29 jobs found

Team Administration Assistant 30,000 - 32,000 DOE Permanent, Full Time 8:30am - 5:30pm City of London - Near Liverpool Street Station This is an excellent opportunity for an organised, proactive, and client-focused individual to join a successful financial planning team. Working closely with several Financial Advisers, you will play a key role in delivering an exceptional client experience while supporting the efficient management of client relationships, business processing, and regulatory requirements. The role would suit someone with a genuine interest in financial services, strong administrative skills, and a passion for providing outstanding support in a fast-paced environment. Key Responsibilities: Act as a primary contact for client administration and onboarding activities, ensuring a seamless client journey. Conduct Anti-Money Laundering (AML) and compliance checks in accordance with regulatory standards. Accurately upload and maintain client records, including digitising Client Financial Reviews (CFRs) and updating internal systems. Process new business applications from submission through to completion, ensuring all requirements are met efficiently. Liaise with clients to obtain outstanding documentation, application forms, and funds required to progress cases. Prepare and draft Suitability Reports and associated documentation for investment recommendations. Monitor and manage the new business pipeline, tracking cases and resolving any issues to ensure timely completion. Coordinate client communications, including birthday greetings, electronic correspondence, and postal enquiries. Build strong relationships with advisers, administration teams, and external providers to resolve operational and client-related queries. Process policy servicing requests, including encashments, surrenders, and premium amendments. Maintain accurate, compliant, and up-to-date client information across all systems and records. Assist with client events, marketing activities, and broader team support initiatives. Support the firm's paperless working practices through effective document management and digital record keeping. Contribute to business improvement projects and provide general administrative support as required. Requirements: Previous experience within a financial services environment. Exceptional attention to detail and a commitment to maintaining high levels of accuracy. Strong analytical, organisational, and problem-solving skills. Professional, personable, and confident communication skills when dealing with clients and colleagues. Proven experience in an administrative or client support role. An understanding of the expectations and service requirements of high-net-worth clients. Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint. Background in administration, client servicing, customer support, financial planning support, or a similar role within the industry. This is an exciting opportunity to grow your career in a professional and exciting environment. You will be part of a collaborative team, contributing to the overall success of the organisation. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.

Money and Benefits Adviser We are looking for a dedicated and experienced Generalist Adviser working as a Money and Benefits Caseworker. This is an exciting opportunity to provide specialist welfare benefits advice and casework to people affected by cancer, helping them navigate financial challenges and access the support they are entitled to click apply for full job details

Our client based in York is looking for a proactive, experienced Residential Property Legal Assistant to join their growing and dynamic team. Travel to other offices THE ROLE: Type and proofread correspondence and legal documents. File, open/close, store, and retrieve client files per procedures. Prepare and send mail with correct enclosures. Handle copying tasks when needed. Manage Legal Adviser's diary, meetings, and appointments. Support secretarial team and collaborate effectively. Assist clients in person and by phone professionally. Answer calls promptly and relay messages accurately. Participate in training and self-development. Maintain confidentiality of all firm and client information. Open and manage Proclaim files per risk procedures. Format complex documents, including leases and tracked changes. Follow firm standards for document handling and software use. Manage deeds per procedure, including daily strong-room handling. Comply with money laundering regulations. Prepare invoices, accounts documents, and completion statements. Conduct company and property searches. Use Land Registry Portal for registrations and searches. Submit SDLT forms online. THE CANDIDATE: Prior experience in Residential Property law. Flexibility to travel to other local offices THE COMPANY: A growing and dynamic law firm. THE CONSULTANCY: Edwards & Pearce acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Edwards & Pearce is an Equal Opportunities Employer.

