Head of Advice (Must be Dipfa Qualified) Blaby, Leicestershire Up to £80,000 + Bonus + Outstanding Benefits Are you an experienced Financial Planner looking to take the next step into leadership, or an established Manager seeking a fresh challenge with a highly respected independent financial planning firm? This is an exceptional opportunity to join a thriving, client-focused business where you will play a key role in shaping adviser performance, supporting business growth, and influencing the future direction of the advice function. You will be working closely with senior leadership team, and be responsible for leading a team of Financial Advisers, helping them achieve their full potential while ensuring the delivery of outstanding client outcomes and maintaining the highest professional standards. If you are passionate about people development, operational excellence, and creating a high-performing advice culture, we'd love to hear from you. What's On Offer? Salary up to £80,000 Performance-related bonus scheme 25 days holiday plus bank holidays, increasing with service Generous non-contributory pension scheme Optional salary sacrifice pension arrangements Death in Service benefit (subject to qualifying criteria) Employee Assistance Programme and wellbeing support Modern offices with on-site gym facilities and free parking Ongoing professional development and support towards Chartered status A collaborative, supportive, and forward-thinking culture The opportunity to shape, influence, and develop a successful advice team The Opportunity As Financial Planning Manager, you will be responsible for leading, mentoring, and supporting a team of advisers, providing the guidance and structure needed to help them succeed. This role offers the perfect blend of leadership, coaching, commercial responsibility, and strategic involvement. You'll work collaboratively across compliance, operations, marketing, and support teams to drive business performance and continually enhance the client experience. Importantly, this role offers the chance to make a genuine impact within a growing and highly respected firm that values innovation, professionalism, and long-term career development. Key Responsibilities Lead, motivate, and develop a team of Financial Advisers, fostering a culture of excellence and accountability Coach advisers to maximise performance, client outcomes, and professional development Support recruitment, onboarding, training, and succession planning initiatives Drive operational efficiency and implement best-practice processes across the advice function Monitor adviser performance, workflow, and productivity, identifying opportunities for improvement Collaborate with compliance, operations, and marketing teams to ensure business objectives and regulatory standards are met Analyse management information and performance data to support strategic decision-making Contribute to business growth initiatives by identifying market opportunities and evolving client needs Prepare and present meaningful performance and operational reports to senior management Champion a positive, collaborative, and client-centric culture throughout the business About You We welcome applications from experienced Financial Planners looking to move into leadership, as well as established Financial Services Managers seeking a new opportunity. To be successful, you will have: Proven experience within financial planning or wealth management Previous people management, team leadership, coaching, or mentoring experience Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge across pensions, investments, protection, and holistic financial planning Excellent leadership, communication, and relationship-building skills A genuine passion for developing and supporting others Strong commercial awareness and an understanding of business performance drivers Experience using management information and data to improve outcomes High professional standards and a commitment to delivering exceptional client service Progress towards Chartered status would be advantageous but is not essential. Why Join? This is more than a management role. It's an opportunity to help build the next chapter of a successful independent financial planning business while developing talented advisers and making a lasting impact on both clients and colleagues. Whether you're a successful adviser ready to step into leadership or an experienced manager looking for greater influence and responsibility, this role offers an exciting platform for long-term career growth. Apply today through NJR Recruitment for a confidential discussion quoting reference NJR16795
Jun 24, 2026
Full time
Head of Advice (Must be Dipfa Qualified) Blaby, Leicestershire Up to £80,000 + Bonus + Outstanding Benefits Are you an experienced Financial Planner looking to take the next step into leadership, or an established Manager seeking a fresh challenge with a highly respected independent financial planning firm? This is an exceptional opportunity to join a thriving, client-focused business where you will play a key role in shaping adviser performance, supporting business growth, and influencing the future direction of the advice function. You will be working closely with senior leadership team, and be responsible for leading a team of Financial Advisers, helping them achieve their full potential while ensuring the delivery of outstanding client outcomes and maintaining the highest professional standards. If you are passionate about people development, operational excellence, and creating a high-performing advice culture, we'd love to hear from you. What's On Offer? Salary up to £80,000 Performance-related bonus scheme 25 days holiday plus bank holidays, increasing with service Generous non-contributory pension scheme Optional salary sacrifice pension arrangements Death in Service benefit (subject to qualifying criteria) Employee Assistance Programme and wellbeing support Modern offices with on-site gym facilities and free parking Ongoing professional development and support towards Chartered status A collaborative, supportive, and forward-thinking culture The opportunity to shape, influence, and develop a successful advice team The Opportunity As Financial Planning Manager, you will be responsible for leading, mentoring, and supporting a team of advisers, providing the guidance and structure needed to help them succeed. This role offers the perfect blend of leadership, coaching, commercial responsibility, and strategic involvement. You'll work collaboratively across compliance, operations, marketing, and support teams to drive business performance and continually enhance the client experience. Importantly, this role offers the chance to make a genuine impact within a growing and highly respected firm that values innovation, professionalism, and long-term career development. Key Responsibilities Lead, motivate, and develop a team of Financial Advisers, fostering a culture of excellence and accountability Coach advisers to maximise performance, client outcomes, and professional development Support recruitment, onboarding, training, and succession planning initiatives Drive operational efficiency and implement best-practice processes across the advice function Monitor adviser performance, workflow, and productivity, identifying opportunities for improvement Collaborate with compliance, operations, and marketing teams to ensure business objectives and regulatory standards are met Analyse management information and performance data to support strategic decision-making Contribute to business growth initiatives by identifying market opportunities and evolving client needs Prepare and present meaningful performance and operational reports to senior management Champion a positive, collaborative, and client-centric culture throughout the business About You We welcome applications from experienced Financial Planners looking to move into leadership, as well as established Financial Services Managers seeking a new opportunity. To be successful, you will have: Proven experience within financial planning or wealth management Previous people management, team leadership, coaching, or mentoring experience Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge across pensions, investments, protection, and holistic financial planning Excellent leadership, communication, and relationship-building skills A genuine passion for developing and supporting others Strong commercial awareness and an understanding of business performance drivers Experience using management information and data to improve outcomes High professional standards and a commitment to delivering exceptional client service Progress towards Chartered status would be advantageous but is not essential. Why Join? This is more than a management role. It's an opportunity to help build the next chapter of a successful independent financial planning business while developing talented advisers and making a lasting impact on both clients and colleagues. Whether you're a successful adviser ready to step into leadership or an experienced manager looking for greater influence and responsibility, this role offers an exciting platform for long-term career growth. Apply today through NJR Recruitment for a confidential discussion quoting reference NJR16795
The Organisation This is an opportunity to join a large, values-driven public sector organisation at the heart of its community. Committed to delivering high-quality, inclusive services, the organisation is on an ambitious journey to modernise how it supports its people. With a strong focus on innovation, wellbeing, and continuous improvement, it is investing in digital and AI-enabled transformation to create smarter, more efficient, and user-centred services. Collaboration, integrity, and accountability sit at the core of its culture, alongside a deep commitment to equality, sustainability, and ethical practice. Your new role In this pivotal post you will be leading the HR and OD in their transformation team. You will be their HR & OD specialist, which will include elements of both change management and ER work in a unionised and complex environment. This role will range from strategy work, reviewing contracts, developing new job descriptions and person specifications, job banding, working with subject-matter experts, to other OD work etc. In this senior role, you will need to utilise best practice change management, OD and transformation skills - undertaking critical activities to drive continuous improvement and ensure the organisation delivers its workforce objectives. This is a key leadership role to help improve services through ensuring effective and efficient people management initiatives. Reporting to and supporting the Head of Transformation, a key aspect of this role is influencing at a senior level on the day-to-day delivery of the programme. A key part of this is working in proximity to and providing support for some of the most senior level stakeholders to deliver its workforce objectives. The details of what this role entails: Championing and delivering the project. Developing and overseeing the rollout of a strategic OD plan with considerable engagement of wider stakeholders, to the organisation. Driving transformation by designing, leading, and implementing the plan in relation to change management, role change and staff deployment. This will include job evaluations. Programme resourcing, onboarding and any related management of organisational redesign and change. Providing workforce planning and resourcing expertise. Providing expert advice in relation to all aspects of fixed-term contracts, internal moves, internal or external secondments, and other resourcing methods. This role will also involve planning for the movement of staff at the end of fixed terms/secondments. Advising and supporting leads and service colleagues in the management of change whilst ensuring adherence to relevant statutory, consultation and People & OD policies. Drafting change management plans and associated consultation documents, in line with policies, terms and conditions and employment legislation. Handling highly complex change management employee issues professionally (e.g. group meetings, tribunals, hearings etc.). Providing specialist advice and support to managers on emotive and complicated issues including redeployment, change management, workplace grievance/disputes disciplinaries and employment relations. Contributing to corporate policymaking and promoting and supporting policy decisions both internally and externally. Working closely with the People & OD Teams and undertaking wider HR activities and responsibilities. What you'll need to succeed Ideally, you have worked in a large organisation - preferably unionised and public sector but not essential. Ideally chartered MCIPD or equivalent HR and/or OD qualifications. Specialist ER & HR knowledge and solid experience aligned to the job role detailed above including job evaluations. Strong expertise in organisational development and strategic level resource planning Experience of business planning, change management, and developing workforce change strategy. Experienced in leading the workforce aspects of major change programmes. What you'll get in return Competitive salary and a full range of benefits including: Maternity/Adoption/Paternity/Shared Parental Leave, Sickness, emergency special leave for a variety of personal reasons. Pay Scales which increase with service and performance Enhanced Annual Leave entitlements: increases with service Attractive Pension Scheme Free Access to Health and Wellbeing Apps & 24/7 support National Discount Schemes Learning and Development Opportunities and career progression, including an impressive Learning Academy Flexible working opportunities Staff recognition schemes - Values Champion Awards/Long Service Awards Freedom to Speak up Guardian/Champions Cycle parking and access to a staff changing area with showers and drying cabinet. Mental Health First Aiders and Trauma Risk Assessment Practitioners On-site catering, coffee shops, shop & parcel lockers Manage earnings and access up to 30% of pay when needed prior to pay day (fee applies). Financial Wellbeing Network (Money & Pensions service), providing financial resources and tools. Cycle to Work and Car Salary Sacrifice Schemes Full range of Staff Networks & Support Groups: 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)
Jun 24, 2026
Contractor
