227 jobs found

Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

£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.

Support a team of experienced Financial Planners working with high net worth clients, within a well structured and well resourced private wealth environment. This is a strong opportunity for an experienced Financial Planning Administrator who enjoys working closely with advisers and playing a key role in delivering a high quality, efficient client experience. You'll be part of a professional support team where processes, systems and workflow are clearly defined, allowing you to focus on delivering excellent outcomes rather than firefighting. You'll support Partners working with high value client relationships, helping to manage the full client journey from pre meeting preparation through to new business completion and ongoing servicing. About the firm Our client is a well established national financial planning firm with a strong presence across the UK. They have built a reputation for delivering high quality advice to high net worth clients, supported by robust internal processes and a collaborative team structure. The culture is professional, supportive and team led, with a clear focus on service excellence and long term client relationships. The business invests heavily in systems, training and development to ensure staff are equipped to deliver at a high standard. What you'll do Provide day to day administrative support to Financial Planners, acting as a key point of contact Prepare for client meetings, including gathering information and producing client packs Manage the end to end new business process, ensuring all documentation is complete and compliant Submit applications and liaise with providers through to completion, keeping all parties updated Maintain accurate client records and track workflow to ensure visibility across cases Work closely with paraplanners and advisers to ensure smooth delivery of client outcomes Build strong working relationships with advisers, clients and internal teams Ensure all work is carried out in line with FCA and internal compliance requirements What you'll need Experience working in a Financial Planning or IFA administrative role Good knowledge of pensions and investments Experience supporting advisers with high net worth clients Benefits 25 days holiday, increasing annually up to 30 days Competitive salary plus bonus Pension contributions matched Life assurance Income protection Access to financial advice within the business Additional lifestyle benefits including discount portal and support schemes If you're interested, please click Apply now or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

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.

Business Quality Assessor Norwich or surrounding area Remote working with onsite presence as and when required Full-Time Up to £40,000 per annum 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 detail-oriented Business Quality Assessor to oversee the quality of mortgage and protection advice delivered by one of the largest Appointed Representative (AR) within their network. This role is critical in ensuring that all regulated advice meets regulatory standards, internal policies, and customer outcomes in line with Financial Conduct Authority (FCA) expectations, including Consumer Duty requirements. Key Tasks Quality Assurance and File Review: Conduct detailed reviews of mortgage and protection files and calls to assess compliance with FCA regulations and internal standards. Assess suitability of advice, documentation quality, and customer outcomes. Identify trends, risks, and systemic issues across the AR firm. Operate independently in the assessment of file and call quality, ensuring objective and unbiased QA outcomes, aligned to the network s compliance framework. Oversight of Appointed Representative (AR): Provide oversight and challenge to AR leadership on quality standards and risk areas. Support the AR in maintaining robust compliance frameworks. Coaching and Development: Coach and support advisers to improve advice quality, documentation standards and regulatory understanding. Tailor feedback to encourage behavioural change and continuous improvement. Regulatory and Policy Alignment: Maintain up-to-date knowledge of FCA rules, including MCOB and ICOBS. Ensure internal QA frameworks reflect current regulatory expectations. Experience Essential: Significant experience in mortgage and protection advice file checking / QA. Strong knowledge of FCA regulations, including MCOB, ICOBS, and Consumer Duty. Experience working with or overseeing an Appointed Representative (AR) model. Strong ability to deliver constructive feedback and influence adviser behaviour. Ability to assess suitability of advice and identify conduct risk. Excellent written and verbal communication skills. Strong analytical skills with attention to detail. Desirable: Relevant qualifications (e.g. CeMAP, or equivalent mortgage qualification). Experience within a network, directly authorised firm, or compliance consultancy. Experience dealing with large or complex AR firms. Leadership or mentoring experience. Second charge mortgage experience. 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. A real desire to provide support and to assist firms to stay safe in the business environment. 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. This role will involve occasional travel to AR offices therefore full driving licence is needed. Home working is available when not on site.

Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Salary: Up to £26,000 - £30,000 Outskirts Wolverhampton, West Midlands Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways . About the Company This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients. Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.

