Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of the organisations Health & Social Care Programme: The Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape the company's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with the company's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of the company's London offices, however the company operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
Jun 19, 2026
Full time
Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of the organisations Health & Social Care Programme: The Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape the company's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with the company's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of the company's London offices, however the company operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of techUK's Health & Social Care Programme: techUK's Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape techUK's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with techUK's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of techUK's London offices, however techUK operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
Jun 19, 2026
Full time
Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of techUK's Health & Social Care Programme: techUK's Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape techUK's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with techUK's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of techUK's London offices, however techUK operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role
IFA Administrator Location: South Leicestershire (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working hours and hybrid working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service A genuinely supportive team If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.
Jun 19, 2026
Full time
IFA Administrator Location: South Leicestershire (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working hours and hybrid working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service A genuinely supportive team If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.
IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.
Jun 19, 2026
Full time
IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Jun 19, 2026
Full time
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Kickstart Your Career in Finance - Join Our Client's Dynamic Team in Edinburgh! Are you a motivated candidate looking to break into the world of finance? This is your chance to be part of an innovative, fast-paced financial practice in Edinburgh City Centre! We're looking for a proactive Administrative Assistant to support our client's team of expert Financial Advisers in delivering exceptional client experiences! Role: Administrative Assistant Location: Edinburgh City Centre Salary: 26,000 per annum Hours: Monday - Friday, 8:30am - 5pm Why Join? Be at the heart of a thriving wealth management practice Gain hands-on experience in financial services Build strong client relationships and contribute creative ideas Receive expert training and opportunities for career growth What You'll Be Doing: Processing business transactions with accuracy and efficiency Managing emails and ensuring timely responses Overseeing office supplies and purchases Providing crucial support to fee earners and advisers Keeping spreadsheets and databases up to date Handling client queries via phone, email, and written communication Assisting with investment and mortgage business processing Preparing for client meetings with research and documentation Welcoming clients into our Edinburgh office and making them feel at home Scheduling appointments, managing diaries (no cold calling!) Helping with personal and business project management Who We're Looking For: Administrative experience A tech-savvy individual with strong office software skills A confident communicator, both written and verbal A proactive team player with a client-first mindset A self-motivated problem solver who thrives in a dynamic environment What's in It for You? Professional development and career progression opportunities A creative, supportive, and collaborative work culture Comprehensive training to sharpen your skills If you're eager to launch your career in wealth management and work with a team that values innovation, client care, and personal growth - we want to hear from you! This vacancy is being advertised on behalf of Office Angels who are operating as an employment agency. Office Angels are an equal opportunities employer. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 19, 2026
Full time
Kickstart Your Career in Finance - Join Our Client's Dynamic Team in Edinburgh! Are you a motivated candidate looking to break into the world of finance? This is your chance to be part of an innovative, fast-paced financial practice in Edinburgh City Centre! We're looking for a proactive Administrative Assistant to support our client's team of expert Financial Advisers in delivering exceptional client experiences! Role: Administrative Assistant Location: Edinburgh City Centre Salary: 26,000 per annum Hours: Monday - Friday, 8:30am - 5pm Why Join? Be at the heart of a thriving wealth management practice Gain hands-on experience in financial services Build strong client relationships and contribute creative ideas Receive expert training and opportunities for career growth What You'll Be Doing: Processing business transactions with accuracy and efficiency Managing emails and ensuring timely responses Overseeing office supplies and purchases Providing crucial support to fee earners and advisers Keeping spreadsheets and databases up to date Handling client queries via phone, email, and written communication Assisting with investment and mortgage business processing Preparing for client meetings with research and documentation Welcoming clients into our Edinburgh office and making them feel at home Scheduling appointments, managing diaries (no cold calling!) Helping with personal and business project management Who We're Looking For: Administrative experience A tech-savvy individual with strong office software skills A confident communicator, both written and verbal A proactive team player with a client-first mindset A self-motivated problem solver who thrives in a dynamic environment What's in It for You? Professional development and career progression opportunities A creative, supportive, and collaborative work culture Comprehensive training to sharpen your skills If you're eager to launch your career in wealth management and work with a team that values innovation, client care, and personal growth - we want to hear from you! This vacancy is being advertised on behalf of Office Angels who are operating as an employment agency. Office Angels are an equal opportunities employer. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
Jun 19, 2026
Full time
Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