The Organisation This is an opportunity to join a large, values-driven public sector organisation at the heart of its community. Committed to delivering high-quality, inclusive services, the organisation is on an ambitious journey to modernise how it supports its people. With a strong focus on innovation, wellbeing, and continuous improvement, it is investing in digital and AI-enabled transformation to create smarter, more efficient, and user-centred services. Collaboration, integrity, and accountability sit at the core of its culture, alongside a deep commitment to equality, sustainability, and ethical practice. Your new role In this pivotal post you will be leading the HR and OD in their transformation team. You will be their HR & OD specialist, which will include elements of both change management and ER work in a unionised and complex environment. This role will range from strategy work, reviewing contracts, developing new job descriptions and person specifications, job banding, working with subject-matter experts, to other OD work etc. In this senior role, you will need to utilise best practice change management, OD and transformation skills - undertaking critical activities to drive continuous improvement and ensure the organisation delivers its workforce objectives. This is a key leadership role to help improve services through ensuring effective and efficient people management initiatives. Reporting to and supporting the Head of Transformation, a key aspect of this role is influencing at a senior level on the day-to-day delivery of the programme. A key part of this is working in proximity to and providing support for some of the most senior level stakeholders to deliver its workforce objectives. The details of what this role entails: Championing and delivering the project. Developing and overseeing the rollout of a strategic OD plan with considerable engagement of wider stakeholders, to the organisation. Driving transformation by designing, leading, and implementing the plan in relation to change management, role change and staff deployment. This will include job evaluations. Programme resourcing, onboarding and any related management of organisational redesign and change. Providing workforce planning and resourcing expertise. Providing expert advice in relation to all aspects of fixed-term contracts, internal moves, internal or external secondments, and other resourcing methods. This role will also involve planning for the movement of staff at the end of fixed terms/secondments. Advising and supporting leads and service colleagues in the management of change whilst ensuring adherence to relevant statutory, consultation and People & OD policies. Drafting change management plans and associated consultation documents, in line with policies, terms and conditions and employment legislation. Handling highly complex change management employee issues professionally (e.g. group meetings, tribunals, hearings etc.). Providing specialist advice and support to managers on emotive and complicated issues including redeployment, change management, workplace grievance/disputes disciplinaries and employment relations. Contributing to corporate policymaking and promoting and supporting policy decisions both internally and externally. Working closely with the People & OD Teams and undertaking wider HR activities and responsibilities. What you'll need to succeed Ideally, you have worked in a large organisation - preferably unionised and public sector but not essential. Ideally chartered MCIPD or equivalent HR and/or OD qualifications. Specialist ER & HR knowledge and solid experience aligned to the job role detailed above including job evaluations. Strong expertise in organisational development and strategic level resource planning Experience of business planning, change management, and developing workforce change strategy. Experienced in leading the workforce aspects of major change programmes. What you'll get in return Competitive salary and a full range of benefits including: Maternity/Adoption/Paternity/Shared Parental Leave, Sickness, emergency special leave for a variety of personal reasons. Pay Scales which increase with service and performance Enhanced Annual Leave entitlements: increases with service Attractive Pension Scheme Free Access to Health and Wellbeing Apps & 24/7 support National Discount Schemes Learning and Development Opportunities and career progression, including an impressive Learning Academy Flexible working opportunities Staff recognition schemes - Values Champion Awards/Long Service Awards Freedom to Speak up Guardian/Champions Cycle parking and access to a staff changing area with showers and drying cabinet. Mental Health First Aiders and Trauma Risk Assessment Practitioners On-site catering, coffee shops, shop & parcel lockers Manage earnings and access up to 30% of pay when needed prior to pay day (fee applies). Financial Wellbeing Network (Money & Pensions service), providing financial resources and tools. Cycle to Work and Car Salary Sacrifice Schemes Full range of Staff Networks & Support Groups: 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)
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Jun 24, 2026
Full time
IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Have you got great people skills and a passion for recruitment? Would you like to work in a customer facing role and make a positive impact on people and their communities Then consider the role of a Recruitment Manager at Reed in Partnership! This role requires travel to both our Harrogate and Selby offices, approx a 40/60 split. Please note, internal applications for this role close on 12th June 2026. Who we are: Reed's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? The Recruitment Manager is responsible for creating and identifying new business opportunities within the local area by developing strong working relationships with employers and bringing on board new employment opportunities for our participants on the Restart Scheme. The role requires you to work with a wide range of stakeholders, both internal & external, who will all have differing priorities. As a Recruitment Manager you'll be required to work alongside them to achieve the common goal. Just some of your day-to-day responsibilities will include: Taking Ownership Identifying new business opportunities and winning new clients Planning and conducting events such as jobs fairs and employer days Post-placement support and account management Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Being Fair, Open, and Honest Promoting the Restart Scheme within the community, raising awareness of its benefits and impact Working Together Maximising the repeating business opportunities through building and maintaining relationships with employers Working closely with other teams including Employment Advisers and Skills Trainers to progress participants into work What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website The Recruitment Manager role is highly people-oriented, allowing you to work closely with employers, participants, and colleagues, making every day varied and rewarding. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: A successful track record of working in a sales environment, an account management or business development role (both face to face presenting and telephone sales experience). Demonstrable experience of working to targets. A willingness to travel locally (e.g., to meet customers/employers) with good knowledge of local labour market. A minimum of 2 A-Levels or an equivalent Level 3 Diploma. GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. Desirable Criteria: Experience of working in recruitment, publicly funded services, or other similar sectors Experience of working in a customer facing environment (i.e., Customer Services, Hospitality, Social Care, Customer Services) Interest in people and willingness to go the extra mile. Interest in career and personal development Fluency in more than one language
Jun 23, 2026
Full time
Have you got great people skills and a passion for recruitment? Would you like to work in a customer facing role and make a positive impact on people and their communities Then consider the role of a Recruitment Manager at Reed in Partnership! This role requires travel to both our Harrogate and Selby offices, approx a 40/60 split. Please note, internal applications for this role close on 12th June 2026. Who we are: Reed's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? The Recruitment Manager is responsible for creating and identifying new business opportunities within the local area by developing strong working relationships with employers and bringing on board new employment opportunities for our participants on the Restart Scheme. The role requires you to work with a wide range of stakeholders, both internal & external, who will all have differing priorities. As a Recruitment Manager you'll be required to work alongside them to achieve the common goal. Just some of your day-to-day responsibilities will include: Taking Ownership Identifying new business opportunities and winning new clients Planning and conducting events such as jobs fairs and employer days Post-placement support and account management Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Being Fair, Open, and Honest Promoting the Restart Scheme within the community, raising awareness of its benefits and impact Working Together Maximising the repeating business opportunities through building and maintaining relationships with employers Working closely with other teams including Employment Advisers and Skills Trainers to progress participants into work What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website The Recruitment Manager role is highly people-oriented, allowing you to work closely with employers, participants, and colleagues, making every day varied and rewarding. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: A successful track record of working in a sales environment, an account management or business development role (both face to face presenting and telephone sales experience). Demonstrable experience of working to targets. A willingness to travel locally (e.g., to meet customers/employers) with good knowledge of local labour market. A minimum of 2 A-Levels or an equivalent Level 3 Diploma. GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. Desirable Criteria: Experience of working in recruitment, publicly funded services, or other similar sectors Experience of working in a customer facing environment (i.e., Customer Services, Hospitality, Social Care, Customer Services) Interest in people and willingness to go the extra mile. Interest in career and personal development Fluency in more than one language
The starting salary for this position is 63,823 per annum based on 36 hours per week. This is a fixed-term opportunity until 30th March 2029. Surrey County Council are excited to be recruiting a Surrey and Sussex WorkWell Strategic Programme Manager. This is a great opportunity to lead the strategic oversight and coordination of a high-profile, multi-year programme operating across Surrey and Sussex. The position is based within Surrey County Council's Economy & Growth service, but will operate across the whole of Surrey and Sussex ICB area. The role is hybrid, with at least one day a week at Woodhatch Place in Reigate (usually Tuesdays), alongside regular travel across Surrey and Sussex to attend meetings, workshops and events. Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role Surrey County Council is the Lead Accountable Body for the delivery of the national WorkWell programme across the Surrey and Sussex Integrated Care Board (ICB) area. Funded by the Department for Work and Pensions (DWP), WorkWell supports people facing health-related barriers to remain in or return to work through integrated employment, health and skills support. As our Surrey and Sussex WorkWell Strategic Programme Manager, you will lead the oversight, governance and delivery of this high-profile regional programme across Surrey, East Sussex, West Sussex and Brighton & Hove. The role operates within a complex, fast-paced and politically sensitive environment and requires a highly collaborative and influential leader who can work effectively across organisational boundaries. Working across NHS, local government and national partners, you will ensure the programme is coherent, compliant and delivering outcomes-balancing national DWP requirements with local system priorities. You will act as the key link between Surrey County Council (as Lead Accountable Body), the Surrey & Sussex ICB, local delivery partners and DWP, providing the strategic leadership needed to deliver a high-performing, integrated programme at scale. Your key responsibilities as our Surrey and Sussex WorkWell Strategic Programme Manager will include: Providing strategic leadership to ensure the programme delivers on time, within budget, and to agreed outcomes and quality standards Acting as the primary relationship lead with DWP, including engagement with national teams and sharing best practice Leading programme governance and assurance, including oversight of boards, reporting and decision-making Working with the ICB and four upper-tier authorities to ensure aligned and effective local delivery models Driving integration with wider work, health and skills priorities across Surrey & Sussex Overseeing performance, finance, risk and compliance, ensuring robust programme management Managing a small team delivering assurance, improvement and quality across the programme Ensuring full compliance with DWP grant conditions, reporting and audit requirements Key outcomes: A coherent, system-wide WorkWell programme across Surrey & Sussex Delivery of agreed employment outcomes on time and within budget Strong governance, performance and assurance in place Effective partnership working across NHS, local government and national stakeholders Full compliance with DWP requirements Success will be measured by delivering a high-impact, financially robust and fully integrated programme that improves employment outcomes and reduces health-related inequalities. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills: Significant experience of leading or overseeing large-scale employment, health or public service programmes within complex partnership environments Demonstrable experience of influencing and working collaboratively across NHS, local government and multi-agency partnerships at a senior level Experience of multiagency programme governance, performance management, reporting and risk management within a target-driven environment Ability to provide strategic leadership within politically sensitive and complex organisational settings You may also have an understanding of employment, health, and skills systems, how they intersect and awareness of the national policy context, particularly DWP-led programmes and integrated care systems. To apply, please submit your CV and outline your experience and suitability for the role by responding to the following questions (no more than 400 words for each): Please describe your experience of leading or overseeing complex partnership programmes involving multiple organisations or systems. What was your role and what were the key challenges and outcomes? WorkWell operates at the intersection of employment, health and local government systems. Please describe your experience of working across organisational boundaries to influence stakeholders and drive collaborative delivery. Please provide an example of a programme or service where you have led performance, governance or assurance arrangements in a target-driven environment. How did you ensure delivery remained on track and risks were effectively managed? The advert will close at 23:59 on Sunday 21st June with interviews likely to take place at the start of July. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview.
