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independent financial adviser
Web / Mobile Developer
Deerfoot Recruitment Solutions Limited Southampton, Hampshire
Web / Mobile Developer Southampton - Hybrid (2 days onsite per week) up to 65k DOE + Bonus + Benefits Deerfoot Recruitment is working with a leading organisation in the financial services sector to recruit a skilled Web / Mobile Developer. This role offers the opportunity to join a forward-thinking digital engineering team, creating modern wealth management applications that deliver exceptional user experiences for clients and advisers. The successful candidate will have strong expertise in React, TypeScript, Next.js, and the Ionic framework, with a proven track record in building responsive, high-quality web and mobile solutions. Working closely with UX designers and backend teams, you will translate concepts into polished, production-ready implementations, while ensuring maintainable code, effective testing, and smooth deployment. Key Responsibilities Act as a subject matter expert within UI/Mobile development for the digital engineering team. Develop and maintain responsive, cross-platform mobile and web applications using React, TypeScript, Next.js, and Ionic. Work closely with UX designers to implement pixel-perfect, user-focused interfaces from wireframes. Create and maintain reusable components and documentation using Storybook. Build cross-platform features for iOS and Android using Ionic. Collaborate with backend teams on API integration and implementation. Write clean, maintainable code, adhering to best practice and team standards. Maintain effective test coverage using Jest and React Testing Library. Participate in code reviews, agile ceremonies, and technical discussions. Troubleshoot and resolve issues related to mobile app deployment. Key Skills & Experience Required Proven experience in building and maintaining mobile applications for iOS and Android, plus Next.js applications. Strong proficiency in React and Next.js. Experience with hybrid/cross-platform development (Ionic framework). Familiarity with state management solutions such as Context API. Version control experience using GitHub. Knowledge of frontend testing practices (Jest, React Testing Library). Strong teamwork and communication skills, with the ability to work independently. Understanding of software architecture, design patterns, and engineering good practices. Experience troubleshooting and resolving mobile deployment issues. Alongside a base salary up to 65k, there is also a bonus and a comprehensive benefits package, including 26 days' holiday, a 10% non-contributory pension, private medical cover, life assurance, and income protection. Hybrid working applies, with 2 days onsite each week in Southampton. Web Developer, Mobile Developer, React Developer, Next.js Developer, Frontend Developer, JavaScript Developer, TypeScript Developer, Ionic Developer, Hybrid App Developer, Cross-Platform Developer, iOS Developer, Android Developer, React Native Developer, UI Developer, Application Developer, Software Engineer, Storybook, Context API, GitHub, Jest, React Testing Library, Azure, DevOps, .NET, CI/CD, YAML, Financial Services Developer, Wealth Management Technology Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Sep 05, 2025
Full time
Web / Mobile Developer Southampton - Hybrid (2 days onsite per week) up to 65k DOE + Bonus + Benefits Deerfoot Recruitment is working with a leading organisation in the financial services sector to recruit a skilled Web / Mobile Developer. This role offers the opportunity to join a forward-thinking digital engineering team, creating modern wealth management applications that deliver exceptional user experiences for clients and advisers. The successful candidate will have strong expertise in React, TypeScript, Next.js, and the Ionic framework, with a proven track record in building responsive, high-quality web and mobile solutions. Working closely with UX designers and backend teams, you will translate concepts into polished, production-ready implementations, while ensuring maintainable code, effective testing, and smooth deployment. Key Responsibilities Act as a subject matter expert within UI/Mobile development for the digital engineering team. Develop and maintain responsive, cross-platform mobile and web applications using React, TypeScript, Next.js, and Ionic. Work closely with UX designers to implement pixel-perfect, user-focused interfaces from wireframes. Create and maintain reusable components and documentation using Storybook. Build cross-platform features for iOS and Android using Ionic. Collaborate with backend teams on API integration and implementation. Write clean, maintainable code, adhering to best practice and team standards. Maintain effective test coverage using Jest and React Testing Library. Participate in code reviews, agile ceremonies, and technical discussions. Troubleshoot and resolve issues related to mobile app deployment. Key Skills & Experience Required Proven experience in building and maintaining mobile applications for iOS and Android, plus Next.js applications. Strong proficiency in React and Next.js. Experience with hybrid/cross-platform development (Ionic framework). Familiarity with state management solutions such as Context API. Version control experience using GitHub. Knowledge of frontend testing practices (Jest, React Testing Library). Strong teamwork and communication