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Focus Search and Selection
Managing Director/Operations Director
Focus Search and Selection Nottingham, Nottinghamshire
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Aug 04, 2026
Full time
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Focus Search and Selection
Managing Director/Operations Director
Focus Search and Selection
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Aug 04, 2026
Full time
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Focus Search and Selection
Managing Director/Operations Director
Focus Search and Selection Bristol, Somerset
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Aug 04, 2026
Full time
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Focus Search and Selection
Managing Director/Operations Director
Focus Search and Selection
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Aug 04, 2026
Full time
Managing Director / Operations Director Lead the Future of an Award-Winning Independent Financial Planning Firm This isn't a sales leadership role. It's an opportunity to take the operational reins of a highly respected Independent Financial Planning firm that's investing heavily in technology, AI and long-term sustainable growth-without ever compromising its values. The Opportunity You'll work alongside the Founder to build a calmer, smarter and more efficient business where advisers spend less time on administration and more time with clients. You'll lead across: Operations Advice Compliance Client Service Technology People Driving consistency, improving systems and ensuring the business continues to grow without sacrificing quality. What You'll Bring Leadership experience within an Independent Financial Planning environment. A strong understanding of regulation, governance and operational excellence. The ability to improve processes, develop people and embrace technology. Humility, commercial awareness and excellent judgement. Independent Financial Adviser experience would be advantageous but isn't essential. Why This Role? Genuine autonomy to shape the future of the business. Significant investment in AI, NINGI and cutting-edge technology. A culture built around integrity, professionalism and long-term client outcomes. The opportunity to create an environment where advisers can do the best work of their careers. This role is about building a better business - not simply a bigger one. Interested in a confidential conversation? We'd love to hear from you.
Integro Partners
Paraplanner
Integro Partners City, Liverpool
Paraplanner Location: North West (Hybrid) Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing? Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team. This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance. The Role Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients. Your responsibilities will include: Preparing detailed and compliant suitability reports Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning Supporting advisers with complex financial planning cases Producing clear and accurate recommendations that align with FCA Consumer Duty principles Managing and maintaining accurate client records and documentation Ensuring all work meets FCA regulations and internal compliance standards Working collaboratively with advisers and the wider support team to deliver an exceptional client experience About You To be successful, you'll have: At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions, investments, protection, bonds and trusts Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable) Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience) Excellent report writing, research and analytical skills Strong organisational skills with exceptional attention to detail A proactive approach and a genuine passion for delivering high-quality financial planning What's on Offer? Alongside a competitive salary, you'll benefit from an exceptional package including: 25 days annual leave, plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight enjoy a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover (10x basic salary) Private Medical Insurance Healthcare Cash Plan Employee discounts and salary sacrifice benefits Referral bonus scheme Discretionary performance bonus Full financial support and study leave for professional qualifications Genuine opportunities for long-term career development If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you. Apply today for a confidential discussion.
Aug 03, 2026
Full time
Paraplanner Location: North West (Hybrid) Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing? Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team. This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance. The Role Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients. Your responsibilities will include: Preparing detailed and compliant suitability reports Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning Supporting advisers with complex financial planning cases Producing clear and accurate recommendations that align with FCA Consumer Duty principles Managing and maintaining accurate client records and documentation Ensuring all work meets FCA regulations and internal compliance standards Working collaboratively with advisers and the wider support team to deliver an exceptional client experience About You To be successful, you'll have: At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions, investments, protection, bonds and trusts Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable) Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience) Excellent report writing, research and analytical skills Strong organisational skills with exceptional attention to detail A proactive approach and a genuine passion for delivering high-quality financial planning What's on Offer? Alongside a competitive salary, you'll benefit from an exceptional package including: 25 days annual leave, plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight enjoy a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover (10x basic salary) Private Medical Insurance Healthcare Cash Plan Employee discounts and salary sacrifice benefits Referral bonus scheme Discretionary performance bonus Full financial support and study leave for professional qualifications Genuine opportunities for long-term career development If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you. Apply today for a confidential discussion.
