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.
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-
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.
Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements. This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects. Key Duties & Responsibilities: Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes Assisting with the preparation of suitability reports, investment proposals, and client recommendations Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies Monitoring outstanding actions and proactively following up to ensure timely completion Supporting regulatory, compliance, and audit requirements as required Skills & Experience Required: Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts Experience supporting high-net-worth and affluent clients Strong knowledge of investment administration processes and client servicing standards Strong organisational skills with the ability to manage competing priorities effectively High level of accuracy and attention to detail Confident communicator with excellent interpersonal skills
Jun 20, 2026
Full time
Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements. This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects. Key Duties & Responsibilities: Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes Assisting with the preparation of suitability reports, investment proposals, and client recommendations Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies Monitoring outstanding actions and proactively following up to ensure timely completion Supporting regulatory, compliance, and audit requirements as required Skills & Experience Required: Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts Experience supporting high-net-worth and affluent clients Strong knowledge of investment administration processes and client servicing standards Strong organisational skills with the ability to manage competing priorities effectively High level of accuracy and attention to detail Confident communicator with excellent interpersonal skills
Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Compliance Consultant: Complete scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Produce compliance monitoring review reports for Senior Management. Follow-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Maintain a close working relationship with other departments, particularly the Advised Sales Force, Guidance team, Legal, Investment Operations, Pensions Administration, Operations Control and HR teams. Manage the internal Complaints and Breaches mailbox ensuring all notifications are logged accordingly and escalated and dealt with in a timely manner. Log and track all firm breaches, ensuring that each breach is documented accurately, escalated, and investigated in line with company procedures. Perform thorough investigations into breaches, identifying the causes and potential impact on the business. Work closely with relevant teams to implement corrective actions and prevent similar breaches from occurring in the future. Ensure appropriate compensation is calculated and applied where the issue has caused a monetary loss to an individual Assist the Compliance Manager in creating a supportive culture based on continuous improvement & implementing Compliance throughout the business. Ensure all regulatory requirements are adhered to in the course of carrying out daily activities. Investigate and finalise complaints appropriately and in accordance with FCA DISP regulations. Conduct effective root cause analysis and identify root cause corrective action Identify trends, look at root cause of issues and ensure recommendations in place to improve business processes. Make recommendations to improve processes to the business and ensure implementation. Co-ordinate FCA Reporting, including: liaising with the business to provide information on what is required for FCA reporting and timely reminders to ensure all filing is completed within regulator timeframes. Collate all relevant compliance regulatory information and upload to My FCA in preparation for the Compliance Manager's assessment. Maintain the internal Certificated Function register accurately to ensure governance, oversight, and MI reporting. Ensure all certificated regime employees have a valid Statement of Professional Standing (SPS). Produce regulated references as required. Produce MI for the monthly compliance board report. Keep up to date on changing industry legislation that impacts the business. Complete Ad-hoc project work as required to meet business needs. Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles. Key Skills and Experience of a Compliance Consultant: Experience in the Financial Service industry ideally with a pension and/or investment focus Ability to understand and navigate the FCA handbook Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and confidential Proficient in the use of MS Office and Intelligent Office Able to work to deadlines with proven time management skills Strong organisational and problem-solving skills, and ability to adopt a logical approach Thorough approach to work, with excellent attention to detail Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally If you are interested in this position as a Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Jun 20, 2026
Full time
Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Compliance Consultant: Complete scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Produce compliance monitoring review reports for Senior Management. Follow-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Maintain a close working relationship with other departments, particularly the Advised Sales Force, Guidance team, Legal, Investment Operations, Pensions Administration, Operations Control and HR teams. Manage the internal Complaints and Breaches mailbox ensuring all notifications are logged accordingly and escalated and dealt with in a timely manner. Log and track all firm breaches, ensuring that each breach is documented accurately, escalated, and investigated in line with company procedures. Perform thorough investigations into breaches, identifying the causes and potential impact on the business. Work closely with relevant teams to implement corrective actions and prevent similar breaches from occurring in the future. Ensure appropriate compensation is calculated and applied where the issue has caused a monetary loss to an individual Assist the Compliance Manager in creating a supportive culture based on continuous improvement & implementing Compliance throughout the business. Ensure all regulatory requirements are adhered to in the course of carrying out daily activities. Investigate and finalise complaints appropriately and in accordance with FCA DISP regulations. Conduct effective root cause analysis and identify root cause corrective action Identify trends, look at root cause of issues and ensure recommendations in place to improve business processes. Make recommendations to improve processes to the business and ensure implementation. Co-ordinate FCA Reporting, including: liaising with the business to provide information on what is required for FCA reporting and timely reminders to ensure all filing is completed within regulator timeframes. Collate all relevant compliance regulatory information and upload to My FCA in preparation for the Compliance Manager's assessment. Maintain the internal Certificated Function register accurately to ensure governance, oversight, and MI reporting. Ensure all certificated regime employees have a valid Statement of Professional Standing (SPS). Produce regulated references as required. Produce MI for the monthly compliance board report. Keep up to date on changing industry legislation that impacts the business. Complete Ad-hoc project work as required to meet business needs. Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles. Key Skills and Experience of a Compliance Consultant: Experience in the Financial Service industry ideally with a pension and/or investment focus Ability to understand and navigate the FCA handbook Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and confidential Proficient in the use of MS Office and Intelligent Office Able to work to deadlines with proven time management skills Strong organisational and problem-solving skills, and ability to adopt a logical approach Thorough approach to work, with excellent attention to detail Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally If you are interested in this position as a Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jun 18, 2026
Full time
Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Management Accountant / Finance Manager Salisbury Full-Time Competitive Salary + Benefits The Opportunity We are recruiting on behalf of a substantial privately owned organisation with a diverse portfolio of property, tourism, commercial and rural business interests. This is a rare opportunity for an experienced finance professional to take ownership of a broad and varied finance function within a well-established and highly respected organisation. Reporting to senior leadership and managing an experienced team of four, you will play a key role in ensuring robust financial management, supporting strategic decision-making and driving continuous improvement across the business. This is very much a hands-on role. We are looking for someone who enjoys being part of a team, is happy to roll up their sleeves when required, and thrives in a busy, fast-paced environment where priorities can shift with the demands of the business. The Role Key responsibilities will include: Leading, supporting and developing an established finance team. Overseeing the day-to-day financial management of multiple entities. Preparing management accounts, budgets, forecasts and cashflow projections. Monitoring financial performance and providing insightful analysis and reporting. Managing statutory reporting, audits, VAT, payroll, pensions and regulatory compliance. Maintaining strong relationships with banks, auditors, investment managers and professional advisers. Supporting senior leadership with commercial insight and financial planning. Overseeing finance systems, controls and process improvements. About You You will be an experienced finance professional who combines strong technical expertise with a practical, collaborative approach, ACCA or CIMA qualified; or Qualified by Experience (QBE) with a demonstrable track record in a senior finance role. You will also bring: Proven experience of management accounting, budgeting, forecasting and cashflow management. Strong technical understanding of financial controls, compliance and reporting. Experience leading and motivating a finance team. Excellent communication and stakeholder management skills. A proactive, solutions-focused mindset. Strong organisational skills and the ability to manage multiple priorities. Good systems awareness and an interest in improving processes and efficiencies. Most importantly, you will be a committed team player who enjoys working closely with colleagues, takes ownership of your responsibilities and is willing to get involved wherever needed to support the wider business. The Person This role will suit someone who is looking for more than a traditional finance position. It offers genuine variety, responsibility and influence within a dynamic organisation where no two days are quite the same. You will be office-based by design, working closely with colleagues and becoming an integral part of the senior team. In return, you will enjoy a rewarding and long-term opportunity with real scope to make a meaningful impact. For an experienced accountant seeking a broad leadership role in a unique and fast-moving environment, this is an exceptional opportunity please contact Louise Howard on (phone number removed) for a confidential discussion.
