Sales Manager / Probate Consultant Location - Bristol (this is hybrid role with either 3 or 4 days in the office) Hours - 37.5 per week Start Date - ASAP Salary - 50K to 60K DOE I'm very excited to be working with this specialist firm, who are committed to delivering exceptional customer service, ensuring that clients receive clear communication, fair pricing, and a seamless, well-supported experience from start to finish. They are a friendly and supportive team with a strong client-first culture, and it's great to be partnering with a business that is continuing to grow and evolve while maintaining such high standards of service and care. Overview This organisation specialises in supporting individuals and families through complex administrative processes during sensitive life events. With a strong focus on delivering a clear, supportive, and transparent service, the business is committed to providing expert guidance and peace of mind to its clients. The company works closely with a network of professional partners, including legal professionals, financial advisers, and other related service providers, helping to enhance their client offering through trusted, high-quality support services. Role Purpose The Sales Manager / Probate Consultant will operate in a dual-capacity role, combining hands-on responsibility for converting sales opportunities with leadership of a client services team. Key aspects of the role include: Managing inbound enquiries and sales opportunities using a consultative approach Nurturing leads through the full sales cycle from initial contact to conversion Leading and developing a high-performing team to achieve business targets Maintaining direct involvement in sales activity while driving overall team performance This role requires someone who can lead from the front, using personal performance and insight to inform team development and process improvements. Key Responsibilities Manage and analyse performance data (MI), identifying trends and implementing improvements to enhance conversion rates and overall performance Act as a subject matter expert and referral point for team members, providing support on complex enquiries and technical matters Oversee lead management processes to ensure all opportunities are maximised Support the team in handling complex cases, quotes, and client interactions Drive a seamless customer journey, identifying opportunities for cross-selling and upselling services Conduct regular coaching sessions, including call listening and one-to-ones, to improve team capability Set objectives, monitor performance, and ensure delivery against targets Manage client pipelines from initial enquiry through to agreement Deliver high-quality, empathetic customer service throughout the client lifecycle Identify process improvements to enhance efficiency and customer outcomes Performance Measures Achievement of individual and team KPIs, including conversion rates and revenue targets Effectiveness of processes and continuous improvement initiatives Customer satisfaction and service quality metrics Team engagement, development, and retention Overall team performance and collaboration Skills & Experience Essential Proven experience in a sales role within legal or professional services Strong track record of managing and developing teams Experience coaching, mentoring, and improving team performance Ability to manage a personal sales pipeline alongside leadership responsibilities Strong communication and relationship-building skills Experience working to and exceeding KPIs Desirable Experience within probate, estate administration, or a related sector Technical knowledge relevant to legal or professional services environments Personal Attributes Empathetic and customer-focused approach Strong commercial awareness with the ability to drive results Highly organised with the ability to prioritise workload effectively Proactive and solutions-oriented mindset Collaborative leadership style with a focus on team development Core Behaviours Clear and effective communication Commitment to continuous improvement Accountability and ownership Attention to detail Adaptability and responsiveness Strong relationship-building approach Results-driven with a client-first mindset Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Jun 16, 2026
Full time
Sales Manager / Probate Consultant Location - Bristol (this is hybrid role with either 3 or 4 days in the office) Hours - 37.5 per week Start Date - ASAP Salary - 50K to 60K DOE I'm very excited to be working with this specialist firm, who are committed to delivering exceptional customer service, ensuring that clients receive clear communication, fair pricing, and a seamless, well-supported experience from start to finish. They are a friendly and supportive team with a strong client-first culture, and it's great to be partnering with a business that is continuing to grow and evolve while maintaining such high standards of service and care. Overview This organisation specialises in supporting individuals and families through complex administrative processes during sensitive life events. With a strong focus on delivering a clear, supportive, and transparent service, the business is committed to providing expert guidance and peace of mind to its clients. The company works closely with a network of professional partners, including legal professionals, financial advisers, and other related service providers, helping to enhance their client offering through trusted, high-quality support services. Role Purpose The Sales Manager / Probate Consultant will operate in a dual-capacity role, combining hands-on responsibility for converting sales opportunities with leadership of a client services team. Key aspects of the role include: Managing inbound enquiries and sales opportunities using a consultative approach Nurturing leads through the full sales cycle from initial contact to conversion Leading and developing a high-performing team to achieve business targets Maintaining direct involvement in sales activity while driving overall team performance This role requires someone who can lead from the front, using personal performance and insight to inform team development and process improvements. Key Responsibilities Manage and analyse performance data (MI), identifying trends and implementing improvements to enhance conversion rates and overall performance Act as a subject matter expert and referral point for team members, providing support on complex enquiries and technical matters Oversee lead management processes to ensure all opportunities are maximised Support the team in handling complex cases, quotes, and client interactions Drive a seamless customer journey, identifying opportunities for cross-selling and upselling services Conduct regular coaching sessions, including call listening and one-to-ones, to improve team capability Set objectives, monitor performance, and ensure delivery against targets Manage client pipelines from initial enquiry through to agreement Deliver high-quality, empathetic customer service throughout the client lifecycle Identify process improvements to enhance efficiency and customer outcomes Performance Measures Achievement of individual and team KPIs, including conversion rates and revenue targets Effectiveness of processes and continuous improvement initiatives Customer satisfaction and service quality metrics Team engagement, development, and retention Overall team performance and collaboration Skills & Experience Essential Proven experience in a sales role within legal or professional services Strong track record of managing and developing teams Experience coaching, mentoring, and improving team performance Ability to manage a personal sales pipeline alongside leadership responsibilities Strong communication and relationship-building skills Experience working to and exceeding KPIs Desirable Experience within probate, estate administration, or a related sector Technical knowledge relevant to legal or professional services environments Personal Attributes Empathetic and customer-focused approach Strong commercial awareness with the ability to drive results Highly organised with the ability to prioritise workload effectively Proactive and solutions-oriented mindset Collaborative leadership style with a focus on team development Core Behaviours Clear and effective communication Commitment to continuous improvement Accountability and ownership Attention to detail Adaptability and responsiveness Strong relationship-building approach Results-driven with a client-first mindset Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Senior Manager, Equity Portfolio Management Homes England National Housing Bank 59,631 - 69,548 Location: Hybrid 50/50 Our new Headquarters are in Leeds but colleagues can be based in our Leeds, Birmingham, Liverpool or Manchester office. Homes England is launching the National Housing Bank, a new government-backed investment platform to accelerate housing delivery across England. With 16bn in capital, it will unlock private investment, support regeneration and accelerate housing delivery across the UK. Joining now offers a rare opportunity to shape a major new national investment platform from the ground up. The role holder will be responsible for managing a portfolio of Equity transactions for Homes England. For a senior portfolio manager, these will be larger or more complex either by purpose, nature of client or deal structure. Portfolio