61 jobs found

Private Medical Insurance Adviser Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support Salary £32,000 - £45,000 DOE An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experienced Private Medical Insurance Adviser PMI Adviser Job Description The PMI Adviser will undertake the following key duties (not an exhaustive list):- Process and administer Individual and Corporate Private Medical Insurance policy renewals, with the confidence to discuss policy particulars and day to day service requirements with clients. Liaise with insurers and underwriters as and when required. Assist the Advice Team with new business quotes for Private Medical Insurance, Dental Insurance and Health Cash Plans. This will involve helping with client proposals and comprehensive market reviews. Following up on warm leads, contacting customers who have made an enquiry. Check monthly commissions for expected receipts to arrive and ensure accuracy. Input and record client and scheme data accurately on to the back-office systems. Process ongoing correspondence with individual clients and service providers, as required. Ensure that the new business process is followed and provide regular updates to the Private Medical Insurance Team regarding ongoing new business and renewal cases in the weekly team meetings. Write Suitability Reports to be sent to clients within a reasonable time frame of their medical scheme being set up or renewed. Ensure quality standards for all processes on their team. Engage with the HR Department and with respects to disciplinary and grievance procedures when required. Providing reports on productivity and other performance indicators to the Senior Management Team. This list is not exhaustive, and the PMI Adviser is obliged to undertake any reasonable task associated with the role on an ad-hoc basis. Key Skills and Attributes The PMI Adviser will hold the IF7 (Certificate in Healthcare Insurance Products) qualification and will have a background within Private Medical Insurance. Private Medical Insurance Adviser will possess exemplary: - Organisational, planning, prioritising and multi-tasking skills. Oral and written communication skills. Information gathering and information monitoring skills. Problem analysis and problem-solving skills. Judgment and decision-making ability. Initiative. Professionalism and confidentiality. Attention to detail and accuracy. Flexibility. Microsoft Office skills Private Medical Insurance Adviser - What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme. This role provides a dynamic environment where your expertise can make a tangible difference in clients' lives while advancing your career within the insurance industry.

The client has an in-house pensions team seeking an experienced Governance Manager to oversee governance, risk and compliance for an award-winning Local Government Pension Scheme (LGPS). The Fund administers pensions for approximately 180 employer organisations and 86,000 members. This senior role combines strategic leadership, stakeholder engagement and regulatory oversight, ensuring governance frameworks remain effective, compliant and embedded across the organisation. The successful candidate will have strong knowledge of UK pensions legislation and regulatory requirements, together with excellent communication and stakeholder management skills. This role is a permanent contract. The working arrangement will be hybrid working with a minimum of 2 days onsite. Duties and Responsibilities but not limited to: Lead the development, implementation and continuous improvement of the Fund's governance framework, ensuring compliance with all relevant pension legislation, regulatory requirements, codes of practice and governance standards. Act as the primary governance adviser and key point of contact for internal and external stakeholders on governance, risk, compliance and regulatory matters. Support the management and administration of Pension Committee and Local Pension Board activities, including agenda planning, preparation and presentation of reports, governance documentation and meeting support. Develop, maintain and review governance policies, procedures, terms of reference, schemes of delegation and other key governance documentation to ensure ongoing regulatory compliance and operational effectiveness. Ensure the Fund complies with the requirements of The Pensions Regulator, General Data Protection Regulations (GDPR), and all relevant statutory and non-statutory guidance affecting public sector pension schemes. Maintain governance assurance processes, monitoring compliance performance and reporting outcomes, risks and recommendations to senior management, Pension Committee and Local Pension Board members. Lead on governance-related risk management activities, including maintaining the Fund Risk Register, monitoring controls, identifying emerging risks and ensuring appropriate mitigation plans are implemented. Coordinate responses to internal and external audits, ensuring recommendations are addressed, action plans are delivered and governance controls remain effective. Oversee governance-related training and development programmes, ensuring Committee and Board members maintain the knowledge and understanding required to perform their duties effectively. Lead the management and reporting of governance breaches, regulatory incidents and data protection matters, ensuring appropriate escalation, investigation and resolution processes are followed. Support the development and delivery of strategic business plans, governance objectives and performance measures, ensuring progress is monitored and reported regularly. Provide governance oversight and support for organisational change initiatives, projects and service improvements, ensuring appropriate controls and assurance mechanisms are embedded. Support procurement activities and contract management processes, monitoring supplier performance, contract compliance, extensions and re-tendering exercises where required. Build and maintain effective working relationships with regulators, auditors, advisers, employers, suppliers and other key stakeholders to promote governance excellence and best practice. Provide expert technical advice and guidance on governance, compliance, risk and regulatory matters to senior management and decision-making bodies. Personal Requirements: Degree educated and/or holding a relevant professional qualification in pensions, governance, compliance, risk management, project management or a related discipline, or able to demonstrate equivalent experience. Extensive knowledge of UK pension legislation, governance frameworks, regulatory codes and compliance requirements, ideally within the Local Government Pension Scheme (LGPS) environment. Significant experience delivering governance, risk and compliance services within a large and complex defined benefit pension scheme or similarly regulated environment. Proven experience supporting committees, boards or senior governance bodies, including preparing reports, presenting information and advising stakeholders. Strong understanding of governance assurance, risk management frameworks, internal controls and audit processes. Experience developing, reviewing and implementing governance policies, procedures and operational improvements. Knowledge and experience of GDPR, data protection requirements and regulatory reporting obligations. Experience managing procurement exercises, supplier relationships and contract performance. Experience in business planning and performance monitoring. Experience delivering training and governance awareness programmes. Excellent written and verbal communication skills with the ability to explain complex technical and regulatory matters clearly and concisely. Strong stakeholder management, influencing and relationship-building skills with the ability to engage effectively at senior levels. Proven leadership capability with the ability to motivate colleagues, support change and foster a culture of continuous improvement. Strong numerical and reporting skills with experience interpreting performance and governance information. An appreciation of the role of public sector organisations and the governance standards expected within highly regulated environments. Working Hours: 36hrs / Monday - Friday Pay: £65,516.00 per annum + Benefits Please note this role is within the scope of IR35.