We're looking for talented estate agents with the drive to build their own business as a Territory Owner under the Yopa franchise. Yopa is one of the largest estate agency brands in the UK. Our service rivals the high street, while our unique technology-led offering gives customers a reason to choose us over the competition. We sell homes for a fair fixed fee that saves the average customer £2,800 (£6,000 in London), while also offering a No Sale, No Fee option that isn't available with our main competitors. Our award-winning hybrid service has been named the best of its kind in the UK, and we're rated 'excellent' by Trustpilot based on thousands of customer reviews. As a Territory Owner, you will have your own postcodes and the opportunity to grow your business without limits, with full control over your own agenda and helped by a team of Territory Managers. You'll be building your own agency, but far from being alone, you will be part of a close-knit regional team and benefit from everything Yopa has to offer in terms of business support, including: Fantastic free lead generation, with a focus on quality, from the central Yopa team with appointments booked in for you. Extra financial incentive for self-generated leads. Multiple revenue streams to help you diversify your business and income, including rewards for referring customers to our partnered conveyancers and our sister company Scout Financial Services. The option to set your own commission rates with No Sale, No Fee. The autonomy to run your own business with flexible hours that fit your existing commitments, and the freedom to employ your own team. No earnings cap - the only limit is your potential. An in-house marketing team providing personalised support, with free money every month to spend on marketing materials. Unique schemes that help you build your business's visibility in the local area, such as Yopa's successful Tech for Schools sponsorship programme. The full support of a team in our Contact Centres, including your own Personal Property Adviser to help your business stay in touch with your customers. Ongoing training and support from the Learning and Development team, mentorship from your Regional Director, and regular meetings with fellow colleagues and business owners. In return, we're looking for estate agents who: Already have strong experience in the world of estate agency, with a proven track record in valuing and listing homes, and who can confidently see the buying and selling journey through to completion. Demonstrate exceptional levels of customer service, with the willingness to help customers outside of 'office hours' and go the extra mile for that sale. Self-starters with the drive to build a long-term business that goes beyond the end of the month or the next paycheck. If you're a passionate estate agent who wants to own your own business, benefit from first-in-class support, and help build the future of estate agency, we want to hear from you!

Director of Talent Acquisition London Permanent New office opening 1 March ,000 to 130,000 depending on experience, plus uncapped bonus If you have built your career hiring salespeople, this is the role you have been waiting for. A highly successful, privately owned UK finance group is opening a brand new London office in March 2027. You will be the person who staffs it. Not by briefing agencies, and not by directing a team. Personally, on the telephone, in back to back interviews, from the first hire to the hundredth. The people you will be hiring are brokers. Young, ambitious, money motivated, comfortable picking up the phone and hearing no. If you have spent your working life recruiting that person, whatever you happened to call them, you already know how to do this job. The hiring you will own In the region of 20 to 30 brokers a year, alongside a graduate intake starting at five to ten and growing toward around 60 graduates a year in two cohorts as the operation matures. Plus the underwriting, operations, technology and corporate hires that come with building an office from nothing. You will personally headhunt, screen and first stage interview effectively all of it, then present clean shortlists to the Chief Operating Officer, who makes the final decision. He is fast, he is decisive, and he will back your judgement once you have earned it. This might be you The job title on your CV matters far less to us than who you have been hiring. You will be a strong fit if you have come from any of the following. Internal talent or internal recruitment at a recruitment group, hiring trainee and experienced consultants at volume, running graduate intakes and assessment centres. Talent acquisition at a broker, a lender, a commercial finance business or a specialist bank. Running an adviser, broker or agent academy for a wealth manager, an insurance broker or a mortgage network. Campus or early careers recruitment for a sales or operations graduate scheme, at scale, through assessment centres. Talent or resourcing for an estate agency, a media sales business or any organisation that hires commission led salespeople in numbers. Managing a recruitment branch, region or division, where you personally hired, trained and built your own team year after year. If your recent hiring has been software engineers, scientists or corporate functions, this is probably not the right role for you, however senior. The work here is sales recruitment, five days a week. What you will build This is a founding hire. Reporting to the Chief Operating Officer, you will own recruitment end to end for the new operation and shape what the division becomes. You will hire and lead one senior direct report to start, with the budget and the mandate to grow a team around you as volumes rise. You will design the graduate programme, build the pipelines and the processes that make volume repeatable, and create a presence in a city where this business is not yet known. The financial backing is real and the growth plan is committed. This is not a role that will be quietly scaled back in year two. One thing to be clear about This business assesses people for psychology and cultural fit, not just competence, and it has a method it believes in. You will be expected to learn that method and apply it consistently rather than import your own. You will be given the approach and the coaching to master it, and you will be working alongside someone genuinely good at it. If you are excited by learning a sharper way of reading people, you will enjoy this enormously. If you would rather run your own way of interviewing, this is not the role. Location London based, ideally five days a week in the City as the office launches. There is some flexibility for the right person who is commutable to London, including time spent at head office during onboarding. Exceptional candidates may be considered above the advertised range. To register your interest and find out more, apply now in confidence.

