Customer Service Advisor - Financial Services City of London Salary: 16.00 per hour Hours: 2pm - 11pm Hybrid - 3 days office, 2 days home Location: City of London - Amazing office with free breakfast and lunch. Late shift, hybrid, and a genuine route into financial services. If you want contact centre experience that actually builds a career, this is it. We're recruiting on behalf of a fast-growing financial services business for a Customer Service Advisor to join their London customer support team. You'll be the first point of contact for customers dealing with their accounts, payments and transactions - work that carries real responsibility and gives you exposure to a regulated environment from day one. What you'll be doing Handling inbound calls from customers about accounts, payments and transactions Resolving queries first time where possible, and escalating appropriately where not Accurately recording customer information and case notes on internal systems Investigating issues and following them through to resolution Identifying and supporting customers in vulnerable circumstances in line with company policy Working to internal procedures and regulatory standards on every interaction What you'll need Customer service or contact centre experience (financial services background welcome but not essential) Clear, confident communication and genuine listening skills Strong attention to detail - accuracy matters in a regulated environment Comfortable picking up new systems and software quickly Able to stay composed and effective in a fast-paced, high-volume setting Availability to work the 2pm - 11pm shift pattern What's on offer Full training and ongoing development, including support towards financial services qualifications Hybrid working after training Clear progression routes into complaints, fraud, operations and beyond A supportive team environment in a business that's growing quickly Interested? Apply now with your CV. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Aug 13, 2026
Seasonal
Customer Service Advisor - Financial Services City of London Salary: 16.00 per hour Hours: 2pm - 11pm Hybrid - 3 days office, 2 days home Location: City of London - Amazing office with free breakfast and lunch. Late shift, hybrid, and a genuine route into financial services. If you want contact centre experience that actually builds a career, this is it. We're recruiting on behalf of a fast-growing financial services business for a Customer Service Advisor to join their London customer support team. You'll be the first point of contact for customers dealing with their accounts, payments and transactions - work that carries real responsibility and gives you exposure to a regulated environment from day one. What you'll be doing Handling inbound calls from customers about accounts, payments and transactions Resolving queries first time where possible, and escalating appropriately where not Accurately recording customer information and case notes on internal systems Investigating issues and following them through to resolution Identifying and supporting customers in vulnerable circumstances in line with company policy Working to internal procedures and regulatory standards on every interaction What you'll need Customer service or contact centre experience (financial services background welcome but not essential) Clear, confident communication and genuine listening skills Strong attention to detail - accuracy matters in a regulated environment Comfortable picking up new systems and software quickly Able to stay composed and effective in a fast-paced, high-volume setting Availability to work the 2pm - 11pm shift pattern What's on offer Full training and ongoing development, including support towards financial services qualifications Hybrid working after training Clear progression routes into complaints, fraud, operations and beyond A supportive team environment in a business that's growing quickly Interested? Apply now with your CV. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
Aug 13, 2026
Full time
IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Support with client updates and communications Process new business applications, including checks to confirm documentation is accurate Process client requests including withdrawals, statements, change of information etc We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now!
Salary : From 75,000 plus car/allowance, bonus, enhanced pension and private medical cover Location : National role with regular travel to customer sites, Cannock office and other UK Veolia sites. Are you a strategic health leader ready to make a real difference? Veolia is seeking an exceptional Head of Injury Prevention Risk Strategy to drive organisational excellence in occupational health and injury prevention across our UK & Ireland operations. When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: - Access to our enhanced company pension scheme - 25 days holiday with opportunity to purchase additional holiday - Discounts on a range of well known retailers and such things as groceries - Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to - 24 hour access to a virtual GP, 365 days a year, for you and family members in your household - One paid days leave every year to volunteer and support your community - Ongoing training and development opportunities, allowing you to reach your full potential - Stream - Employee financial well-being support: early access to your earned pay, savings, budgeting, financial coaching & rewards. This is a pivotal senior leadership role where you'll shape the future of workplace health and safety. You'll work at the executive level, reporting directly to our Chief Risk & Assurance Officer, leading transformational change that protects our workforce and strengthens our business resilience. What you'll be doing: Leading Strategic Change: Design and implement comprehensive organisational strategies to prevent musculoskeletal injuries, occupational illness, and key health risks across all UK & Ireland businesses Driving Excellence: Establish long-term health and injury management strategies that embed prevention, early intervention, occupational hygiene, and effective return-to-work programmes Building High-Performance Teams: Lead and mentor 0-3 direct reports and influence up to 24 indirect reports, fostering a culture of accountability and continuous improvement Partnering with Stakeholders: Collaborate with operational leaders, clinicians, and external providers to ensure compliance, quality service delivery, and robust governance Advising at the Top: Serve as a trusted advisor to the Executive Committee, providing strategic insights on emerging risks, regulatory changes, and workforce trends Championing Compliance: Ensure accurate, timely reporting to regulators and deliver actionable intelligence for executive decision-making. If you're a visionary health leader with the strategic acumen, stakeholder influence, and operational expertise to transform workplace health and safety, we want to hear from you. What we're looking for: Essential: Degree in a health-related field (health management, nursing, physiotherapy, occupational therapy) OR extensive industry experience in a similar senior role Proven track record in leading occupational health, risk management, and accident/incident investigation Demonstrated success delivering change and improvement programmes - a strategic thinker with the ability to create implementation plans and drive organisational change Strong experience working at senior level in a collaborative, matrix environment, with business acumen combined with financial management capability Pragmatic problem-solver with strong project management skills Willing to be visible and accessible - you'll visit sites and meet teams regularly Desirable: NEBOSH Certificate Apply now and help us build a safer, healthier workplace for everyone. What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Aug 13, 2026
Full time
Salary : From 75,000 plus car/allowance, bonus, enhanced pension and private medical cover Location : National role with regular travel to customer sites, Cannock office and other UK Veolia sites. Are you a strategic health leader ready to make a real difference? Veolia is seeking an exceptional Head of Injury Prevention Risk Strategy to drive organisational excellence in occupational health and injury prevention across our UK & Ireland operations. When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: - Access to our enhanced company pension scheme - 25 days holiday with opportunity to purchase additional holiday - Discounts on a range of well known retailers and such things as groceries - Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to - 24 hour access to a virtual GP, 365 days a year, for you and family members in your household - One paid days leave every year to volunteer and support your community - Ongoing training and development opportunities, allowing you to reach your full potential - Stream - Employee financial well-being support: early access to your earned pay, savings, budgeting, financial coaching & rewards. This is a pivotal senior leadership role where you'll shape the future of workplace health and safety. You'll work at the executive level, reporting directly to our Chief Risk & Assurance Officer, leading transformational change that protects our workforce and strengthens our business resilience. What you'll be doing: Leading Strategic Change: Design and implement comprehensive organisational strategies to prevent musculoskeletal injuries, occupational illness, and key health risks across all UK & Ireland businesses Driving Excellence: Establish long-term health and injury management strategies that embed prevention, early intervention, occupational hygiene, and effective return-to-work programmes Building High-Performance Teams: Lead and mentor 0-3 direct reports and influence up to 24 indirect reports, fostering a culture of accountability and continuous improvement Partnering with Stakeholders: Collaborate with operational leaders, clinicians, and external providers to ensure compliance, quality service delivery, and robust governance Advising at the Top: Serve as a trusted advisor to the Executive Committee, providing strategic insights on emerging risks, regulatory changes, and workforce trends Championing Compliance: Ensure accurate, timely reporting to regulators and deliver actionable intelligence for executive decision-making. If you're a visionary health leader with the strategic acumen, stakeholder influence, and operational expertise to transform workplace health and safety, we want to hear from you. What we're looking for: Essential: Degree in a health-related field (health management, nursing, physiotherapy, occupational therapy) OR extensive industry experience in a similar senior role Proven track record in leading occupational health, risk management, and accident/incident investigation Demonstrated success delivering change and improvement programmes - a strategic thinker with the ability to create implementation plans and drive organisational change Strong experience working at senior level in a collaborative, matrix environment, with business acumen combined with financial management capability Pragmatic problem-solver with strong project management skills Willing to be visible and accessible - you'll visit sites and meet teams regularly Desirable: NEBOSH Certificate Apply now and help us build a safer, healthier workplace for everyone. What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Enterprise Account Executive - Consulting/Advisory £80 100,000 Basic Salary £150,000 £200,000 OTE (uncapped) Equity Im partnering with a fast-scaling consultancy that has carved out a strong position within regulated markets, delivering high-value transformation and advisory programmes to enterprise clients across Banking, Financial Services and Insurance click apply for full job details