We are seeking a Head of Finance to lead the day-to-day finance function across the Group with the head office based in Newtown, Mid Wales. This is a key senior role, working closely with the Finance Director and leadership team to ensure robust financial control, high-quality reporting, and clear commercial insight with a potential fast track to Finance Director. You'll play a pivotal role in supporting strategic decision-making, strengthening processes and controls, and driving continuous improvement across a growing, multi-entity business. Key Responsibilities Lead the monthly close process, delivering timely, accurate and insightful reporting Oversee consolidated management accounts, statutory reporting, budgets, and forecasts Provide detailed financial analysis, challenging assumptions and identifying risks and opportunities Partner with budget holders to drive performance against financial targets Ensure compliance with accounting standards, tax legislation, and regulatory requirements Strengthen financial controls, processes, and systems across the Group Manage relationships with auditors, tax advisers, banks, and external partners Oversee treasury, cash flow, and FX requirements Support tax matters including corporation tax, VAT, transfer pricing, and R&D claims Contribute to company secretarial and corporate governance requirements Collaborate with the US team on cross-border financial matters About You ACA / ACCA qualified, ideally with an audit background Strong technical expertise across financial reporting, controls, budgeting, and compliance Experience operating in a multi-entity (ideally international) environment Strong systems knowledge, with ERP experience and a focus on improving processes You'll bring a calm, supportive leadership with the ability to guide teams through busy periods, a coaching mindset, developing capability within the finance team and be a clear, confident communicator across all levels with the ability to influence across the business This is a fantastic opportunity to step into a high-impact leadership role, working closely with senior stakeholders and shaping the future of the finance function within a growing international business. To discuss this role in further detail please do contact Mark Wishart at Pure on or
Jun 19, 2026
Full time
We are seeking a Head of Finance to lead the day-to-day finance function across the Group with the head office based in Newtown, Mid Wales. This is a key senior role, working closely with the Finance Director and leadership team to ensure robust financial control, high-quality reporting, and clear commercial insight with a potential fast track to Finance Director. You'll play a pivotal role in supporting strategic decision-making, strengthening processes and controls, and driving continuous improvement across a growing, multi-entity business. Key Responsibilities Lead the monthly close process, delivering timely, accurate and insightful reporting Oversee consolidated management accounts, statutory reporting, budgets, and forecasts Provide detailed financial analysis, challenging assumptions and identifying risks and opportunities Partner with budget holders to drive performance against financial targets Ensure compliance with accounting standards, tax legislation, and regulatory requirements Strengthen financial controls, processes, and systems across the Group Manage relationships with auditors, tax advisers, banks, and external partners Oversee treasury, cash flow, and FX requirements Support tax matters including corporation tax, VAT, transfer pricing, and R&D claims Contribute to company secretarial and corporate governance requirements Collaborate with the US team on cross-border financial matters About You ACA / ACCA qualified, ideally with an audit background Strong technical expertise across financial reporting, controls, budgeting, and compliance Experience operating in a multi-entity (ideally international) environment Strong systems knowledge, with ERP experience and a focus on improving processes You'll bring a calm, supportive leadership with the ability to guide teams through busy periods, a coaching mindset, developing capability within the finance team and be a clear, confident communicator across all levels with the ability to influence across the business This is a fantastic opportunity to step into a high-impact leadership role, working closely with senior stakeholders and shaping the future of the finance function within a growing international business. To discuss this role in further detail please do contact Mark Wishart at Pure on or
IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Jun 19, 2026
Full time
IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Location: Hybrid working including home working and Citizens Advice Camden service delivery and outreach locations Start Date: As soon as possible About Citizens Advice Camden We are a well-respected local charity with more than 85 years experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people s lives. We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs. Role Purpose The Camden Food Mission is a new service designed to deliver advice in food settings across Camden. This service is a direct response to local food insecurity across the council. It will deliver a floating advice service embedded primarily within food support locations, aiming to reach people who would not otherwise access advice services. The service will focus on stabilising income, managing debt, and reducing reliance on crisis provision. The project will be delivered through a mix of face-to-face, telephone, and digital channels. Face-to-face appointments will be held in community food locations, with an emphasis on a flexible, visible presence to maximise reach. We are recruiting a full-time debt adviser to join this project, to work alongside an established and experienced generalist adviser. Ideally, you will be an experienced money adviser, and able to deliver high quality debt advice and on-going casework to clients. You will be an approved DRO intermediary or be willing to work towards becoming a DRO Intermediary by completing the relevant training. You should also hold the IMA Certificate of Money Advice Practice (CertMAP) or be willing to work towards obtaining this. The CertMAP and DRO Intermediary status are prerequisites to be considered at Senior Level. Role Profile Provide debt advice and specialist casework that is in-depth and complex and covers the full range of debt advice. Work to achievable targets in line with the criteria set by the funder. Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities. Research and explore options and implications so that clients can make informed decisions. Act for clients where necessary using appropriate communication skills and channels. Advise clients who are eligible for a DRO of the possible implications, duties and obligations and complete and submit DRO applications on their behalf. Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate. Ensure that all work conforms to Financial Conduct Authority standards, the Advice Quality Standard and the requirements of the funder.Ensure that work reflects and supports the Citizens Advice service s equality and diversity strategy. Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.Liaise with advice partners to set up and deliver advice sessions in community outreach locations as required To apply, complete our application form and online application process on our website. Closing deadline for applications is: 9.00am on Monday, 13 July 2026 CVs are not accepted. Interview date: w/c 13 July 2026 Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.