size will vary based on complexity with between 3 and 5 likely depending on the types of deals in the portfolio. The post will report directly to a Head of Equity, JVs and Partnerships in Portfolio Management albeit on some occasions there may be peer reporting. Line management or coaching other staff may feature. The role is to ensure that homes and funding are delivered as planned in line with the risk appetite and annual budget of the agency. The candidate will need to provide strong stewardship, managing risks and Investment Partner relationships (including C-Suite) with Partnership documentation as the core relationship document. Regular monitoring, reporting and assurance are key features. Managing and maintaining the relationship with the client is a key factor. The opportunity Responsibilities include: Ensure delivery of housing outputs and Investment delivery/ recovery in line with the credit approval and forecasts of each transaction in line with the Investments Business Plan and the annual budget. Developing strong and positive relationships with Investment Partners and the professional community and advisers. Manage the risk profile and performance of the transactions within the risk appetite of the agency and in line with the Recovery Rate of the programme. Ensure all risk reporting of transactions is timely and of high quality. Identify deterioration in risk profile at an early stage, engage positively with customers to address and ensure this is managed professionally and in line with guidance, working with Risk and Distressed Investments. Maintain and report on relevant data metrics including key commercial/ financial metrics such as NPVs, IRRs, Dividend Yields), for asset performance including portfolio composition and stewardship activity and provide strong quality assurance and reporting as required. Critical assessment of business plans and financial models providing suitable challenge to meet investment objectives and return criteria Engaging with senior management at Board and Governance Committee level Candidate profile Degree level qualification or equivalent experience of industry professional e.g. Banker, Accountant, Corporate Finance, or similar. Good experience and understanding of risk and client management of a portfolio of equity investments or loans in the real estate sector. Experience of working with underperforming transactions. Ability to review and interrogate financial models, with understanding of core investor metrics including return on investments, discounted cashflows, IRRs, income/ dividend yields, and funding structures. Strong organisational skills and ability to prioritise own workload. Excellent communication skills both verbal and written. Why join? Help build a new national investment institution Work on complex housing and regeneration transactions Deploy 16bn of government-backed capital Hybrid 50/50 working across multiple national locations Defined benefit pension and strong public-sector benefits Contact point for applicants Name : Ciara Lynn Email : Recruitment team Email : Closing date: 8th June 2026 Right to Work in the UK is required.
Jun 16, 2026
Full time
Senior Manager, Equity Portfolio Management Homes England National Housing Bank 59,631 - 69,548 Location: Hybrid 50/50 Our new Headquarters are in Leeds but colleagues can be based in our Leeds, Birmingham, Liverpool or Manchester office. Homes England is launching the National Housing Bank, a new government-backed investment platform to accelerate housing delivery across England. With 16bn in capital, it will unlock private investment, support regeneration and accelerate housing delivery across the UK. Joining now offers a rare opportunity to shape a major new national investment platform from the ground up. The role holder will be responsible for managing a portfolio of Equity transactions for Homes England. For a senior portfolio manager, these will be larger or more complex either by purpose, nature of client or deal structure. Portfolio size will vary based on complexity with between 3 and 5 likely depending on the types of deals in the portfolio. The post will report directly to a Head of Equity, JVs and Partnerships in Portfolio Management albeit on some occasions there may be peer reporting. Line management or coaching other staff may feature. The role is to ensure that homes and funding are delivered as planned in line with the risk appetite and annual budget of the agency. The candidate will need to provide strong stewardship, managing risks and Investment Partner relationships (including C-Suite) with Partnership documentation as the core relationship document. Regular monitoring, reporting and assurance are key features. Managing and maintaining the relationship with the client is a key factor. The opportunity Responsibilities include: Ensure delivery of housing outputs and Investment delivery/ recovery in line with the credit approval and forecasts of each transaction in line with the Investments Business Plan and the annual budget. Developing strong and positive relationships with Investment Partners and the professional community and advisers. Manage the risk profile and performance of the transactions within the risk appetite of the agency and in line with the Recovery Rate of the programme. Ensure all risk reporting of transactions is timely and of high quality. Identify deterioration in risk profile at an early stage, engage positively with customers to address and ensure this is managed professionally and in line with guidance, working with Risk and Distressed Investments. Maintain and report on relevant data metrics including key commercial/ financial metrics such as NPVs, IRRs, Dividend Yields), for asset performance including portfolio composition and stewardship activity and provide strong quality assurance and reporting as required. Critical assessment of business plans and financial models providing suitable challenge to meet investment objectives and return criteria Engaging with senior management at Board and Governance Committee level Candidate profile Degree level qualification or equivalent experience of industry professional e.g. Banker, Accountant, Corporate Finance, or similar. Good experience and understanding of risk and client management of a portfolio of equity investments or loans in the real estate sector. Experience of working with underperforming transactions. Ability to review and interrogate financial models, with understanding of core investor metrics including return on investments, discounted cashflows, IRRs, income/ dividend yields, and funding structures. Strong organisational skills and ability to prioritise own workload. Excellent communication skills both verbal and written. Why join? Help build a new national investment institution Work on complex housing and regeneration transactions Deploy 16bn of government-backed capital Hybrid 50/50 working across multiple national locations Defined benefit pension and strong public-sector benefits Contact point for applicants Name : Ciara Lynn Email : Recruitment team Email : Closing date: 8th June 2026 Right to Work in the UK is required.
Experience Life Insurance Advisor - Remote UK-Based (Remote) £30,000 starting salary rising to £33,000 after probation, Uncapped Commission + Excellent Benefits Candidates based in London receive a £2,000 London Weighting allowance An exciting opportunity has arisen for experienced Protection Advisers to join a well-established and fast-growing organisation that is heavily investing in its future. With strong partnerships in place and a consistent flow of high-quality, engaged customers, this is a chance to focus on delivering great advice, not chasing leads. This is a role where you can genuinely thrive in a high-performance, supportive environment, with the tools, training, and opportunity to build a long-term career. What You'll Be Doing Speaking with engaged customers seeking protection advice Providing tailored recommendations across Life, Critical Illness, and Income Protection Supporting clients through important financial decisions with care and professionalism Managing a varied pipeline of active cases Working collaboratively within a high-performing advisory team What We're Looking For Previous experience in a Life Protection Adviser role Strong understanding of protection products Confident, professional, and customer-focused approach Ability to work at pace while maintaining high-quality advice standards R05 qualification (desirable but not essential) What's on Offer £30,000 starting salary rising to £33,000 after probation, £2,000 London Weighting (where applicable) Uncapped commission with strong earning potential Consistent supply of high-quality, pre-qualified leads Clear progression routes into senior and specialist roles Ongoing training, coaching, and development Flexible working options (hybrid / remote depending on requirements) Additional benefits, incentives, and rewards Working Hours 40 hours per week with flexible shifts between 8am-8pm, including occasional evenings and one Saturday per month 9am - 3pm (with a day off in lieu). Why Join? This is a business that is actively investing in its people, partnerships, and future growth. You'll be joining at an exciting time where you can focus on delivering high-quality protection advice while building a clear and rewarding long-term career. If you're an experienced Protection Adviser looking for your next step, apply today with your CV.