Jun 18, 2026
Full time
Management Accountant / Finance Manager Salisbury Full-Time Competitive Salary + Benefits The Opportunity We are recruiting on behalf of a substantial privately owned organisation with a diverse portfolio of property, tourism, commercial and rural business interests. This is a rare opportunity for an experienced finance professional to take ownership of a broad and varied finance function within a well-established and highly respected organisation. Reporting to senior leadership and managing an experienced team of four, you will play a key role in ensuring robust financial management, supporting strategic decision-making and driving continuous improvement across the business. This is very much a hands-on role. We are looking for someone who enjoys being part of a team, is happy to roll up their sleeves when required, and thrives in a busy, fast-paced environment where priorities can shift with the demands of the business. The Role Key responsibilities will include: Leading, supporting and developing an established finance team. Overseeing the day-to-day financial management of multiple entities. Preparing management accounts, budgets, forecasts and cashflow projections. Monitoring financial performance and providing insightful analysis and reporting. Managing statutory reporting, audits, VAT, payroll, pensions and regulatory compliance. Maintaining strong relationships with banks, auditors, investment managers and professional advisers. Supporting senior leadership with commercial insight and financial planning. Overseeing finance systems, controls and process improvements. About You You will be an experienced finance professional who combines strong technical expertise with a practical, collaborative approach, ACCA or CIMA qualified; or Qualified by Experience (QBE) with a demonstrable track record in a senior finance role. You will also bring: Proven experience of management accounting, budgeting, forecasting and cashflow management. Strong technical understanding of financial controls, compliance and reporting. Experience leading and motivating a finance team. Excellent communication and stakeholder management skills. A proactive, solutions-focused mindset. Strong organisational skills and the ability to manage multiple priorities. Good systems awareness and an interest in improving processes and efficiencies. Most importantly, you will be a committed team player who enjoys working closely with colleagues, takes ownership of your responsibilities and is willing to get involved wherever needed to support the wider business. The Person This role will suit someone who is looking for more than a traditional finance position. It offers genuine variety, responsibility and influence within a dynamic organisation where no two days are quite the same. You will be office-based by design, working closely with colleagues and becoming an integral part of the senior team. In return, you will enjoy a rewarding and long-term opportunity with real scope to make a meaningful impact. For an experienced accountant seeking a broad leadership role in a unique and fast-moving environment, this is an exceptional opportunity please contact Louise Howard on (phone number removed) for a confidential discussion.
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Oct 07, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Job title: Finance Manager Location: Derby As Finance Manager you will oversee the daily running of the Finance office, maintain the income schedule, cashflow management, VAT return, oversee payroll and pensions, prepare the monthly and quarterly Management Accounts, and assist the Senior Leadership Team (SLT) with bids and financial analysis. Duties will include: Production of management accounts Line Management of Finance Assistants Maintaining the Income schedule and raising of Income invoices Preparation and reconciliation of journals Reconciliation of bank, balance sheet, and partnership accounts Prepare and submit quarterly VAT return Support with Budget and Forecasts Cashflow analysis and investment of excess funds Oversee monthly payroll Oversee the annual audit process Deal with HMRC, Charities Commission and Companies house Support SLT with financial analysis, strategy advice, and bids Skills and experience: Previous experience in a similar position is essential (5+ years) Experience is key, but qualifications desirable Strong IT skills, including MS office products, and particularly Excel Good experience of payroll, salary sacrifice, and pensions Experience of financial and management reporting and budgeting Experience of managing a team Excellent communication skills Your rewards: Salary 45,000 Flexible hybrid working
Oct 07, 2025
Full time
Job title: Finance Manager Location: Derby As Finance Manager you will oversee the daily running of the Finance office, maintain the income schedule, cashflow management, VAT return, oversee payroll and pensions, prepare the monthly and quarterly Management Accounts, and assist the Senior Leadership Team (SLT) with bids and financial analysis. Duties will include: Production of management accounts Line Management of Finance Assistants Maintaining the Income schedule and raising of Income invoices Preparation and reconciliation of journals Reconciliation of bank, balance sheet, and partnership accounts Prepare and submit quarterly VAT return Support with Budget and Forecasts Cashflow analysis and investment of excess funds Oversee monthly payroll Oversee the annual audit process Deal with HMRC, Charities Commission and Companies house Support SLT with financial analysis, strategy advice, and bids Skills and experience: Previous experience in a similar position is essential (5+ years) Experience is key, but qualifications desirable Strong IT skills, including MS office products, and particularly Excel Good experience of payroll, salary sacrifice, and pensions Experience of financial and management reporting and budgeting Experience of managing a team Excellent communication skills Your rewards: Salary 45,000 Flexible hybrid working