Jun 18, 2026
Full time
Location: Hybrid working including home working and Citizens Advice Camden service delivery and outreach locations Start Date: As soon as possible About Citizens Advice Camden We are a well-respected local charity with more than 85 years experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people s lives. We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs. Role Purpose The Camden Food Mission is a new service designed to deliver advice in food settings across Camden. This service is a direct response to local food insecurity across the council. It will deliver a floating advice service embedded primarily within food support locations, aiming to reach people who would not otherwise access advice services. The service will focus on stabilising income, managing debt, and reducing reliance on crisis provision. The project will be delivered through a mix of face-to-face, telephone, and digital channels. Face-to-face appointments will be held in community food locations, with an emphasis on a flexible, visible presence to maximise reach. We are recruiting a full-time debt adviser to join this project, to work alongside an established and experienced generalist adviser. Ideally, you will be an experienced money adviser, and able to deliver high quality debt advice and on-going casework to clients. You will be an approved DRO intermediary or be willing to work towards becoming a DRO Intermediary by completing the relevant training. You should also hold the IMA Certificate of Money Advice Practice (CertMAP) or be willing to work towards obtaining this. The CertMAP and DRO Intermediary status are prerequisites to be considered at Senior Level. Role Profile Provide debt advice and specialist casework that is in-depth and complex and covers the full range of debt advice. Work to achievable targets in line with the criteria set by the funder. Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities. Research and explore options and implications so that clients can make informed decisions. Act for clients where necessary using appropriate communication skills and channels. Advise clients who are eligible for a DRO of the possible implications, duties and obligations and complete and submit DRO applications on their behalf. Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate. Ensure that all work conforms to Financial Conduct Authority standards, the Advice Quality Standard and the requirements of the funder.Ensure that work reflects and supports the Citizens Advice service s equality and diversity strategy. Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.Liaise with advice partners to set up and deliver advice sessions in community outreach locations as required To apply, complete our application form and online application process on our website. Closing deadline for applications is: 9.00am on Monday, 13 July 2026 CVs are not accepted. Interview date: w/c 13 July 2026 Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.
Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol
Jun 18, 2026
Full time
Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol
IFA Administrator Location: Colchester, Essex Salary: £30,000 - £33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 18, 2026
Full time
IFA Administrator Location: Colchester, Essex Salary: £30,000 - £33,500 (Dependent on experience) Days/ Hours of work: Monday - Friday, 8:30am - 5:00pm Benefits 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas Death in Service policy Income Protection Workplace pension scheme Friendly, close knit and supportive team environment Parking costs covered/ space provided where available A well established and highly regarded Independent Financial Advisory firm based in Colchester is looking to add an experienced IFA Administrator to their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high quality wealth management services and maintaining strong client relationships. You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish. Duties Processing new business applications for both new and existing clients Managing pension and ISA transfers from initiation through to completion Handling trust applications and inheritance tax planning cases Processing tax wrapper switches and withdrawals Setting up investment income and pension income Managing Letters of Authority and annuity applications Submitting applications and ensuring accurate completion across all systems Tracking cases and providing updates through to completion Liaising with providers and clients to resolve queries Using intelliflo as the core CRM/database system Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA firm (essential) Strong background in new business processing across a variety of financial products Experience handling cases from start to finish Excellent attention to detail and organisational skills Strong communication and relationship building abilities A team player who thrives in a collaborative, friendly but hardworking environment Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible Working Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team. This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package. The Role As a Financial Administrator, you will: Process new business across investments, pensions, mortgages, and protection products Support client servicing activities, including fund switches, rebalances, and withdrawals Produce quotations using provider platforms and exchange systems Handle policy enquiries and liaise with providers Provide administrative support to Financial Advisers and the wider team Manage incoming and outgoing correspondence Assist with reception and telephone duties when required Maintain accurate client records and documentation Financial Administrator requirements: Previous experience within a Financial Services or IFA environment Strong organisational skills with excellent attention to detail Ability to prioritise workloads and meet deadlines effectively Excellent communication skills, both written and verbal Strong IT skills, including Microsoft Word, Excel, and Outlook Experience using IO (Intelliflo) back-office systems would be advantageous Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial What's on Offer? £28,000 - £32,000 basic salary 25 days holiday + bank holidays Annual salary review Pension scheme Ongoing training and career development Professional qualifications funded, including study leave Supportive and professional working environment Working hours Monday to Friday, 9:00am-5:30pm Flexible working hours available Apply Today! If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
Jun 18, 2026
Full time
Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible Working Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team. This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package. The Role As a Financial Administrator, you will: Process new business across investments, pensions, mortgages, and protection products Support client servicing activities, including fund switches, rebalances, and withdrawals Produce quotations using provider platforms and exchange systems Handle policy enquiries and liaise with providers Provide administrative support to Financial Advisers and the wider team Manage incoming and outgoing correspondence Assist with reception and telephone duties when required Maintain accurate client records and documentation Financial Administrator requirements: Previous experience within a Financial Services or IFA environment Strong organisational skills with excellent attention to detail Ability to prioritise workloads and meet deadlines effectively Excellent communication skills, both written and verbal Strong IT skills, including Microsoft Word, Excel, and Outlook Experience using IO (Intelliflo) back-office systems would be advantageous Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial What's on Offer? £28,000 - £32,000 basic salary 25 days holiday + bank holidays Annual salary review Pension scheme Ongoing training and career development Professional qualifications funded, including study leave Supportive and professional working environment Working hours Monday to Friday, 9:00am-5:30pm Flexible working hours available Apply Today! If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
IFA Administrator Location: Southport Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.