Aug 13, 2026
Full time
Enterprise Account Executive - Consulting/Advisory £80 100,000 Basic Salary £150,000 £200,000 OTE (uncapped) Equity Im partnering with a fast-scaling consultancy that has carved out a strong position within regulated markets, delivering high-value transformation and advisory programmes to enterprise clients across Banking, Financial Services and Insurance click apply for full job details
Ernest Gordon Recruitment Limited
Bury St. Edmunds, Suffolk
HR Administrator (Part Time) 35,000 - 37,000 Pro Rata + 22 Days Holiday + Bank Holidays + Birthday Leave + Private Healthcare + 6% Pension + Life Assurance + Company Benefits + Hybrid Part-Time, 20-25 Hours per Week Bury St Edmunds Are you an HR Administrator or similar looking for a varied part-time role within a professional and supportive business? On offer is the opportunity to join a well-established professional services firm bringing together accountancy, tax, legal, financial planning and investment management services. The company offers a friendly and professional working environment and places a strong focus on employee wellbeing, development and long-term retention. In this varied role, you will provide day-to-day HR support across the business, including first-line advice, recruitment, onboarding, employee records, absence, performance, training and employee relations. You will report to the Operations Director, escalating complex matters where required, while supporting HR policies, compliance and staff wellbeing initiatives. This role would suit a HR Administrator or similar seeking a flexible, part-time position within a professional business offering a strong benefits package. The Role Provide first-line HR support to employees and managers Coordinate recruitment, onboarding and pre-employment checks Maintain employee records, contracts and HR documentation Support absence, employee relations, performance and training processes The Person HR Officer, HR Advisor, HR Administrator or similar Previous experience working within an HR position Knowledge of employment legislation and HR best practice Commutable to Bury St Edmunds Reference: BBBH26683A If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Aug 13, 2026
Full time
HR Administrator (Part Time) 35,000 - 37,000 Pro Rata + 22 Days Holiday + Bank Holidays + Birthday Leave + Private Healthcare + 6% Pension + Life Assurance + Company Benefits + Hybrid Part-Time, 20-25 Hours per Week Bury St Edmunds Are you an HR Administrator or similar looking for a varied part-time role within a professional and supportive business? On offer is the opportunity to join a well-established professional services firm bringing together accountancy, tax, legal, financial planning and investment management services. The company offers a friendly and professional working environment and places a strong focus on employee wellbeing, development and long-term retention. In this varied role, you will provide day-to-day HR support across the business, including first-line advice, recruitment, onboarding, employee records, absence, performance, training and employee relations. You will report to the Operations Director, escalating complex matters where required, while supporting HR policies, compliance and staff wellbeing initiatives. This role would suit a HR Administrator or similar seeking a flexible, part-time position within a professional business offering a strong benefits package. The Role Provide first-line HR support to employees and managers Coordinate recruitment, onboarding and pre-employment checks Maintain employee records, contracts and HR documentation Support absence, employee relations, performance and training processes The Person HR Officer, HR Advisor, HR Administrator or similar Previous experience working within an HR position Knowledge of employment legislation and HR best practice Commutable to Bury St Edmunds Reference: BBBH26683A If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Title: Financial Advisor Type: Permanent Hours: Full Time Location: Moray Salary: £57,000 - £71,000 Details: Our client is looking to appoint an experienced and qualified IFA to join their team based in Moray click apply for full job details
Aug 13, 2026
Full time
Title: Financial Advisor Type: Permanent Hours: Full Time Location: Moray Salary: £57,000 - £71,000 Details: Our client is looking to appoint an experienced and qualified IFA to join their team based in Moray click apply for full job details
Client Support Advisor Wolverhampton, WV10 9LE 26,520 rising to 27,040 following successful completion of training Permanent Office based Monday to Friday Full-time applications are welcome, and we are also happy to consider two part-time candidates looking for a job share. Looking for more than just another customer service job? We don't simply answer telephones. We become a genuine extension of our clients' businesses, making sure every caller receives the warm, professional and helpful service our clients would give themselves. Every day is different. One minute you'll be managing a busy diary for a business consultant, the next you'll be booking appointments for a physiotherapy clinic, supporting an IT or telecoms company, or helping a financial services or property business look after its customers. If you enjoy talking to people, thrive in a busy environment and take pride in getting the details right, we'd love to hear from you. About us Established in 2007, we now support more than 300 businesses across the UK with professional telephone answering and virtual PA services. We're proud of the team we've built. Our longest-serving team member has been with us for over 18 years, several others for more than 10 years, and many have built long-term careers here. We believe in supporting our people, recognising potential and promoting from within whenever possible. You'll also be sharing the office with Looby Loo, our resident Cockapoo and unofficial head of workplace wellbeing. The Client Support Advisor role You'll become a trusted extension of our clients' businesses, delivering exceptional service on every call. Your responsibilities will include: Answering calls professionally on behalf of multiple clients Managing diaries and booking appointments accurately Taking detailed messages and forwarding them promptly by email and WhatsApp Representing each client with confidence, warmth and professionalism Prioritising urgent enquiries while maintaining excellent service standards Using Microsoft 365, Google Workspace, Capsule CRM and bespoke software Managing several tasks and priorities in a busy office environment Working as part of a friendly and supportive office team About you You'll have: Proven experience in a customer service, reception or telephone-based role An excellent telephone manner and strong spoken and written English Excellent organisation, accuracy and attention to detail Confidence using computer systems and learning new software The ability to stay calm and organised while juggling different priorities A genuine passion for delivering outstanding customer service What's in it for you as a Client Support Advisor Full-time opportunity, with two part-time job-share applications also welcome Competitive salary with progression following successful completion of training 36 days' holiday including Bank Holidays Annual leave that can be booked by the hour Company pension Paid 30-minute lunch break Free on-site parking Structured training and ongoing support Genuine career progression, including promotion opportunities from within A friendly, supportive working environment One of our recent apprentices has successfully completed their apprenticeship and is already being fast-tracked into a senior role, demonstrating our commitment to developing our people. Recruitment process We're a values-led business, so as part of our recruitment process you'll be invited to complete a short values assessment. This is a fully office-based role at Wolverhampton, WV10 9LE. Applicants must already have the right to work in the UK. Sponsorship is not available. Apply today for this Client Support Advisor opportunity If you're looking for a varied role where you'll make a real difference to businesses across the UK and become part of a supportive team, we'd love to hear from you. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
Aug 13, 2026
Full time
Client Support Advisor Wolverhampton, WV10 9LE 26,520 rising to 27,040 following successful completion of training Permanent Office based Monday to Friday Full-time applications are welcome, and we are also happy to consider two part-time candidates looking for a job share. Looking for more than just another customer service job? We don't simply answer telephones. We become a genuine extension of our clients' businesses, making sure every caller receives the warm, professional and helpful service our clients would give themselves. Every day is different. One minute you'll be managing a busy diary for a business consultant, the next you'll be booking appointments for a physiotherapy clinic, supporting an IT or telecoms company, or helping a financial services or property business look after its customers. If you enjoy talking to people, thrive in a busy environment and take pride in getting the details right, we'd love to hear from you. About us Established in 2007, we now support more than 300 businesses across the UK with professional telephone answering and virtual PA services. We're proud of the team we've built. Our longest-serving team member has been with us for over 18 years, several others for more than 10 years, and many have built long-term careers here. We believe in supporting our people, recognising potential and promoting from within whenever possible. You'll also be sharing the office with Looby Loo, our resident Cockapoo and unofficial head of workplace wellbeing. The Client Support Advisor role You'll become a trusted extension of our clients' businesses, delivering exceptional service on every call. Your responsibilities will include: Answering calls professionally on behalf of multiple clients Managing diaries and booking appointments accurately Taking detailed messages and forwarding them promptly by email and WhatsApp Representing each client with confidence, warmth and professionalism Prioritising urgent enquiries while maintaining excellent service standards Using Microsoft 365, Google Workspace, Capsule CRM and bespoke software Managing several tasks and priorities in a busy office environment Working as part of a friendly and supportive office team About you You'll have: Proven experience in a customer service, reception or telephone-based role An excellent telephone manner and strong spoken and written English Excellent organisation, accuracy and attention to detail Confidence using computer systems and learning new software The ability to stay calm and organised while juggling different priorities A genuine passion for delivering outstanding customer service What's in it for you as a Client Support Advisor Full-time opportunity, with two part-time job-share applications also welcome Competitive salary with progression following successful completion of training 36 days' holiday including Bank Holidays Annual leave that can be booked by the hour Company pension Paid 30-minute lunch break Free on-site parking Structured training and ongoing support Genuine career progression, including promotion opportunities from within A friendly, supportive working environment One of our recent apprentices has successfully completed their apprenticeship and is already being fast-tracked into a senior role, demonstrating our commitment to developing our people. Recruitment process We're a values-led business, so as part of our recruitment process you'll be invited to complete a short values assessment. This is a fully office-based role at Wolverhampton, WV10 9LE. Applicants must already have the right to work in the UK. Sponsorship is not available. Apply today for this Client Support Advisor opportunity If you're looking for a varied role where you'll make a real difference to businesses across the UK and become part of a supportive team, we'd love to hear from you. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
