70 jobs found

Your new company Leading provider of personalised investment management and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services. Your new role The Business Manager is urgently required to join the organisation to oversee the business operations and growth within the regions. They will play a pivotal role in driving the commercial success and operational excellence of the Wealth Management business across a defined region. They will act as a strategic partner to regional heads, Team leaders and relationship managers to optimise business performance, and support the delivery of exceptional client outcomes. The position requires a strategic approach to commercials, relationship management and operational excellence. This individual will be responsible for driving business performance, supporting regional senior leadership, ensuring efficient day-to-day business management, and leading strategic initiatives to enable growth, scalability, and regulatory compliance. This role leads the planning, coordination, and execution of business readiness activities to minimise operational risks, maximise adoption, and ensure seamless transitions for the region. Partner with Regional Heads and Relationship Managers to deliver regional business plans and growth targets. Monitor and report on key performance indicators (KPIs), including revenue, net new money, client acquisition, and productivity. Support the implementation of strategic initiatives, including segmentation, pricing, and client experience enhancements. Member of the local or FP Leadership Committee and Management Committee team driving and shaping the future success of WM Develop plans and goals to help the WM leadership team achieve the agreed strategy and identify priorities against long-term and short-term directives. Principally responsible for ensuring that the wealth management business is fully prepared for the successful implementation of new products, services, operating model changes, technology, and regulatory changes. Realising WM business objectives by promoting efficiency and increasing profitability Oversight of WM Change initiative roadmap, ensuring appropriate resourcing/governance and local implementation Manage production of the annual business plan, budgets and forecasts, collaborating with CCO/ Distribution/ COO. Act as the first point of contact for resolving regional operational issues and escalating them where necessary. Support regional leadership in workforce planning, talent development, and succession planning. Drive performance management processes, including objective setting and regular reviews. Foster a culture of collaboration, accountability, and continuous improvement. What you'll need to succeed Proven experience in business management within wealth management, private banking, or financial services. Strong understanding of the regulatory environment and operational frameworks. Excellent stakeholder management and communication skills. Strong people-orientation, able to establish and maintain business relationships and motivate cross-functional teams. Analytical mindset with the ability to interpret data and drive insights. Experience in leading change and managing cross-functional projects. Strong commercial acumen and client-centric approach. Commercially astute, with a strong understanding of business dynamics and financial implications. Confident in manipulating, analysing, and interpreting data. Self-driven, comfortable working independently with a strong bias towards action and the ability to get things done at pace and to a high standard. A collaborative team member, adept at managing diverse requests, excelling in time and project management, and effectively delegating tasks within a team environment. What you'll get in return A company pension - 9% non-contributory or 10% if you contribute 5%. Private medical insurance - Individual on joining, family after 1 years' service. Life assurance - 8 x salary Income protection - 75 % salary Company share scheme. Discretionary bonus Flexible holidays - purchase up to 5 additional days. Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications. Season travel ticket loans. Volunteering days Gym discounts Other voluntary benefits you can choose to suit you. What you need to do now# If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Corporate Tax Manager or Senior Manager job with a Top 10 firm, East Anglia Corporate Tax Senior Manager / DirectorEast Anglia (Various office locations. Flexible/hybrid working) Level: Manager, Senior Manager or Director (open to both) An exciting opportunity has arisen within a highly regarded and growing accountancy firm that is investing heavily in its Corporate Tax offering. With a clear strategic direction, strong leadership and an expanding client base, the firm is entering a significant period of growth-making it an excellent time to join and progress your career. The firm is keen to speak with experienced Corporate Tax professionals at Manager, Senior Manager and Director level. Whether you are ready to step into a leadership role or looking to further develop your influence and client portfolio, there is a clear and supported pathway for progression. The OpportunityYou will play a key role in leading the delivery of corporate tax services, managing a diverse portfolio of clients ranging from owner-managed businesses to larger, more complex groups. Alongside ensuring compliance with UK tax regulations, you will provide high-quality advisory support and contribute to the continued growth of the firm.There is real scope to shape your role, develop your specialism, and take on increasing responsibility, with visible routes through to Partner for the right individual. Key Responsibilities Manage and develop a corporate tax client portfolio, building strong and trusted relationshipsLead on the review of complex corporation tax returns and group structuresDeliver and oversee advisory projects, providing practical and commercially focused tax adviceSupport and lead business development activity, including proposal work and attending client meetings.Work closely with audit and accounts teams to deliver a seamless client serviceLead, coach and develop junior team members, ensuring high standards and strong engagement.Identify planning opportunities and proactively support clients with changes in tax legislation About YouACA/ACCA/CTA qualified (or equivalent) or qualified by experienceStrong background in corporate tax within practiceExperience managing client relationships and delivering both compliance and advisory workCommercially aware, with an interest in business development and growthA collaborative leader who enjoys developing others and contributing to a positive team culture Why Join?Clear career progression - structured pathway with genuine opportunities to progress to PartnerGrowing and ambitious firm - significant investment in the tax