Jun 18, 2026
Full time
IFA Administrator Location: Southport Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.
Job Description We're recruiting a Senior Information Security Analyst to support the Chief Information Security Officer in strengthening and evolving the organisation's security posture across Technology Services. This is a hands-on, operational role where you'll play a key part in protecting our systems and customers by identifying, analysing and responding to security threats. In many ways, you'll act as a digital detective, investigating unusual activity, uncovering potential risks, and helping to keep both our customers and organisation safe. You'll also help drive continuous improvement across our security operations capability, influencing how we detect, prevent and respond to risk across the organisation. Key responsibilities Act as a first responder for security incidents, including participation in on-call support Monitor, triage and respond to security alerts and events, prioritising based on risk and impact Analyse security data to identify trends, vulnerabilities and emerging threats Support incident response activity, ensuring effective investigation and resolution Oversee vulnerability management and support patching activities, validating effectiveness through scanning and review Operate and support key security technologies including SIEM, endpoint protection and email/web security tools Monitor external threat intelligence sources and assess relevance to the organisation Produce and report on security metrics, KPIs and operational performance Technical expertise Strong understanding of information security principles, risk management and the threat landscape Experience operating and monitoring security tooling such as SIEM, endpoint protection and email/web security solutions Ability to conduct proactive threat hunting and contribute to improving detection capability Awareness of cloud security controls and standards Experience working with enterprise systems such as Microsoft Active Directory, Windows and Linux Understanding of network security technologies such as proxies, DLP and endpoint controls Skills and experience Experience working within recognised information security frameworks (e.g. ISO27001, NIST) Proven experience in an information security role, ideally within financial services or a regulated environment Strong analytical skills with the ability to interpret data and support decision-making Confident taking ownership and driving issues through to resolution Comfortable challenging processes to improve security outcomes Strong communication skills, both written and verbal Well organised with the ability to manage competing priorities Commitment to continuous professional development (e.g. CISSP or equivalent) About AJ Bell At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026, a reflection of our supportive and collaborative culture. What we offer Competitive starting salary 26 days holiday, increasing with service + buy/sell scheme + bank holidays 7% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of working time per month in the office. For new team members, an initial period will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. Agency information This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.
Jun 18, 2026
Full time
Job Description We're recruiting a Senior Information Security Analyst to support the Chief Information Security Officer in strengthening and evolving the organisation's security posture across Technology Services. This is a hands-on, operational role where you'll play a key part in protecting our systems and customers by identifying, analysing and responding to security threats. In many ways, you'll act as a digital detective, investigating unusual activity, uncovering potential risks, and helping to keep both our customers and organisation safe. You'll also help drive continuous improvement across our security operations capability, influencing how we detect, prevent and respond to risk across the organisation. Key responsibilities Act as a first responder for security incidents, including participation in on-call support Monitor, triage and respond to security alerts and events, prioritising based on risk and impact Analyse security data to identify trends, vulnerabilities and emerging threats Support incident response activity, ensuring effective investigation and resolution Oversee vulnerability management and support patching activities, validating effectiveness through scanning and review Operate and support key security technologies including SIEM, endpoint protection and email/web security tools Monitor external threat intelligence sources and assess relevance to the organisation Produce and report on security metrics, KPIs and operational performance Technical expertise Strong understanding of information security principles, risk management and the threat landscape Experience operating and monitoring security tooling such as SIEM, endpoint protection and email/web security solutions Ability to conduct proactive threat hunting and contribute to improving detection capability Awareness of cloud security controls and standards Experience working with enterprise systems such as Microsoft Active Directory, Windows and Linux Understanding of network security technologies such as proxies, DLP and endpoint controls Skills and experience Experience working within recognised information security frameworks (e.g. ISO27001, NIST) Proven experience in an information security role, ideally within financial services or a regulated environment Strong analytical skills with the ability to interpret data and support decision-making Confident taking ownership and driving issues through to resolution Comfortable challenging processes to improve security outcomes Strong communication skills, both written and verbal Well organised with the ability to manage competing priorities Commitment to continuous professional development (e.g. CISSP or equivalent) About AJ Bell At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026, a reflection of our supportive