Independent Age is the national charity focused on improving the lives of people facing financial hardship in later life. We believe no one should face financial hardship in later life. Our Helpline and expert advisers offer free, practical support to older people without enough money to live on. Through our grants programme, we support hundreds of local organisations working with older people across the UK. We use the knowledge and insight gained from our support services and partnerships to highlight the issues experienced by older people in poverty and campaign for change. We would love to find individuals from all walks of life and diverse backgrounds to join us on this journey. Responsibilities and Person Specification: This is a critical and influential role at Independent Age, reporting to the Head of Governance. The post holder will provide high-quality support across a broad and impactful portfolio, including risk management, procurement and contracts, governance, safeguarding and business continuity, helping to build a culture where accountability, learning and continuous improvement drive meaningful change. Working closely with senior leaders and the Board, you will play an important role in enabling effective and confident decision-making across every level of the charity. This is an opportunity to contribute across a wide range of areas and to see the direct impact of your work on how the organisation functions and delivers its mission. We are looking for someone with a genuine passion for risk management, alongside a strong understanding of not-for-profit governance best practice. You will also bring experience in at least one of the following areas: procurement, contracts management, third party contract risk, business continuity planning, policy management or safeguarding. You will be an excellent communicator, confident working with senior stakeholders, with strong attention to detail and a proactive, can-do approach. Above all, you will take pride in getting things done efficiently and to a high standard and be motivated by the opportunity to work for a values-led organisation making a meaningful difference to older people. This is a full-time role, 35 hours per week, which you can choose to work over five days or a 9-day fortnight. If your experience doesn t align perfectly with all of the above criteria but you do meet most of them and are excited about the role, we encourage you to apply anyway. What it s like to work at Independent Age: We celebrate diversity at Independent Age and champion the differences that make each of us unique. We actively support and encourage people from a variety of backgrounds, experiences and skill sets to join us and help shape what we do. We aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included. In line with this, our office has many inclusive features, and there is no dress code. We offer great benefits including 28 days annual leave plus public holidays, a generous pension scheme with life assurance, and fantastic learning and development opportunities. We also offer a number of enhanced leave provisions and benefits. We know that a good work life balance helps us perform at our best and supports wellbeing. Flexible working hours and hybrid working is standard for all, but if you need a different form of flexibility, we are always happy to talk flexible working. Those contracted to work in the office are required to attend the office a minimum of 4 days per month. This role supports Board and committee meetings which may be held online or in the office, meaning availability to support with this is required. You can find out more about what it s like to work at Independent Age on the Careers page on our website. Application Process: To apply, please visit our website to submit a CV and a Supporting Statement, detailing how your skills and experience meet the criteria within the Job Description and Person Specification (please do not hesitate to contact us if you have specific requirements and need support to apply in an alternative format). To support our commitment to equity, diversity and inclusion our hiring managers use anonymous shortlisting. Therefore, please do not include your name, photo, or information to indicate your gender or age in your CV and supporting statement. Please do not omit dates of employment. Please ensure the title of any uploads does not contain your name. Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure we are safeguarding those we work with. We therefore ask that you supply your full work history with explanations for any gaps in the application documents you submit and, if offered the post, we will require two employment references including your current or most recent employer. A Basic DBS check will be carried out for the successful candidate. Closing Date: Tuesday 14 July, 23:59 1st Interview Dates: Tuesday 21 and Wednesday 22 July, online via Microsoft Teams 2nd Interview Dates: Wednesday 29 July, in person at our London Office (Avonmore Road)
Jun 25, 2026
Full time
Independent Age is the national charity focused on improving the lives of people facing financial hardship in later life. We believe no one should face financial hardship in later life. Our Helpline and expert advisers offer free, practical support to older people without enough money to live on. Through our grants programme, we support hundreds of local organisations working with older people across the UK. We use the knowledge and insight gained from our support services and partnerships to highlight the issues experienced by older people in poverty and campaign for change. We would love to find individuals from all walks of life and diverse backgrounds to join us on this journey. Responsibilities and Person Specification: This is a critical and influential role at Independent Age, reporting to the Head of Governance. The post holder will provide high-quality support across a broad and impactful portfolio, including risk management, procurement and contracts, governance, safeguarding and business continuity, helping to build a culture where accountability, learning and continuous improvement drive meaningful change. Working closely with senior leaders and the Board, you will play an important role in enabling effective and confident decision-making across every level of the charity. This is an opportunity to contribute across a wide range of areas and to see the direct impact of your work on how the organisation functions and delivers its mission. We are looking for someone with a genuine passion for risk management, alongside a strong understanding of not-for-profit governance best practice. You will also bring experience in at least one of the following areas: procurement, contracts management, third party contract risk, business continuity planning, policy management or safeguarding. You will be an excellent communicator, confident working with senior stakeholders, with strong attention to detail and a proactive, can-do approach. Above all, you will take pride in getting things done efficiently and to a high standard and be motivated by the opportunity to work for a values-led organisation making a meaningful difference to older people. This is a full-time role, 35 hours per week, which you can choose to work over five days or a 9-day fortnight. If your experience doesn t align perfectly with all of the above criteria but you do meet most of them and are excited about the role, we encourage you to apply anyway. What it s like to work at Independent Age: We celebrate diversity at Independent Age and champion the differences that make each of us unique. We actively support and encourage people from a variety of backgrounds, experiences and skill