Jun 23, 2026
Contractor
The starting salary for this position is 63,823 per annum based on 36 hours per week. This is a fixed-term opportunity until 30th March 2029. Surrey County Council are excited to be recruiting a Surrey and Sussex WorkWell Strategic Programme Manager. This is a great opportunity to lead the strategic oversight and coordination of a high-profile, multi-year programme operating across Surrey and Sussex. The position is based within Surrey County Council's Economy & Growth service, but will operate across the whole of Surrey and Sussex ICB area. The role is hybrid, with at least one day a week at Woodhatch Place in Reigate (usually Tuesdays), alongside regular travel across Surrey and Sussex to attend meetings, workshops and events. Our Offer to You 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About the Role Surrey County Council is the Lead Accountable Body for the delivery of the national WorkWell programme across the Surrey and Sussex Integrated Care Board (ICB) area. Funded by the Department for Work and Pensions (DWP), WorkWell supports people facing health-related barriers to remain in or return to work through integrated employment, health and skills support. As our Surrey and Sussex WorkWell Strategic Programme Manager, you will lead the oversight, governance and delivery of this high-profile regional programme across Surrey, East Sussex, West Sussex and Brighton & Hove. The role operates within a complex, fast-paced and politically sensitive environment and requires a highly collaborative and influential leader who can work effectively across organisational boundaries. Working across NHS, local government and national partners, you will ensure the programme is coherent, compliant and delivering outcomes-balancing national DWP requirements with local system priorities. You will act as the key link between Surrey County Council (as Lead Accountable Body), the Surrey & Sussex ICB, local delivery partners and DWP, providing the strategic leadership needed to deliver a high-performing, integrated programme at scale. Your key responsibilities as our Surrey and Sussex WorkWell Strategic Programme Manager will include: Providing strategic leadership to ensure the programme delivers on time, within budget, and to agreed outcomes and quality standards Acting as the primary relationship lead with DWP, including engagement with national teams and sharing best practice Leading programme governance and assurance, including oversight of boards, reporting and decision-making Working with the ICB and four upper-tier authorities to ensure aligned and effective local delivery models Driving integration with wider work, health and skills priorities across Surrey & Sussex Overseeing performance, finance, risk and compliance, ensuring robust programme management Managing a small team delivering assurance, improvement and quality across the programme Ensuring full compliance with DWP grant conditions, reporting and audit requirements Key outcomes: A coherent, system-wide WorkWell programme across Surrey & Sussex Delivery of agreed employment outcomes on time and within budget Strong governance, performance and assurance in place Effective partnership working across NHS, local government and national stakeholders Full compliance with DWP requirements Success will be measured by delivering a high-impact, financially robust and fully integrated programme that improves employment outcomes and reduces health-related inequalities. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills: Significant experience of leading or overseeing large-scale employment, health or public service programmes within complex partnership environments Demonstrable experience of influencing and working collaboratively across NHS, local government and multi-agency partnerships at a senior level Experience of multiagency programme governance, performance management, reporting and risk management within a target-driven environment Ability to provide strategic leadership within politically sensitive and complex organisational settings You may also have an understanding of employment, health, and skills systems, how they intersect and awareness of the national policy context, particularly DWP-led programmes and integrated care systems. To apply, please submit your CV and outline your experience and suitability for the role by responding to the following questions (no more than 400 words for each): Please describe your experience of leading or overseeing complex partnership programmes involving multiple organisations or systems. What was your role and what were the key challenges and outcomes? WorkWell operates at the intersection of employment, health and local government systems. Please describe your experience of working across organisational boundaries to influence stakeholders and drive collaborative delivery. Please provide an example of a programme or service where you have led performance, governance or assurance arrangements in a target-driven environment. How did you ensure delivery remained on track and risks were effectively managed? The advert will close at 23:59 on Sunday 21st June with interviews likely to take place at the start of July. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview.
Pensions Technical Specialist - DB Onboarding (Insurance) Location: UK (Hybrid) Salary: Competitive + bonus + benefits We're supporting a leading insurance provider as they continue to grow their bulk annuity and pension risk transfer business. As part of this, they are hiring a Pensions Technical Specialist to support the onboarding of Defined Benefit schemes into their insurance platform. This role sits at the critical point between trustees, consultancies and internal operations, ensuring schemes are accurately transitioned and data integrity is maintained from day one. Key responsibilities Lead technical validation of DB pension scheme data as part of onboarding activity Review benefit specifications, scheme rules and administration practices to ensure accurate interpretation within the insurance environment Identify and resolve data inconsistencies, benefit calculation issues and historical anomalies Work closely with onboarding, administration and actuarial teams to deliver smooth scheme transitions Support due diligence activity during buy-in/buy-out transactions Provide technical oversight and sign-off on scheme setup Key experience Strong DB pensions technical background (scheme rules, benefits, calculations) Experience in pensions administration, technical services or implementation/onboarding roles Good understanding of bulk annuity/risk transfer processes (desirable) Confident working with complex data and resolving inconsistencies Strong stakeholder engagement skills across trustees, consultants and internal teams Knowledge of pensions systems such as Hartlink, Administrator, Intellipen or similar Why join Direct involvement in high-profile bulk annuity transactions Growing insurance platform with strong deal pipeline Opportunity to move away from BAU admin into a more technical, project-based role Clear progression into senior technical or leadership roles
Jun 23, 2026
Contractor
Pensions Technical Specialist - DB Onboarding (Insurance) Location: UK (Hybrid) Salary: Competitive + bonus + benefits We're supporting a leading insurance provider as they continue to grow their bulk annuity and pension risk transfer business. As part of this, they are hiring a Pensions Technical Specialist to support the onboarding of Defined Benefit schemes into their insurance platform. This role sits at the critical point between trustees, consultancies and internal operations, ensuring schemes are accurately transitioned and data integrity is maintained from day one. Key responsibilities Lead technical validation of DB pension scheme data as part of onboarding activity Review benefit specifications, scheme rules and administration practices to ensure accurate interpretation within the insurance environment Identify and resolve data inconsistencies, benefit calculation issues and historical anomalies Work closely with onboarding, administration and actuarial teams to deliver smooth scheme transitions Support due diligence activity during buy-in/buy-out transactions Provide technical oversight and sign-off on scheme setup Key experience Strong DB pensions technical background (scheme rules, benefits, calculations) Experience in pensions administration, technical services or implementation/onboarding roles Good understanding of bulk annuity/risk transfer processes (desirable) Confident working with complex data and resolving inconsistencies Strong stakeholder engagement skills across trustees, consultants and internal teams Knowledge of pensions systems such as Hartlink, Administrator, Intellipen or similar Why join Direct involvement in high-profile bulk annuity transactions Growing insurance platform with strong deal pipeline Opportunity to move away from BAU admin into a more technical, project-based role Clear progression into senior technical or leadership roles
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.
Jun 23, 2026
Full time
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.