skills, with the ability to work independently. Understanding of software architecture, design patterns, and engineering good practices. Experience troubleshooting and resolving mobile deployment issues. Alongside a base salary up to 65k, there is also a bonus and a comprehensive benefits package, including 26 days' holiday, a 10% non-contributory pension, private medical cover, life assurance, and income protection. Hybrid working applies, with 2 days onsite each week in Southampton. Web Developer, Mobile Developer, React Developer, Next.js Developer, Frontend Developer, JavaScript Developer, TypeScript Developer, Ionic Developer, Hybrid App Developer, Cross-Platform Developer, iOS Developer, Android Developer, React Native Developer, UI Developer, Application Developer, Software Engineer, Storybook, Context API, GitHub, Jest, React Testing Library, Azure, DevOps, .NET, CI/CD, YAML, Financial Services Developer, Wealth Management Technology Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Huntswood
Collections Advisor
Huntswood Bristol, Somerset
We're looking for experienced Customer Collections Advisers to join our client's Secured Lending Collections team. You'll primarily handle inbound calls, supporting customers facing financial difficulties, including those in vulnerable situations with empathy and professionalism. Start Date: Monday 15th September Day Rate: £250 a day Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this Location: Bristol - Hybrid working Working hours: Monday to Friday, 9am to 5:30pm What Huntswood can offer: An initial 4-month contract A chance to gain experience in a professional and challenging environment, working for well-known organisations The chance to build a relationship with Huntswood, which will open doors to further campaigns in the future and allow you to gain more valuable experience for the future What Huntswood is looking for: Proven experience in collections telephony within a banking or lending environment Strong ability to engage with and support vulnerable customers Comfortable working in a fast-paced, compliance-driven setting Excellent communication and empathy skills Ability to work independently as well as being able to work as a team Strong attention to detail Ability to navigate through a number of in-house databases Good MS Office skills, particularly MS Word As a Collections Advisor you will you'll manage a high volume of customer calls, taking time to understand individual circumstances, complete income and expenditure assessments, and agree on suitable arrears solutions. You'll work to meet project productivity and quality standards, provide specialist support to vulnerable customers, and escalate any issues to the Team Leader to ensure swift resolution and compliance. Huntswood is an organisation born of the desire to make a positive difference and key to that are people in the organisation. So, if you want to join this growing team of excellent associates and make a positive difference apply now! 'It's not just about what we do, but the way we do it. And it's our values that make us special.' To help you stay safe in your job search Huntswood will only ask for contact details via email when first contacting you and not any other personal details.
Sep 05, 2025
Full time
We're looking for experienced Customer Collections Advisers to join our client's Secured Lending Collections team. You'll primarily handle inbound calls, supporting customers facing financial difficulties, including those in vulnerable situations with empathy and professionalism. Start Date: Monday 15th September Day Rate: £250 a day Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this Location: Bristol - Hybrid working Working hours: Monday to Friday, 9am to 5:30pm What Huntswood can offer: An initial 4-month contract A chance to gain experience in a professional and challenging environment, working for well-known organisations The chance to build a relationship with Huntswood, which will open doors to further campaigns in the future and allow you to gain more valuable experience for the future What Huntswood is looking for: Proven experience in collections telephony within a banking or lending environment Strong ability to engage with and support vulnerable customers Comfortable working in a fast-paced, compliance-driven setting Excellent communication and empathy skills Ability to work independently as well as being able to work as a team Strong attention to detail Ability to navigate through a number of in-house databases Good MS Office skills, particularly MS Word As a Collections Advisor you will you'll manage a high volume of customer calls, taking time to understand individual circumstances, complete income and expenditure assessments, and agree on suitable arrears solutions. You'll work to meet project productivity and quality standards, provide specialist support to vulnerable customers, and escalate any issues to the Team Leader to ensure swift resolution and compliance. Huntswood is an organisation born of the desire to make a positive difference and key to that are people in the organisation. So, if you want to join this growing team of excellent associates and make a positive difference apply now! 'It's not just about what we do, but the way we do it. And it's our values that make us special.' To help you stay safe in your job search Huntswood will only ask for contact details via email when first contacting you and not any other personal details.