sets to join us and help shape what we do. We aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included. In line with this, our office has many inclusive features, and there is no dress code. We offer great benefits including 28 days annual leave plus public holidays, a generous pension scheme with life assurance, and fantastic learning and development opportunities. We also offer a number of enhanced leave provisions and benefits. We know that a good work life balance helps us perform at our best and supports wellbeing. Flexible working hours and hybrid working is standard for all, but if you need a different form of flexibility, we are always happy to talk flexible working. Those contracted to work in the office are required to attend the office a minimum of 4 days per month. This role supports Board and committee meetings which may be held online or in the office, meaning availability to support with this is required. You can find out more about what it s like to work at Independent Age on the Careers page on our website. Application Process: To apply, please visit our website to submit a CV and a Supporting Statement, detailing how your skills and experience meet the criteria within the Job Description and Person Specification (please do not hesitate to contact us if you have specific requirements and need support to apply in an alternative format). To support our commitment to equity, diversity and inclusion our hiring managers use anonymous shortlisting. Therefore, please do not include your name, photo, or information to indicate your gender or age in your CV and supporting statement. Please do not omit dates of employment. Please ensure the title of any uploads does not contain your name. Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure we are safeguarding those we work with. We therefore ask that you supply your full work history with explanations for any gaps in the application documents you submit and, if offered the post, we will require two employment references including your current or most recent employer. A Basic DBS check will be carried out for the successful candidate. Closing Date: Tuesday 14 July, 23:59 1st Interview Dates: Tuesday 21 and Wednesday 22 July, online via Microsoft Teams 2nd Interview Dates: Wednesday 29 July, in person at our London Office (Avonmore Road)
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We're looking for a Employee Benefits Administrator to join our growing Employee Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you'll support the delivery of high-quality Group Risk and Healthcare solutions. You'll work closely with Consultants, clients and insurers to ensure a seamless service-playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you'll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times. Responsibilities Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner Support the renewal process, including: Collecting and validating membership data Liaising with insurers for quotations Preparing draft recommendation reports Produce and issue annual accounts accurately and within agreed timescales Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders Monitor outstanding payments and proactively follow up with clients Assist with invoicing, ensuring accuracy and timely processing Manage mid-term adjustments, including joiners and leavers across schemes Maintain accurate and up-to-date records across internal systems Build strong relationships with clients, consultants and insurers Prioritise workload effectively to meet deadlines across multiple client requirements What we're looking for Skills High attention to detail, particularly when working with complex data Strong organisational skills with the ability to manage multiple priorities Clear and professional communication, both written and verbal A methodical and structured approach to problem-solving Strong Excel and MS Office skills, with the ability to analyse and reconcile data Proactive mindset with a sense of ownership and accountability A collaborative team player who supports wider business goals Experience Essential: Experience in an administration or client support role Experience working to deadlines/SLA-driven environments Strong stakeholder management skills (internal and external) Experience maintaining accurate records and ensuring data integrity Ability to prioritise and manage workload effectively Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) Desirable: Experience within financial services or insurance Exposure to employee benefits or group risk administration Knowledge of: Group Income Protection (GIP) Group Life Assurance (GLA) Private Medical Insurance (PMI) Understanding of workplace pensions administration Experience supporting renewal processes Qualifications Relevant qualifications are desirable but not essential Working towards or holding a CII qualification would be advantageous Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Jun 25, 2026
Full time
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We're looking for a Employee Benefits Administrator to join our growing Employee Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you'll support the delivery of high-quality Group Risk and Healthcare solutions. You'll work closely with Consultants, clients and insurers to ensure a seamless service-playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you'll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times. Responsibilities Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner Support the renewal process, including: Collecting and validating membership data Liaising with insurers for quotations Preparing draft recommendation reports Produce and issue annual accounts accurately and within agreed timescales Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders Monitor outstanding payments and proactively follow up with clients Assist with invoicing, ensuring accuracy and timely processing Manage mid-term adjustments, including joiners and leavers across schemes Maintain accurate and up-to-date records across internal systems Build strong relationships with clients, consultants and insurers Prioritise workload effectively to meet deadlines across multiple client requirements What we're looking for Skills High attention to detail, particularly when working with complex data Strong organisational skills with the ability to manage multiple priorities Clear and professional communication, both written and verbal A methodical and structured approach to problem-solving Strong Excel and MS Office skills, with the ability to analyse and reconcile data Proactive mindset with a sense of ownership and accountability A collaborative team player who supports wider business goals Experience Essential: Experience in an administration or client support role Experience working to deadlines/SLA-driven environments Strong stakeholder management skills (internal and external) Experience maintaining accurate records and ensuring data integrity Ability to prioritise and manage workload effectively Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) Desirable: Experience within financial services or insurance Exposure to employee benefits or group risk administration Knowledge of: Group Income Protection (GIP) Group Life Assurance (GLA) Private Medical Insurance (PMI) Understanding of workplace pensions administration Experience supporting renewal processes Qualifications Relevant qualifications are desirable but not essential Working towards or holding a CII qualification would be advantageous Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
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 25, 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.