Complaints Officer Location: Leicester based / Hybrid working negotiable Contract: Full-Time Salary: £28,000 £38,000 PA (depending on experience) Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. The Role To support the network to independently and impartially investigate, manage and resolve network and 3rd party complaints and disputes, providing a fair outcome whilst remaining commercially aware. Key Tasks Include: Receiving inbound queries and complaints and responding in a timely and appropriate manner within FCA guidelines and timescales. Ensure that complainants are treated in a fair and consistent manner. Ensure you are familiar with the Financial Conduct Authority's Dispute Resolution Rules (DISP) and other relevant guidance is applied when handling complaints. Complete complaint investigations thoroughly; researching databases, files, records, and meeting with relevant staff/members in order to produce a detailed report of the events and actions leading up to the complaint. Where appropriate recommend suitable redress or arrange for remedial action to be completed to address the complaint, in accordance with Complaints Handling Policy. Manage a workload of cases at various stages of resolution. Confidentially and clearly communicate with all parties both verbally and in writing, ensuring that the complainant has a full understanding of the matter. Liaise with other bodies such as the Financial Ombudsman, Legal Firms or Claims Management Companies in handling complaints as required. Ensure that accurate records of complaint investigations are maintained on the system as well as copies of all documentation and information used in support of the investigation. Assisting with producing management information for use by Senior Managers and Directors. Assisting with the recording and monitoring of legal fees. Work with the Risk and Compliance team to ensure the firm's systems and controls are robust, support the immediate and future business plans and adhere to regulatory requirements. Identify systems, procedures and control improvements. Provide support and assistance to any ad hoc compliance projects as appropriate. Qualifications: CeMAP / Equivalent professional financial services qualification or willingness to work towards this. Skills / Competencies: Able to demonstrate a suitable level of industry knowledge especially the mortgage and protection process and experience to conduct the role. A good grounding and understanding of working within a Regulatory environment. Excellent verbal and written communication skills. Confident in presenting complex information in a clear and concise manner. The ability to analyse information with a view to making informed decisions. Passionate in building excellent working relationships with both colleagues and members to deliver the right outcomes for all parties. Good team player, but with an ability to work under own initiative. Good computer skills including Microsoft applications. Experience Required: Minimum three years of experience in a similar role within the financial services sector. Knowledge of the various FCA rules and guidance relating to the above sector (i.e. DISP, CONC, ICOBS, Vulnerable Customer and Consumer Duty). Experience of working under pressure, prioritising and working to tight deadlines. Competent on Microsoft Office Suite i.e. Excel, Word etc. Personal Qualities: Highly self-motivated and with strong personal discipline to meet key objectives. Confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style. Commitment to the fair treatment of customers. Curious (root cause analysis). Able to focus on customer outcome(s) and avoiding foreseeable harm. As our client is a non-sponsoring company, you must already have the right to work in the UK.