Jun 15, 2026
Full time
Experience Life Insurance Advisor - Remote UK-Based (Remote) £30,000 starting salary rising to £33,000 after probation, Uncapped Commission + Excellent Benefits Candidates based in London receive a £2,000 London Weighting allowance An exciting opportunity has arisen for experienced Protection Advisers to join a well-established and fast-growing organisation that is heavily investing in its future. With strong partnerships in place and a consistent flow of high-quality, engaged customers, this is a chance to focus on delivering great advice, not chasing leads. This is a role where you can genuinely thrive in a high-performance, supportive environment, with the tools, training, and opportunity to build a long-term career. What You'll Be Doing Speaking with engaged customers seeking protection advice Providing tailored recommendations across Life, Critical Illness, and Income Protection Supporting clients through important financial decisions with care and professionalism Managing a varied pipeline of active cases Working collaboratively within a high-performing advisory team What We're Looking For Previous experience in a Life Protection Adviser role Strong understanding of protection products Confident, professional, and customer-focused approach Ability to work at pace while maintaining high-quality advice standards R05 qualification (desirable but not essential) What's on Offer £30,000 starting salary rising to £33,000 after probation, £2,000 London Weighting (where applicable) Uncapped commission with strong earning potential Consistent supply of high-quality, pre-qualified leads Clear progression routes into senior and specialist roles Ongoing training, coaching, and development Flexible working options (hybrid / remote depending on requirements) Additional benefits, incentives, and rewards Working Hours 40 hours per week with flexible shifts between 8am-8pm, including occasional evenings and one Saturday per month 9am - 3pm (with a day off in lieu). Why Join? This is a business that is actively investing in its people, partnerships, and future growth. You'll be joining at an exciting time where you can focus on delivering high-quality protection advice while building a clear and rewarding long-term career. If you're an experienced Protection Adviser looking for your next step, apply today with your CV.
Job title: Product Owner Location: Halifax (Hybrid) Duration: 6 Months (Potential to Extend) Rate: 500 per day (Umbrella) or a PAYE salary of 75,000 per annum Are you ready to take your career to the next level in the dynamic world of financial services? Our client is on the lookout for a passionate and driven Product Owner to join their innovative team! This is an exciting opportunity to shape platform functionality and enhance financial products that meet client needs. If you're eager to make a significant impact, we want to hear from you! Your Role : As a Product Owner, you will report directly to the Team Product Owner and play a pivotal role in designing, launching, and refining platform functionality. Here's what you can expect: Customer-Centric Focus: Personally meet customer needs related to standard products and services while supervising a team of customer advisors. Product Development: Analyse and evaluate the feasibility of proposed complex financial products. Develop and amend these products with guidance from senior colleagues. Compliance Oversight: Investigate standard and non-routine incidents, providing expert advice while coordinating with internal functions to ensure adherence to regulatory standards. Risk Management: Develop and deliver contingency plans for significant aspects of risk management, identifying and implementing improvements to existing business practices. Team Development: Implement a formal development framework for your team and coach others to foster a culture of continuous improvement. Key Responsibilities : Develop and deliver contingency plans for significant aspects of the risk management process. Take charge of implementing a formal development framework for your team with guidance from senior colleagues. Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Actively coach and mentor others in your area of expertise, promoting a culture of growth and learning. Pursue personal development opportunities to stay ahead in the evolving financial landscape. What We're Looking For : Proven experience as a Product Owner, particularly in platform functionality and financial products. Strong understanding of compliance and risk management principles. Experience delivering Microsoft Viva Suite products, especially Viva Engage and Viva Amplify. Proficiency in tools such as Jira and Confluence. A proactive approach to customer needs analysis and problem-solving. Why Join Us? Impactful Work: Play a crucial role in enhancing financial products and services that make a difference for our clients. Collaborative Environment: Work alongside talented professionals in a supportive and innovative atmosphere. Development Opportunities: Benefit from continuous learning and professional growth as you advance your career. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! Let's shape the future of financial services together! Our client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Pontoon is an employment consultancy. We put 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, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Please be advised: if you haven't heard from us within 48 hours, then unfortunately your application has not been successful on this occasion. We may, however, keep your details on file for any suitable future vacancies and contact you accordingly. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
Jun 15, 2026
Contractor
Job title: Product Owner Location: Halifax (Hybrid) Duration: 6 Months (Potential to Extend) Rate: 500 per day (Umbrella) or a PAYE salary of 75,000 per annum Are you ready to take your career to the next level in the dynamic world of financial services? Our client is on the lookout for a passionate and driven Product Owner to join their innovative team! This is an exciting opportunity to shape platform functionality and enhance financial products that meet client needs. If you're eager to make a significant impact, we want to hear from you! Your Role : As a Product Owner, you will report directly to the Team Product Owner and play a pivotal role in designing, launching, and refining platform functionality. Here's what you can expect: Customer-Centric Focus: Personally meet customer needs related to standard products and services while supervising a team of customer advisors. Product Development: Analyse and evaluate the feasibility of proposed complex financial products. Develop and amend these products with guidance from senior colleagues. Compliance Oversight: Investigate standard and non-routine incidents, providing expert advice while coordinating with internal functions to ensure adherence to regulatory standards. Risk Management: Develop and deliver contingency plans for significant aspects of risk management, identifying and implementing improvements to existing business practices. Team Development: Implement a formal development framework for your team and coach others to foster a culture of continuous improvement. Key Responsibilities : Develop and deliver contingency plans for significant aspects of the risk management process. Take charge of implementing a formal development framework for your team with guidance from senior colleagues. Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Actively coach and mentor others in your area of expertise, promoting a culture of growth and learning. Pursue personal development opportunities to stay ahead in the evolving financial landscape. What We're Looking For : Proven experience as a Product Owner, particularly in platform functionality and financial products. Strong understanding of compliance and risk management principles. Experience delivering Microsoft Viva Suite products, especially Viva Engage and Viva Amplify. Proficiency in tools such as Jira and Confluence. A proactive approach to customer needs analysis and problem-solving. Why Join Us? Impactful Work: Play a crucial role in enhancing financial products and services that make a difference for our clients. Collaborative Environment: Work alongside talented professionals in a supportive and innovative atmosphere. Development Opportunities: Benefit from continuous learning and professional growth as you advance your career. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! Let's shape the future of financial services together! Our client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Pontoon is an employment consultancy. We put 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, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Please be advised: if you haven't heard from us within 48 hours, then unfortunately your application has not been successful on this occasion. We may, however, keep your details on file for any suitable future vacancies and contact you accordingly. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
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
Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 Wealth Management South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained. What you'll be doing You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels. This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions. You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues. A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements. You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes. Leadership scope You'll manage a team of 8-12, with responsibility for: Work allocation and prioritisation Performance management and 1-2-1s Coaching and development MI covering service levels, quality, and capacity You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership. What we're looking for You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered. Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment. You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key. A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working across multiple offices Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered Full UK driving licence required
Jun 13, 2026
Full time
Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 Wealth Management South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained. What you'll be doing You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels. This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions. You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues. A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements. You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes. Leadership scope You'll manage a team of 8-12, with responsibility for: Work allocation and prioritisation Performance management and 1-2-1s Coaching and development MI covering service levels, quality, and capacity You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership. What we're looking for You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered. Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment. You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key. A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working across multiple offices Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered Full UK driving licence required
Technical Support Team Leader - Financial Planning £35,000 - £40,000 South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You'll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It's a blend of people leadership, technical oversight and operational control across a regulated advice environment. What you'll be doing You'll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You'll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn't slip as volumes fluctuate. You'll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it. Leadership scope You'll manage a team of 5-10, with responsibility for: 1-2-1s and performance management Coaching and development Work allocation and workflow oversight MI reporting on performance, turnaround times and quality You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance. What we're looking for You'll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance - but you must understand how advice firms operate and how client servicing is delivered end-to-end. You should also bring: Experience managing or mentoring people (including 1-2-1s) Strong technical understanding of pensions, investments, protection and estates Confidence handling complex or escalated cases Good working knowledge of FCA-regulated environments Strong attention to detail and structured thinking A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working with multi-site coverage Preferred base: Shaftesbury (travel to other offices required) Full-time or part-time considered
Jun 13, 2026
Full time
Technical Support Team Leader - Financial Planning £35,000 - £40,000 South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You'll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It's a blend of people leadership, technical oversight and operational control across a regulated advice environment. What you'll be doing You'll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You'll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn't slip as volumes fluctuate. You'll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it. Leadership scope You'll manage a team of 5-10, with responsibility for: 1-2-1s and performance management Coaching and development Work allocation and workflow oversight MI reporting on performance, turnaround times and quality You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance. What we're looking for You'll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance - but you must understand how advice firms operate and how client servicing is delivered end-to-end. You should also bring: Experience managing or mentoring people (including 1-2-1s) Strong technical understanding of pensions, investments, protection and estates Confidence handling complex or escalated cases Good working knowledge of FCA-regulated environments Strong attention to detail and structured thinking A background in St. James Place (SJP) environments would be relevant but is not essential. Practical details £35,000 - £40,000 depending on experience Hybrid working with multi-site coverage Preferred base: Shaftesbury (travel to other offices required) Full-time or part-time considered
If you re ready to step beyond routine tax work and into something more meaningful, this Private Client Tax Manager role could be exactly what you ve been looking for. This isn t about churning through compliance or staying in your lane. As a Private Client Tax Manager, based in Leicester, you ll be trusted to lead, shape and influence real advisory work that genuinely impacts clients long-term financial outcomes. You ll work closely with business owners and high-net-worth individuals, helping them make smarter decisions around wealth, succession and structuring. What makes this Private Client Tax Manager opportunity different is the balance. You ll still use your technical expertise every day, but now you ll also lead projects, guide others and build relationships that actually matter. It s a role where your voice is heard, your ideas are valued, and your progression is very much in your hands. If you ve been waiting for a step up that feels like a real move forward, not just more of the same, this could be it. Responsibilities Lead and deliver complex private client tax advisory projects from start to finish Act as the main point of contact for clients and professional advisers Review and shape high-quality technical work across the team Identify tax planning opportunities and provide commercially focused solutions Manage project timelines, priorities and stakeholder expectations Support and develop junior team members through coaching and guidance The Ideal Candidate Strong grounding in UK tax with a focus on advisory work Comfortable leading client conversations and building trusted relationships Confident reviewing work and guiding others to improve Commercially aware and able to spot planning opportunities Professionally qualified or working towards CTA, ATT, ACA or ACCA Motivated by progression and stepping into a leadership role What s on Offer £55,000 - £75,000 salary Discretionary bonus linked to performance Flexible working - office-based or remote options 25 days holiday plus bank holidays and birthday leave Pension with employer contribution Healthcare cash plan and wellbeing support Clear progression pathway to Senior Manager and beyond Opportunity to work on complex, high-value advisory project Register your interest by applying today or call Richard Davies or Luke Scale on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed)- Private Client Tax Manager.
Jun 13, 2026
Full time
If you re ready to step beyond routine tax work and into something more meaningful, this Private Client Tax Manager role could be exactly what you ve been looking for. This isn t about churning through compliance or staying in your lane. As a Private Client Tax Manager, based in Leicester, you ll be trusted to lead, shape and influence real advisory work that genuinely impacts clients long-term financial outcomes. You ll work closely with business owners and high-net-worth individuals, helping them make smarter decisions around wealth, succession and structuring. What makes this Private Client Tax Manager opportunity different is the balance. You ll still use your technical expertise every day, but now you ll also lead projects, guide others and build relationships that actually matter. It s a role where your voice is heard, your ideas are valued, and your progression is very much in your hands. If you ve been waiting for a step up that feels like a real move forward, not just more of the same, this could be it. Responsibilities Lead and deliver complex private client tax advisory projects from start to finish Act as the main point of contact for clients and professional advisers Review and shape high-quality technical work across the team Identify tax planning opportunities and provide commercially focused solutions Manage project timelines, priorities and stakeholder expectations Support and develop junior team members through coaching and guidance The Ideal Candidate Strong grounding in UK tax with a focus on advisory work Comfortable leading client conversations and building trusted relationships Confident reviewing work and guiding others to improve Commercially aware and able to spot planning opportunities Professionally qualified or working towards CTA, ATT, ACA or ACCA Motivated by progression and stepping into a leadership role What s on Offer £55,000 - £75,000 salary Discretionary bonus linked to performance Flexible working - office-based or remote options 25 days holiday plus bank holidays and birthday leave Pension with employer contribution Healthcare cash plan and wellbeing support Clear progression pathway to Senior Manager and beyond Opportunity to work on complex, high-value advisory project Register your interest by applying today or call Richard Davies or Luke Scale on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed)- Private Client Tax Manager.
Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of techUK's Health & Social Care Programme: techUK's Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape techUK's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with techUK's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of techUK's London offices, however techUK operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
Jun 13, 2026
Full time
Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of techUK's Health & Social Care Programme: techUK's Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape techUK's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with techUK's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of techUK's London offices, however techUK operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
Job Title: IFA Office Manager Location: Bristol - hybrid Reports to: Head of International Operations Works with: Directors, Team Leader / Process Manager, Advisers, All Staff Purpose of the Role We are seeking a dynamic Office Manager to join our IFA firm, responsible for ensuring the smooth, compliant, and efficient operation of our office and administrative framework. This role is pivotal in driving processes and procedures, reporting directly to the Head of Operations. The Office Manager will oversee office operations, systems, procedures, compliance oversight, and workflow planning, ensuring administrative work is prioritised and delivered within agreed standards. Key Responsibilities Workflow & Operational Oversight Allocate and prioritise administrative tasks across the business to ensure deadlines and service standards are met. Oversee new business processing, ensuring accuracy and completeness. Act as the escalation point for system issues. Monitor output and standards at a functional level and escalate delivery concerns to the Team Leader. Systems & Data Management Own and maintain back-office systems including True Potential, GoldMine, Trove, and OwnCloud. Ensure systems are kept up to date and data integrity is maintained. Set up new advisers and users on relevant systems. Maintain client registers and internal tracking spreadsheets. Liaise with providers regarding system access, Terms of Business, and operational requirements. Procedures, Compliance & Governance Own and maintain office procedures, workflows, and record management processes. Ensure the Staff Handbook and internal procedures are reviewed and kept up to date. Ensure client documentation and data handling comply with company policy, including password protection requirements. Provide operational support to the Certification Manager as required. Office & Facilities Management Manage office facilities and services, including landlord liaison and maintenance arrangements. Oversee utilities, servicing schedules, and office suppliers. Maintain security systems and act as the first point of contact for alarm activations. Ensure office resources and infrastructure support business needs. Director & Business Support Provide administrative support to Directors. Support company award applications, trademarks, and other director-level initiatives. Role Boundaries This role does not include direct line management, performance management, or staff appraisals. Day-to-day supervision, coaching, and people management sit with the Team Leader / Process Manager. What We Offer A competitive salary and benefits package. A collaborative and supportive work environment. Opportunities for professional growth and development. If you are a proactive and organised individual with a passion for driving operational excellence, we would love to hear from you. Apply now to join our team and contribute to our mission of delivering exceptional financial planning services.
Jun 13, 2026
Full time
Job Title: IFA Office Manager Location: Bristol - hybrid Reports to: Head of International Operations Works with: Directors, Team Leader / Process Manager, Advisers, All Staff Purpose of the Role We are seeking a dynamic Office Manager to join our IFA firm, responsible for ensuring the smooth, compliant, and efficient operation of our office and administrative framework. This role is pivotal in driving processes and procedures, reporting directly to the Head of Operations. The Office Manager will oversee office operations, systems, procedures, compliance oversight, and workflow planning, ensuring administrative work is prioritised and delivered within agreed standards. Key Responsibilities Workflow & Operational Oversight Allocate and prioritise administrative tasks across the business to ensure deadlines and service standards are met. Oversee new business processing, ensuring accuracy and completeness. Act as the escalation point for system issues. Monitor output and standards at a functional level and escalate delivery concerns to the Team Leader. Systems & Data Management Own and maintain back-office systems including True Potential, GoldMine, Trove, and OwnCloud. Ensure systems are kept up to date and data integrity is maintained. Set up new advisers and users on relevant systems. Maintain client registers and internal tracking spreadsheets. Liaise with providers regarding system access, Terms of Business, and operational requirements. Procedures, Compliance & Governance Own and maintain office procedures, workflows, and record management processes. Ensure the Staff Handbook and internal procedures are reviewed and kept up to date. Ensure client documentation and data handling comply with company policy, including password protection requirements. Provide operational support to the Certification Manager as required. Office & Facilities Management Manage office facilities and services, including landlord liaison and maintenance arrangements. Oversee utilities, servicing schedules, and office suppliers. Maintain security systems and act as the first point of contact for alarm activations. Ensure office resources and infrastructure support business needs. Director & Business Support Provide administrative support to Directors. Support company award applications, trademarks, and other director-level initiatives. Role Boundaries This role does not include direct line management, performance management, or staff appraisals. Day-to-day supervision, coaching, and people management sit with the Team Leader / Process Manager. What We Offer A competitive salary and benefits package. A collaborative and supportive work environment. Opportunities for professional growth and development. If you are a proactive and organised individual with a passion for driving operational excellence, we would love to hear from you. Apply now to join our team and contribute to our mission of delivering exceptional financial planning services.
Technical Team Leader (Paraplanning) Location: Hybrid / Flexible Working Available Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business. This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function. Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support. Key Responsibilities: Team Leadership & Development Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices. Conduct regular performance reviews, coaching sessions, and development planning. Support the ongoing professional growth and technical competence of team members. Promote a positive, collaborative, and high-performing team culture. Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management Manage the allocation and prioritisation of technical and paraplanning workloads. Ensure service levels, deadlines, and quality standards are consistently achieved. Monitor team capacity and resource planning to support business demands. Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight Oversee the preparation and review of financial planning reports and recommendations. Ensure suitability reports are accurate, compliant, and aligned with client objectives. Review complex cases involving: Investments Pensions and retirement planning Protection Tax planning Inheritance Tax (IHT) Capital Gains Tax (CGT) Trust and estate planning considerations Support advisers with technical research, cashflow modelling, and solution design. Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution Identify and implement process improvements to enhance efficiency and service delivery. Maintain and develop technical templates, tools, and procedures. Collaborate with leadership, compliance, and operations teams on strategic initiatives. Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance Ensure all work produced meets regulatory requirements and internal quality standards. Maintain robust oversight of report quality and documentation standards. Stay up to date with industry developments, legislation, and regulatory changes. Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting Produce and analyse management information relating to team performance and workflow. Monitor key service metrics and identify opportunities for improvement. Provide regular updates and insights to senior management. Desirable Diploma in Financial Planning (Level 4) or equivalent. Experience in a Paraplanning Team Leader or Technical Manager role. Knowledge of cashflow modelling software. Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms. Experience contributing to operational and strategic business initiatives. What's on Offer Opportunity to lead and develop an established technical team. Blend of leadership responsibilities and hands-on technical work. Strong support from senior leadership and wider business functions. Flexible and hybrid working arrangements. Professional development and career progression opportunities. Competitive salary and benefits package. Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business.
Jun 12, 2026
Full time
Technical Team Leader (Paraplanning) Location: Hybrid / Flexible Working Available Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business. This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function. Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support. Key Responsibilities: Team Leadership & Development Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices. Conduct regular performance reviews, coaching sessions, and development planning. Support the ongoing professional growth and technical competence of team members. Promote a positive, collaborative, and high-performing team culture. Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management Manage the allocation and prioritisation of technical and paraplanning workloads. Ensure service levels, deadlines, and quality standards are consistently achieved. Monitor team capacity and resource planning to support business demands. Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight Oversee the preparation and review of financial planning reports and recommendations. Ensure suitability reports are accurate, compliant, and aligned with client objectives. Review complex cases involving: Investments Pensions and retirement planning Protection Tax planning Inheritance Tax (IHT) Capital Gains Tax (CGT) Trust and estate planning considerations Support advisers with technical research, cashflow modelling, and solution design. Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution Identify and implement process improvements to enhance efficiency and service delivery. Maintain and develop technical templates, tools, and procedures. Collaborate with leadership, compliance, and operations teams on strategic initiatives. Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance Ensure all work produced meets regulatory requirements and internal quality standards. Maintain robust oversight of report quality and documentation standards. Stay up to date with industry developments, legislation, and regulatory changes. Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting Produce and analyse management information relating to team performance and workflow. Monitor key service metrics and identify opportunities for improvement. Provide regular updates and insights to senior management. Desirable Diploma in Financial Planning (Level 4) or equivalent. Experience in a Paraplanning Team Leader or Technical Manager role. Knowledge of cashflow modelling software. Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms. Experience contributing to operational and strategic business initiatives. What's on Offer Opportunity to lead and develop an established technical team. Blend of leadership responsibilities and hands-on technical work. Strong support from senior leadership and wider business functions. Flexible and hybrid working arrangements. Professional development and career progression opportunities. Competitive salary and benefits package. Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business.