What Are We Looking For? Due to continued growth, RSE Controls have an exciting opportunity for a Graduate Accountant to join the team in Nottingham on a full-time permanent basis. Graduates are fundamental in shaping the future of both RSE Controls and the water crisis, and we encourage young people to join our team and launch their career developing innovative solutions that will have a real impact within the water industry. Some of Your Key Duties Include: Assist in the preparation and delivery of technical accounting support to RSE Controls. Prepare financial reports and perform analysis to support management reporting and decision-making. Assist with forecasting, budgeting, and financial planning activities across the RSE Controls portfolio. Help ensure the Company remains compliant with all relevant Government and HMRC financial regulations and requirements. Collaborate with the Company's tax advisers, auditors, and other external stakeholders. Monitor, analyse, and report on the performance of all RSE Controls accounts. What do you need? You will have graduated within the last two years. Qualified in an Accounts/Business Administration/Finance or other related degree. Computer literate proficiency with Microsoft Office packages. Excellent communication skills, both written and verbal. Full UK Driving Licence. Who are we? RSE Control Systems is one of the UK s leading Controls & Automation businesses and the largest within the UK municipal water market. With our national coverage and local service backed by our parent company RSE, we are shaping the future of Controls & Automation across the UK water and industrial sectors. Partnering with our clients, we supply best in class motor control centres (MCCs), control panels, power distribution, and process control systems, seamlessly integrated with industry leading software solutions. The scale of RSE Control Systems offers unmatched capacity, faster delivery, greater security and stronger technical depth, ensuring we meet our customers needs without compromising the exceptional local service reputation we have built over decades through our legacy brands. Why RSE Controls? At RSE Controls, you ll be given every opportunity to set the path of your own career and work in an environment that will require you to rise to the challenge of working for a market leader. On top of this, our benefits package include: A holiday allowance of 25 days plus Bank Holidays. Holiday Buy / Sell Scheme Discounted Gym Membership Cycle to Work Scheme EV/Hybrid Car Lease Scheme Discount Retail Platform Company Pension Scheme. In a flourishing sector where there are vast career opportunities available, we believe our niche offering to the market means our people have the space to thrive and innovate our industry
Jun 24, 2026
Full time
What Are We Looking For? Due to continued growth, RSE Controls have an exciting opportunity for a Graduate Accountant to join the team in Nottingham on a full-time permanent basis. Graduates are fundamental in shaping the future of both RSE Controls and the water crisis, and we encourage young people to join our team and launch their career developing innovative solutions that will have a real impact within the water industry. Some of Your Key Duties Include: Assist in the preparation and delivery of technical accounting support to RSE Controls. Prepare financial reports and perform analysis to support management reporting and decision-making. Assist with forecasting, budgeting, and financial planning activities across the RSE Controls portfolio. Help ensure the Company remains compliant with all relevant Government and HMRC financial regulations and requirements. Collaborate with the Company's tax advisers, auditors, and other external stakeholders. Monitor, analyse, and report on the performance of all RSE Controls accounts. What do you need? You will have graduated within the last two years. Qualified in an Accounts/Business Administration/Finance or other related degree. Computer literate proficiency with Microsoft Office packages. Excellent communication skills, both written and verbal. Full UK Driving Licence. Who are we? RSE Control Systems is one of the UK s leading Controls & Automation businesses and the largest within the UK municipal water market. With our national coverage and local service backed by our parent company RSE, we are shaping the future of Controls & Automation across the UK water and industrial sectors. Partnering with our clients, we supply best in class motor control centres (MCCs), control panels, power distribution, and process control systems, seamlessly integrated with industry leading software solutions. The scale of RSE Control Systems offers unmatched capacity, faster delivery, greater security and stronger technical depth, ensuring we meet our customers needs without compromising the exceptional local service reputation we have built over decades through our legacy brands. Why RSE Controls? At RSE Controls, you ll be given every opportunity to set the path of your own career and work in an environment that will require you to rise to the challenge of working for a market leader. On top of this, our benefits package include: A holiday allowance of 25 days plus Bank Holidays. Holiday Buy / Sell Scheme Discounted Gym Membership Cycle to Work Scheme EV/Hybrid Car Lease Scheme Discount Retail Platform Company Pension Scheme. In a flourishing sector where there are vast career opportunities available, we believe our niche offering to the market means our people have the space to thrive and innovate our industry
Staff Power Group
Newcastle Upon Tyne, Tyne And Wear
Location: Newcastle upon Tyne Hybrid Working: 1 day office / 4 days home Salary: 55,000 Basic + Bonus (OTE 80,000) The Opportunity Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses. This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration. With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential. The Role Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including: Pensions Investments Retirement Planning Protection Tax Planning Wealth Management Solutions You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice. What's Different About This Opportunity? Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity. Paraplanners receive additional payments for completed Advice Reports, with many team members producing around two reports per day. This means: 55,000 basic salary Realistic OTE of circa 80,000 Clear link between output and earnings About You We would be interested in speaking with candidates who are: Level 4 Diploma qualified Part-qualified and actively studying Qualified by experience within a paraplanning role You will ideally have experience producing suitability reports and supporting advisers within a regulated wealth management environment. Benefits 55,000 basic salary OTE circa 80,000 Hybrid working (1 day office / 4 days home) Established and growing technical planning team Long-term career progression Supportive and collaborative culture
Jun 24, 2026
Full time
Location: Newcastle upon Tyne Hybrid Working: 1 day office / 4 days home Salary: 55,000 Basic + Bonus (OTE 80,000) The Opportunity Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses. This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration. With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential. The Role Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including: Pensions Investments Retirement Planning Protection Tax Planning Wealth Management Solutions You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice. What's Different About This Opportunity? Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity. Paraplanners receive additional payments for completed Advice Reports, with many team members producing around two reports per day. This means: 55,000 basic salary Realistic OTE of circa 80,000 Clear link between output and earnings About You We would be interested in speaking with candidates who are: Level 4 Diploma qualified Part-qualified and actively studying Qualified by experience within a paraplanning role You will ideally have experience producing suitability reports and supporting advisers within a regulated wealth management environment. Benefits 55,000 basic salary OTE circa 80,000 Hybrid working (1 day office / 4 days home) Established and growing technical planning team Long-term career progression Supportive and collaborative culture