Royal London is a Financial Services company with a difference. As the UK's largest mutual life, pensions and investment company, we're owned by our members and work for their benefit, not for shareholder profits. We've grown rapidly and have been recognised as one of the UK's top rated places to work. Today, Royal London has over £170 billion of assets under management, and around 4,000 employees working in five offices across the UK and Ireland. As an organisation, they have worked hard to become experts in specialist markets, building a trusted brand, with plenty of awards to show for it. We've worked hard to become experts in our specialist markets, building a trusted brand - and our teams have plenty of awards to show for it. Whatever team you're interested in joining and whatever role you play, we'll help you to make a difference. AMS is a global workforce solutions partner committed to creating inclusive, dynamic, and future-ready workplaces. We help organisations adapt, grow, and thrive in an ever-evolving world by building, shaping, and optimising diverse talent strategies. We partner with Royal London to support their contingent Recruitment processes Acting as an extension of their recruitment team, we connect them with skilled interim and temporary professionals, fostering workplaces where everyone can contribute and succeed. On behalf of our client, Royal London. We are looking for a Senior Compliance Officer for a 6 month contract . Based in Edinburgh or Glasgow , with a 50/50 hybrid working model. Purpose of the role Join a highly experienced Compliance team where you'll play a key role in helping the business navigate an evolving regulatory landscape. Acting as a trusted advisor, you'll provide practical FCA compliance guidance to stakeholders across the organisation, ensuring regulatory requirements are understood, interpreted and embedded into business activities. This is an excellent opportunity to work closely with senior leaders, contribute to governance and regulatory oversight, and support strategic business change within a fast-paced Financial Services environment. What you'll do Act as a trusted compliance advisor, providing clear and practical regulatory guidance to stakeholders across the business. Interpret FCA rules and regulatory requirements, helping colleagues understand their obligations and make informed business decisions. Respond to a wide range of day-to-day compliance queries, offering commercially balanced advice. Represent Compliance at stakeholder meetings, providing regulatory input on business initiatives and decision making. Support governance activities through committee attendance, reporting and regulatory oversight. Contribute to strategic and regulatory-driven business change programmes, ensuring compliance considerations are embedded throughout. Monitor regulatory developments and assess their impact on the business. Build strong relationships with stakeholders across multiple business functions. Support and mentor junior members of the Compliance team where required. Prioritise a varied workload, managing multiple requests and competing priorities in a dynamic environment. The Skills you'll need Significant experience within a Financial Services compliance environment. Strong understanding of FCA regulations and the ability to interpret complex regulatory requirements. Experience within Life & Pensions is highly desirable, although candidates from other regulated Financial Services environments, including Banking, will also be considered. Proven ability to provide practical, commercially aware compliance advice to business stakeholders. Experience supporting governance activities, regulatory reporting and compliance oversight. Strong stakeholder management skills, with confidence influencing and advising colleagues at all levels. Experience supporting regulatory or business change initiatives. Excellent communication skills, with the ability to explain complex regulatory matters clearly. Highly organised with the ability to manage changing priorities and work independently. Next steps This client will only accept workers operating via an Umbrella engagement model. If you are interested in applying for this position and meet the criteria outlined above, please click the link to apply and speak to one of our sourcing specialists now. AMS, a Recruitment Process Outsourcing Company, may in the delivery of some of its services be deemed to operate as an Employment Agency or an Employment Business.
Aug 13, 2026
Contractor
Royal London is a Financial Services company with a difference. As the UK's largest mutual life, pensions and investment company, we're owned by our members and work for their benefit, not for shareholder profits. We've grown rapidly and have been recognised as one of the UK's top rated places to work. Today, Royal London has over £170 billion of assets under management, and around 4,000 employees working in five offices across the UK and Ireland. As an organisation, they have worked hard to become experts in specialist markets, building a trusted brand, with plenty of awards to show for it. We've worked hard to become experts in our specialist markets, building a trusted brand - and our teams have plenty of awards to show for it. Whatever team you're interested in joining and whatever role you play, we'll help you to make a difference. AMS is a global workforce solutions partner committed to creating inclusive, dynamic, and future-ready workplaces. We help organisations adapt, grow, and thrive in an ever-evolving world by building, shaping, and optimising diverse talent strategies. We partner with Royal London to support their contingent Recruitment processes Acting as an extension of their recruitment team, we connect them with skilled interim and temporary professionals, fostering workplaces where everyone can contribute and succeed. On behalf of our client, Royal London. We are looking for a Senior Compliance Officer for a 6 month contract . Based in Edinburgh or Glasgow , with a 50/50 hybrid working model. Purpose of the role Join a highly experienced Compliance team where you'll play a key role in helping the business navigate an evolving regulatory landscape. Acting as a trusted advisor, you'll provide practical FCA compliance guidance to stakeholders across the organisation, ensuring regulatory requirements are understood, interpreted and embedded into business activities. This is an excellent opportunity to work closely with senior leaders, contribute to governance and regulatory oversight, and support strategic business change within a fast-paced Financial Services environment. What you'll do Act as a trusted compliance advisor, providing clear and practical regulatory guidance to stakeholders across the business. Interpret FCA rules and regulatory requirements, helping colleagues understand their obligations and make informed business decisions. Respond to a wide range of day-to-day compliance queries, offering commercially balanced advice. Represent Compliance at stakeholder meetings, providing regulatory input on business initiatives and decision making. Support governance activities through committee attendance, reporting and regulatory oversight. Contribute to strategic and regulatory-driven business change programmes, ensuring compliance considerations are embedded throughout. Monitor regulatory developments and assess their impact on the business. Build strong relationships with stakeholders across multiple business functions. Support and mentor junior members of the Compliance team where required. Prioritise a varied workload, managing multiple requests and competing priorities in a dynamic environment. The Skills you'll need Significant experience within a Financial Services compliance environment. Strong understanding of FCA regulations and the ability to interpret complex regulatory requirements. Experience within Life & Pensions is highly desirable, although candidates from other regulated Financial Services environments, including Banking, will also be considered. Proven ability to provide practical, commercially aware compliance advice to business stakeholders. Experience supporting governance activities, regulatory reporting and compliance oversight. Strong stakeholder management skills, with confidence influencing and advising colleagues at all levels. Experience supporting regulatory or business change initiatives. Excellent communication skills, with the ability to explain complex regulatory matters clearly. Highly organised with the ability to manage changing priorities and work independently. Next steps This client will only accept workers operating via an Umbrella engagement model. If you are interested in applying for this position and meet the criteria outlined above, please click the link to apply and speak to one of our sourcing specialists now. AMS, a Recruitment Process Outsourcing Company, may in the delivery of some of its services be deemed to operate as an Employment Agency or an Employment Business.
SF Executive are partnered with a highly successful, family-owned manufacturing business in Essex. They are seeking a Chief Financial Officer to lead them through a period of growth and to prepare them for a business transaction within the next few years. Our client is looking for an individual who is strong both technically and commercially. You will be comfortable with being involved in the detail when appropriate and leading and motivating the wider finance team. You will be a trusted advisor to the board, attending regular meetings and ensuring you are involved in the growth and direction of the business. To be considered for this role you will have significant experience in the manufacturing sector, ideally within family or privately ran businesses. It will be beneficial if you have operated within an international setting and have some exposure to a business transaction of some kind. The role will sit over not just finance but also commercial and procurement departments - you will therefore have had some exposure to these elements in the past. This role in located within Essex and will require the successful individual to be based on site 3 days per week (with an adult approach to flexibility).