Brook Street Recruitment is partnering with one of our Wealth Management clients to recruit a qualified Financial Adviser for their growing Belfast team. This employed adviser opportunity is ideal for an experienced, client-focused professional who is Level 4 Diploma qualified and confident delivering regulated advice across pensions, investments, and protection. You will inherit and develop an existing client portfolio, providing high-quality ongoing advice, conducting annual reviews, and identifying new opportunities through trusted client relationships and referrals. The role offers strong administrative support, modern systems, and the opportunity to build a long-term career within one of Northern Ireland's leading and fastest-growing financial advice firms. About the Company Our client is an appointed representative of The Openwork Partnership, one of the UK's largest and most respected financial advice networks. With offices across the UK, the business provides holistic financial planning services, offering clients access to a carefully selected range of products and investment solutions tailored to their individual needs. Their mission is to help clients make confident financial decisions through clear, professional, and personalised advice. The Role As a Financial Adviser, you will deliver compliant, client-focused financial advice to an established portfolio of clients across pensions, investments, and protection planning. Working closely with the central administration and support teams, you will ensure outstanding client experience, maintain high servicing standards, and contribute to the continued growth and success of the business. Key Responsibilities Deliver regulated financial advice in line with company standards and The Openwork Partnership framework Manage and develop relationships within an existing client bank. Conduct annual reviews and provide ongoing holistic financial planning advice Advise clients across pensions, investments, and protection products. Identify additional advice opportunities through client relationships and referrals. Ensure all advice is compliant, fully documented, and aligned with Consumer Duty requirements. Work collaboratively with administration and para-planning teams to ensure smooth case progression. Maintain accurate and up-to-date client records using CRM and back-office systems. Support wider business objectives through professionalism, consistency, and high-quality advice delivery. Skills & Experience Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential. Proven experience delivering regulated financial advice across pensions and investments. Strong technical knowledge of pensions, investments, taxation, and protection planning. Excellent communication and relationship management skills. Client-focused with strong organisational skills and attention to detail. Ability to operate within structured advice and compliance processes. Experience within The Openwork Partnership network is advantageous but not essential. Salary & Benefits Competitive basic salary, depending on experience. Performance-related bonus linked to advice activity, client servicing, and quality measures. Private medical insurance. Death in Service benefit. Employer pension contribution. Existing client bank provided. Full administration and operational support. Long-term career development within a growing and established financial advice business. Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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)

£30,000 - £33,000 basic + uncapped commission (OTE £100k+) + career growth + flexible benefits Are you an experienced Protection Adviser with expertise in Business Protection, Group Protection, and Inheritance Tax looking to work on more complex, high-value cases? At LifeSearch, we've spent over 25 years leading the way in protection advice. We're now entering one of the most exciting phases of our journey expanding partnerships, investing across the business, and building deeper expertise in high-value areas like Business Protection, Group Protection, and Inheritance Tax. We have a rare opportunity available at LifeSearch within our growing specialist team, offering the chance to work with larger cases and clients who need expert protection advice at the highest level. What you'll be doing: Advising engaged clients (individuals and businesses) who are actively seeking protection solutions Delivering tailored recommendations across Business Protection, Group Protection, and Inheritance Tax planning Handling complex cases, including underwriting nuances and technical queries Collaborating with key partners by sharing insights, feedback, and case studies Developing and maintaining long-term relationships with key wealth management partners. What we're looking for: Proven experience writing Business Protection and Inheritance Tax cases (essential) Exposure to Group Protection (desirable, not essential) Strong experience working with high-net-worth wealth management clients In-depth knowledge of Personal Protection, Business Protection and Inheritance Tax products. Confidence handling complex, technical client needs A proactive, ownership-driven mindset with a focus on continuous development A collaborative approach and willingness to support team success Someone who wants to play a key role in elevating the wider team by sharing knowledge and helping drive technical excellence Someone who wants to deepen their technical expertise, work on more complex and high-value cases, and become a go-to expert within the business R05 qualification (preferred but not essential) What's in it for you: £30k-£33k basic salary + uncapped commission (realistic OTE £100k+, with scope to exceed) Opportunity to specialise in high-value areas like Business Protection & IHT Consistent flow of high-quality, engaged client leads Ongoing training, coaching, and advanced technical development Flexible / hybrid / remote working options across the UK Flexible benefits package tailored to what matters most to you Apply today and take the next step in your specialist protection career!