Ortus Psr
Wealth Manager
Ortus Psr
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
Sep 05, 2025
Full time
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
Financial Technical Analyst
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.
Bakkavor Group
Sector SHE Lead
Bakkavor Group
Sector SHE Lead (Meals) We drive our own success. Competitive salary Up to 20% bonus, Private Healthcare, MyBargains discount platform and more. Location - Meals London or Sutton Bridge Ways of working- Fully site based Monday - Friday 8.30am -5pm Permanent role Why join us? We're constantly evolving, progressing, and diversifying. And we want our people to do so too. For everyone to feel empowered, engaged and enabled. To create opportunities to move forward, climb higher and push for more. We believe in fueling ambition and guiding success. In supporting everyone with talent and drive to own what they do, realize their potential, and build a brilliant future for themselves at Bakkavor. What we do. This particular role is at our Bakkavor Meals site in Park Royal - West London. Split across 3 factories and 1 distribution centre. The factories make chilled ready meals, houmous dips, deli products & savoury accompaniments and employs over 2,000 people. About the role. To develop and implement a sector SHE strategy, aligned to the Group SHE strategy, in partnership with the sector leadership team. Act as a specialist adviser to the sector leadership and SHE teams to ensure that each business unit has a robust SHE plan to achieve compliance with all relevant SHE legislation and Group SHE standards. Site SHE plans should be aligned to the Sector/Group SHE strategy. Establish a high engagement SHE culture where colleagues take responsibility for their own health and safety at work as well as the health and safety of their colleagues. Actively contributes to the delivery of the Group SHE strategy as a member of the SHE Forum . Accountabilities: SHE strategy: Develop a Sector SHE strategy that promotes health, safety and environmental best practice, factoring in business requirements and alignment with the Group SHE Strategy. Operational SHE Standards: As a SHE leader, contribute to the design of SHE standards for the Group and lead the operational implementation of these at sector level. Develop and recommend policies, standards, procedures and systems to ensure compliance with Bakkavor SHE standards and legislative requirements. Legal compliance: Monitor, evaluate and review existing, new and upcoming health and safety legislation to ensure sector wide compliance with all relevant legal requirements. Root cause analysis: Evaluate accident and incident investigation reports to ensure that root causes have been identified and corrective actions implemented to eliminate or mitigate future occurrence. Ensure that key learnings are shared within UK operational business units. Continuous improvement : Work proactively with Operational leadership teams to establish and maintain a programme of continuous improvement in the management of health, safety and the environment across the sector. SHE Governance audits: Conducts periodical audits including key risks, risk assessments, safe systems of work and incident management systems in conjunction with the Operational leadership team. Ensure that action plans with SMART objectives are established to address any issues that are identified. SHE professional development: Partner with Operational leaders to coach and develop SHE professionals, ensuring that each SHE professional has a robust personal development plan in place. About you. NEBOSH LEVEL 6 Diploma in Occupational Safety and Health, NEBOSH Diploma in Environmental Management or equivalent. Experience within FMCG, food manufacturing or a similar industry Experience interacting with enforcement bodies and authorities Ability to influence key stakeholders at all levels in the organisation Proven change management experience The ability to present information coherently, accurately, and persuasively What you'll receive. As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. Life Assurance (2.5 x salary) Private medical insurance (employee & family cover) £8,400 p/a Car allowance Annual Bonus Scheme 25 days holiday plus 8 bank holidays as standard (may vary by role) Staff Shop Stakeholder Pension Scheme Discount & cashback platform Personal Accident Insurance Free health check Employee Assistance Programme A range of voluntary benefits (holiday purchase scheme, additional life assurance, dental & hospital cash plans) Salary sacrifice car lease scheme Free independent mortgage advice Discounted tutoring for children Access to financial learning tools and affordable loans via your salary Free car parking - Site dependant Proud to be Bakkavor. We're proud to be the market leader in the UK fresh prepared food industry. We're proud to supply meals, salads, desserts, pizza and bread to leading grocery retailers including Tesco, M&S, Sainsbury's and Waitrose. We're driven by the hard work and passion of our people and are delighted to offer a wide range of careers across our business - come and join our dedicated Bakkavor team! Find out more and apply.