Aug 13, 2026
Full time
SF Executive are partnered with a highly successful, family-owned manufacturing business in Essex. They are seeking a Chief Financial Officer to lead them through a period of growth and to prepare them for a business transaction within the next few years. Our client is looking for an individual who is strong both technically and commercially. You will be comfortable with being involved in the detail when appropriate and leading and motivating the wider finance team. You will be a trusted advisor to the board, attending regular meetings and ensuring you are involved in the growth and direction of the business. To be considered for this role you will have significant experience in the manufacturing sector, ideally within family or privately ran businesses. It will be beneficial if you have operated within an international setting and have some exposure to a business transaction of some kind. The role will sit over not just finance but also commercial and procurement departments - you will therefore have had some exposure to these elements in the past. This role in located within Essex and will require the successful individual to be based on site 3 days per week (with an adult approach to flexibility).
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a mod click apply for full job details
Aug 13, 2026
Full time
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a mod click apply for full job details
The Role On behalf of our client, we are seeking a Temporary Customer Contact Agent for a 4-week fixed-term contract (with potential extension). This role supports customers who are behind on mortgage payments and facing repossession. You will investigate arrears, provide empathetic guidance, and help customers understand their financial responsibilities. The role reports to a Team Manager and is supported by a Team Coach. It is a full-time, office-based position in Bristol. Responsibilities will include • Handle customer contact professionally and sensitively by telephone. • Support customers who are behind on mortgage payments. • Investigate arrears and review relevant account information. • Provide clear guidance to help customers understand their financial responsibilities. • Build rapport with customers in difficult or emotive situations. • Work closely with the Team Manager and Team Coach to meet service expectations. • Maintain accurate records of customer conversations and actions. • Contribute to the efficient delivery of a short-term client support assignment. The Person The ideal candidate is an empathetic communicator with strong telephone skills and experience in a credit control, customer service, or account management environment . You will be confident handling sensitive conversations and able to support customers in a calm, professional manner. Ideally you will have experience of working in a financial or professional services environment. • Effective telephone communication with empathy and tact. • Proven ability to build rapport and guide customers towards solutions. • Strong listening skills and the ability to handle emotive conversations. • Organised, reliable, and able to work effectively in a fast-paced setting. The Hours: Monday to Friday 9am - 5pm (35 hours) The Location: Central Bristol, no car parking (100% office based) The Salary: £14 per hour The Dates: This is to start on in a couple of week for 4 weeks with a potential extension.
Aug 13, 2026
Seasonal
The Role On behalf of our client, we are seeking a Temporary Customer Contact Agent for a 4-week fixed-term contract (with potential extension). This role supports customers who are behind on mortgage payments and facing repossession. You will investigate arrears, provide empathetic guidance, and help customers understand their financial responsibilities. The role reports to a Team Manager and is supported by a Team Coach. It is a full-time, office-based position in Bristol. Responsibilities will include • Handle customer contact professionally and sensitively by telephone. • Support customers who are behind on mortgage payments. • Investigate arrears and review relevant account information. • Provide clear guidance to help customers understand their financial responsibilities. • Build rapport with customers in difficult or emotive situations. • Work closely with the Team Manager and Team Coach to meet service expectations. • Maintain accurate records of customer conversations and actions. • Contribute to the efficient delivery of a short-term client support assignment. The Person The ideal candidate is an empathetic communicator with strong telephone skills and experience in a credit control, customer service, or account management environment . You will be confident handling sensitive conversations and able to support customers in a calm, professional manner. Ideally you will have experience of working in a financial or professional services environment. • Effective telephone communication with empathy and tact. • Proven ability to build rapport and guide customers towards solutions. • Strong listening skills and the ability to handle emotive conversations. • Organised, reliable, and able to work effectively in a fast-paced setting. The Hours: Monday to Friday 9am - 5pm (35 hours) The Location: Central Bristol, no car parking (100% office based) The Salary: £14 per hour The Dates: This is to start on in a couple of week for 4 weeks with a potential extension.
Are you the kind of leader who can keep a team motivated, performance high, and customers happy - even when the pressure is on? This is an opportunity for a hands-on leader who enjoys being in the thick of a fast-paced operation - coaching people, driving standards, solving problems in real time, and leading from the front when it matters most. As Customer Services Team Leader, you'll lead and support a team of Customer Service Advisors across a busy multi-channel environment, ensuring service delivery, quality, compliance, and customer experience remain consistently high. This role combines people leadership with operational responsibility - ideal for someone who enjoys coaching teams, improving performance, and making quick, confident decisions in a live operational setting. You'll play a key role in shaping culture, embedding best practice, and helping create a high-performing and collaborative customer service environment. Day to Day Lead day-to-day operations for your team, ensuring service levels and customer outcomes are achieved Coach, support, and develop Customer Service Advisors through regular 1:1s and performance management Monitor workload, demand, and capacity, making real-time operational decisions Support live customer interactions during peak demand periods when required Manage performance, quality, attendance, and conduct consistently and fairly Handle escalated customer queries, complaints, and risk-based decisions professionally Complete quality reviews and support calibration activities across the operation Identify trends and opportunities for continuous improvement using operational data and customer feedback Support onboarding, training, and embedding of new processes and operational changes Work collaboratively with Compliance, QA, Training, and wider Operations teams YOU? Previous experience leading or supervising teams within a fast-paced customer service environment Strong understanding of service delivery, operational KPIs, and quality standards Excellent communication and coaching skills Ability to manage difficult conversations and complex customer situations confidently Strong organisational skills and the ability to prioritise under pressure Comfortable working across multiple systems and operational tools Positive, resilient, and accountable leadership style Experience within betting/gaming, financial services, retail, utilities, or another regulated environment would be beneficial Additional Information Fully on-site role based in Birchwood Two-week structured onboarding programme (Monday-Friday, 9am-5pm) Shift-based rota across a seven-day operation Working hours cover 06:45-22:00 on an 8-week rolling rota (5 days from 7) If you're a people-first operational leader who enjoys fast-moving environments and wants to make a genuine impact, I'd be keen to speak with you. 51707CCR INDFIR The Portfolio Group are acting on behalf of our client in recruiting for this position.
Aug 13, 2026
Full time
Are you the kind of leader who can keep a team motivated, performance high, and customers happy - even when the pressure is on? This is an opportunity for a hands-on leader who enjoys being in the thick of a fast-paced operation - coaching people, driving standards, solving problems in real time, and leading from the front when it matters most. As Customer Services Team Leader, you'll lead and support a team of Customer Service Advisors across a busy multi-channel environment, ensuring service delivery, quality, compliance, and customer experience remain consistently high. This role combines people leadership with operational responsibility - ideal for someone who enjoys coaching teams, improving performance, and making quick, confident decisions in a live operational setting. You'll play a key role in shaping culture, embedding best practice, and helping create a high-performing and collaborative customer service environment. Day to Day Lead day-to-day operations for your team, ensuring service levels and customer outcomes are achieved Coach, support, and develop Customer Service Advisors through regular 1:1s and performance management Monitor workload, demand, and capacity, making real-time operational decisions Support live customer interactions during peak demand periods when required Manage performance, quality, attendance, and conduct consistently and fairly Handle escalated customer queries, complaints, and risk-based decisions professionally Complete quality reviews and support calibration activities across the operation Identify trends and opportunities for continuous improvement using operational data and customer feedback Support onboarding, training, and embedding of new processes and operational changes Work collaboratively with Compliance, QA, Training, and wider Operations teams YOU? Previous experience leading or supervising teams within a fast-paced customer service environment Strong understanding of service delivery, operational KPIs, and quality standards Excellent communication and coaching skills Ability to manage difficult conversations and complex customer situations confidently Strong organisational skills and the ability to prioritise under pressure Comfortable working across multiple systems and operational tools Positive, resilient, and accountable leadership style Experience within betting/gaming, financial services, retail, utilities, or another regulated environment would be beneficial Additional Information Fully on-site role based in Birchwood Two-week structured onboarding programme (Monday-Friday, 9am-5pm) Shift-based rota across a seven-day operation Working hours cover 06:45-22:00 on an 8-week rolling rota (5 days from 7) If you're a people-first operational leader who enjoys fast-moving environments and wants to make a genuine impact, I'd be keen to speak with you. 51707CCR INDFIR The Portfolio Group are acting on behalf of our client in recruiting for this position.