Experienced Financial Controller is required for a well-established Property & Real Estate SME in Altrincham Your new company Your new company are a UK property investment and development company focused on delivering long-term value through the acquisition, development, and active management of property assets. With a strong presence in the commercial property sector, the business has particular expertise in industrial and logistics property, alongside interests in office, retail, leisure, land, and selected residential opportunities. Your new role In your new role as Financial Controller you will lead the finance function, ensuring strong financial control, accurate reporting, statutory compliance, cash flow management, and commercial support to the leadership team. The role oversees finances across a UK commercial property portfolio and supports strategic decision making through clear analysis and reporting.The role manages day to day financial activity, prepares monthly, quarterly, and annual accounts, and ensures balance sheet reconciliations are regularly completed. It maintains financial controls, manages policies and procedures, oversees year-end statutory accounts, and works with auditors and tax advisers while ensuring compliance with UK accounting standards. You will handle property related finance, including rental income, service charges, insurance recoveries, void costs, dilapidations, and capital expenditure. It reviews asset performance, provides variance analysis, works closely with property and asset management teams, monitors lease related financial matters, and supports acquisition, disposal, refinancing, and development activities. What you'll need to succeed To succeed in this role you will be ACA/ACCA/CIMA Qualified with significant post qualification experience, ideally within commercial property, real estate, or a mufti entity investment environment. It requires experience of preparing management and statutory accounts, along with a strong background in budgeting, forecasting, cash flow, and financial control. Previous team management experience is preferred. The role requires strong technical accounting knowledge and a good understanding of UK commercial property finance, including rents, service charges, and landlord/tenant financial processes. It requires strong Excel and financial modelling skills and experience using accounting systems. High attention to detail, strong analytical capability, and excellent communication skills with the ability to present financial information clearly to non finance stakeholders are also required. What you'll get in return In return, you will receive a competitive salary of £65,000 plus bonus, reflecting the seniority and responsibility of the role. You will also benefit from 25 days holiday, providing a strong work life balance, along with private medical cover to support your health and wellbeing. Alongside this core package, you'll be joining a business where finance has a meaningful voice, offering the opportunity to influence decisions, shape processes, and contribute directly to the performance of a diverse UK property portfolio. You will work closely with an experienced leadership team, gain exposure across the full investment and asset lifecycle, and have the chance to continue developing your expertise in a supportive and growth focused environment. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Jun 24, 2026
Full time
Experienced Financial Controller is required for a well-established Property & Real Estate SME in Altrincham Your new company Your new company are a UK property investment and development company focused on delivering long-term value through the acquisition, development, and active management of property assets. With a strong presence in the commercial property sector, the business has particular expertise in industrial and logistics property, alongside interests in office, retail, leisure, land, and selected residential opportunities. Your new role In your new role as Financial Controller you will lead the finance function, ensuring strong financial control, accurate reporting, statutory compliance, cash flow management, and commercial support to the leadership team. The role oversees finances across a UK commercial property portfolio and supports strategic decision making through clear analysis and reporting.The role manages day to day financial activity, prepares monthly, quarterly, and annual accounts, and ensures balance sheet reconciliations are regularly completed. It maintains financial controls, manages policies and procedures, oversees year-end statutory accounts, and works with auditors and tax advisers while ensuring compliance with UK accounting standards. You will handle property related finance, including rental income, service charges, insurance recoveries, void costs, dilapidations, and capital expenditure. It reviews asset performance, provides variance analysis, works closely with property and asset management teams, monitors lease related financial matters, and supports acquisition, disposal, refinancing, and development activities. What you'll need to succeed To succeed in this role you will be ACA/ACCA/CIMA Qualified with significant post qualification experience, ideally within commercial property, real estate, or a mufti entity investment environment. It requires experience of preparing management and statutory accounts, along with a strong background in budgeting, forecasting, cash flow, and financial control. Previous team management experience is preferred. The role requires strong technical accounting knowledge and a good understanding of UK commercial property finance, including rents, service charges, and landlord/tenant financial processes. It requires strong Excel and financial modelling skills and experience using accounting systems. High attention to detail, strong analytical capability, and excellent communication skills with the ability to present financial information clearly to non finance stakeholders are also required. What you'll get in return In return, you will receive a competitive salary of £65,000 plus bonus, reflecting the seniority and responsibility of the role. You will also benefit from 25 days holiday, providing a strong work life balance, along with private medical cover to support your health and wellbeing. Alongside this core package, you'll be joining a business where finance has a meaningful voice, offering the opportunity to influence decisions, shape processes, and contribute directly to the performance of a diverse UK property portfolio. You will work closely with an experienced leadership team, gain exposure across the full investment and asset lifecycle, and have the chance to continue developing your expertise in a supportive and growth focused environment. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Client Contact Senior Consultant Location: Swindon (Hybrid - 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We're looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you'll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor , or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We're Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What's in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You'll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance . This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.