and collaborative culture. What we offer Competitive starting salary 26 days holiday, increasing with service + buy/sell scheme + bank holidays 7% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of working time per month in the office. For new team members, an initial period will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. Agency information This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: 25 days' annual leave plus bank holidays Birthday leave Paid Christmas shutdown leave 9-day working fortnight (paid day off every other week) 5% employer pension contribution via salary sacrifice Employer National Insurance savings rebated into pension plan Death in Service cover (10x basic salary) Private Medical Insurance Healthcare Cash Plan Scheme Employee discounts and salary sacrifice benefits programme Staff discount card with partner offers Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme About the Company: Our client is a well-established Independent Financial Advice firm with a strong reputation for delivering high-quality, personalised financial planning solutions. The business specialises in pensions, investments, inheritance tax planning and wealth management, helping clients achieve their long-term financial objectives through tailored advice and exceptional service. The firm is committed to maintaining the highest professional standards and ensuring all advice is delivered in line with FCA regulations and Consumer Duty principles. Key Responsibilities: Prepare detailed and accurate suitability reports, financial plans and recommendations tailored to client objectives. Conduct comprehensive research and analysis to support financial planning recommendations. Provide technical support to Financial Advisers across pensions, investments, protection, trusts, bonds and inheritance tax planning. Ensure all advice and documentation comply with FCA regulations and Consumer Duty requirements. Maintain accurate and up-to-date client records and files. Liaise closely with Advisers to understand client needs and ensure timely completion of reports. Support the delivery of excellent client outcomes through effective collaboration with colleagues. Keep abreast of regulatory developments and industry best practices. What We're Looking For: Minimum of 3 years' paraplanning experience within a UK Independent Financial Advice firm. Experience working across a broad range of financial products and wrappers, including pensions, protection, bonds and trusts. Level 4 Diploma in Regulated Financial Planning (or equivalent) completed or nearing completion, supported by relevant industry experience. Strong understanding of FCA regulations and Consumer Duty principles. Excellent report-writing, analytical and research skills. Exceptional attention to detail and commitment to producing high-quality work. Strong organisational skills with the ability to manage multiple priorities and deadlines. Proficiency in financial planning software and Microsoft Office applications. Professional communication skills with the ability to explain technical concepts clearly. Desirable Skills: Experience with complex inheritance tax planning solutions. Knowledge of AIM portfolios and Business Relief (BR) arrangements. Experience supporting high-net-worth and complex client cases. Ability to work independently while contributing effectively as part of a wider team. Proactive and client-focused approach with strong problem-solving abilities. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jun 18, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: 25 days' annual leave plus bank holidays Birthday leave Paid Christmas shutdown leave 9-day working fortnight (paid day off every other week) 5% employer pension contribution via salary sacrifice Employer National Insurance savings rebated into pension plan Death in Service cover (10x basic salary) Private Medical Insurance Healthcare Cash Plan Scheme Employee discounts and salary sacrifice benefits programme Staff discount card with partner offers Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme About the Company: Our client is a well-established Independent Financial Advice firm with a strong reputation for delivering high-quality, personalised financial planning solutions. The business specialises in pensions, investments, inheritance tax planning and wealth management, helping clients achieve their long-term financial objectives through tailored advice and exceptional service. The firm is committed to maintaining the highest professional standards and ensuring all advice is delivered in line with FCA regulations and Consumer Duty principles. Key Responsibilities: Prepare detailed and accurate suitability reports, financial plans and recommendations tailored to client objectives. Conduct comprehensive research and analysis to support financial planning recommendations. Provide technical support to Financial Advisers across pensions, investments, protection, trusts, bonds and inheritance tax planning. Ensure all advice and documentation comply with FCA regulations and Consumer Duty requirements. Maintain accurate and up-to-date client records and files. Liaise closely with Advisers to understand client needs and ensure timely completion of reports. Support the delivery of excellent client outcomes through effective collaboration with colleagues. Keep abreast of regulatory developments and industry best practices. What We're Looking For: Minimum of 3 years' paraplanning experience within a UK Independent Financial Advice firm. Experience working across a broad range of financial products and wrappers, including pensions, protection, bonds and trusts. Level 4 Diploma in Regulated Financial Planning (or equivalent) completed or nearing completion, supported by relevant industry experience. Strong understanding of FCA regulations and Consumer Duty principles. Excellent report-writing, analytical and research skills. Exceptional attention to detail and commitment to producing high-quality work. Strong organisational skills with the ability to manage multiple priorities and deadlines. Proficiency in financial planning software and Microsoft Office applications. Professional communication skills with the ability to explain technical concepts clearly. Desirable Skills: Experience with complex inheritance tax planning solutions. Knowledge of AIM portfolios and Business Relief (BR) arrangements. Experience supporting high-net-worth and complex client cases. Ability to work independently while contributing effectively as part of a wider team. Proactive and client-focused approach with strong problem-solving abilities. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mortgage Advisor This is an employed role, working from an office, but with a flexible approach to working pattern. 5 days per week, with a work from home option of 1 or 2 days per week depending on individual circumstances. Option for a self employed package if that is preferred by the candidate. To £29,000 Basic Salary Generous Commission from Outset £65,000 - £85,000+ Realistic On Target Earnings based on current branch performances Other Robust & Lucrative Lead Sources with a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage Advisor an excellent opportunity to get into the career they have been looking for. Mortgage Advisor - Qualification: CeMAP 1, 2 and 3 are required for this role, or equivalent The successful Mortgage Advisor will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 18, 2026
Full time
Mortgage Advisor This is an employed role, working from an office, but with a flexible approach to working pattern. 5 days per week, with a work from home option of 1 or 2 days per week depending on individual circumstances. Option for a self employed package if that is preferred by the candidate. To £29,000 Basic Salary Generous Commission from Outset £65,000 - £85,000+ Realistic On Target Earnings based on current branch performances Other Robust & Lucrative Lead Sources with a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right experienced Mortgage Advisor an excellent opportunity to get into the career they have been looking for. Mortgage Advisor - Qualification: CeMAP 1, 2 and 3 are required for this role, or equivalent The successful Mortgage Advisor will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Sue Ross Recruitment are delighted to be working on behalf of our client to recruit a Paralegal to join their Residential Conveyancing department. Our client is a highly regarded, multi-accredited law firm with more than 200 years of history in Sheffield. As one of the region s leading legal practices, they have developed an outstanding reputation for building strong professional relationships and delivering exceptional client service. The purpose of this role is to provide vital support to fee earners within the Residential Conveyancing team. You will assist with a varied caseload of residential property transactions , which will include handling client enquiries, providing updates, and taking instructions. The successful candidate will be responsible for progressing transactions under supervision and will be confident in preparing correspondence, forms, and documents in line with instructions. Additional duties will include coordinating the exchange of contracts , preparing financial statements, submitting SDLT forms , and producing certificates of title for advance funds. A minimum of one year s experience in a similar conveyancing role, along with a solid understanding of residential conveyancing procedures, is essential. Candidates must demonstrate excellent client care and communication skills, as the role requires regular, proactive liaison with clients, estate agents, financial advisers, mortgage lenders, and other legal professionals involved in transactions. This is a fantastic opportunity to join a supportive and successful team, where you will gain exposure to varied and detailed transactions. Our client offers excellent development, training, and clear career progression opportunities. Unfortunately due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion. May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.
Jun 18, 2026
Full time
Sue Ross Recruitment are delighted to be working on behalf of our client to recruit a Paralegal to join their Residential Conveyancing department. Our client is a highly regarded, multi-accredited law firm with more than 200 years of history in Sheffield. As one of the region s leading legal practices, they have developed an outstanding reputation for building strong professional relationships and delivering exceptional client service. The purpose of this role is to provide vital support to fee earners within the Residential Conveyancing team. You will assist with a varied caseload of residential property transactions , which will include handling client enquiries, providing updates, and taking instructions. The successful candidate will be responsible for progressing transactions under supervision and will be confident in preparing correspondence, forms, and documents in line with instructions. Additional duties will include coordinating the exchange of contracts , preparing financial statements, submitting SDLT forms , and producing certificates of title for advance funds. A minimum of one year s experience in a similar conveyancing role, along with a solid understanding of residential conveyancing procedures, is essential. Candidates must demonstrate excellent client care and communication skills, as the role requires regular, proactive liaison with clients, estate agents, financial advisers, mortgage lenders, and other legal professionals involved in transactions. This is a fantastic opportunity to join a supportive and successful team, where you will gain exposure to varied and detailed transactions. Our client offers excellent development, training, and clear career progression opportunities. Unfortunately due to the number of applications we receive, we are unable to provide individual feedback to all applicants. Please assume that if you do not hear from us within 72 hours that your application has been unsuccessful on this occasion. May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.