INSURANCE MANAGER (PROPERTY) Trinity Estates • £Competitive, aligned to experience • Hybrid (following 6-month probation) ROLE OVERVIEW We need an Insurance Manager who can take full ownership of our insurance operations and run them confidently, commercially and compliantly, without being micromanaged. You'll be trusted to manage our organisation's insurance portfolio, oversee claims handling, lead annual renewals and ensure the business has appropriate coverage in place. This is a role for someone who balances commercial awareness with risk protection and takes a proactive approach to identifying gaps and improving processes. ROLE EXPECTATIONS This is a broad, hands-on role that requires strong technical knowledge, sound judgement and confidence dealing with brokers, underwriters, legal advisers and internal stakeholders across the business. You will need to balance coverage adequacy, cost control and regulatory compliance at the same time and be comfortable making decisions rather than escalating them. You will be expected to run your portfolio of policies and claims, spotting issues early, managing risk and improving standards, not just reacting to problems. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: Insurance coverage is comprehensive, compliant and aligned to business needs Renewals are completed smoothly, on time and at competitive terms Claims are handled efficiently from notification through to settlement Senior management have clear visibility of insurance performance, claims trends and risk exposure HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Managing the organisation's insurance portfolio, including renewals, policy reviews and documentation Overseeing claims handling from notification through to settlement Liaising with brokers, underwriters, claims handlers and legal advisers Reviewing policies, endorsements and exclusions to identify coverage gaps or risks Supporting contract reviews by assessing insurance clauses and compliance requirements Preparing reports for senior management on insurance performance and renewal outcomes Working with finance, legal, procurement and operations to support effective risk management Identifying opportunities to improve processes, reduce costs and strengthen controls WHO THIS ROLE IS FOR This role suits someone who: Has proven experience in insurance management, claims management, broking or underwriting Has strong knowledge of property insurance products, policy structures and claims processes Is confident managing renewals and negotiating with brokers and insurers Can review complex documentation and identify coverage issues quickly Takes pride in delivering a well-controlled, compliant insurance function EXPERIENCE THAT HELPS Professional insurance qualification such as CII Experience in corporate insurance, property insurance, liability insurance, professional indemnity or financial lines Experience working in a regulated environment Strong analytical, negotiation and problem-solving skills Proficiency in Microsoft Office, particularly Excel, Word and PowerPoint WHAT WE OFFER Competitive salary and benefits package 24 days holiday plus bank holidays Pension scheme Vitality private healthcare Perkbox membership with discounts across retail, travel and entertainment Fully funded training and professional development, including paid study leave Employee referral scheme Annual salary review Free eye tests and Cycle to Work scheme Long service award ABOUT TRINITY ESTATES Trinity Estates is a leading residential property management company and the flagship brand within the wider Trinity Property Group. Managing a diverse portfolio across the UK, the business supports developments ranging from modern city apartments to large-scale residential estates. Trinity Estates combines strong operational structure with a people-focused approach, delivering a consistent and professional service at scale. For employees, this means access to clear processes, strong internal support and genuine opportunities for progression within a growing organisation. HOW WE HIRE Initial conversation with our talent team Interview focused on experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required.

Senior IFA Administrator / Reports to: IFA Team Leader Key working relationships: Financial Planning Managers, Financial Planners, Paraplanners, the wider IFA team and relevant colleagues across the firm. Role purpose: To provide high-quality, efficient and compliant administrative support to the firm's financial planning team, a strong focus on client servicing, new business implementation and ongoing review administration. Role supports the delivery of a premium client experience. Therefore essential that the role holder maintains accurate and auditable records and helps ensure work is progressed in line with internal procedures, service standards and regulatory requirements. KEY RESPONSIBILITIES 1. Client Administration and Service Delivery Managing a varied workload to support the efficient running of the financial planning team, prioritising client, adviser and provider requirements and ensuring work is completed accurately and within agreed timescales. Preparing, collating and issuing client and provider documentation to a high standard, ensuring records are accurate, complete and presented in line with the firm's requirements. Maintaining accurate client records, workflows, notes and document management on the firm's back-office and CRM systems. Using the firm's procedures, workflows and systems effectively to support: - Client records and workflows, new business processing and case tracking, provider and platform administration. Valuations, letters of authority and policy servicing. Risk profiling and planning support tools. Client communications, compliance controls and file records - Handling telephone and email enquiries professionally and promptly. Liaising closely with Financial Planning Managers, Financial Planners, Paraplanners and the Team Leader. Undertaking core financial planning administration activities, including: - Preparing and submitting new business applications, obtaining provider information and valuations. Processing servicing requests (withdrawals, switches, etc.). Monitoring pipelines and chasing providers. Preparing review packs and meeting documentation. Maintaining confidentiality and data security at all times. 2. Professional Standards and Team Contribution Demonstrating a professional, proactive approach. Identifying inefficiencies and contributing to improvement. Supporting colleagues and teamwork. 3. Compliance and Risk Awareness Working in accordance with FCA, GDPR, AML and internal procedures. Maintaining audit-ready records and escalating issues appropriately. 4. Client Service and Teamworking Providing professional, responsive service. Communicating clearly with clients and colleagues. Maintaining a client-focused approach at all times. PERSON SPECIFICATION Experience: - Significant experience in IFA/wealth management administration, knowledge of pensions, investments, ISAs, bonds and protection. Experience with new business and client servicing, experience using CRM and provider platforms, understanding of FCA-regulated environments Education and Communication: - Good standard of education including English with strong written and verbal communication skills Skills and Approach: - Awareness of AML, GDPR, Consumer Duty. Strong organisation and attention to detail, ability to prioritise and work independently, collaborative and professional approach. Good knowledge of Microsoft Office and systems Development: - Support available for financial planning qualifications

Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our rapidly growing Private Client Team manage funds, businesses and trusts of individuals, families and entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. We've established a strong global network that is recognised as a leader especially in looking after entrepreneurs and owner-managed businesses. You'll need excellent people skills and strong technical ability as you visit clients across the world. In return, you'll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. Responsibilities: Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Succession planning and IHT advisory business. Act as a client relationship point of contact for significant high net worth individuals and their families. Be responsible for undertaking Succession Planning Reviews and related assignments for key clients. Win new clients through networking and business development together with the wider BDO Private Wealth group and our mutual professional contacts. Act as a key point of contact within the Firm for the client. Responsibility for tax planning and complex IHT issues with a focus on variety of directly held assets or use of family vehicles, e.g. companies and trusts. Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts. Profitably manage a small portfolio of complex clients. Ensure that the firm's quality control procedures are adhered to on their clients. Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business. Be involved in the team, supporting your peers from a technical perspective, and developing the next generation of advisers. Identify risk and technical matters, as well as identifying opportunities, and acting on these accordingly. Develop, execute and manage the account development for own client portfolio. Contribute to the tax group's sales and marketing activities in developing new work wins. Overall responsibility for resource planning and allocation for their portfolio. Staff training and development including recommendations for promotion. Counsel, appraise, develop and motivate staff as appropriate. Liaise with Tax Authorities. Liaising between clients and their other advisers in a collaborative and efficient manner. Act as a liaison between the client and other service lines and tax specialists within the firm. Act as a role model for the firm, both externally and internally. Consult with colleagues and Partners on technical and risk matters. We are looking for someone who: Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide support to the wider private client team as a technical expert at the highest level on a wide range of inheritance tax matters. Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities. Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide technical expertise and support to the wider private client team on a wide range of inheritance tax matters. Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team. Has an understanding of potential risks to the firm arising from various aspects of client engagement. Can guide and supervise less experienced colleagues. Can support, train, mentor and advise others. Will challenge current practice - driving improvements and championing change. Takes personal responsibility for own decisions and actions and those of others. Leads projects of varying scale and complexity. CTA and/or ACA qualified or equivalent. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Leeds Hybrid working Salary up to £42,000 + excellent benefits Permanent Reed is working with a well-established financial advice organisation to recruit an experienced Paraplanner for their growing Leeds-based team. This is an excellent opportunity to join a professional, advice-led business that is investing in its paraplanning function and offers a supportive, collaborative working environment. The role Working closely with Financial Advisers, you will play a key role in the delivery of high-quality, compliant financial planning advice. The position offers a hybrid working model, with a requirement to attend the Leeds office three days per week. Key responsibilities include: Providing technical research and analysis to support Financial Advisers Preparing suitability and recommendation reports in line with FCA requirements Analysing client circumstances, objectives, attitude to risk and capacity for loss Producing cashflow modelling and long-term financial planning analysis Maintaining accurate client records and supporting data gathering where required Liaising with advisers to query and challenge recommendations when appropriate About you CII Level 4 Diploma in Financial Planning (or equivalent) achieved Previous experience in a Paraplanner or senior technical support role Strong knowledge of the UK financial advice process and products Excellent written communication and attention to detail Highly organised with the ability to meet tight deadlines Confident working collaboratively with advisers and internal teams What's on offer Salary up to £42,000 Hybrid working (3 days office-based in Leeds) Generous employer pension contribution Life assurance, income protection and critical illness cover 27 days holiday plus bank holidays, with the option to buy more Flexible benefits including healthcare and wellbeing options Apply now If you're an experienced Paraplanner seeking a stable, well-supported role within a growing advice business, we'd love to hear from you.