Sep 04, 2025
Full time
Sector SHE Lead (Meals) We drive our own success. Competitive salary Up to 20% bonus, Private Healthcare, MyBargains discount platform and more. Location - Meals London or Sutton Bridge Ways of working- Fully site based Monday - Friday 8.30am -5pm Permanent role Why join us? We're constantly evolving, progressing, and diversifying. And we want our people to do so too. For everyone to feel empowered, engaged and enabled. To create opportunities to move forward, climb higher and push for more. We believe in fueling ambition and guiding success. In supporting everyone with talent and drive to own what they do, realize their potential, and build a brilliant future for themselves at Bakkavor. What we do. This particular role is at our Bakkavor Meals site in Park Royal - West London. Split across 3 factories and 1 distribution centre. The factories make chilled ready meals, houmous dips, deli products & savoury accompaniments and employs over 2,000 people. About the role. To develop and implement a sector SHE strategy, aligned to the Group SHE strategy, in partnership with the sector leadership team. Act as a specialist adviser to the sector leadership and SHE teams to ensure that each business unit has a robust SHE plan to achieve compliance with all relevant SHE legislation and Group SHE standards. Site SHE plans should be aligned to the Sector/Group SHE strategy. Establish a high engagement SHE culture where colleagues take responsibility for their own health and safety at work as well as the health and safety of their colleagues. Actively contributes to the delivery of the Group SHE strategy as a member of the SHE Forum . Accountabilities: SHE strategy: Develop a Sector SHE strategy that promotes health, safety and environmental best practice, factoring in business requirements and alignment with the Group SHE Strategy. Operational SHE Standards: As a SHE leader, contribute to the design of SHE standards for the Group and lead the operational implementation of these at sector level. Develop and recommend policies, standards, procedures and systems to ensure compliance with Bakkavor SHE standards and legislative requirements. Legal compliance: Monitor, evaluate and review existing, new and upcoming health and safety legislation to ensure sector wide compliance with all relevant legal requirements. Root cause analysis: Evaluate accident and incident investigation reports to ensure that root causes have been identified and corrective actions implemented to eliminate or mitigate future occurrence. Ensure that key learnings are shared within UK operational business units. Continuous improvement : Work proactively with Operational leadership teams to establish and maintain a programme of continuous improvement in the management of health, safety and the environment across the sector. SHE Governance audits: Conducts periodical audits including key risks, risk assessments, safe systems of work and incident management systems in conjunction with the Operational leadership team. Ensure that action plans with SMART objectives are established to address any issues that are identified. SHE professional development: Partner with Operational leaders to coach and develop SHE professionals, ensuring that each SHE professional has a robust personal development plan in place. About you. NEBOSH LEVEL 6 Diploma in Occupational Safety and Health, NEBOSH Diploma in Environmental Management or equivalent. Experience within FMCG, food manufacturing or a similar industry Experience interacting with enforcement bodies and authorities Ability to influence key stakeholders at all levels in the organisation Proven change management experience The ability to present information coherently, accurately, and persuasively What you'll receive. As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. Life Assurance (2.5 x salary) Private medical insurance (employee & family cover) £8,400 p/a Car allowance Annual Bonus Scheme 25 days holiday plus 8 bank holidays as standard (may vary by role) Staff Shop Stakeholder Pension Scheme Discount & cashback platform Personal Accident Insurance Free health check Employee Assistance Programme A range of voluntary benefits (holiday purchase scheme, additional life assurance, dental & hospital cash plans) Salary sacrifice car lease scheme Free independent mortgage advice Discounted tutoring for children Access to financial learning tools and affordable loans via your salary Free car parking - Site dependant Proud to be Bakkavor. We're proud to be the market leader in the UK fresh prepared food industry. We're proud to supply meals, salads, desserts, pizza and bread to leading grocery retailers including Tesco, M&S, Sainsbury's and Waitrose. We're driven by the hard work and passion of our people and are delighted to offer a wide range of careers across our business - come and join our dedicated Bakkavor team! Find out more and apply.