Supreme Search Specialists
Assistant Pensions Administrator
Supreme Search Specialists City, Cardiff
Assistant Pensions Administrator Cardiff, South Wales Location: Cardiff, South Wales Position Type: Permanent, Full-time Assistant Pensions Administrator Industry: Wealth Management / Financial Planning Salary: £25,000 £30,000 (depending on experience and qualifications) About the Role We're representing a well-established and growing wealth management practice based in Cardiff, providing tailored financial planning and wealth management services to individuals, families and business owners across South Wales and beyond. Due to continued growth, they are looking to recruit an Assistant Pensions Administrator to join their experienced and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to develop a long-term career within wealth management and financial services. Working alongside experienced advisers and administrators, you'll gain exposure to pension administration, compliance and client service while benefiting from ongoing training and genuine career progression. Key Responsibilities Process pension applications, transfers and associated client documentation. Liaise with pension providers, investment platforms and third-party organisations to progress client cases. Monitor outstanding requirements and ensure pension cases are completed efficiently. Maintain accurate client records and update CRM and back-office systems. Support financial advisers with client review preparation and pension administration. Assist with compliance activities, including file reviews, document checking and audit trail maintenance. Prepare client correspondence, meeting packs and supporting documentation. Manage electronic filing systems and ensure client records remain accurate and compliant. Coordinate appointments, manage diaries and handle client enquiries professionally. Provide general administrative support to the wider financial planning and wealth management team. Ideal Candidate Profile Previous experience within an administrative or office support role. Excellent organisational and time management skills with strong attention to detail. Confident using Microsoft Office, including Word, Excel and Outlook. Strong written and verbal communication skills. Professional, proactive and client-focused approach. Ability to work independently and collaboratively within a team. Previous experience within financial services, pensions, wealth management, compliance, legal services or another professional services environment would be advantageous. Experience using CRM, document management or financial planning software is desirable. An interest in building a long-term career within financial planning and wealth management. Willingness to study towards relevant professional qualifications would be beneficial. Why This Opportunity Stands Out Competitive salary of £25,000 £30,000 depending on experience. Supportive and collaborative team environment. Ongoing training and professional development. Clear career progression within a growing wealth management practice. Opportunity to gain industry-recognised professional qualifications. Exposure to a varied and interesting client portfolio. Modern systems and technology. Recognition and reward for performance, commitment and personal development. Long-term career opportunities within a respected financial planning business
Aug 03, 2026
Full time
Assistant Pensions Administrator Cardiff, South Wales Location: Cardiff, South Wales Position Type: Permanent, Full-time Assistant Pensions Administrator Industry: Wealth Management / Financial Planning Salary: £25,000 £30,000 (depending on experience and qualifications) About the Role We're representing a well-established and growing wealth management practice based in Cardiff, providing tailored financial planning and wealth management services to individuals, families and business owners across South Wales and beyond. Due to continued growth, they are looking to recruit an Assistant Pensions Administrator to join their experienced and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to develop a long-term career within wealth management and financial services. Working alongside experienced advisers and administrators, you'll gain exposure to pension administration, compliance and client service while benefiting from ongoing training and genuine career progression. Key Responsibilities Process pension applications, transfers and associated client documentation. Liaise with pension providers, investment platforms and third-party organisations to progress client cases. Monitor outstanding requirements and ensure pension cases are completed efficiently. Maintain accurate client records and update CRM and back-office systems. Support financial advisers with client review preparation and pension administration. Assist with compliance activities, including file reviews, document checking and audit trail maintenance. Prepare client correspondence, meeting packs and supporting documentation. Manage electronic filing systems and ensure client records remain accurate and compliant. Coordinate appointments, manage diaries and handle client enquiries professionally. Provide general administrative support to the wider financial planning and wealth management team. Ideal Candidate Profile Previous experience within an administrative or office support role. Excellent organisational and time management skills with strong attention to detail. Confident using Microsoft Office, including Word, Excel and Outlook. Strong written and verbal communication skills. Professional, proactive and client-focused approach. Ability to work independently and collaboratively within a team. Previous experience within financial services, pensions, wealth management, compliance, legal services or another professional services environment would be advantageous. Experience using CRM, document management or financial planning software is desirable. An interest in building a long-term career within financial planning and wealth management. Willingness to study towards relevant professional qualifications would be beneficial. Why This Opportunity Stands Out Competitive salary of £25,000 £30,000 depending on experience. Supportive and collaborative team environment. Ongoing training and professional development. Clear career progression within a growing wealth management practice. Opportunity to gain industry-recognised professional qualifications. Exposure to a varied and interesting client portfolio. Modern systems and technology. Recognition and reward for performance, commitment and personal development. Long-term career opportunities within a respected financial planning business