Job Title: Senior Administrator / Paraplanner Salary: £30,000 - £48,000 DOE + Discretionary Bonus Location: St Albans (Office-Based) About our clients and the role: Swarm Recruitment is delighted to be partnering with, a directly authorised and fully independent financial planning firm based in the heart of St Albans. Founded by experienced Financial Advisers, the firm was established with a clear vision: to provide genuinely independent, holistic financial advice whilst creating a business where clients and employees alike enjoy a more personal and rewarding experience. The firm is experiencing strong growth and has ambitious plans for the future, with both advisers approaching capacity and requiring additional support to continue delivering exceptional service. As a result, they are looking to recruit a Senior Administrator, Junior Paraplanner, or Paraplanner to join the team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to develop their career within a growing independent firm. You will work closely with the existing Paraplanner, who is progressing towards an Adviser role, and will gradually take ownership of key technical responsibilities including research, cashflow modelling, client reviews, suitability support, and case preparation. The successful candidate will have genuine opportunities to progress into a Senior Paraplanner position and potentially manage support staff as the business continues to expand. This role would suit either an experienced Financial Planning Administrator looking to become more technical, or an established Paraplanner seeking greater responsibility and long-term career progression. Salary & Benefits: Basic Salary: £30,000 - £48,000 depending on experience and qualifications Annual Discretionary Bonus Company Pension Scheme 25 Days Holiday plus Bank Holidays Additional Day's Holiday for Every Year of Service (up to 5 additional days) Full Support and Funding for Industry Qualifications Clear Career Progression Opportunities Parking Permit Provided after Probation Fully Funded Team Social Events Summer and Christmas Team Celebrations Supportive and Collaborative Working Environment Working Hours: Monday - Friday Typical Hours: 9:00am - 5:00pm Flexibility Around Start and Finish Times No Weekend Working Office-Based Role in St Albans Flexibility Available for Personal Commitments When Needed Desired Experience: Experience within a Financial Planning, Wealth Management, or IFA environment Previous experience as a Financial Planning Administrator, Senior Administrator, Junior Paraplanner, or Paraplanner Strong understanding of pensions, investments, and financial planning processes Experience supporting Financial Advisers with client reviews and ongoing servicing Exposure to cashflow modelling would be advantageous Experience preparing review packs and client documentation Knowledge of pension and investment analysis would be beneficial Experience contributing to suitability reports would be advantageous Strong organisational skills and excellent attention to detail A genuine desire to learn, develop, and progress within Financial Services Responsibilities & Duties: Support Financial Advisers with case preparation, technical analysis, and ongoing administration Prepare and maintain client records, including fact finds, risk profiling, and client objectives Conduct investment, pension, and product research to support adviser recommendations Assist with pension and investment analysis, including annual allowance calculations and technical reviews Prepare review packs and client meeting documentation Contribute to suitability reports for investments, withdrawals, and ongoing advice recommendations Build and maintain cashflow models where appropriate Liaise with providers to obtain policy information and process client transactions Process fund switches, withdrawals, and other client servicing requirements Maintain accurate client records and ensure compliance with regulatory requirements Deliver exceptional client service and support the firm's commitment to holistic financial planning Work closely with the advisers and wider team to support the continued growth of the business By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Complaints Officer Location: Leicester based / Hybrid working negotiable Contract: Full-Time Salary: £28,000 - £38,000 PA (depending on experience) Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. The Role To support the network to independently and impartially investigate, manage and resolve network and 3rd party complaints and disputes, providing a fair outcome whilst remaining commercially aware. Key Tasks Include: Receiving inbound queries and complaints and responding in a timely and appropriate manner within FCA guidelines and timescales. Ensure that complainants are treated in a fair and consistent manner. Ensure you are familiar with the Financial Conduct Authority's Dispute Resolution Rules (DISP) and other relevant guidance is applied when handling complaints. Complete complaint investigations thoroughly; researching databases, files, records, and meeting with relevant staff/members in order to produce a detailed report of the events and actions leading up to the complaint. Where appropriate recommend suitable redress or arrange for remedial action to be completed to address the complaint, in accordance with Complaints Handling Policy. Manage a workload of cases at various stages of resolution. Confidentially and clearly communicate with all parties both verbally and in writing, ensuring that the complainant has a full understanding of the matter. Liaise with other bodies such as the Financial Ombudsman, Legal Firms or Claims Management Companies in handling complaints as required. Ensure that accurate records of complaint investigations are maintained on the system as well as copies of all documentation and information used in support of the investigation. Assisting with producing management information for use by Senior Managers and Directors. Assisting with the recording and monitoring of legal fees. Work with the Risk and Compliance team to ensure the firm's systems and controls are robust, support the immediate and future business plans and adhere to regulatory requirements. Identify systems, procedures and control improvements. Provide support and assistance to any ad hoc compliance projects as appropriate. Qualifications: CeMAP / Equivalent professional financial services qualification or willingness to work towards this. Skills / Competencies: Able to demonstrate a suitable level of industry knowledge especially the mortgage and protection process and experience to conduct the role. A good grounding and understanding of working within a Regulatory environment. Excellent verbal and written communication skills. Confident in presenting complex information in a clear and concise manner. The ability to analyse information with a view to making informed decisions. Passionate in building excellent working relationships with both colleagues and members to deliver the right outcomes for all parties. Good team player, but with an ability to work under own initiative. Good computer skills including Microsoft applications. Experience Required: Minimum three years of experience in a similar role within the financial services sector. Knowledge of the various FCA rules and guidance relating to the above sector (i.e. DISP, CONC, ICOBS, Vulnerable Customer and Consumer Duty). Experience of working under pressure, prioritising and working to tight deadlines. Competent on Microsoft Office Suite i.e. Excel, Word etc. Personal Qualities: Highly self-motivated and with strong personal discipline to meet key objectives. Confident and assured manner when discussing regulatory matters, whilst maintaining an informative and consultative style. Commitment to the fair treatment of customers. Curious (root cause analysis). Able to focus on customer outcome(s) and avoiding foreseeable harm. As our client is a non-sponsoring company, you must already have the right to work in the UK.

£30k basic starting salary + fantastic uncapped commission structure + genuine career growth + remote opportunities + great perks! For Protection Advisers who are seriously thinking about their next move, this could be perfect timing. At LifeSearch , we ve spent over 25 years at the forefront of protection advice in the UK. Now, we re stepping into one of the most exciting chapters in our history. We're launching new strategic partnerships, investing heavily across the business and reshaping how advice works. If you want to be part of where protection advice is heading (rather than playing catch up later), this is your chance! This can be a remote opportunity for the right candidate, but we also have offices in Leeds, London and Milton Keynes. What you ll be doing: Speak with highly engaged customers who are actively seeking protection advice (no cold calling here!) Provide tailored recommendations across Life, Critical Illness and Income Protection Support clients through important, sometimes tough, personal conversations with care and professionalism Manage multiple clients at different stages of their journey Work within a high-performing advice community of 120+ advisers across the UK Build long-term relationships and deliver advice you re genuinely proud of Our partnerships with leading price comparison brands, insurers, banks and building societies mean consistent demand and quality conversations not chasing leads! We're looking for people who: Have solid experience in protection advice and a strong demonstrable track record Bring knowledge across Life, Critical Illness and Income Protection Have experience (or interest) in Business Protection. A growing area with structured specialist pathways available Are comfortable working at pace while maintaining high advice standards Take personal accountability for performance Are ambitious and serious about building a long-term career in protection Hold R05 (preferred but not essential) We re proud of our culture. High standards, high performance and strong support. We want great people who raise the bar, not just hit it. What s in it for you? £30k basic starting salary that goes up to £33k once you pass your probation Uncapped commission with very strong earning potential from day one (we will talk you through our great commission structure at the next stage) Fast tracked process for really experienced candidates, so you can earn bigger quicker! Consistent volumes of engaged customers Access to unrivalled volumes of high quality leads from long standing partnerships Clear progression into senior, specialist and leadership roles Ongoing training, coaching and professional development (no matter how long you've been with us) Significant investment in tech, tools and support to help you perform at your best Hybrid and fully remote working is available depending on individual requirements Overseas incentive trips, buy/sell annual leave options, your birthday off and more! What is the shift pattern like? You'll work 40 hours a week with flexible shifts between 9am and 7:30pm, including two evenings until 7:30pm. Your shift times are flexible and agreed with your leader. You would also work one Saturday a month, 9am - 3pm (but you get a day off in lieu of course! Hello three day weekend!) What s the application process like? Click apply and upload your CV If it s a match, Sophie will be in touch to book in a short telephone interview If that goes well, you'll be invited to an interview with us where we will get to know you and your experience a bit better We aim to provide prompt feedback between each stage, so you know exactly where you're at in the process. No ghosting here! What s the bigger picture? We re investing heavily in the future. In our partnerships, our technology, our customer journeys and, most importantly, our advisers. This isn t just another adviser role. It s a chance to join a business at the right moment and build something long term. If you re ambitious, committed and ready for your next step, we d love to hear from you.