As a Tax Advisory Manager in Liverpool, you'll focus on providing expert tax advice to clients within the professional services industry. This role is key to ensuring clients receive tailored tax solutions that align with their needs and compliance requirements. Client Details This role is based within the professional services sector in Liverpool. Description Deliver tailored tax advice to clients, ensuring compliance with current regulations. Review and oversee tax computations and submissions. Provide guidance on complex tax matters to clients and internal teams. Work collaboratively with other departments to offer integrated financial solutions. Identify opportunities for tax savings and efficiency improvements for clients. Stay updated on tax legislation and communicate key changes effectively. Mentor and support junior team members in their professional development. Build and maintain strong client relationships through excellent service delivery. Profile A successful Tax Advisory Manager should have: A strong background in tax advisory services within the professional services industry. Experience managing client relationships and delivering tailored tax solutions. Excellent understanding of current tax legislation and compliance requirements. A professional tax or accounting qualification, such as CTA or ACA. Strong communication and leadership skills to guide both clients and team members. Job Offer A salary ranging from £50,000 to £65,000, dependent on the level of experience. A permanent role within the professional services industry in Liverpool. Opportunities for professional growth and development. If you're interested in this role, apply now. People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
Aug 13, 2026
Full time
As a Tax Advisory Manager in Liverpool, you'll focus on providing expert tax advice to clients within the professional services industry. This role is key to ensuring clients receive tailored tax solutions that align with their needs and compliance requirements. Client Details This role is based within the professional services sector in Liverpool. Description Deliver tailored tax advice to clients, ensuring compliance with current regulations. Review and oversee tax computations and submissions. Provide guidance on complex tax matters to clients and internal teams. Work collaboratively with other departments to offer integrated financial solutions. Identify opportunities for tax savings and efficiency improvements for clients. Stay updated on tax legislation and communicate key changes effectively. Mentor and support junior team members in their professional development. Build and maintain strong client relationships through excellent service delivery. Profile A successful Tax Advisory Manager should have: A strong background in tax advisory services within the professional services industry. Experience managing client relationships and delivering tailored tax solutions. Excellent understanding of current tax legislation and compliance requirements. A professional tax or accounting qualification, such as CTA or ACA. Strong communication and leadership skills to guide both clients and team members. Job Offer A salary ranging from £50,000 to £65,000, dependent on the level of experience. A permanent role within the professional services industry in Liverpool. Opportunities for professional growth and development. If you're interested in this role, apply now. People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
Job Description - Outsourced Finance Associate Department: Business Services - Outsourced Finance Reports to: Client Lead / Senior Location: Worcester office location with hybrid working (approximately 60% office-based) About the Company We are a growing independent professional services firm providing accountancy, tax, audit, consultancy, and business advisory services to a diverse range of businesses, charities, and private clients. Our success is built on strong client relationships, exceptional service delivery, and a collaborative culture that puts people first. We combine technical expertise with innovative solutions to help clients navigate an evolving business landscape and achieve sustainable growth. We are committed to investing in our people through professional development, modern technology, flexible working practices, and clear career progression opportunities. The Opportunity Join a growing Outsourced Finance team and become a trusted extension of clients' finance functions. You will support a varied portfolio of SME clients using cloud accounting technology, delivering accurate financial information, management reporting, and excellent client service. This role is an ideal opportunity for someone looking to build a long-term career in accountancy practice, with support towards professional qualifications and future progression opportunities. Key Responsibilities Manage day-to-day bookkeeping and accounting for a portfolio of clients. Process purchase and sales invoices, complete bank reconciliations, and maintain ledgers. Prepare VAT returns and support compliance requirements. Assist with management accounts preparation and month-end processes. Investigate discrepancies and resolve client queries proactively. Build strong client relationships and deliver a high standard of service. Work with cloud accounting software and related financial systems. Support process improvements and identify operational efficiencies. Study towards professional qualifications with employer support. About You AAT Level 3 qualified, studying towards qualification, or qualified through relevant experience. Previous bookkeeping or accountancy practice experience is desirable. Strong Excel skills and experience using cloud accounting software. Highly organised with excellent attention to detail. Proactive, curious, and keen to learn. Strong communication and relationship-building skills. What We Offer Structured training and professional development. Support towards professional qualifications. Modern technology and systems. Hybrid working arrangements. Clear career progression opportunities. Supportive leadership and collaborative team environment. Competitive salary
Aug 13, 2026
Full time
Job Description - Outsourced Finance Associate Department: Business Services - Outsourced Finance Reports to: Client Lead / Senior Location: Worcester office location with hybrid working (approximately 60% office-based) About the Company We are a growing independent professional services firm providing accountancy, tax, audit, consultancy, and business advisory services to a diverse range of businesses, charities, and private clients. Our success is built on strong client relationships, exceptional service delivery, and a collaborative culture that puts people first. We combine technical expertise with innovative solutions to help clients navigate an evolving business landscape and achieve sustainable growth. We are committed to investing in our people through professional development, modern technology, flexible working practices, and clear career progression opportunities. The Opportunity Join a growing Outsourced Finance team and become a trusted extension of clients' finance functions. You will support a varied portfolio of SME clients using cloud accounting technology, delivering accurate financial information, management reporting, and excellent client service. This role is an ideal opportunity for someone looking to build a long-term career in accountancy practice, with support towards professional qualifications and future progression opportunities. Key Responsibilities Manage day-to-day bookkeeping and accounting for a portfolio of clients. Process purchase and sales invoices, complete bank reconciliations, and maintain ledgers. Prepare VAT returns and support compliance requirements. Assist with management accounts preparation and month-end processes. Investigate discrepancies and resolve client queries proactively. Build strong client relationships and deliver a high standard of service. Work with cloud accounting software and related financial systems. Support process improvements and identify operational efficiencies. Study towards professional qualifications with employer support. About You AAT Level 3 qualified, studying towards qualification, or qualified through relevant experience. Previous bookkeeping or accountancy practice experience is desirable. Strong Excel skills and experience using cloud accounting software. Highly organised with excellent attention to detail. Proactive, curious, and keen to learn. Strong communication and relationship-building skills. What We Offer Structured training and professional development. Support towards professional qualifications. Modern technology and systems. Hybrid working arrangements. Clear career progression opportunities. Supportive leadership and collaborative team environment. Competitive salary
Hays are working with a Top 10 firm in Ipswich to source an Accounting and Business Advisory Manager or Senior Manager for their fast-growing team.You will take ownership of a client portfolio, leading the preparation and review of accounts while ensuring compliance with relevant standards and deadlines. You will manage and develop a team, oversee workflow planning, and act as a trusted advisor to clients on a range of financial and business matters. This is a key role within the team, focused on delivering high-quality client service while contributing to the ongoing growth and development of the practice and can be appointed at Manager or Senior Manager level. Key Responsibilities Client & Portfolio Management Manage a portfolio of clients, acting as the main point of contact Build strong relationships, understanding clients' businesses, objectives, and challenges Lead year-end accounts discussions and identify opportunities to provide additional advisory services Respond to client queries independently and proactively Team Leadership & Development Manage and support a team, ensuring effective workflow planning and delivery Review work produced by junior team members, providing constructive feedback and coaching Allocate work effectively, encouraging development through challenging assignments Support recruitment, interviews, and development of junior staff Service Delivery & Compliance Oversee the preparation and review of statutory accounts and financial reporting Ensure all work is completed in line with accounting standards and internal procedures Manage deadlines across the portfolio to ensure timely delivery Maintain high levels of accuracy and attention to detail Commercial & Operational Management Monitor WIP and ensure timely billing, addressing any recoverability concerns Challenge