Recruit UK
IFA Administrator
Recruit UK Leeds, Yorkshire
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team
Aug 03, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team
Nxtgen Recruitment
Tax Analyst
Nxtgen Recruitment Thetford, Norfolk
NXTGEN are delighted to be recruiting for a Tax Analyst on behalf of a well-established, international business. This Tax Analyst opportunity offers the chance to join a high-performing in-house tax team within a growing listed organisation, providing broad exposure across UK and international tax. The Tax Analyst role would suit someone who is ATT/CTA part-qualified (or equivalent) looking to develop their career beyond compliance, gaining experience across tax reporting, business projects and acquisitions while working closely with senior stakeholders across the business. The Role As Tax Analyst, you'll support the delivery of corporate tax, indirect tax and employment tax compliance across a diverse group of businesses while contributing to a range of tax projects and continuous improvement initiatives. This is a varied position offering genuine breadth and excellent long-term development within an established in-house tax function. Key Responsibilities Support the preparation of UK and international corporate tax returns, working alongside external advisers where required. Assist with capital allowance claims, tax calculations and group tax reporting. Prepare VAT and indirect tax returns across multiple jurisdictions. Support employment tax compliance, including annual reporting requirements. Analyse financial data to support tax reporting, reconciliations and compliance. Maintain and develop tax models, reporting tools and compliance trackers. Support tax-related projects, acquisitions and business initiatives. Assist with tax audits, enquiries and communications with external advisers and tax authorities. Provide practical tax guidance to finance teams across the wider business. Identify opportunities to improve tax processes, controls and reporting. About You We're looking for someone with a strong grounding in corporate tax or indirect tax who is keen to broaden their experience within an in-house environment. You'll ideally have: ATT/CTA part qualification (or equivalent). Previous experience within corporate tax, VAT or a mixed tax environment. Strong Excel skills and confidence working with large datasets. Excellent analytical skills with strong attention to detail. The ability to manage multiple deadlines and work independently. Strong communication skills with the confidence to build relationships across the business. Experience within an in-house tax function, international tax exposure or knowledge of IFRS tax reporting would be advantageous but is by no means essential. What's on Offer Competitive salary. Generous annual leave with holiday buy/sell scheme. Company pension. Health cash plan. Flexible benefits including discounted gym membership and cycle to work scheme. Excellent career development within a growing international business. Broad exposure across corporate tax, VAT, international tax and commercial projects. If you're looking to build your career within an established in-house tax team where you'll gain exposure beyond traditional compliance work, we'd love to hear from you.
Aug 03, 2026
Full time
NXTGEN are delighted to be recruiting for a Tax Analyst on behalf of a well-established, international business. This Tax Analyst opportunity offers the chance to join a high-performing in-house tax team within a growing listed organisation, providing broad exposure across UK and international tax. The Tax Analyst role would suit someone who is ATT/CTA part-qualified (or equivalent) looking to develop their career beyond compliance, gaining experience across tax reporting, business projects and acquisitions while working closely with senior stakeholders across the business. The Role As Tax Analyst, you'll support the delivery of corporate tax, indirect tax and employment tax compliance across a diverse group of businesses while contributing to a range of tax projects and continuous improvement initiatives. This is a varied position offering genuine breadth and excellent long-term development within an established in-house tax function. Key Responsibilities Support the preparation of UK and international corporate tax returns, working alongside external advisers where required. Assist with capital allowance claims, tax calculations and group tax reporting. Prepare VAT and indirect tax returns across multiple jurisdictions. Support employment tax compliance, including annual reporting requirements. Analyse financial data to support tax reporting, reconciliations and compliance. Maintain and develop tax models, reporting tools and compliance trackers. Support tax-related projects, acquisitions and business initiatives. Assist with tax audits, enquiries and communications with external advisers and tax authorities. Provide practical tax guidance to finance teams across the wider business. Identify opportunities to improve tax processes, controls and reporting. About You We're looking for someone with a strong grounding in corporate tax or indirect tax who is keen to broaden their experience within an in-house environment. You'll ideally have: ATT/CTA part qualification (or equivalent). Previous experience within corporate tax, VAT or a mixed tax environment. Strong Excel skills and confidence working with large datasets. Excellent analytical skills with strong attention to detail. The ability to manage multiple deadlines and work independently. Strong communication skills with the confidence to build relationships across the business. Experience within an in-house tax function, international tax exposure or knowledge of IFRS tax reporting would be advantageous but is by no means essential. What's on Offer Competitive salary. Generous annual leave with holiday buy/sell scheme. Company pension. Health cash plan. Flexible benefits including discounted gym membership and cycle to work scheme. Excellent career development within a growing international business. Broad exposure across corporate tax, VAT, international tax and commercial projects. If you're looking to build your career within an established in-house tax team where you'll gain exposure beyond traditional compliance work, we'd love to hear from you.