Senior Compliance Manager Norwich or surrounding area Remote working with onsite presence as and when required Full-Time Up to £55,000 per annum plus care depending upon experience Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. The Role They are seeking an experienced and commercially aware Senior Oversight Compliance Manager to provide dedicated oversight of the largest Appointed Representative (AR) within their network. This is a senior role responsible for ensuring the AR operates in line with regulatory requirements, delivers good customer outcomes, and maintains robust governance frameworks in accordance with Financial Conduct Authority (FCA) expectations, including Consumer Duty. Key Tasks AR Oversight and Relationship Management: Act as the lead compliance contact for the AR, representing the Principal. Provide ongoing oversight and constructive challenge to ensure regulatory standards are maintained. Maintain a consistent onsite presence to provide visible and accessible compliance support. Operate as a trusted partner while maintaining independence and the ability to challenge where required. Regulatory Compliance and Risk Management: Ensure the AR operates in line with FCA requirements, including MCOB, ICOBS and Consumer Duty principles. Identify, assess, and manage regulatory and conduct risks within the business. Provide proactive, forward-looking compliance support to identify emerging risks and support early intervention. Provide guidance on complex regulatory matters relating to mortgage and protection advice. Monitoring, Assurance and Supervision: Oversee monitoring activity, including file reviews, call assessments, thematic reviews, and audit outputs. Review MI to identify trends, risks, and areas for improvement. Support targeted and thematic reviews in response to identified risks or business changes. Governance and Reporting: Escalate risks, issues, and breaches through appropriate governance channels using independent judgement. Provide clear, risk-based reporting to senior stakeholders, committees, and the Board where required. Support regulatory visits, audits, and information requests. Operational Support and Change Management: Support the implementation of operational and process changes within the AR in embedding effective controls and improving adherence to agreed processes. Provide compliance input on business change initiatives, growth, and new activities. Support improvements to customer journeys, processes, and outcomes. Training, Coaching and Culture: Deliver and support on-site compliance training to advisers and AR leadership. Provide ongoing coaching and guidance to support behavioural improvement and enhance advice quality. Promote and embed a strong compliance culture across the AR business. Experience Essential: Significant experience within a compliance role in financial services. Strong knowledge of FCA regulation including MCOB, ICOBS and Consumer Duty. Experience working with or overseeing Appointed Representatives. Deep understanding of mortgage and protection advice processes. Proven ability to manage complex stakeholder relationships at senior level. Strong risk assessment, decision-making and regulatory judgement skills. CeMAP or equivalent financial services qualification. Desirable: Experience within a network or AR oversight model. Experience working with large, complex or high-risk AR firms. Background in compliance monitoring, advisory, or consultancy. Personal Qualities: Strong stakeholder management and influencing skills. Ability to provide constructive challenge while maintaining effective relationships. Commercial awareness balanced with a strong risk and regulatory mindset. Excellent analytical, problem-solving and report writing skills. High level of integrity, independence, and professional judgement. Benefits: 25 days plus bank holidays as standard with the option to buy more each year Company pension Health and wellbeing programme Company Sick pay As our client is a non-sponsoring organisation, you will need to have the right to work in the UK. Regular travel and onsite presence are required to support an embedded and effective compliance approach. Home working is available when not on site.