Money Adviser We're looking for highly motivated and committed individuals to join the new telephone and digital Money Advice team, providing essential support to people experiencing debt problems across England and Wales. This role is also open to people looking for a trainee role as full training and support will be provided, including completion of the accredited Money Advice Learning Plan. We welcome and encourage applications from people of all backgrounds as the organisation is proud to be a Disability Confident Employer and holds the Derbyshire LGBT+ Rainbow Accreditation Position: Money Adviser (Trainee positions also available) Location: Buxton, Chesterfield, Ilkeston or Matlock (hybrid mix of home and office working, fully remote working will also be considered) Salary: £27,263 to £29,806 per annum pro rata (depending on experience) Hours: Full-time (37 hours per week - some flexible working) Contract: Permanent Closing Date: 21st August 2026 About the Role As a Money Adviser, you will deliver high-quality, FCA-regulated money advice to individuals in financial difficulty. You ll work as part of a new team committed to helping people take control of their finances and build a more secure future through tailored advice and casework. You will deliver advice and casework across a range of money advice issues, support income maximisation, and contribute to the development and quality of the service. Main areas of responsibility include: Advice and Casework Social Policy Professional Development Administration About You The ideal candidates will have: Excellent communication skills, both written and verbal A non-judgemental, empathetic approach to people Strong IT and digital skills, with the ability to learn new systems quickly A commitment to working to performance targets and KPIs Good administration skills Experience in providing FCA-regulated money advice and a solid understanding of the current welfare benefits system would be an advantage but if you feel you have all of the main skills then please still apply, as the role can be carried out as a trainee with support and training. About the Organisation Join a local charity that provides free, confidential, independent and impartial advice to everyone across Amber Valley, Chesterfield, Derbyshire Dales, Erewash and High Peak. This advice can help people find a way forward with their problems, whoever they are, whatever the problem. What is on offer: The charity offers a comprehensive benefits package that supports your wellbeing, work-life balance, and professional growth: Generous annual leave: 35 days per year (pro rata), including all bank holidays and Christmas Buy/sell leave scheme: Flexibility to buy or sell up to one week of leave each year (pro rata) Employee Assistance Programme: Includes wellbeing support, free counselling, and lifestyle perks Contractual sick pay: depended on length of service Long service rewards: Extra leave and gift cards after five years of service and beyond Workplace pension: Auto-enrolment into our pension scheme Hybrid working: the option to work from home, if it works for you and for the team Successful candidates will be required to undertake a Disclosure and Barring Service (DBS) check and provide proof of Right to Work. Please note that the organisation does not hold a sponsor licence. Other roles you may have experience of include Money, Benefits, Housing, Welfare, Money Advisor, Benefits Advisor, Housing Advisor, Welfare Advisor, Money Advice, Benefits Advice, Housing Advice, Welfare Advice, Advice, Advisor, Helpdesk, Helpdesk Advisor, Customer Service, Customer Service Advisor. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.

