135 jobs found

Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED

Bond Recruitment is working exclusively with a leading Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Leeds and the opportunity benefits from the support of a well-established client base of c 30M AUM, plus a basic salary of up to 65,000 and competitive bonus structure. This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, your role will include providing advice to clients in the following areas: Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Business investment and protection Capital protection Life planning and goal setting About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser. As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.

Mortgage Support Assistant Job Type: Full-Time, FTC (35 hours per week) Salary: £23,500 £25,000 per annum Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. Key Tasks: Progression of applications, member referencing, initial training attendance and authorisation of Members and Advisers. Maintenance of the Membership database to accurately record status and permission levels. Processing suspensions and terminations and dealing with references for exited Members and Advisers. Secure documentation for membership record and ensure retained to the appropriate database and filing systems. Provide appropriate guidance to Appointed Representatives, their Advisers and their employees when dealing with applications to join the network via telephone / email. Experience: Ideally our client is looking for someone with experience working in an administration environment dealing with customers. Experience of working under pressure, prioritising and working to tight deadlines is essential. It is essential that you have good computer skills, including but not limited to Microsoft applications. Personal Qualities: You need to have excellent verbal and written communication skills with the ability to analyse information with a view to making informed decisions. Ideally our client needs someone who is highly self-motivated to meet key objectives, with a real desire to provide support, with a confident and assured approach when dealing with customer queries. Benefits: Company pension Health and wellbeing programme Sick pay Options to buy / sell holiday Apply today with an up-to-date CV. Our client is unable to provide sponsorship for this role so you will need to have the right to work for the duration of the contract.

Technical Assistant (Paraplanner) Location : Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish) Department: Paraplanning Salary: Competitive, based on experience Combine technical expertise with client relationships in a role that puts you at the heart of the financial planning journey. Shape the Future of Financial Planning with Radiant Are you an experienced Paraplanner looking for a more varied role that combines technical expertise with direct client involvement? At Radiant Financial Planning, we're looking for a Technical Assistant to work closely alongside a dedicated Financial Planner, helping to deliver exceptional financial planning experiences for clients. This is a fantastic opportunity for someone who enjoys both the analytical side of financial planning and the people-focused aspects of building strong professional relationships. You'll play a pivotal role throughout the client journey from gathering information and supporting meetings to conducting research, preparing recommendations, and helping an adviser stay organised and focused on delivering outstanding advice. This is more than a technical support role it's an opportunity to become a trusted partner to a Financial Planner, gain greater client exposure, and further develop your career within a supportive and forward-thinking business. Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day a week in the office required. Generous holiday package: 28 days annual leave + bank holidays, plus your birthday off. Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions. Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts. Professional growth: Ongoing training and career development through the Radiant Academy. Friendly team culture: Join a collaborative, approachable group of professionals who value both excellence and support. What You'll Be Doing Working alongside a dedicated Financial Planner, you'll be a key part of delivering high-quality financial planning advice and exceptional client experiences. You'll: Assist with the preparation and completion of client fact finds and ongoing client reviews. Build strong relationships with clients, acting as a trusted point of contact throughout the advice process. Attend client meetings with the Financial Planner where appropriate, taking notes, capturing actions, and supporting follow-up activity. Liaise with clients, solicitors, accountants, mortgage advisers, and other professional contacts to gather information and progress cases. Help coordinate and organise the Financial Planner's workload, ensuring actions, reviews, and client servicing activities are completed efficiently. Conduct in-depth research across pensions, investments, protection, and holistic financial planning solutions. Build accurate cashflow models to support client recommendations. Draft bespoke suitability reports and recommendation documents. Support with advice implementation, applications, and compliance processes. Ensure all client records and documentation are complete, accurate, and compliant. Uphold FCA standards and embed Consumer Duty principles in every client interaction. What You'll Bring Proven experience as a Paraplanner within financial planning and Level 4 Diploma in Regulated Financial Planning. Strong technical knowledge across pensions, investments, protection, and personal financial planning. Excellent communication skills with confidence interacting directly with clients and professional connections. Strong organisational skills and the ability to manage multiple priorities effectively. Experience writing suitability reports and financial planning recommendations. Confidence using cashflow modelling software, CRM systems, and financial research tools. A proactive, relationship-focused approach with exceptional attention to detail. A desire to continually develop technical knowledge and progress within the financial planning profession. This role is ideal for an experienced Paraplanner who enjoys the technical side of financial planning but would like greater exposure to clients, advisers, and the wider advice process. It's also perfect for someone considering a future career as a Financial Planner and looking to develop their experience through closer involvement in client meetings and adviser support. Apply Now If you're ready to take the next step in your financial planning career combining technical expertise with client interaction, working closely with a Financial Planner, and helping clients achieve their goals we'd love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.