Independent Financial Adviser - West Midlands - Up to £65,000 Are you a skilled and passionate financial adviser looking for a unique opportunity to take your career to the next level? A highly reputable IFA is seeking an experienced financial adviser to join their dynamic team. With over 50 years of combined Independent Financial Adviser (IFA) experience, the business has created a culture dedicated to delivering high-quality financial advice with a focus on local, personal service. Currently, the team of three advisers expertly covers £200 million in Funds Under Management (FUM). However, in order to ensure clients are serviced to the highest possible standard, they are looking to bring in additional adviser support. This presents an exciting opportunity for a new financial adviser to build and nurture client relationships, benefiting from the director's guidance and expertise. They have a large client bank available for the adviser coming from retiring advisers within the business, providing a strong recurring income and no requirement on new business. Position Overview: As a Financial Adviser, you'll have the chance to work within a collaborative environment, supported by a back-office team located in the Wolverhampton office. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role. Package and Benefits: Your hard work and dedication will be rewarded with a competitive package that recognises your expertise: Competitive basic salary Performance-based bonus 6% pension contribution 4x life assurance Car allowance 23 days of annual leave (increasing to 25 after 1 year and 28 after 2 years) Why Join Them Client Relationships: The client base is built on referrals and word of mouth, reflecting the trust and satisfaction the clients have in their services. This provides a solid foundation for your growth and success. Experienced Leadership: The business leaders bring over 50 years of combined IFA experience to the table, offering invaluable mentorship and guidance. Client bank: You'll have the unique opportunity to seamlessly inherit and build upon an existing client portfolio. Collaborative Culture: The team thrives in a supportive, collaborative atmosphere where innovation and personal growth are encouraged. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
Jun 23, 2026
Full time
Independent Financial Adviser - West Midlands - Up to £65,000 Are you a skilled and passionate financial adviser looking for a unique opportunity to take your career to the next level? A highly reputable IFA is seeking an experienced financial adviser to join their dynamic team. With over 50 years of combined Independent Financial Adviser (IFA) experience, the business has created a culture dedicated to delivering high-quality financial advice with a focus on local, personal service. Currently, the team of three advisers expertly covers £200 million in Funds Under Management (FUM). However, in order to ensure clients are serviced to the highest possible standard, they are looking to bring in additional adviser support. This presents an exciting opportunity for a new financial adviser to build and nurture client relationships, benefiting from the director's guidance and expertise. They have a large client bank available for the adviser coming from retiring advisers within the business, providing a strong recurring income and no requirement on new business. Position Overview: As a Financial Adviser, you'll have the chance to work within a collaborative environment, supported by a back-office team located in the Wolverhampton office. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role. Package and Benefits: Your hard work and dedication will be rewarded with a competitive package that recognises your expertise: Competitive basic salary Performance-based bonus 6% pension contribution 4x life assurance Car allowance 23 days of annual leave (increasing to 25 after 1 year and 28 after 2 years) Why Join Them Client Relationships: The client base is built on referrals and word of mouth, reflecting the trust and satisfaction the clients have in their services. This provides a solid foundation for your growth and success. Experienced Leadership: The business leaders bring over 50 years of combined IFA experience to the table, offering invaluable mentorship and guidance. Client bank: You'll have the unique opportunity to seamlessly inherit and build upon an existing client portfolio. Collaborative Culture: The team thrives in a supportive, collaborative atmosphere where innovation and personal growth are encouraged. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
We are exclusively recruiting for an experienced and highly organised Finance Manager to lead our client's Accounts team and ensure robust financial management and control across the business. This is a senior, hands-on role with responsibility for overseeing day-to-day financial operations while contributing strategically to the company's long-term objectives. We've recruited for this company for 16+ years and really enjoy recruiting for the Finance Director. The company has over a 100m turnover, they're very successful and expanding. As part of your role, you will manage a team of four (1 Supervisor and 3 Accounts staff) and work closely with Directors and Managers to ensure financial commitments are met, risks are controlled, and reporting is accurate and timely. Please find all the details below: Job title: Finance Manager Location: Ashford, Kent. This role is office based, but flexibility is available to attend appointments etc Hours: Monday-Friday, 8:30am-5pm Salary: 55,000- 65,000 DOE Reasons to work at our client: 22 days annual leave + Bank holidays Free parking A pivotal role within a growing and well-established business Opportunity to influence financial strategy and business performance Supportive leadership team and collaborative working environment Your duties and responsibilities would be: Strategic & Department Management Develop and deliver the annual strategic plan for the Accounts department Oversee the efficient running of the accounts function, ensuring high professional standards Identify financial and operational risks and implement mitigation plans Analyse supplier and business relationships to reduce costs and improve profitability Review ad-hoc contracts, renewals, insurance and associated financial data Stay up to date with industry practices and financial legislation Financial Management Prepare budgets and review with Managers and Directors Produce and maintain management accounts and supporting spreadsheets Compile and submit VAT returns, Company Annual Returns and National Statistics returns Ensure all statutory and non-statutory payments are accurate and submitted on time Maintain and control the Asset Register Submit monthly and quarterly financial returns to manufacturers Sales & Purchase Ledger Oversight Oversee Credit Control processes, review aged debt monthly and generate stop lists Step in to cover Credit Controller duties where required Oversee Purchase Ledger, ensuring reconciliations, allocations and payment runs are completed correctly and on time Authorise and code purchase invoices Management Accounts & Nominal Ledger Generate and review trial balances and balance sheet reconciliations Prepare and post journals including accruals, depreciation, and adjustments Produce, review, and distribute management accounts to strict deadlines Attend monthly management meetings and support managers with financial queries Payroll Prepare and oversee monthly payroll for approximately 270 employees using Moorepay Manage PAYE, NI, student loans, pensions, and benefits in kind Post payroll journals to the nominal ledger and ensure all payments are accurate Audit & Compliance Prepare statutory audit information and liaise with external auditors Attend audit review meetings and present findings to Directors and Shareholders Ensure full compliance with company policies and statutory requirements People Management Lead, motivate and develop the Accounts team Conduct performance reviews and support training and succession planning Manage recruitment, annual leave, and sickness to ensure adequate cover Ensure Health & Safety compliance across the department You'll be the ideal candidate for this role if you have the following: Proven experience in a senior finance or finance management role Strong knowledge of management accounts, payroll, VAT, and statutory reporting Confidence to manage people with excellent organisational and leadership skills Hands-on, proactive, and able to meet strict deadlines Strong attention to detail with the ability to work strategically Next steps: If you're excited about the opportunity and you have the relevant skills and experience above, please apply today. Alternatively, if you know someone who may be suitable for this role please share the details. If you successfully refer a friend for the above role, you will receive a 100 voucher of your choice! Terms apply Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do please call us on ASAP or within 24 hours to discuss the position in further detail with Bonnie (Candidate Consultant) or Nicola (Permanent Consultant). 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 23, 2026
Full time
We are exclusively recruiting for an experienced and highly organised Finance Manager to lead our client's Accounts team and ensure robust financial management and control across the business. This is a senior, hands-on role with responsibility for overseeing day-to-day financial operations while contributing strategically to the company's long-term objectives. We've recruited for this company for 16+ years and really enjoy recruiting for the Finance Director. The company has over a 100m turnover, they're very successful and expanding. As part of your role, you will manage a team of four (1 Supervisor and 3 Accounts staff) and work closely with Directors and Managers to ensure financial commitments are met, risks are controlled, and reporting is accurate and timely. Please find all the details below: Job title: Finance Manager Location: Ashford, Kent. This role is office based, but flexibility is available to attend appointments etc Hours: Monday-Friday, 8:30am-5pm Salary: 55,000- 65,000 DOE Reasons to work at our client: 22 days annual leave + Bank holidays Free parking A pivotal role within a growing and well-established business Opportunity to influence financial strategy and business performance Supportive leadership team and collaborative working environment Your duties and responsibilities would be: Strategic & Department Management Develop and deliver the annual strategic plan for the Accounts department Oversee the efficient running of the accounts function, ensuring high professional standards Identify financial and operational risks and implement mitigation plans Analyse supplier and business relationships to reduce costs and improve profitability Review ad-hoc contracts, renewals, insurance and associated financial data Stay up to date with industry practices and financial legislation Financial Management Prepare budgets and review with Managers and Directors Produce and maintain management accounts and supporting spreadsheets Compile and submit VAT returns, Company Annual Returns and National Statistics returns Ensure all statutory and non-statutory payments are accurate and submitted on time Maintain and control the Asset Register Submit monthly and quarterly financial returns to manufacturers Sales & Purchase Ledger Oversight Oversee Credit Control processes, review aged debt monthly and generate stop lists Step in to cover Credit Controller duties where required Oversee Purchase Ledger, ensuring reconciliations, allocations and payment runs are completed correctly and on time Authorise and code purchase invoices Management Accounts & Nominal Ledger Generate and review trial balances and balance sheet reconciliations Prepare and post journals including accruals, depreciation, and adjustments Produce, review, and distribute management accounts to strict deadlines Attend monthly management meetings and support managers with financial queries Payroll Prepare and oversee monthly payroll for approximately 270 employees using Moorepay Manage PAYE, NI, student loans, pensions, and benefits in kind Post payroll journals to the nominal ledger and ensure all payments are accurate Audit & Compliance Prepare statutory audit information and liaise with external auditors Attend audit review meetings and present findings to Directors and Shareholders Ensure full compliance with company policies and statutory requirements People Management Lead, motivate and develop the Accounts team Conduct performance reviews and support training and succession planning Manage recruitment, annual leave, and sickness to ensure adequate cover Ensure Health & Safety compliance across the department You'll be the ideal candidate for this role if you have the following: Proven experience in a senior finance or finance management role Strong knowledge of management accounts, payroll, VAT, and statutory reporting Confidence to manage people with excellent organisational and leadership skills Hands-on, proactive, and able to meet strict deadlines Strong attention to detail with the ability to work strategically Next steps: If you're excited about the opportunity and you have the relevant skills and experience above, please apply today. Alternatively, if you know someone who may be suitable for this role please share the details. If you successfully refer a friend for the above role, you will receive a 100 voucher of your choice! Terms apply Please note if your skills match the requirements for the job then you will receive an e-mail from us (remember to check your junk mail). If you do please call us on ASAP or within 24 hours to discuss the position in further detail with Bonnie (Candidate Consultant) or Nicola (Permanent Consultant). 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.