function and wider businessFlexible level entry - appointments considered at Senior Manager or Director level depending on experienceSupportive leadership team - collaborative environment with strong technical backingVaried and high-quality client baseHybrid and flexible working to support work-life balance What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Are you an accomplished Business Development professional with in depth experience and expertise within regulated Financial Services? Do you have experience of developing new opportunities with professional practices and introducers? If the answer is yes, we would like to speak to you. In order to meet and exceed their growth objectives, this leading Wealth Management firm is seeking to recruit a proactive and entrepreneurial individual to build and manage relationships with Accountancy and Legal practices within London and the South East with the aim of delivering bespoke holistic Financial Planning services to their clients. Your role will involve extensive networking and proactive business development. You will be supported by an established and successful Marketing and PR function . Applications are invited from proven Business Development professional with experience and expertise within Wealth Management essential. Ideally you will also be at least Level 4 qualified and have experience of delivering regulated advice across Retirement, Investment, Estate and Tax. The successful applicant can expect an excellent package including an unrivalled bonus scheme based on productivity and AUM growth Business Development, Professional Practice, Financial Planning, Financial Advice, Wealth Management, IFA. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Job Title: Corporate Tax Partner Job Location: Glasgow Your new company Join a highly respected, forward-thinking accountancy and advisory firm with an ambitious growth agenda and a strong presence across Scotland. The Glasgow office is experiencing significant expansion, driven by sustained client demand, strategic investment, and a clear vision to build a market-leading tax offering in the West of Scotland. You'll be joining a firm known for its collaborative culture, entrepreneurial mindset, and commitment to developing long-term client relationships. This is an exciting time to come on board, with the opportunity to influence strategy, shape the local market presence, and contribute to the next phase of the firm's growth. Your new role As Corporate Tax Partner, you will take a leading role in developing and growing the corporate tax practice in Glasgow. You will deliver high-level advisory work, support complex client needs, and work closely with fellow partners to unlock new opportunities across the region. You will also be instrumental in strengthening the firm's reputation in corporate tax, representing it at senior level and driving forward its strategic goals. Beyond client delivery, you will mentor and develop a talented team, ensuring they have the support and direction needed to progress. This is a role with genuine autonomy, influence, and scope to build out something significant. What you'll need to succeed You will be an experienced Senior Manager, Director, or existing Partner with strong technical grounding in corporate tax and a proven ability to build and maintain client relationships. A commercial mindset and the confidence to generate new business will be essential, along with the ability to engage credibly at board level. You should bring a collaborative leadership style, the desire to contribute to firm-wide initiatives, and the ambition to drive growth within a dynamic market. Whether you specialise in transactional work, restructuring, R&D, international tax, or general corporate advisory, your expertise will be valued. What you'll get in return This is a rare chance to step into a true leadership role with a growing Scottish firm that values independence, influence, and entrepreneurial flair. You will benefit from a supportive partnership group, a strong platform for business development, and the freedom to grow the practice in line with your vision. The Glasgow office offers substantial untapped potential, giving you the opportunity to shape a high-performing team and establish a leading presence in the region. A competitive partner-level package and long-term progression opportunities are also on offer. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades. Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards. The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume. The Opportunity Due to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis. Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey. This position offers exposure to a broad range of financial planning disciplines and would suit an individual who enjoys working within a client-centric environment where attention to detail and service excellence are highly valued. Key Responsibilities Providing administrative and technical support to Financial Advisers across a broad range of financial planning activities. Acting as a key point of contact for clients, advisers, providers and third-party professional connections. Producing quotations, illustrations, suitability support material and provider information. Conducting research across pensions, investments, protection and other financial planning solutions. Utilising industry technology and research tools to support adviser recommendations and client outcomes. Assisting with the implementation and ongoing servicing of client arrangements. Preparing documentation and reports for client review meetings. Maintaining and monitoring review schedules and servicing requirements. Managing diary events and workflow activities throughout the client lifecycle. Liaising with product providers to progress cases efficiently and resolve queries. Ensuring all client records, workflow tasks and compliance documentation are maintained accurately within the firm's back-office systems. Supporting the ongoing review and maintenance of existing client arrangements. Delivering a consistently high level of client service across all interactions. About You The successful candidate will possess: A minimum of three years' current experience within Financial Planning, Wealth Management or an Independent Financial Adviser environment. A strong understanding of financial planning products including pensions, investments and protection. Previous experience supporting Financial Advisers and managing client servicing activities. Excellent organisational and time management skills. Strong written and verbal communication abilities. High levels of accuracy and attention to detail. The ability to prioritise workloads effectively and work independently. A proactive and professional approach to client service. A genuine commitment to delivering exceptional client outcomes. Experience of using Intelliflo or similar financial planning back-office systems would be advantageous. Professional qualifications, or progress towards industry qualifications, would also be viewed favourably. Working Pattern The role is full time onsite. No remote available please What's on Offer Join a respected and growing independent financial planning business. Exposure to a broad range of financial planning and wealth management activities. Supportive and collaborative team environment. Opportunity to work closely with experienced advisers and industry professionals. Long-term career stability within an established and successful firm. Ongoing professional development and learning opportunities. A culture that genuinely values quality client service, professionalism and teamwork.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