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

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

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.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We're looking for a Employee Benefits Administrator to join our growing Employee Benefits team at Titan Wealth. This is a fantastic opportunity to build your career within a collaborative, fast-paced environment where you'll support the delivery of high-quality Group Risk and Healthcare solutions. You'll work closely with Consultants, clients and insurers to ensure a seamless service-playing a key role in managing client queries, supporting renewals and maintaining accurate scheme data. As part of our Client Support team, you'll be responsible for supporting a portfolio of clients across Group Risk and Healthcare schemes, ensuring a high standard of service and accuracy at all times. Responsibilities Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner Support the renewal process, including: Collecting and validating membership data Liaising with insurers for quotations Preparing draft recommendation reports Produce and issue annual accounts accurately and within agreed timescales Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders Monitor outstanding payments and proactively follow up with clients Assist with invoicing, ensuring accuracy and timely processing Manage mid-term adjustments, including joiners and leavers across schemes Maintain accurate and up-to-date records across internal systems Build strong relationships with clients, consultants and insurers Prioritise workload effectively to meet deadlines across multiple client requirements What we're looking for Skills High attention to detail, particularly when working with complex data Strong organisational skills with the ability to manage multiple priorities Clear and professional communication, both written and verbal A methodical and structured approach to problem-solving Strong Excel and MS Office skills, with the ability to analyse and reconcile data Proactive mindset with a sense of ownership and accountability A collaborative team player who supports wider business goals Experience Essential: Experience in an administration or client support role Experience working to deadlines/SLA-driven environments Strong stakeholder management skills (internal and external) Experience maintaining accurate records and ensuring data integrity Ability to prioritise and manage workload effectively Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty) Desirable: Experience within financial services or insurance Exposure to employee benefits or group risk administration Knowledge of: Group Income Protection (GIP) Group Life Assurance (GLA) Private Medical Insurance (PMI) Understanding of workplace pensions administration Experience supporting renewal processes Qualifications Relevant qualifications are desirable but not essential Working towards or holding a CII qualification would be advantageous Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Location: Newcastle upon Tyne Hybrid Working: 1 day office / 4 days home Salary: 55,000 Basic + Bonus (OTE 80,000) The Opportunity Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses. This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration. With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential. The Role Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including: Pensions Investments Retirement Planning Protection Tax Planning Wealth Management Solutions You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice. What's Different About This Opportunity? Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity. Paraplanners receive additional payments for completed Advice Reports, with many team members producing around two reports per day. This means: 55,000 basic salary Realistic OTE of circa 80,000 Clear link between output and earnings About You We would be interested in speaking with candidates who are: Level 4 Diploma qualified Part-qualified and actively studying Qualified by experience within a paraplanning role You will ideally have experience producing suitability reports and supporting advisers within a regulated wealth management environment. Benefits 55,000 basic salary OTE circa 80,000 Hybrid working (1 day office / 4 days home) Established and growing technical planning team Long-term career progression Supportive and collaborative culture

£30,000 £33,000 basic + uncapped commission (OTE £100k+) + career growth + flexible benefits Are you an experienced Protection Adviser with expertise in Business Protection, Group Protection, and Inheritance Tax looking to work on more complex, high-value cases? At LifeSearch, we ve spent over 25 years leading the way in protection advice. We re now entering one of the most exciting phases of our journey expanding partnerships, investing across the business, and building deeper expertise in high-value areas like Business Protection, Group Protection, and Inheritance Tax. We have a rare opportunity available at LifeSearch within our growing specialist team, offering the chance to work with larger cases and clients who need expert protection advice at the highest level. What you ll be doing: Advising engaged clients (individuals and businesses) who are actively seeking protection solutions Delivering tailored recommendations across Business Protection, Group Protection, and Inheritance Tax planning Handling complex cases, including underwriting nuances and technical queries Collaborating with key partners by sharing insights, feedback, and case studies Developing and maintaining long-term relationships with key wealth management partners. What we re looking for: Proven experience writing Business Protection and Inheritance Tax cases (essential) Exposure to Group Protection (desirable, not essential) Strong experience working with high-net-worth wealth management clients In-depth knowledge of Personal Protection, Business Protection and Inheritance Tax products. Confidence handling complex, technical client needs A proactive, ownership-driven mindset with a focus on continuous development A collaborative approach and willingness to support team success Someone who wants to play a key role in elevating the wider team by sharing knowledge and helping drive technical excellence Someone who wants to deepen their technical expertise, work on more complex and high-value cases, and become a go-to expert within the business R05 qualification (preferred but not essential) What s in it for you: £30k £33k basic salary + uncapped commission (realistic OTE £100k+, with scope to exceed) Opportunity to specialise in high-value areas like Business Protection & IHT Consistent flow of high-quality, engaged client leads Ongoing training, coaching, and advanced technical development Flexible / hybrid / remote working options across the UK Flexible benefits package tailored to what matters most to you Apply today and take the next step in your specialist protection career!

