£30,000 - £45,000 Basic Salary (Depending on Experience) Boutique Wealth Management Firm Close-Knit Team Hybrid Working High-Responsibility Support Role An excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London. Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment. The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator. This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process. The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities. The Opportunity This is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients. You will be given significant responsibility from day one, with the opportunity to manage tasks independently, take ownership of processes and proactively support the delivery of client advice. Your responsibilities will include: • Managing incoming client queries and requests in a timely and professional manner • Supporting the preparation of client meetings, including documentation and pre-meeting information • Updating and maintaining accurate client records within Salesforce • Producing suitability letters and supporting documentation • Providing end-to-end financial planning administration support • Liaising with providers and third parties to progress client cases • Monitoring and tracking outstanding tasks to ensure smooth case progression • Taking ownership of workloads and proactively resolving issues where possible • Supporting advisers with general day-to-day client servicing requirements • Ensuring all client records and systems are kept accurate and up to date Requirements • Previous experience within a financial planning, wealth management or IFA environment • Strong understanding of financial services administration processes • Experience working in a structured, client-focused environment • Confident using CRM systems (Salesforce experience advantageous) • Strong organisational skills and ability to manage multiple tasks • High attention to detail and accuracy • Strong communication skills, both written and verbal • Proactive, self-motivated and able to take ownership of work • Ability to work effectively as part of a small, close-knit team What's on Offer • Salary £30,000 - £45,000 depending on experience • Hybrid working arrangement (typically 3-4 days in the office with flexibility) • Central London office location near Covent Garden • Close-knit and supportive team environment • Broad exposure across the full financial planning process • Genuine opportunity to take ownership and add value from day one • Flexible and pragmatic working culture focused on finding the right person rather than rigid structure • Long-term stability within an established boutique wealth management firm Why This Opportunity Stands Out This is a rare opportunity to join a small, established wealth management business where your contribution will be highly visible and genuinely valued. You will be working directly with experienced advisers in a collaborative environment that encourages initiative, responsibility and professional development, making this an excellent role for someone looking to step into a more involved and trusted client support position. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Jul 02, 2026
Full time
£30,000 - £45,000 Basic Salary (Depending on Experience) Boutique Wealth Management Firm Close-Knit Team Hybrid Working High-Responsibility Support Role An excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London. Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment. The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator. This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process. The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities. The Opportunity This is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients. You will be given significant responsibility from day one, with the opportunity to manage tasks independently, take ownership of processes and proactively support the delivery of client advice. Your responsibilities will include: • Managing incoming client queries and requests in a timely and professional manner • Supporting the preparation of client meetings, including documentation and pre-meeting information • Updating and maintaining accurate client records within Salesforce • Producing suitability letters and supporting documentation • Providing end-to-end financial planning administration support • Liaising with providers and third parties to progress client cases • Monitoring and tracking outstanding tasks to ensure smooth case progression • Taking ownership of workloads and proactively resolving issues where possible • Supporting advisers with general day-to-day client servicing requirements • Ensuring all client records and systems are kept accurate and up to date Requirements • Previous experience within a financial planning, wealth management or IFA environment • Strong understanding of financial services administration processes • Experience working in a structured, client-focused environment • Confident using CRM systems (Salesforce experience advantageous) • Strong organisational skills and ability to manage multiple tasks • High attention to detail and accuracy • Strong communication skills, both written and verbal • Proactive, self-motivated and able to take ownership of work • Ability to work effectively as part of a small, close-knit team What's on Offer • Salary £30,000 - £45,000 depending on experience • Hybrid working arrangement (typically 3-4 days in the office with flexibility) • Central London office location near Covent Garden • Close-knit and supportive team environment • Broad exposure across the full financial planning process • Genuine opportunity to take ownership and add value from day one • Flexible and pragmatic working culture focused on finding the right person rather than rigid structure • Long-term stability within an established boutique wealth management firm Why This Opportunity Stands Out This is a rare opportunity to join a small, established wealth management business where your contribution will be highly visible and genuinely valued. You will be working directly with experienced advisers in a collaborative environment that encourages initiative, responsibility and professional development, making this an excellent role for someone looking to step into a more involved and trusted client support position. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.