Money and Benefits Adviser We are looking for a dedicated and experienced Generalist Adviser working as a Money and Benefits Caseworker. This is an exciting opportunity to provide specialist welfare benefits advice and casework to people affected by cancer, helping them navigate financial challenges and access the support they are entitled to. Working as part of a compassionate and professional team, you will play a vital role in reducing financial hardship and improving wellbeing for clients at some of the most difficult times in their lives. We welcome and encourage applications from people of all backgrounds as the organisation is proud to be a Disability Confident Employer and holds the Derbyshire LGBT+ Rainbow Accreditation Position: Generalist Adviser (Supporting the Macmillan Money and More Benefits Casework Project) Location: Derbyshire (Remote working with travel to healthcare and community settings and quarterly meeting in the local office) Salary: £29,806.00 per annum, pro rata Hours: Full-Time (37 hours per week) Contract: Permanent Closing Date: 21st August 2026 About the Role We're looking for highly motivated and committed individuals to provide specialist advice and representation on welfare benefits, grants and financial support, managing a caseload that includes complex cases, mandatory reconsiderations and appeals. The Macmillan Money & More Benefits Caseworker supports clients across all stages of the cancer pathway, including diagnosis, treatment, palliative care and end-of-life support. You will deliver advice through a range of channels including telephone, email, digital platforms and face-to-face appointments within healthcare and community settings. Key duties include: Deliver specialist welfare benefits advice and casework. Manage a varied caseload, including complex benefit appeals and tribunal work. Support clients to maximise income through benefits, grants and other financial assistance. Advocate and negotiate on behalf of clients with third parties. Work collaboratively with healthcare professionals, community organisations and partner agencies. Maintain accurate case records and meet quality assurance standards. Contribute to service development, research and campaigns work. About You The ideal candidates will have: Significant experience providing welfare benefits advice and casework, including Mandatory Reconsiderations and Appeals A strong understanding of welfare benefits legislation and financial support available to vulnerable clients Experience supporting vulnerable people using a person-centred and empathetic approach Experience managing a caseload and achieving targets and deadlines A commitment to equality, diversity and inclusion Excellent communication skills both written and verbal A non-judgemental, empathetic approach to people Strong IT and digital skills, with the ability to learn new systems quickly Successful candidates will be required to undertake an Enhanced Disclosure and Barring Service (DBS) check and provide proof of Right to Work. About the Organisation Join a local charity that provides free, confidential, independent and impartial advice to everyone across Amber Valley, Chesterfield, Derbyshire Dales, Erewash and High Peak. This advice can help people find a way forward with their problems, whoever they are, whatever the problem. What is on offer: The charity offers a comprehensive benefits package that supports your wellbeing, work-life balance, and professional growth: Generous annual leave: 35 days per year (pro rata), including all bank holidays and Christmas Buy/sell leave scheme: Flexibility to buy or sell up to one week of leave each year (pro rata) Employee Assistance Programme: Includes wellbeing support, free counselling, and lifestyle perks Contractual sick pay: depended on length of service Long service rewards: Extra leave and gift cards after five years of service and beyond Workplace pension: Auto-enrolment into our pension scheme Hybrid working: the option to work from home, if it works for you and for the team Successful candidates will be required to undertake a Disclosure and Barring Service (DBS) check and provide proof of Right to Work. Please note that the organisation does not hold a sponsor licence. Other roles you may have experience of include Money and Benefits Adviser, Money Advisor, Benefits Advisor, Housing Advisor, Cancer Support, Cancer Advice and Support. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.

Business Compliance Consultant Red Recruitment is looking to recruit experienced compliance consultant with previous pensions and investments experience and a good awareness of the UK regulatory environment. The salary is up to 52000 per annum and the successful candidate must have previous compliance experience. Benefits and Package for a Business Compliance Consultant: Salary: Competitive Hours: Full-time Contract Type: Permanent Location: Liverpool Generous Holiday Allowance Key Responsibilities of a Business Compliance Consultant: Carry out file reviews and maintain a log of checks undertaken: Check all documentation for completeness and consistency Review and assess Adviser recommendations to clients for suitability and for compliance with internal procedures and wider legislation, in respect of the firm's discretionary managed service, ISAs, Pension, annuity broking, pension transfers/switches & drawdown. Communicate any findings with both the Adviser and appropriate senior management Effectively assess and oversee the resolution of remedial action to ensure satisfactory completion Assist with the delivery of the Compliance Monitoring Plan (CMP) Complaints handling and reporting Review and sign off literature and educational presentations against internal requirements, relevant legislation and rules including HMRC & the FCA Financial Promotion rules Undertake, monitor and record anti-money laundering checks Carry out peer checks Keep up to date with relevant UK Legislation that impacts the business Prepare MI and KPI data Be passionate about and demonstrate behaviours in line with the Company's ethos, vision and key principles Assist with other operational duties as necessary Key Skills and Experience of a Business Compliance Consultant: Excellent communication skills at all levels, both verbal and written, including the ability to be discreet and maintain confidentiality Strong organisational and problem-solving skills Investment & pensions experience within the financial services industry Good awareness of the UK regulatory environment, specifically the FCA Handbook Proficient in the use of MS Office and the ability to adapt to and engage with multiple technology systems Thorough approach to work, with good attention to detail A flexible and proactive approach with the ability to work under the pressure of deadlines Approachable and self-motivated Embraces change with a positive and flexible attitude Ability to articulate solutions both internally and externally Proactive team player If you are interested in this position as a Business Compliance Consultant and have the relevant experience required, please apply now! Red Recruitment (Agency)

Mortgage Administrator Warrington Full Time office based The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service, dealing with customers' queries to a successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer-affected issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the research of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product that an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti-Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of the Financial Services industry up to date. Good understanding of the Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.

On behalf of Great British Energy, we are looking for Grant Appraisal and Monitoring Officers Inside IR35 for an 8 months contract based Hybrid min 2 days a week in Aberdeen and the rest from home Great British Energy will be a publicly owned, operationally independent energy company, designed to drive clean energy deployment, boost energy independence, create jobs and ensure UK taxpayers, billpayers and communities reap the benefits of clean, secure, homegrown energy. Setting up Great British Energy is one of government's first steps for change and we will do this in a way that means it will have both an early impact and long-term success. Through its five functions (Project development, Project investment and ownership, Local Power Plan, Supply chains and working with Great British Nuclear), Great British Energy will speed up the deployment of mature and new technologies, as well as local energy projects, to support the government's aim of decarbonising our electricity system by 2030 whilst also ensuring we can meet future demand as we further decarbonise the economy. To this end and as an example of what it can achieve, we have already agreed a major partnership between Great British Energy and The Crown Estate to accelerate deployment and support UK supply chains. Great British Energy will work collaboratively with industry, local authorities and communities, and other public sector organisations such as the National Wealth Fund, to spread skilled jobs and investment across the country. Great British Energy will be backed by a capitalisation of 8.3 billion of new money over this Parliament. While we go through the process of setting Great British Energy as a publicly owned energy company, these roles will initially be part of the Civil Service, however, will then be transferred to Great British Energy once the Great British Energy Bill becomes law and the company has the necessary procedures and systems in place to employ people directly so we encourage applications from a wide a diverse range of backgrounds. In recognition of Scotland's leading role in the UK's clean energy revolution, Great British Energy will be headquartered and run from Aberdeen. More details can be found in the Great British Energy founding statement. As a Grant Appraisal and Monitoring Officer, your main responsibilities will be to: Develop and maintain effective relationships with a range of stakeholders associated with the application or scheme, including, but not limited to, applicants, policy leads, arm's length bodies and other Government Departments. Assess sometimes complex and incomplete information presented during the applicant journey from pre-application (if applicable) through appraisal to the grant award stage, collating, summarising, and presenting your considered recommendations to decision makers and relevant approval boards. Follow and adhere to Government Grant Functional Standardsand the mandated requirement of Managing Public Money. Undertake appraisal of a portfolio of applications for grant funding by undertaking defined checks and co-ordinating input from specialist advisers, sector colleagues and other stakeholders to progress cases to the contracting stage. Lead on assigned cases (grant monitoring) as the first point of contact between Great British Energy (GBE) and grant applicants, maintaining regular communication and ensuring that key achievements and timelines are met, providing regular updates to the GBE scheme lead. Review the grant recipients' progress against the terms of the funding agreements. Undertake regular monitoring meetings (which will be a combination of telephone, video calls and site visits) and process claims for payment by testing grant claim evidence and important metrics. Essential: Excellent customer service skills and stakeholder engagement Ability to accurately verify and validate information from multiple sources Strong organisational skills with the ability to manage multiple priorities and competing demands, delivering high-quality outcomes in a fast-paced environment Desirable: Experience in grants - highly desirable Please be aware that this role can only be worked within the UK and not Overseas. Disability Confident As a member of the Disability Confident Scheme, GBE guarantees to interview all candidates who have a disability and who meet all the essential criteria for the vacancy. In cases where we have a high volume of candidates who have a disability who meet all the essential criteria, we will interview the best candidates from within that group. This scheme encourages candidates with a disability and/or neurodivergence to apply. In exceptional circumstances, we may also need to apply the desirable criteria in our shortlisting process which may include holding active security clearance. Armed Forces Covenant GBE guarantees to interview veterans or spouses / partners of military personnel who meet all the essential criteria for the vacancy. In cases where we have a high volume of ex-military candidates / military spouses or partners, who meet all of the essential criteria, we will interview the best candidates from within that group. In exceptional circumstances, we may also need to apply the desirable criteria in our shortlisting process which may include holding active security clearance. In applying for this role, you acknowledge the following "this role falls in scope of the Off Payroll Working in the Public Sector legislation. Any rates of payment quoted will reflect the gross rate per day for the assignment and will be subject to appropriate taxes and statutory costs. As such the payment to the intermediary and your income resulting from this contract will be different". References Visible links 1. (url removed). (url removed)/government/publications/government-functional-standard-govs-015-grants?cf=1 3. (url removed)/government/publications/managing-public-money