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.

Mortgage Advisor / Mortgage Broker (Self-Employed) - Evesham Salary: OTE £60,000 - £90,000+ (Uncapped Earnings) Location: Evesham Job Type: Self-Employed, Full-Time Working Pattern: Hybrid (Home & Branch Based) An exciting opportunity has arisen for an experienced Mortgage Advisor / Mortgage Broker to join a successful and established estate agency business covering Evesham. This role offers immediate access to a strong pipeline of mortgage leads, established introducer relationships, and the opportunity to build a highly profitable mortgage desk while enjoying the flexibility of self-employment. What's on Offer Generous commission splits Uncapped earning potential OTE £60,000 - £90,000+ Consistent estate agency lead flow Hybrid working flexibility Existing client opportunities Enhanced commission on self-generated business Strong protection sales opportunities Responsibilities Provide whole-of-market mortgage and protection advice Manage estate agency and self-generated leads Conduct client appointments face-to-face, by telephone and video Build strong relationships with introducers and estate agency teams Generate additional business through referrals and existing clients Ensure all advice is delivered compliantly Requirements CeMAP qualified (or equivalent) Competent Adviser Status (CAS) Previous mortgage advisory experience Strong communication and relationship-building skills Full UK driving licence Existing client bank advantageous If you are an ambitious Mortgage Advisor looking to maximise your earning potential whilst benefiting from a steady flow of quality leads, we'd like to hear from you.

Intellectual Property Disputes Associate London 3-6 PQE You must have prior law firm experience to be considered for this role. An award-winning specialist law firm, recognised as one of the UK's leading advisers to the media, technology, entertainment and digital sectors, is seeking a talented Intellectual Property Disputes Associate to join its highly regarded London team. This is an outstanding opportunity for an ambitious Intellectual Property Disputes Associate to work alongside some of the most respected lawyers in the market, advising household-name brands, broadcasters, technology businesses, streaming platforms, gaming companies, publishers, sports organisations, creators and innovative growth businesses on complex and high-profile disputes. The successful Intellectual Property Disputes Associate will join a collaborative and entrepreneurial environment where lawyers are encouraged to take ownership of matters, build client relationships and develop genuine sector expertise. The firm's client base spans some of the world's most recognised brands and cutting-edge businesses operating at the forefront of technology, media and entertainment. The Intellectual Property Disputes Associate Role The Intellectual Property Disputes Associate will advise on a broad range of contentious intellectual property matters, often involving complex commercial, reputational and strategic considerations. Work is likely to include: Trade mark infringement and enforcement matters Copyright disputes across digital, media and entertainment sectors Brand protection and anti-counterfeiting strategies Domain name and online enforcement issues Design right disputes Passing off claims Confidential information and trade secrets disputes Advertising and marketing-related disputes Content and digital platform disputes High Court litigation, alternative dispute resolution and settlement negotiations Cross-border IP enforcement strategies The Intellectual Property Disputes Associate will have direct client exposure from the outset and will work closely with partners who are recognised leaders within the intellectual property and media sectors. The Firm This specialist London practice has built an enviable reputation advising organisations operating where technology, media, intellectual property and innovation intersect. Unlike many traditional City firms, the practice offers lawyers the opportunity to become true sector specialists, advising clients that shape the way people consume media, entertainment and technology globally. The culture is widely regarded as collaborative, entrepreneurial and refreshingly non-hierarchical. Associates are given meaningful responsibility, encouraged to contribute commercially and supported in developing long-term client relationships. The successful candidate is likely to have: Between 3 and 6 years' PQE Strong experience handling contentious intellectual property matters Excellent academic credentials Experience gained within a respected commercial law firm or specialist IP practice Strong drafting, advocacy support and strategic advisory skills Confidence managing client relationships Commercial awareness and genuine interest in media, technology and entertainment sectors Experience of High Court litigation would be advantageous Why Apply? Join one of the UK's most respected specialist practices Work with market-leading partners and high-profile clients Exposure to complex, cutting-edge intellectual property disputes Genuine responsibility and client contact Strong progression opportunities Collaborative and supportive culture Opportunity to develop specialist expertise within media, technology and entertainment For an Intellectual Property Disputes Associate looking to move beyond traditional commercial litigation and work at the forefront of intellectual property, media and technology law, this represents an exceptional opportunity.