Deputy Diocesan Safeguarding Officer The Diocese is seeking an experienced and committed safeguarding professional to join the Diocesan Safeguarding Team as Deputy Diocesan Safeguarding Officer. Position: Deputy Diocesan Safeguarding Officer Location: Hove/Hybrid Salary: £49,536 per annum Hours: Full-time (flexi time available) Contract: Permanent Closing Date: 5th July 2026 Interview Date: Hove on 30th July 2026. About the Role This is a pivotal leadership role, offering an opportunity to shape and strengthen safeguarding practice across a large and diverse diocese. You will play a key part in ensuring the safety and wellbeing of children, young people and adults, while supporting parishes, clergy and diocesan colleagues to uphold the highest safeguarding standards. Key duties include: Lead and manage safeguarding casework across the Diocese, ensuring compliance with national Church of England safeguarding standards and statutory guidance Provide line management and supervision to the team of Assistant Diocesan Safeguarding Advisers Oversee triage, risk assessment and allocation of safeguarding referrals Manage complex and high-risk cases, working collaboratively with statutory agencies such as police, social care and probation services Ensure high-quality case recording, quality assurance and continuous improvement of safeguarding practices Act as the Diocesan Safeguarding Officer in the absence of the Director of Safeguarding Contribute to training, policy development and the promotion of a strong safeguarding culture This role involves regular collaboration with clergy, parish safeguarding officers, senior church leaders and external partners across the Diocese. If you are passionate about safeguarding and want to play a key role in protecting and supporting communities across Sussex, we would love to hear from you. About You We are seeking a highly skilled safeguarding professional who can demonstrate: Significant safeguarding casework experience and strong knowledge of legislation and best practice Experience working with victims, survivors and those who pose risk, and partnering with statutory agencies Proven ability to embed good safeguarding practice Strong leadership, risk assessment and communication skills Ability to manage complex cases, quality assure work and maintain confidentiality High integrity, resilience and sound judgement Reflective, collaborative and committed to equality and inclusion Alignment with the values of the Church of England You can view full details of the in the job description and person specification when you apply. About the Organisation The vision of the Diocese is to help people to know, love and follow Jesus. Based in Hove and serving the people of Sussex across more than 360 parishes and 154 church schools and the wider community, this is a great role for someone who supports the ethos, aims and objectives of the Diocese and the Church of England. As an employer, and as a team, the mutual values at work are to be Respectful, Professional, Flexible and Supportive. What is on offer: 28 days of annual leave, plus bank holidays and two privilege days per year. Flexi-time and the opportunity to apply to use the DBF s remote working policy to work from home for part of the week. Membership of the Church Worker s Pension Scheme with a 15.1% employer contribution and an employee contribution between 0-6%. Employee Assistance Programme with access to GP appointments, counselling and financial and legal support. Free parking, and the ride to work scheme and development opportunities. Our client is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. All post holders are expected to share this commitment and to comply with the relevant safeguarding policy. This role is subject to an enhanced DBS check. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Jun 18, 2026
Full time
Deputy Diocesan Safeguarding Officer The Diocese is seeking an experienced and committed safeguarding professional to join the Diocesan Safeguarding Team as Deputy Diocesan Safeguarding Officer. Position: Deputy Diocesan Safeguarding Officer Location: Hove/Hybrid Salary: £49,536 per annum Hours: Full-time (flexi time available) Contract: Permanent Closing Date: 5th July 2026 Interview Date: Hove on 30th July 2026. About the Role This is a pivotal leadership role, offering an opportunity to shape and strengthen safeguarding practice across a large and diverse diocese. You will play a key part in ensuring the safety and wellbeing of children, young people and adults, while supporting parishes, clergy and diocesan colleagues to uphold the highest safeguarding standards. Key duties include: Lead and manage safeguarding casework across the Diocese, ensuring compliance with national Church of England safeguarding standards and statutory guidance Provide line management and supervision to the team of Assistant Diocesan Safeguarding Advisers Oversee triage, risk assessment and allocation of safeguarding referrals Manage complex and high-risk cases, working collaboratively with statutory agencies such as police, social care and probation services Ensure high-quality case recording, quality assurance and continuous improvement of safeguarding practices Act as the Diocesan Safeguarding Officer in the absence of the Director of Safeguarding Contribute to training, policy development and the promotion of a strong safeguarding culture This role involves regular collaboration with clergy, parish safeguarding officers, senior church leaders and external partners across the Diocese. If you are passionate about safeguarding and want to play a key role in protecting and supporting communities across Sussex, we would love to hear from you. About You We are seeking a highly skilled safeguarding professional who can demonstrate: Significant safeguarding casework experience and strong knowledge of legislation and best practice Experience working with victims, survivors and those who pose risk, and partnering with statutory agencies Proven ability to embed good safeguarding practice Strong leadership, risk assessment and communication skills Ability to manage complex cases, quality assure work and maintain confidentiality High integrity, resilience and sound judgement Reflective, collaborative and committed to equality and inclusion Alignment with the values of the Church of England You can view full details of the in the job description and person specification when you apply. About the Organisation The