Job Title: Lead Private Sector Housing Manager Location: Canterbury Salary: From £61,645.19 per annum (plus £3,621 car allowance) Job type: Full time, Permanent Hours: 37 Hours per week Closing Date: 30th July 2026 Do you believe everyone deserves a safe, secure, and good-quality home? Are you an experienced housing or environmental health professional ready to lead, influence, and shape the future of the private rented sector? This is a rare opportunity to join Canterbury City Council in a leadership role at a time of major national reform, including implementation of the Renters' Rights Act. What's in it for you? Annual cost-of-living pay award Flexible, hybrid working arrangements Generous annual leave starting at 26 days increasing to 31 days after 5 years' service plus 3 additional days over Christmas, with the option to buy more Local government pension scheme We'll support and encourage your career by providing excellent opportunities for training and development, as well as cover a Professional Body Membership fee where needed for the role Employee perks, including multiple retailer and lifestyle discounts to help you get the most out of your money and enjoy your free time. An easier commute: free use of Canterbury's Park and Ride, flexi bus tickets, and a cycle to work scheme. Stay healthy: Access to free counselling, advice and webinars through our employee assistance programme, as well as contributions to the cost of Flu Jabs. About this Lead Private Sector Housing Manager job in Canterbury: This role provides strategic and operational leadership for Private Sector Housing within Locality Services, reporting to the Head of Locality Services. You will lead a complex statutory service at a time of significant national reform, including implementation of the Renters' Rights Act, by setting clear direction, developing policy, assuring compliance and driving continuous service improvement. You will lead and support a multidisciplinary team, manage significant budgets and resources, and act as the Council's expert adviser on housing regulation, enforcement, contractor management and policy. A key part of the role will be building strong relationships with stakeholders, government bodies and the wider community, representing Canterbury City Council at officer, member and public meetings to advance housing standards and strategic priorities. In this role, you will be: Leading the Private Sector Housing Team Delivering statutory housing functions Leading implementation of the Renters' Rights Act Setting long-term objectives and monitoring service performance. Delivery of stock condition survey programmes Overseeing Disabled Facilities Grants and adaptations within our own housing stock Managing the Social Letting Agency Partnership working and representing the team at officer, member and public meetings. About you, the ideal Lead Private Sector Housing Manager for our team: Your qualifications: Degree or professional qualification in Environmental Health, Housing, Surveying or a related field Leadership or management training Due to the nature of this role an enhanced DBS check and references will be required for the successful applicant. Your knowledge: Demonstrable knowledge of Renter Right Act 2025, Housing Act 2004, Housing & Planning Act 2016, HHSRS and related statutory frameworks. Demonstrable knowledge and understanding of the scope and role of regulatory codes of practice, the Police and Criminal Evidence Act and Regulation of Investigatory Powers Act Extensive knowledge on construction, building engineering services, materials and common property defects. Extensive understanding of contract and procurement processes relevant to DFG and works in default. Your experience: Extensive management experience within local authority housing, private sector housing, environmental health or another regulatory service. Experience leading multidisciplinary teams, setting service priorities and driving improvement in a complex statutory environment. Experience of managing budgets, contractors and commissioned works, including Disabled Facilities Grants, adaptations or works in default. Experience communicating confidently with a range of audiences and influencing strategic direction across the private rented sector. Equality, Diversity & Inclusion at Canterbury City Council. We are committed to promoting equality and diversity in everything we do. We provide a safe and welcoming environment where everyone is valued, included, and respected. Our diversity strengthens our ability to serve the diverse communities we support through our work. To demonstrate this through our actions, all applications are anonymised for the shortlisting panel, allowing all applicants to be assessed on merit alone. Please click the Apply button and you will be redirected to the council's website to begin your application form. Candidates with the experience or relevant job titles of; Housing Manager, Senior Housing Advisor, Lead Housing Manager, Private Sector Housing, Housing Manager, Housing Services, Customer Housing Officer, Supported Housing Officer, Senior Social Housing Worker, may also be considered.

