81 jobs found

We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

This is an exciting opportunity for a Corporate Tax Compliance Manager to join a leading professional services firm in Bristol. The role focuses on managing corporate tax compliance processes and providing expert advice to a diverse client base. Client Details Our client is a developing, specialist tax advisory firm with a strong reputation for delivering high quality, commercially focused advice to a diverse portfolio of clients. Operating nationally, they work closely with professional advisers, corporate companies and private equity-backed businesses, combining technical expertise with a modern, relationship first approach to client service. What sets them apart is their collaborative and entrepreneurial culture, where individuals are encouraged to build meaningful relationships, contribute to strategic growth and take ownership of their impact. With direct access to senior decision makers and a clear focus on innovation and progression, this is an excellent opportunity to join a firm where your contribution will be visible, valued and rewarded. Description Core Responsibilities: Oversee and manage corporate tax compliance processes for a portfolio of clients. Provide technical tax advice and support to clients on a range of compliance matters. Ensure timely and accurate submission of tax returns and related documentation. Identify opportunities for tax planning and risk mitigation for clients. Collaborate with internal teams to deliver comprehensive client solutions. Keep up to date with changes in tax legislation and communicate their impact to clients. Support the training and development of junior team members. Maintain and develop strong client relationships to ensure satisfaction and retention. Profile A successful Corporate Tax Compliance Manager should have: A professional qualification in tax or accountancy (e.g., CTA, ACA, or ACCA). Strong technical knowledge of UK corporate tax compliance and legislation. Experience managing a portfolio of clients within the professional services industry. Excellent analytical and problem-solving skills. Strong communication skills to liaise effectively with clients and colleagues. Attention to detail and the ability to manage deadlines effectively. Job Offer Financial Details and Benefits: Competitive salary ranging from £60,000 to £75,000, depending on experience. Performance-related bonus to reward your achievements. All-employee share reward scheme (profit share). Flexible working arrangements to support work-life balance. Pension scheme and private medical cover. Life assurance and a generous benefits package. Potential for additional voluntary benefits. Applications are being invited from experienced tax managers looking to move into a role with high client facing responsibilities and a passion for compliance. For an informal discussion please contact Sally Mason on

Are you an experienced Employee Relations specialist looking for a role where you can genuinely influence organisational outcomes and act as the go-to expert on complex employment matters? We are seeking a Senior Manager - Employee Relations to join a large, multi-site organisation operating within a regulated environment. This is an excellent opportunity for a highly credible ER professional who enjoys managing complex casework, partnering with senior stakeholders, and working closely with employment lawyers to mitigate risk and drive fair outcomes. The Role As the senior escalation point for employee relations matters, you will lead on a diverse portfolio of complex and sensitive cases, providing expert guidance to senior leaders and HR colleagues. You will play a critical role in ensuring employment practices are legally compliant, commercially sound, and aligned to organisational values. Key responsibilities include: Managing complex disciplinary, grievance, capability, absence and workplace conflict cases. Acting as the senior escalation point for high-risk and sensitive employee relations matters. Providing expert employment law advice to senior stakeholders. Working closely with external legal advisers on day-to-day case management and risk assessment. Supporting investigations, hearings and appeals. Coaching managers and HR teams on best practice employee relations management. Identifying trends and recommending proactive interventions and improvements. Contributing to policy development and wider people strategy initiatives. About You We are looking for an experienced employee relations professional with: Extensive experience managing complex and high-volume ER casework. Strong knowledge of UK employment law and its practical application. Experience working directly with employment solicitors and legal advisers. A proven ability to influence and challenge senior stakeholders. Excellent judgement, resilience and problem-solving skills. The ability to manage multiple priorities in a fast-paced environment. Experience within education, the NHS, local government, housing, or another regulated public-sector environment would be highly advantageous, although candidates from similarly complex organisations will also be considered. What's on Offer? A visible and impactful leadership role. The opportunity to work on challenging and meaningful employee relations matters. A collaborative and supportive people team environment. Excellent professional development opportunities. If you are a confident Employee Relations leader who thrives on navigating complex employment challenges and building strong stakeholder relationships, we would love to hear from you. McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Are you a seasoned HR professional eager to make a real impact in a dynamic, growing company? This is an exciting opportunity to join a fast-growing distribution business near Fareham that is investing heavily in its People function. The organisation offers a supportive and innovative environment focused on employee engagement and professional development. You'll enjoy a flexible hybrid working model, a competitive salary and a comprehensive benefits package, all while helping to shape a vibrant, high-performing workplace culture. What will the Senior People Advisor role involve? Developing and delivering HR initiatives, including organising workshops and training programmes, and providing guidance to managers to support employee growth and development Acting as a trusted HR adviser to managers, offering coaching and policy guidance to ensure consistent and fair people management practices Managing a variety of employee relations casework, including disciplinaries, grievances and absence management, ensuring fair and compliant outcomes in line with UK employment law Contributing to strategic HR projects, including leadership development, recruitment campaigns, onboarding improvements and performance management initiatives Supporting organisational development through the design of effective structures, clear role definitions and career pathways that support business growth and employee progression Suitable Candidate for the Senior People Advisor vacancy: CIPD Level 5 qualified, or equivalent, with a strong background in managing complex HR casework and excellent knowledge of current UK employment legislation Exceptional communication and interpersonal skills, with the ability to build trusted relationships and influence stakeholders at all levels Proactive and innovative mindset, with enthusiasm for HR project work and a solution-focused approach to challenges Strong commercial awareness and an understanding of how effective HR practices support wider business objectives Collaborative working style, adaptable to change and committed to continuous improvement within the People function Additional benefits and information: Salary £40,000 - £46,000 Salary dependent on experience Generous holiday allowance, including additional leave for long service Hybrid working options and flexibility around working hours Enhanced family-friendly policies Company pension scheme Access to an Employee Assistance Programme Opportunities for career development and progression within a growing organisation How to Apply: If you re excited by this opportunity and have the HR expertise and passion to drive positive change, we d love to hear from you. Please submit your CV and a brief cover letter outlining your relevant experience. CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and does not discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst all applications are considered, regrettably, it may not be possible to respond individually to all applications received.

