Health & Safety Administrator Your new companyYou'll be joining a proactive Health and Safety Team within a dynamic university environment. Known for delivering high-quality support services and fostering a culture of safety and compliance, the team works collaboratively across faculties and professional services. This internal opportunity offers a chance to contribute to meaningful initiatives that directly impact staff and student wellbeing. 3 months fixed term roleSalary 26k to 27KWorking 35 hours per week. Your new roleAs a Health and Safety Administrator, you'll play a key role in supporting the delivery of a high-quality, customer-focused Health and Safety service. Reporting to the Senior Health and Safety Adviser, you'll manage administrative systems, coordinate meetings and training events, and provide face-to-face support at the Occupational Health Clinic. You'll also assist with inspections, audits, and the preparation of reports and presentation materials. A core part of your role will involve maintaining health and safety data systems, managing SharePoint content, and ensuring compliance with data protection and retention policies. What you'll need to succeedYou'll bring excellent organisational and administrative skills, with confidence in using digital tools such as SharePoint, Teams, and Excel. Experience in health and safety or compliance environments is highly desirable. You'll be a clear communicator with a strong attention to detail and the ability to handle sensitive information appropriately. A proactive mindset and the ability to build effective relationships across departments will be key to your success. What you'll get in return3 months FTC Role Salary 26 to 27KWorking hours 35 per week Opportunity to contribute to a safer, healthier university environmentCollaborative team culture with professional development supportExposure to a wide range of health and safety initiativesA role that combines operational delivery with strategic impact What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you're looking for a new opportunity, please reach out for a confidential discussion about your career. #
Sep 05, 2025
Contractor
Health & Safety Administrator Your new companyYou'll be joining a proactive Health and Safety Team within a dynamic university environment. Known for delivering high-quality support services and fostering a culture of safety and compliance, the team works collaboratively across faculties and professional services. This internal opportunity offers a chance to contribute to meaningful initiatives that directly impact staff and student wellbeing. 3 months fixed term roleSalary 26k to 27KWorking 35 hours per week. Your new roleAs a Health and Safety Administrator, you'll play a key role in supporting the delivery of a high-quality, customer-focused Health and Safety service. Reporting to the Senior Health and Safety Adviser, you'll manage administrative systems, coordinate meetings and training events, and provide face-to-face support at the Occupational Health Clinic. You'll also assist with inspections, audits, and the preparation of reports and presentation materials. A core part of your role will involve maintaining health and safety data systems, managing SharePoint content, and ensuring compliance with data protection and retention policies. What you'll need to succeedYou'll bring excellent organisational and administrative skills, with confidence in using digital tools such as SharePoint, Teams, and Excel. Experience in health and safety or compliance environments is highly desirable. You'll be a clear communicator with a strong attention to detail and the ability to handle sensitive information appropriately. A proactive mindset and the ability to build effective relationships across departments will be key to your success. What you'll get in return3 months FTC Role Salary 26 to 27KWorking hours 35 per week Opportunity to contribute to a safer, healthier university environmentCollaborative team culture with professional development supportExposure to a wide range of health and safety initiativesA role that combines operational delivery with strategic impact What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you're looking for a new opportunity, please reach out for a confidential discussion about your career. #
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : 30,000 to 35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Sep 05, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : 30,000 to 35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
This Accounts Senior / Semi Senior opportunity in Banbury, gives you the chance to work with a wide variety of clients, develop as a trusted adviser, and progress in a supportive and forward-thinking practice. If you're ACA or ACCA qualified (or studying), and want more responsibility, recognition, and variety, this could be the move for you. As the Accounts Senior / Semi Senior, you'll gain exposure to everything from accounts and tax to advisory projects, helping clients improve their businesses while building your own professional expertise. Alongside technical development, you'll also be encouraged to coach junior colleagues, play an active part in business development, and benefit from a flexible working culture that truly values work-life balance. Role Overview Prepare client accounts and tax returns, meeting deadlines and quality standards Liaise with clients to gather information and advise on accounting or tax matters Support partners and managers with tax planning and advisory projects Assist clients with accounting software and bookkeeping queries Supervise and coach junior team members on the job Contribute to business development, seminars, and marketing activities The Ideal Candidate ACA or ACCA qualified, part-qualified, or equivalent experience Experience within accountancy practice Confident in preparing accounts and personal tax returns Strong IT skills with knowledge of systems such as CCH, Xero, or Sage Excellent communicator with strong problem-solving ability Organised, proactive, and eager to take on new challenges What's on Offer £35,000 to £45,000 salary Flexible working Generous holiday allowance Healthcare cover and cashback plan via Vitality Pension contribution scheme Life assurance and cycle to work scheme Car scheme options Enhanced maternity and paternity pay Employee assistance programme for confidential support Regular social events, away days, and charity activities Register your interest by applying today or call Richard Davies or Luke Scale on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - Accounts Senior / Semi Senior.
Sep 04, 2025
Full time
This Accounts Senior / Semi Senior opportunity in Banbury, gives you the chance to work with a wide variety of clients, develop as a trusted adviser, and progress in a supportive and forward-thinking practice. If you're ACA or ACCA qualified (or studying), and want more responsibility, recognition, and variety, this could be the move for you. As the Accounts Senior / Semi Senior, you'll gain exposure to everything from accounts and tax to advisory projects, helping clients improve their businesses while building your own professional expertise. Alongside technical development, you'll also be encouraged to coach junior colleagues, play an active part in business development, and benefit from a flexible working culture that truly values work-life balance. Role Overview Prepare client accounts and tax returns, meeting deadlines and quality standards Liaise with clients to gather information and advise on accounting or tax matters Support partners and managers with tax planning and advisory projects Assist clients with accounting software and bookkeeping queries Supervise and coach junior team members on the job Contribute to business development, seminars, and marketing activities The Ideal Candidate ACA or ACCA qualified, part-qualified, or equivalent experience Experience within accountancy practice Confident in preparing accounts and personal tax returns Strong IT skills with knowledge of systems such as CCH, Xero, or Sage Excellent communicator with strong problem-solving ability Organised, proactive, and eager to take on new challenges What's on Offer £35,000 to £45,000 salary Flexible working Generous holiday allowance Healthcare cover and cashback plan via Vitality Pension contribution scheme Life assurance and cycle to work scheme Car scheme options Enhanced maternity and paternity pay Employee assistance programme for confidential support Regular social events, away days, and charity activities Register your interest by applying today or call Richard Davies or Luke Scale on (phone number removed) to discuss this opportunity further, always in complete confidence. Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/(phone number removed) - Accounts Senior / Semi Senior.
Corporate Health & Safety Adviser Site / office / home working rolling contract Local Government The role: The main purpose of the role is to manage and to continually strive to improve the health, safety performance of the council services activities and its employees by developing, implementing and promoting the service health, safety policies, strategies, principles of prevention and risk Management. In supporting the health and safety management system for the Council the role involves acting as a lead role for in corporate and schools health and safety management. Your specific areas of focus will be on auditing, development and implementation on a wide range of health and safety management systems, development of performance indicators and the evaluation of statistical analysis. You will also be responsible for regulatory compliance, risk management and health and safety training. Key Skills and Experience: A NEBOSH Diploma or its equivalent as a minimum qualification and will be registered IOSH member. A good knowledge of current and proposed health & safety legislation and codes of practice and the ability to interpret legislation practically, together with: Knowledge and experience of: Pro-active health and safety management Advising on health & safety issues Premises safety or facilities management Occupational Health and/or Environmental Health issues Health and safety training Conducting and managing health & safety audit Eden Brown is committed to equality in the workplace and is an equal opportunity employer. Eden Brown is acting as an Employment Business in relation to this vacancy.
Sep 02, 2025
Contractor
Corporate Health & Safety Adviser Site / office / home working rolling contract Local Government The role: The main purpose of the role is to manage and to continually strive to improve the health, safety performance of the council services activities and its employees by developing, implementing and promoting the service health, safety policies, strategies, principles of prevention and risk Management. In supporting the health and safety management system for the Council the role involves acting as a lead role for in corporate and schools health and safety management. Your specific areas of focus will be on auditing, development and implementation on a wide range of health and safety management systems, development of performance indicators and the evaluation of statistical analysis. You will also be responsible for regulatory compliance, risk management and health and safety training. Key Skills and Experience: A NEBOSH Diploma or its equivalent as a minimum qualification and will be registered IOSH member. A good knowledge of current and proposed health & safety legislation and codes of practice and the ability to interpret legislation practically, together with: Knowledge and experience of: Pro-active health and safety management Advising on health & safety issues Premises safety or facilities management Occupational Health and/or Environmental Health issues Health and safety training Conducting and managing health & safety audit Eden Brown is committed to equality in the workplace and is an equal opportunity employer. Eden Brown is acting as an Employment Business in relation to this vacancy.