The starting salary for this role is £48,698 per annum based on a 36-hour working week. This role is funded on a fixed term basis until 31st March 2029. Do you want to play a key role in helping people overcome health related barriers and thrive in work? Join us as a Supported Employment Team Leader and help shape and deliver an ambitious new programme that will transform employment support across Surrey. The role is hybrid with at least one day a week in Woodhatch Place, Reigate (usually Tuesday). The job will require some travel to other locations in Surrey and occasionally further afield. Our Offer to You: 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service. Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About Economy and Growth The Economy and Growth team works as 'One Council' to build a sustainable, inclusive economy across Surrey. We provide strategic leadership and deliver services in business support, innovation, skills and place making for 110,000 businesses and 1.2 million residents. Our focus is helping residents access and sustain employment through Surrey's wide range of opportunities. Using an employer led model, we deliver programmes funded by the Department for Work and Pensions (DWP), including Connect to Work and WorkWell. We are bringing these programmes together into a fully integrated employment support offer. This role will help deliver a seamless, high quality service through a single front door for residents, businesses and employers. About the Programme Surrey County Council leads delivery of WorkWell locally. The programme is based on early intervention, providing timely person-centred support to prevent health related barriers to stay in or return to work. By 2029, WorkWell will support 3,765 residents in Surrey. Funded by the DWP, WorkWell offers integrated work, health and skills support. It sits alongside Connect to Work within our Employment Support function. This is a key opportunity to help shape and deliver a new programme, define service standards and build strong links with health services and referral partners to ensure a steady pipeline into support. About the Role You will play a central role in delivering WorkWell, managing a team of up to 10 Work and Health Coaches who support participants into and within employment. You will ensure delivery is high quality, person centred and aligned with programme expectations and targets. You will support the Supported Employment Operations Manager in overseeing external provision and ensuring consistency across services. Working closely with Connect to Work Team Leaders, you will help create a consistent and integrated employment support offer. You will foster a collaborative team culture, support performance and continuous improvement, and ensure your team has the tools, resources and partnerships they need to succeed. The role involves establishing clear service standards and operational processes, strengthening referral pathways across health, social care, the voluntary sector and local authority services, and building a strong pipeline into the programme. You will also help develop a multi disciplinary offer by working with health and community partners to agree ways of working and referral routes. Alongside this, you will support performance monitoring and reporting, ensuring accurate data capture through CRM systems and working with colleagues to review performance, improve outcomes and understand the customer journey. You will also contribute to employer engagement, helping to build relationships with organisations across Surrey. This is an excellent opportunity for someone passionate about making a local impact by helping people overcome health related barriers and move into or remain in work. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align with our behaviours: Experience in supporting implementation and delivery of a similar supported employment programme Evidenced experience and success in employment support practice leading to sustained employment for people who have faced health barriers to employment Managing, supervising and coaching front line staff in employment support (or similar) settings Cultivating a high performing team environment that is focused on exceeding programme targets, preferably in supported employment settings Strong understanding of the employment support and health-related landscape Excellent communication skills. To apply, please send a copy of your CV and outline your experience and suitability for the role responding to these three questions: Please set out examples of your experience of managing a high performing, target driven and motivated team in a supported employment programme, preferably in a health-related context. WorkWell operates at the intersection of employment, health and local government systems. Please describe your experience of designing and embedding front line services to meet the demands of new programmes of work that cut across these sectors. This role requires significant multi- agency working across the public, private and voluntary sectors. Please describe your experience of working in this environment, giving examples of where you have had positive impact. The job advert closes at 23:59 on 08.07.2026 with interviews planned for the following week. We look forward to receiving your application, please click on the apply online button below to submit. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
Jun 23, 2026
Full time
The starting salary for this role is £48,698 per annum based on a 36-hour working week. This role is funded on a fixed term basis until 31st March 2029. Do you want to play a key role in helping people overcome health related barriers and thrive in work? Join us as a Supported Employment Team Leader and help shape and deliver an ambitious new programme that will transform employment support across Surrey. The role is hybrid with at least one day a week in Woodhatch Place, Reigate (usually Tuesday). The job will require some travel to other locations in Surrey and occasionally further afield. Our Offer to You: 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service. Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a real difference to the lives of our residents About Economy and Growth The Economy and Growth team works as 'One Council' to build a sustainable, inclusive economy across Surrey. We provide strategic leadership and deliver services in business support, innovation, skills and place making for 110,000 businesses and 1.2 million residents. Our focus is helping residents access and sustain employment through Surrey's wide range of opportunities. Using an employer led model, we deliver programmes funded by the Department for Work and Pensions (DWP), including Connect to Work and WorkWell. We are bringing these programmes together into a fully integrated employment support offer. This role will help deliver a seamless, high quality service through a single front door for residents, businesses and employers. About the Programme Surrey County Council leads delivery of WorkWell locally. The programme is based on early intervention, providing timely person-centred support to prevent health related barriers to stay in or return to work. By 2029, WorkWell will support 3,765 residents in Surrey. Funded by the DWP, WorkWell offers integrated work, health and skills support. It sits alongside Connect to Work within our Employment Support function. This is a key opportunity to help shape and deliver a new programme, define service standards and build strong links with health services and referral partners to ensure a steady pipeline into support. About the Role You will play a central role in delivering WorkWell, managing a team of up to 10 Work and Health Coaches who support participants into and within employment. You will ensure delivery is high quality, person centred and aligned with programme expectations and targets. You will support the Supported Employment Operations Manager in overseeing external provision and ensuring consistency across services. Working closely with Connect to Work Team Leaders, you will help create a consistent and integrated employment support offer. You will foster a collaborative team culture, support performance and continuous improvement, and ensure your team has the tools, resources and partnerships they need to succeed. The role involves establishing clear service standards and operational processes, strengthening referral pathways across health, social care, the voluntary sector and local authority services, and building a strong pipeline into the programme. You will also help develop a multi disciplinary offer by working with health and community partners to agree ways of working and referral routes. Alongside this, you will support performance monitoring and reporting, ensuring accurate data capture through CRM systems and working with colleagues to review performance, improve outcomes and understand the customer journey. You will also contribute to employer engagement, helping to build relationships with organisations across Surrey. This is an excellent opportunity for someone passionate about making a local impact by helping people overcome health related barriers and move into or remain in work. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align with our behaviours: Experience in supporting implementation and delivery of a similar supported employment programme Evidenced experience and success in employment support practice leading to sustained employment for people who have faced health barriers to employment Managing, supervising and coaching front line staff in employment support (or similar) settings Cultivating a high performing team environment that is focused on exceeding programme targets, preferably in supported employment settings Strong understanding of the employment support and health-related landscape Excellent communication skills. To apply, please send a copy of your CV and outline your experience and suitability for the role responding to these three questions: Please set out examples of your experience of managing a high performing, target driven and motivated team in a supported employment programme, preferably in a health-related context. WorkWell operates at the intersection of employment, health and local government systems. Please describe your experience of designing and embedding front line services to meet the demands of new programmes of work that cut across these sectors. This role requires significant multi- agency working across the public, private and voluntary sectors. Please describe your experience of working in this environment, giving examples of where you have had positive impact. The job advert closes at 23:59 on 08.07.2026 with interviews planned for the following week. We look forward to receiving your application, please click on the apply online button below to submit. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
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-
Jun 23, 2026
Full time
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-
Portfolio are proud to be exclusively representing, an award-winning cloud-based HR management solution with a reputation for excellence. As part of a global Group, the business is experiencing impressive year-on-year growth and are expanding their dynamic Payroll division! With high-spec offices in Central Manchester, you've the opportunity to join an ambitious, growing team who are passionate about delivering excellence and eager to excel. This is your chance to be part of something special from the ground up & help us build and shape a young division that's set to become an industry leader in outsourced payroll services! As a Payroll Administrator, you'll be at the heart of our client service delivery, ensuring accurate and timely payroll processing for a portfolio of SME clients. You'll become a trusted expert in payroll, helping businesses manage one of their most critical functions with confidence and precision. This is an office-based role, and for good reason! Being in our office full-time means you'll be surrounded by a supportive team where collaboration is key. You'll learn from experienced colleagues, share knowledge, problem-solve together, and build the camaraderie that makes challenging work enjoyable. In payroll, having your team around you to bounce ideas off, ask questions, and celebrate wins together makes all the difference! A bit about you: Passionate about accuracy: You take pride in getting payroll right, every single time. Details matter to you, and you love the satisfaction of error-free submissions. Knowledgeable & up-to-date: You have solid end-to-end payroll experience and stay current with UK legislation, statutory payments, auto enrolment rules, and PAYE regulations. Client-focused & communicative: You build positive relationships easily and can confidently explain gross to net calculations, resolve data queries, and guide clients through payroll challenges. Organised & deadline-driven: You thrive working to processing schedules, managing multiple client payrolls, and ensuring everything runs like clockwork. Growth-minded: You're open to feedback, eager to develop your skills, and excited about growing alongside a division that's going places! Bureau experienced (ideally): Previous experience in an outsourced payroll or bureau environment is a real advantage; you understand the pace, the variety, and the client service expectations. What you'll be doing: Delivering accurate and timely payroll processing for your client portfolio, ensuring gross to net calculations are completed through our software solutions. Following our comprehensive Payroll Processing Checklist to ensure every activity is carried out flawlessly and on schedule. Managing auto enrolment and pensions administration for clients on a periodic basis. Applying your knowledge of statutory payments, tax regulations, and UK payroll legislation. Liaising with clients to resolve data queries and confidently explaining payroll changes. Working with common payroll documentation including MatB1s, P45s, New Starter Checklists, Court Orders, and more. Ensuring all transactions are peer-checked for accuracy and embracing continuous learning and development. What's in it for you? The offers a fantastic benefits package that shows they truly value their people: 25 days holiday, plus bank holidays & a day off on your birthday &; increasing after 2 & 5 years Access to Health Shield Employee Assistance Programme (EAP) Pension scheme contribution increasing to 5% after 5 years; service and 7% after 7 years; service Group life insurance Refer a friend scheme On-site gym & discounted Pace Health Club membership (gym & spa treatments) Eye care contribution Free fruit (office-based staff) Cycle 2 Work scheme (after probation) Travel Season Ticket loan scheme Milestone recognition Discount platform perks including Manchester City centre parking, First Bus Travel Club Membership, Microsoft Home User programme, Anglian Home Improvements, and food & drink discounts at Revolution De Cuba and more! If you're ready for a new challenge and think you may be a good fit for this role, please apply today and we'll be in touch! 51585EML INDBRI The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jun 23, 2026