Join a leading accountancy firm in Fareham as a Payroll Administrator Are you interested in working for a rapidly evolving company? Do you want a career where no two days are the same? Our client offers a dynamic environment with excellent learning and development support. About the Role: Our client is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. They are a top ten accountancy firm in the UK and the largest SME practice. This role ensures the accurate and timely delivery of client payrolls, general administrative duties, and collaborative work within the payroll hub. You will communicate effectively with clients, offices, HMRC, and third-party providers, staying up-to-date with payroll legislation and industry changes. Key Responsibilities: Ensure accurate and timely delivery of client payrolls. Input data, run audit and validation checks, and interface data to General Ledger and Pensions systems. Monitor SSP, SMP, and other statutory payments. Process accurate and timely year-end reporting. Manage payroll changes to time and attendance systems (BMS). Administer end-to-end payroll processes and auto enrolment compliance. Answer payroll-related enquiries and act as a trusted advisor. Provide first-line support for pay queries. Peer check payrolls. Undertake general administrative duties and work collaboratively within the payroll hub. Develop relationships with clients and communicate effectively with wider offices, HMRC, and third-party providers. Stay updated with payroll legislation and industry changes through independent research. Skills & Experience: Previous payroll administration experience (minimum one year in a busy service-driven environment, preferably within a bureau). End-to-end payroll processing experience, including pensions, benefits, and statutory payments. High accuracy and attention to detail in both manual and systems-based work. Ability to coordinate, prioritise, and multitask with minimal supervision. Strong customer-focused approach, handling queries by telephone and email. Adaptability to a highly changeable environment. Excellent verbal and written communication skills. Ability to work under pressure and meet tight deadlines. Knowledge of payroll legislation, processing, and auto enrolment regulations. Ability to manually calculate payroll. Our client values personal attributes that make employees authentic in the marketplace. They seek individuals who can collaborate with peers, bring their own voice to the table, and respect others' opinions. They want someone who is dynamic, more than just a team member, and ready to join a family of like-minded individuals. If this sounds like the opportunity you are looking for, please apply now or contact Lorna Pilling directly on for a confidential discussion about this role and other potential opportunities. Please Note: All applicants must have the right to work in the UK, as sponsorship for overseas employees cannot be provided for this role.