Integro Partners
Paraplanner
Integro Partners
Paraplanner Up to £45,000 DOE Multiple locations across the UK 3 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support. The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs. Key Responsibilities: Client Analysis: Understand clients' financial situation, objectives, and risk profiles. Research & Support: Conduct research on financial products, solutions, and cashflow modelling. Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures. Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation. Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions. Key Skills & Experience: Experience in a Paraplanning or similar support role. Strong analytical skills and knowledge of financial planning tools. Excellent communication and attention to detail. Ability to manage tasks efficiently and adhere to compliance standards.
Aug 03, 2026
Full time
Paraplanner Up to £45,000 DOE Multiple locations across the UK 3 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support. The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs. Key Responsibilities: Client Analysis: Understand clients' financial situation, objectives, and risk profiles. Research & Support: Conduct research on financial products, solutions, and cashflow modelling. Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures. Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation. Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions. Key Skills & Experience: Experience in a Paraplanning or similar support role. Strong analytical skills and knowledge of financial planning tools. Excellent communication and attention to detail. Ability to manage tasks efficiently and adhere to compliance standards.
Reed
Ifa Administrator/Trainee Paraplanner 2 days in office 3 days wfh
Reed Exeter, Devon
Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
Aug 03, 2026
Full time
Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.
Hays
Independent Financial Adviser
Hays
Your new company Due to growth, a new opportunity has arisen within a very well-established firm of IFAs for a Financial Adviser/Chartered Financial Planner. Independently owned, the ethos of the firm is focused on ensuring clients are provided with the best advice tailored to their needs and building strong client relationships for the long-term click apply for full job details
Aug 03, 2026
Full time
Your new company Due to growth, a new opportunity has arisen within a very well-established firm of IFAs for a Financial Adviser/Chartered Financial Planner. Independently owned, the ethos of the firm is focused on ensuring clients are provided with the best advice tailored to their needs and building strong client relationships for the long-term click apply for full job details
WEALTHLINK RECRUITMENT LTD
Financial Services Administrator / IFA Administrator
WEALTHLINK RECRUITMENT LTD Sheffield, Yorkshire
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
Aug 03, 2026
Full time
Financial Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.