NJR Recruitment
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions
NJR Recruitment Manchester, Lancashire
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Sep 03, 2025
Full time
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Tax Semi Senior
Fletcher George Cobham, Surrey
Tax Semi Senior ACA & CTA Pathway The Opportunity A fantastic opportunity for a bright and ambitious Tax Semi Senior to continue training as a Chartered Accountant (ACA) and Chartered Tax Adviser (CTA) while gaining hands-on experience in tax. You will develop expertise in both corporate and private client tax, working on a diverse portfolio that includes: Owner-managed businesses Larger corporate groups with international interests High-net-worth individuals and trusts You ll gain exposure to both compliance and advisory work, ensuring you build strong technical and client-facing skills. What You Can Expect A structured training pathway leading to ACA & CTA qualifications Full financial support for exams, study materials, tuition, and study leave Close mentorship from experienced tax professionals, including senior managers and directors Exposure to a variety of corporate and private client tax work, covering compliance and advisory projects Hybrid working after your first year, you can work from home a couple of days a week Key Responsibilities Preparing corporate and personal tax returns for a range of clients Assisting with tax planning projects across both corporate and private client tax Supporting senior colleagues on complex advisory work, such as structuring, inheritance tax planning, and share schemes Conducting tax research and drafting client reports Assisting with HMRC enquiries and tax investigations Building client relationships and providing proactive tax advice Who We Are Looking For? 1 - 2 years experience in a similar corporate / private client / mixed tax role in practice is essential Degree 2:1 Classification or above Strong communication skills, both written and verbal A proactive and motivated approach to work and study The ability to work well both independently and as part of a team A commitment to balancing full-time work with professional study A love of all things Tax related Why Join This Firm? Work in a collaborative and supportive team Gain exposure to a wide range of clients and industries Enjoy a strong work-life balance, with hybrid working available after year one Join a firm that invests in your long-term career development This is a fantastic opportunity to build your career in tax, gaining prestigious qualifications and invaluable experience in a dynamic and professional environment. Package A salary band of £30,000 - £35,000 has been set by Fletcher George depending on relevant experience plus comprehensive Study Support - fully funded ACA & CTA qualification, including tuition, revision courses, exams, and study leave. Next Steps Apply Today for this Tax Semi Senior role . If you are looking for the next step in your career, we would love to hear from you. Please apply, and we aim to respond to all suitable applicants promptly. About Fletcher George Recruitment We are a specialist accountancy and finance recruitment agency, dedicated to helping talented professionals find career opportunities where they can thrive. Based in Leatherhead, we work with leading firms across Surrey, London, and the South East, placing senior professionals in Accounting, Tax, and Audit. Referral Bonus If you know someone perfect for this role, refer them, and if we place them successfully, you will receive up to £500 in Amazon or John Lewis vouchers. Please ensure they mention your name when registering.