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri

Employment Tax Senior Manager/Associate Director Your new company Join a leading global network of audit, tax and consulting professionals, renowned for supporting mid-market businesses to grow and succeed. With ambitious growth plans and a clear vision to be the go-to adviser in this space, this is a firm that empowers its people to make a real impact. You'll be part of a collaborative, forward-thinking environment where innovation and development are genuinely encouraged. Your new role As an Employment Tax Senior Manager/Associate Director, you'll play a key role within a highly respected national employer solutions team. Working alongside a network of specialists, you'll advise a diverse portfolio of clients ranging from large corporates to fast-growing businesses. You'll be delivering practical, high-quality employment tax solutions across areas such as risk and governance, off-payroll working, and employee reward. Alongside client delivery, you'll help shape the team by mentoring and developing colleagues, contributing to a culture built on collaboration, inclusion, and excellence. What you'll need to succeed Strong experience in employment tax, ideally with exposure to global mobility CTA qualification (or equivalent), or qualified by experience Ability to manage client relationships and handle complex advisory work A collaborative approach with a passion for developing others Confidence in leading, coaching and building high-performing teams What you'll get in return Flexible hybrid working approach Generous annual leave with the option to purchase more Comprehensive wellbeing and lifestyle benefits, including financial perks Access to extensive training and development resources with clear progression pathways The opportunity to grow your career in a supportive and ambitious environment Apply Now If you're ready to take the next step in your employment tax career and want to be part of a progressive, people-focused firm, we'd love to hear from you. Apply today to explore how you can make your mark in this exciting opportunity.

Assistant Client Manager Manchester £45,000 - £55,000 + Hybrid Working + Clear Progression If you're a qualified Senior Accountant ready to step into management, or an established Assistant Manager looking for a firm where people genuinely come first, this could be the opportunity you've been waiting for. We're working with a rapidly growing accountancy and advisory practice that has built an outstanding reputation for combining technical excellence with a highly supportive culture. Following continued growth, they are looking to appoint an Assistant Client Manager to join their expanding Business Services team in Manchester. This is far more than a compliance-focused role. You'll become a trusted adviser to a diverse portfolio of owner-managed businesses, working closely with ambitious entrepreneurs and established companies while developing your own leadership skills and progressing your career. The Opportunity As an Assistant Client Manager, you'll play a key role in managing client relationships, reviewing accounts work, mentoring junior team members and supporting senior leadership with the delivery of exceptional client service. You'll have genuine autonomy, direct client exposure and the opportunity to influence the growth of both your clients and the wider business. The successful Assistant Client Manager will inherit a varied portfolio and work with businesses across multiple sectors, giving you exposure to a broad range of commercial challenges and opportunities. What You'll Be Doing Managing your own portfolio of clients and acting as their primary point of contact Building long-term relationships and becoming a trusted adviser to business owners Reviewing statutory accounts, management accounts and associated compliance work Supporting clients with commercial and financial queries throughout the year Working closely with Directors and Senior Managers to deliver an outstanding client experience Managing workflow across your portfolio to ensure deadlines and service levels are achieved Identifying opportunities to provide additional services and add value to clients Supervising, coaching and developing junior members of the team Reviewing work prepared by junior staff and providing constructive feedback Supporting wider business development and networking initiatives Collaborating with colleagues across tax, audit and advisory teams to deliver joined-up solutions About You We're keen to speak with ambitious practice professionals who enjoy working closely with clients and are looking to progress into a broader leadership role. You'll ideally have: ACA or ACCA qualification Previous experience as a Senior Accountant, Client Manager or Assistant Manager within accountancy practice Experience managing a portfolio of owner-managed business clients Strong accounts preparation and client relationship skills A commercial mindset and genuine interest in helping clients succeed Excellent communication and interpersonal abilities Strong organisational skills and the ability to manage multiple priorities Experience reviewing the work of junior team members Confidence working directly with business owners and decision-makers Experience using CCH software would be advantageous, although this is not essential. What's On Offer? Salary between £45,000 and £55,000 depending on experience Flexible hybrid working arrangements Clear progression pathway towards Client Manager and Senior Management positions Generous annual leave allowance plus your birthday off Additional volunteering day each year Enhanced pension scheme Tailored learning and development programmes Ongoing professional development support Health and wellbeing initiatives Mental health support services Regular social, wellbeing and community events Modern and collaborative working environment Why Consider This Opportunity? This firm has experienced significant growth in recent years while maintaining a people-first culture that places genuine emphasis on employee wellbeing, development and career progression. They have created an environment where individuals are trusted, supported and encouraged to develop their careers at their own pace. The leadership team remains highly accessible, and there is a strong emphasis on collaboration rather than hierarchy. For an ambitious Assistant Client Manager seeking a role that offers responsibility, progression and meaningful client relationships, this represents an outstanding opportunity. To apply or discuss the position confidentially, please submit your CV today.