We are seeking a Head of Finance to lead the day-to-day finance function across the Group with the head office based in Newtown, Mid Wales. This is a key senior role, working closely with the Finance Director and leadership team to ensure robust financial control, high-quality reporting, and clear commercial insight with a potential fast track to Finance Director. You'll play a pivotal role in supporting strategic decision-making, strengthening processes and controls, and driving continuous improvement across a growing, multi-entity business. Key Responsibilities Lead the monthly close process, delivering timely, accurate and insightful reporting Oversee consolidated management accounts, statutory reporting, budgets, and forecasts Provide detailed financial analysis, challenging assumptions and identifying risks and opportunities Partner with budget holders to drive performance against financial targets Ensure compliance with accounting standards, tax legislation, and regulatory requirements Strengthen financial controls, processes, and systems across the Group Manage relationships with auditors, tax advisers, banks, and external partners Oversee treasury, cash flow, and FX requirements Support tax matters including corporation tax, VAT, transfer pricing, and R&D claims Contribute to company secretarial and corporate governance requirements Collaborate with the US team on cross-border financial matters About You ACA / ACCA qualified, ideally with an audit background Strong technical expertise across financial reporting, controls, budgeting, and compliance Experience operating in a multi-entity (ideally international) environment Strong systems knowledge, with ERP experience and a focus on improving processes You'll bring a calm, supportive leadership with the ability to guide teams through busy periods, a coaching mindset, developing capability within the finance team and be a clear, confident communicator across all levels with the ability to influence across the business This is a fantastic opportunity to step into a high-impact leadership role, working closely with senior stakeholders and shaping the future of the finance function within a growing international business. To discuss this role in further detail please do contact Mark Wishart at Pure on or
Jun 12, 2026
Full time
We are seeking a Head of Finance to lead the day-to-day finance function across the Group with the head office based in Newtown, Mid Wales. This is a key senior role, working closely with the Finance Director and leadership team to ensure robust financial control, high-quality reporting, and clear commercial insight with a potential fast track to Finance Director. You'll play a pivotal role in supporting strategic decision-making, strengthening processes and controls, and driving continuous improvement across a growing, multi-entity business. Key Responsibilities Lead the monthly close process, delivering timely, accurate and insightful reporting Oversee consolidated management accounts, statutory reporting, budgets, and forecasts Provide detailed financial analysis, challenging assumptions and identifying risks and opportunities Partner with budget holders to drive performance against financial targets Ensure compliance with accounting standards, tax legislation, and regulatory requirements Strengthen financial controls, processes, and systems across the Group Manage relationships with auditors, tax advisers, banks, and external partners Oversee treasury, cash flow, and FX requirements Support tax matters including corporation tax, VAT, transfer pricing, and R&D claims Contribute to company secretarial and corporate governance requirements Collaborate with the US team on cross-border financial matters About You ACA / ACCA qualified, ideally with an audit background Strong technical expertise across financial reporting, controls, budgeting, and compliance Experience operating in a multi-entity (ideally international) environment Strong systems knowledge, with ERP experience and a focus on improving processes You'll bring a calm, supportive leadership with the ability to guide teams through busy periods, a coaching mindset, developing capability within the finance team and be a clear, confident communicator across all levels with the ability to influence across the business This is a fantastic opportunity to step into a high-impact leadership role, working closely with senior stakeholders and shaping the future of the finance function within a growing international business. To discuss this role in further detail please do contact Mark Wishart at Pure on or
Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of the organisations Health & Social Care Programme: The Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape the company's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with the company's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of the company's London offices, however the company operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
Jun 11, 2026
Full time
Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of the organisations Health & Social Care Programme: The Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape the company's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with the company's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of the company's London offices, however the company operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
Mortgage Advisor Up to £40,000 Basic, £100,000 OTE Uncapped Commission Dagenham Estate Agency Leads We are currently looking for an experienced and motivated Mortgage Advisor to join our client's expanding team in the Dagenham area. Our client is a thriving, market-leading estate agency that provides comprehensive training, ongoing support, excellent lead generation, and a clear path for career progression. This is a fantastic opportunity for a driven advisor with a proven track record in mortgage sales, ideally within an estate agency environment, who is looking to maximise their earning potential within a supportive, high-performance business. The Role As a Mortgage Advisor, you will: Provide tailored mortgage and financial services advice to clients Work closely with estate agency teams to maximise referral opportunities Convert pre-booked appointments into completed business Build and maintain strong relationships with clients throughout the mortgage process Follow up on opportunities and maintain regular customer contact Ensure full compliance with regulatory and company standards Consistently achieve and exceed monthly sales targets Identify opportunities to refer clients to associated services, including conveyancing, lettings, and surveying Mortgage Advisor requirements: Previous experience as a Mortgage Advisor with a proven track record CeMAP qualification (or equivalent) preferred Experience within estate agency is advantageous Strong communication and relationship-building skills Ability to convert appointments into successful outcomes Target-driven with a strong commercial mindset Organised and able to manage a busy pipeline effectively What's on Offer? £25,000 - £40,000 basic salary OTE up to £100,000 Uncapped commission structure (15%-50% of banked income) Additional commission from estate agency, lettings, conveyancing, and surveyor referrals Quarterly bonus scheme Car allowance Full administrative support from sign-up through to completion High volume of appointments booked directly into your diary Structured career progression opportunities Full training, coaching, and ongoing development Support for those considering a move into self-employment Access to national conferences, overseas incentive trips, referral opportunities, a wide lender panel, and flexible broker fee structures Working Pattern: Full-time Office-based role Apply Today! If you're an ambitious Mortgage Advisor looking to join a high-performing business with exceptional lead generation, uncapped earning potential, and genuine career progression, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
Jun 11, 2026
Full time
Mortgage Advisor Up to £40,000 Basic, £100,000 OTE Uncapped Commission Dagenham Estate Agency Leads We are currently looking for an experienced and motivated Mortgage Advisor to join our client's expanding team in the Dagenham area. Our client is a thriving, market-leading estate agency that provides comprehensive training, ongoing support, excellent lead generation, and a clear path for career progression. This is a fantastic opportunity for a driven advisor with a proven track record in mortgage sales, ideally within an estate agency environment, who is looking to maximise their earning potential within a supportive, high-performance business. The Role As a Mortgage Advisor, you will: Provide tailored mortgage and financial services advice to clients Work closely with estate agency teams to maximise referral opportunities Convert pre-booked appointments into completed business Build and maintain strong relationships with clients throughout the mortgage process Follow up on opportunities and maintain regular customer contact Ensure full compliance with regulatory and company standards Consistently achieve and exceed monthly sales targets Identify opportunities to refer clients to associated services, including conveyancing, lettings, and surveying Mortgage Advisor requirements: Previous experience as a Mortgage Advisor with a proven track record CeMAP qualification (or equivalent) preferred Experience within estate agency is advantageous Strong communication and relationship-building skills Ability to convert appointments into successful outcomes Target-driven with a strong commercial mindset Organised and able to manage a busy pipeline effectively What's on Offer? £25,000 - £40,000 basic salary OTE up to £100,000 Uncapped commission structure (15%-50% of banked income) Additional commission from estate agency, lettings, conveyancing, and surveyor referrals Quarterly bonus scheme Car allowance Full administrative support from sign-up through to completion High volume of appointments booked directly into your diary Structured career progression opportunities Full training, coaching, and ongoing development Support for those considering a move into self-employment Access to national conferences, overseas incentive trips, referral opportunities, a wide lender panel, and flexible broker fee structures Working Pattern: Full-time Office-based role Apply Today! If you're an ambitious Mortgage Advisor looking to join a high-performing business with exceptional lead generation, uncapped earning potential, and genuine career progression, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Please note, internal applications for this role close on 10/06/2026 Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Jun 11, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Please note, internal applications for this role close on 10/06/2026 Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of its benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Jun 11, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of its benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