6 month FTC Operational Tax Manager Your new company A leading global investment-focused organisation is seeking an experienced Operational Tax Manager to join on a 6-month fixed-term contract. You will be part of a high-performing tax function that plays a critical role in supporting investment operations, regulatory compliance and cross-border tax efficiency. This is an excellent opportunity to step into a pivotal role within a dynamic, fast-moving environment where your expertise will have immediate impact. Your new role As Operational Tax Manager, you will take ownership of key operational tax processes and ensure robust oversight across multiple jurisdictions. Your responsibilities will include: Monitoring and optimising withholding tax (WHT) positions, including relief at source and reclaim processes Ensuring accurate application of tax rates globally and resolving discrepancies with custodians and brokers Managing relationships with custodians, administrators and external advisors Reviewing deliverables, challenging performance and ensuring high-quality outputs Supporting compliance with FATCA, CRS and other international reporting regimes Providing operational tax input on fund investments, structural changes and instrument taxation Supporting private markets teams on WHT flows and fund structures where required Ensuring adherence to internal tax policies and governance frameworks Providing direct line management, coaching and development to a Tax Associate Working independently across Investment, Operations, Finance and Risk to resolve queries and progress tax workstreams What you'll need to succeed To excel in this role, you will bring: Strong experience in operational tax, particularly withholding tax and cross-border investment taxation Solid understanding of FATCA/CRS and global reporting requirements Proven ability to manage custodians, administrators and external advisors Excellent analytical skills with the ability to identify and resolve discrepancies Strong communication skills and confidence engaging with stakeholders across the business Experience supporting private markets or fund structures (advantageous) A proactive, detail-driven and solutions-focused approach Leadership capability, with experience coaching or managing junior team members The ability to work autonomously in a fast-paced environment while maintaining accuracy and control What you'll get in return This job offers the chance to step into a high-impact operational tax role with visibility across the organisation. You will work closely with investment, operational and risk teams, gain exposure to complex cross-border tax matters, and contribute to strengthening tax governance and efficiency. You'll enjoy autonomy, variety and the opportunity to deliver meaningful improvements within a respected, globally active organisation. If you're interested in roles like this, click apply now to submit an up-to-date copy of your CV, or contact us directly. If this job isn't quite right for you, but you are seeking a new position, please get in touch for a confidential discussion about your career.

Outsourcing Manager London Hybrid Your new company A fast-growing and well-established UK accountancy and business advisory group is seeking an experienced Outsourcing Manager to join its London team. The firm supports a broad SME client base, including fast-growing and venture-backed businesses, and is known for its collaborative culture, forward-thinking approach and strong investment in technology and people. Your new role As Outsourcing Manager, you will take ownership of a diverse portfolio of clients, overseeing the delivery of high-quality outsourced finance and accounting services. You will act as a trusted adviser, providing commercial insight and proactive support, while leading and developing a team to ensure consistent service excellence, compliance and profitability. This role offers a blend of client relationship management, technical delivery and people leadership, with scope to contribute to wider strategic and growth initiatives within the business. Key responsibilities will include: Managing and growing a portfolio of outsourced accounting clients Reviewing work to ensure quality, compliance and regulatory standards are met Preparing and reviewing statutory accounts, management accounts and related filings Providing fractional finance / CFO-style support to clients Overseeing VAT, PAYE and Corporation Tax delivery Leading, mentoring and developing junior team members Supporting client onboarding and allocation of work across the team Driving efficiency and best practice through the use of technology Acting as a senior escalation point for client and operational issues Contributing to business planning, revenue growth and profitability What you'll ideally need to succeed ACA / ACCA qualified (or equivalent) Strong background in UK practice within outsourcing / business services Experience managing a portfolio of SME clients, ideally including tech or growth businesses Solid technical accounting knowledge, with strong Xero experience Proven people management and leadership capability Commercial, organised and confident operating in a fast-paced environment What you'll get in return A management-level role within a growing and ambitious firm Exposure to a high-quality and entrepreneurial client base Hybrid working model Competitive salary and benefits package Clear long-term career development opportunities What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Client Director High Wycombe, Buckinghamshire - HP11 £90,000 - £110,000 + bonus Client Director - Seymour Taylor - High Wycombe Seymour Taylor is a multi-award-winning Accountancy and Tax Advisory firm in High Wycombe, and this is a rare opportunity for an experienced Client Director to join the business at a genuinely significant point in its growth.As one of the longest established firms in the area, Seymour Taylor has built a strong reputation for being professional, personable and forward-thinking. Following recent investment, the firm is now entering an ambitious new phase with clear growth plans and a real