Financial Controller Crawley Up to £70,000 + Benefits With continued investment, ambitious growth plans and a commitment to developing its people, our client is preparing to appoint a Financial Controller into a newly created position which will play a key role in supporting the next phase of the company's development. This successful privately owned business has built an excellent reputation within its sector and is recognised for its warm and supportive culture, approachable leadership team and long-serving employees. As the business continues to grow, this newly created role offers the opportunity to join at an exciting stage of its journey and play a key role in shaping the finance function for the future. Reporting directly to the Managing Director and working closely with the senior leadership team, you will oversee the finance function whilst providing both strategic and operational financial leadership. Alongside managing a small finance team, you will lead several key projects including the implementation of a new accounting system and the continued development of financial controls and reporting. Why Apply? Newly created Financial Controller position Salary up to £70,000 plus benefits 21 days holiday plus Bank Holidays Christmas bonus Dedicated on-site parking Primarily office-based, providing regular interaction with the leadership team Growing privately owned business with ambitious plans Warm and supportive working environment Opportunity to lead systems and process improvement projects Significant exposure to commercial decision-making Long-term career development opportunities Key Responsibilities Ownership of the monthly management accounts, budgeting, forecasting and cash flow reporting Production of insightful financial reporting to support business decision-making Management of VAT, payroll, statutory compliance and relationships with external advisers Supporting operational teams with margin analysis, pricing decisions and commercial reporting Oversight of inventory accounting, stock valuation and financial controls relating to stock holdings Leading the implementation of a new accounting system and ongoing process improvements Supporting strategic projects and business growth initiatives Managing and developing a small finance team whilst acting as a trusted advisor to the senior leadership team About You ACA, ACCA or CIMA qualified Previous experience as a Financial Controller, Finance Manager or similar senior finance role Strong financial reporting and management accounting experience Experience within a manufacturing, engineering, distribution, wholesale or similar product-based environment would be highly beneficial Exposure to inventory accounting, stock valuation and margin analysis Strong systems and process improvement experience Commercially aware with the ability to influence decision-making Comfortable operating at both a strategic and hands-on level Positive and approachable management style The Opportunity Opportunities such as this rarely become available within businesses of this nature. The successful candidate will join a profitable and growing organisation where finance is valued, leadership is accessible and individual contribution is genuinely recognised. This is far more than a traditional Financial Controller position. It offers the opportunity to help shape the future of the finance function, influence key business decisions and play an active role in the company's continued growth and success. If you are seeking a position where you can make a visible impact, enjoy genuine autonomy and work closely with an experienced leadership team, we would be delighted to hear from you. Location: Based in Crawley this Financial Controller role is commutable from Redhill, Reigate, Horsham, Horley, East Grinstead and surrounding areas. Please note this is largely office based. Please contact Fletcher George at your earliest convenience for a confidential discussion. Interviews are expected to commence soon and we anticipate a high level of interest in this opportunity. Applicants should have the right to work in the UK. Salary and benefits package will be discussed in confidence by Fletcher George. Fletcher George is acting as an employment agency in relation to this vacancy. Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George s referral scheme is on our website.

Senior SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have previous pensions administration experience, particularly within SIPP administration. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth today