Jun 24, 2026
Full time
Client Contact Senior Consultant Location: Swindon (Hybrid - 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We're looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you'll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor , or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We're Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What's in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You'll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance . This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Jun 24, 2026
Full time
Wealth Planning Administrator Hailsham £26,000 - £30,000 (depending on experience) Full-time, office-based with hybrid options available Are you a wealth planning administrator looking for a company who really value and reward their team? Are you looking for your next wealth planning admin role where you can increase your technical skills? If you're already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people. About the company We're working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available. The role Your responsibilities will include: Acting as a key point of contact for clients and providers Processing new business applications and tracking cases through to completion Preparing pre- and post-meeting documentation Maintaining accurate client records and back-office systems Supporting annual review processes Drafting client correspondence and assisting with technical administration tasks Working closely with advisers and paraplanning support to ensure a seamless client journey What's on offer? Salary of £26,000 - £30,000 depending on experience Private medical healthcare 30 days holiday + Bank holidays Full training and support Long-term progression opportunities into paraplanning or advice If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in this office. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities click apply for full job details
Jun 24, 2026
Full time
Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in this office. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities click apply for full job details
Mortgage Broker Fully Remote Potential for International Travel £27,000 - £35,000 basic Uncapped Commission OTE £100,000+ Ready for a broker role where the leads are consistent, the clients are diverse and the earning potential is genuinely uncapped? A high-performing mortgage and property finance brokerage is expanding due to sustained growth and a surge in qualified enquiries. Highly connected across the industry, with numerous long-standing introducers and a strong reputation for quality, they offer brokers the ability to hit the ground running with business that can be passed over immediately. This is not a cold-lead environment, it's a firm with real volume, real relationships and real opportunity. You'll join a team powered by warm, high-intent enquiries and supported by a network of UK and international introducers, giving you genuine global exposure and the infrastructure to perform at your best. What You'll Be Doing Providing tailored mortgage advice across residential, buy-to-let, specialist and international scenarios Managing cases from first enquiry through to completion Supporting both UK-based and overseas clients, including expat and non-standard cases Converting a reliable stream of high-quality, qualified enquiries Building strong relationships with developers, introducers and lenders Ensuring all advice is compliant, ethical and client-focused Contributing to a collaborative, performance-driven remote team What You'll Bring CeMAP (or equivalent) qualification At least 12 months experience in mortgage advice, broking. Confidence managing your own pipeline in a remote environment Strong communication skills and a client-centric approach Motivation to maximise performance and earnings Experience with international, expat or specialist lending is beneficial but not essential What's on Offer £27,000-£35,000 basic salary (experience-dependent) Uncapped, tiered commission with realistic OTE £100,000+ Full admin support. A consistent flow of high-quality, qualified enquiries, no cold calling, no purchased data Access to established introducer and developer channels with proven business volume Exposure to UK and international clients, adding depth to your experience Ongoing support from experienced mortgage professionals A growth-focused, collaborative culture where performance is recognised Full remote setup, flexibility and autonomy The chance to join a brokerage with real relationships, real volume and no compromise on lead quality Apply Now If you're ready to step into a role with consistent, high-intent enquiries, strong introducer relationships and no compromise on quality, we'd welcome a confidential conversation. Your performance will be matched with real earning potential. Equal Opportunities Aspired Careers is committed to equal opportunities and welcomes applications from all individuals regardless of age, disability, gender identity, marital status, pregnancy, race, religion, sex or sexual orientation. We believe in creating an inclusive environment where everyone can thrive. Mortgage Broker, Mortgage Adviser, Remote Mortgage Jobs, CeMAP, Mortgage Consultant, Property Finance, UK Mortgage Careers, Work from Home Mortgage Broker, International Mortgages, Expat Mortgages, Specialist Lending, Buy to Let, Residential Mortgages, Mortgage Jobs UK, Property Developers, Introducer Leads, Remote Financial Services Jobs, Mortgage Advisor Roles.