appetite to strengthen its senior leadership team.They are looking to appoint a Client Director who can do more than oversee a portfolio. They want someone who can help shape the future of the business. The Opportunity This Client Director role offers the chance to join a firm with an existing client base, strong infrastructure and real momentum, while also giving you the platform to build, influence and grow.You will take ownership of a portfolio from day one, but this is not a static portfolio management role. Seymour Taylor wants a Client Director who is comfortable in the market, commercially aware, and motivated by the chance to develop new relationships, win work and contribute to the wider direction of the firm.This is a senior leadership hire where your impact should be visible. Key Responsibilities Managing and developing an existing client portfolio Building new client relationships and generating new business Driving fee growth through referrals and business development activity Acting as a trusted adviser to clients and maintaining excellent service levels Leading client work and maintaining high technical standards Working closely with the Joint Managing Directors and wider leadership team Supporting, mentoring and developing members of the team Contributing to the firm's growth journey and wider commercial objectives Open-Minded on Specialism One of the most attractive parts of this Client Director opportunity is that Seymour Taylor is genuinely open-minded on specialism. They are keen to meet high-calibre individuals from a range of backgrounds. Whether your experience sits more heavily in general practice, accounts, tax, outsourcing or a broader client advisory capacity, the key thing is that you can build relationships, create commercial opportunity and operate as a credible senior leader.So if you are an established Client Director, an Associate Director, or a strong Senior Manager ready to step up, but you have been put off by overly rigid briefs elsewhere, this role should be worth a closer look. Why Seymour Taylor? Well-established and highly regarded local firm Exciting period of investment and growth Leadership role with genuine influence Existing client base to inherit Strong platform to build a fuller portfolio over time Modern, professional and friendly environment Hybrid working available for senior staff and above If you are exploring Client Director opportunities in High Wycombe, and you want a role with more scope, more backing and more room to make your mark, this is well worth a conversation.Apply now or get in touch for a confidential discussion. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

An exclusive opportunity has arisen within a London based Family Office that is seeking a CFO/COO to manage the financial affairs of two Founders, and their related entities. Reporting directly to the Founders, the CFO/COO will provide operational and financial support to the Founders and their families across a broad range of responsibilities. The CFO/COO will oversee the day-to-day operations of the family office and will take responsibility of the relationships with all external advisors and service providers. The CFO/COO will possess strong leadership and communication skills, a strong work ethic with a "roll up your sleeves" style, coupled with high emotional intelligence and integrity. This role will suit someone who is energetic and responsive to the broad and ever changing duties of this challenging yet rewarding role. Profile of the successful candidate: Must have experience working with family offices, trusts and offshore structures. Familiar with private equity fund structure, partnership (e.g. GP/LP, LLP etc) and corporate. Experience with the US, European, Australian accounting and tax framework is desirable Someone with an accounting background (ACA/ACCA) but who will quickly become a generalist Confidential and professional nature Proactive, hard-working, jack-of-all-trades, able to wear numerous hats simultaneously Experience of managing and hiring teams High degree of meticulousness and commerciality We will consider full-time applicants only. We offer hybrid working. Responsibilities and Essential Duties include but are not limited to: Working with the Founders on strategy and budget, keeping the Founders abreast of their financial positions, cashflow needs Be the main contact with banks, lawyers, tax advisers, accountants, fund administrators, trustees etc. Liaising with investment managers, investment advisers and monitoring the performance of investments Undertaking due diligence of new investment opportunities - consider structuring, coordinate with legal counsels & tax advisers, reviewing investment agreements & completing necessary paperwork Overseeing investment exit and asset disposal, monitoring incoming funds Manage a team of 2-3 accountants & tax specialists. The team is responsible for Financial management & reporting; Tax compliance and reporting; Tax optimisation; Treasury - payment and cash management; Managing payments and the admin-side of the family office Hold an active role within the Founders' charitable trusts If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume

Senior Legal Counsel - Secondaries Transactions (Private Equity) London, United Kingdom Join a Leading Global Private Markets Investment Manager Our client is a highly regarded independent global investment management firm specialising in private markets. With a long-established international presence and a multi-billion-dollar asset base, the firm invests across a range of private asset strategies and serves a diverse global investor base comprising institutional and private wealth clients. The firm has built a strong reputation for innovation, responsible investing and delivering tailored investment solutions through a collaborative and entrepreneurial culture. As the business continues to expand its secondaries platform, an opportunity has arisen for an experienced Senior Legal Counsel to join the London-based Legal team. The Opportunity This is a rare opportunity for a senior private funds lawyer to join a sophisticated and growing secondaries investment platform. You will work closely with investment professionals, senior management and external counsel on a broad range of complex and high-value transactions, including LP portfolio acquisitions, continuation funds, GP-led and LP-led preferred equity transactions, fund restructurings and other innovative secondaries solutions. In addition to transactional support, you will play a key role in advising on fund formation, fund structuring and strategic initiatives across the firm's global secondaries business. Key Responsibilities Fund Formation & Structuring Lead and coordinate legal aspects relating to the establishment, operation and governance of UK, US, Cayman and Luxembourg private equity fund structures. Partner closely with investment, product and