Learning and Development Trainer Leading Business Birmingham - mainly office based 37K to 46K Full Time, Permanent Strong Benefits Package Role Summary The Learning and Development Trainer plays a key role in supporting the businesses strategic objectives through the design, delivery and evaluation of high-quality learning and development interventions. Working as part of the Organisational Development Team, the postholder will contribute to building organisational capability, enhancing employee performance and supporting cultural and organisational change. The role combines expert facilitation with learning design, stakeholder engagement and consultancy. The postholder will work collaboratively with colleagues to identify development needs, design impactful learning solutions and deliver engaging programmes that support individual, team and organisational effectiveness. The postholder will be expected to operate with a high degree of autonomy, applying professional expertise to influence stakeholders, continuously improve learning provision and contribute to the development of a positive, inclusive and high-performing organisational culture. Main Duties and Responsibilities Learning Design and Delivery Design, develop and deliver a portfolio of learning and development programmes, workshops and interventions that support organisational priorities and workforce capability. Facilitate engaging face-to-face, virtual and blended learning experiences using a range of learning methodologies and technologies. Adapt learning content and delivery approaches to meet the needs of diverse audiences across academic and professional services communities. Ensure all learning interventions are accessible, inclusive and aligned with best practice in adult learning and organisational development. Develop learning resources, toolkits, guides and digital content to support continuous learning and performance improvement. Organisational Development Support Work with stakeholders to identify learning and development needs and recommend appropriate solutions aligned with organisational objectives. Contribute to organisational development initiatives that support leadership development, talent management, employee engagement, culture change and organisational effectiveness. Support the implementation of strategic people initiatives through effective learning and development interventions. Act as a trusted adviser to managers and leaders on learning and development approaches and opportunities. Stakeholder Engagement and Consultancy Build effective working relationships with colleagues to understand business needs and develop appropriate development solutions. Partner with departments to support workforce development priorities. Provide specialist advice and guidance on learning and development practices, approaches and resources. Influence and challenge constructively to ensure development interventions deliver measurable outcomes. Evaluation and Continuous Improvement Evaluate learning interventions using appropriate qualitative and quantitative measures. Analyse feedback, engagement data and performance indicators to assess impact and identify opportunities for improvement. Produce reports and insights to inform decision-making and demonstrate the value of learning and development activity. Maintain awareness of emerging trends, technologies and best practice in learning, organisational development and higher education. Project and Programme Support Lead or contribute to organisational development projects and initiatives as required. Manage multiple programmes and priorities simultaneously, ensuring delivery to agreed timescales and quality standards. Contribute to the development and implementation of annual learning and development plans. Support the effective use of learning technologies and systems. Person Specification Essential Knowledge, Skills and Experience Qualifications Degree-level qualification or equivalent professional experience in L&D and or coaching Professional qualification in Learning and Development, Organisational Development, Human Resources or a related discipline, or significant relevant experience. Experience Significant experience of designing, developing and delivering learning and development programmes within a complex organisation. Experience of facilitating workshops, training programmes and group learning interventions for a range of audiences. Experience of conducting learning needs analysis and translating requirements into effective learning solutions. Experience of evaluating learning interventions and demonstrating impact. Experience of managing multiple priorities and delivering projects to deadlines. Skills Excellent facilitation and presentation skills. Strong interpersonal and stakeholder management skills with the ability to influence and build credibility at all levels. Ability to work consultatively and develop effective partnerships across a large and complex organisation. Strong written and verbal communication skills. Excellent organisational and project management skills. Ability to analyse information and use evidence to inform decision-making. Strong digital skills and experience of learning technologies and virtual delivery platforms. To apply for the position, please click on the apply now button and your CV will be sent directly to the responsible recruiter. We will respond to successful applicants within 7 days, however please feel free to get in touch if you would like any further information about your application. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

Senior Business Engagement Adviser Salary: London: £46,090 - £49,500 / National: £43,090 - £46,500. If the successful candidate is a current Civil Servant joining on level transfer, HM Treasury will honour their current substantive salary if higher. Working Pattern: This post is available on a full time, part time or job share basis, and flexible working hours can be accommodated. Location: London (1 Horse Guards Road) or Darlington (Feethams House) Do you want a varied, fast paced, and stretching role with significant exposure to Special Advisers, Ministers, No.10, and senior stakeholders across business, HMT, and wider government? If so, read on! About the Team The Enterprise and Growth Unit (EGU) promotes sustainable economic growth and higher productivity for the UK. We provide analysis and advice on enterprise, innovation, private sector investment and a cost-effective transition to a low-carbon economy. The Enterprise and Growth Unit has a varied and exciting agenda, and we work closely with a wide variety of other teams across the Treasury. The Business, Trade, and Culture team is a flexible and friendly team of around 20 staff that sits across HMT's economics ministry functions (promoting sustainable economic growth) and its finance ministry functions (spending control for government departments). It manages the department's relationships with business and ensures that public money is spent wisely and in support of the government's objectives. The team is responsible for: - HMT's business engagement strategy and partnership work - Spending and strategy for the Department for Business and Trade and the Department for Culture, Media and Sport - Supporting growth across the advanced manufacturing sector and for small businesses - Inward investment policy. HMT values business engagement and partnership work as an integral part of policy development. As such, the Enterprise and Growth Unit has a team of 6 FTE dedicated to its support and facilitation. About the Job This is a varied, fast paced, and stretching role with significant exposure to Special Advisers, Ministers, No.10, and senior stakeholders across business, HMT, and wider government. Key responsibilities will include: Designing and executing stakeholder engagement for Ministers: ensuring meaningful engagement between business and HMT. Managing and building personal relationships with businesses, civil society, and trade unions - including HMT's relationship with business representative organisations. Designing and executing set-piece events where business engagement is the core focus. Managing strategic partnerships, including efforts in HMT to co-design policy initiatives with external stakeholders. Providing advice to Ministers, Special Advisers, and senior officials on opportunities for stakeholder engagement and public-private collaboration. About You We're looking for people who have the ability to build effective relationships and work collaboratively with a wide range of internal and external and can communicate effectively with senior leaders and break down complicated information. We also need you to manage a busy workload, meet short-term deadlines, and work well under pressure and in a changing environment. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 28% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity For more information about the role and how to apply, please follow the apply link.