If you are a Mortgage Adviser looking for a brokerage where values genuinely matter just as much as performance, this could be a rare opportunity to join a growing, purpose led firm in the Bristol area. You will be joining a business that has built strong momentum through word of mouth, repeat clients and carefully invested lead generation. This is not a high churn, desk based or call centre style environment. Instead, as a Mortgage Adviser you will work with clients start to finish, supported by a collaborative team and a firm that focuses on doing things properly rather than quickly. As a Mortgage Adviser within this team, you will balance your own introducers and client relationships whilst also benefiting from quality leads provided by the business. This Mortgage Adviser job is designed for advisers who are comfortable generating some of their own business but value being part of a team that shares best practice, referrals and long term thinking. Key aspects of this Mortgage Adviser job include: Providing whole of market mortgage advice to a broad client base including first time buyers and home movers Managing clients end to end with a strong focus on long term relationships and repeat business Having broader client conversations that go beyond rate and borrowing alone Working alongside an in house protection specialist to maximise client outcomes and earnings Using modern systems and processes designed to reduce friction and admin time Playing an active role in a values driven firm that prioritises people and integrity There is long term progression for the right Mortgage Adviser, including the opportunity to take on greater responsibility, develop a local presence or move towards a more autonomous operating model over time. Mortgage Adviser Requirements Experience working as a Mortgage Adviser Fully CeMAP qualified or equivalent Comfortable operating on a self employed basis Ability to generate some business from existing contacts or introducers is desirable Experience using CRM systems within a mortgage advice firm The Company Our client is an established and fast growing mortgage advisory firm with a strong ethical focus. They have invested heavily in their people, systems and processes, creating an environment where advisers are trusted, supported and not micromanaged. Culture and values genuinely influence how advice is delivered. Mortgage Adviser Benefits Competitive self employed commission splits depending on lead source Quality company generated leads provided alongside your own business In house protection support to enhance overall earnings No desk based sales environment Flexible working approach For Mortgage Advisers based locally to Bristol, ideally they like office presence of around two days per week, to encourage and maintain strong team collaboration Long term progression opportunities for ambitious Mortgage Advisers Location This Mortgage Adviser job is ideally suited to candidates based in or around Bristol, or within reasonable commuting distance. If you are a Mortgage Adviser who wants more than just the next transaction, apply now for a confidential discussion. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.

My client is a well-established Financial Planning firm with offices based in rural Norfolk. My client can offer an excellent working environment, working in their beautiful purpose-built office building, here you will feel well looked after and valued as part of an established, professional and positive team. My client based on the outskirts of Norwich, have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. The ideal candidate will have a minimum of two years experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge The requisite technical knowledge and qualifications, to meet FCA and company expectations. Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. A high degree of technical product and tax knowledge enabling the most appropriate client solutions. The ability to be able to multi task and juggle a busy workload. General Responsibilities Keep up to date with relevant product, legislative and technical changes. Ensure relevant CPD is maintained and recorded accurately. Promoting the profile of the business within the professional and wider community. Developing and maintaining internal relationships across the business to meet expected business and income targets. Key Responsibilities Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up Interpreting and analyzing data obtained from Advisers and 3rd parties Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Independently identifying planning needs Implementing and evidencing clear centralised paraplanning procedures Proficient use of cash flow modeling software Coordinating the Paraplan work log and ensuring work is completed within service standards Communicating with the Advisers regarding their work requests Maintenance and development of compliant client suitability templates and factual technical collateral Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client Coordination of AIS model portfolio solution and follow up with clients and platform providers Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal Coordination of ongoing client assessments of suitability and the drawdown review service Review investment portfolios, performance and asset allocation Carry out due diligence Submitting business and managing the case to completion Effective time and caseload management Managing, recording and monitoring client reviews Assisting with the writing of technical communications for mass communications to clients and professionals Project work, management and coordination Providing technical training to team members Arranging training sessions for the team members Preparation of existing client files for review and managing review requirements to ensure all client files are compliant Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client Providing technical support to the Advisers and other team members Answering technical client queries Ability to achieve desired outcomes with minimum supervision Updating the company s research file Accurate system updating on IO Competent administration through wrap platforms utilized by the company Benefits Pension (auto-enrolment) 28 days holiday (3 of which are kept aside for the festive period office closure) 4 x Death in Service Full support for relevant Qualifications Discretionary bonus Birthday day off if it falls on a working day Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) Early finish on a Friday (3pm) Free fruit in the office Flu vaccination voucher