Jun 24, 2026
Full time
Mortgage Broker Fully Remote Potential for International Travel £27,000 - £35,000 basic Uncapped Commission OTE £100,000+ Ready for a broker role where the leads are consistent, the clients are diverse and the earning potential is genuinely uncapped? A high-performing mortgage and property finance brokerage is expanding due to sustained growth and a surge in qualified enquiries. Highly connected across the industry, with numerous long-standing introducers and a strong reputation for quality, they offer brokers the ability to hit the ground running with business that can be passed over immediately. This is not a cold-lead environment, it's a firm with real volume, real relationships and real opportunity. You'll join a team powered by warm, high-intent enquiries and supported by a network of UK and international introducers, giving you genuine global exposure and the infrastructure to perform at your best. What You'll Be Doing Providing tailored mortgage advice across residential, buy-to-let, specialist and international scenarios Managing cases from first enquiry through to completion Supporting both UK-based and overseas clients, including expat and non-standard cases Converting a reliable stream of high-quality, qualified enquiries Building strong relationships with developers, introducers and lenders Ensuring all advice is compliant, ethical and client-focused Contributing to a collaborative, performance-driven remote team What You'll Bring CeMAP (or equivalent) qualification At least 12 months experience in mortgage advice, broking. Confidence managing your own pipeline in a remote environment Strong communication skills and a client-centric approach Motivation to maximise performance and earnings Experience with international, expat or specialist lending is beneficial but not essential What's on Offer £27,000-£35,000 basic salary (experience-dependent) Uncapped, tiered commission with realistic OTE £100,000+ Full admin support. A consistent flow of high-quality, qualified enquiries, no cold calling, no purchased data Access to established introducer and developer channels with proven business volume Exposure to UK and international clients, adding depth to your experience Ongoing support from experienced mortgage professionals A growth-focused, collaborative culture where performance is recognised Full remote setup, flexibility and autonomy The chance to join a brokerage with real relationships, real volume and no compromise on lead quality Apply Now If you're ready to step into a role with consistent, high-intent enquiries, strong introducer relationships and no compromise on quality, we'd welcome a confidential conversation. Your performance will be matched with real earning potential. Equal Opportunities Aspired Careers is committed to equal opportunities and welcomes applications from all individuals regardless of age, disability, gender identity, marital status, pregnancy, race, religion, sex or sexual orientation. We believe in creating an inclusive environment where everyone can thrive. Mortgage Broker, Mortgage Adviser, Remote Mortgage Jobs, CeMAP, Mortgage Consultant, Property Finance, UK Mortgage Careers, Work from Home Mortgage Broker, International Mortgages, Expat Mortgages, Specialist Lending, Buy to Let, Residential Mortgages, Mortgage Jobs UK, Property Developers, Introducer Leads, Remote Financial Services Jobs, Mortgage Advisor Roles.
An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure . You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service. The Opportunity: As the Financial Administrator , you will take ownership of a wide range of back-office and client support responsibilities. This includes new business processing, client meeting follow-ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently. This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations. What You'll Be Doing: Handling new business processing and preparing documentation Completing client meeting follow-ups and updating internal systems Maintaining accurate records across Salesforce and other platforms Managing client communications and incoming calls professionally Coordinating marketing materials and client engagement activities Overseeing mail, scanning, logging, and document workflows Supporting advisers with review management and pipeline tracking Preparing client files and assisting with onboarding processes What's on Offer: Salary: Up to £45,000 + Bonus Working Environment: Hybrid working, autonomy, and a supportive culture Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression Who We're Looking For: Experience within an SJP practice or similar financial planning environment Strong proficiency with Salesforce and other internal systems Excellent organisational skills and attention to detail A client-focused mindset with strong communication skills Ability to manage multiple tasks in a fast-paced environment Interested? Please contact Laura at Financial Divisions
Jun 24, 2026
Full time
An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure . You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service. The Opportunity: As the Financial Administrator , you will take ownership of a wide range of back-office and client support responsibilities. This includes new business processing, client meeting follow-ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently. This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations. What You'll Be Doing: Handling new business processing and preparing documentation Completing client meeting follow-ups and updating internal systems Maintaining accurate records across Salesforce and other platforms Managing client communications and incoming calls professionally Coordinating marketing materials and client engagement activities Overseeing mail, scanning, logging, and document workflows Supporting advisers with review management and pipeline tracking Preparing client files and assisting with onboarding processes What's on Offer: Salary: Up to £45,000 + Bonus Working Environment: Hybrid working, autonomy, and a supportive culture Support Structure: Full administrative and paraplanning support, plus access to advanced systems and technology Career Development: Opportunities to grow within the firm, with a strong focus on work-life balance and long-term progression Who We're Looking For: Experience within an SJP practice or similar financial planning environment Strong proficiency with Salesforce and other internal systems Excellent organisational skills and attention to detail A client-focused mindset with strong communication skills Ability to manage multiple tasks in a fast-paced environment Interested? Please contact Laura at Financial Divisions