Full time
Portfolio are proud to be exclusively representing, an award-winning cloud-based HR management solution with a reputation for excellence. As part of a global Group, the business is experiencing impressive year-on-year growth and are expanding their dynamic Payroll division! With high-spec offices in Central Manchester, you've the opportunity to join an ambitious, growing team who are passionate about delivering excellence and eager to excel. This is your chance to be part of something special from the ground up & help us build and shape a young division that's set to become an industry leader in outsourced payroll services! As a Payroll Administrator, you'll be at the heart of our client service delivery, ensuring accurate and timely payroll processing for a portfolio of SME clients. You'll become a trusted expert in payroll, helping businesses manage one of their most critical functions with confidence and precision. This is an office-based role, and for good reason! Being in our office full-time means you'll be surrounded by a supportive team where collaboration is key. You'll learn from experienced colleagues, share knowledge, problem-solve together, and build the camaraderie that makes challenging work enjoyable. In payroll, having your team around you to bounce ideas off, ask questions, and celebrate wins together makes all the difference! A bit about you: Passionate about accuracy: You take pride in getting payroll right, every single time. Details matter to you, and you love the satisfaction of error-free submissions. Knowledgeable & up-to-date: You have solid end-to-end payroll experience and stay current with UK legislation, statutory payments, auto enrolment rules, and PAYE regulations. Client-focused & communicative: You build positive relationships easily and can confidently explain gross to net calculations, resolve data queries, and guide clients through payroll challenges. Organised & deadline-driven: You thrive working to processing schedules, managing multiple client payrolls, and ensuring everything runs like clockwork. Growth-minded: You're open to feedback, eager to develop your skills, and excited about growing alongside a division that's going places! Bureau experienced (ideally): Previous experience in an outsourced payroll or bureau environment is a real advantage; you understand the pace, the variety, and the client service expectations. What you'll be doing: Delivering accurate and timely payroll processing for your client portfolio, ensuring gross to net calculations are completed through our software solutions. Following our comprehensive Payroll Processing Checklist to ensure every activity is carried out flawlessly and on schedule. Managing auto enrolment and pensions administration for clients on a periodic basis. Applying your knowledge of statutory payments, tax regulations, and UK payroll legislation. Liaising with clients to resolve data queries and confidently explaining payroll changes. Working with common payroll documentation including MatB1s, P45s, New Starter Checklists, Court Orders, and more. Ensuring all transactions are peer-checked for accuracy and embracing continuous learning and development. What's in it for you? The offers a fantastic benefits package that shows they truly value their people: 25 days holiday, plus bank holidays & a day off on your birthday &; increasing after 2 & 5 years Access to Health Shield Employee Assistance Programme (EAP) Pension scheme contribution increasing to 5% after 5 years; service and 7% after 7 years; service Group life insurance Refer a friend scheme On-site gym & discounted Pace Health Club membership (gym & spa treatments) Eye care contribution Free fruit (office-based staff) Cycle 2 Work scheme (after probation) Travel Season Ticket loan scheme Milestone recognition Discount platform perks including Manchester City centre parking, First Bus Travel Club Membership, Microsoft Home User programme, Anglian Home Improvements, and food & drink discounts at Revolution De Cuba and more! If you're ready for a new challenge and think you may be a good fit for this role, please apply today and we'll be in touch! 51585EML INDBRI The Portfolio Group are acting on behalf of our client in recruiting for this position.
We are working with a highly regarded specialist pensions firm that is seeking a Senior Pensions Management Consultant to join its growing team. This is a senior-level role for an experienced pensions professional who enjoys leading complex client engagements, working strategically with trustee boards, and delivering high-quality outsourced pensions management and consulting services. You will take ownership of key client relationships, lead teams, oversee scheme governance and operations, and contribute to the ongoing growth and development of the business. Key Responsibilities: Lead the delivery of outsourced pensions management services for a portfolio of occupational pension schemes. Act as a strategic adviser to trustee boards, supporting scheme objectives, business planning, risk management, and governance. Take responsibility for the day-to-day running of specific schemes, ensuring legal and statutory obligations are met. Attend and lead trustee and committee meetings, providing secretariat support, high-quality reporting, and clear recommendations. Manage relationships with sponsoring employers, advisers, and service providers, coordinating and challenging advice where appropriate. Oversee adviser and supplier performance and periodic service reviews. Lead or support consulting projects across areas such as governance, trustee effectiveness, programme management, and risk. Monitor legislative and regulatory developments and advise clients and colleagues on impacts. Ensure scheme management and administration is efficient, high quality, and cost-effective. Take responsibility for the commercial performance of client relationships and projects. Line manage and develop junior consultants, supporting performance, career development, and training. Contribute to business development through networking, relationship building, and supporting proposals and tenders. Skills, Experience & Qualities Required: Extensive experience delivering services to occupational pension schemes in a consulting or in-house pensions management environment. Strong technical knowledge of DB and/or DC pensions and governance frameworks. Experience working strategically with trustee boards and senior stakeholders. Proven ability to lead client engagements and manage complex projects. Line management experience and a collaborative leadership style. Excellent written and verbal communication skills, including chairing or presenting at meetings. Strong commercial awareness and experience managing budgets or fee arrangements. Relevant professional qualification (e.g. PMI/APMI or equivalent). What's On Offer: Competitive salary and benefits package. Hybrid working. Opportunity to work on high-profile, complex pension schemes. Clear progression opportunities within a growing consultancy. Supportive, collaborative, and values-driven culture.
Jun 22, 2026
Full time
We are working with a highly regarded specialist pensions firm that is seeking a Senior Pensions Management Consultant to join its growing team. This is a senior-level role for an experienced pensions professional who enjoys leading complex client engagements, working strategically with trustee boards, and delivering high-quality outsourced pensions management and consulting services. You will take ownership of key client relationships, lead teams, oversee scheme governance and operations, and contribute to the ongoing growth and development of the business. Key Responsibilities: Lead the delivery of outsourced pensions management services for a portfolio of occupational pension schemes. Act as a strategic adviser to trustee boards, supporting scheme objectives, business planning, risk management, and governance. Take responsibility for the day-to-day running of specific schemes, ensuring legal and statutory obligations are met. Attend and lead trustee and committee meetings, providing secretariat support, high-quality reporting, and clear recommendations. Manage relationships with sponsoring employers, advisers, and service providers, coordinating and challenging advice where appropriate. Oversee adviser and supplier performance and periodic service reviews. Lead or support consulting projects across areas such as governance, trustee effectiveness, programme management, and risk. Monitor legislative and regulatory developments and advise clients and colleagues on impacts. Ensure scheme management and administration is efficient, high quality, and cost-effective. Take responsibility for the commercial performance of client relationships and projects. Line manage and develop junior consultants, supporting performance, career development, and training. Contribute to business development through networking, relationship building, and supporting proposals and tenders. Skills, Experience & Qualities Required: Extensive experience delivering services to occupational pension schemes in a consulting or in-house pensions management environment. Strong technical knowledge of DB and/or DC pensions and governance frameworks. Experience working strategically with trustee boards and senior stakeholders. Proven ability to lead client engagements and manage complex projects. Line management experience and a collaborative leadership style. Excellent written and verbal communication skills, including chairing or presenting at meetings. Strong commercial awareness and experience managing budgets or fee arrangements. Relevant professional qualification (e.g. PMI/APMI or equivalent). What's On Offer: Competitive salary and benefits package. Hybrid working. Opportunity to work on high-profile, complex pension schemes. Clear progression opportunities within a growing consultancy. Supportive, collaborative, and values-driven culture.
CLIENT SERVICES ADMINISTRATOR £26,000 - £30,000 - Wolverhampton - Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities 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.
Jun 22, 2026
Full time
CLIENT SERVICES ADMINISTRATOR £26,000 - £30,000 - Wolverhampton - Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities 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.
FINANCIAL ADVISER £45,000 - £60,000 + Uncapped Commission - Wolverhampton, Career Development, Existing Client Bank The Job An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth. This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning. You ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients. Key responsibilities include: Managing relationships with an existing client bank Conducting annual and interim financial reviews Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning Identifying opportunities to increase FUM and generate new business Producing compliant financial recommendations and suitability reports Monitoring portfolios and recommending strategic adjustments where appropriate Maintaining accurate FCA-compliant records and documentation Working collaboratively with paraplanning and administration teams Supporting best practice initiatives and continuous improvement across the business This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential. The Candidate Level 4 Diploma in Regulated Financial Planning (essential or working towards) Chartered status or working towards Chartered desirable Experience delivering financial advice and client reviews Strong relationship-building and communication skills Commercially aware with a client-centric approach Strong understanding of FCA compliance requirements Ability to explain complex financial matters clearly and confidently Professional, trustworthy and proactive approach The Package Salary £45,000 £60,000 Uncapped commission on new business Existing client portfolio provided Full-time permanent position Career development and progression opportunities Supportive team environment 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.