Job Title: Executive Assistant to the Founder & Director Location : Marylebone, London (Hybrid Working) Salary: £55,000 to £65,000 DOE plus benefits Job Type: Permanent, Full Time. Designed by Woulfe is an internationally recognised luxury interior design studio creating timeless, bespoke interiors for private residential clients worldwide. As the business continues to grow and evolve, we are seeking a highly organised, proactive and resourceful Executive Assistant to provide direct support to the Founder & Director. In this role, you will become a trusted and dependable assistant to the Founder, supporting both professional and personal responsibilities while helping ensure the smooth running of the studio. The Executive Assistant role is varied and fast-paced requiring exceptional attention to detail, strong organisational skills and the ability to manage multiple priorities simultaneously. The Role: The Executive Assistant will provide comprehensive support across diary management, travel planning, financial administration, office operations and project coordination. This role is ideal for someone who enjoys taking ownership, solving problems independently and ensuring that nothing is overlooked. Key Responsibilities: Complex diary and calendar management - coordinating meetings, appointments and events Booking international and domestic travel, accommodation and transport along with preparing detailed travel itineraries Managing personal administration and correspondence Coordinating household matters including maintenance, insurance renewals and service providers Managing personal bills, subscriptions and key documentation Supporting the Founder's commitments outside the studio, including polo season logistics and events Assisting with new business ventures and entrepreneurial projects as they launch Coordinating supplier visits, studio meetings and team events Supporting office management responsibilities and ensuring the studio runs smoothly Maintaining operational systems, procedures and documentation Assisting with company administration and business development activities Helping coordinate company initiatives, launches and special projects About You: You are exceptionally organised, highly proactive and thrive in a fast-moving environment. You enjoy creating order, solving problems and taking ownership of tasks from start to finish. You are someone who naturally thinks ahead, communicates clearly and can be trusted with confidential information. Essential Requirements: Previous experience as an Executive Assistant, Personal Assistant or similar role supporting a senior executive, founder or entrepreneur Exceptional organisational and time-management skills Strong financial administration and expense management experience Advanced Microsoft Excel skills Effective written and verbal communication skills Strong attention to detail and accuracy Ability to prioritise effectively and manage multiple workstreams Highly discreet and trustworthy with confidential information A self-starter who requires minimal supervision Full, clean UK driving licence Right to work in the United Kingdom Comfortable working around dogs & horses Desirable Skills & Experience: Experience supporting a founder, entrepreneur or business owner Experience within luxury, design, property, hospitality or lifestyle sectors Office management experience Experience coordinating international travel Additional language skills Experience using Xero, QuickBooks or similar accounting software Working Arrangement: Hybrid working model Three to four days per week based in our Marylebone studio Flexibility required to support occasional events, travel and business commitments UK or international Why Join Us? This is a unique opportunity to work closely with the Founder of a growing international design studio and play an integral role in the next chapter of the business. You will gain exposure to luxury residential projects, entrepreneurial ventures and a dynamic creative environment while becoming a trusted member of a close-knit team. Candidates with the experience or relevant job titles of: Executive Assistant, Senior Executive Assistant, Personal Assistant, Senior Personal Assistant, Founder's Executive Assistant, Executive & Personal Assistant, Executive Business Partner, Founder's Associate, Chief of Staff, Executive Coordinator, Office Manager, Office & Executive Assistant, Executive Operations Coordinator, Operations Coordinator, Operations Manager, Business Support Manager, Business Support Executive, Administrative Manager, Senior Administrator, Executive Administrator, Executive Office Manager, Studio Manager, Studio Coordinator, Business Manager, Project Coordinator, Project Administrator, may also be considered for this role.