Finance Director Your new company This is a rare opportunity to join a highly regarded global blue chip listed organisation at a time of significant change, digitalisation and transformation. The business is widely recognised as an employer of choice, with an excellent reputation both within the UK market and internationally, and very rarely recruits externally at this level.Based in West London, the organisation operates from smart corporate offices with parking and excellent transport links, including easy access from the station. You will work closely with a high calibre UK finance team, supported by a well established offshore shared services centre.Reporting directly to the Group CFO, this UK Finance Director role offers the opportunity to play a pivotal role within a large, complex and evolving organisation, partnering closely with the C suite and influencing strategy at the highest level. The business has a strong track record of staff retention, leadership development and succession planning, making this a genuinely long term career opportunity. Your new role As UK Finance Director, you will provide strategic financial leadership to the UK operations, shaping both short and long term financial plans to support sustainable growth, performance and profitability.You will act as a trusted commercial adviser to the CEO and senior leadership team, providing insight and constructive challenge on investment decisions, transformation initiatives and operational performance. You will partner closely with operational leaders to ensure robust financial governance, high quality reporting and informed strategic decision making.You will have full ownership of the UK profit and loss and balance sheet, with direct responsibility for a large regional finance team of approximately sixty people across onshore and offshore locations.Your responsibilities will include strategic commercial leadership, financial planning and analysis, control, compliance and reporting, cash and working capital management, and senior stakeholder management across the business. What you'll need to succeed You will be a qualified accountant with significant post qualification experience in senior finance leadership roles, bringing a strong track record of people development and operational involvement.You will be commercially astute, confident in challenging at senior level, and able to combine attention to detail with the ability to see the bigger picture.Strong technical accounting skills are essential, alongside excellent business partnering capability and experience operating within a professional services, FTSE or large international organisation.Experience of leading transformation programmes, including ERP or systems implementations, will be highly valued, as will extensive exposure to audit and tax processes within a complex environment. What you'll get in return A highly competitive remuneration package including a salary £150,000 to £200,000, family private medical insurance, car allowance and an annual bonus of up to 25 per cent.Flexible hybrid working is offered.This is a rare opportunity to operate at the top of a major organisation with genuine influence and long term career potential. What you need to do now If you are interested in this role, click apply now to forward an up to date copy of your CV, or contact us directly for more information.If this job is not quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career
Jun 24, 2026
Full time
Finance Director Your new company This is a rare opportunity to join a highly regarded global blue chip listed organisation at a time of significant change, digitalisation and transformation. The business is widely recognised as an employer of choice, with an excellent reputation both within the UK market and internationally, and very rarely recruits externally at this level.Based in West London, the organisation operates from smart corporate offices with parking and excellent transport links, including easy access from the station. You will work closely with a high calibre UK finance team, supported by a well established offshore shared services centre.Reporting directly to the Group CFO, this UK Finance Director role offers the opportunity to play a pivotal role within a large, complex and evolving organisation, partnering closely with the C suite and influencing strategy at the highest level. The business has a strong track record of staff retention, leadership development and succession planning, making this a genuinely long term career opportunity. Your new role As UK Finance Director, you will provide strategic financial leadership to the UK operations, shaping both short and long term financial plans to support sustainable growth, performance and profitability.You will act as a trusted commercial adviser to the CEO and senior leadership team, providing insight and constructive challenge on investment decisions, transformation initiatives and operational performance. You will partner closely with operational leaders to ensure robust financial governance, high quality reporting and informed strategic decision making.You will have full ownership of the UK profit and loss and balance sheet, with direct responsibility for a large regional finance team of approximately sixty people across onshore and offshore locations.Your responsibilities will include strategic commercial leadership, financial planning and analysis, control, compliance and reporting, cash and working capital management, and senior stakeholder management across the business. What you'll need to succeed You will be a qualified accountant with significant post qualification experience in senior finance leadership roles, bringing a strong track record of people development and operational involvement.You will be commercially astute, confident in challenging at senior level, and able to combine attention to detail with the ability to see the bigger picture.Strong technical accounting skills are essential, alongside excellent business partnering capability and experience operating within a professional services, FTSE or large international organisation.Experience of leading transformation programmes, including ERP or systems implementations, will be highly valued, as will extensive exposure to audit and tax processes within a complex environment. What you'll get in return A highly competitive remuneration package including a salary £150,000 to £200,000, family private medical insurance, car allowance and an annual bonus of up to 25 per cent.Flexible hybrid working is offered.This is a rare opportunity to operate at the top of a major organisation with genuine influence and long term career potential. What you need to do now If you are interested in this role, click apply now to forward an up to date copy of your CV, or contact us directly for more information.If this job is not quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career
My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options.