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Oct 02, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Finance Manager Charity Your new company Hays Accountancy and Finance are recruiting for a Northern Ireland-born charity for the immediate appointment of a Finance Manager. Your new role To lead and manage the charity's financial operations, ensuring robust financial planning, compliance, and reporting. The Finance Manager supports strategic decision-making and contributes to the overall effectiveness and sustainability of the organisation. Key Responsibilities: Financial Management Prepare monthly management accounts and variance analysis. Lead annual budgeting and forecasting processes. Produce statutory financial statements and liaise with auditors. Oversee payroll, pensions, and financial returns to HMRC, Charity Commission, and Companies House. Manage cash flow, credit control, and bank reconciliations. Maintain and improve financial systems and procedures. Strategic Support Provide financial insights to support strategic planning and funding applications. Work with fundraising and operational teams to cost projects and monitor spend. Support the CEO and Trustees with investment policy and financial risk analysis. Compliance & Governance Ensure compliance with charity SORP, GDPR, and financial regulations. Maintain up-to-date financial policies and procedures. Lead on internal audits and financial controls. Team Leadership Line manage finance staff and oversee their development. Collaborate with senior leadership and contribute to organisational planning. Person Specification:Essential Qualifications & Experience Professional accounting qualification (ACCA, ACA, CIMA). Minimum 3-5 years' experience in financial management. Experience in charity finance and statutory reporting. Strong understanding of budgeting, forecasting, and financial analysis. Skills & Competencies Excellent communication and interpersonal skills. High proficiency in Excel and accounting software (e.g., Sage). Ability to explain financial information to non-financial colleagues. Strong organisational and time management skills. Proactive, solution-focused, and able to work independently. Desirable Experience in a small charity or voluntary sector. Knowledge of charity SORP and fundraising finance. Experience with HR or GDPR compliance. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now ON and ask for Elaine 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. #
Sep 25, 2025
Seasonal
Finance Manager Charity Your new company Hays Accountancy and Finance are recruiting for a Northern Ireland-born charity for the immediate appointment of a Finance Manager. Your new role To lead and manage the charity's financial operations, ensuring robust financial planning, compliance, and reporting. The Finance Manager supports strategic decision-making and contributes to the overall effectiveness and sustainability of the organisation. Key Responsibilities: Financial Management Prepare monthly management accounts and variance analysis. Lead annual budgeting and forecasting processes. Produce statutory financial statements and liaise with auditors. Oversee payroll, pensions, and financial returns to HMRC, Charity Commission, and Companies House. Manage cash flow, credit control, and bank reconciliations. Maintain and improve financial systems and procedures. Strategic Support Provide financial insights to support strategic planning and funding applications. Work with fundraising and operational teams to cost projects and monitor spend. Support the CEO and Trustees with investment policy and financial risk analysis. Compliance & Governance Ensure compliance with charity SORP, GDPR, and financial regulations. Maintain up-to-date financial policies and procedures. Lead on internal audits and financial controls. Team Leadership Line manage finance staff and oversee their development. Collaborate with senior leadership and contribute to organisational planning. Person Specification:Essential Qualifications & Experience Professional accounting qualification (ACCA, ACA, CIMA). Minimum 3-5 years' experience in financial management. Experience in charity finance and statutory reporting. Strong understanding of budgeting, forecasting, and financial analysis. Skills & Competencies Excellent communication and interpersonal skills. High proficiency in Excel and accounting software (e.g., Sage). Ability to explain financial information to non-financial colleagues. Strong organisational and time management skills. Proactive, solution-focused, and able to work independently. Desirable Experience in a small charity or voluntary sector. Knowledge of charity SORP and fundraising finance. Experience with HR or GDPR compliance. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now ON and ask for Elaine 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. #