Job Title: Investment Administrator Salary: £30,000 - £35,000 DOE Location: York Term: Permanent Hours: Monday - Friday, Full Time My client is looking for an Investment Administrator to provide administrative and operational support to the Portfolio Management Group, ensuring the accurate and timely processing of investment transactions, maintenance of client records and delivery of high-quality client service. The Investment Administration Role Working with the portfolio management team you will provide: Process investment transactions accurately and within agreed service standards. Maintain accurate, complete and up-to-date client and investment records across all business systems. Prepare investment and client documentation, including portfolio administration and correspondence. Monitor outstanding transactions and follow up where required. Assist with investment reporting and portfolio valuations. Support cash movements and settlement activities. Liaise with custodians, platforms and third-party providers to resolve administrative queries. Client Support Respond professionally to client enquiries. Support Financial Advisers and Portfolio Managers with administrative requests. Maintain high standards of client confidentiality. Operational Support Follow documented procedures and contribute to continuous process improvements. Assist with maintaining operational records and registers. Escalate issues, errors or operational risks promptly. Assist with reconciliation and quality checking activities. Risk & Compliance Comply with FCA regulations, Consumer Duty and internal policies. Complete mandatory regulatory training. Maintain awareness of Anti-Money Laundering and Financial Crime requirements. Protect confidential client information in accordance with GDPR. Identify and escalate operational risks or potential client detriment. Process investment transactions accurately and within agreed service standards. Maintain accurate, complete and up-to-date client and investment records across all business systems. To be successful in the Investment Administrator role: We are looking for a professional with some prior experience in this field with an efficient, calm and positive approach to join our happy and growing team. Experience and Knowledge: Previous experience within investment administration, wealth management or financial services, with a sound understanding of investment transactions, client records, platform/custodian processes and client documentation. Experience of processing financial or investment-related transactions accurately and within agreed timescales. Experience of maintaining client and investment records using back-office, CRM or investment platform systems. Experience of liaising with clients, advisers, portfolio managers, custodians, investment platforms and third-party providers. Awareness of FCA regulatory requirements, AML/KYC, GDPR and Consumer Duty principles is desirable. Proficient in Microsoft 365 applications, particularly Outlook, Word and Excel. The Salary for the Investment Administrator role: Salary: up to £35,000 depending on experience Holiday: 25 days + Bank Holidays Hybrid: 1 day a week working at home Hours : Monday - Friday. Full Time This is a growing business with an incredible reputation and offices around the UK The opportunity to work in an environment that nurtures progression and speak to colleagues who have progressed in house Work with a founder who is in the business and feels passionately about the company mission and its USPs If you're looking for a role where your ideas will be heard and your impact will be visible, we'd love to hear from you. Please apply online or call Mary on (phone number removed) for more information This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.

The Valleys to Coast Group is at an exciting and pivotal stage in its development, with ambitious plans for growth, investment and organisation-wide transformation. Rooted in Bridgend but expanding its footprint along the South Wales M4 corridor, the Group goes beyond providing housing - it invests in places and delivers services that help people feel safe, supported and proud of where they live. The organisation is seeking an exceptional Executive Director of Finance & Transformation to play a central role in shaping and delivering its next phase. This is a broad and influential Executive position, combining strategic financial leadership with organisation-wide transformation and extending well beyond the traditional Finance Director remit. You will join an organisation investing in its future, exploring new opportunities for growth and development, and seeking to harness technology, automation and emerging AI capabilities to improve services, increase efficiency and strengthen organisational performance. Strategic Priorities and Opportunity The Group has significant ambitions for growth and development, including increased activity across mixed-tenure development and a strengthened approach to funding and investment. As Executive Director of Finance & Transformation, you will be central to strategic decision-making, balancing growth and development opportunities with financial sustainability, funding, investment, risk and effective governance. Acting as a trusted adviser to the Executive Team and Board, you will provide robust financial and commercial challenge, helping shape where the Group invests, prioritises and exercises caution to build the financial capacity for sustainable growth. Strategic Financial Leadership You will provide strategic leadership across Finance and Treasury, safeguarding the Group's financial position and long-term resilience. Your remit will include the Financial Strategy, Treasury Management and Investment Strategy, alongside accountability for the 30-year business plan, budgets, business planning and value for money. With strong commercial and financial acumen, you will balance growth, investment and risk, with experience in development, funding and mixed-tenure models particularly valuable. You will also provide strategic assurance across financial reporting, controls, risk, governance and regulatory compliance, ensuring the Group has the financial capacity to deliver its ambitions. Organisation-Wide Transformation Alongside financial leadership, you will provide strategic direction for the Group's organisation-wide transformation agenda, ensuring change is coordinated, aligned to strategic priorities and focused on measurable outcomes. You will work across Finance and corporate services, Technology and IT, People and culture, Projects and transformation, Customer experience and Operations, maximising existing investment, strengthening automation and ensuring transformation is joined up across the organisation. Technology, Automation and AI The Group is exploring how technology, automation and AI can support its future operating model. You will be curious, forward-thinking and commercially minded, maximising existing systems and investments while identifying opportunities to improve services, increase efficiency and deliver sustainable value. About You We are looking for a commercially minded senior finance professional who can combine financial stewardship with transformation leadership. You'll bring: A professional accountancy qualification - ACA, ACCA, CIMA or CIPFA - with active membership of a CCAB professional body Significant strategic leadership experience at Director or Executive level within a housing association, construction or development sectors, or in an organisation with demonstrable exposure to the social housing sector A strong track record of leading significant organisational change, transformation and complex restructuring Experience working alongside Boards and Committees, with a strong understanding of governance, internal controls and risk Experience negotiating, securing and restructuring corporate funding and treasury facilities Strong knowledge of financial reporting, budgeting, financial sustainability and performance management A commercial mindset, with a focus on value, efficiency and organisational sustainability Benefits Hybrid and flexible working: offering a 9 day fortnight Annual leave: 25 days increasing by 1 day for every completed year up to a maximum of 5 days plus bank holidays Competitive Pension Recognition events and thousands of retail discounts Health care cash plan to help you pay for essential health bills, as well as providing you with 24-hour access to GP advice, counselling and more. How to Apply Yolk Recruitment is proud to be supporting the Valleys to Coast Group as its Executive Search Partner on this appointment. To apply, please submit your up-to-date CV along with a Supporting Statement of no more than two pages, outlining how your experience and skills meet the criteria set out in the person specification. If you are interested in exploring this opportunity and would like a confidential conversation about the role and to access the full candidate pack, please contact Hannah Welfoot at Yolk Recruitment. Closing Date : 23:59 Wednesday, 12th August 2026 First Stage Interviews: Wednesday, 26th August 2026 Second Stage Interviews: Tuesday, 8th September 2026

