Role: Senior IT Manager Contract: Fixed-Term Contract 12 Months Salary: 63877 Hybrid: Yes - 2 days per week in office (Birmingham City Centre) Hours: 35 hours per week Location: Birmingham City Centre This post will support the Associate Director, IT with the development of core IT processes across IT Operations, IT infrastructure, Software Development and Solutions Architecture. The Senior IT Manager is responsible for both the tactical and strategic development of functions listed above. The Senior IT Manager will also support the Enterprise Operations Manager to help manage the IT department, day-to-day service delivery, and capacity planning to ensure the IT department meets the current and future requirements of the organisation. Key Responsibilities: Identify and implement improvements to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture with the associated roadmaps to ensure the selection, deployment and lifecycle management of appropriate services is aligned to the corporate plan. Provision of technical advice and guidance to ensure that business benefits are derived from large investments in IT and consolidation of technologies/applications. This will extend to briefing and supporting the department around the use of our technical services to drive benefits and improve capabilities, therefore develop better returns on investment. Support the Enterprise Operations Manager to actively manage relationships with suppliers/vendors ensuring awareness of infrastructure roadmaps, with a particular focus on technical debt and getting the most out of technology investments. Implement Supplier reviews with the Associate Director, IT to manage relationships with vendors adhering to contract compliance and added value services. Review, Develop and implement IT policies and architectural and design standards/principles with respect to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture Provide full-service delivery responsibility; undertake technical planning to ensure sufficient system capacity is made available, that renewal plans to replace obsolete or at-risk technologies are timely and that SLAs are being met and/or exceeded with a focus on proactive service delivery To lead, inspire and motivate a diverse team of Service Desk Analysts; ensuring that they are adequately resourced, prepared, motivated, and utilised to help achieve key CTP business outcomes. To take responsibility for line management, recruitment and training, work that will include 1-2-1s, performance development reviews and general people management activities such as the organisation of annual leave, sickness, and performance. To work closely with colleagues and your line manager to ensure departmental processes are fit for purpose, the role will involve request fulfilment and incident, problem, change, event, knowledge, and major incident management, all in conjunction with ITIL best practice. Personal and Professional Skills: Experience in an IT Service Desk / IT Support role, or managing an IT Service Desk Strong understanding of ITIL is essential. Ability to analyse IT functions, existing structures and processes, including experience of implementing new functions, structures and processes. Have a solid understanding of workflow management, and the ability to articulate the value of effective processes and procedures. Have a background in the management of critical success factors, key performance indicators and service level agreements. A working knowledge of service management software and tools, including their configuration and customisation. Have a strong customer service focus, excellent stakeholder relationship skills, experience of acting as an escalation point and a thorough understanding of what it takes to deliver an exceptional service to demanding customers. Experience of making continuous improvements and possess team-working, planning, organisational, multitasking and problem-solving skills. A background in coaching, developing, and training new staff members in either a customer service or IT discipline is essential. Must have proven experience and ability to: Proven previous working experience as a Lead IT manager or Head of IT Excellent knowledge of technical management, information analysis and of computer hardware/software systems. Previous experience analysing IT function effectiveness and aligning to business operations. Hands-on experience with computer networks, network administration and network installation. Ability to manage IT service desk and networking functions to optimise efficiency and outcomes. Worked to defined SLAs. Worked with a service management framework (ITIL) Basic working knowledge of Cisco VoIP and Video Conferencing systems ITIL certified. Subject-Matter Expert in Incident and Service Request Management Basic working knowledge of Continual Service Improvement Benefits: 10% Pension Contribution 27 days holiday plus bank holidays and a buy/sell scheme Flexi time scheme Tax-free childcare scheme Extensive Benefits Package Vetting is required for this role, so a background check will be conducted. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. 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Sep 04, 2025
Full time
Role: Senior IT Manager Contract: Fixed-Term Contract 12 Months Salary: 63877 Hybrid: Yes - 2 days per week in office (Birmingham City Centre) Hours: 35 hours per week Location: Birmingham City Centre This post will support the Associate Director, IT with the development of core IT processes across IT Operations, IT infrastructure, Software Development and Solutions Architecture. The Senior IT Manager is responsible for both the tactical and strategic development of functions listed above. The Senior IT Manager will also support the Enterprise Operations Manager to help manage the IT department, day-to-day service delivery, and capacity planning to ensure the IT department meets the current and future requirements of the organisation. Key Responsibilities: Identify and implement improvements to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture with the associated roadmaps to ensure the selection, deployment and lifecycle management of appropriate services is aligned to the corporate plan. Provision of technical advice and guidance to ensure that business benefits are derived from large investments in IT and consolidation of technologies/applications. This will extend to briefing and supporting the department around the use of our technical services to drive benefits and improve capabilities, therefore develop better returns on investment. Support the Enterprise Operations Manager to actively manage relationships with suppliers/vendors ensuring awareness of infrastructure roadmaps, with a particular focus on technical debt and getting the most out of technology investments. Implement Supplier reviews with the Associate Director, IT to manage relationships with vendors adhering to contract compliance and added value services. Review, Develop and implement IT policies and architectural and design standards/principles with respect to IT Service Desk, IT Operations, IT infrastructure, Software Development and Solutions Architecture Provide full-service delivery responsibility; undertake technical planning to ensure sufficient system capacity is made available, that renewal plans to replace obsolete or at-risk technologies are timely and that SLAs are being met and/or exceeded with a focus on proactive service delivery To lead, inspire and motivate a diverse team of Service Desk Analysts; ensuring that they are adequately resourced, prepared, motivated, and utilised to help achieve key CTP business outcomes. To take responsibility for line management, recruitment and training, work that will include 1-2-1s, performance development reviews and general people management activities such as the organisation of annual leave, sickness, and performance. To work closely with colleagues and your line manager to ensure departmental processes are fit for purpose, the role will involve request fulfilment and incident, problem, change, event, knowledge, and major incident management, all in conjunction with ITIL best practice. Personal and Professional Skills: Experience in an IT Service Desk / IT Support role, or managing an IT Service Desk Strong understanding of ITIL is essential. Ability to analyse IT functions, existing structures and processes, including experience of implementing new functions, structures and processes. Have a solid understanding of workflow management, and the ability to articulate the value of effective processes and procedures. Have a background in the management of critical success factors, key performance indicators and service level agreements. A working knowledge of service management software and tools, including their configuration and customisation. Have a strong customer service focus, excellent stakeholder relationship skills, experience of acting as an escalation point and a thorough understanding of what it takes to deliver an exceptional service to demanding customers. Experience of making continuous improvements and possess team-working, planning, organisational, multitasking and problem-solving skills. A background in coaching, developing, and training new staff members in either a customer service or IT discipline is essential. Must have proven experience and ability to: Proven previous working experience as a Lead IT manager or Head of IT Excellent knowledge of technical management, information analysis and of computer hardware/software systems. Previous experience analysing IT function effectiveness and aligning to business operations. Hands-on experience with computer networks, network administration and network installation. Ability to manage IT service desk and networking functions to optimise efficiency and outcomes. Worked to defined SLAs. Worked with a service management framework (ITIL) Basic working knowledge of Cisco VoIP and Video Conferencing systems ITIL certified. Subject-Matter Expert in Incident and Service Request Management Basic working knowledge of Continual Service Improvement Benefits: 10% Pension Contribution 27 days holiday plus bank holidays and a buy/sell scheme Flexi time scheme Tax-free childcare scheme Extensive Benefits Package Vetting is required for this role, so a background check will be conducted. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. 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Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 03, 2025