Jun 22, 2026
Full time
FINANCIAL ADVISER £45,000 - £60,000 + Uncapped Commission - Wolverhampton, Career Development, Existing Client Bank The Job An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth. This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning. You ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients. Key responsibilities include: Managing relationships with an existing client bank Conducting annual and interim financial reviews Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning Identifying opportunities to increase FUM and generate new business Producing compliant financial recommendations and suitability reports Monitoring portfolios and recommending strategic adjustments where appropriate Maintaining accurate FCA-compliant records and documentation Working collaboratively with paraplanning and administration teams Supporting best practice initiatives and continuous improvement across the business This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential. The Candidate Level 4 Diploma in Regulated Financial Planning (essential or working towards) Chartered status or working towards Chartered desirable Experience delivering financial advice and client reviews Strong relationship-building and communication skills Commercially aware with a client-centric approach Strong understanding of FCA compliance requirements Ability to explain complex financial matters clearly and confidently Professional, trustworthy and proactive approach The Package Salary £45,000 £60,000 Uncapped commission on new business Existing client portfolio provided Full-time permanent position Career development and progression opportunities Supportive team environment 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.
Technical Team Leader (Paraplanning) Location: Hybrid / Flexible Working Available Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business. This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function. Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support. Key Responsibilities: Team Leadership & Development Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices. Conduct regular performance reviews, coaching sessions, and development planning. Support the ongoing professional growth and technical competence of team members. Promote a positive, collaborative, and high-performing team culture. Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management Manage the allocation and prioritisation of technical and paraplanning workloads. Ensure service levels, deadlines, and quality standards are consistently achieved. Monitor team capacity and resource planning to support business demands. Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight Oversee the preparation and review of financial planning reports and recommendations. Ensure suitability reports are accurate, compliant, and aligned with client objectives. Review complex cases involving: Investments Pensions and retirement planning Protection Tax planning Inheritance Tax (IHT) Capital Gains Tax (CGT) Trust and estate planning considerations Support advisers with technical research, cashflow modelling, and solution design. Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution Identify and implement process improvements to enhance efficiency and service delivery. Maintain and develop technical templates, tools, and procedures. Collaborate with leadership, compliance, and operations teams on strategic initiatives. Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance Ensure all work produced meets regulatory requirements and internal quality standards. Maintain robust oversight of report quality and documentation standards. Stay up to date with industry developments, legislation, and regulatory changes. Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting Produce and analyse management information relating to team performance and workflow. Monitor key service metrics and identify opportunities for improvement. Provide regular updates and insights to senior management. Desirable Diploma in Financial Planning (Level 4) or equivalent. Experience in a Paraplanning Team Leader or Technical Manager role. Knowledge of cashflow modelling software. Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms. Experience contributing to operational and strategic business initiatives. What's on Offer Opportunity to lead and develop an established technical team. Blend of leadership responsibilities and hands-on technical work. Strong support from senior leadership and wider business functions. Flexible and hybrid working arrangements. Professional development and career progression opportunities. Competitive salary and benefits package. Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business.
Jun 22, 2026
Full time
Technical Team Leader (Paraplanning) Location: Hybrid / Flexible Working Available Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Technical Team Leader to join a growing and highly respected financial planning business. This role is ideal for a senior paraplanner or existing team leader looking to take ownership of a high-performing technical team while remaining involved in complex financial planning work. You will play a key role in managing workflow, developing team capability, maintaining technical excellence, and driving continuous improvement across the paraplanning function. Working closely with senior leadership, compliance, operations, and advisers, you will help ensure the delivery of exceptional client outcomes and high-quality financial planning support. Key Responsibilities: Team Leadership & Development Lead, motivate, and develop a team of Paraplanners, Technical Specialists, and Apprentices. Conduct regular performance reviews, coaching sessions, and development planning. Support the ongoing professional growth and technical competence of team members. Promote a positive, collaborative, and high-performing team culture. Act as a mentor and technical resource for colleagues across the business. Workflow & Resource Management Manage the allocation and prioritisation of technical and paraplanning workloads. Ensure service levels, deadlines, and quality standards are consistently achieved. Monitor team capacity and resource planning to support business demands. Act as the primary escalation point for complex technical queries. Technical & Paraplanning Oversight Oversee the preparation and review of financial planning reports and recommendations. Ensure suitability reports are accurate, compliant, and aligned with client objectives. Review complex cases involving: Investments Pensions and retirement planning Protection Tax planning Inheritance Tax (IHT) Capital Gains Tax (CGT) Trust and estate planning considerations Support advisers with technical research, cashflow modelling, and solution design. Maintain involvement in paraplanning activities where required to support team workloads. Process Improvement & Strategic Contribution Identify and implement process improvements to enhance efficiency and service delivery. Maintain and develop technical templates, tools, and procedures. Collaborate with leadership, compliance, and operations teams on strategic initiatives. Contribute to the ongoing development of the firm's technical and client service proposition. Compliance & Quality Assurance Ensure all work produced meets regulatory requirements and internal quality standards. Maintain robust oversight of report quality and documentation standards. Stay up to date with industry developments, legislation, and regulatory changes. Support the delivery of excellent client outcomes through technical excellence and attention to detail. Management Information & Reporting Produce and analyse management information relating to team performance and workflow. Monitor key service metrics and identify opportunities for improvement. Provide regular updates and insights to senior management. Desirable Diploma in Financial Planning (Level 4) or equivalent. Experience in a Paraplanning Team Leader or Technical Manager role. Knowledge of cashflow modelling software. Experience using industry systems such as Intelligent Office, FE Analytics, Voyant, or similar platforms. Experience contributing to operational and strategic business initiatives. What's on Offer Opportunity to lead and develop an established technical team. Blend of leadership responsibilities and hands-on technical work. Strong support from senior leadership and wider business functions. Flexible and hybrid working arrangements. Professional development and career progression opportunities. Competitive salary and benefits package. Opportunity to influence business processes and strategic initiatives. This is an excellent opportunity for a technically strong paraplanning professional looking to step into, or further develop, a leadership position within a progressive and client-focused financial planning business.
This role works as part of the People & Culture team to deliver best-in-class service for Uber Boat by Thames Clippers. The Payroll & Benefits Manager will lead the end-to-end payroll and benefits process for our company of 500, this includes owning Zoho People (HRIS) lifecycle processes, partnering with line managers, suppliers, and key stakeholders to deliver operational excellence. The role combines hands-on execution of core processes with strategic oversight of continuous improvement initiatives that enhance efficiency, compliance, and employee experience. The role requires strong attention to detail, excellent organisational skills, and the ability to manage multiple priorities while working collaboratively with internal stakeholders. Experience: Experienced with compensation modelling tools & benchmarking platforms Proficiency with HRIS systems and demonstrable advanced Excel skills Well acquainted and experienced with HMRC auditing, legislative updates and regulations. Experience in devising compensation structures such as commission schemes, LTIPS and having been responsible for overseeing internal pension structures Seasoned expert with managing payroll processes ensuring timely and accurate payments and compliance with local regulations, working with external payroll provider Pay Escape. Credible background managing employee benefits, systems and ongoing coordination Strong technical capability and analytical skills with the ability to interpret data and present insights clearly A strong commercial acumen, with the ability to broker relationships for contract negotiations Knowledge of HMRC requirements and reward related regulations. Communication Skills Ability to translate complex compensation topics into clear, compelling narratives for employees and leadership. Proven ability to influence and build strong relationships at all levels of the organisation. Employee first mentality, with excellent problem-solving, analytical, and communication skills. Comfortable working in a fast-paced, evolving environment. Demonstrable experience in HR data and reporting, turning insights into action. Relevant experience managing employee lifecycle processes. Strong working knowledge of HR systems, payroll, benefits, and employment law compliance. Proven experience in payroll processing and governance. Demonstrated ability to improve processes and systems. Strong analytical, problem-solving, and communication skills. Key Responsibilities Partner closely with Business Scheduling, People & Culture and Finance teams to consolidate and validate payroll inputs. Review payroll outputs from Pay Escape, identifying discrepancies and coordinating with external providers to resolve issues. Maintain and enhance payroll processes to ensure accuracy, compliance, and timeliness Develop and maintain clear payroll documentation and controls (e.g. Confluence) Ensure compliance with statutory reporting requirements (e.g. P60s, P45s, PSA, STBV reporting) Perform data reconciliation and validation, strengthening controls and audit readiness Monitor regulatory and legislative changes across relevant jurisdictions Oversee HR systems (HRIS), payroll, and benefits, ensuring integration, compliance, and continuous improvement in line with business needs and ROI. Partner with the wider People & Culture team to streamline processes, improve employee experience, and drive automation and self-service. Ensure accuracy and compliance in payroll, pensions, GDPR, right-to-work, and employment law requirements. Generate and analyse HR data to provide insights, trends, and recommendations that inform strategic workforce decisions. Behavioural Competencies Communication Team player Stakeholder management Organisational skills Motivational skills Conflict resolution Time management Emotional intelligence Negotiation skills Adaptability Proactive Collaborative Location and travel Trinity Buoy Wharf (About a 10-minute walk from Canning Town Station or 3-minute ferry ride from North Greenwich) Working hours Hybrid, 40 hours per week. PERKS: We offer two pension scheme options: Salary Sacrifice Scheme: Scaled contributions with employer contributions up to 10% of gross salary Auto-Enrolment Scheme: Employee contribution of 5% with an employer contribution of 3% Free travel on all Uber Boats by Thames Clippers & employee ferry 25% off food and drinks on board or at Clipper Lounge, Embankment BUPA Cash Plan available from day one of employment Private Medical Insurance with BUPA Healthcare Employee Assistance Programme (EAP) providing confidential support Flexible working hours to support work-life balance Cycle to work scheme Season ticket loans