ACCA, ACA, CIMA Your new company Hays Accountancy & Finance are currently recruiting for an experienced Interim Finance Manager to join a well-established charity based in Belfast. This is a key leadership role, responsible for overseeing all aspects of financial management, compliance, and reporting, while supporting strategic decision-making across the organisation. Your new role Preparation of monthly management accounts and variance analysis.Leading budgeting and forecasting processes.Producing statutory financial statements and managing audit processes.Overseeing payroll, pensions, and statutory returns.Managing cash flow, bank reconciliations, and financial controls.Enhancing financial systems and procedures.Providing financial insights to support strategic planning and funding bids.Collaborating with operational teams to cost projects and monitor expenditure.Advising senior leadership on financial risk and investment policy.Ensuring compliance with charity SORP, GDPR, and financial regulations.Maintaining financial policies and procedures.Leading internal audits and strengthening financial governance.Managing finance staff and supporting their development.Working closely with senior management and contributing to organisational planning. What you'll need to succeed Professional accounting qualification (ACCA, ACA, CIMA).3-5 years' experience in financial management.Strong understanding of charity finance and statutory reporting.Ideally experience in the voluntary or charity sector, or familiarity with charity SORP and fundraising finance. What you'll get in return Flexible working options available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
Sep 25, 2025
Seasonal
ACCA, ACA, CIMA Your new company Hays Accountancy & Finance are currently recruiting for an experienced Interim Finance Manager to join a well-established charity based in Belfast. This is a key leadership role, responsible for overseeing all aspects of financial management, compliance, and reporting, while supporting strategic decision-making across the organisation. Your new role Preparation of monthly management accounts and variance analysis.Leading budgeting and forecasting processes.Producing statutory financial statements and managing audit processes.Overseeing payroll, pensions, and statutory returns.Managing cash flow, bank reconciliations, and financial controls.Enhancing financial systems and procedures.Providing financial insights to support strategic planning and funding bids.Collaborating with operational teams to cost projects and monitor expenditure.Advising senior leadership on financial risk and investment policy.Ensuring compliance with charity SORP, GDPR, and financial regulations.Maintaining financial policies and procedures.Leading internal audits and strengthening financial governance.Managing finance staff and supporting their development.Working closely with senior management and contributing to organisational planning. What you'll need to succeed Professional accounting qualification (ACCA, ACA, CIMA).3-5 years' experience in financial management.Strong understanding of charity finance and statutory reporting.Ideally experience in the voluntary or charity sector, or familiarity with charity SORP and fundraising finance. What you'll get in return Flexible working options available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. #
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Sep 23, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
Sep 23, 2025
Full time
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions Administration experience and/or qualifications, you may be currently working in a Pensions Admin role and be seeking the opportunity to join a company who can offer a fresh challenge and career development along with being part of a stable and successful organisation. We are recognised in the Financial Services sector for both company and individual pension schemes and have continued to recruit successfully throughout 2024 and 2025. With over 40 years worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing administration and telephone support regarding a range of pension schemes. We are seeking candidates with a passion for working within financial services and excellent relationship management skills. Working 37.5 hours per week, Mon-Fri, we can offer a competitive salary of £30 to £40k (depending on experience and qualifications), 25 days holiday, life cover, private healthcare and a company pension. We are a growing business and therefore can offer excellent career opportunities. As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant to provide reports, illustrations and a dedicated client service. Duties to include: Liaising with the new business department and technical teams to ensure application information is accurate and complete Establishing new pension schemes in a timely and accurate manner Maintaining and recording client data and transactions Opening and operating client assets Corresponding with client s/IFA s and Investment Managers to deliver the highest level of service in a prompt and professional approach Processing benefit crystallisation events, calculations and process payroll HMRC reporting Updating and maintaining database records Generate standard correspondence with the help of your administrative assistants Completing reports and checking of third party information and due diligence Maintaining schedule of dates to process all administrative duties Logging copies of all correspondence with the help of your administrative assistants Supporting pension consultant and attending client meetings as required To be considered for the Pension Administrator role, you will have existing pensions admin experience and you will also possess excellent PC Skills and enjoy working as part of a busy team. We can offer study support if desired to gain CF qualifications. In return we can offer the opportunity to work for a well-established organisation with an excellent salary and benefits, with opportunities to progress and undertake further studies to progress your career if desired. In return you will receive a salary of £30K to £40K, plus excellent benefits working within a fantastic organisation who are highly respected in their field. Please submit your CV for immediate consideration.