Full time
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts! Overview: First Military Recruitment is proudly working in partnership with a fantastic International property business who are looking to recruit a Property Block Manager permanent basis due to growth to cover the London Duties and Responsibilities: Creating and maintaining strong client relationships with our leaseholders and freeholders. Ensuring that a firm trust is established from the outset so that communication is fluid, easy, and frequent. Strong communication skills and the ability to listen are key. Our buildings are the physical representation of our brand in action so regular property visits to ensure the buildings look as good as they can and being inventive in ways to make them unique and stand out. To achieve this a basic grounding of building make up will be helpful and the ability to manage contractors will be essential. The buildings we look after are all within 10-15 minute walk away so easy to keep on top of. The buildings will always be in need of Section 20 planned maintenance so ensuring that it is adequately budgeted for and carried out in line with the lease or directors wishes is important. It will be key to know the buildings and clients inside out so that we create the ideal planned maintenance schedule and finish for them and the building. Your skills of mediation and patience will be invaluable when asked to attend and chair AGMs for the buildings. The ability to take accurate minutes will also be required but above all, a good sense of humour and positivity is necessary as these AGMs are a real opportunity to spend some face time with our clients and find out more about them and their local investments and wider interests. This is a trust- building exercise and also our opportunity to really impress. You will need to keep an eye on day-to-day expenditure and also have a decent financial grasp so you can work with Mel and make sure all the service charge accounts look like they need to and are all correct and schedules are correctly allocated. You will need to ensure that all the buildings are up to date with the latest regulations so it will be important to have a good grasp of the fire regulations, health and safety requirements, Legionella etc and just ensure that all the required assessments and resulting actions are implemented in the best way possible (that often means in the most aesthetically pleasing way possible!). Skills and Qualifications: Between 12 months to senior-level Block Management experience. Someone who loves to engage, not just manage. Excellent communication and problem-solving skills. Someone who s not afraid to pick up the phone or knock on a door. A team player who values community, both within the company and with clients. A proactive attitude with an eye for detail and a passion for service. Someone who embraces responsibility and owns the outcome. MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts!
Sep 02, 2025
Full time
MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts! Overview: First Military Recruitment is proudly working in partnership with a fantastic International property business who are looking to recruit a Property Block Manager permanent basis due to growth to cover the London Duties and Responsibilities: Creating and maintaining strong client relationships with our leaseholders and freeholders. Ensuring that a firm trust is established from the outset so that communication is fluid, easy, and frequent. Strong communication skills and the ability to listen are key. Our buildings are the physical representation of our brand in action so regular property visits to ensure the buildings look as good as they can and being inventive in ways to make them unique and stand out. To achieve this a basic grounding of building make up will be helpful and the ability to manage contractors will be essential. The buildings we look after are all within 10-15 minute walk away so easy to keep on top of. The buildings will always be in need of Section 20 planned maintenance so ensuring that it is adequately budgeted for and carried out in line with the lease or directors wishes is important. It will be key to know the buildings and clients inside out so that we create the ideal planned maintenance schedule and finish for them and the building. Your skills of mediation and patience will be invaluable when asked to attend and chair AGMs for the buildings. The ability to take accurate minutes will also be required but above all, a good sense of humour and positivity is necessary as these AGMs are a real opportunity to spend some face time with our clients and find out more about them and their local investments and wider interests. This is a trust- building exercise and also our opportunity to really impress. You will need to keep an eye on day-to-day expenditure and also have a decent financial grasp so you can work with Mel and make sure all the service charge accounts look like they need to and are all correct and schedules are correctly allocated. You will need to ensure that all the buildings are up to date with the latest regulations so it will be important to have a good grasp of the fire regulations, health and safety requirements, Legionella etc and just ensure that all the required assessments and resulting actions are implemented in the best way possible (that often means in the most aesthetically pleasing way possible!). Skills and Qualifications: Between 12 months to senior-level Block Management experience. Someone who loves to engage, not just manage. Excellent communication and problem-solving skills. Someone who s not afraid to pick up the phone or knock on a door. A team player who values community, both within the company and with clients. A proactive attitude with an eye for detail and a passion for service. Someone who embraces responsibility and owns the outcome. MB790: Property Block Manager Location: London Salary: £36,000 + 10% Bonus Working Hours: 09 00 Monday - Friday (phone number removed) Wednesday) Company Benefits: Season Ticket Loan (Subject to completion of probation and availability that quarter), Cycle To Work Scheme (Subject to completion of probation), Mental health access to professional conversations (up to £300 per year), Referral employee Scheme, Summer Celebration full day out of office, Monthly birthday/work anniversary cake & bubbles, Not sick? take your very own duvet day each year, VIP access to local discounts!
Investment Manager / Wealth Manager - North West Basic Salary - £70,000 - £105,000 pa Additional - Benefits + Comms Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 Company - UK based Independent Stockbroking Business Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth. The Role of the Investment Manager As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth. You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy. This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices. Duties & Responsibilities as the Investment Portfolio Manager Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives. Foster and elevate client relationships to exceptional standards. Develop portfolios considering clients' suitability, performance goals, and tax implications. Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients. Participate actively in investment and research committee meetings. Contribute to the firm s long-term strategic goals. Qualifications & Experience Minimum CISI Level 6 or 7 A strong commitment to a friendly, client-focused approach. An established network of professional contacts. Experience managing an existing client portfolio. The Company at a further glance The company's mission is to deliver exceptional personal investment services that enhance clients wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement. If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.