Jul 01, 2026
Full time
Job Title: Executive Assistant to the Founder & Director Location : Marylebone, London (Hybrid Working) Salary: £55,000 to £65,000 DOE plus benefits Job Type: Permanent, Full Time. Designed by Woulfe is an internationally recognised luxury interior design studio creating timeless, bespoke interiors for private residential clients worldwide. As the business continues to grow and evolve, we are seeking a highly organised, proactive and resourceful Executive Assistant to provide direct support to the Founder & Director. In this role, you will become a trusted and dependable assistant to the Founder, supporting both professional and personal responsibilities while helping ensure the smooth running of the studio. The Executive Assistant role is varied and fast-paced requiring exceptional attention to detail, strong organisational skills and the ability to manage multiple priorities simultaneously. The Role: The Executive Assistant will provide comprehensive support across diary management, travel planning, financial administration, office operations and project coordination. This role is ideal for someone who enjoys taking ownership, solving problems independently and ensuring that nothing is overlooked. Key Responsibilities: Complex diary and calendar management - coordinating meetings, appointments and events Booking international and domestic travel, accommodation and transport along with preparing detailed travel itineraries Managing personal administration and correspondence Coordinating household matters including maintenance, insurance renewals and service providers Managing personal bills, subscriptions and key documentation Supporting the Founder's commitments outside the studio, including polo season logistics and events Assisting with new business ventures and entrepreneurial projects as they launch Coordinating supplier visits, studio meetings and team events Supporting office management responsibilities and ensuring the studio runs smoothly Maintaining operational systems, procedures and documentation Assisting with company administration and business development activities Helping coordinate company initiatives, launches and special projects About You: You are exceptionally organised, highly proactive and thrive in a fast-moving environment. You enjoy creating order, solving problems and taking ownership of tasks from start to finish. You are someone who naturally thinks ahead, communicates clearly and can be trusted with confidential information. Essential Requirements: Previous experience as an Executive Assistant, Personal Assistant or similar role supporting a senior executive, founder or entrepreneur Exceptional organisational and time-management skills Strong financial administration and expense management experience Advanced Microsoft Excel skills Effective written and verbal communication skills Strong attention to detail and accuracy Ability to prioritise effectively and manage multiple workstreams Highly discreet and trustworthy with confidential information A self-starter who requires minimal supervision Full, clean UK driving licence Right to work in the United Kingdom Comfortable working around dogs & horses Desirable Skills & Experience: Experience supporting a founder, entrepreneur or business owner Experience within luxury, design, property, hospitality or lifestyle sectors Office management experience Experience coordinating international travel Additional language skills Experience using Xero, QuickBooks or similar accounting software Working Arrangement: Hybrid working model Three to four days per week based in our Marylebone studio Flexibility required to support occasional events, travel and business commitments UK or international Why Join Us? This is a unique opportunity to work closely with the Founder of a growing international design studio and play an integral role in the next chapter of the business. You will gain exposure to luxury residential projects, entrepreneurial ventures and a dynamic creative environment while becoming a trusted member of a close-knit team. Candidates with the experience or relevant job titles of: Executive Assistant, Senior Executive Assistant, Personal Assistant, Senior Personal Assistant, Founder's Executive Assistant, Executive & Personal Assistant, Executive Business Partner, Founder's Associate, Chief of Staff, Executive Coordinator, Office Manager, Office & Executive Assistant, Executive Operations Coordinator, Operations Coordinator, Operations Manager, Business Support Manager, Business Support Executive, Administrative Manager, Senior Administrator, Executive Administrator, Executive Office Manager, Studio Manager, Studio Coordinator, Business Manager, Project Coordinator, Project Administrator, may also be considered for this role.
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.
Jul 01, 2026
Full time
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.