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

Summary: As the Technical Accountant at South East Water, you are the subject matter expert on complex accounting issues. You will research, interpret, and apply complex accounting standards (IFRS and UK GAAP) to ensure regulatory compliance. In this role, you will develop internal accounting policies and manage complex transactions. You will provide technical accounting advice under IFRS and UK GAAP to group companies, ensuring adherence to all relevant accounting standards, stock exchange regulations, and company law. You'll be part of a small team that produces financial statements for the group consisting of eight companies. You'll also act as the primary contact for external auditors on technical accounting issues, review accounting disclosures for technical accuracy, and implement new accounting standards across the organisation. You will be required to keep up to date on changes to accounting standards and other relevant regulations, advising management on changes that may be required to financial reporting and associated processes and procedures. You will also be expected to become very familiar with Ofwat's Regulatory Accounting Guidelines in order to advise on any differences in treatment. Additionally, you will act as a key adviser to senior management, working as part of the Finance department. Main responsibilities: Research and apply IFRS/UK GAAP to new business initiatives and transactions, preparing technical accounting papers as appropriate including reviewing contracts and recommending proper revenue recognition and accounting treatment. Accounting policy - develop, document and maintain a comprehensive library of accounting policies to ensure consistency and technically accurate reporting. Prepare complex financial statements disclosures including footnotes and technical accounting papers for the external auditors to support the treatment of potentially contentious items. Audit management - the key contact for external auditors on technical accounting matters, responsible for dealing with and resolving such issues as part of the annual audit. Standard implementation - lead projects for the implementation of new accounting standards, researching the implications for the group, advising on options where permitted, and identifying changes to processes and procedures as necessary. Projects may involve working with representatives from outside Finance and also external advisers. Advise on differences between IFRS and Ofwat's Regulatory Accounting Guidelines and the implications of any such differences to the company. Advise on systems and processes improvement, including in relation to new accounting standards, to improve financial reporting controls and workflows. Develop and maintain an advanced level of technical knowledge through appropriate research and training. Assist in other ad hoc projects as required. You'll need: Skills / Qualifications / Experience Qualified Chartered Accountant (ACA) or ACCA/CIMA with demonstrated experience in a technical role. Excellent technical knowledge of international (IFRS) and UK (UK GAAP) financial reporting requirements. Excellent communication skills (written and verbal) and ability to communicate with all levels of management and colleagues, and to explain highly complex issues to non-finance stakeholders. Strong analytical and problem-solving skills. Excellent attention to detail and organisational skills with the ability to plan work to meet strict deadlines. Commercial awareness and strategic thinking to align reporting processes with business objectives. Advanced Excel and experience with large-scale ERP systems Proficiency in using accounting research databases to interpret emerging literature Proven experience in audit, financial reporting or technical accounting roles dealing with organisations of a similar size or larger. Extensive experience in the preparation or audit of consolidated financial reports and accounts for organisations of a similar size or larger. Experience of liaising with auditors and of managing other external adviser relationships. Experience of companies with large annual capital spending programmes would be an advantage. Proficiency in ERP systems and advanced MS Excel. Grow a career with a meaningful purpose. We know the communities we serve are diverse. We recognise creativity comes from diversity not similarity. That's why we are enthusiastic about creating inclusion across age, race, gender, ethnicity, religion and identity. You will experience our dedication to equal opportunities and fair treatment for all: through your recruitment, employment and career progression with South East Water. Benefits package: Excellent Stakeholder pension scheme, up to 10% employer contribution. 5 weeks holiday plus bank holidays per annum, increasing to 6 weeks with length of service. Flexible annual leave policy to buy or sell holiday leave. Paid volunteering days. Cycle to work scheme. Health cash plan. Life assurance. Wellbeing related benefits. What can you expect from your recruitment? To apply for this position, please submit your CV on our career's website. It is necessary for you to have the legal right to work in the UK when you begin employment with South East Water. Additionally, as part of the employment offer, you will need to pass background, identity, and employment referencing checks. If this sounds like the opportunity you've been looking for, apply now! South East Water kindly asks that recruitment agencies refrain from submitting CVs to our employees or associates without explicit invitation from our HR Resourcing team. CVs sent on a speculative basis will not be acknowledged and will not assume any responsibility for fees or commissions in the event that we hire a candidate who applied directly or subsequently introduced by an instructed agency. Compensation package: up to £65,000 p.a. (dependent on experience)