PEM is the largest firm of accountants, tax and business advisers in Cambridge, with a long -standing reputation for delivering friendly, flexible and expert support to clients across a wide range of sectors. This is an excellent opportunity to join our team in a varied Administrator/Receptionist role, providing efficient and professional support across all PEM service lines. Working collaboratively as part of the team, you will help ensure a consistently high level of service for both clients and colleagues. The role is based at our Milton office, with occasional travel to our Station Road, Cambridge office. The working hours are Monday to Friday, 8am to 5pm, with 1 hour for lunch, and part -time working, for example a Friday off, would be considered for the right candidate. This is an office-based role requiring in-person attendance. What will you be doing day to day? • Providing holiday/sick cover for all administrators and during busy periods this will be mainly onboarding new clients, anti -money laundering searches (AML) and annual KYC. • Ensure all new clients and matters comply with the firm s Anti -Money Laundering (AML) and Client Due Diligence (CDD) policies and procedures. • Conduct Anti -Money Laundering (AML), Know your Client (KYC) and compliance checks. • Obtain, review and document CDD evidence. • Develop and maintain knowledge of control documents, policies, procedures and processes. • Providing administration support to the Payroll Department. • Reception duties include ensuring supplies are always readily stocked up and ordered accordingly, managing deliveries, visitors, meeting rooms, dealing with in/out post etc. • Supporting the Office Manager with Facilities issues. What are we looking for? • Excellent knowledge of Microsoft Office. • Highly computer literate and able to use case management systems efficiently. • Excellent attention to detail. • Good communication skills. • Curious and can -do attitude. • Team player. • Strong organisation and ability to manage multiple priorities. • A good understanding of Anti Money Laundering, gained within accountancy, law or estate agency, would be an advantage. • Experience using Fibre CRM would also be advantageous, although this is not essential as full training will be provided.

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

Paraplanner We have an exciting opportunity for a Paraplanner to join one of the UK s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Paraplanner: As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To aide the Head of Research & Paraplanning in team training and workload management. To maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Paraplanner: Level 4 Diploma in Financial Planning or near completion of. Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice. A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Professional, client facing demeanour. Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software. Previous experience of using different provider websites and knowledge of the overall application andadministrative processes. What we offer in return to the successful Paraplanner: Salary £40,000-£45,000 per annum Monday to Friday, (hybrid working) UK s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don t miss out, get in touch today for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.

Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.