fee levels in line with job recovery and commercial performance Contribute to proposals, tenders, and fee quotes to support new business generation Drive efficiency improvements and adopt new technologies where appropriate Core CompetenciesClient Focus Strong understanding of client needs, markets, and business environments Ability to identify opportunities to add value and support business growth Confident in managing client relationships independently Technical Excellence Maintains strong technical knowledge of accounts and business advisory services Able to interpret financial results and provide meaningful commercial insight Shares knowledge with the wider team and contributes to training initiatives Leadership & Commitment Takes ownership of team performance and workflow planning Identifies skills gaps and supports ongoing development initiatives Demonstrates enthusiasm and actively contributes to team and firm-wide activities Technical Skills Preparation and review of statutory and consolidated accounts Ability to interpret financial data, including working capital and cash flow Experience preparing and reviewing forecasts and projections Strong understanding of VAT, including partial exemption and reverse-charge Ability to identify and explain prior period adjustments Experience advising on financial performance and business planning Exposure to group structures, consolidations, and reliefs are desirable. Key Behaviours Strong decision-making skills and confidence in managing responsibility Ability to challenge existing processes and drive continuous improvement Encourages independent thinking within the team Demonstrates integrity and alignment with firm values Qualifications & Experience ACA, ACCA or equivalent qualified (or qualified by experience) Proven experience within an accountancy practice environment Demonstrable experience managing client portfolios and leading teams Strong technical accounts and advisory background What's on Offer Opportunity to lead a portfolio and play a key role in team development Exposure to a broad range of clients and advisory work Clear progression pathway within a growing practice Supportive and collaborative working environment Highly competitive salary along with extensive benefits New, modern offices What you need to do now If you're interested in this role, please contact Cara Whyte at Hays or click 'apply now' to forward an up-to-date copy of your CV.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Aug 13, 2026
Full time
Hays are working with a Top 10 firm in Ipswich to source an Accounting and Business Advisory Manager or Senior Manager for their fast-growing team.You will take ownership of a client portfolio, leading the preparation and review of accounts while ensuring compliance with relevant standards and deadlines. You will manage and develop a team, oversee workflow planning, and act as a trusted advisor to clients on a range of financial and business matters. This is a key role within the team, focused on delivering high-quality client service while contributing to the ongoing growth and development of the practice and can be appointed at Manager or Senior Manager level. Key Responsibilities Client & Portfolio Management Manage a portfolio of clients, acting as the main point of contact Build strong relationships, understanding clients' businesses, objectives, and challenges Lead year-end accounts discussions and identify opportunities to provide additional advisory services Respond to client queries independently and proactively Team Leadership & Development Manage and support a team, ensuring effective workflow planning and delivery Review work produced by junior team members, providing constructive feedback and coaching Allocate work effectively, encouraging development through challenging assignments Support recruitment, interviews, and development of junior staff Service Delivery & Compliance Oversee the preparation and review of statutory accounts and financial reporting Ensure all work is completed in line with accounting standards and internal procedures Manage deadlines across the portfolio to ensure timely delivery Maintain high levels of accuracy and attention to detail Commercial & Operational Management Monitor WIP and ensure timely billing, addressing any recoverability concerns Challenge fee levels in line with job recovery and commercial performance Contribute to proposals, tenders, and fee quotes to support new business generation Drive efficiency improvements and adopt new technologies where appropriate Core CompetenciesClient Focus Strong understanding of client needs, markets, and business environments Ability to identify opportunities to add value and support business growth Confident in managing client relationships independently Technical Excellence Maintains strong technical knowledge of accounts and business advisory services Able to interpret financial results and provide meaningful commercial insight Shares knowledge with the wider team and contributes to training initiatives Leadership & Commitment Takes ownership of team performance and workflow planning Identifies skills gaps and supports ongoing development initiatives Demonstrates enthusiasm and actively contributes to team and firm-wide activities Technical Skills Preparation and review of statutory and consolidated accounts Ability to interpret financial data, including working capital and cash flow Experience preparing and reviewing forecasts and projections Strong understanding of VAT, including partial exemption and reverse-charge Ability to identify and explain prior period adjustments Experience advising on financial performance and business planning Exposure to group structures, consolidations, and reliefs are desirable. Key Behaviours Strong decision-making skills and confidence in managing responsibility Ability to challenge existing processes and drive continuous improvement Encourages independent thinking within the team Demonstrates integrity and alignment with firm values Qualifications & Experience ACA, ACCA or equivalent qualified (or qualified by experience) Proven experience within an accountancy practice environment Demonstrable experience managing client portfolios and leading teams Strong technical accounts and advisory background What's on Offer Opportunity to lead a portfolio and play a key role in team development Exposure to a broad range of clients and advisory work Clear progression pathway within a growing practice Supportive and collaborative working environment Highly competitive salary along with extensive benefits New, modern offices What you need to do now If you're interested in this role, please contact Cara Whyte at Hays or click 'apply now' to forward an up-to-date copy of your CV.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Financial Controller Location: Corby, Northampton (Office Based) Salary: 70,000 - 80,000 We are recruiting on behalf of a growing business for a commercially focused Financial Controller. This is an excellent opportunity to join a business at an exciting stage of its growth journey, with genuine progression potential and exposure to strategic decision-making. Reporting directly to the Executive Directors, you will take ownership of financial control, reporting, and governance, while also driving systems improvements and supporting operational performance across the business. Key Responsibilities Lead all financial control activities and ensure the accuracy of financial reporting. Produce monthly management accounts, budgets, forecasts, and cash flow projections. Maintain strong financial controls and ensure compliance with statutory and tax requirements. Support year-end audits and attend board meetings in an advisory capacity. Develop and monitor key financial and operational KPIs. Drive improvements to ERP and finance systems, reporting, and processes. Partner with operational and commercial teams to improve business performance and efficiency. Lead continuous improvement initiatives and support strategic business decisions. About You Qualified Chartered Accountant or finalist nearing completion. Previous experience within a manufacturing or trading environment. Strong understanding of management accounts, cash flow, balance sheets, credit control, and ledgers. Commercially minded with excellent communication and stakeholder management skills. Ambitious, inquisitive, and keen to progress into a senior leadership role. Comfortable in a hands-on manufacturing environment and able to build credibility across the business. This role offers the opportunity to make a significant impact within a growing business and provides a clear pathway for an ambitious finance professional looking to progress towards Finance Director level.
Aug 13, 2026
Full time
Financial Controller Location: Corby, Northampton (Office Based) Salary: 70,000 - 80,000 We are recruiting on behalf of a growing business for a commercially focused Financial Controller. This is an excellent opportunity to join a business at an exciting stage of its growth journey, with genuine progression potential and exposure to strategic decision-making. Reporting directly to the Executive Directors, you will take ownership of financial control, reporting, and governance, while also driving systems improvements and supporting operational performance across the business. Key Responsibilities Lead all financial control activities and ensure the accuracy of financial reporting. Produce monthly management accounts, budgets, forecasts, and cash flow projections. Maintain strong financial controls and ensure compliance with statutory and tax requirements. Support year-end audits and attend board meetings in an advisory capacity. Develop and monitor key financial and operational KPIs. Drive improvements to ERP and finance systems, reporting, and processes. Partner with operational and commercial teams to improve business performance and efficiency. Lead continuous improvement initiatives and support strategic business decisions. About You Qualified Chartered Accountant or finalist nearing completion. Previous experience within a manufacturing or trading environment. Strong understanding of management accounts, cash flow, balance sheets, credit control, and ledgers. Commercially minded with excellent communication and stakeholder management skills. Ambitious, inquisitive, and keen to progress into a senior leadership role. Comfortable in a hands-on manufacturing environment and able to build credibility across the business. This role offers the opportunity to make a significant impact within a growing business and provides a clear pathway for an ambitious finance professional looking to progress towards Finance Director level.