Jun 24, 2026
Full time
My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Jun 24, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Jun 24, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Jun 24, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Are you a Paraplanner looking for a role where you can continue developing your technical expertise whilst working alongside experienced financial planning professionals? A growing and highly respected Financial Planning firm is seeking a Paraplanner to join its collaborative team based in Bromley. This opportunity would suit an individual with at least 12 months of paraplanning experience who has achieved, or is working towards, their Level 4 Diploma and is looking to take the next step in their career. Working closely with Financial Advisers, a Senior Paraplanner and a Junior Paraplanner, you'll gain exposure to a wide range of financial planning cases whilst developing your technical knowledge across pensions, investments, protection and retirement planning. The Opportunity • Salary up to £40,000 depending on experience • Fully funded professional qualifications and ongoing study support • Structured mentoring and development from experienced colleagues • Direct exposure to Advisers and the full financial planning process • Prestigious office environment in Bromley Old Town Hall • Clear long-term career progression opportunities • Supportive and collaborative team culture Key Responsibilities • Preparing suitability reports and recommendation letters • Conducting research across pensions, investments and protection products • Supporting Advisers with technical and administrative aspects of client cases • Reviewing existing arrangements and analysing recommendations • Assisting with financial planning and report preparation • Ensuring documentation remains compliant and FCA-aligned About You • Minimum 12 months' experience within a Paraplanning role • Level 4 Diploma qualified or actively working towards completion • Strong technical knowledge of financial planning products and solutions • Excellent written communication skills • Organised, detail-oriented and able to manage multiple priorities • Ambitious and keen to continue developing professionally This is an excellent opportunity to join a growing financial planning business where your contribution will be visible, your development will be supported, and you'll have the opportunity to accelerate your career within a close-knit and experienced team. To apply or find out more, please get in touch for a confidential discussion
Jun 24, 2026
Full time
Are you a Paraplanner looking for a role where you can continue developing your technical expertise whilst working alongside experienced financial planning professionals? A growing and highly respected Financial Planning firm is seeking a Paraplanner to join its collaborative team based in Bromley. This opportunity would suit an individual with at least 12 months of paraplanning experience who has achieved, or is working towards, their Level 4 Diploma and is looking to take the next step in their career. Working closely with Financial Advisers, a Senior Paraplanner and a Junior Paraplanner, you'll gain exposure to a wide range of financial planning cases whilst developing your technical knowledge across pensions, investments, protection and retirement planning. The Opportunity • Salary up to £40,000 depending on experience • Fully funded professional qualifications and ongoing study support • Structured mentoring and development from experienced colleagues • Direct exposure to Advisers and the full financial planning process • Prestigious office environment in Bromley Old Town Hall • Clear long-term career progression opportunities • Supportive and collaborative team culture Key Responsibilities • Preparing suitability reports and recommendation letters • Conducting research across pensions, investments and protection products • Supporting Advisers with technical and administrative aspects of client cases • Reviewing existing arrangements and analysing recommendations • Assisting with financial planning and report preparation • Ensuring documentation remains compliant and FCA-aligned About You • Minimum 12 months' experience within a Paraplanning role • Level 4 Diploma qualified or actively working towards completion • Strong technical knowledge of financial planning products and solutions • Excellent written communication skills • Organised, detail-oriented and able to manage multiple priorities • Ambitious and keen to continue developing professionally This is an excellent opportunity to join a growing financial planning business where your contribution will be visible, your development will be supported, and you'll have the opportunity to accelerate your career within a close-knit and experienced team. To apply or find out more, please get in touch for a confidential discussion
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
Jun 24, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Jun 24, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Simpson Recruitment Services
Sutton Coldfield, West Midlands
Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity. What you will do Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly Schedule and track client review meetings and maintain proactive contact with the client base Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy Prepare client-facing documentation, reports and correspondence to a consistently professional standard Ensure adviser charges are correctly set up, tracked and reconciled monthly Maintain pipeline and client records within Xplan CRM What you will bring At least three years' experience in a client-facing or customer service role Strong written communication skills with genuine attention to detail Confident with Microsoft Office and comfortable learning new systems Well organised, self-managing and able to prioritise under pressure Experience in financial services administration is desirable but not essential Why this role? The firm operates a four-day working week around 30 hours, Monday to Thursday. You will work in a small, professional environment where high standards are expected and good work is recognised. A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification. Salary 28,000 to 30,000 depending on experience. Flexible start / end times Based in Sutton Coldfield easy for public transport / free parking To apply, please send your CV to Gary Simpson
Jun 24, 2026
Full time
Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity. What you will do Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly Schedule and track client review meetings and maintain proactive contact with the client base Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy Prepare client-facing documentation, reports and correspondence to a consistently professional standard Ensure adviser charges are correctly set up, tracked and reconciled monthly Maintain pipeline and client records within Xplan CRM What you will bring At least three years' experience in a client-facing or customer service role Strong written communication skills with genuine attention to detail Confident with Microsoft Office and comfortable learning new systems Well organised, self-managing and able to prioritise under pressure Experience in financial services administration is desirable but not essential Why this role? The firm operates a four-day working week around 30 hours, Monday to Thursday. You will work in a small, professional environment where high standards are expected and good work is recognised. A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification. Salary 28,000 to 30,000 depending on experience. Flexible start / end times Based in Sutton Coldfield easy for public transport / free parking To apply, please send your CV to Gary Simpson