investor relations teams on fund structuring and strategic product initiatives. Support the launch of new secondaries funds and bespoke separate managed account structures. Manage external counsel and oversee the preparation and negotiation of fund documentation, including limited partnership agreements, PPM, subscription agreements and related materials. Transaction Execution Act as lead legal adviser on acquisitions and disposals of primary and secondary fund interests, including both single-asset and portfolio transactions. Advise on transaction structuring, tax and regulatory considerations. Negotiate and execute purchase and sale agreements, transfer documentation, side letters and related transaction documents. Coordinate transaction closings and stakeholder management across multiple jurisdictions. Lead legal work-streams relating to NAV facilities and subscription credit facilities. Portfolio & Fund Operations Attend Investment Committee meetings and provide strategic legal input on proposed transactions. Oversee MFN election processes and investor consent matters. Support advisory board interactions and underlying fund manager communications. Assist with contentious matters and dispute resolution as required. Legal & Regulatory Partner with Compliance to enhance governance frameworks, policies and controls. Provide practical legal advice on fund operations, regulatory developments and private equity investment matters. Build and maintain strong relationships with external law firms and service providers. Support broader legal team initiatives and collaborate closely with senior legal leadership. Candidate Profile We are seeking a commercially minded lawyer who enjoys operating at the intersection of complex transactions, fund structuring and business strategy. Experience & Qualifications Qualified lawyer in the UK or US. Minimum 6 year's post-qualification experience gained within a leading private funds practice and/or a sophisticated in-house investment management environment. Extensive experience advising on private equity fund structures and fund formation matters. Strong track record supporting secondaries transactions, including acquisitions and disposals of LP interests. Experience across UK and US fund structures; exposure to Luxembourg vehicles would be advantageous. Strong understanding of fund operations, fund closings and investor-related matters. Highly Desirable Experience with LP portfolio transactions. Exposure to continuation funds and GP-led secondaries. Experience advising on GP-led preferred equity and LP-led preferred equity transactions. Familiarity with NAV financing and subscription line facilities. Personal Attributes Commercially astute with strong business judgement. Confident stakeholder manager capable of influencing senior investment professionals. Highly organised with excellent project management skills. Collaborative, adaptable and comfortable working across multiple jurisdictions and time zones. Able to thrive in a fast-paced, entrepreneurial and intellectually demanding environment. Why Apply? This role offers the opportunity to: Work on some of the most sophisticated and innovative transactions in the secondaries market. Join a highly respected global private markets platform with an established international presence. Gain direct exposure to senior investment professionals and business leaders across multiple jurisdictions. Operate as a trusted adviser and strategic partner to the investment team. Play a key role in the continued growth and evolution of a leading secondaries franchise. For experienced private funds lawyers seeking a broader commercial role with significant transaction exposure and strategic influence, this represents an exceptional opportunity.

Role - Business Development Manager Drive Growth. Build Relationships. Create Opportunity. Fresh People are delighted to be partnering with a highly respected independent accountancy and advisory practice with an established reputation across Audit, Tax, Corporate Finance, Wealth Management and Business Advisory services. Following continued growth and investment, we are seeking an ambitious and commercially driven Business Development Manager to work alongside the firm's senior leadership team, helping to identify new opportunities, strengthen strategic relationships and support the next phase of growth. This is an outstanding opportunity for an experienced Business Development professional who enjoys building relationships, opening doors, creating opportunities and becoming a trusted adviser within the business community. Why Join? • Join a highly respected and growing professional services firm • Work closely with Partners, Directors and senior leadership teams • Play a key role in driving strategic growth initiatives • Build relationships across Kent, London and the South East business community • Opportunity to influence future growth plans and commercial strategy • Clear progression opportunities within a growing organisation The Role As Business Development Manager, you will be responsible for developing new business opportunities whilst strengthening relationships with existing clients, professional introducers and strategic partners. Key responsibilities will include: • Identifying and developing new business opportunities across multiple service lines • Building and managing a strong pipeline of prospective clients • Developing relationships with business owners, SMEs and corporate organisations • Establishing and maintaining relationships with professional introducers including solicitors, banks, IFAs and consultants • Supporting Partners with networking, client development and relationship-building activities • Identifying cross-selling and upselling opportunities across existing client portfolios • Attending networking events, industry functions and client meetings • Supporting proposal creation, presentations and business pitches • Monitoring pipeline activity and reporting on business development performance • Working collaboratively with marketing and leadership teams to maximise growth opportunities About You We are interested in speaking with candidates who can demonstrate: • Proven success within a Business Development, Client Relationship or Commercial Growth role • Experience within professional services, accountancy, legal, financial services, consultancy or a relationship-led B2B environment • Strong networking and relationship-building capabilities • Confidence engaging with business owners, directors and senior stakeholders • A track record of generating opportunities and converting relationships into revenue • Excellent communication, presentation and influencing skills • A proactive, self-motivated and entrepreneurial approach If you enjoy developing relationships, creating opportunities and helping businesses grow, we would be delighted to hear from you. Apply today with your CV for a confidential discussion.