Do you have a natural ability to make people feel comfortable and genuinely listened to? If you enjoy talking to people, building relationships and making a real difference every day, this Customer Support Specialist role based in the centre of Altrincham could be the perfect fit. We're recruiting for a fast-growing and ambitious business looking to expand their friendly team with a Customer Engagement Advisor. This is a genuinely rewarding role where you'll finish each day knowing you've helped someone access support that could make a real difference to their life while also having the chance to earn up to GBP4,000 pa in bonuses. What will you be doing as a Customer Engagement Advisor? This is much more than a typical customer service role. You'll be supporting customers who have already enquired about claiming a government benefit, helping them take the first step towards accessing the financial support they may be entitled to. Duties will include: Making outbound calls to customers who have enquired about the services the company provides (no cold calling!) Speaking with customers over the phone throughout the day, handling enquiries and following up warm leads Building trust and rapport with older customers, making them feel comfortable, supported and understood Clearly explaining the service and answering questions with patience and empathy Handling objections gently but confidently, guiding customers through the next steps Managing your own pipeline of enquiries using the CRM system Booking suitable customers into appointments with the Claims Processing team We would LOVE to hear from you if you have the following skills and experience: Whether you've worked as a Telesales Executive, Appointment Setter, Customer Service Advisor, Customer Experience Advisor, Contact Centre Advisor, Call Centre Advisor, or in another telephone-based customer service role, we'd love to hear from you. You'll have: A confident, engaging and friendly telephone manner The ability to make outbound calls on a daily basis Experience in pensions, insurance, claims, or other financial services based industries would be interesting but is not essential A kind, compassionate and patient approach The ability to quickly rapport and gain people's trust to guide them to making an appointment Clear, easy-to-understand communication skills Confidence using a CRM system and managing your own workload A positive attitude What will you get in return for your work as a Customer Engagement Advisor? 26,000 - 30,000 salary The chance to earn 4,000 pa bonus Optional overtime paid at time and a half Full training and ongoing coaching Excellent career progression within a rapidly growing business - the company actively develops people based on their strengths and interests and is happy to create opportunities as the business grows Opportunity to progress into a Claims Processor role after your initial training Planned private medical cover as the business grows Join a supportive team that genuinely celebrates success and helps each other develop If you're an engaging, people-focused professional looking for your next Customer Support Specialist opportunity, we'd love to hear from you. Send us your CV today - we can't wait to speak with you! Apply now by sending your CV. We aim to respond to all successful applications within 2 days. If you haven't been contacted within 2 days your application has been unsuccessful. Please check our website and apply directly for any other suitable positions you see. We apologise that we are unable to contact everyone in person and thank you for your interest. Jobwise Ltd is an employment agency and the details sent in your application may be stored on our secure database.
Aug 13, 2026
Full time
Do you have a natural ability to make people feel comfortable and genuinely listened to? If you enjoy talking to people, building relationships and making a real difference every day, this Customer Support Specialist role based in the centre of Altrincham could be the perfect fit. We're recruiting for a fast-growing and ambitious business looking to expand their friendly team with a Customer Engagement Advisor. This is a genuinely rewarding role where you'll finish each day knowing you've helped someone access support that could make a real difference to their life while also having the chance to earn up to GBP4,000 pa in bonuses. What will you be doing as a Customer Engagement Advisor? This is much more than a typical customer service role. You'll be supporting customers who have already enquired about claiming a government benefit, helping them take the first step towards accessing the financial support they may be entitled to. Duties will include: Making outbound calls to customers who have enquired about the services the company provides (no cold calling!) Speaking with customers over the phone throughout the day, handling enquiries and following up warm leads Building trust and rapport with older customers, making them feel comfortable, supported and understood Clearly explaining the service and answering questions with patience and empathy Handling objections gently but confidently, guiding customers through the next steps Managing your own pipeline of enquiries using the CRM system Booking suitable customers into appointments with the Claims Processing team We would LOVE to hear from you if you have the following skills and experience: Whether you've worked as a Telesales Executive, Appointment Setter, Customer Service Advisor, Customer Experience Advisor, Contact Centre Advisor, Call Centre Advisor, or in another telephone-based customer service role, we'd love to hear from you. You'll have: A confident, engaging and friendly telephone manner The ability to make outbound calls on a daily basis Experience in pensions, insurance, claims, or other financial services based industries would be interesting but is not essential A kind, compassionate and patient approach The ability to quickly rapport and gain people's trust to guide them to making an appointment Clear, easy-to-understand communication skills Confidence using a CRM system and managing your own workload A positive attitude What will you get in return for your work as a Customer Engagement Advisor? 26,000 - 30,000 salary The chance to earn 4,000 pa bonus Optional overtime paid at time and a half Full training and ongoing coaching Excellent career progression within a rapidly growing business - the company actively develops people based on their strengths and interests and is happy to create opportunities as the business grows Opportunity to progress into a Claims Processor role after your initial training Planned private medical cover as the business grows Join a supportive team that genuinely celebrates success and helps each other develop If you're an engaging, people-focused professional looking for your next Customer Support Specialist opportunity, we'd love to hear from you. Send us your CV today - we can't wait to speak with you! Apply now by sending your CV. We aim to respond to all successful applications within 2 days. If you haven't been contacted within 2 days your application has been unsuccessful. Please check our website and apply directly for any other suitable positions you see. We apologise that we are unable to contact everyone in person and thank you for your interest. Jobwise Ltd is an employment agency and the details sent in your application may be stored on our secure database.
Description This is a senior technical security role for someone who enjoys working across cloud, infrastructure, applications and business change programmes. You will act as a trusted security advisor to technology, engineering and business teams, influencing the design of secure solutions and helping shape the future direction of information security across the organisation. This is not a purely governance or compliance-focused position. We're looking for someone who can combine strong technical expertise with commercial awareness and stakeholder engagement. What you'll do Provide expert security consultancy across technology, engineering, architecture and business teams. Support projects and programmes by identifying security risks and recommending practical solutions. Review solution designs, technical architectures, cloud services and system integrations. Drive the implementation and continual improvement of security controls across applications, infrastructure and cloud environments. Assess vulnerabilities, review penetration testing results and support remediation activities. Monitor emerging threats and security trends, helping the business respond proactively. Contribute to the development and enhancement of security standards, policies and governance frameworks. Support the ongoing maturity of our Information Security Management System (ISMS). Lead security initiatives and improvement programmes. Mentor colleagues and promote security best practice across the organisation. The knowledge, experience and qualifications you need Significant experience in Information Security, Cyber Security Consulting, Security Architecture or a similar senior security role. Strong knowledge of cloud security, particularly Azure and/or AWS environments. Experience securing enterprise infrastructure, platforms and applications. Strong understanding of recognised security frameworks including ISO 27001, NIST and CIS Controls. Experience delivering security improvements, security transformation initiatives or complex security programmes. Ability to balance security requirements with business objectives. Strong communication and stakeholder management skills. Experience influencing technical and non-technical audiences at all levels. Experience within financial services or another regulated industry. Security certifications such as CISSP, CISM, CRISC or equivalent. Experience supporting cloud transformation, infrastructure modernisation or large-scale technology change programmes. Why join us Work on complex security challenges across a growing financial services business. Influence major technology and business transformation initiatives. Collaborate with experienced technology, security and leadership teams. Competitive salary and comprehensive benefits package. Hybrid working and flexible approach to office attendance. Opportunities for professional development and industry certification support.
Aug 13, 2026
Full time
Description This is a senior technical security role for someone who enjoys working across cloud, infrastructure, applications and business change programmes. You will act as a trusted security advisor to technology, engineering and business teams, influencing the design of secure solutions and helping shape the future direction of information security across the organisation. This is not a purely governance or compliance-focused position. We're looking for someone who can combine strong technical expertise with commercial awareness and stakeholder engagement. What you'll do Provide expert security consultancy across technology, engineering, architecture and business teams. Support projects and programmes by identifying security risks and recommending practical solutions. Review solution designs, technical architectures, cloud services and system integrations. Drive the implementation and continual improvement of security controls across applications, infrastructure and cloud environments. Assess vulnerabilities, review penetration testing results and support remediation activities. Monitor emerging threats and security trends, helping the business respond proactively. Contribute to the development and enhancement of security standards, policies and governance frameworks. Support the ongoing maturity of our Information Security Management System (ISMS). Lead security initiatives and improvement programmes. Mentor colleagues and promote security best practice across the organisation. The knowledge, experience and qualifications you need Significant experience in Information Security, Cyber Security Consulting, Security Architecture or a similar senior security role. Strong knowledge of cloud security, particularly Azure and/or AWS environments. Experience securing enterprise infrastructure, platforms and applications. Strong understanding of recognised security frameworks including ISO 27001, NIST and CIS Controls. Experience delivering security improvements, security transformation initiatives or complex security programmes. Ability to balance security requirements with business objectives. Strong communication and stakeholder management skills. Experience influencing technical and non-technical audiences at all levels. Experience within financial services or another regulated industry. Security certifications such as CISSP, CISM, CRISC or equivalent. Experience supporting cloud transformation, infrastructure modernisation or large-scale technology change programmes. Why join us Work on complex security challenges across a growing financial services business. Influence major technology and business transformation initiatives. Collaborate with experienced technology, security and leadership teams. Competitive salary and comprehensive benefits package. Hybrid working and flexible approach to office attendance. Opportunities for professional development and industry certification support.