Location: Horsham Job Type: Permanent Full Time Salary: £30,500 per annum Working hours: Monday to Friday, 8:00 to 17:00 What you'll do: Identify client requirements through telephone, Request Portal, and e-mail communications. Raise and manage to completion PPM and reactive Work Orders in a CAFM System to deliver KPIs. Progress both colleagues and suppliers to ensure that EMCOR UK SLAs are met. Record and respond to Compliments and Complaints. Produce Quotations, chase approvals and arrange for work to be carried out via raising Purchase Orders to subcontractors and arranging for access to Site. Maintain and update the CAFM Work Order Records to ensure complete clarity of job progress, managing Work in Progress and ensure timely closure. Achieve closure of Work Orders to financial deadlines to ensure prompt payment. Take ownership for managing Work Orders from the first telephone call through to client feedback following completed works and manage electronic filing. Use your knowledge of a facilities environment to assign the best resources to the type of work being requested, overcome obstacles to completion, and proactively update stakeholders on the progress of works. Identify improvements to standard procedures to ensure that controls exist, and information is shared to proactively protect against risks/service failure. Develop strong relationships with the client, direct customers, colleagues, and subcontractors, sharing knowledge and experience with the wider team. Support the Operational Teams with potential complaint situations and make effective steps to avoid and or resolve these situations and issue reporting in a timely manner, improve performance by identifying individual or trending issues or gaps in service. To comply with instructions relating to security and confidentiality. Support Finance Administrator with invoicing- monthly service and extra works. Maintain paperwork and folder associated with facilities department- timesheets, delivery notes, Ordering of goods for office services- uniform, cleaning consumables & equipment, stationery, H&S items etc. Support the facilities team during busy periods or sickness/annual leave in room set-ups, post room duties, taking deliveries etc. Act as Fire warden and first aider- Full training to be provided Excellent planning and organisational skills with experience of working under pressure Distribute tasks from the help desk to the relevant facilities team Close tasks down after completion by the facilities team Liaise with wider team members to ensure the best resolution, consistent with the contract Liaise with relevant Contract staff and subcontractors in relation to all aspects of service desk requirements and that required information is returned in a timely manner. Respond to queries, amend data and re-issue tasks as required. Carry out monitoring of Agility data to ensure that Helpdesk work orders have been accurately created, assigned, prioritised and categorised in line with contractual KPI's and SLA's This list is not exhaustive, and you may be asked to carry out additional duties from time to time to support the needs of the business. About the role Who you'll be: Experience of delivering excellent customer service in a client facing environment. Experience of working in a diverse, busy, and challenging environment. Result Driven and the ability to plan, organise and work independently. Effective organisational skills. Excellent written and verbal communication skills. Excellent attention to detail and understanding of numerical data. Experience in managing complex administration using a CAFM System or equivalent. Advanced knowledge of MS Outlook, Word, Excel & PowerPoint. Takes ownership and accountability and demonstrates commitment, loyalty, and flexibility. Knowledge of work permit process and clear understanding of risk Assessments and Method Statements. At EMCOR UK, we embrace and celebrate diversity in all its forms. We welcome applicants from all backgrounds and experiences, regardless of age, race, gender, sexual orientation, religion, disability, or any other characteristic that makes you unique. We believe that a diverse and inclusive workforce fosters creativity, innovation, and better problem-solving. We encourage applications from all candidates and are committed to providing equal opportunities for employment and growth, supported by our inclusive policies and practices. Join us in our endeavour to build a culture of mutual respect and equity, a place where every voice is heard, and every individual is championed. Join us in building a better world at work.
Jun 30, 2026
Full time
Location: Horsham Job Type: Permanent Full Time Salary: £30,500 per annum Working hours: Monday to Friday, 8:00 to 17:00 What you'll do: Identify client requirements through telephone, Request Portal, and e-mail communications. Raise and manage to completion PPM and reactive Work Orders in a CAFM System to deliver KPIs. Progress both colleagues and suppliers to ensure that EMCOR UK SLAs are met. Record and respond to Compliments and Complaints. Produce Quotations, chase approvals and arrange for work to be carried out via raising Purchase Orders to subcontractors and arranging for access to Site. Maintain and update the CAFM Work Order Records to ensure complete clarity of job progress, managing Work in Progress and ensure timely closure. Achieve closure of Work Orders to financial deadlines to ensure prompt payment. Take ownership for managing Work Orders from the first telephone call through to client feedback following completed works and manage electronic filing. Use your knowledge of a facilities environment to assign the best resources to the type of work being requested, overcome obstacles to completion, and proactively update stakeholders on the progress of works. Identify improvements to standard procedures to ensure that controls exist, and information is shared to proactively protect against risks/service failure. Develop strong relationships with the client, direct customers, colleagues, and subcontractors, sharing knowledge and experience with the wider team. Support the Operational Teams with potential complaint situations and make effective steps to avoid and or resolve these situations and issue reporting in a timely manner, improve performance by identifying individual or trending issues or gaps in service. To comply with instructions relating to security and confidentiality. Support Finance Administrator with invoicing- monthly service and extra works. Maintain paperwork and folder associated with facilities department- timesheets, delivery notes, Ordering of goods for office services- uniform, cleaning consumables & equipment, stationery, H&S items etc. Support the facilities team during busy periods or sickness/annual leave in room set-ups, post room duties, taking deliveries etc. Act as Fire warden and first aider- Full training to be provided Excellent planning and organisational skills with experience of working under pressure Distribute tasks from the help desk to the relevant facilities team Close tasks down after completion by the facilities team Liaise with wider team members to ensure the best resolution, consistent with the contract Liaise with relevant Contract staff and subcontractors in relation to all aspects of service desk requirements and that required information is returned in a timely manner. Respond to queries, amend