REED Talent Solutions
Newcastle Upon Tyne, Tyne And Wear
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Please note, internal applications for this role close on 18/05/2026 Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Jun 11, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Please note, internal applications for this role close on 18/05/2026 Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Accounting & Business Manager - Music Shape the Financial Success of Leading Music Industry Clients Are you an experienced accountant with a passion for the music industry and a talent for building trusted client relationships? Our client are seeking an Accounting & Business Manager to lead the delivery of specialist business management services to a portfolio of high-profile music clients. This is an exciting opportunity to combine technical accounting expertise with strategic advisory work, supporting artists, talent, management teams and music-related businesses through every stage of their financial journey. You'll take ownership of a growing and commercially valuable client portfolio while leading a team of talented accounting professionals. Acting as a trusted adviser, you'll provide financial insight, operational guidance and commercial support in a fast-paced and dynamic sector. The Opportunity As Accounting & Business Manager, you will oversee the delivery of comprehensive business management services, ensuring the highest standards of technical accuracy, compliance and client service. You'll play a key leadership role, managing client relationships, driving team performance and contributing to the continued growth of the music division. This position offers the opportunity to work closely with high-profile clients on a variety of specialist matters including tour accounting, budgeting, VAT, financial reporting, contracts and wider commercial considerations. Key Responsibilities Client Portfolio Management Manage a portfolio of music industry clients, acting as their primary point of contact. Build trusted, long-term relationships with artists, talent representatives and music businesses. Provide proactive financial, operational and strategic advice. Lead discussions regarding scope of work, service delivery and fees. Identify opportunities to enhance client service and support business growth. Technical Accounting & Advisory Review and oversee the preparation of management accounts, year-end files, VAT returns and tour accounts. Ensure accuracy, completeness and compliance across all client deliverables. Provide guidance on complex accounting and compliance matters. Liaise with external specialists, including royalty consultants and international tax advisers where required. Maintain strong technical knowledge and ensure best practice across the team. Leadership & Team Development Lead, mentor and develop a team of accounting professionals. Conduct regular one-to-ones, coaching sessions and performance reviews. Support career development and succession planning within the team. Foster a collaborative, high-performance culture focused on continuous improvement. Operational Excellence Oversee workflow management, resource planning and delivery timelines. Drive process improvements and efficiencies through effective use of systems and technology. Monitor key performance metrics and ensure delivery against team objectives. Identify and resolve operational challenges before they impact service delivery. Collaboration & Stakeholder Engagement Work closely with colleagues across specialist service areas. Contribute to cross-functional projects and initiatives. Build strong internal relationships to deliver exceptional outcomes for clients. Represent the business professionally with clients, advisers and industry contacts. About You We're looking for a commercially minded and client-focused accounting professional who thrives in a relationship-driven environment. Experience Significant experience within accounting and business services, including several years in a management role. Proven experience managing a client portfolio and delivering high-quality advisory services. Experience working with clients within the music, entertainment, media or creative sectors is highly desirable. Demonstrable experience leading and developing teams. Skills Strong commercial awareness and strategic thinking. Excellent client relationship and stakeholder management skills. Confident communicator with the ability to influence and advise at senior levels. Strong organisational and project management capabilities. Ability to manage complex and high-profile client engagements. A proactive approach to problem solving and continuous improvement. Qualifications ACA or ACCA qualified (or equivalent). Significant post-qualification experience. Handle actively welcomes applicants from under-represented backgrounds - we pride ourselves on attracting the best talent for every opportunity through a commitment to equality, diversity and inclusion.
Jun 10, 2026
Full time
Accounting & Business Manager - Music Shape the Financial Success of Leading Music Industry Clients Are you an experienced accountant with a passion for the music industry and a talent for building trusted client relationships? Our client are seeking an Accounting & Business Manager to lead the delivery of specialist business management services to a portfolio of high-profile music clients. This is an exciting opportunity to combine technical accounting expertise with strategic advisory work, supporting artists, talent, management teams and music-related businesses through every stage of their financial journey. You'll take ownership of a growing and commercially valuable client portfolio while leading a team of talented accounting professionals. Acting as a trusted adviser, you'll provide financial insight, operational guidance and commercial support in a fast-paced and dynamic sector. The Opportunity As Accounting & Business Manager, you will oversee the delivery of comprehensive business management services, ensuring the highest standards of technical accuracy, compliance and client service. You'll play a key leadership role, managing client relationships, driving team performance and contributing to the continued growth of the music division. This position offers the opportunity to work closely with high-profile clients on a variety of specialist matters including tour accounting, budgeting, VAT, financial reporting, contracts and wider commercial considerations. Key Responsibilities Client Portfolio Management Manage a portfolio of music industry clients, acting as their primary point of contact. Build trusted, long-term relationships with artists, talent representatives and music businesses. Provide proactive financial, operational and strategic advice. Lead discussions regarding scope of work, service delivery and fees. Identify opportunities to enhance client service and support business growth. Technical Accounting & Advisory Review and oversee the preparation of management accounts, year-end files, VAT returns and tour accounts. Ensure accuracy, completeness and compliance across all client deliverables. Provide guidance on complex accounting and compliance matters. Liaise with external specialists, including royalty consultants and international tax advisers where required. Maintain strong technical knowledge and ensure best practice across the team. Leadership & Team Development Lead, mentor and develop a team of accounting professionals. Conduct regular one-to-ones, coaching sessions and performance reviews. Support career development and succession planning within the team. Foster a collaborative, high-performance culture focused on continuous improvement. Operational Excellence Oversee workflow management, resource planning and delivery timelines. Drive process improvements and efficiencies through effective use of systems and technology. Monitor key performance metrics and ensure delivery against team objectives. Identify and resolve operational challenges before they impact service delivery. Collaboration & Stakeholder Engagement Work closely with colleagues across specialist service areas. Contribute to cross-functional projects and initiatives. Build strong internal relationships to deliver exceptional outcomes for clients. Represent the business professionally with clients, advisers and industry contacts. About You We're looking for a commercially minded and client-focused accounting professional who thrives in a relationship-driven environment. Experience Significant experience within accounting and business services, including several years in a management role. Proven experience managing a client portfolio and delivering high-quality advisory services. Experience working with clients within the music, entertainment, media or creative sectors is highly desirable. Demonstrable experience leading and developing teams. Skills Strong commercial awareness and strategic thinking. Excellent client relationship and stakeholder management skills. Confident communicator with the ability to influence and advise at senior levels. Strong organisational and project management capabilities. Ability to manage complex and high-profile client engagements. A proactive approach to problem solving and continuous improvement. Qualifications ACA or ACCA qualified (or equivalent). Significant post-qualification experience. Handle actively welcomes applicants from under-represented backgrounds - we pride ourselves on attracting the best talent for every opportunity through a commitment to equality, diversity and inclusion.