Private Client Associate An outstanding opportunity has arisen for an ambitious Private Client Associate (3+ PQE) to join the highly regarded London office of a leading UK Top 100 law firm with a strong reputation for private wealth, international work and exceptional client service. The firm has experienced sustained growth in recent years and is recognised for its collaborative culture, investment in its people and high-quality work. This is an excellent opportunity to become part of a well-established and supportive team that advises a diverse portfolio of UK and international clients on complex cross-border private client matters. The team has an established international focus, regularly advising individuals, families and trustees across multiple jurisdictions, including Europe and beyond. Working alongside experienced partners and senior lawyers, you will benefit from exposure to high-value, technically challenging work within a genuinely collaborative environment, whilst having clear opportunities to develop your own practice and specialist expertise. The Role: You will manage your own varied caseload whilst supporting on more complex international matters, including: International estate and succession planning Cross-border wills and probate Tax and trust advice Wealth preservation and asset structuring Advising high-net-worth individuals, families and business owners Working with overseas lawyers and professional advisers across multiple jurisdictions Alongside your technical work, you will: Build and maintain long-term client relationships Support business development initiatives, networking and thought leadership Contribute to the continued growth of the private client practice Mentor and supervise junior lawyers and support staff Play an active role in maintaining exceptional client service standards About You: You will ideally have: Qualified Solicitor or Chartered Legal Executive 3+ years' PQE within Private Client Strong experience advising on international private client matters Experience managing your own caseload independently Excellent client relationship and communication skills Commercial awareness and a proactive approach to business development An interest in mentoring junior team members and contributing to team success Why Apply?: This role offers the opportunity to join a progressive, people-focused firm that combines high-quality work with a genuinely supportive culture. You'll enjoy: High-quality international private client work A collaborative and well-resourced team Genuine opportunities for career progression Hybrid and flexible working Competitive salary and bonus potential Private medical insurance / healthcare cash plan Enhanced pension Generous annual leave with holiday purchase scheme Life assurance Season ticket loan Cycle to Work scheme Enhanced family leave Employee Assistance Programme Regular salary reviews Income protection and additional wellbeing benefits If you're looking to take the next step in your private client career with a respected national practice offering complex international work, excellent support and genuine progression opportunities, we'd love to hear from you. Apply in confidence today or contact us for a confidential discussion. GWV Talent Solutions Limited (trading as Gerrard White Consulting and Vermelo RPO) acts as an employment agency for permanent recruitment and an employment business for the supply of temporary and contract workers. By applying for this job you accept the terms of our Privacy Policy and Terms of Service Agreement which can be found at (url removed)

Senior IFA Administrator (Senior Client Services) Location: Edgbaston Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week

Senior IFA Administrator (Senior Client Services) Location: Warwick Salary: Up to £35,000 DOE Hybrid: 2 days from home, 3 in office Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility - supporting financial advisers and planners while coaching and developing more junior administrators. The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products - investments, pensions, transfers, protection and mortgages - and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team. This is a senior seat rather than a sideways step - the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group. The role Reporting to the Client Service Managers and advisers, the successful candidate will: Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform Ensure all compliance documents are in place before submission, in line with the firm's New Business Process Prepare valuation reports, review packs and Post Review Summary reports for client meetings Run Risk Profiler and FE Analytics fund switch reports, processing switches Handle withdrawal instructions, client queries and back-office record accuracy Coach colleagues, deliver training and help the wider team prioritise workload About the candidate The ideal applicant will have: Experience as an administrator within an IFA or wealth management firm With confidence across multiple products and platforms A natural ability to support junior staff through coaching and training Strong product knowledge and a clear grasp of conduct rules and compliance requirements Exceptional attention to detail, strong organisation, and composure under competing deadlines Salary and benefits Salary up to £35,000 depending on experience Pension: 3% employer contribution with salary sacrifice 23 days holiday plus bank holidays, rising to 25 with service Group life cover at 4x salary, income protection and company sick pay (post-probation) Employee Assistance Programme and financial wellbeing support Hybrid working: up to 2 days from home each week

Court of Protection Paralegal Manchester City Centre Up to 30,000 + Excellent Benefits + Genuine Career Progression Are you an experienced Court of Protection professional looking to take the next step in your legal career? Get Recruited is proud to be partnering with one of the UK's most respected and forward-thinking law firms. Renowned for delivering exceptional client care and specialist legal expertise, they are continuing to grow and are now seeking a talented Court of Protection Paralegal to join their thriving Manchester City Centre team. This is an exciting opportunity to become part of a highly supportive, long-established team where your contribution will be valued, your development encouraged, and your career progression genuinely supported. Whether you already have Court of Protection experience or have a strong background managing client finances, this role offers the chance to work on meaningful cases that make a real difference to people's lives. The Role: As a Court of Protection Paralegal, you'll play a vital role in supporting vulnerable clients and ensuring their financial and welfare matters are managed with care, professionalism, and attention to detail. Key Responsibilities: Managing sensitive and confidential client communications regarding financial matters Preparing legal correspondence, reports, and financial documentation Processing payments and handling financial transactions Preparing and managing Court bundles on behalf of solicitors and senior team members Investigating potential financial abuse and welfare concerns Liaising with solicitors, judges, financial advisers, and other external parties Managing a busy central inbox and maintaining effective communication channels Supporting the wider Court of Protection team with a range of administrative and legal tasks We're looking for a compassionate, organised, and proactive individual who thrives in a professional environment. Essential Skills & Experience: Minimum 2-3 years' experience within a professional office environment Previous experience within a legal practice, Court of Protection team, or financial services environment Strong understanding of financial management and welfare-related matters Experience preparing detailed correspondence, reports, court bundles, and financial documentation Excellent organisational skills with strong attention to detail A positive attitude and a client-focused approach What's In It For You? Competitive salary of up to 38,000 Annual bonus scheme Attendance bonus 25 days holiday plus Bank Holidays Private medical insurance Pension scheme Subsidised gym membership Comprehensive health and wellbeing programmes Regular social events, including Summer and Christmas celebrations Employee recognition and award evenings Excellent long-term career development opportunities If you're looking to join a prestigious and growing law firm where you can build a rewarding and long-term career, we'd love to hear from you. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.