data and re-issue tasks as required. Carry out monitoring of Agility data to ensure that Helpdesk work orders have been accurately created, assigned, prioritised and categorised in line with contractual KPI's and SLA's This list is not exhaustive, and you may be asked to carry out additional duties from time to time to support the needs of the business. About the role Who you'll be: Experience of delivering excellent customer service in a client facing environment. Experience of working in a diverse, busy, and challenging environment. Result Driven and the ability to plan, organise and work independently. Effective organisational skills. Excellent written and verbal communication skills. Excellent attention to detail and understanding of numerical data. Experience in managing complex administration using a CAFM System or equivalent. Advanced knowledge of MS Outlook, Word, Excel & PowerPoint. Takes ownership and accountability and demonstrates commitment, loyalty, and flexibility. Knowledge of work permit process and clear understanding of risk Assessments and Method Statements. At EMCOR UK, we embrace and celebrate diversity in all its forms. We welcome applicants from all backgrounds and experiences, regardless of age, race, gender, sexual orientation, religion, disability, or any other characteristic that makes you unique. We believe that a diverse and inclusive workforce fosters creativity, innovation, and better problem-solving. We encourage applications from all candidates and are committed to providing equal opportunities for employment and growth, supported by our inclusive policies and practices. Join us in our endeavour to build a culture of mutual respect and equity, a place where every voice is heard, and every individual is championed. Join us in building a better world at work.
Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change. Job Description Investment research and networking Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee. Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team. Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required. Investment Governance Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation. Review best practice in charity investment governance and work with the Investment Director to implement any changes. The Foundation is a signatory to Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment. You will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make. Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation. Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders. Develop strategies to bolster our engagement, influencing, voting and responsible investment activities. Investment Transactions and Treasury Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies. Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending. Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.Business planning and market analysis Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling. Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.General Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies. Work with the Finance Team to ensure that appropriate systems and controls are in place. Be the GDPR lead for the investment function. Act as a source of technical investment expertise for the organisation answering queries from colleagues. Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions. Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets Relationship Management of Investment Committees or similar Financial Modelling and significant mathematical and technical expertise CFA or equivalent as well as experience of managing investment assets Additional skills to consider including in the JD which have been taken from other role descriptions found online: Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential What's on Offer Competitive salary to be discussed over the phone Opportunity to work with a respected not-for-profit organisation. A permanent position with long-term career progression potential. The chance to contribute to impactful and ethical investment initiatives. 25 days leave per annum (15 day pro rata), plus statutory holidays. The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins. Life Income Protection and Life Assurance Scheme available from the date your employment begins. Private Medical Insurance with BUPA (once probation is complete, subject to tax) Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings. PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5- 11 Leeke Street, London WC1X 9HY. We are open to discussing flexible working arrangements.
Jun 30, 2026
Full time
Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change. Job Description Investment research and networking Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee. Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team. Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required. Investment Governance Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation. Review best practice in charity investment governance and work with the Investment Director to implement any changes. The Foundation is a signatory to Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment. You will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make. Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation. Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders. Develop strategies to bolster our engagement, influencing, voting and responsible investment activities. Investment Transactions and Treasury Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies. Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending. Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.Business planning and market analysis Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling. Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.General Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies. Work with the Finance Team to ensure that appropriate systems and controls are in place. Be the GDPR lead for the investment function. Act as a source of technical investment expertise for the organisation answering queries from colleagues. Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions. Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets Relationship Management of Investment Committees or similar Financial Modelling and significant mathematical and technical expertise CFA or equivalent as well as experience of managing investment assets Additional skills to consider including in the JD which have been taken from other role descriptions found online: Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential What's on Offer Competitive salary to be discussed over the phone Opportunity to work with a respected not-for-profit organisation. A permanent position with long-term career progression potential. The chance to contribute to impactful and ethical investment initiatives. 25 days leave per annum (15 day pro rata), plus statutory holidays. The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins. Life Income Protection and Life Assurance Scheme available from the date your employment begins. Private Medical Insurance with BUPA (once probation is complete, subject to tax) Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings. PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5- 11 Leeke Street, London WC1X 9HY. We are open to discussing flexible working arrangements.