Policy Adviser - Higher Executive Officer Salary: National: £34,820 - £40,000. If the successful candidate is a current Civil Servant joining on level transfer, HM Treasury will honour their current substantive salary if higher. Contract Type: Permanent Working Pattern: This post is available on a full time, part time or job share basis, and flexible working hours can be accommodated. Location: Darlington (Feethams House) only Do you want to work in a fast-paced environment where you will be responsible for ensuring the smooth running of Budget and Statements across the department? If so, then this could be the role for you! You do not need any specific qualifications or experience to take on this role, just evidence of the right behaviours, values and motivation to succeed. About the Team The Budget and Finance Bill Team are a fun and supportive team which sits at the centre of the Treasury and is responsible for delivering the department's policy objectives through Budgets and Statements. The team works with privates offices, special advisers, policy teams, HMRC, comms specialists and more to bring together a coherent package of tax, welfare and spending policy announcements and present these to the outside world in the most effective way. The team operates in a dynamic and fast paced environment, especially in the run up to fiscal events, and has visibility of policy development happening across the whole department. You will regularly be exposed to and working on issues prone to hit the newspaper headlines, which makes our work relatable and interesting. In the period between fiscal events, the post supports cross-cutting departmental policy priorities using similar skillset, most recently leading on the delivery of the Chancellor's second Mais lecture and co-ordinating the Treasury's response to the Iran conflict. The team works flexibly to provide variety and support people's personal development goals. We give team members lots of support and on the job training to help you develop the knowledge and skills you need to do well. Diversity is very important to us, as is team wellbeing, and we have experience with and support flexible working arrangements. The role is in the Policy and Presentation branch of the team, which is responsible for the overall coordination, delivery and presentation of Budgets and Statements, including owning the overarching project plan, coordinating policy development and Ministerial decision making, and leading on key presentational product and processes such as the main budget document, supplementary documents and a comprehensive briefing pack. The key responsibilities of the post-holder will be: You will be responsible for ensuring the smooth running of Budget and Statements across the department, delivering a high quality of service, identifying and mitigating risks, and driving delivery. Creating and managing a project plan for delivering Budgets and Statements, covering the full range of milestones and processes relevant to fiscal event delivery including Ministerial meetings and movements, policy development, presentational products, and legislation. Coordinating the development, clearance and publication of Budget documents, including Charts and Tables included in the main budget document (the publication setting out all policies being announced), and supplementary documents published alongside the main document on budget day (which can number anywhere between 30 and 90). Leading on core elements of fiscal event delivery, including organising kick off and post event townhalls for the department, providing secretariat for the weekly budget directors meetings in the run up to fiscal events and coordinating weekly comms emails from the budget team to the department. Building and maintaining strong relationships with a wide range of internal and external stakeholders to ensure essential budget services are delivered and there is timely and high-quality input into budget processes run by the branch; including private offices, policy leads, HMRC, internal comms, the internal reprographics service, the external printing supplier (who typeset and print the main budget document), and HMT facilities, security and caterers. Designing and implementing a cross-departmental lessons learned process to collect, review and act on feedback from the department across all budget processes run by the team. This will include facilitating discussions within the team and with key stakeholders to reflect on processes and team ways of working, designing actions to address these, and driving implementation. Account management of an allocated policy workstream (such as all measures in a budget relating to public services, or welfare and labour markets), including tracking policy development and ensuring timely input into budget products and processes. About You We want you to have the ability to plan, prioritise and deliver on a broad portfolio of work at pace and to a high quality, in an often busy and uncertain working environment. We would also like you to have the ability to build and maintain relationships with a wide network of stakeholders and collaborate to deliver results. As well as being able to identify and implement improvements to processes and/or ways of working and support people to manage change. Some of the Benefits our people love! 25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King's birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month Flexible working patterns (part-time, job-share, condensed hours) Generous parental and adoption leave packages Access to a generous Defined Benefit pension scheme with employer contributions of 28% Access to a cycle-to-work salary sacrifice scheme and season ticket advances A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity For more information about the role and how to apply, please follow the apply link.