Jun 22, 2026
Full time
This role works as part of the People & Culture team to deliver best-in-class service for Uber Boat by Thames Clippers. The Payroll & Benefits Manager will lead the end-to-end payroll and benefits process for our company of 500, this includes owning Zoho People (HRIS) lifecycle processes, partnering with line managers, suppliers, and key stakeholders to deliver operational excellence. The role combines hands-on execution of core processes with strategic oversight of continuous improvement initiatives that enhance efficiency, compliance, and employee experience. The role requires strong attention to detail, excellent organisational skills, and the ability to manage multiple priorities while working collaboratively with internal stakeholders. Experience: Experienced with compensation modelling tools & benchmarking platforms Proficiency with HRIS systems and demonstrable advanced Excel skills Well acquainted and experienced with HMRC auditing, legislative updates and regulations. Experience in devising compensation structures such as commission schemes, LTIPS and having been responsible for overseeing internal pension structures Seasoned expert with managing payroll processes ensuring timely and accurate payments and compliance with local regulations, working with external payroll provider Pay Escape. Credible background managing employee benefits, systems and ongoing coordination Strong technical capability and analytical skills with the ability to interpret data and present insights clearly A strong commercial acumen, with the ability to broker relationships for contract negotiations Knowledge of HMRC requirements and reward related regulations. Communication Skills Ability to translate complex compensation topics into clear, compelling narratives for employees and leadership. Proven ability to influence and build strong relationships at all levels of the organisation. Employee first mentality, with excellent problem-solving, analytical, and communication skills. Comfortable working in a fast-paced, evolving environment. Demonstrable experience in HR data and reporting, turning insights into action. Relevant experience managing employee lifecycle processes. Strong working knowledge of HR systems, payroll, benefits, and employment law compliance. Proven experience in payroll processing and governance. Demonstrated ability to improve processes and systems. Strong analytical, problem-solving, and communication skills. Key Responsibilities Partner closely with Business Scheduling, People & Culture and Finance teams to consolidate and validate payroll inputs. Review payroll outputs from Pay Escape, identifying discrepancies and coordinating with external providers to resolve issues. Maintain and enhance payroll processes to ensure accuracy, compliance, and timeliness Develop and maintain clear payroll documentation and controls (e.g. Confluence) Ensure compliance with statutory reporting requirements (e.g. P60s, P45s, PSA, STBV reporting) Perform data reconciliation and validation, strengthening controls and audit readiness Monitor regulatory and legislative changes across relevant jurisdictions Oversee HR systems (HRIS), payroll, and benefits, ensuring integration, compliance, and continuous improvement in line with business needs and ROI. Partner with the wider People & Culture team to streamline processes, improve employee experience, and drive automation and self-service. Ensure accuracy and compliance in payroll, pensions, GDPR, right-to-work, and employment law requirements. Generate and analyse HR data to provide insights, trends, and recommendations that inform strategic workforce decisions. Behavioural Competencies Communication Team player Stakeholder management Organisational skills Motivational skills Conflict resolution Time management Emotional intelligence Negotiation skills Adaptability Proactive Collaborative Location and travel Trinity Buoy Wharf (About a 10-minute walk from Canning Town Station or 3-minute ferry ride from North Greenwich) Working hours Hybrid, 40 hours per week. PERKS: We offer two pension scheme options: Salary Sacrifice Scheme: Scaled contributions with employer contributions up to 10% of gross salary Auto-Enrolment Scheme: Employee contribution of 5% with an employer contribution of 3% Free travel on all Uber Boats by Thames Clippers & employee ferry 25% off food and drinks on board or at Clipper Lounge, Embankment BUPA Cash Plan available from day one of employment Private Medical Insurance with BUPA Healthcare Employee Assistance Programme (EAP) providing confidential support Flexible working hours to support work-life balance Cycle to work scheme Season ticket loans
Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details
Jun 21, 2026
Full time
Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details
Deputy Administration Manager Location: Perth Job Type: Permanent, Full Time Salary: 42,000 - 48,000 Are you an experienced pensions professional ready to step into a leadership role? We're partnering with a leading professional pensions services organisation to recruit a Deputy Administration Manager to join their growing team in Perth. This is an excellent opportunity to take the next step in your career, combining technical expertise with people management in a highly collaborative and client-focused environment. The Role As Deputy Administration Manager, you will support the delivery of high-quality pension administration services across a portfolio of schemes. You'll play a key role in overseeing workloads, ensuring regulatory compliance, and developing team capability while maintaining strong client relationships. Key Responsibilities Oversee delivery of annual and ad-hoc pension scheme projects (e.g. renewals, benefit statements, pension increases) Monitor team performance, SLAs, and accuracy, taking action to ensure targets are achieved Review work produced by less experienced team members to maintain quality standards Support appraisals, mentoring, and regular performance check-ins Manage workflow and day-to-day team activity to ensure efficient service delivery Build and maintain strong client relationships, ensuring a high standard of service Prepare and review administration billing Maintain accurate internal systems, reporting, and compliance logs Deputise for the Administration Manager where required About You Essential: Strong experience in pensions administration, particularly Defined Benefit (DB) schemes Solid knowledge of pensions legislation and regulatory requirements Experience supervising or managing team workflows and performance Excellent communication and client relationship skills Strong IT skills (Microsoft Office suite) Good numerical and analytical ability Desirable: Experience within a third-party pensions administration environment Exposure to client presentations or trustee meetings Commercial awareness and business understanding Qualifications: GCSE Maths & English (or equivalent) at Grade B/6 or above Progress towards a professional pensions qualification (e.g. CPC, QPA, APMI) is advantageous What's in It for You? Competitive salary with annual discretionary bonus 25 days holiday with buy/sell flexibility Generous pension contribution and life assurance Private healthcare options and wellbeing support (including digital GP) Flexible benefits platform and retail discounts Paid volunteering days Clear progression and professional development opportunities If you're looking to progress your career within a forward-thinking and supportive environment, we'd love to hear from you. For a confidential discussion, please contact: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 21, 2026
Full time
Deputy Administration Manager Location: Perth Job Type: Permanent, Full Time Salary: 42,000 - 48,000 Are you an experienced pensions professional ready to step into a leadership role? We're partnering with a leading professional pensions services organisation to recruit a Deputy Administration Manager to join their growing team in Perth. This is an excellent opportunity to take the next step in your career, combining technical expertise with people management in a highly collaborative and client-focused environment. The Role As Deputy Administration Manager, you will support the delivery of high-quality pension administration services across a portfolio of schemes. You'll play a key role in overseeing workloads, ensuring regulatory compliance, and developing team capability while maintaining strong client relationships. Key Responsibilities Oversee delivery of annual and ad-hoc pension scheme projects (e.g. renewals, benefit statements, pension increases) Monitor team performance, SLAs, and accuracy, taking action to ensure targets are achieved Review work produced by less experienced team members to maintain quality standards Support appraisals, mentoring, and regular performance check-ins Manage workflow and day-to-day team activity to ensure efficient service delivery Build and maintain strong client relationships, ensuring a high standard of service Prepare and review administration billing Maintain accurate internal systems, reporting, and compliance logs Deputise for the Administration Manager where required About You Essential: Strong experience in pensions administration, particularly Defined Benefit (DB) schemes Solid knowledge of pensions legislation and regulatory requirements Experience supervising or managing team workflows and performance Excellent communication and client relationship skills Strong IT skills (Microsoft Office suite) Good numerical and analytical ability Desirable: Experience within a third-party pensions administration environment Exposure to client presentations or trustee meetings Commercial awareness and business understanding Qualifications: GCSE Maths & English (or equivalent) at Grade B/6 or above Progress towards a professional pensions qualification (e.g. CPC, QPA, APMI) is advantageous What's in It for You? Competitive salary with annual discretionary bonus 25 days holiday with buy/sell flexibility Generous pension contribution and life assurance Private healthcare options and wellbeing support (including digital GP) Flexible benefits platform and retail discounts Paid volunteering days Clear progression and professional development opportunities If you're looking to progress your career within a forward-thinking and supportive environment, we'd love to hear from you. For a confidential discussion, please contact: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our Redhill office working hybrid. In this role, you will play a vital role in mentoring and checking the work of the Junior Pensions Administrators. The Role Working within an administration team, servicing both member and client queries in relation to DC pension schemes. In conjunction with the Team Leader, ensure that all service level agreements and performance standards are achieved. Deputise in the absence of the Team Leader. Be a senior point of reference on technical issues and non-standard cases. Check and challenge work performed by less experienced associates and make sure that the requested work has been undertaken. Train, support and mentor junior associates and hold regular feedback sessions. Assist in more complex/project work when required including complaints . Continuously seek to identify areas where the service to clients /members could be improved and communicate findings to Team Leader. Ensure that targets and deadlines are met. What you'll bring Experience of administrating occupational pension schemes especially DC pension schemes Experience of coaching and supporting less experienced associates. Excellent interpersonal skills to include good written and verbal communication. Good time management skills and the ability to organise and prioritise own workload. Able to work to a high level of accuracy. Customer and quality focused. Computer literate. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
Jun 20, 2026
Full time
Join us as a Senior Pensions Administrator within our Outsourcing line of business based out of our Redhill office working hybrid. In this role, you will play a vital role in mentoring and checking the work of the Junior Pensions Administrators. The Role Working within an administration team, servicing both member and client queries in relation to DC pension schemes. In conjunction with the Team Leader, ensure that all service level agreements and performance standards are achieved. Deputise in the absence of the Team Leader. Be a senior point of reference on technical issues and non-standard cases. Check and challenge work performed by less experienced associates and make sure that the requested work has been undertaken. Train, support and mentor junior associates and hold regular feedback sessions. Assist in more complex/project work when required including complaints . Continuously seek to identify areas where the service to clients /members could be improved and communicate findings to Team Leader. Ensure that targets and deadlines are met. What you'll bring Experience of administrating occupational pension schemes especially DC pension schemes Experience of coaching and supporting less experienced associates. Excellent interpersonal skills to include good written and verbal communication. Good time management skills and the ability to organise and prioritise own workload. Able to work to a high level of accuracy. Customer and quality focused. Computer literate. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