Dynamite Recruitment
Financial Planning Administrator
Dynamite Recruitment Bournemouth, Dorset
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Aug 03, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
WEALTHLINK RECRUITMENT LTD
IFA Administrator (Part-Time)
WEALTHLINK RECRUITMENT LTD Malmesbury, Wiltshire
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Aug 03, 2026
Full time
Financial Services Administrator (Part-Time) Location: Malmesbury, Wiltshire Salary: £30,000 - £35,000 pro rata (dependent on experience) Hours: Part-time - 3 days per week (flexible working pattern) Working Arrangement: Office-based initially, with the opportunity for hybrid working (1 day per week from home) following successful completion of probation What's On Offer Competitive salary of £30,000 - £35,000 pro rata depending on experience Flexible part-time working arrangement (3 days per week) Flexibility around working days and hours, with Fridays required Office-based role within a professional financial services environment Hybrid working opportunity following successful completion of probation Opportunity to join an established and successful team Supportive working environment with long-term career stability About You You will be an experienced Financial Services Administrator who takes pride in delivering a high level of service and enjoys being part of a close-knit team. You will be organised, dependable and able to work independently while managing a varied workload. About the Opportunity An established and highly regarded independent financial services firm based in Malmsbury is looking to appoint an experienced Financial Services Administrator to join their professional and friendly team. This is an excellent opportunity for an experienced administrator who is looking for a part-time role within a supportive environment, where they can play a key role in delivering an excellent service to clients and supporting experienced Financial Advisers. The working pattern is flexible, with the successful candidate able to agree suitable days and hours around their requirements; however, availability to work on a Friday will be essential. The Role Working closely with Financial Advisers and the wider support team, you will provide high-quality administrative support across the full client journey. You will be responsible for ensuring client cases are processed efficiently, records are maintained accurately, and clients receive a professional and timely service. The role would suit an experienced Financial Services Administrator who enjoys working within a client-focused environment and has a strong understanding of the requirements of an IFA or wealth management business. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Managing client administration throughout the financial planning process Preparing client documentation, reports and correspondence Processing new business applications and tracking cases through to completion Liaising with pension providers, investment platforms, insurers and other third parties Maintaining accurate client records and updating internal systems Preparing meeting packs and adviser support documentation Supporting ongoing client reviews and servicing requirements Assisting with compliance-related administration and ensuring FCA processes are followed Handling client queries professionally and providing excellent levels of service Skills & Experience Required Previous experience within Financial Services administration is essential Experience working within an IFA, wealth management or financial planning environment Good understanding of pensions, investments, protection and general financial planning processes Strong organisational skills with excellent attention to detail Ability to manage multiple priorities and work to deadlines Confident communicating with clients, providers and colleagues Strong IT skills including Microsoft Office and experience using financial services systems Professional, reliable and client-focused approach
Michael Page Legal
Commercial Contracts Solicitor - Funds (Interim)
Michael Page Legal
An international law firm is seeking a Senior Commercial Contracts Solicitor to support a major asset management client on a range of commercial and funds-related agreements. This is an excellent opportunity for a commercially focused lawyer to work on sophisticated contractual matters while developing expertise within the investment funds sector. Client Details Our client is a leading international law firm with a strong reputation for advising global financial institutions, asset managers and investment funds. The firm delivers innovative legal solutions across a broad range of commercial, regulatory and transactional matters and supports clients on complex cross-border projects. With a collaborative and forward-thinking culture, the firm offers lawyers the opportunity to work on market-leading matters while developing specialist expertise within their chosen practice areas. Description Drafting, reviewing and negotiating complex commercial agreements that include: Fundraising Agreements Distribution Agreements Platform Agreements Fund Link Agreements Service and Supplier Agreements Commercial Partnership Agreements Other asset management and funds-related contractual arrangements Advising on contractual, legal and commercial risk. Supporting stakeholders on day-to-day commercial legal matters. Managing negotiations with counterparties and external advisers. Providing pragmatic, solutions-focused legal advice. Working collaboratively with internal teams and client stakeholders in a fully remote environment. Profile Essential Senior Qualified Solicitor in England & Wales. (5 PQE+) Strong commercial contracts background. Demonstrable experience drafting, reviewing and negotiating complex agreements. Excellent communication and stakeholder management skills. Ability to work independently and manage competing priorities. Commercially minded with a practical approach to problem solving. Desirable Experience within asset management, investment management or financial services. Exposure to funds-related commercial agreements. Interest in developing specialist expertise within the funds sector. Job Offer Competitive Salary Opportunity to work for a leading international law firm Exposure to high-quality funds and asset management work Varied and intellectually challenging commercial contracts portfolio Significant client-facing responsibility Opportunity to develop specialist knowledge within the investment funds sector Collaborative and supportive team environment Flexible working with a strong emphasis on autonomy and trust