The company has a strong reputation for quality and innovation, coupled with a collaborative and supportive culture. This is a hands-on leadership role, offering the opportunity to take ownership of financial controls, reporting, and strategy within a growing organisation. In your role as Financial Controller, you will be managing a small team producing month-end results and leading on the yearly audit. What will the Financial Controller role involve? Lead and manage month-end close, ensuring accurate and timely reporting. Provide technical accounting support to the finance team, maintaining compliance with accounting standards and internal policies. Oversee the annual audit, working closely with external auditors. Prepare monthly reports for senior leadership and contribute to group reporting. Monitor cash flow, forecasts, and budgets to inform decision-making. Drive improvements in financial controls, processes, and efficiencies. Manage VAT and corporation tax compliance, liaising with external advisers. Suitable Candidate for the Financial Controller vacancy: Fully qualified ACA or ACCA, ideally with audit or practice experience. Strong technical accounting knowledge, with experience in month-end, reporting, and audits. Confident leader with the ability to mentor and develop a team. Advanced Excel skills and proficiency with finance systems (Sage, Xero, SAP). Excellent analytical, problem-solving, and communication abilities. Additional benefits and information for the role of Financial Controller: Private medical insurance Enhanced pension Generous holiday allowance Additional perks CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Sep 01, 2025
Full time
The company has a strong reputation for quality and innovation, coupled with a collaborative and supportive culture. This is a hands-on leadership role, offering the opportunity to take ownership of financial controls, reporting, and strategy within a growing organisation. In your role as Financial Controller, you will be managing a small team producing month-end results and leading on the yearly audit. What will the Financial Controller role involve? Lead and manage month-end close, ensuring accurate and timely reporting. Provide technical accounting support to the finance team, maintaining compliance with accounting standards and internal policies. Oversee the annual audit, working closely with external auditors. Prepare monthly reports for senior leadership and contribute to group reporting. Monitor cash flow, forecasts, and budgets to inform decision-making. Drive improvements in financial controls, processes, and efficiencies. Manage VAT and corporation tax compliance, liaising with external advisers. Suitable Candidate for the Financial Controller vacancy: Fully qualified ACA or ACCA, ideally with audit or practice experience. Strong technical accounting knowledge, with experience in month-end, reporting, and audits. Confident leader with the ability to mentor and develop a team. Advanced Excel skills and proficiency with finance systems (Sage, Xero, SAP). Excellent analytical, problem-solving, and communication abilities. Additional benefits and information for the role of Financial Controller: Private medical insurance Enhanced pension Generous holiday allowance Additional perks CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Financial Services Administrator/Client Liaison Office Based Derby (our Ref AL1383) Competitive Salary to c£27,000 + discretionary bonus and exceptional benefits At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you. About the Role As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence. Provide comprehensive administrative support to Financial Planners in their day-to-day work. Maintain and update client records with accuracy and attention to confidentiality. Foster strong relationships with clients and third-party providers, ensuring clear and professional communication. Prepare valuations, meeting packs, and essential client documentation to the highest standard. Champion the use of secure digital tools and client portals to support an efficient, modern service. Book appointments for advisers and help them manage their workflows. Meet and greet clients. Commit to ensuring we adhere to compliance policies. About You At least 2 years experience in a financial services administrative role. Strong organisational skills, attention to detail, and a client-first mindset. Professional communication skills, both written and verbal. Ability to balance multiple priorities within deadlines. Proficient with Microsoft Office and financial back-office systems. Motivated to pursue further qualifications after 12 months. Benefits Group Life Assurance (3x salary). Employer-contributed Pension Scheme. Generous holiday allowance. Why Join? This Company is proud of its open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member. This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply. All CVs will be reviewed and responded to within 10 days
Sep 01, 2025
Full time
Financial Services Administrator/Client Liaison Office Based Derby (our Ref AL1383) Competitive Salary to c£27,000 + discretionary bonus and exceptional benefits At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you. About the Role As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence. Provide comprehensive administrative support to Financial Planners in their day-to-day work. Maintain and update client records with accuracy and attention to confidentiality. Foster strong relationships with clients and third-party providers, ensuring clear and professional communication. Prepare valuations, meeting packs, and essential client documentation to the highest standard. Champion the use of secure digital tools and client portals to support an efficient, modern service. Book appointments for advisers and help them manage their workflows. Meet and greet clients. Commit to ensuring we adhere to compliance policies. About You At least 2 years experience in a financial services administrative role. Strong organisational skills, attention to detail, and a client-first mindset. Professional communication skills, both written and verbal. Ability to balance multiple priorities within deadlines. Proficient with Microsoft Office and financial back-office systems. Motivated to pursue further qualifications after 12 months. Benefits Group Life Assurance (3x salary). Employer-contributed Pension Scheme. Generous holiday allowance. Why Join? This Company is proud of its open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member. This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply. All CVs will be reviewed and responded to within 10 days
Harrogate / Hybrid Working Client Support Admin Full-time Permanent Hybrid Are you an experienced client support professional with a background in financial services? We're working with a rapidly growing, private equity-backed wealth management group that's reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion. About the Company Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK. The Role As a Client Support Executive , you'll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You'll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience. Key Responsibilities Prepare documentation and reports for client review meetings. Maintain and update client records using internal systems. Liaise with product providers to obtain and verify plan information. Validate fund data, unit balances, and income expectations. Collate costs and charges, including adviser fees and fund-based income. Produce valuation reports and supporting documentation using templates. Assist with new business processing and application submissions. Respond to client and provider queries via phone and email. Ensure compliance with internal procedures and FCA regulations. Support advisers with research and documentation for investment comparisons. Contribute to continuous improvement by identifying process enhancements. What We're Looking For Previous experience in a client support or admin role within financial services. Strong understanding of financial products, platforms, and regulatory requirements. Excellent communication and organisational skills. High attention to detail and accuracy. Proficiency with CRM systems and Microsoft Office. Desirable Attributes Customer-focused with a proactive approach to service delivery. Team player with a collaborative mindset. Comfortable working in a fast-paced, evolving environment. Willingness to engage in ongoing training and development. Benefits Competitive salary Hybrid working model 25 days annual leave (plus buy/sell options) Private medical insurance Enhanced pension scheme Life assurance & health cash plan Discretionary performance bonus Employee Assistance Programme Office closure over Christmas
Sep 01, 2025
Full time
Harrogate / Hybrid Working Client Support Admin Full-time Permanent Hybrid Are you an experienced client support professional with a background in financial services? We're working with a rapidly growing, private equity-backed wealth management group that's reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion. About the Company Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK. The Role As a Client Support Executive , you'll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You'll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience. Key Responsibilities Prepare documentation and reports for client review meetings. Maintain and update client records using internal systems. Liaise with product providers to obtain and verify plan information. Validate fund data, unit balances, and income expectations. Collate costs and charges, including adviser fees and fund-based income. Produce valuation reports and supporting documentation using templates. Assist with new business processing and application submissions. Respond to client and provider queries via phone and email. Ensure compliance with internal procedures and FCA regulations. Support advisers with research and documentation for investment comparisons. Contribute to continuous improvement by identifying process enhancements. What We're Looking For Previous experience in a client support or admin role within financial services. Strong understanding of financial products, platforms, and regulatory requirements. Excellent communication and organisational skills. High attention to detail and accuracy. Proficiency with CRM systems and Microsoft Office. Desirable Attributes Customer-focused with a proactive approach to service delivery. Team player with a collaborative mindset. Comfortable working in a fast-paced, evolving environment. Willingness to engage in ongoing training and development. Benefits Competitive salary Hybrid working model 25 days annual leave (plus buy/sell options) Private medical insurance Enhanced pension scheme Life assurance & health cash plan Discretionary performance bonus Employee Assistance Programme Office closure over Christmas