Reed in Partnership has been delivering public services since 1998. We are a family-owned company, whose mission has always been to positively transform people and their communities. This is reflected in our services, which we deliver to help people from all backgrounds and circumstances to change their lives for the better. Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Please note, internal applications for this role close on 12/06/2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Jun 09, 2026
Full time
Reed in Partnership has been delivering public services since 1998. We are a family-owned company, whose mission has always been to positively transform people and their communities. This is reflected in our services, which we deliver to help people from all backgrounds and circumstances to change their lives for the better. Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Please note, internal applications for this role close on 12/06/2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Qualified Mortgage and Protection Advisor Academy Programme Remote / UK-wide Self-employed Commission-based High earning potential Are you ambitious, entrepreneurial, and serious about building a long-term career in Mortgage and Protection advice? Cooper & Parks is looking for driven individuals to join them as a Mortgage and Protection Adviser. This is an opportunity to learn from experienced mortgage professionals, receive structured support, and build your own client base with the backing of an established business. This is not just a job. It is a route into building your own Mortgage and Protection advice business. Why join Cooper & Parks? At Cooper & Parks, advisers are supported to build their own client base, rather than simply servicing someone else s customers. You ll receive training, mentoring and supervision as you develop your knowledge, confidence and skills. As you progress towards competent adviser status, you ll gain more independence and the opportunity to grow your own business. Once authorised and established, there may also be the opportunity to trade under your own business style, under the Cooper & Parks banner. Cooper & Parks is part of Openwork, one of the UK s largest financial advice networks, giving you access to strong infrastructure, compliance support, systems and long-term stability. What you ll gain You ll benefit from: Structured academy training and development Support from experienced mortgage advisers and supervisors Guidance as you work towards competent adviser status The ability to build and retain your own client relationships High commission potential Remote working from anywhere in the UK Access to the tools, systems and support needed to grow The backing of Cooper & Parks and the wider Openwork network Who this would suit This opportunity would suit someone who is: Ambitious, driven and money-motivated Entrepreneurial and keen to build something of their own Interested in mortgage advice, financial services or property Coachable, resilient and willing to learn Comfortable working in a self-employed, commission-based role Organised and able to work remotely You will either be newly qualified, or on-route to being qualified. Previous experience in sales, estate agency, financial services, recruitment, property or customer service would be beneficial, but attitude, work ethic and ambition are just as important. The role As a Mortgage and Protection Advisor, you ll be supported through the early stages of your development with training, supervision and guidance. In the beginning, your work will be closely supported to help you develop in the right way. As you gain experience and demonstrate competence, the level of supervision will reduce, giving you more independence as you build your client base. This is a self-employed opportunity, so you ll need to be proactive, motivated and comfortable with performance-related earnings. For the right person, the long-term rewards can be significant. Interested? If you re serious about becoming a Mortgage and / or Protection broker and want to build your career with the support of an experienced team, we d love to hear from you. Apply today to find out more about joining the Cooper & Parks Financial Services and the Adviser Academy Applicants must have the right to work in the UK.
Jun 06, 2026
Full time
Qualified Mortgage and Protection Advisor Academy Programme Remote / UK-wide Self-employed Commission-based High earning potential Are you ambitious, entrepreneurial, and serious about building a long-term career in Mortgage and Protection advice? Cooper & Parks is looking for driven individuals to join them as a Mortgage and Protection Adviser. This is an opportunity to learn from experienced mortgage professionals, receive structured support, and build your own client base with the backing of an established business. This is not just a job. It is a route into building your own Mortgage and Protection advice business. Why join Cooper & Parks? At Cooper & Parks, advisers are supported to build their own client base, rather than simply servicing someone else s customers. You ll receive training, mentoring and supervision as you develop your knowledge, confidence and skills. As you progress towards competent adviser status, you ll gain more independence and the opportunity to grow your own business. Once authorised and established, there may also be the opportunity to trade under your own business style, under the Cooper & Parks banner. Cooper & Parks is part of Openwork, one of the UK s largest financial advice networks, giving you access to strong infrastructure, compliance support, systems and long-term stability. What you ll gain You ll benefit from: Structured academy training and development Support from experienced mortgage advisers and supervisors Guidance as you work towards competent adviser status The ability to build and retain your own client relationships High commission potential Remote working from anywhere in the UK Access to the tools, systems and support needed to grow The backing of Cooper & Parks and the wider Openwork network Who this would suit This opportunity would suit someone who is: Ambitious, driven and money-motivated Entrepreneurial and keen to build something of their own Interested in mortgage advice, financial services or property Coachable, resilient and willing to learn Comfortable working in a self-employed, commission-based role Organised and able to work remotely You will either be newly qualified, or on-route to being qualified. Previous experience in sales, estate agency, financial services, recruitment, property or customer service would be beneficial, but attitude, work ethic and ambition are just as important. The role As a Mortgage and Protection Advisor, you ll be supported through the early stages of your development with training, supervision and guidance. In the beginning, your work will be closely supported to help you develop in the right way. As you gain experience and demonstrate competence, the level of supervision will reduce, giving you more independence as you build your client base. This is a self-employed opportunity, so you ll need to be proactive, motivated and comfortable with performance-related earnings. For the right person, the long-term rewards can be significant. Interested? If you re serious about becoming a Mortgage and / or Protection broker and want to build your career with the support of an experienced team, we d love to hear from you. Apply today to find out more about joining the Cooper & Parks Financial Services and the Adviser Academy Applicants must have the right to work in the UK.