Sep 02, 2025
Full time
Investment Manager / Wealth Manager - North West Basic Salary - £70,000 - £105,000 pa Additional - Benefits + Comms Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4 Company - UK based Independent Stockbroking Business Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth. The Role of the Investment Manager As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth. You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy. This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices. Duties & Responsibilities as the Investment Portfolio Manager Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives. Foster and elevate client relationships to exceptional standards. Develop portfolios considering clients' suitability, performance goals, and tax implications. Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients. Participate actively in investment and research committee meetings. Contribute to the firm s long-term strategic goals. Qualifications & Experience Minimum CISI Level 6 or 7 A strong commitment to a friendly, client-focused approach. An established network of professional contacts. Experience managing an existing client portfolio. The Company at a further glance The company's mission is to deliver exceptional personal investment services that enhance clients wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement. If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.
Technical Paraplanner Location: Warwickshire Salary: Competitive (depending on experience) Office-Based Progression to Adviser Available A highly respected Chartered and independent financial planning firm is looking to appoint an experienced Technical Paraplanner to join their close-knit and professional team. This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality, compliant reports and working collaboratively with advisers and support staff. The business offers a clear progression path into an adviser role , once proven in the position, making this a strong option for someone looking to grow their career in a truly client-focused environment. What you'll be doing: Writing detailed, bespoke suitability reports across pensions, investments, and protection Conducting technical research and analysis to support high-net-worth client recommendations Working closely with experienced financial planners to deliver quality advice outcomes Supporting the advice process through preparation of review packs and recommendation documentation Ensuring all work is compliant with FCA regulations and internal processes What we're looking for: Proven experience in a paraplanning role within an IFA or wealth management environment Strong knowledge of pensions, investments, and holistic financial planning Confidence and competence in writing high-quality, client-facing suitability reports Level 4 Diploma qualified (or working towards, with strong technical skills) Why join? Well-established, independent Chartered firm with an excellent reputation Supportive, collaborative team culture with direct access to advisers and directors Fully office-based role with hands-on support and career development Progression opportunity to move into a financial planner role over time This is a great opportunity for a paraplanner who wants to be part of a stable, professional firm that values progression
Sep 02, 2025
Full time
Technical Paraplanner Location: Warwickshire Salary: Competitive (depending on experience) Office-Based Progression to Adviser Available A highly respected Chartered and independent financial planning firm is looking to appoint an experienced Technical Paraplanner to join their close-knit and professional team. This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality, compliant reports and working collaboratively with advisers and support staff. The business offers a clear progression path into an adviser role , once proven in the position, making this a strong option for someone looking to grow their career in a truly client-focused environment. What you'll be doing: Writing detailed, bespoke suitability reports across pensions, investments, and protection Conducting technical research and analysis to support high-net-worth client recommendations Working closely with experienced financial planners to deliver quality advice outcomes Supporting the advice process through preparation of review packs and recommendation documentation Ensuring all work is compliant with FCA regulations and internal processes What we're looking for: Proven experience in a paraplanning role within an IFA or wealth management environment Strong knowledge of pensions, investments, and holistic financial planning Confidence and competence in writing high-quality, client-facing suitability reports Level 4 Diploma qualified (or working towards, with strong technical skills) Why join? Well-established, independent Chartered firm with an excellent reputation Supportive, collaborative team culture with direct access to advisers and directors Fully office-based role with hands-on support and career development Progression opportunity to move into a financial planner role over time This is a great opportunity for a paraplanner who wants to be part of a stable, professional firm that values progression
Group Finance Director Are you a seasoned financial expert with a strategic mindset and a keen eye for cost efficiency? We are collaborating with a dynamic, ever-expanding company to identify their next Group Finance Director. This pivotal role is essential for maintaining financial health and driving business growth. It is desired to have logistics experience within a fast-paced environment, and it is advantageous, but not essential, to have experience within transport. This role has progression to become MD. Key Responsibilities: Formulate and execute financial strategies to enhance profitability.Supervise budgeting, forecasting, and financial planning processes.Generate precise monthly management accounts, P&L statements, and balance sheets.Track key performance indicators such as cost per mile, revenue per trip, and fuel efficiency.Lead efforts in financial risk management and ensure regulatory compliance.Oversee financial reporting and operational documentation.Perform financial analysis to support strategic decisions regarding fleet, infrastructure, and technology investments.Identify opportunities for cost savings and improve cost controls.Ensure compliance with financial regulations and tax laws.Manage fixed assets, inventory, and intercompany transactions.Provide leadership and mentorship to the accounts teams.Coordinate with external auditors, financial institutions, and regulatory bodies. Why Join This Company? Be part of a forward-thinking team. Drive financial strategies that impact growth. Collaborate with operations to enhance efficiencies. Lead with innovation and strategic insight. If this sounds like you, please email me at: or call: . #
Sep 02, 2025
Full time
Group Finance Director Are you a seasoned financial expert with a strategic mindset and a keen eye for cost efficiency? We are collaborating with a dynamic, ever-expanding company to identify their next Group Finance Director. This pivotal role is essential for maintaining financial health and driving business growth. It is desired to have logistics experience within a fast-paced environment, and it is advantageous, but not essential, to have experience within transport. This role has progression to become MD. Key Responsibilities: Formulate and execute financial strategies to enhance profitability.Supervise budgeting, forecasting, and financial planning processes.Generate precise monthly management accounts, P&L statements, and balance sheets.Track key performance indicators such as cost per mile, revenue per trip, and fuel efficiency.Lead efforts in financial risk management and ensure regulatory compliance.Oversee financial reporting and operational documentation.Perform financial analysis to support strategic decisions regarding fleet, infrastructure, and technology investments.Identify opportunities for cost savings and improve cost controls.Ensure compliance with financial regulations and tax laws.Manage fixed assets, inventory, and intercompany transactions.Provide leadership and mentorship to the accounts teams.Coordinate with external auditors, financial institutions, and regulatory bodies. Why Join This Company? Be part of a forward-thinking team. Drive financial strategies that impact growth. Collaborate with operations to enhance efficiencies. Lead with innovation and strategic insight. If this sounds like you, please email me at: or call: . #
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations. Daily duties: Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15766
Sep 01, 2025
Full time
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations. Daily duties: Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15766
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Chartered Financial Planner (or close to completion) Manage c.£45m AUM of existing clients FULLY REMOTE ROLE - come to office perhaps once a month (South London) £60k - £65k basic salary plus quarterly bonuses (£100k+ take home pay) 3 x validation and take home 37% of all fees above this threshold 3 - 5 years of advising experience needed My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k - multiple millions. An average client has £500k - £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The Managing Director is seeking a Chartered Financial Planner with 3 - 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Chartered Financial Planner (or close to completion) Manage c.£45m AUM of existing clients FULLY REMOTE ROLE - come to office perhaps once a month (South London) £60k - £65k basic salary plus quarterly bonuses (£100k+ take home pay) 3 x validation and take home 37% of all fees above this threshold 3 - 5 years of advising experience needed My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k - multiple millions. An average client has £500k - £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The Managing Director is seeking a Chartered Financial Planner with 3 - 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary. If this role sounds of interest or any other roles I am working on please get in touch.