Responsible to: Chief Executive Officer Immediate reports: Welfare Benefits Team Lead, Training Lead, Supervision Lead, Debt Caseworkers, Energy Advisor. Hours: Full time 36 hours (there is some flexibility for the right candidate) Salary: £26,994 £28,922 dependent on experience Main Purpose of Job To be responsible for the delivery of all aspects of our advice services via telephone, email/web, in person and at outreach venues. To line manage team leads, debt caseworkers and the energy adviser and support them in achieving high standards of accessible advice services. To oversee the use of our volunteer adviser resources to cover each of our advice channels in the most effective way. To liaise with the training lead to ensure we have sufficient, well trained volunteer advice resources to deliver our service. To ensure cover for Advice Session Supervisors when needed To provide training, guidance and support on client records, telephone channel and quality standards To design and implement improvements to our advice processes based on best practice, leading and gaining buy-in from team members as necessary. To be overall responsible for the quality of our advice in line with our Quality of Advice framework and IFR s to drive the organisation towards excellence in quality. To be responsible for ensuring Debt technical supervision is in place and carry out continuous professional development activities and duties within the organisation. In maintaining quality, you will need to inspire and motivate your team and provide focussed individual support where necessary to achieve internal and external quality and KPI standards To drive a culture of continuous workforce development where a rigorous but supportive approach is adopted You will identify the best quality tools and execute investigations/analysis to improve workforce competency and quality across the organisation, and support our brand reputation Monitor and track performance progress of the service and of individuals against targets, achievement of deadlines and support staff as appropriate To undertake regular team meetings in line with the organisation s quality expectations To undertake regular formal supervisions and review meetings Create a positive working environment in which equality and diversity are well managed, dignity at work is upheld and staff can do their best Encourage good teamwork and lines of communication between all staff and volunteers Ensure the core contracts are appropriately staffed at all times to achieve the expected standards and targets. Research and Campaigns To ensure the advice team contribute to the development of social policy in line with our business plan To assist with social policy work as required by the organisation Management duties You will be accountable and responsible for delivering the service delivery related objectives and outcomes from the organisation s Business Plan and service-related KPIs. Prepare and issue reports as required for the CEO, funders and partners, attending meetings as required to present findings and recommendations Learning and professional development Keep up to date with legislation relevant to the role, trends, ideas and thinking Attend and actively participate in regular support and supervision sessions and appraisals with the Chief Executive Officer Identify own learning and development needs and plan to meet them. Administration Ensure that detailed records for the purposes of information retrieval, statistical monitoring and report preparation are maintained and developed Produce comprehensive, analytical and developmental oral and written reports on the work of the service as required. Other Duties and Responsibilities Undertake advice work as required, including supporting contracts and projects outside of the generalist service. Support with the efficient and effective use of Casebook, gathering, storing and analysing data and contributing to the reporting processes for services, projects and contracts. Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed. Ensure that work reflects and supports the Citizens Advice service's equity, diversity and inclusion strategy. Develop and maintain effective admin systems and records relevant to the role. Act as key holder and open or close the building when necessary. Attend regular internal and external meetings relevant to the role and to services at outreach locations. Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team. Abide by health and safety guidelines and share responsibility for own health and safety and that of colleagues; taking particular account of this at outreach and shared locations. Identify own learning and development needs and take steps to address these. Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the service. Ensure all data protection and GDPR requirements are adhered to in all work for which the post is responsible. Demonstrate commitment to the aims and policies of the Citizens Advice service Encourage staff to understand the importance of our Equality, Diversity and Inclusion strategy, implement the strategy, and act as a role model for EDI, including challenging any inappropriate comments or attitudes. Attend relevant internal and external meetings as agreed with your line manager. Take personal responsibility for your own actions and for sorting out issues or problems that arise. Review and make recommendations for improvements to the service. Comply with all Citizens Advice information assurance guidelines. Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team. As directed by the CEO, carry out other duties within the scope of the post to ensure the effective delivery of the service In addition you must be prepared to train up to do the following: Debt Advice giving Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities. Use appropriate resources to find, interpret and communicate the relevant information to clients. Research and explore options and implications so that clients can make informed decisions. Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties such as statutory and non-statutory bodies as appropriate. Ensure that all work conforms to the organisation s office manual and the Advice Quality standard / other funding requirements, as appropriate. Ensure that work reflects and supports the Citizens Advice service s equality and diversity strategy. Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation. Take ownership for monitoring own workload e.g. proactively reviewing progress on current cases, outcome of completed cases and quality control. Be a DRO approved intermediary.
Sep 01, 2025
Full time
Responsible to: Chief Executive Officer Immediate reports: Welfare Benefits Team Lead, Training Lead, Supervision Lead, Debt Caseworkers, Energy Advisor. Hours: Full time 36 hours (there is some flexibility for the right candidate) Salary: £26,994 £28,922 dependent on experience Main Purpose of Job To be responsible for the delivery of all aspects of our advice services via telephone, email/web, in person and at outreach venues. To line manage team leads, debt caseworkers and the energy adviser and support them in achieving high standards of accessible advice services. To oversee the use of our volunteer adviser resources to cover each of our advice channels in the most effective way. To liaise with the training lead to ensure we have sufficient, well trained volunteer advice resources to deliver our service. To ensure cover for Advice Session Supervisors when needed To provide training, guidance and support on client records, telephone channel and quality standards To design and implement improvements to our advice processes based on best practice, leading and gaining buy-in from team members as necessary. To be overall responsible for the quality of our advice in line with our Quality of Advice framework and IFR s to drive the organisation towards excellence in quality. To be responsible for ensuring Debt technical supervision is in place and carry out continuous professional development activities and duties within the organisation. In maintaining quality, you will need to inspire and motivate your team and provide focussed individual support where necessary to achieve internal and external quality and KPI standards To drive a culture of continuous workforce development where a rigorous but supportive approach is adopted You will identify the best quality tools and execute investigations/analysis to improve workforce competency and quality across the organisation, and support our brand reputation Monitor and track performance progress of the service and of individuals against targets, achievement of deadlines and support staff as appropriate To undertake regular team meetings in line with the organisation s quality expectations To undertake regular formal supervisions and review meetings Create a positive working environment in which equality and diversity are well managed, dignity at work is upheld and staff can do their best Encourage good teamwork and lines of communication between all staff and volunteers Ensure the core contracts are appropriately staffed at all times to achieve the expected standards and targets. Research and Campaigns To ensure the advice team contribute to the development of social policy in line with our business plan To assist with social policy work as required by the organisation Management duties You will be accountable and responsible for delivering the service delivery related objectives and outcomes from the organisation s Business Plan and service-related KPIs. Prepare and issue reports as required for the CEO, funders and partners, attending meetings as required to present findings and recommendations Learning and professional development Keep up to date with legislation relevant to the role, trends, ideas and thinking Attend and actively participate in regular support and supervision sessions and appraisals with the Chief Executive Officer Identify own learning and development needs and plan to meet them. Administration Ensure that detailed records for the purposes of information retrieval, statistical monitoring and report preparation are maintained and developed Produce comprehensive, analytical and developmental oral and written reports on the work of the service as required. Other Duties and Responsibilities Undertake advice work as required, including supporting contracts and projects outside of the generalist service. Support with the efficient and effective use of Casebook, gathering, storing and analysing data and contributing to the reporting processes for services, projects and contracts. Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed. Ensure that work reflects and supports the Citizens Advice service's equity, diversity and inclusion strategy. Develop and maintain effective admin systems and records relevant to the role. Act as key holder and open or close the building when necessary. Attend regular internal and external meetings relevant to the role and to services at outreach locations. Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team. Abide by health and safety guidelines and share responsibility for own health and safety and that of colleagues; taking particular account of this at outreach and shared locations. Identify own learning and development needs and take steps to address these. Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the service. Ensure all data protection and GDPR requirements are adhered to in all work for which the post is responsible. Demonstrate commitment to the aims and policies of the Citizens Advice service Encourage staff to understand the importance of our Equality, Diversity and Inclusion strategy, implement the strategy, and act as a role model for EDI, including challenging any inappropriate comments or attitudes. Attend relevant internal and external meetings as agreed with your line manager. Take personal responsibility for your own actions and for sorting out issues or problems that arise. Review and make recommendations for improvements to the service. Comply with all Citizens Advice information assurance guidelines. Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team. As directed by the CEO, carry out other duties within the scope of the post to ensure the effective delivery of the service In addition you must be prepared to train up to do the following: Debt Advice giving Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities. Use appropriate resources to find, interpret and communicate the relevant information to clients. Research and explore options and implications so that clients can make informed decisions. Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties such as statutory and non-statutory bodies as appropriate. Ensure that all work conforms to the organisation s office manual and the Advice Quality standard / other funding requirements, as appropriate. Ensure that work reflects and supports the Citizens Advice service s equality and diversity strategy. Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation. Take ownership for monitoring own workload e.g. proactively reviewing progress on current cases, outcome of completed cases and quality control. Be a DRO approved intermediary.
Your new company A great job opportunity has arisen for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing firm of IFAs. The company have recently completed a new acquisition and are now seeking to build on their existing team of experienced paraplanners to work closely with financial advisers to support the financial planning process and ensure high-quality advice continues to be delivered to clients. Flexible working options. Your new role Working closely with Financial Advisers and Chartered Financial Planners to prepare financial advice and strategies tailored to clients' needs and identify investment opportunities where appropriate and in clients' best interests. Key responsibilities will include gathering key information to establish clients' financial circumstances, comprehensive research on financial products using financial planning software to model various scenarios and projections, preparing and reviewing investment proposals and reports for clients. What you'll need to succeed Minimum Level 4 Diploma in Financial Planning, ideally Chartered or progressing towards. You will also have proven experience as a paraplanner or financial analyst and be technically strong across the full range of financial planning, particularly in the areas of investments, pensions, personal tax and protection. Experience of using financial services back-office systems is also required. Financial Advisers seeking to move into a role which will utilise technical knowledge will also be considered. What you'll get in return In addition to a highly competitive basic salary and good benefits package, this is a great opportunity with a very good company which offers excellent long-term prospects for career development and managerial opportunities. Flexible working options. 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. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Sep 01, 2025
Full time
Your new company A great job opportunity has arisen for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing firm of IFAs. The company have recently completed a new acquisition and are now seeking to build on their existing team of experienced paraplanners to work closely with financial advisers to support the financial planning process and ensure high-quality advice continues to be delivered to clients. Flexible working options. Your new role Working closely with Financial Advisers and Chartered Financial Planners to prepare financial advice and strategies tailored to clients' needs and identify investment opportunities where appropriate and in clients' best interests. Key responsibilities will include gathering key information to establish clients' financial circumstances, comprehensive research on financial products using financial planning software to model various scenarios and projections, preparing and reviewing investment proposals and reports for clients. What you'll need to succeed Minimum Level 4 Diploma in Financial Planning, ideally Chartered or progressing towards. You will also have proven experience as a paraplanner or financial analyst and be technically strong across the full range of financial planning, particularly in the areas of investments, pensions, personal tax and protection. Experience of using financial services back-office systems is also required. Financial Advisers seeking to move into a role which will utilise technical knowledge will also be considered. What you'll get in return In addition to a highly competitive basic salary and good benefits package, this is a great opportunity with a very good company which offers excellent long-term prospects for career development and managerial opportunities. Flexible working options. 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. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
An exciting opportunity has opened for a detail-driven professional to join a fast-paced financial services team in a hybrid support role. This position is ideal for someone with experience in client administration who thrives on collaboration and delivering high-quality service. Key Responsibilities: Prepare annual client reviews and manage complex charges data Support onboarding of new business and document workflows Maintain accurate client records and assist with compliance tasks Liaise with advisers, paraplanners, and account managers to ensure smooth operations What We're Looking For: 1-2 years' experience in financial services administration or support Progress toward the Diploma in Regulated Financial Planning Excellent communication skills and attention to detail Proficiency in Microsoft Office and CRM systems (e.g., Intelliflo Office) What's Offered: Competitive salary and benefits Hybrid working flexibility Support for professional development A collaborative and client-focused team culture If you're ready to take the next step in your financial services career, apply now and help shape outstanding client experiences. Please send your CV to Sam at Financial Divisions.
Sep 01, 2025
Full time
An exciting opportunity has opened for a detail-driven professional to join a fast-paced financial services team in a hybrid support role. This position is ideal for someone with experience in client administration who thrives on collaboration and delivering high-quality service. Key Responsibilities: Prepare annual client reviews and manage complex charges data Support onboarding of new business and document workflows Maintain accurate client records and assist with compliance tasks Liaise with advisers, paraplanners, and account managers to ensure smooth operations What We're Looking For: 1-2 years' experience in financial services administration or support Progress toward the Diploma in Regulated Financial Planning Excellent communication skills and attention to detail Proficiency in Microsoft Office and CRM systems (e.g., Intelliflo Office) What's Offered: Competitive salary and benefits Hybrid working flexibility Support for professional development A collaborative and client-focused team culture If you're ready to take the next step in your financial services career, apply now and help shape outstanding client experiences. Please send your CV to Sam at Financial Divisions.
Paraplanner - Belfast Salary: Up to £40,000 + Benefits Location: Belfast Harbour Estate (near Holywood Exchange) Employment Type: Full-time, predominantly office-based We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities. The Role: Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include: Preparing client reports, valuations, and quotations Researching and analysing financial data to build tailored recommendations Producing clear, accurate, and professional advice reports for complex cases Updating systems and maintaining accurate client records Liaising directly with clients, both over the phone and face-to-face Collaborating with advisers to ensure smooth delivery of services Skills & Experience Required: Diploma in Regulated Financial Planning (or working towards) Proven experience as a paraplanner or in a similar technical support role within financial services Strong analytical and problem-solving skills Excellent written and verbal communication abilities High level of technical knowledge and attention to detail Ability to build strong working relationships with clients and internal stakeholders Benefits: Salary up to £40,000 (depending on experience) Company pension scheme Death in service benefit 25 days annual leave + birthday off Flexible benefits package Option to purchase additional holidays Enhanced family-friendly policies Cycle-to-work scheme Career Development: This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You'll be supported with ongoing training and development to enhance your skills and qualifications.
Sep 01, 2025
Full time
Paraplanner - Belfast Salary: Up to £40,000 + Benefits Location: Belfast Harbour Estate (near Holywood Exchange) Employment Type: Full-time, predominantly office-based We are representing a highly respected, growing financial services organisation in their search for an experienced Paraplanner to join their Belfast office. This is a great opportunity to become an integral part of a professional, supportive team while working in a role that offers both variety and progression opportunities. The Role: Working closely with advisers and other paraplanners, you will provide high-quality technical and administrative support, ensuring that clients receive accurate, compliant, and timely advice. Your responsibilities will include: Preparing client reports, valuations, and quotations Researching and analysing financial data to build tailored recommendations Producing clear, accurate, and professional advice reports for complex cases Updating systems and maintaining accurate client records Liaising directly with clients, both over the phone and face-to-face Collaborating with advisers to ensure smooth delivery of services Skills & Experience Required: Diploma in Regulated Financial Planning (or working towards) Proven experience as a paraplanner or in a similar technical support role within financial services Strong analytical and problem-solving skills Excellent written and verbal communication abilities High level of technical knowledge and attention to detail Ability to build strong working relationships with clients and internal stakeholders Benefits: Salary up to £40,000 (depending on experience) Company pension scheme Death in service benefit 25 days annual leave + birthday off Flexible benefits package Option to purchase additional holidays Enhanced family-friendly policies Cycle-to-work scheme Career Development: This role offers a clear career pathway, with opportunities to progress to Senior Paraplanner and beyond. You'll be supported with ongoing training and development to enhance your skills and qualifications.
Are you a Chartered Paraplanner ready to take your career to the next level within a dynamic, multi-disciplinary financial planning practice? We're working with a highly respected and fast-growing firm based in the heart of the City of London, known for delivering exceptional client service and winning multiple industry awards. This is a rare opportunity to join a forward-thinking team that blends cutting-edge technology, behavioural finance insights, and global investment expertise to empower clients to make smarter financial decisions. The Role As a Chartered Paraplanner, you'll play a pivotal role in supporting Advisers and contributing to the firm's mission of delivering tailored, high-quality financial planning. You'll work closely with the Paraplanning Manager and wider team to produce accurate recommendations, suitability reports, and client review assessments across investments, pensions (including DB schemes), protection, and complex tax planning. You'll also have the opportunity to contribute to proposition governance, share technical insights, and support client meetings-both virtually and face-to-face. What We're Looking For Chartered Status (CII) is essential Minimum 5 years' experience in a busy financial planning environment Strong technical knowledge across pensions, investments, protection, and tax Exceptional attention to detail and ability to manage multiple deadlines Confident communicator with a collaborative mindset Proficiency in Adobe, Word, Excel, Outlook , and CRM systems (Enable preferred) Why Apply? Join a firm with a clear vision and award-winning reputation Work in a collaborative, client-centric culture Benefit from hybrid working and a central London location Engage in proposition governance and monthly insight forums Access cutting-edge tools and global investment expertise Drive your own CPD and cross-skill with a high-performing team Location City of London Hybrid Working Available Ready to make your mark in a firm that's redefining financial planning? Apply now or contact us for a confidential discussion. Please email to Ursula at financial Divisions.
Sep 01, 2025
Full time
Are you a Chartered Paraplanner ready to take your career to the next level within a dynamic, multi-disciplinary financial planning practice? We're working with a highly respected and fast-growing firm based in the heart of the City of London, known for delivering exceptional client service and winning multiple industry awards. This is a rare opportunity to join a forward-thinking team that blends cutting-edge technology, behavioural finance insights, and global investment expertise to empower clients to make smarter financial decisions. The Role As a Chartered Paraplanner, you'll play a pivotal role in supporting Advisers and contributing to the firm's mission of delivering tailored, high-quality financial planning. You'll work closely with the Paraplanning Manager and wider team to produce accurate recommendations, suitability reports, and client review assessments across investments, pensions (including DB schemes), protection, and complex tax planning. You'll also have the opportunity to contribute to proposition governance, share technical insights, and support client meetings-both virtually and face-to-face. What We're Looking For Chartered Status (CII) is essential Minimum 5 years' experience in a busy financial planning environment Strong technical knowledge across pensions, investments, protection, and tax Exceptional attention to detail and ability to manage multiple deadlines Confident communicator with a collaborative mindset Proficiency in Adobe, Word, Excel, Outlook , and CRM systems (Enable preferred) Why Apply? Join a firm with a clear vision and award-winning reputation Work in a collaborative, client-centric culture Benefit from hybrid working and a central London location Engage in proposition governance and monthly insight forums Access cutting-edge tools and global investment expertise Drive your own CPD and cross-skill with a high-performing team Location City of London Hybrid Working Available Ready to make your mark in a firm that's redefining financial planning? Apply now or contact us for a confidential discussion. Please email to Ursula at financial Divisions.
Benefits: Professional development support, training, and long-term career progression Are you an experienced paraplanner looking to take your career to the next level in a dynamic and client-focused financial planning firm? We're recruiting on behalf of a well-established, independent advisory business with a growing client base and a reputation for excellence. This is a fantastic opportunity to join a collaborative team supporting two senior advisers and a junior adviser. You'll be exposed to complex financial planning strategies, investment research, and portfolio management, with a clear pathway to advance into either a senior paraplanning role or an advisory position over time. Key Responsibilities Prepare suitability reports and ensure compliance standards are met Conduct product and fund research, including sector-specific analysis Support client meetings and follow-up documentation Assist with portfolio reviews, valuations, and meeting preparation Liaise with providers, clients, and internal teams to manage pipeline business Maintain accurate client records and CRM systems Provide technical and administrative support across the team Experience & Skills Minimum 3 years' experience in a paraplanning role Strong understanding of financial planning, personal tax, and investment markets Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) Experience with Intelliflo, Voyant Cash Flow Modelling, and FE Analytics Excellent written and verbal communication skills Strong attention to detail and organisational skills Qualifications CII Level 4 Diploma in Regulated Financial Planning (or equivalent) Working towards CII Level 6 Advanced Diploma (or equivalent) What We're Looking For A proactive, self-motivated individual with a strong work ethic Ability to work independently and as part of a team Willingness to learn and stay up to date with regulatory changes Professional, client-focused approach If you're ready to join a forward-thinking firm that values quality, integrity, and long-term development, we'd love to hear from you. Apply now with your CV to Ursula at Financial Divisions.
Sep 01, 2025
Full time
Benefits: Professional development support, training, and long-term career progression Are you an experienced paraplanner looking to take your career to the next level in a dynamic and client-focused financial planning firm? We're recruiting on behalf of a well-established, independent advisory business with a growing client base and a reputation for excellence. This is a fantastic opportunity to join a collaborative team supporting two senior advisers and a junior adviser. You'll be exposed to complex financial planning strategies, investment research, and portfolio management, with a clear pathway to advance into either a senior paraplanning role or an advisory position over time. Key Responsibilities Prepare suitability reports and ensure compliance standards are met Conduct product and fund research, including sector-specific analysis Support client meetings and follow-up documentation Assist with portfolio reviews, valuations, and meeting preparation Liaise with providers, clients, and internal teams to manage pipeline business Maintain accurate client records and CRM systems Provide technical and administrative support across the team Experience & Skills Minimum 3 years' experience in a paraplanning role Strong understanding of financial planning, personal tax, and investment markets Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) Experience with Intelliflo, Voyant Cash Flow Modelling, and FE Analytics Excellent written and verbal communication skills Strong attention to detail and organisational skills Qualifications CII Level 4 Diploma in Regulated Financial Planning (or equivalent) Working towards CII Level 6 Advanced Diploma (or equivalent) What We're Looking For A proactive, self-motivated individual with a strong work ethic Ability to work independently and as part of a team Willingness to learn and stay up to date with regulatory changes Professional, client-focused approach If you're ready to join a forward-thinking firm that values quality, integrity, and long-term development, we'd love to hear from you. Apply now with your CV to Ursula at Financial Divisions.
Paraplanner - Newcastle-under-Lyme Location: Newcastle-under-Lyme Salary: Up to £38,000 DOE Benefits Full-Time Permanent 37.5 Hours per Week NJR Recruitment is delighted to be representing a leading financial planning firm in their search for an experienced Paraplanner to join their Newcastle-under-Lyme office. This is an excellent opportunity to work closely with highly qualified financial planners in delivering high-quality, compliant financial advice to a wide range of clients. Key Responsibilities Conduct detailed product, fund, and provider research using systems such as FE Analytics, Selectapension, and cashflow modelling tools Maintain and update suitability report templates to ensure regulatory compliance Prepare detailed suitability reports and recommendations in collaboration with advisers Collate due diligence on funds, providers, and platforms Assist in preparing tax calculations where relevant Ensure all compliance documentation is correct and complete before presenting advice Liaise with administrators, advisers, and clients to gather and verify required information What We're Looking For At least 2 years' experience in a Paraplanning role within an IFA environment Level 4 Diploma qualified (DipPFS) or equivalent Strong understanding of pensions, investments, and the full financial planning process Excellent attention to detail and organisational skills Strong IT proficiency and ability to use multiple financial planning tools What's on Offer Salary up to £38,000 DOE Employer pension contribution (3%) 23 days annual leave bank holidays (increasing with service) Group life cover (4x salary), income protection, and sick pay Employee Assistance Programme & financial wellbeing support Apply Now If you're a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you. Apply today through NJR Recruitment and take the next meaningful step in your career. NJR15990
Sep 01, 2025
Full time
Paraplanner - Newcastle-under-Lyme Location: Newcastle-under-Lyme Salary: Up to £38,000 DOE Benefits Full-Time Permanent 37.5 Hours per Week NJR Recruitment is delighted to be representing a leading financial planning firm in their search for an experienced Paraplanner to join their Newcastle-under-Lyme office. This is an excellent opportunity to work closely with highly qualified financial planners in delivering high-quality, compliant financial advice to a wide range of clients. Key Responsibilities Conduct detailed product, fund, and provider research using systems such as FE Analytics, Selectapension, and cashflow modelling tools Maintain and update suitability report templates to ensure regulatory compliance Prepare detailed suitability reports and recommendations in collaboration with advisers Collate due diligence on funds, providers, and platforms Assist in preparing tax calculations where relevant Ensure all compliance documentation is correct and complete before presenting advice Liaise with administrators, advisers, and clients to gather and verify required information What We're Looking For At least 2 years' experience in a Paraplanning role within an IFA environment Level 4 Diploma qualified (DipPFS) or equivalent Strong understanding of pensions, investments, and the full financial planning process Excellent attention to detail and organisational skills Strong IT proficiency and ability to use multiple financial planning tools What's on Offer Salary up to £38,000 DOE Employer pension contribution (3%) 23 days annual leave bank holidays (increasing with service) Group life cover (4x salary), income protection, and sick pay Employee Assistance Programme & financial wellbeing support Apply Now If you're a skilled and ambitious Paraplanner ready to join a firm that values long-term planning, human connection, and technical excellence, we want to hear from you. Apply today through NJR Recruitment and take the next meaningful step in your career. NJR15990
Paraplanner - Financial Services / Permanent Role / North Manchester - Ramsbottom / Salary 32,000 - £40,000 + Excellent Benefits / Award Winning Firm NC Associates are working in partnership with an award winning financial services organisation based in North Manchester to help support the growth within the business, My client is looking for an experienced Paraplanner who can help support the senior leadership team as well as other colleagues within the paraplanning team. Paraplanner Benefits Salary - £32,000 - £40,000 Dependent On Exp Holidays: 25 days with additional tiering on length of service Pension Scheme: 3% Employer and 4% Employee contributions Death in Service: 4 x salary Paraplanner Duties Obtaining information on a client s existing financial arrangements and conducting a gap analysis. Producing a strategy report and making high level recommendations in line with the clients objectives where required. Researching the market in line with guidelines from the Advisers, the client s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client. Communication with the Adviser throughout this process is of paramount importance. Have a thorough understanding of the companies advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales. Understand each client s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate. Prepare analysis of client s existing portfolio. Conducting research and produce client facing strategy reports to facilitate business writing opportunities. Prepare research and quotations for client meetings. Deal with client and provider correspondence (as part of the research and reporting process). Follow the client services process to deliver a personalised and high quality service to Advisers. Prepare valuations and portfolio commentary for client meetings and updates. Liaise with colleagues and compliance to assist the approval and submission of compliant new business. Input client information onto the back office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained. Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status. Work closely with other paraplanners within the business to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any improvements that can be made. Undertake any other duties commensurate with skills and experience. Participate in appropriate company and departmental training, competence and development initiatives. Paraplanner Experience Required Financial Services Market Demonstrates a deep understanding of the structure of the Financial Services market, including the role of the financial adviser, the paraplanner, product providers, support services & platforms Regulatory & Compliance Full understanding of the Financial Services regulatory framework, and the ethics and key principles of the advice process. Comprehensive knowledge of the systems and controls that are in place to protect the client and the company. Demonstrates full adherence to these systems and controls Products Demonstrates an in-depth understanding of both financial products & financial planning tools. Can analyse which type and features of the financial products are appropriate to the client s needs Quality service delivery Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check Communication & relationships CDevelops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive Team working & collaboration Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results Planning & prioritising Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales Using systems & processes Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance. What's on Offer? This is a really good opportunity to work with a long established and hugely successful organisation which is known to develop its staff while offering excellent salary and benefits packages. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Sep 01, 2025
Full time
Paraplanner - Financial Services / Permanent Role / North Manchester - Ramsbottom / Salary 32,000 - £40,000 + Excellent Benefits / Award Winning Firm NC Associates are working in partnership with an award winning financial services organisation based in North Manchester to help support the growth within the business, My client is looking for an experienced Paraplanner who can help support the senior leadership team as well as other colleagues within the paraplanning team. Paraplanner Benefits Salary - £32,000 - £40,000 Dependent On Exp Holidays: 25 days with additional tiering on length of service Pension Scheme: 3% Employer and 4% Employee contributions Death in Service: 4 x salary Paraplanner Duties Obtaining information on a client s existing financial arrangements and conducting a gap analysis. Producing a strategy report and making high level recommendations in line with the clients objectives where required. Researching the market in line with guidelines from the Advisers, the client s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client. Communication with the Adviser throughout this process is of paramount importance. Have a thorough understanding of the companies advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales. Understand each client s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate. Prepare analysis of client s existing portfolio. Conducting research and produce client facing strategy reports to facilitate business writing opportunities. Prepare research and quotations for client meetings. Deal with client and provider correspondence (as part of the research and reporting process). Follow the client services process to deliver a personalised and high quality service to Advisers. Prepare valuations and portfolio commentary for client meetings and updates. Liaise with colleagues and compliance to assist the approval and submission of compliant new business. Input client information onto the back office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained. Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status. Work closely with other paraplanners within the business to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any improvements that can be made. Undertake any other duties commensurate with skills and experience. Participate in appropriate company and departmental training, competence and development initiatives. Paraplanner Experience Required Financial Services Market Demonstrates a deep understanding of the structure of the Financial Services market, including the role of the financial adviser, the paraplanner, product providers, support services & platforms Regulatory & Compliance Full understanding of the Financial Services regulatory framework, and the ethics and key principles of the advice process. Comprehensive knowledge of the systems and controls that are in place to protect the client and the company. Demonstrates full adherence to these systems and controls Products Demonstrates an in-depth understanding of both financial products & financial planning tools. Can analyse which type and features of the financial products are appropriate to the client s needs Quality service delivery Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check Communication & relationships CDevelops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive Team working & collaboration Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results Planning & prioritising Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales Using systems & processes Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance. What's on Offer? This is a really good opportunity to work with a long established and hugely successful organisation which is known to develop its staff while offering excellent salary and benefits packages. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Paraplanner - St Albans Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? This is a fantastic role, working directly with a highly successful Financial Adviser who has one of the largest client books in the business. We are looking for a high calibre Paraplanner with excellent communication skills and the ability to troubleshoot, multi-task and process work in a timely and efficient manner. Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK. They are looking for an experienced, career Paraplanner with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required. This is a key hire for the team and will likely involve some more senior responsibilities such as helping to train other members of the team, leading Pod meetings and undertaking peer reviews, as well as getting involved in project work to further improve systems and processes. The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning. A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF), ideally working towards Chartered status, or at least eager and willing to undertake advanced exams. This is a great opportunity for someone who wants to work in a dedicated Paraplanning role, supporting a highly successful Advisor with their HNW client base, and take on some more senior responsibilities within the team to progress your career.
Sep 01, 2025
Full time
Paraplanner - St Albans Are you an experienced Paraplanner who wants to work in a hybrid (2 days a week in the office), award-winning environment (both professionally and culturally) where your technical expertise is truly valued? This is a fantastic role, working directly with a highly successful Financial Adviser who has one of the largest client books in the business. We are looking for a high calibre Paraplanner with excellent communication skills and the ability to troubleshoot, multi-task and process work in a timely and efficient manner. Our client is a privately owned financial planning and discretionary investment management firm who are continuing to grow throughout the UK. They are looking for an experienced, career Paraplanner with experience of providing high level technical paraplanning to HNW clients including the production of cash flow models and high-quality suitability reports. You will analyse client information and existing investments, undertake tax calculations and construct appropriate solutions for clients, be a point of contact for technical queries internally as well as communicating with clients on research and report time-scales and attending client meetings where required. This is a key hire for the team and will likely involve some more senior responsibilities such as helping to train other members of the team, leading Pod meetings and undertaking peer reviews, as well as getting involved in project work to further improve systems and processes. The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role is more likely to suit a career Paraplanner who wants to focus on the technical side of financial planning. A minimum of 3 years experience and a Level 4 qualification is required (CISI/CII/LIBF), ideally working towards Chartered status, or at least eager and willing to undertake advanced exams. This is a great opportunity for someone who wants to work in a dedicated Paraplanning role, supporting a highly successful Advisor with their HNW client base, and take on some more senior responsibilities within the team to progress your career.
Senior Platform Developer - Power Pages£550-600/day overall assignment rate to umbrellaLondon - mostly remote 6 months As a Senior Power Platform Developer, you will collaborate with business units to understand their challenges and create effective solutions. You will have a crucial role in designing, developing, testing and implementing custom applications and workflows that use the Power Platform suite to address business needs. MUST have Power Pages experience. Experience Required: Demonstrated skill in creating Power Platform solutions through all phases of the SDLC and service transition. Able to develop, configure, and customise Power Pages, Power Automate processes, Power Apps and their related components. Practical experience in Canvas Apps and model-driven applications. Knowledge of dataverse and data modelling principles. Capacity to be a trusted adviser for PowerApps and PowerAutomate, providing best practice and learning. Develop and implement plans for unit and system testing, following formal change control processes. Confident working with business units to understand business needs and translate them into effective solutions. Experience working in Agile development methodologies, such as Scrum or Kanban to deliver value incrementally. Demonstrable experience of working in the Lloyds Insurance market with the ability to understand core insurance processes and terminology. Utilising Co-pilot to enhance delivery of PowerApp development. Responsibilities: Designing, developing, testing, and maintaining power platforms. Developing software that controls the power platforms, monitors their performance, and transmits data to external systems. Developing PowerApps model and canvas-driven apps. Automating business processes and workflows using Microsoft Power Automate. Collaborating with business stakeholders to gather requirements and deliver custom solutions. Integrating Power Platform solutions with other Microsoft services and third-party applications. Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
Sep 01, 2025
Full time
Senior Platform Developer - Power Pages£550-600/day overall assignment rate to umbrellaLondon - mostly remote 6 months As a Senior Power Platform Developer, you will collaborate with business units to understand their challenges and create effective solutions. You will have a crucial role in designing, developing, testing and implementing custom applications and workflows that use the Power Platform suite to address business needs. MUST have Power Pages experience. Experience Required: Demonstrated skill in creating Power Platform solutions through all phases of the SDLC and service transition. Able to develop, configure, and customise Power Pages, Power Automate processes, Power Apps and their related components. Practical experience in Canvas Apps and model-driven applications. Knowledge of dataverse and data modelling principles. Capacity to be a trusted adviser for PowerApps and PowerAutomate, providing best practice and learning. Develop and implement plans for unit and system testing, following formal change control processes. Confident working with business units to understand business needs and translate them into effective solutions. Experience working in Agile development methodologies, such as Scrum or Kanban to deliver value incrementally. Demonstrable experience of working in the Lloyds Insurance market with the ability to understand core insurance processes and terminology. Utilising Co-pilot to enhance delivery of PowerApp development. Responsibilities: Designing, developing, testing, and maintaining power platforms. Developing software that controls the power platforms, monitors their performance, and transmits data to external systems. Developing PowerApps model and canvas-driven apps. Automating business processes and workflows using Microsoft Power Automate. Collaborating with business stakeholders to gather requirements and deliver custom solutions. Integrating Power Platform solutions with other Microsoft services and third-party applications. Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
Secure Quality Leads. Earn Uncapped Commission. Thrive in a Supportive, High-Converting Environment. Are you a driven Mortgage Broker looking for a fresh opportunity where you can maximise your earnings without cold calling? Imagine walking into a warm, high-converting pipeline, streamlined systems, and a supportive team culture that's built to help you succeed. If you're tired of chasing leads and ready to focus on what you do best - advising and closing - this could be the role for you. About the Mortgage Brokerage A directly authorised brokerage with offices in Hertfordshire and North London, the brokerage combines cutting-edge technology with hands-on broker support to ensure their clients - and their team - have an exceptional experience. All leads come from a well-established, tightly managed network of IFAs, accountants, and existing clients. The result? A warm lead flow, exceptional conversion rates, and the tools to build a long-term, rewarding career. About the Mortgage & Protection Advisor Role As a Mortgage & Protection Advisor, you'll be joining a small, collaborative team with a strong work ethic and a culture of trust and mutual support. You'll be handed warm leads and supported in building and growing your own client bank. The average loan size is £460k, and you'll have access to a wide range of residential and buy-to-let products - with some opportunity to write commercial business if desired. This is not a call-centre environment. It's a professional, client-focused firm where you'll be trusted to deliver excellent advice, supported by admin staff and slick systems that make the journey as smooth as possible - for both you and your clients. Mortgage & Protection Advisor Key Responsibilities Provide expert advice on Mortgage and protection solutions Convert high-quality leads provided by warm introducers Manage the end-to-end client journey, supported by a dedicated admin team Build and nurture long-term client relationships Identify cross-sale opportunities, particularly in protection Keep compliant with FCA regulations and internal quality standards Embrace training and ongoing development opportunities Mortgage & Protection Advisor What's on Offer Base Salary £30k - £35k Tiered Commission 25% up to 35% 25 days holiday bank holidays Hybrid working (following initial office-based training) Parking available at the office Cycle-to-work and tech purchase schemes Quarterly team events, London lunches, and regular social outings Mortgage & Protection Advisor Skills & Experience CeMAP qualified (or equivalent) Minimum 1-2 years of experience as a Mortgage & Protection Advisor / Mortgage Advisor / Mortgage Broker / Mortgage Adviser / Mortgage Consultant Confident in building rapport and delivering exceptional client service A team player - friendly, positive, and supportive in nature Why Apply? Growth-minded: You'll be supported to build your own book and long-term client base Efficient systems: Sleek, tech-enabled processes allow you to spend more time advising Team culture: Work alongside experienced, friendly professionals who genuinely care Client-first environment: Small firm, big focus on quality service Ready to take the next step in your career with a firm that backs your success? Apply today for a confidential discussion.
Sep 01, 2025
Full time
Secure Quality Leads. Earn Uncapped Commission. Thrive in a Supportive, High-Converting Environment. Are you a driven Mortgage Broker looking for a fresh opportunity where you can maximise your earnings without cold calling? Imagine walking into a warm, high-converting pipeline, streamlined systems, and a supportive team culture that's built to help you succeed. If you're tired of chasing leads and ready to focus on what you do best - advising and closing - this could be the role for you. About the Mortgage Brokerage A directly authorised brokerage with offices in Hertfordshire and North London, the brokerage combines cutting-edge technology with hands-on broker support to ensure their clients - and their team - have an exceptional experience. All leads come from a well-established, tightly managed network of IFAs, accountants, and existing clients. The result? A warm lead flow, exceptional conversion rates, and the tools to build a long-term, rewarding career. About the Mortgage & Protection Advisor Role As a Mortgage & Protection Advisor, you'll be joining a small, collaborative team with a strong work ethic and a culture of trust and mutual support. You'll be handed warm leads and supported in building and growing your own client bank. The average loan size is £460k, and you'll have access to a wide range of residential and buy-to-let products - with some opportunity to write commercial business if desired. This is not a call-centre environment. It's a professional, client-focused firm where you'll be trusted to deliver excellent advice, supported by admin staff and slick systems that make the journey as smooth as possible - for both you and your clients. Mortgage & Protection Advisor Key Responsibilities Provide expert advice on Mortgage and protection solutions Convert high-quality leads provided by warm introducers Manage the end-to-end client journey, supported by a dedicated admin team Build and nurture long-term client relationships Identify cross-sale opportunities, particularly in protection Keep compliant with FCA regulations and internal quality standards Embrace training and ongoing development opportunities Mortgage & Protection Advisor What's on Offer Base Salary £30k - £35k Tiered Commission 25% up to 35% 25 days holiday bank holidays Hybrid working (following initial office-based training) Parking available at the office Cycle-to-work and tech purchase schemes Quarterly team events, London lunches, and regular social outings Mortgage & Protection Advisor Skills & Experience CeMAP qualified (or equivalent) Minimum 1-2 years of experience as a Mortgage & Protection Advisor / Mortgage Advisor / Mortgage Broker / Mortgage Adviser / Mortgage Consultant Confident in building rapport and delivering exceptional client service A team player - friendly, positive, and supportive in nature Why Apply? Growth-minded: You'll be supported to build your own book and long-term client base Efficient systems: Sleek, tech-enabled processes allow you to spend more time advising Team culture: Work alongside experienced, friendly professionals who genuinely care Client-first environment: Small firm, big focus on quality service Ready to take the next step in your career with a firm that backs your success? Apply today for a confidential discussion.
About The Role Team - Adviser Service - Corporate Working Pattern - Hybrid - 2 days per week in the Vitality Bournemouth Office. Full time, 40 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Advanced data reconciliation and financial accuracy - confidently managing complex reconciliations and premium adjustments across multiple systems Proficiency in financial systems and Excel - including experience with platforms like Xero, Sage, or QuickBooks, and strong Excel skills (e.g., VLOOKUPs, Pivot Tables) Clear communication and problem-solving - effectively handling discrepancies, liaising with clients and brokers, and managing difficult conversations professionally What this role is all about: We're looking for a detail-driven Corporate Invoicing Analyst to join our Corporate Health Finance team. You'll play a key role in managing over £110M in annual billing for our fast-growing corporate health portfolio. This is a hands-on role requiring strong reconciliation skills, financial accuracy, and the ability to work with complex data across multiple systems.You'll be part of a small, cooperative team responsible for delivering accurate, timely invoicing and maintaining strong relationships with internal teams, clients, and brokers. Key Actions Generate accurate and timely invoices using manual processes, Heal, and Xero systems Perform 3-way reconciliations between client data, Heal enrolment, and invoice records Apply invoice payments using BACS or direct credit information from Treasury Manually replicate master data changes across systems to ensure consistency Calculate and reconcile mid-term and year-end premium adjustments Investigate and resolve premium discrepancies in collaboration with client managers and brokers Ensure compliance with HMRC best practices and internal financial controls Liaise with Treasury and support credit control activities Conduct peer reviews of invoices to ensure data quality and accuracy What do you need to thrive? Studying towards, interested in studying, or holding a relevant finance qualification such as ACCA, CIMA, AAT, or ACA Excellent Excel skills and confidence working with large datasets Analytical mindset with a passion for accuracy and customer service Strong written and verbal communication skills Ability to work independently, manage tight deadlines, and collaborate across departments Professional, proactive, and adaptable approach with a "can-do" attitude So, what's in it for you? Bonus Schemes - A bonus that regularly rewards you for your performance A pension of up to 12%- We will match your contributions up to 6% of your salary Our award-winning Vitality health insurance - With its own set of rewards and benefits Life Assurance - Four times annual salary These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities! If you are successful in your application and join us at Vitality, this is our promise to you, we will: Help you to be the healthiest you've ever been. Create an environment that embraces you as you are and enables you to be your best self. Give you flexibility on how, where and when you work. Help you advance your career by playing you to your strengths. Give you a voice to help our business grow and make Vitality a great place to be. Give you the space to try, fail and learn. Provide a healthy balance of challenge and support. Recognise and reward you with a competitive salary and amazing benefits. Be there for you when you need us. Provide opportunities for you to be a force for good in society. We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy. About The Company We're really excited to announce that we have recently been awarded "Top 10 Best Places To Work" in The Sunday Times Awards 2024!Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.We've been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives - they benefit, our business benefits, and society benefits. We're successful because we attract, develop, and retain the best people - and because we care.Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out. Diversity & Inclusion At Vitality, we're committed to diversity and inclusion because it's good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives. Vitality's approach to sustainability Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page. If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early.
Sep 01, 2025
Full time
About The Role Team - Adviser Service - Corporate Working Pattern - Hybrid - 2 days per week in the Vitality Bournemouth Office. Full time, 40 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Advanced data reconciliation and financial accuracy - confidently managing complex reconciliations and premium adjustments across multiple systems Proficiency in financial systems and Excel - including experience with platforms like Xero, Sage, or QuickBooks, and strong Excel skills (e.g., VLOOKUPs, Pivot Tables) Clear communication and problem-solving - effectively handling discrepancies, liaising with clients and brokers, and managing difficult conversations professionally What this role is all about: We're looking for a detail-driven Corporate Invoicing Analyst to join our Corporate Health Finance team. You'll play a key role in managing over £110M in annual billing for our fast-growing corporate health portfolio. This is a hands-on role requiring strong reconciliation skills, financial accuracy, and the ability to work with complex data across multiple systems.You'll be part of a small, cooperative team responsible for delivering accurate, timely invoicing and maintaining strong relationships with internal teams, clients, and brokers. Key Actions Generate accurate and timely invoices using manual processes, Heal, and Xero systems Perform 3-way reconciliations between client data, Heal enrolment, and invoice records Apply invoice payments using BACS or direct credit information from Treasury Manually replicate master data changes across systems to ensure consistency Calculate and reconcile mid-term and year-end premium adjustments Investigate and resolve premium discrepancies in collaboration with client managers and brokers Ensure compliance with HMRC best practices and internal financial controls Liaise with Treasury and support credit control activities Conduct peer reviews of invoices to ensure data quality and accuracy What do you need to thrive? Studying towards, interested in studying, or holding a relevant finance qualification such as ACCA, CIMA, AAT, or ACA Excellent Excel skills and confidence working with large datasets Analytical mindset with a passion for accuracy and customer service Strong written and verbal communication skills Ability to work independently, manage tight deadlines, and collaborate across departments Professional, proactive, and adaptable approach with a "can-do" attitude So, what's in it for you? Bonus Schemes - A bonus that regularly rewards you for your performance A pension of up to 12%- We will match your contributions up to 6% of your salary Our award-winning Vitality health insurance - With its own set of rewards and benefits Life Assurance - Four times annual salary These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities! If you are successful in your application and join us at Vitality, this is our promise to you, we will: Help you to be the healthiest you've ever been. Create an environment that embraces you as you are and enables you to be your best self. Give you flexibility on how, where and when you work. Help you advance your career by playing you to your strengths. Give you a voice to help our business grow and make Vitality a great place to be. Give you the space to try, fail and learn. Provide a healthy balance of challenge and support. Recognise and reward you with a competitive salary and amazing benefits. Be there for you when you need us. Provide opportunities for you to be a force for good in society. We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy. About The Company We're really excited to announce that we have recently been awarded "Top 10 Best Places To Work" in The Sunday Times Awards 2024!Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.We've been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives - they benefit, our business benefits, and society benefits. We're successful because we attract, develop, and retain the best people - and because we care.Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out. Diversity & Inclusion At Vitality, we're committed to diversity and inclusion because it's good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives. Vitality's approach to sustainability Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page. If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early.
Paraplanner - £40,000- £45,000 Benefits Chartered Financial Planning Firm Taunton Flexible Working My client, a Chartered Financial Planning firm based in Taunton , is seeking an ambitious Paraplanner to join their growing team. This is an excellent opportunity to accelerate your career and gain exposure to a wide variety of cases within a dynamic and supportive environment. What you'll be doing • Process Leadership - Keep workflows structured and efficient, ensuring cases move seamlessly from start to finish. • Paraplanning Excellence - Prepare high-quality suitability reports across investments, pensions, and protection. • Case Oversight - Track, chase, and progress cases with minimal management input. • Provider Liaison - Use automated systems (Outlook & CRM) to manage provider follow-ups and avoid bottlenecks. • CRM & Workflow Management - Maintain accurate client records and case notes in Enable. • Collaboration - Work closely with advisers and administrators to maintain accountability and high standards. What we're looking for • Minimum 1+ years' paraplanning experience, ideally working towards or holding Level 4 DipPFS. • Highly organised, detail-focused, and proactive. • Process-minded problem solver with a focus on efficiency. • Tech-savvy with CRMs, workflows, and automations. • A self-starter who thrives in a collaborative team environment. What you'll get • Salary: £40,000 • Pension, income protection & 4x DIS • 25 days holiday flexible working (1 day from home) • The opportunity to make a real impact on operations within a forward-thinking Chartered firm If you're ready to take the next step in your paraplanning career, please apply now or get in touch to discuss this opportunity further.
Sep 01, 2025
Full time
Paraplanner - £40,000- £45,000 Benefits Chartered Financial Planning Firm Taunton Flexible Working My client, a Chartered Financial Planning firm based in Taunton , is seeking an ambitious Paraplanner to join their growing team. This is an excellent opportunity to accelerate your career and gain exposure to a wide variety of cases within a dynamic and supportive environment. What you'll be doing • Process Leadership - Keep workflows structured and efficient, ensuring cases move seamlessly from start to finish. • Paraplanning Excellence - Prepare high-quality suitability reports across investments, pensions, and protection. • Case Oversight - Track, chase, and progress cases with minimal management input. • Provider Liaison - Use automated systems (Outlook & CRM) to manage provider follow-ups and avoid bottlenecks. • CRM & Workflow Management - Maintain accurate client records and case notes in Enable. • Collaboration - Work closely with advisers and administrators to maintain accountability and high standards. What we're looking for • Minimum 1+ years' paraplanning experience, ideally working towards or holding Level 4 DipPFS. • Highly organised, detail-focused, and proactive. • Process-minded problem solver with a focus on efficiency. • Tech-savvy with CRMs, workflows, and automations. • A self-starter who thrives in a collaborative team environment. What you'll get • Salary: £40,000 • Pension, income protection & 4x DIS • 25 days holiday flexible working (1 day from home) • The opportunity to make a real impact on operations within a forward-thinking Chartered firm If you're ready to take the next step in your paraplanning career, please apply now or get in touch to discuss this opportunity further.