Investment Manager City of London Permanent £90,000 - £150,000 per year Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change. Job Description Investment research and networking Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee. Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team. Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required.Investment Governance Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation. Review best practice in charity investment governance and work with the Investment Director to implement any changes. The Foundation is a signatory to Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment. You will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make. Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation. Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders. Develop strategies to bolster our engagement, influencing, voting and responsible investment activities.Investment Transactions and Treasury Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies. Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending. Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.Business planning and market analysis Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling. Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.General Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies. Work with the Finance Team to ensure that appropriate systems and controls are in place. Be the GDPR lead for the investment function. Act as a source of technical investment expertise for the organisation answering queries from colleagues.Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions. Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets Relationship Management of Investment Committees or similar Financial Modelling and significant mathematical and technical expertise CFA or equivalent as well as experience of managing investment assets Additional skills to consider including in the JD which have been taken from other role descriptions found online: Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential What's on Offer Competitive salary to be discussed over the phone Opportunity to work with a respected not-for-profit organisation. A permanent position with long-term career progression potential. The chance to contribute to impactful and ethical investment initiatives. 25 days leave per annum (15 day pro rata), plus statutory holidays. The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins. Life Income Protection and Life Assurance Scheme available from the date your employment begins. Private Medical Insurance with BUPA (once probation is complete, subject to tax) Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings. PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5- 11 Leeke Street, London WC1X 9HY. We are open to discussing flexible working arrangements.
Jun 30, 2026
Full time
Investment Manager City of London Permanent £90,000 - £150,000 per year Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change. Job Description Investment research and networking Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee. Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team. Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required.Investment Governance Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation. Review best practice in charity investment governance and work with the Investment Director to implement any changes. The Foundation is a signatory to Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment. You will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make. Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation. Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders. Develop strategies to bolster our engagement, influencing, voting and responsible investment activities.Investment Transactions and Treasury Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies. Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending. Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.Business planning and market analysis Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling. Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.General Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies. Work with the Finance Team to ensure that appropriate systems and controls are in place. Be the GDPR lead for the investment function. Act as a source of technical investment expertise for the organisation answering queries from colleagues.Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions. Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets Relationship Management of Investment Committees or similar Financial Modelling and significant mathematical and technical expertise CFA or equivalent as well as experience of managing investment assets Additional skills to consider including in the JD which have been taken from other role descriptions found online: Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential What's on Offer Competitive salary to be discussed over the phone Opportunity to work with a respected not-for-profit organisation. A permanent position with long-term career progression potential. The chance to contribute to impactful and ethical investment initiatives. 25 days leave per annum (15 day pro rata), plus statutory holidays. The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins. Life Income Protection and Life Assurance Scheme available from the date your employment begins. Private Medical Insurance with BUPA (once probation is complete, subject to tax) Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings. PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5- 11 Leeke Street, London WC1X 9HY. We are open to discussing flexible working arrangements.
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
As our financial advisory business continues to grow, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, which is located in Dyrham (between Bristol, Chippenham and Bath). The role: Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers. This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment, however full training will be provided. We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience. We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh. About us: Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust. At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our people ahead of process ethos means that clients and employees remain at the core of everything we do. We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan. Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base. Salary: Dependent on experience. We offer: A competitive package and benefits. A great team to work with! To Apply: If you ve had at least three years experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please get in touch with a cover note and accompanying CV. Schedule: Monday to Friday Work Location: Bristol Head Office Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY
Sep 23, 2025
Full time
As our financial advisory business continues to grow, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, which is located in Dyrham (between Bristol, Chippenham and Bath). The role: Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers. This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment, however full training will be provided. We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience. We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh. About us: Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust. At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our people ahead of process ethos means that clients and employees remain at the core of everything we do. We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan. Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base. Salary: Dependent on experience. We offer: A competitive package and benefits. A great team to work with! To Apply: If you ve had at least three years experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please get in touch with a cover note and accompanying CV. Schedule: Monday to Friday Work Location: Bristol Head Office Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY