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Sep 01, 2025
Full time
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Finance Manager job near Chester paying up to £70,000 Hays Senior Finance are working with a growing professional services company to recruit a qualified Finance Manager to be based from their head office near Chester. This established and growing company operates within a growing market place and has an impressive client base. Due to continued growth and a recent restructure they are looking to appoint a newly created Finance Manager to manage the existing finance team and bridge the dap with the Finance Director. Finance Manager duties will include - Oversee and manage the company's financial operations, ensuring accurate financial reporting, compliance with regulatory requirements, effective cash flow management, and the strategic use of financial resources. Provide senior management with timely and reliable financial information to support decision-making, maintain financial health, and drive business performance. Manage the finance team, optimising financial processes, and safeguarding the organisation's assets. Enhance current processes and procedures to ensure best in practice corporate governance. Manage month-end reporting, ensuring deadlines and accuracy. Prepare comprehensive management packs and executive summaries for the Board. Ownership of cash management and forecast process. Produce and review financial reports, budgets, and forecasts. Ensure financial controls, including PAYE, VAT, and payroll processes, are properly managed and compliant with relevant regulations. Ensure the organisation remains compliant with corporation tax requirements and submit necessary documentation accurately and on time. Ensure that the purchase ledgers are reviewed regularly, supplier payments are made accurately and on time, maintaining good relationships with external stakeholders. Regularly review debtors' ledgers and enhance procedures to improve DSO. Manage the annual audit process. Prepare comprehensive management packs and executive summaries for the Board. Provide financial analysis and recommendations for key business investments. Assist the Finance Director with funding needs, reporting requirements, and other strategic financial activities as required. Investigate potential IT solutions or initiatives that could improve financial processes, enhance efficiency, and ensure better reporting. We are keen to speak to qualified accountants who have an audit background and are potentially making their second move in Industry. The company is a flexible employer and does offer up to 50% WFH. We are not able to consider any candidates relocating or requiring VISA sponsorship at this time. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. 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. #
Sep 01, 2025
Full time
Finance Manager job near Chester paying up to £70,000 Hays Senior Finance are working with a growing professional services company to recruit a qualified Finance Manager to be based from their head office near Chester. This established and growing company operates within a growing market place and has an impressive client base. Due to continued growth and a recent restructure they are looking to appoint a newly created Finance Manager to manage the existing finance team and bridge the dap with the Finance Director. Finance Manager duties will include - Oversee and manage the company's financial operations, ensuring accurate financial reporting, compliance with regulatory requirements, effective cash flow management, and the strategic use of financial resources. Provide senior management with timely and reliable financial information to support decision-making, maintain financial health, and drive business performance. Manage the finance team, optimising financial processes, and safeguarding the organisation's assets. Enhance current processes and procedures to ensure best in practice corporate governance. Manage month-end reporting, ensuring deadlines and accuracy. Prepare comprehensive management packs and executive summaries for the Board. Ownership of cash management and forecast process. Produce and review financial reports, budgets, and forecasts. Ensure financial controls, including PAYE, VAT, and payroll processes, are properly managed and compliant with relevant regulations. Ensure the organisation remains compliant with corporation tax requirements and submit necessary documentation accurately and on time. Ensure that the purchase ledgers are reviewed regularly, supplier payments are made accurately and on time, maintaining good relationships with external stakeholders. Regularly review debtors' ledgers and enhance procedures to improve DSO. Manage the annual audit process. Prepare comprehensive management packs and executive summaries for the Board. Provide financial analysis and recommendations for key business investments. Assist the Finance Director with funding needs, reporting requirements, and other strategic financial activities as required. Investigate potential IT solutions or initiatives that could improve financial processes, enhance efficiency, and ensure better reporting. We are keen to speak to qualified accountants who have an audit background and are potentially making their second move in Industry. The company is a flexible employer and does offer up to 50% WFH. We are not able to consider any candidates relocating or requiring VISA sponsorship at this time. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. 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. #
Job Title: Compliance Manager Location: Hybrid - East Midlands Salary: 35,000- 45,000, depending on experience Hours: Monday to Friday 9 am to 5.30 pm Benefits: 22 days annual leave plus bank holidays, increasing with service Buying/selling annual leave scheme of up to 5 days. Private Medical Insurance Permanent Health Insurance Enhanced sick pay Enhanced family leave Death in service Discounted wills and power of attorney Employer contribution of pension starting at 3%, increasing with service Half a day paid leave for volunteering and charitable activities Employee Assistance Programme Healthcare workplace app Team milestone awards, in accordance with length of service Online fitness programmes Study leave Fully supported qualifications, training and CPD EV salary sacrifice scheme Development programmes Cycle to work scheme About the position of Compliance Manager: We are recruiting a Compliance Specialist for a highly successful, highly respected accountancy firm with a well-established and rapidly growing financial services arm specialising in life, pensions, investments, and wealth management. This is an exceptional opportunity for paraplanners or financial planning professionals looking to transition into a dedicated compliance career, offering autonomy, career progression, and the chance to make a real impact. You will work closely with a small, supportive team alongside a Compliance Officer (one of the Directors) and the management team, taking responsibility for day-to-day file checks, competence assessments, training, and advisory support, with established policies and procedures already in place. The role combines independence with collaboration, giving you the scope to review, enhance, and implement compliance processes, while contributing to a culture of quality and excellence. With hybrid working, excellent career development opportunities, centralised monitoring of compliance activity, and a highly collaborative environment, this role offers the perfect balance of responsibility, professional growth, and work-life flexibility within a firm that truly invests in its people. Responsibilities for the role of Compliance Manager: Ensure the firm meets and exceeds regulatory compliance standards through regular file checks and audits. Maintain and update compliance policies, procedures, and best practices. Monitor and track adherence to file review feedback, driving timely completion of actions. Provide practical compliance guidance, technical updates, and support to advisers and paraplanners. Keep abreast of regulatory changes and advise management on implications for the business. Deliver engaging training sessions on compliance and regulatory matters. Onboard and certify new financial planners, supporting their competence development. Conduct regular competence assessments to maintain high standards across the team. Collaborate with the management team to enhance compliance processes and drive continuous improvement. Undertake other duties as required to support the growth and excellence of the firm. Experience and skills required for the role of Compliance Manager: Experience in a similar role within the financial services industry, ideally with exposure to life, pensions, investments, and wealth management. Strong communication, interpersonal, and presentational skills, with the ability to ask the right questions and build professional relationships. Excellent organisational, administrative, and time management abilities. Self-motivated and disciplined, capable of working independently or collaboratively within a team. Minimum of Diploma in Regulated Financial Planning (CII) or equivalent. Clean UK driving licence. Familiarity with FCA-regulated financial services and compliance requirements. Ability to deliver training, support, and guidance to advisers and paraplanners. For more information regarding the role of Compliance Manager, please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Sep 01, 2025
Full time
Job Title: Compliance Manager Location: Hybrid - East Midlands Salary: 35,000- 45,000, depending on experience Hours: Monday to Friday 9 am to 5.30 pm Benefits: 22 days annual leave plus bank holidays, increasing with service Buying/selling annual leave scheme of up to 5 days. Private Medical Insurance Permanent Health Insurance Enhanced sick pay Enhanced family leave Death in service Discounted wills and power of attorney Employer contribution of pension starting at 3%, increasing with service Half a day paid leave for volunteering and charitable activities Employee Assistance Programme Healthcare workplace app Team milestone awards, in accordance with length of service Online fitness programmes Study leave Fully supported qualifications, training and CPD EV salary sacrifice scheme Development programmes Cycle to work scheme About the position of Compliance Manager: We are recruiting a Compliance Specialist for a highly successful, highly respected accountancy firm with a well-established and rapidly growing financial services arm specialising in life, pensions, investments, and wealth management. This is an exceptional opportunity for paraplanners or financial planning professionals looking to transition into a dedicated compliance career, offering autonomy, career progression, and the chance to make a real impact. You will work closely with a small, supportive team alongside a Compliance Officer (one of the Directors) and the management team, taking responsibility for day-to-day file checks, competence assessments, training, and advisory support, with established policies and procedures already in place. The role combines independence with collaboration, giving you the scope to review, enhance, and implement compliance processes, while contributing to a culture of quality and excellence. With hybrid working, excellent career development opportunities, centralised monitoring of compliance activity, and a highly collaborative environment, this role offers the perfect balance of responsibility, professional growth, and work-life flexibility within a firm that truly invests in its people. Responsibilities for the role of Compliance Manager: Ensure the firm meets and exceeds regulatory compliance standards through regular file checks and audits. Maintain and update compliance policies, procedures, and best practices. Monitor and track adherence to file review feedback, driving timely completion of actions. Provide practical compliance guidance, technical updates, and support to advisers and paraplanners. Keep abreast of regulatory changes and advise management on implications for the business. Deliver engaging training sessions on compliance and regulatory matters. Onboard and certify new financial planners, supporting their competence development. Conduct regular competence assessments to maintain high standards across the team. Collaborate with the management team to enhance compliance processes and drive continuous improvement. Undertake other duties as required to support the growth and excellence of the firm. Experience and skills required for the role of Compliance Manager: Experience in a similar role within the financial services industry, ideally with exposure to life, pensions, investments, and wealth management. Strong communication, interpersonal, and presentational skills, with the ability to ask the right questions and build professional relationships. Excellent organisational, administrative, and time management abilities. Self-motivated and disciplined, capable of working independently or collaboratively within a team. Minimum of Diploma in Regulated Financial Planning (CII) or equivalent. Clean UK driving licence. Familiarity with FCA-regulated financial services and compliance requirements. Ability to deliver training, support, and guidance to advisers and paraplanners. For more information regarding the role of Compliance Manager, please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
ACCA, CIMA, COUNCIL ROLES, Qualified Accountant Your new company and new role This role sits within our Finance pillar in the newly created Corporate & Support Services Directorate. Reporting to one of the Accounting Managers within the team, you will play a key role in supporting the accounting managers in maintaining effective financial management, compliance and team development within the Mid and East Antrim Borough Council. You will be responsible for contributing to accurate and timely financial management, reporting and compliance within the Council. Your role will entail maintaining financial records, preparing financial statements, management accounts and analysing financial data to support decision-making processes. Additionally, you will play a crucial role in budgeting, forecasting, treasury management and managing financial risks. As an accountant within the team, you will contribute to the development and implementation of financial policies and procedures, while providing guidance to key stakeholders on financial matters. Your role will be wide-ranging and varied and will involve management in one of the following key areas depending on your experience: •Financial Accountant •Management Accountant •Capital Accountant •Treasury Accountant You will also have the opportunity to rotate between the different areas, gaining valuable experience and a broad understanding of various accounting functions across the Council. This will allow you to develop a well-rounded skill set and contribute to diverse projects within the finance team. Main Duties1. Financial Management: Preparing accurate and timely financial reports for the accounting managers, including budgetary analysis, monthly and quarterly management accounts, balance sheets, income and expenditure statements and cash flow statements in accordance with regulatory requirements and internal policies. This includes over-seeing and reviewing the completion of reconciliations and month-end journals. 2. Budget Oversight: Assist in the development and monitoring of annual budgets, ensuring alignment with the Council's Financial Strategy and business partnering with all areas of the business. Provide support in budget variance analysis and forecasting to help support decision-making processes and long-term planning. 3. Capital accounting: Oversee capital expenditure processes, including asset acquisition, depreciation, and disposal. Maintain accurate records of fixed assets and ensure compliance with accounting standards and regulations. 4. Treasury Management: Manage cash flow, liquidity, and investments to optimise returns while minimising risks, including regular cash flow forecasting. Monitor banking activities, review cash reconciliations, and execute fund transfers as necessary. 5. Accounts Receivable and Payable: Oversee accounts receivable and accounts payable processes, ensuring accurate and timely invoicing, payment processing, and reconciliations. Monitor ageing reports and follow up on outstanding balances. 6 Grant Management: Ensure all income, including grants, is properly invoiced, recorded, and reconciled. Work closely with grant managers to monitor grant expenditures, compliance requirements, and reporting deadlines, contributing to the overall success of grant management activities. 7. Compliance and Audit: Ensure adherence to relevant financial regulations, accounting standards and internal controls. Coordinate and participate in internal and external audits, responding to enquiries and implementing audit recommendations. Preparation of statutory compliance, including VAT returns and partial exemption calculations. 