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.

Exceptional opportunities occasionally emerge that redefine an established market. This is one of them. Our client has developed a highly secure communications platform that combines a security appliance with sophisticated software to deliver truly confidential business communications. Designed to eliminate many of the vulnerabilities associated with conventional email, messaging and file-sharing systems, the platform enables organisations to communicate with complete confidence, protected against malware, ransomware, phishing attacks and other cyber threats. Unlike conventional cyber security products, this is mission-critical communications infrastructure and has received military grade verification. Once deployed, organisations are able to communicate securely throughout their own business ecosystem, creating significant additional opportunities as clients, advisers, suppliers and commercial partners adopt the platform. The initial engagement is typically at SME level of 50 employees, with contract values frequently exceeding £1 million. A single implementation within a legal services firm, private bank or professional services organisation can generate substantial follow-on business as secure communications are extended across its wider client and partner network. This opportunity is aimed at a select number of commercially accomplished consultants who possess the credibility, presence and relationships required to engage successfully with Board-level decision makers. Experience working with Chief Executives, Managing Partners, Managing Directors, CIOs, CISOs and other senior executives within large private sector organisations will be essential. The ideal consultant will have an established track record of securing high-value technology engagements, ideally exceeding £500,000, together with a strong understanding of the commercial value of cyber security and secure communications. The role is not about presenting technical solutions but about opening doors, creating strategic conversations and introducing qualified opportunities. Technical specialists will support the sales process from that point onwards. The primary markets include law firms, accountancy practices, private banks, private equity organisations, investment firms, trading companies and other businesses where confidentiality, trust and the protection of commercially sensitive information are paramount. With typical projects valued at around £1+ million, the opportunity exists to generate substantial six-figure commission earnings while representing a genuinely differentiated solution with no direct competition. Our solution is sold on a monthly subscription basis and Consultants will receive 20% commission on year one revenue 15% on year two revenue 10% on subsequent years revenues generated A typical project will reward Consultants with circa £150-£200K over the three-year contract. The rewards for successful Consultants are exceptional. To apply for this role you MUST be able to demonstrate a proven track record of securing high-value opportunities through engaging with CEOs, Managing Directors, CIOs and other Board-level executives. This is a commission-only position.

Compliance Officer Location: Outskirts of Leeds City Centre, parking Hours: Monday to Friday, hybid 3 days in the office 2 days from home About the Role An exciting opportunity has arisen for a proactive and organised Compliance Officer to join a global organisation based in Leeds. Supporting the Vice President and senior leadership team, you will play a key role in ensuring the business operates in line with UK legislation, corporate governance requirements and internal compliance standards. This is an excellent opportunity for someone with experience in compliance, governance or legal administration who enjoys working across multiple business functions and building strong stakeholder relationships. Key Responsibilities Maintain corporate governance records and statutory filings Support compliance with GDPR, data protection and information security requirements Coordinate compliance programmes including competition law and modern slavery initiatives Monitor legislative changes and communicate updates across the business Assist with compliance audits, reporting and internal training Review and track commercial contracts and supplier agreements Maintain contract registers and monitor renewals Liaise with external legal advisers and internal stakeholders Produce compliance reports and management information Support ad hoc legal, governance and regulatory projects About You Previous experience within compliance, governance, legal or regulatory administration Excellent organisational skills with exceptional attention to detail Ability to manage confidential information with integrity Strong written and verbal communication skills Able to prioritise a varied workload and meet deadlines Proactive, collaborative and solutions focused Knowledge of GDPR, corporate governance or contract administration would be advantageous What's on Offer Opportunity to join a well-established global organisation Varied and autonomous role with exposure to senior leadership Collaborative and supportive working environment Excellent opportunity to develop a career within compliance and corporate governance Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Mortgage Advisor - Overview: £30,000 Basic Salary. £50,000 - £60,000+ realistic year 1 OTE (more if you are a top performer). £60,000 - £80,000+ uncapped and realistic year 2 On Target Earings. All admin and sales progression is conducted for you, so you can simply focus on writing business! Potential hybrid option for 1 day per week working from home. Very robust and lucrative lead source. 5 day working week, including Saturdays with a day off in lieu. Suitable for qualified and experienced advisors only. Own vehicle and driving licence essential for this role. Are you seeking a Mortgage Advisor role that treats you like an adult and offers you flexibility to conduct your role? Are you fed up of being a number and spending your precious time in meetings, 1-2-1's and appraisals? Do you just want to crack on and write business? If so, read on, as this may be the opportunity for you! Our clients are an independent mortgage brokerage who are exceptionally busy at present and they are seeking a talented Mortgage Advisor to join their flourishing operation. They are flexible with regards to fitting the right candidate into the right role dynamic. Ultimately, the role can be put together on an individual and bespoke basis, commensurate with experience. Mortgage Advisor - Scope of Role: Our clients are a forward thinking operation who are seeking an experienced Mortgage Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right mortgage professional an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

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

Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Private Client Solicitor Location: Chelmsford Hours: Monday-Friday 9:00am-5:30pm Are you a compassionate and client-focused Private Client Solicitor looking to take the next step in your career? This is an excellent opportunity to join a thriving, family-run law firm where exceptional client care, professional excellence and employee development are at the heart of everything they do. With a growing client base and ambitious plans for the future, the firm is looking for a qualified Solicitor with at least two years' post-qualification experience to join its successful Private Client team. You'll manage a varied caseload while building meaningful, long-lasting relationships with clients during some of the most important moments of their lives. About the Firm This well-established, family-run law firm has earned an excellent reputation for providing outstanding legal advice alongside genuinely personal client service. Combining traditional values with a modern, forward-thinking approach, the firm continues to grow while maintaining the supportive culture that has made it such a successful place to work. The team prides itself on creating a welcoming environment where both clients and employees feel valued. Collaboration, integrity and continuous improvement are central to the firm's culture, with plenty of opportunities for career progression and professional development. The Role As a Private Client Solicitor, you'll become a trusted adviser to a broad range of clients, helping them navigate sensitive legal matters with confidence and reassurance. You'll manage your own varied caseload, providing tailored legal advice across a range of private client matters including Wills, Probate, Lasting Powers of Attorney and Court of Protection work. Working closely with colleagues across the department, you'll deliver an exceptional client experience from initial instruction through to completion, ensuring every client feels supported, informed and cared for throughout the process. The role offers an excellent balance of independent case management, client interaction and collaborative working within an experienced and supportive team. Key Responsibilities Managing your own varied Private Client caseload from instruction through to completion. Advising clients on Wills, Probate and Estate Administration matters. Preparing and advising on Lasting Powers of Attorney (LPAs). Managing Court of Protection matters. Delivering tailored legal advice that reflects each client's individual circumstances. Meeting clients in person, by telephone and remotely. Building long-term client relationships through exceptional service. Explaining complex legal issues in a clear, practical and compassionate manner. Drafting legal documents accurately and efficiently. Maintaining excellent file management and case records. Ensuring compliance with Solicitors Regulation Authority (SRA) requirements. Working collaboratively with colleagues to achieve departmental targets and KPIs. Supporting business development initiatives and helping to grow the firm's reputation. Developing relationships with professional contacts and referral partners where appropriate. Maintaining the highest standards of professionalism and client confidentiality. About You The successful candidate will be an experienced Private Client Solicitor who combines strong technical ability with genuine compassion and excellent communication skills. You'll understand that many private client matters involve sensitive conversations and emotional decisions, and you'll be able to guide clients with patience, empathy and professionalism. The ideal candidate will have: Qualified Solicitor At least two years' post-qualification experience in Private Client law. Experience handling a varied private client caseload independently. Strong technical knowledge of Wills, Probate, LPAs and Court of Protection matters. Excellent communication and interpersonal skills. A calm, compassionate and reassuring approach with clients. Outstanding client care skills. Excellent drafting and attention to detail. Strong organisational and time management abilities. The ability to manage competing priorities effectively. High professional and ethical standards. A collaborative approach and willingness to support colleagues. A proactive attitude with a genuine commitment to continuous professional development. Why Join? This is an exciting opportunity to become part of a respected law firm that truly values both its clients and its employees. You'll work alongside experienced professionals in a supportive environment where your ideas are welcomed, your achievements are recognised and your career development is encouraged. The firm understands the importance of maintaining a positive workplace culture and offers ongoing investment in training, professional development and wellbeing. Whether you're looking to continue developing your expertise in Private Client law or join a firm where client relationships genuinely come first, this role offers an excellent platform for long-term career progression. Benefits The successful candidate will benefit from an excellent package including: Ongoing professional training and development. Career progression opportunities. Medicash healthcare scheme. Health, dental and eyecare benefits. Team social events Discounted parking 26 days' annual leave plus Bank Holidays. Annual leave loyalty scheme. Office closure between Christmas and New Year. Staff referral bonus scheme.

Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.

Private Client Solicitor Location: Leigh-on-Sea Hours: Monday-Friday 9:00am-5:30pm Are you an experienced Private Client Solicitor looking for an opportunity to join a growing, family-run law firm with an outstanding reputation for client care? This is an exciting chance to become part of a successful and ambitious practice, working from its modern Leigh-on-Sea office while helping clients through some of life's most important decisions. The firm is seeking a compassionate, professional Solicitor who combines strong technical expertise with exceptional interpersonal skills. You'll work closely with both new and existing clients, delivering tailored legal advice across a varied range of private client matters while building trusted, long-term relationships. About the Firm This well-established, family-run law firm has built an excellent reputation for delivering high-quality legal services with a personal touch. Combining traditional values with a modern, forward-thinking approach, the firm continues to grow thanks to its commitment to exceptional client care, commercial success and investment in its people. Employees enjoy a welcoming and collaborative working environment where everyone is encouraged to contribute ideas, develop professionally and build rewarding long-term careers. The firm's culture is built on teamwork, integrity and delivering the very best outcomes for every client. With ambitious growth plans and a new office in Leigh-on-Sea, there has never been a more exciting time to join the team. The Role As a Private Client Solicitor, you'll become a trusted adviser to clients seeking guidance on sensitive and often life-changing legal matters. You'll manage your own varied caseload while delivering practical, tailored advice with empathy, professionalism and attention to detail. Working alongside an experienced Private Client team, you'll advise clients on a wide range of matters including Wills, Probate, Lasting Powers of Attorney and Court of Protection work. Every client interaction should reflect the firm's commitment to outstanding service, ensuring clients feel informed, reassured and supported throughout their legal journey. Key Responsibilities Your day-to-day responsibilities will include: Managing your own Private Client caseload from instruction through to completion. Advising clients on Wills and estate planning. Handling Probate and Estate Administration matters. Preparing and advising on Lasting Powers of Attorney (LPAs). Managing Court of Protection cases. Meeting clients both in person and remotely. Providing clear, practical and sensitive legal advice tailored to individual circumstances. Building long-lasting client relationships based on trust, professionalism and empathy. Drafting legal documents accurately and efficiently. Maintaining excellent file management and record keeping. Ensuring compliance with Solicitors Regulation Authority (SRA) regulations and firm procedures. Working collaboratively with colleagues to achieve departmental targets and KPIs. Supporting business development activities and helping grow the firm's reputation. Developing relationships with professional contacts and referral partners. Maintaining the highest standards of client confidentiality and professional ethics. About You The successful candidate will be a qualified Solicitor with experience in Private Client law who understands the importance of combining excellent legal knowledge with outstanding client care. You'll be someone who enjoys helping people through significant life events and can communicate complex legal matters in a calm, clear and reassuring way. The ideal candidate will have: Qualified Solicitor At least two years' post-qualification experience in Private Client law. Experience managing a varied caseload independently. Strong technical knowledge of Wills, Probate, LPAs and Court of Protection matters. Excellent communication and interpersonal skills. A compassionate, patient and empathetic approach. Exceptional client care skills. Strong drafting abilities and excellent attention to detail. Good organisational and time management skills. The ability to prioritise a busy workload effectively. High professional and ethical standards. A collaborative and supportive approach to teamwork. A proactive attitude with a commitment to continuous learning and development. Why Join? You'll join a supportive team where your contribution is recognised, your professional development is encouraged and your wellbeing matters. The firm offers ongoing investment in training, career progression and creating a positive working environment where people enjoy coming to work. Whether you're looking to broaden your expertise in Private Client law or establish yourself within a firm that combines ambitious growth with a personal approach, this role offers excellent long-term career prospects. Working from the firm's new Leigh-on-Sea office, you'll play an important role in expanding the firm's presence while helping deliver exceptional legal services to the local community. Benefits The successful candidate will enjoy an excellent benefits package, including: Ongoing professional training and development courses. Career progression opportunities. Medicash healthcare scheme. Health, dental and eyecare benefits. Regular team events and social activities. Discounted parking. 26 days' annual leave plus Bank Holidays. Annual leave loyalty scheme. Office closure between Christmas and New Year. Staff referral bonus scheme.

Don't miss this fantastic opportunity for a talented salesperson to work with a prestigious financial services company. Sales Executive Camberey, GU15 Office Based £26,000 Basic + Commission Potential earnings uncapped. OTE circa £40,000 Please note: you must be authorised to work in the UK Our client is a UK-based Financial Services company that helps individuals and families and businesses put tailored solutions in place, including mortgages, protection, wills, pensions / investments and inheritance tax planning They focus on providing personalised guidance to help clients safeguard their assets, protect loved ones, and ensure their wishes are carried out with clarity and confidence. They are seeking an ambitious and motivated Sales Executive to identify potential clients who may benefit from their services. The role focuses on building relationships, identifying client needs, and arranging appointments for qualified advisers. No financial advice is given by the Sales Consultant. About the Role The Sales Consultant's responsibility is to understand a client's circumstances, identify potential areas where professional advice may be beneficial, and introduce them to the appropriate specialist within Asset Harbour. Key Responsibilities Client Engagement Speak with prospective clients. Build rapport and trust. Understand the client's current situation. Identify potential financial planning needs. Generate qualified appointments. Fact Finding Gather information including: Homeownership status Mortgage position Family circumstances Employment status Existing protection arrangements Will status Retirement planning considerations Appointment Generation Book appointments with: Mortgage Advisers Protection Advisers Will Writers Wealth Managers CRM Management Update client records. Record conversations accurately. Manage follow-up activity. Maintain data quality standards. Business Development Generate referrals. Attend networking events (optional) Follow up company-generated enquiries. Key Skills Confident communicator Strong telephone manner Good listener Self-motivated Organised Sales experience Customer service experience Call centre experience Success Measures Weekly KPIs Outbound calls made Conversations held Fact finds completed Appointments booked Appointments attended Monthly KPIs Appointments generated Conversion rates Revenue generated from appointments Cross-referrals generated Earnings £26,000 basic + commission. Potential earnings are uncapped and based on performance OTE £40,000 Sales Consultants receive commission for: Qualified appointments attended Business completed (where applicable) Cross-referrals generated Team incentives and bonuses How to Apply If you have the skills and experience required for this position, click apply today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents. You must be authorised to work in the UK. No agencies, please. Other suitable skills and experience includes Sales Representative, Field Sales Consultant, Business Development Executive, Appointment Setter, Lead Generation Executive, Sales Executive, Telesales Executive, Customer Sales Advisor, Estate Agency Negotiator, Property Consultant, Recruitment Consultant, Business Development Consultant, Client Relationship Executive, Account Manager, Direct Sales Representative, Commission-Only Sales Consultant

My client is a very well established independent who of market mortgage and protection brokerage based in a market town just west of Norwich, they are currently looking to recruit an experience and CEMAP qualified Mortgage and Protection Adviser to join their experienced team of professionals. This opportunity has arisen due to the retirement of a long-standing staff member and offers the right candidate the chance to take over an existing book of clients and repeat business so you can hit the ground running. The successful candidate will guide clients from initial consultation through to completion, assessing affordability, recommending suitable mortgage solutions from a whole of market panel of lenders, delivering clear and compliant advice. You will also identify protection needs to ensure clients and their families are fully protected, again from the whole market. A strong focus on customer service, compliance, and positive client outcomes is essential, my client is a reputable local firm who have an excellent reputation. 27,000 basic salary + generous commission as you'll be inheriting a solid desk of clients with repeated revenue, OTE 70,000.00. Key Responsibilities You will meet with clients to understand their financial circumstances, goals, and mortgage needs You will provide clear, tailored advice on mortgage products, interest rates, and repayment options You will conduct affordability assessments in line with regulatory requirements You will liaise with lenders, solicitors, and other stakeholders to progress applications You will keep yourself up to date with mortgage market trends, products, and compliance regulations You will maintain accurate records and ensure all advice meets FCA guidelines You will build and maintain strong client relationships to encourage repeat business and referrals You will work closely with colleagues in a collaborative, office-based environment Key Requirements You must be CeMAP (Certificate in Mortgage Advice and Practice) qualified or hold an equivalent qualification Strong communication, negotiation, and interpersonal skills High attention to detail with the ability to work under pressure Sound knowledge of FCA regulations and mortgage industry best practice A proactive, self-driven approach Proven track record of building and maintaining long-term client relationships Benefits Competitive basic salary plus commission Ongoing professional development and training Supportive and collaborative team environment Access to one of the largest networks in the industry (mortgages and protection) Established client portfolio and warm leads This role is a full-time office based, permanent position. Pay: 27,000.00- 70,000.00 per year If you may be seeking a self-employed position, my client can also offer this on preferential terms, but please be assured an employed role is available should this is your preference.

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)

Birmingham Midlands Area Up to 75,000 + Bonus + Benefits A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team. This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships. The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice. You'll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice. The Opportunity As a Financial Planner, you will inherit and develop an existing portfolio of clients whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and varied wealth strategies. The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients rather than operating in a heavily sales-driven environment. Why This Role Stands Out Established Client Relationships You'll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management whilst still identifying new advice areas. Strong Support Structure Dedicated paraplanning, administration and compliance support enables advisers to maximise client-facing time and focus on delivering high-quality outcomes. Quality Over Quantity The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on or transactional advice. Growing National Presence As part of a highly successful and expanding wealth management group, advisers benefit from long-term stability, ongoing investment and clear opportunities for career progression. Professional Development The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers. Collaborative Culture You'll join a supportive and professional team where knowledge sharing, collaboration and client-first thinking are genuinely valued. Key Responsibilities Conduct annual review meetings and ongoing client servicing activities Build and maintain long-term trusted relationships with clients Gather and analyse client information to identify planning needs and objectives Deliver holistic advice across: Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation. Produce clear and suitable recommendations tailored to individual client circumstancs. Work closely with paraplanning and support teams to deliver an outstanding client experience. Maintain FCA competency standards and professional qualifications. Keep abreast of technical, legislative and regulatory developments. Ensure all advice is delivered in a compliant and professional manner. About You Current and existing experience as a Financial Planner/Independent Financial Adviser CAS & SPS Strong technical knowledge across pensions and investments Excellent relationship-building and communication skills Experience delivering holistic financial planning advice A professional, ethical and client-centric approach Evidence of track record to date Diploma qualified, willingness to study towards Chartered status Package & Benefits Basic salary up to 75,000 - Performance related bonus schemes - Existing, senior client relationships to inherit - Pension scheme - Generous annual leave - Life assurance - Income protection - Employee Assistance Program - Financial wellbeing support - Ongoing professional development - Long-term, senior career progression opportunities - Flexible working arrangements. Are you Interested? If you're an experienced Financial Planner seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business with ambitious growth plans, we'd welcome a confidential discussion. Whether you're looking for a stronger client proposition, improved support, greater earning potential or simply a better environment in which to advise, this opportunity could represent an excellent next step in your career! Please apply to us here at Recruit Wealth for an immediate response.