With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput. About the firm: This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template. The role: This is a hands-on, senior-level paraplanning role with real ownership and variety. You'll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation. Writing suitability letters and reports across pensions, investments, tax and estate planning Analysing client requirements and building and updating cash flow models Researching financial products and constructing planning solutions Taking full responsibility for client files and back-office records through the advice process Preparing client reviews, investment performance reviews and external plan summaries Supporting advisers and colleagues on documentation quality and standards Processing applications and submissions and keeping management information accurate What you'll need: At least 2 years' paraplanning experience within an IFA or wealth management practice Experience of the pension transfer market Confident with major research and cash flow tools such as analytics and Voyant Level 4 Diploma in Regulated Financial Planning, or close to completion Strong report writing, numeracy and attention to detail Good working knowledge of Microsoft Office The package: Salary of £45,000 to £50,000 depending on experience 5% employer pension contribution Discretionary bonus 25 days' holiday plus bank holidays Genuine study support and a progression pathway built around you Hybrid working, Monday to Friday, 9am to 5pm Next steps: Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Independent Financial Adviser Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations. Key responsibilities include: Providing ongoing financial advice and support to existing clients Developing new financial services business alongside Partners and Fee Earners Reviewing client portfolios in line with ongoing service agreements Identifying client needs and researching the market to provide suitable recommendations Maintaining high performance and client care standards Keeping the firm s case management system fully up to date Ensuring all business activities are conducted compliantly and efficiently Working in accordance with firm policies, FCA regulations and best practice standards Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer Occasional travel to other offices may be required The Candidate The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills. Candidates should also demonstrate: Strong Microsoft Office skills, including Word, Excel and PowerPoint A strategic yet hands-on approach to work Excellent analytical and problem-solving abilities The ability to build strong working relationships at all levels The ability to work effectively under pressure and to deadlines A proactive attitude with strong integrity and empathy Team-oriented mindset with a good sense of humour Desirable experience includes: Degree-level education or equivalent experience Trust investment experience Experience using case management systems Understanding of confidentiality and data protection requirements The Package Monday to Friday working hours (9:00am - 5:15pm) Competitive salary depending on experience Regular performance related salary review Competitive holiday allowance Employee assistance programme Salary exchange pension scheme Life assurance (3x salary) Income protection Staff discount Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.

Our client is the industry network with a mission to radically transform the built environment in the face of the climate, nature crises. They champion bold government action and convene the ambitious sections of industry to drive progress at pace and scale. This is an opportunity to play a role at the forefront of tackling the climate and nature crises and to protect communities. Nature is in collapse and our buildings and communities will not withstand the climate impacts we face without urgent action. The places we live, work and play in must, and can, be part of the solution, not the problem. They are a multi-disciplinary team of c.30 passionate, skilled people from across the UK with a London office hub. As a green charity, they prize their welcoming and inclusive work culture with wellbeing and professional development at its heart. The role Our client is seeking an experienced and talented Head of Finance and Risk with strong financial acumen, and the ability to translate complex themes into clear narratives, to contribute significantly to the strategic direction of the organisation. This role is ideal for a mid to senior career professional looking for a Leadership role, and is keen to play a pivotal role in an increasingly vital and influential organisation. The successful candidate will manage the organisation's finances; developing and maintaining financial models to support strategic decision-making, and providing high-quality financial data and analysis to senior management, along with having oversight across their internal risk processes; all the while developing their own broad insight and knowledge of the organisation's mission and goals through working with a passionate and knowledgeable team of colleagues, and with businesses across the entire built environment value chain. Our client is an equal-opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, age, disability, or any protected characteristic. They are committed to creating a diverse and inclusive workplace where everyone feels welcome and valued. Their commitment to inclusivity means they support flexible work arrangements, ensuring work-life balance for all. They prioritise accessibility and will gladly accommodate any needs upon request, as they believe in providing a barrier-free recruitment process. They recognise that people of colour, those from different socio-economic backgrounds, and those from minoritised groups are currently underrepresented at all levels within the industry. They're on the lookout for talented individuals with a wide range of skills and experiences and are eager to welcome candidates from underrepresented groups. Key responsibilities Financial Management Co-ordinate and drive the Budget process, in tandem with the Annual Operating Planning process. Monthly re-forecasting and reporting, including explanation of variances in language which is useful to non-finance specialists Analysis and planning to support decision making / Identification of alternative courses of action Preparing financial papers for the Risk and Audit committee and the Board of Trustees, including attendance at Risk and Audit committee Provide input to Funding applications, commercial decisions and opportunities. Financial Control and Risk Oversight Maintaining control of and make improvements to financial systems. Responsibility for the integrity of the organisation's balance sheet. Updating and enforcing of the organisation's authorisation matrix. Ensure accuracy of transactions within the finance system and the mirroring of the CRM system records. Responsible for (via overseeing the Finance Manager) Accounts Receivable, Accounts Payable, VAT, expenses. Oversee the payroll process, company pensions, tax and NI Oversight of the organisational risk management process Identification and reporting of financial, and wider, risks including suggesting potential mitigation and insurance. Drive continual improvement of processes Financial Reporting and Cashflow forecasting Oversee the annual audit Documentation of processes and policies Statutory reporting and keeping company policies up to date in accordance with SORP and UK GAAP, for both the charity and