8. Financial Analysis: Conduct comprehensive financial analysis to support decision-making processes, identify trends, and assess financial performance. Provide insightful recommendations to improve financial efficiency and effectiveness. 9. Stakeholder Engagement: Collaborate with various stakeholders, including directors, heads of service and budget holders, and external partners, to provide financial guidance, support strategic initiatives, and address financial concerns. 10. Policy Development: Contribute to the development and implementation of financial policies, procedures, and controls to enhance transparency, accountability, and financial sustainability. 11. Continuous Improvement: Identify opportunities for process improvement and efficiency gains within the finance department. Implement best practices and innovative solutions to optimise financial operations. 12. Staff Development: Mentor and develop junior staff members within the finance team. Provide guidance on technical skills, professional development, and career advancement opportunities. Foster a culture of continuous learning and growth 13. Achieve high standards of personal performance, through meeting agreed personal targets and undertaking planned programmes of professional development. 14 Comply with all the Council's policies and procedures. 15 Ensure correspondence, systems and records are always maintained with confidentiality and discretion and follow GDPR. 16 Other: Undertake any other duties which may be required in line with the level of the post as required What you'll need to succeed Applicants must hold a recognised accountancy qualification (CCAB or equivalent) and be a full member of one of the professional accountancy bodies (CCAB or equivalent). Applicants must demonstrate, by providing personal and specific examples, that you have 2 years' experience in financial management, accounting or auditing with specialised expertise in capital accounting, treasury management, management accounting or financial accounting. What you'll get in return 3-month contract, get your foot in the door to then put yourself forward for the external perm post, 37-hour working week, hybrid and flexible working options available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Sep 01, 2025
Seasonal
ACCA, CIMA, COUNCIL ROLES, Qualified Accountant Your new company and new role This role sits within our Finance pillar in the newly created Corporate & Support Services Directorate. Reporting to one of the Accounting Managers within the team, you will play a key role in supporting the accounting managers in maintaining effective financial management, compliance and team development within the Mid and East Antrim Borough Council. You will be responsible for contributing to accurate and timely financial management, reporting and compliance within the Council. Your role will entail maintaining financial records, preparing financial statements, management accounts and analysing financial data to support decision-making processes. Additionally, you will play a crucial role in budgeting, forecasting, treasury management and managing financial risks. As an accountant within the team, you will contribute to the development and implementation of financial policies and procedures, while providing guidance to key stakeholders on financial matters. Your role will be wide-ranging and varied and will involve management in one of the following key areas depending on your experience: •Financial Accountant •Management Accountant •Capital Accountant •Treasury Accountant You will also have the opportunity to rotate between the different areas, gaining valuable experience and a broad understanding of various accounting functions across the Council. This will allow you to develop a well-rounded skill set and contribute to diverse projects within the finance team. Main Duties1. Financial Management: Preparing accurate and timely financial reports for the accounting managers, including budgetary analysis, monthly and quarterly management accounts, balance sheets, income and expenditure statements and cash flow statements in accordance with regulatory requirements and internal policies. This includes over-seeing and reviewing the completion of reconciliations and month-end journals. 2. Budget Oversight: Assist in the development and monitoring of annual budgets, ensuring alignment with the Council's Financial Strategy and business partnering with all areas of the business. Provide support in budget variance analysis and forecasting to help support decision-making processes and long-term planning. 3. Capital accounting: Oversee capital expenditure processes, including asset acquisition, depreciation, and disposal. Maintain accurate records of fixed assets and ensure compliance with accounting standards and regulations. 4. Treasury Management: Manage cash flow, liquidity, and investments to optimise returns while minimising risks, including regular cash flow forecasting. Monitor banking activities, review cash reconciliations, and execute fund transfers as necessary. 5. Accounts Receivable and Payable: Oversee accounts receivable and accounts payable processes, ensuring accurate and timely invoicing, payment processing, and reconciliations. Monitor ageing reports and follow up on outstanding balances. 6 Grant Management: Ensure all income, including grants, is properly invoiced, recorded, and reconciled. Work closely with grant managers to monitor grant expenditures, compliance requirements, and reporting deadlines, contributing to the overall success of grant management activities. 7. Compliance and Audit: Ensure adherence to relevant financial regulations, accounting standards and internal controls. Coordinate and participate in internal and external audits, responding to enquiries and implementing audit recommendations. Preparation of statutory compliance, including VAT returns and partial exemption calculations. 8. Financial Analysis: Conduct comprehensive financial analysis to support decision-making processes, identify trends, and assess financial performance. Provide insightful recommendations to improve financial efficiency and effectiveness. 9. Stakeholder Engagement: Collaborate with various stakeholders, including directors, heads of service and budget holders, and external partners, to provide financial guidance, support strategic initiatives, and address financial concerns. 10. Policy Development: Contribute to the development and implementation of financial policies, procedures, and controls to enhance transparency, accountability, and financial sustainability. 11. Continuous Improvement: Identify opportunities for process improvement and efficiency gains within the finance department. Implement best practices and innovative solutions to optimise financial operations. 12. Staff Development: Mentor and develop junior staff members within the finance team. Provide guidance on technical skills, professional development, and career advancement opportunities. Foster a culture of continuous learning and growth 13. Achieve high standards of personal performance, through meeting agreed personal targets and undertaking planned programmes of professional development. 14 Comply with all the Council's policies and procedures. 15 Ensure correspondence, systems and records are always maintained with confidentiality and discretion and follow GDPR. 16 Other: Undertake any other duties which may be required in line with the level of the post as required What you'll need to succeed Applicants must hold a recognised accountancy qualification (CCAB or equivalent) and be a full member of one of the professional accountancy bodies (CCAB or equivalent). Applicants must demonstrate, by providing personal and specific examples, that you have 2 years' experience in financial management, accounting or auditing with specialised expertise in capital accounting, treasury management, management accounting or financial accounting. What you'll get in return 3-month contract, get your foot in the door to then put yourself forward for the external perm post, 37-hour working week, hybrid and flexible working options available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Our client is seeking a Senior Investment Manager to join their established investment company. The selected candidate will report to the Family Director and the Investment Committee. You must be working in EU time zone for this position. About The investment company manages a diverse portfolio including equities, fixed income, hedge funds, private equities and direct investments. The Senior Investment Manager will primarily focus on managing our equities and hedge fund portfolios while supporting broader investment activities and total portfolio strategy. They cultivate a culture where innovation thrives through challenging the status quo, embracing calculated risks, and approaching every challenge with the resourcefulness and vision of founders. Responsibilities: Take part in overall portfolio, investment strategy decisions, asset allocations and risk management. Develop an investment strategy customized to our company's mandate, with particular focus on equities and hedge funds Identify emerging market trends and capitalize on strategic opportunities Source investments and maintain relationships with other LPs, GPs, and Advisors to build a high-quality pipeline of opportunities Develop and execute a thorough due diligence process for investments Conduct comprehensive due diligence on investments - both new and existing Track exposures in the portfolio and implement risk management strategies Monitor and report investment performance to family office principal(s) Ensure compliance with financial regulations and investment governance Qualifications: 10+ years in asset management, preferably with a fund of hedge funds or another allocator with a specialisation in hedge funds and equities Demonstrated track record of successful investment selections and portfolio performance Strong network and exceptional deal-sourcing capabilities Deep expertise in due diligence and sourcing, particularly in hedge fund strategies Advanced analytical skills and proficiency in portfolio modelling Excellent communication skills and ability to present complex investment concepts clearly Entrepreneurial mindset with ability to identify unique opportunities Must be EU based. This position offers a unique opportunity to both manage and build equities and hedge fund portfolios, while contributing to all aspects of our investment strategy in a dynamic, forward-thinking environment. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Sep 01, 2025
Full time
Our client is seeking a Senior Investment Manager to join their established investment company. The selected candidate will report to the Family Director and the Investment Committee. You must be working in EU time zone for this position. About The investment company manages a diverse portfolio including equities, fixed income, hedge funds, private equities and direct investments. The Senior Investment Manager will primarily focus on managing our equities and hedge fund portfolios while supporting broader investment activities and total portfolio strategy. They cultivate a culture where innovation thrives through challenging the status quo, embracing calculated risks, and approaching every challenge with the resourcefulness and vision of founders. Responsibilities: Take part in overall portfolio, investment strategy decisions, asset allocations and risk management. Develop an investment strategy customized to our company's mandate, with particular focus on equities and hedge funds Identify emerging market trends and capitalize on strategic opportunities Source investments and maintain relationships with other LPs, GPs, and Advisors to build a high-quality pipeline of opportunities Develop and execute a thorough due diligence process for investments Conduct comprehensive due diligence on investments - both new and existing Track exposures in the portfolio and implement risk management strategies Monitor and report investment performance to family office principal(s) Ensure compliance with financial regulations and investment governance Qualifications: 10+ years in asset management, preferably with a fund of hedge funds or another allocator with a specialisation in hedge funds and equities Demonstrated track record of successful investment selections and portfolio performance Strong network and exceptional deal-sourcing capabilities Deep expertise in due diligence and sourcing, particularly in hedge fund strategies Advanced analytical skills and proficiency in portfolio modelling Excellent communication skills and ability to present complex investment concepts clearly Entrepreneurial mindset with ability to identify unique opportunities Must be EU based. This position offers a unique opportunity to both manage and build equities and hedge fund portfolios, while contributing to all aspects of our investment strategy in a dynamic, forward-thinking environment. If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV
Technology Director London (Hybrid, 2-3 days per week on-site) Up to £120,000 + bonus The Company A global leader in rental housing investment, development, and management, operating across multiple countries and brands. With a diverse portfolio spanning student accommodation, family apartments, and short-stay properties, the business is scaling its European operations and strengthening its technology function. The Role As Technology Director for Delivery & Operations, you will oversee property operations technology across Europe. Working closely with digital product teams and senior stakeholders, you'll be responsible for implementing and enhancing core systems, managing high-value contracts, and ensuring technology enables seamless operational processes across the rental journey. Key Responsibilities Lead delivery and operations of property management systems across European markets. Act as decision-maker and advocate for new technology investments, including business case development. Manage a European delivery team plus offshore resources in India. Oversee implementation and optimisation of platforms such as Yardi, Entrata, and Salesforce. Drive efficiency and consistency in operational processes: from leasing to payments, deposits, and inventory. Candidate Profile Proven experience delivering and managing property management, hotel, or logistics systems. Background in real estate, property, or hospitality strongly preferred (retail also considered). Skilled in managing teams across multiple geographies and working with offshore service centres. Digitally minded, with a focus on operational delivery rather than product development. Confident stakeholder manager, able to operate at Director level in a global business. The Offer £120,000 base salary Annual bonus. Hybrid working, with 2-3 days per week on-site in Central London. Opportunity to shape technology delivery across multiple European markets.
Sep 01, 2025
Full time
Technology Director London (Hybrid, 2-3 days per week on-site) Up to £120,000 + bonus The Company A global leader in rental housing investment, development, and management, operating across multiple countries and brands. With a diverse portfolio spanning student accommodation, family apartments, and short-stay properties, the business is scaling its European operations and strengthening its technology function. The Role As Technology Director for Delivery & Operations, you will oversee property operations technology across Europe. Working closely with digital product teams and senior stakeholders, you'll be responsible for implementing and enhancing core systems, managing high-value contracts, and ensuring technology enables seamless operational processes across the rental journey. Key Responsibilities Lead delivery and operations of property management systems across European markets. Act as decision-maker and advocate for new technology investments, including business case development. Manage a European delivery team plus offshore resources in India. Oversee implementation and optimisation of platforms such as Yardi, Entrata, and Salesforce. Drive efficiency and consistency in operational processes: from leasing to payments, deposits, and inventory. Candidate Profile Proven experience delivering and managing property management, hotel, or logistics systems. Background in real estate, property, or hospitality strongly preferred (retail also considered). Skilled in managing teams across multiple geographies and working with offshore service centres. Digitally minded, with a focus on operational delivery rather than product development. Confident stakeholder manager, able to operate at Director level in a global business. The Offer £120,000 base salary Annual bonus. Hybrid working, with 2-3 days per week on-site in Central London. Opportunity to shape technology delivery across multiple European markets.