vision of the Diocese is to help people to know, love and follow Jesus. Based in Hove and serving the people of Sussex across more than 360 parishes and 154 church schools and the wider community, this is a great role for someone who supports the ethos, aims and objectives of the Diocese and the Church of England. As an employer, and as a team, the mutual values at work are to be Respectful, Professional, Flexible and Supportive. What is on offer: 28 days of annual leave, plus bank holidays and two privilege days per year. Flexi-time and the opportunity to apply to use the DBF s remote working policy to work from home for part of the week. Membership of the Church Worker s Pension Scheme with a 15.1% employer contribution and an employee contribution between 0-6%. Employee Assistance Programme with access to GP appointments, counselling and financial and legal support. Free parking, and the ride to work scheme and development opportunities. Our client is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. All post holders are expected to share this commitment and to comply with the relevant safeguarding policy. This role is subject to an enhanced DBS check. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Mortgage Advisor Up to £40,000 Basic, £100,000 OTE Uncapped Commission Dagenham Estate Agency Leads We are currently looking for an experienced and motivated Mortgage Advisor to join our client's expanding team in the Dagenham area. Our client is a thriving, market-leading estate agency that provides comprehensive training, ongoing support, excellent lead generation, and a clear path for career progression. This is a fantastic opportunity for a driven advisor with a proven track record in mortgage sales, ideally within an estate agency environment, who is looking to maximise their earning potential within a supportive, high-performance business. The Role As a Mortgage Advisor, you will: Provide tailored mortgage and financial services advice to clients Work closely with estate agency teams to maximise referral opportunities Convert pre-booked appointments into completed business Build and maintain strong relationships with clients throughout the mortgage process Follow up on opportunities and maintain regular customer contact Ensure full compliance with regulatory and company standards Consistently achieve and exceed monthly sales targets Identify opportunities to refer clients to associated services, including conveyancing, lettings, and surveying Mortgage Advisor requirements: Previous experience as a Mortgage Advisor with a proven track record CeMAP qualification (or equivalent) preferred Experience within estate agency is advantageous Strong communication and relationship-building skills Ability to convert appointments into successful outcomes Target-driven with a strong commercial mindset Organised and able to manage a busy pipeline effectively What's on Offer? £25,000 - £40,000 basic salary OTE up to £100,000 Uncapped commission structure (15%-50% of banked income) Additional commission from estate agency, lettings, conveyancing, and surveyor referrals Quarterly bonus scheme Car allowance Full administrative support from sign-up through to completion High volume of appointments booked directly into your diary Structured career progression opportunities Full training, coaching, and ongoing development Support for those considering a move into self-employment Access to national conferences, overseas incentive trips, referral opportunities, a wide lender panel, and flexible broker fee structures Working Pattern: Full-time Office-based role Apply Today! If you're an ambitious Mortgage Advisor looking to join a high-performing business with exceptional lead generation, uncapped earning potential, and genuine career progression, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
Jun 18, 2026
Full time
Mortgage Advisor Up to £40,000 Basic, £100,000 OTE Uncapped Commission Dagenham Estate Agency Leads We are currently looking for an experienced and motivated Mortgage Advisor to join our client's expanding team in the Dagenham area. Our client is a thriving, market-leading estate agency that provides comprehensive training, ongoing support, excellent lead generation, and a clear path for career progression. This is a fantastic opportunity for a driven advisor with a proven track record in mortgage sales, ideally within an estate agency environment, who is looking to maximise their earning potential within a supportive, high-performance business. The Role As a Mortgage Advisor, you will: Provide tailored mortgage and financial services advice to clients Work closely with estate agency teams to maximise referral opportunities Convert pre-booked appointments into completed business Build and maintain strong relationships with clients throughout the mortgage process Follow up on opportunities and maintain regular customer contact Ensure full compliance with regulatory and company standards Consistently achieve and exceed monthly sales targets Identify opportunities to refer clients to associated services, including conveyancing, lettings, and surveying Mortgage Advisor requirements: Previous experience as a Mortgage Advisor with a proven track record CeMAP qualification (or equivalent) preferred Experience within estate agency is advantageous Strong communication and relationship-building skills Ability to convert appointments into successful outcomes Target-driven with a strong commercial mindset Organised and able to manage a busy pipeline effectively What's on Offer? £25,000 - £40,000 basic salary OTE up to £100,000 Uncapped commission structure (15%-50% of banked income) Additional commission from estate agency, lettings, conveyancing, and surveyor referrals Quarterly bonus scheme Car allowance Full administrative support from sign-up through to completion High volume of appointments booked directly into your diary Structured career progression opportunities Full training, coaching, and ongoing development Support for those considering a move into self-employment Access to national conferences, overseas incentive trips, referral opportunities, a wide lender panel, and flexible broker fee structures Working Pattern: Full-time Office-based role Apply Today! If you're an ambitious Mortgage Advisor looking to join a high-performing business with exceptional lead generation, uncapped earning potential, and genuine career progression, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.