Mortgage Adviser Rochester £29,000 basic salary + guaranteed income for an initial period Realistic OTE of £65,000+ This opportunity would suit an experienced Mortgage Adviser who wants to join a business with strong lead flow, full administrative support, and the backing of an established brand. If you enjoy advising clients, building relationships with introducers, and converting quality opportunities into completed business, this role offers the chance to be part of a well known and growing business where earning potential is strong and support is in place to help you perform. The business is looking to add an experienced adviser to its Rochester team. Alongside a basic salary of £29,000, they offer guaranteed income for an initial period, realistic earnings of £65,000+, uncapped commission, and either a company car or £2,500 car allowance. The Business This is a well established business operating within the property and financial services space, with a strong presence in its market and a consistent flow of customer opportunities. They have built a model that allows advisers to focus on advising and writing business, rather than being tied up in administration. With warm leads, administrative support, and a structure designed to help advisers succeed, the business provides a strong platform for someone who wants to earn well and continue progressing in their career. They are also known for offering a broad benefits package, structured career development, and a working environment that rewards results. The Role Working as a Mortgage Adviser within this business, you will provide advice to customers on mortgage solutions and support them through an important financial decision. You will work with warm leads and existing opportunities, while also building strong relationships with introducers and generating additional business through referrals and proactive contact. There will also be an opportunity to discuss and arrange suitable protection solutions as part of the wider advice process. This is a role where strong relationship building, commercial awareness, and an ability to convert opportunities will all be important. You will also be expected to work in line with FCA and compliance requirements throughout. The Benefits Basic salary of £29,000 Guaranteed income for an initial period Realistic OTE of £65,000+ with uncapped commission Company car or £2,500 car allowance 33 days holiday including bank holidays, plus an extra day off for your birthday Holiday commission Profit share scheme Pension Life insurance Structured career path Employee rewards and incentives Employee assistance support Paid entry fees for charity events Full administrative support Warm lead source Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

Senior SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have previous pensions administration experience, particularly within SIPP administration. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth today

Are you interested in working for a rapidly evolving company? Do you want a career where no two days are the same? Our client offers a dynamic environment with excellent learning and development support. About the Role: Our client is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. They are a top ten accountancy firm in the UK and the largest SME practice. This role ensures the accurate and timely delivery of client payrolls, general administrative duties, and collaborative work within the payroll hub. You will communicate effectively with clients, offices, HMRC, and third-party providers, staying up-to-date with payroll legislation and industry changes. Key Responsibilities: Ensure accurate and timely delivery of client payrolls. Input data, run audit and validation checks, and interface data to General Ledger and Pensions systems. Monitor SSP, SMP, and other statutory payments. Process accurate and timely year-end reporting. Manage payroll changes to time and attendance systems (BMS). Administer end-to-end payroll processes and auto enrolment compliance. Answer payroll-related enquiries and act as a trusted advisor. Provide first-line support for pay queries. Peer check payrolls. Undertake general administrative duties and work collaboratively within the payroll hub. Develop relationships with clients and communicate effectively with wider offices, HMRC, and third-party providers. Stay updated with payroll legislation and industry changes through independent research. Skills & Experience: Previous payroll administration experience (minimum one year in a busy service-driven environment, preferably within a bureau). End-to-end payroll processing experience, including pensions, benefits, and statutory payments. High accuracy and attention to detail in both manual and systems-based work. Ability to coordinate, prioritise, and multitask with minimal supervision. Strong customer-focused approach, handling queries by telephone and email. Adaptability to a highly changeable environment. Excellent verbal and written communication skills. Ability to work under pressure and meet tight deadlines. Knowledge of payroll legislation, processing, and auto enrolment regulations. Ability to manually calculate payroll. Our client values personal attributes that make employees authentic in the marketplace. They seek individuals who can collaborate with peers, bring their own voice to the table, and respect others' opinions. They want someone who is dynamic, more than just a team member, and ready to join a family of like-minded individuals. If this sounds like the opportunity you are looking for, please apply now or contact Lorna Pilling directly on (phone number removed) for a confidential discussion about this role and other potential opportunities. Please Note: All applicants must have the right to work in the UK, as sponsorship for overseas employees cannot be provided for this role. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.