Aug 02, 2026
Seasonal
An international law firm is seeking a Senior Commercial Contracts Solicitor to support a major asset management client on a range of commercial and funds-related agreements. This is an excellent opportunity for a commercially focused lawyer to work on sophisticated contractual matters while developing expertise within the investment funds sector. Client Details Our client is a leading international law firm with a strong reputation for advising global financial institutions, asset managers and investment funds. The firm delivers innovative legal solutions across a broad range of commercial, regulatory and transactional matters and supports clients on complex cross-border projects. With a collaborative and forward-thinking culture, the firm offers lawyers the opportunity to work on market-leading matters while developing specialist expertise within their chosen practice areas. Description Drafting, reviewing and negotiating complex commercial agreements that include: Fundraising Agreements Distribution Agreements Platform Agreements Fund Link Agreements Service and Supplier Agreements Commercial Partnership Agreements Other asset management and funds-related contractual arrangements Advising on contractual, legal and commercial risk. Supporting stakeholders on day-to-day commercial legal matters. Managing negotiations with counterparties and external advisers. Providing pragmatic, solutions-focused legal advice. Working collaboratively with internal teams and client stakeholders in a fully remote environment. Profile Essential Senior Qualified Solicitor in England & Wales. (5 PQE+) Strong commercial contracts background. Demonstrable experience drafting, reviewing and negotiating complex agreements. Excellent communication and stakeholder management skills. Ability to work independently and manage competing priorities. Commercially minded with a practical approach to problem solving. Desirable Experience within asset management, investment management or financial services. Exposure to funds-related commercial agreements. Interest in developing specialist expertise within the funds sector. Job Offer Competitive Salary Opportunity to work for a leading international law firm Exposure to high-quality funds and asset management work Varied and intellectually challenging commercial contracts portfolio Significant client-facing responsibility Opportunity to develop specialist knowledge within the investment funds sector Collaborative and supportive team environment Flexible working with a strong emphasis on autonomy and trust
Equals One Ltd
Financial Adviser
Equals One Ltd Doncaster, Yorkshire
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-qual click apply for full job details
Aug 02, 2026
Full time
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-qual click apply for full job details
RecruitME
Independent Financial Advisor
RecruitME Grantham, Lincolnshire
Independent Financial Adviser Location: Grantham or Newark Hours: Monday to Friday, 9.00am5.15pm Salary: Dependent on experience Are you an experienced Independent Financial Adviser looking for a role where you can build trusted client relationships, work closely with a respected professional services team and play a key part in the growth of an ambitious Wealth Management division? We are recruiting o click apply for full job details
Aug 02, 2026
Full time
Independent Financial Adviser Location: Grantham or Newark Hours: Monday to Friday, 9.00am5.15pm Salary: Dependent on experience Are you an experienced Independent Financial Adviser looking for a role where you can build trusted client relationships, work closely with a respected professional services team and play a key part in the growth of an ambitious Wealth Management division? We are recruiting o click apply for full job details
Yolk Recruitment
Private Client Solicitor/Lawyer
Yolk Recruitment Bath, Somerset
Opportunity: Private Client Solicitor / Lawyer (3+ PQE) Location: Bath (Hybrid and Flexible Working) Salary: Up to 95,000 + Bonus Are you looking for more than just your next Private Client role? This is an exciting opportunity to join a modern, ambitious law firm at a pivotal stage of growth. With an established presence across England and Wales and a brand-new office in Bath, the firm is investing in its future and is looking for an experienced Private Client Solicitor or Lawyer to help shape the next chapter. Unlike many roles where you'll inherit an established caseload and simply maintain the status quo, this is a genuine opportunity to influence the growth of the Private Client offering in Bath. You'll become a key member of a collaborative team, enjoy real autonomy and play an important role in developing the firm's presence across the South West. Founded over a decade ago, the firm has grown rapidly into a respected multi-office practice by combining high-quality legal advice with a modern, client-focused approach. Their continued expansion reflects both their ambition and their commitment to investing in talented lawyers who want to build long-term careers. The Opportunity: You'll advise a broad range of individuals, families, business owners and high-net-worth clients across the full spectrum of private client matters, including: Wills and estate planning Probate and estate administration Trusts Lasting Powers of Attorney Inheritance Tax and succession planning Wealth management and business succession planning Building and developing long-term client relationships Working closely with accountants, independent financial advisers and other professional referrers to deliver joined-up advice Supporting the continued growth of the Private Client team and helping to develop the firm's profile across the region This is an opportunity to work on varied, high-quality matters while enjoying the freedom to develop your own practice within a