dormant trading entity Working with the team to understand timetable of activities, challenging cost assumptions and reclaiming budget where appropriate; identifying changes in and drivers of performance including reduction in surplus/increases in deficit, evaluating and suggesting alternative courses of action. Governance Liaise with auditors in delivery of audited accounts Maintain records at Companies House, The Charities Commission, HMRC and other official bodies (familiarity with The Charities Statement of Recommended Practice) Contribute to the preparation of papers for regular Board meetings and workshops Treasury Manage and maintain the organisation's investment strategy, and securely deposit funds with appropriate organisations, to achieve an acceptable return with minimal risk. Maintain key controls of third-party banking software (including investments and credit cards) Oversee banking processes and authorisation processes Provide and update a cashflow forecast, and ensure adequate cashflows between working capital and investments Leadership and Personnel Consistent and collaborative communication and engagement to help drive the finance team's, and the wider organisation's, success. The Head of Finance and Risk has one direct report, the Finance Manager, and the Finance Officer reports to the Finance Manager Engage in, and occasionally lead aspects of regular organisational wide meetings, related to the organisation's culture and operations and / or projects and workstreams. Clearly communicate and explain financial matters to the wider team when called upon. Take a proactive approach to your own learning and professional development Other Maintain the organisations' key professional administrative relationships including Auditors, Banks, Insurers, HR advisors, Legal services, pension providers, IT providers etc. Act as central organisational point for oversight, reviewing and supporting on contracts / agreements for IT functions Ideal candidate: person and skills Key qualities, competencies, experience, and qualifications Mission: A passion for tackling the climate, nature and cost of living crises, and a commitment to the organisation's mission. Integrity: An inclusive approach that conveys and embeds honesty and transparency as standard Attitude: A positive, proactive, problem-solving approach with demonstrable agility to perform duties that may be outside core accountabilities Teamwork and Leadership: Demonstrable ability to effectively lead a small finance team, with leadership skills that motivate others and create a positive working environment Communication: Strong verbal and written communication and presentation skills, with ability to share complex ideas, thoughts and concepts in a consistently clear manner. Good analytical and influencing skills. Project management: Efficient planning, organisational, and time management skills Administration: Strong administrative and computer literacy skills (standard software packages, mainly Microsoft Office), Advanced Excel skills Strategic thinking: Good experience in strategy setting and horizon scanning, with aptitude in decision-making and problem-solving. Impact-oriented with a focus on delivering outcomes and impact; agile in how to achieve them Critical thinking: supported by good research skills Knowledge: CIMA / ACCA / ACA qualification or equivalent Extensive knowledge of financial procedures, budgeting, forecasting and reporting Ability to interpret data, identify trends, and make recommendations Financial best practices across charity and built environment organisations, including dual financial reporting (for example by project as well as by discipline / department) Preparing management accounts, and financial information in various formats to aid decision-making Requirements of Company's House and the Charity Commission, and familiarity with The Charities Statement of Recommended Practice Office / premises management, including building management liaison and IT / tech management Reporting on environmental footprint Stakeholder engagement: Proven experience of people management and collaboration Terms and conditions Contract: Permanent Salary: £65,000 - £74,000 (dependent on experience) REF-

Client Operations Associate Hybrid / 3-days per week in office Marylebone, London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experience Client Operations Associate. Client Operations Associate - Job Description The main purpose of the role is to assist the Client Operations Manager with the non-investment aspects of the relationship with clients, financial advisers, and other parties including custodian platforms. In particular, the responsibilities of the role include, but are not limited to:- Taking clients through the on-boarding process, including drafting paperwork ensuring that all appropriate forms are fully complete, setting up client accounts and liaising with counterparties so that accounts are correctly established. Managing the transfer or closure of client accounts as required or requested. Arranging withdrawals and client income whether ad-hoc or regular in accordance with an agreed approach. Monitoring for receipt of new funds while informing the investment team and arranging ISA subscriptions. Organising online access for clients and dealing with any administrative issues that arise from this. Dealing with ad-hoc client instructions and general client servicing on non-investment matters. Reviewing and updating client files as required including as a part of an annual review process. Assisting with any requirements from client reporting. Maintaining a schedule of work-in-progress for the team and liaising with advisers on providing notifications and addressing action points arising. Client Operations Associate - Skills and Competencies Communication - Excellent, professional written and verbal communication skills, including the ability to interact effectively with clients and internal stakeholders. High Level Numeracy - Ability to understand, analyse and apply numerical information with an excellent level of accuracy. IT and Software - High proficiency in MS Office (high level functionality with spreadsheets) and the ability to quickly learn IT systems and software. Organisational Skills - Strong organisational and time management skills, with the ability to prioritise tasks and meet deadlines in a fast-paced environment. Problem-Solving - Ability to identify and resolve client issues and concerns proactively. Interpersonal Skills - Strong interpersonal skills, including the ability to build rapport and maintain positive client relationships. Being personable and possessing a confident professional demeanour and communication style is essential. The ability to work well individually and as part of a team is fundamental. Attention to Detail - Exemplary attention to detail and accuracy in all tasks. Adaptability - Ability to adapt to changing priorities and adopting a flexible approach as required. Client Focus - A strong work ethic and client-focussed commitment to providing excellence of service. Relevant Experience - Two years of relevant work experience in investment management operations is ideal, as is experience of private client wealth management. Knowledge of investment platforms is desirable, as is financial awareness and a good understanding of client and account types, tax wrappers, and investments. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme. This position offers a rewarding career path for those eager to expand their knowledge within the financial services industry while contributing positively to our clients' experience.

Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change. Job Description Investment research and networking Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee. Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team. Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required. Investment Governance Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation. Review best practice in charity investment governance and work with the Investment Director to implement any changes. The Foundation is a signatory to Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment. You will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make. Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation. Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders. Develop strategies to bolster our engagement, influencing, voting and responsible investment activities. Investment Transactions and Treasury Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies. Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending. Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.Business planning and market analysis Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling. Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.General Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies. Work with the Finance Team to ensure that appropriate systems and controls are in place. Be the GDPR lead for the investment function. Act as a source of technical investment expertise for the organisation answering queries from colleagues. Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions. Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets Relationship Management of Investment Committees or similar Financial Modelling and significant mathematical and technical expertise CFA or equivalent as well as experience of managing investment assets Additional skills to consider including in the JD which have been taken from other role descriptions found online: Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential What's on Offer Competitive salary to be discussed over the phone Opportunity to work with a respected not-for-profit organisation. A permanent position with long-term career progression potential. The chance to contribute to impactful and ethical investment initiatives. 25 days leave per annum (15 day pro rata), plus statutory holidays. The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins. Life Income Protection and Life Assurance Scheme available from the date your employment begins. Private Medical Insurance with BUPA (once probation is complete, subject to tax) Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings. PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5- 11 Leeke Street, London WC1X 9HY. We are open to discussing flexible working arrangements.

The Company As superb well-established organisation within the financial services industry who genuinely look after their staff. The Job: On behalf of our client, we are seeking a Portfolio Manager on a 12 month fixed term contract. The role plays a key part in the delivery, oversight, and ongoing alignment of discretionary portfolios. You will help ensure consistent, high-quality outcomes at scale by efficiently implementing and maintaining portfolios in line with the firm's investment strategy and house views. Responsibilities will include Play a key role in the implementation and ongoing management of discretionary portfolios across the client base, ensuring consistency of outcomes at scale. Conduct regular client portfolio reviews, ensuring alignment with mandates, risk profiles, and the firm's latest investment views. Deliver timely and high-quality portfolio reviews, either as part of agreed workflows or in response to specific client or Investment Solutions requirements. Actively monitor portfolio risks, deviations, and outcomes, taking appropriate action where required. Take ownership of key cyclical processes, including annual Capital Gains Tax management activity and ISA subscriptions. Ensure these activities are executed accurately, efficiently, and in line with client objectives and regulatory requirements. Continuously seek improvements in process efficiency, scalability, and client outcomes. Maintain a strong understanding of current market conditions, asset allocation views, and investment research. Proactively contribute ideas and feedback to enhance portfolio positioning and implementation approaches. Show leadership and initiative in portfolio management projects and broader cross-business initiatives. Contribute to the evolution of tools, processes, and governance frameworks supporting bespoke portfolios. Identify opportunities to improve implementation efficiency, risk management, and client outcomes. The Person: Our client is seeking a proactive and commercially minded investment professional with strong attention to detail and the ability to manage multiple priorities. You will bring a collaborative approach, sound judgement, and the confidence to contribute to portfolio management projects and wider business initiatives. Experience in portfolio management, discretionary investment management , or a similar role. Strong understanding of investment markets, asset allocation, and portfolio risk. Ability to review, monitor, and maintain portfolios with accuracy and consistency. Good organisational skills with the ability to manage cyclical processes and deadlines. Confident communicator with the ability to contribute ideas and work across teams. The Hours: Monday to Friday: (35 hours per week) 9am - 5pm The Benefits: 35-hour working week. 10% non-contributory pension, with any voluntary salary sacrifice enhanced by 10%. Discretionary bonus opportunity, dependent upon business and personal performance. Salary supplement in lieu of protection benefits, calculated at 2% of gross base salary and paid monthly. Bupa Health Care from the start of employment, with the option to add partners and children. My Rewards membership with discounts on major high street retailers. 28 days holiday + Bank Holidays Two days' paid leave per annum to participate in Corporate Social Responsibility activities, subject to line manager approval. The Salary: £ month fixed term contract)

Technical Team Leader (Paraplanning) Location: Hybrid / Flexible Working Available Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business. This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function. Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support. Key Responsibilities: Team Leadership & Development Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices. Conduct regular performance reviews, coaching sessions, and development planning. Support the ongoing professional growth and technical competence of team members. Promote a positive, collaborative, and high-performing team culture. Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management Manage the allocation and prioritisation of technical and paraplanning workloads. Ensure service levels, deadlines, and quality standards are consistently achieved. Monitor team capacity and resource planning to support business demands. Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight Oversee the preparation and review of financial planning reports and recommendations. Ensure suitability reports are accurate, compliant, and aligned with client objectives. Review complex cases involving: Investments Pensions and retirement planning Protection Tax planning Inheritance Tax (IHT) Capital Gains Tax (CGT) Trust and estate planning considerations Support advisers with technical research, cashflow modelling, and solution design. Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution Identify and implement process improvements to enhance efficiency and service delivery. Maintain and develop technical templates, tools, and procedures. Collaborate with leadership, compliance, and operations teams on strategic initiatives. Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance Ensure all work produced meets regulatory requirements and internal quality standards. Maintain robust oversight of report quality and documentation standards. Stay up to date with industry developments, legislation, and regulatory changes. Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting Produce and analyse management information relating to team performance and workflow. Monitor key service metrics and identify opportunities for improvement. Provide regular updates and insights to senior management. Desirable Diploma in Financial Planning (Level 4) or equivalent. Experience in a Paraplanning Team Leader or Technical Manager role. Knowledge of cashflow modelling software. Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms. Experience contributing to operational and strategic business initiatives. What's on Offer Opportunity to lead and develop an established technical team. Blend of leadership responsibilities and hands-on technical work. Strong support from senior leadership and wider business functions. Flexible and hybrid working arrangements. Professional development and career progression opportunities. Competitive salary and benefits package. Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business.