Independent Financial Planner Based in Leeds or surrounding areas Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Independent Financial Planner Based in Leeds or surrounding areas Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Independent Financial Planner Vacancies Based in the Liverpool area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Independent Financial Planner Vacancies Based in the Liverpool area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Independent Financial Planner Vacancies Based in Greater Manchester area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Independent Financial Planner Vacancies Based in Greater Manchester area Manage existing clients and generate new business Up to £70k basic salary with bonuses on top 25 days holiday bank holidays and benefits Full Paraplanning and Administration support from a pooled team My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing. In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself. The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation. If this role sounds of interest or any other roles I am working on please get in touch.
Recruitment Consultant - Taunton 28k- 35k per annum (DOE) OTE 50K- 70K first year, set to increase after one year of billing Daniel Owen is looking for a recruitment consultant to join the team in our office based in Taunton. Experience is preferred but not essential for this role. As our team soars to new heights, we are thrilled to announce an exciting opportunity to become an integral part of our team in Taunton as a Recruitment Consultant. With this desk having a list of live vacancies across the Taunton area, this division will be our key growth point moving forward. You'll inherit a warm desk ready for you to nurture and expand as well as embark on a clear path to leadership with aspirations to manage your own team in the future. Your impact/duties as a Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations The Ideal Candidate for a Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative Extra benefits of working as a Recruitment Consultant at Daniel Owen: Flexible Benefits: Holiday buy and sell back scheme plus day off for your birthday Health and Well-Being: Contributory pension, private health care, and life assurance. Director Incentives: Quarterly lunch incentives Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: Group sessions and one to one training. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. If you envision a future where you're evolving, and making a significant impact within our dynamic team, don't hesitate to contact our Talent Acquisition Team for a confidential conversation. REGION123
Sep 01, 2025
Full time
Recruitment Consultant - Taunton 28k- 35k per annum (DOE) OTE 50K- 70K first year, set to increase after one year of billing Daniel Owen is looking for a recruitment consultant to join the team in our office based in Taunton. Experience is preferred but not essential for this role. As our team soars to new heights, we are thrilled to announce an exciting opportunity to become an integral part of our team in Taunton as a Recruitment Consultant. With this desk having a list of live vacancies across the Taunton area, this division will be our key growth point moving forward. You'll inherit a warm desk ready for you to nurture and expand as well as embark on a clear path to leadership with aspirations to manage your own team in the future. Your impact/duties as a Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations The Ideal Candidate for a Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative Extra benefits of working as a Recruitment Consultant at Daniel Owen: Flexible Benefits: Holiday buy and sell back scheme plus day off for your birthday Health and Well-Being: Contributory pension, private health care, and life assurance. Director Incentives: Quarterly lunch incentives Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: Group sessions and one to one training. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. If you envision a future where you're evolving, and making a significant impact within our dynamic team, don't hesitate to contact our Talent Acquisition Team for a confidential conversation. REGION123
Trainee Recruitment Consultant - Construction - Farnborough 27k- 30k per annum (DOE) OTE 50K- 70K first year, set to increase after one year of billing Our Farnborough office has soared to new heights thanks to our amazing team of specialist blue and white collar recruitment consultants. We now have an exciting opportunity for someone new to join this thriving team, stepping into a warm desk and established network from day one. Our Farnborough manager is deeply committed to nurturing talent, transforming each candidate that has joined us into a success story and with this personalised, one on one training it is a great opportunity to join Daniel Owen with aspirations to progress onto a Senior Consultant role in the future. Your impact/duties as a Trainee Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations The Ideal Candidate for a Trainee Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative Extra benefits of working as a Trainee Recruitment Consultant at Daniel Owen: Flexible Benefits: Holiday buy and sell back scheme plus day off for your birthday Health and Well-Being: Contributory pension, private health care, and life assurance. Director Incentives: Quarterly lunch incentives Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: Group sessions and one to one training. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. If you envision a future where you're evolving, and making a significant impact within our dynamic team, don't hesitate to contact our Talent Acquisition Team for a confidential conversation. REGION123
Sep 01, 2025
Full time
Trainee Recruitment Consultant - Construction - Farnborough 27k- 30k per annum (DOE) OTE 50K- 70K first year, set to increase after one year of billing Our Farnborough office has soared to new heights thanks to our amazing team of specialist blue and white collar recruitment consultants. We now have an exciting opportunity for someone new to join this thriving team, stepping into a warm desk and established network from day one. Our Farnborough manager is deeply committed to nurturing talent, transforming each candidate that has joined us into a success story and with this personalised, one on one training it is a great opportunity to join Daniel Owen with aspirations to progress onto a Senior Consultant role in the future. Your impact/duties as a Trainee Recruitment Consultant: Client Relationships: Not just over the phone, but face-to-face, you'll identify and develop existing and new client relationships. Talent Sourcing: Seek out skilled individuals with the right qualifications and experience. 360 Recruitment Process: From negotiating terms, to interviews to offer stages, you will manage the entire process. Top-Tier Service: Deliver exceptional service to ensure repeat business and outstanding recommendations The Ideal Candidate for a Trainee Recruitment Consultant: Proven Professional: Whether in recruitment or sales (any sector), you know how to get results. Motivator and Ambitious: Inspire others and aspire to progress to a managerial role. Excellent Communicator: Posses brilliant communication skills face-to-face and via email Adaptable: Thrive in a fast-paced environment and pivot with changing priorities. Decision-Maker: You're not afraid to take the initiative Extra benefits of working as a Trainee Recruitment Consultant at Daniel Owen: Flexible Benefits: Holiday buy and sell back scheme plus day off for your birthday Health and Well-Being: Contributory pension, private health care, and life assurance. Director Incentives: Quarterly lunch incentives Jet-Setters Welcome: Reward trips, previous locations such as Marbella, Prague & Portugal Learning and Growth: Group sessions and one to one training. Fast-Track Career: Our directors all climbed the ladder from within. Company funded recruitment specific qualifications: The company funds training and qualifications which offers all employees the opportunity to work towards MIRP Level 4 Management status Personalised one-on-onto coaching with One financial: Daniel Owen offers all employees the opportunity to unleash their financial potential and confidentially work alongside financial experts who will guide you through the labyrinth of mortgages, investments, savings, credit, and pensions. If you envision a future where you're evolving, and making a significant impact within our dynamic team, don't hesitate to contact our Talent Acquisition Team for a confidential conversation. REGION123