supportive and entrepreneurial environment. What We Are Looking For: Qualified Solicitor or Chartered Legal Executive with 3+ years' PQE in Private Client. Strong technical experience across a broad range of private client matters. Excellent communication and client care skills. Someone who enjoys building trusted, long-term relationships with clients and referrers. Commercial awareness with an interest in business development. A collaborative approach combined with the confidence to work autonomously. Ambitious, proactive and looking to play a key role in a growing team. What Is in It for You? High-quality, varied private client work with individuals, families, business owners and high-net-worth clients. The opportunity to join a growing national firm with a modern, forward-thinking approach - a rare chance to help shape and grow a brand-new office rather than stepping into an established team. Genuine autonomy and the opportunity to build your own profile and client relationships. A collaborative, supportive culture where ideas are encouraged and progression is based on contribution. Clear opportunities for long-term career development as the firm continues to expand. Some specific benefits include: private health insurance, company pension, enhanced annual leave + birthday leave and support with training/further professional development. If you're looking for a role where you can make an impact, enjoy excellent quality work and progress alongside an ambitious and growing firm, we would love to hear from you! Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Aug 01, 2026
Full time
Opportunity: Private Client Solicitor / Lawyer (3+ PQE) Location: Bath (Hybrid and Flexible Working) Salary: Up to 95,000 + Bonus Are you looking for more than just your next Private Client role? This is an exciting opportunity to join a modern, ambitious law firm at a pivotal stage of growth. With an established presence across England and Wales and a brand-new office in Bath, the firm is investing in its future and is looking for an experienced Private Client Solicitor or Lawyer to help shape the next chapter. Unlike many roles where you'll inherit an established caseload and simply maintain the status quo, this is a genuine opportunity to influence the growth of the Private Client offering in Bath. You'll become a key member of a collaborative team, enjoy real autonomy and play an important role in developing the firm's presence across the South West. Founded over a decade ago, the firm has grown rapidly into a respected multi-office practice by combining high-quality legal advice with a modern, client-focused approach. Their continued expansion reflects both their ambition and their commitment to investing in talented lawyers who want to build long-term careers. The Opportunity: You'll advise a broad range of individuals, families, business owners and high-net-worth clients across the full spectrum of private client matters, including: Wills and estate planning Probate and estate administration Trusts Lasting Powers of Attorney Inheritance Tax and succession planning Wealth management and business succession planning Building and developing long-term client relationships Working closely with accountants, independent financial advisers and other professional referrers to deliver joined-up advice Supporting the continued growth of the Private Client team and helping to develop the firm's profile across the region This is an opportunity to work on varied, high-quality matters while enjoying the freedom to develop your own practice within a supportive and entrepreneurial environment. What We Are Looking For: Qualified Solicitor or Chartered Legal Executive with 3+ years' PQE in Private Client. Strong technical experience across a broad range of private client matters. Excellent communication and client care skills. Someone who enjoys building trusted, long-term relationships with clients and referrers. Commercial awareness with an interest in business development. A collaborative approach combined with the confidence to work autonomously. Ambitious, proactive and looking to play a key role in a growing team. What Is in It for You? High-quality, varied private client work with individuals, families, business owners and high-net-worth clients. The opportunity to join a growing national firm with a modern, forward-thinking approach - a rare chance to help shape and grow a brand-new office rather than stepping into an established team. Genuine autonomy and the opportunity to build your own profile and client relationships. A collaborative, supportive culture where ideas are encouraged and progression is based on contribution. Clear opportunities for long-term career development as the firm continues to expand. Some specific benefits include: private health insurance, company pension, enhanced annual leave + birthday leave and support with training/further professional development. If you're looking for a role where you can make an impact, enjoy excellent quality work and progress alongside an ambitious and growing firm, we would love to hear from you! Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Hays
Financial Adviser (IFA) Client Bank Provided
Hays
Your new company An excellent advisory opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Adviser. Flexible working culture, advisers manage their own diaries, with no requirement to be in the office. Advisers enjoy a high level of support and a lot of autonomy. Your new role Employed role providing independent advice across the full range of financial plann click apply for full job details
Aug 01, 2026
Full time
Your new company An excellent advisory opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Adviser. Flexible working culture, advisers manage their own diaries, with no requirement to be in the office. Advisers enjoy a high level of support and a lot of autonomy. Your new role Employed role providing independent advice across the full range of financial plann click apply for full job details
Money Adviser
NFP People LTD Chesterfield, Derbyshire
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.
Aug 01, 2026
Full time
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.

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