About the Trust We're one of the UK's biggest charities and we care for 2,000 miles of canals, rivers, docks and reservoirs because we believe life is better by water. We're looking for people who support our cause and want to make a difference for future generations. Could this be you? Along with our waterways we also manage museums, archives and the country's third largest collection of historic buildings, as well as the nature and wildlife that calls our canals home. All of this enables us to provide wellbeing opportunities for millions of people each year. Join Our Team: Senior Contract & Commercial Lawyer We're excited to welcome a new Senior Contract & Commercial Lawyer to join our Legal division. Navigate your future and lock in your career as we keep our canals open and alive. Working Hours & Location This role follows 37 hours, Monday to Friday working pattern. The vacancy will be offered on a remote working basis, with a requirement to attend our main hub spaces as and when required. Role Overview The Senior Contract & Commercial Lawyer acts as a trusted legal adviser to the Trust, supporting the organisation to manage risk whilst maximising commercial and enterprise opportunities and ensuring value for money. Key Responsibilities: Providing and co-ordinating specialist contract law advice across the full range of the Trust's commercial activities including drafting and negotiating commercial contracts. Providing advice on the Trust's procurement of goods and services, including the tendering of framework contracts for engineering and construction works, IT software and services, professional services, vegetation and environmental management. Drafting key documents regulating the Trust's relationship with its suppliers and customers (e.g. standard terms and conditions, boat licence and mooring terms and conditions). Advising on commercial law aspects of the Trust's business activities (e.g. intellectual property, consumer rights, data protection, subsidy control). Drafting and negotiating funding agreements with third party funders (e.g. lottery funders, local government) and agreements relating to fundraising (e.g. terms and conditions for raffles and fundraising events). Legal interpretation and advice on existing contractual arrangements to clarify the Trust's contractual rights and obligations. Conduct and oversight of commercial contract dispute resolution and litigation. Management of external legal services, including the Trust's panel of specialist law firms (tendering, terms and conditions, performance reviews). About you You are a qualified lawyer in England & Wales with strong experience in complex commercial contracts and procurement. Commercially minded and pragmatic, you provide clear, solution-focused advice and confidently manage negotiations, disputes, and external legal providers. An excellent communicator, you simplify complex legal issues for non-legal colleagues and build strong working relationships across the organisation. You are proactive, driven, and committed to high standards of compliance, health & safety, and safeguarding. Skills & Qualifications: Holds legal qualification recognised by the legal services regulator in England and Wales and can demonstrate extensive post-qualification experience (10+ years PQE or equivalent experience) in leading advice on a broad range of complex and high-value commercial matters. Strong commercial acumen, with a solution-oriented approach to legal advice. High emotional intelligence, enabling effective collaboration and influence across all levels of the organisation. Excellent communication skills, with the ability to present complex legal concepts and risk-analysis clearly to non-legal audiences. Highly motivated, with a proactive approach to supporting the strategic goals of the legal team and wider organisation. Comply with Canal & River Trust Health & Safety policy and defined standards, report incidents, accidents and near misses. Assess the risks and make adjustments to work methods where appropriate. Ensure all equipment (PPE, plant, materials etc.) is appropriate for the task. Consider your own and others behaviour. Be aware of your own responsibilities regarding safeguarding and to support our commitment to providing safe environments and working practises that promote and protect the safety and welfare of children, young people and adults at risk at all times. We reserve the right to close this vacancy early if we receive sufficient suitable applications for the role. Therefore, if you are interested, please submit your application as early as possible. Contact & Application If you have any questions, feel free to reach out to us at . We encourage early applications as we may close the vacancy once we receive enough suitable candidates. What We Offer We offer an annual salary of £68,000. Enjoy a competitive pension scheme, increasing holiday entitlement, and a range of employee benefits. For a full breakdown of our benefits, check out our brochure here: EVP - 1. Learn more: Our values We care passionately for our waterways, and as importantly, for those who look after and use them. We are committed to building a diverse and inclusive workforce where everyone can thrive. We are striving to represent the diverse communities that we are a part of and welcome applicants from across all sectors of the community. We want everyone to have the opportunity to perform at their best during our recruitment process. If you require any reasonable adjustments - whether for a disability, neurodiversity, or health condition - please let us know what you need and how we can support you. We'll work with you to make any necessary changes. All of our jobs can be considered on a part time, flexible or job share basis. We operate a Guaranteed Interview Scheme for disabled applicants who meet the minimum criteria for the role. You are considered disabled under the Equality Act 2010 if you have a physical or mental impairment that has a substantial and long-term negative effect on your ability to carry out normal day-to-day activities. We recognise not everyone who is classified as disabled under the Equality Act personally identifies this way, or with this definition of disability. Please do not let this discourage you from applying under the scheme. At Canal & River Trust, we are committed to fair, transparent, and ethical recruitment practices. As part of our hiring process, we may use AI to analyse applications and support us work more efficiently. However, all hiring decisions - without exception - are made by our hiring managers. To apply, please visit our website via the button below.

Client Contact Senior Consultant Location: Swindon (Hybrid - 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We're looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you'll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor , or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We're Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What's in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You'll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance . This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.