The Management Recruitment Group
Marlborough, Wiltshire
About Us Founded in 1843, Marlborough College is one of the UK's leading independent boarding schools, educating more than 1,000 pupils across a remarkable 250-acre estate in the heart of Wiltshire. Combining academic excellence with outstanding pastoral care, the College is home to a diverse portfolio of buildings and facilities, including 16 boarding houses, academic departments, sports venues and a unique collection of Grade I and Grade II listed heritage assets. The estate plays a central role in the experience we provide to pupils, staff and the wider College community. Over the last decade, Marlborough has invested approximately £90 million in maintaining, modernising and enhancing its built environment. With a further £90 million programme planned over the next ten years, this is an exciting opportunity to join the College at a pivotal stage in its development and help shape the future of one of the most significant educational estates in the country. About the Role Reporting directly to the Bursar (COO), the Head of Capital Projects will lead the delivery of Marlborough College's ambitious 10-Year Refurbishment Plan, taking responsibility for a diverse programme of capital investment encompassing heritage conservation, boarding house modernisation, academic facilities, infrastructure renewal, sustainability initiatives and new developments. Acting as the College's client-side development lead, you will oversee projects from initial concept and feasibility through to completion and post-occupancy evaluation, ensuring programmes are delivered safely, on time and within budget. Managing multiple concurrent schemes across a live and operational campus, you will work closely with consultants, contractors and internal stakeholders to deliver projects that enhance both the physical estate and the educational experience. This is a highly visible leadership position requiring regular engagement with the Senior Management Team, Finance Committee, Estates Committee and College Council. Alongside project delivery, you will play a key role in long-term estate planning, business case development, financial forecasting, governance, risk management and sustainability strategy. The successful candidate will have the opportunity to influence some of the most significant estate investment decisions within the independent education sector. About You We are seeking an experienced capital projects professional with a proven track record of delivering complex construction, refurbishment and development programmes across large operational estates. You may have gained your experience within higher education, independent schools, healthcare, heritage organisations, major property estates or similarly complex environments where buildings remain occupied throughout project delivery. You will bring strong technical and commercial expertise, together with a thorough understanding of project governance, procurement, construction contracts and stakeholder management. Experience of working with listed buildings, conservation constraints and heritage-sensitive projects will be particularly valuable, as will the ability to balance strategic planning with practical project delivery. You will be a confident communicator who can build credibility with senior leaders, professional advisers, contractors and end users alike. Equally comfortable presenting investment proposals to governance committees as you are walking a live construction site, you will combine sound judgement, attention to detail and a collaborative leadership style with a passion for delivering exceptional environments that support long-term organisational success. This is a rare opportunity to lead a major capital programme within an institution of national standing, helping preserve its heritage while delivering the facilities and infrastructure that will support future generations of pupils and staff. MRG are supporting Marlborough College with this recruitment campaign. To arrange a confidential briefing discussion with our advisors, Sian Gardiner or Nicholas Coppard. Applications should consist of a CV and covering letter. Closing date for applications is Sunday 13th September. Panel interviews are scheduled for w/c 28th September. Marlborough College is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. Applicants will be required to undergo child protection screening appropriate to the post, including checks with past employers and the Disclosure and Barring Service (DBS). The post is exempt from the Rehabilitation of Offenders Act 1974 and the College is therefore permitted to ask job applicants to declare all convictions and cautions (including those which are "spent" unless they are "protected" under the DBS filtering rules) in order to assess their suitability to work with children.
Aug 13, 2026
Full time
About Us Founded in 1843, Marlborough College is one of the UK's leading independent boarding schools, educating more than 1,000 pupils across a remarkable 250-acre estate in the heart of Wiltshire. Combining academic excellence with outstanding pastoral care, the College is home to a diverse portfolio of buildings and facilities, including 16 boarding houses, academic departments, sports venues and a unique collection of Grade I and Grade II listed heritage assets. The estate plays a central role in the experience we provide to pupils, staff and the wider College community. Over the last decade, Marlborough has invested approximately £90 million in maintaining, modernising and enhancing its built environment. With a further £90 million programme planned over the next ten years, this is an exciting opportunity to join the College at a pivotal stage in its development and help shape the future of one of the most significant educational estates in the country. About the Role Reporting directly to the Bursar (COO), the Head of Capital Projects will lead the delivery of Marlborough College's ambitious 10-Year Refurbishment Plan, taking responsibility for a diverse programme of capital investment encompassing heritage conservation, boarding house modernisation, academic facilities, infrastructure renewal, sustainability initiatives and new developments. Acting as the College's client-side development lead, you will oversee projects from initial concept and feasibility through to completion and post-occupancy evaluation, ensuring programmes are delivered safely, on time and within budget. Managing multiple concurrent schemes across a live and operational campus, you will work closely with consultants, contractors and internal stakeholders to deliver projects that enhance both the physical estate and the educational experience. This is a highly visible leadership position requiring regular engagement with the Senior Management Team, Finance Committee, Estates Committee and College Council. Alongside project delivery, you will play a key role in long-term estate planning, business case development, financial forecasting, governance, risk management and sustainability strategy. The successful candidate will have the opportunity to influence some of the most significant estate investment decisions within the independent education sector. About You We are seeking an experienced capital projects professional with a proven track record of delivering complex construction, refurbishment and development programmes across large operational estates. You may have gained your experience within higher education, independent schools, healthcare, heritage organisations, major property estates or similarly complex environments where buildings remain occupied throughout project delivery. You will bring strong technical and commercial expertise, together with a thorough understanding of project governance, procurement, construction contracts and stakeholder management. Experience of working with listed buildings, conservation constraints and heritage-sensitive projects will be particularly valuable, as will the ability to balance strategic planning with practical project delivery. You will be a confident communicator who can build credibility with senior leaders, professional advisers, contractors and end users alike. Equally comfortable presenting investment proposals to governance committees as you are walking a live construction site, you will combine sound judgement, attention to detail and a collaborative leadership style with a passion for delivering exceptional environments that support long-term organisational success. This is a rare opportunity to lead a major capital programme within an institution of national standing, helping preserve its heritage while delivering the facilities and infrastructure that will support future generations of pupils and staff. MRG are supporting Marlborough College with this recruitment campaign. To arrange a confidential briefing discussion with our advisors, Sian Gardiner or Nicholas Coppard. Applications should consist of a CV and covering letter. Closing date for applications is Sunday 13th September. Panel interviews are scheduled for w/c 28th September. Marlborough College is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. Applicants will be required to undergo child protection screening appropriate to the post, including checks with past employers and the Disclosure and Barring Service (DBS). The post is exempt from the Rehabilitation of Offenders Act 1974 and the College is therefore permitted to ask job applicants to declare all convictions and cautions (including those which are "spent" unless they are "protected" under the DBS filtering rules) in order to assess their suitability to work with children.
Bell Cornwall Recruitment
Sutton Coldfield, West Midlands
Assistant to Financial Advisor Sutton Coldfield (Office based) 30,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced Assistant to Financial Advisor or an PA / administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an Assistant to Financial Advisor or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Aug 13, 2026
Full time
Assistant to Financial Advisor Sutton Coldfield (Office based) 30,000 to 35,000 depending on experience Ref: JC/BCR/32442a Bell Cornwall Recruitment are currently searching for an experienced Assistant to Financial Advisor or an PA / administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a Financial Services Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills. What you'll be doing Your responsibilities will include: Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person. Managing advisers' diaries and arranging client meetings. Preparing client meeting packs, valuations and review documentation. Processing new business for pensions, investments, ISAs and protection policies. Submitting applications and ensuring all documentation is accurate and compliant. Monitoring applications through to completion and keeping clients and advisers updated on progress. Using provider platforms to obtain valuations, process transactions, request information and service existing business. Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information. Preparing paperwork for annual reviews and ongoing client servicing. If you are an Assistant to Financial Advisor or if you have admin and secretarial experience from a financial planning firm please apply now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