Sep 02, 2025
Full time
Tax Semi Senior ACA & CTA Pathway The Opportunity A fantastic opportunity for a bright and ambitious Tax Semi Senior to continue training as a Chartered Accountant (ACA) and Chartered Tax Adviser (CTA) while gaining hands-on experience in tax. You will develop expertise in both corporate and private client tax, working on a diverse portfolio that includes: Owner-managed businesses Larger corporate groups with international interests High-net-worth individuals and trusts You ll gain exposure to both compliance and advisory work, ensuring you build strong technical and client-facing skills. What You Can Expect A structured training pathway leading to ACA & CTA qualifications Full financial support for exams, study materials, tuition, and study leave Close mentorship from experienced tax professionals, including senior managers and directors Exposure to a variety of corporate and private client tax work, covering compliance and advisory projects Hybrid working after your first year, you can work from home a couple of days a week Key Responsibilities Preparing corporate and personal tax returns for a range of clients Assisting with tax planning projects across both corporate and private client tax Supporting senior colleagues on complex advisory work, such as structuring, inheritance tax planning, and share schemes Conducting tax research and drafting client reports Assisting with HMRC enquiries and tax investigations Building client relationships and providing proactive tax advice Who We Are Looking For? 1 - 2 years experience in a similar corporate / private client / mixed tax role in practice is essential Degree 2:1 Classification or above Strong communication skills, both written and verbal A proactive and motivated approach to work and study The ability to work well both independently and as part of a team A commitment to balancing full-time work with professional study A love of all things Tax related Why Join This Firm? Work in a collaborative and supportive team Gain exposure to a wide range of clients and industries Enjoy a strong work-life balance, with hybrid working available after year one Join a firm that invests in your long-term career development This is a fantastic opportunity to build your career in tax, gaining prestigious qualifications and invaluable experience in a dynamic and professional environment. Package A salary band of £30,000 - £35,000 has been set by Fletcher George depending on relevant experience plus comprehensive Study Support - fully funded ACA & CTA qualification, including tuition, revision courses, exams, and study leave. Next Steps Apply Today for this Tax Semi Senior role . If you are looking for the next step in your career, we would love to hear from you. Please apply, and we aim to respond to all suitable applicants promptly. About Fletcher George Recruitment We are a specialist accountancy and finance recruitment agency, dedicated to helping talented professionals find career opportunities where they can thrive. Based in Leatherhead, we work with leading firms across Surrey, London, and the South East, placing senior professionals in Accounting, Tax, and Audit. Referral Bonus If you know someone perfect for this role, refer them, and if we place them successfully, you will receive up to £500 in Amazon or John Lewis vouchers. Please ensure they mention your name when registering.
Dynamite Recruitment
Financial Planning Administrator
Dynamite Recruitment Bournemouth, Dorset
Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset. Key Responsibilities Prepare and manage documentation for client meetings, including reports, valuations, and application forms Process new business applications across pensions, investments, and protection products Liaise with product providers to obtain policy information and track application progress Draft client correspondence, including letters, emails, and meeting follow-ups Respond to client queries professionally, either directly or in support of the adviser Support the preparation and delivery of annual review meetings and ongoing servicing Ensure all work is carried out in accordance with FCA regulations and company procedures Assist with income reconciliation and the administration of fees and What We're Looking For Previous experience in a financial planning or wealth management environment (preferred) Strong organisational skills with excellent attention to detail Clear and professional communication skills, both written and verbal Proficiency in Microsoft Office and financial CRM systems Ability to work independently and as part of a small, collaborative team A proactive attitude with a willingness to learn and grow within the role £24,000 - £30,000 (DOE) Full exam support offered Career development and progression opportunities For more details please apply or contact Tegan at Dynamite Recruitment
Sep 02, 2025
Full time
Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset. Key Responsibilities Prepare and manage documentation for client meetings, including reports, valuations, and application forms Process new business applications across pensions, investments, and protection products Liaise with product providers to obtain policy information and track application progress Draft client correspondence, including letters, emails, and meeting follow-ups Respond to client queries professionally, either directly or in support of the adviser Support the preparation and delivery of annual review meetings and ongoing servicing Ensure all work is carried out in accordance with FCA regulations and company procedures Assist with income reconciliation and the administration of fees and What We're Looking For Previous experience in a financial planning or wealth management environment (preferred) Strong organisational skills with excellent attention to detail Clear and professional communication skills, both written and verbal Proficiency in Microsoft Office and financial CRM systems Ability to work independently and as part of a small, collaborative team A proactive attitude with a willingness to learn and grow within the role £24,000 - £30,000 (DOE) Full exam support offered Career development and progression opportunities For more details please apply or contact Tegan at Dynamite Recruitment
Prince Personnel Limited
HR Team Leader
Prince Personnel Limited Wellington, Shropshire
HR Team Leader Location: Shropshire Home-Based Permanent £27,500 - £31,500 DOE Working Hours: Monday Friday, 9:00 AM 5:00 PM (1-hour lunch break) Our client, a successful and expanding organisation, is seeking an HR Team Leader to join their dynamic team. Reporting to the People Manager, the HR Team Leader will play a pivotal role in ensuring the business consistently adheres to legislative requirements through the implementation and management of company policies and procedures. This is a predominantly home-based role with occasional national travel. The company will provide all necessary IT equipment and a mobile phone to facilitate remote working. A suitable workspace and a reliable WiFi connection will be required. Key Responsibilities: Provide guidance and support on a wide range of employee relations matters, including grievances, disciplinary actions, performance management, and absence management. Manage casework for employees across various contracts (permanent, fixed-term, casual, full-time, and part-time). Lead TUPE transfers in and out of the organisation, focusing on employee experience during consultations and onboarding processes. Coach team leaders and employees on effective performance management, ensuring alignment with company values and best practices. Foster and maintain strong working relationships with colleagues, peers, and internal/external stakeholders, providing constructive challenge when necessary. Advise on employee relations issues, ensuring consistency and compliance with company policies and legal standards. Lead consultations with employees and stakeholders on matters such as TUPE and redundancy, ensuring transparent and open communication. Facilitate structured discussions to address employee concerns, promote fair resolutions, and ensure early conflict resolution. Identify high-risk or complex cases and escalate them to the People Manager when appropriate. Recommend and implement strategies to resolve employee relations issues while mitigating risk. Review and improve casework documentation, templates, and guidance to ensure clarity, compliance, and accessibility. Streamline people processes, engaging stakeholders, and ensuring timely communication and training delivery. Contribute to employee engagement initiatives by conducting exit interviews and providing valuable insights to the People Managers. Collaborate with colleagues across the People Directorate to deliver a comprehensive HR service aligned with business goals. Provide cover for the People Systems Adviser and assume additional responsibilities during periods of leave. Ensure apprentices receive adequate support to successfully complete their apprenticeship programme. Mentor apprentices and support the development of frontline managers. Contribute to the delivery of the people strategy, ensuring alignment with organisational objectives and financial protocols. Manage HR-related expenditure and oversee wellbeing casework and related costs. Required Skills and Experience: CIPD Level 5 qualification (or equivalent) is essential. Proven experience in HR administration, recruitment, payroll, or a similar role. Strong IT proficiency, particularly with Microsoft Office and AI tools such as ChatGPT. Experience managing relationships with operational management to achieve business objectives. Excellent verbal and written communication skills. Strong interpersonal skills with the ability to build rapport and foster collaboration across the organisation. Ability to maintain confidentiality and handle sensitive information with discretion. High attention to detail and accuracy in all aspects of work. The application process: We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26656
Sep 02, 2025
Full time
HR Team Leader Location: Shropshire Home-Based Permanent £27,500 - £31,500 DOE Working Hours: Monday Friday, 9:00 AM 5:00 PM (1-hour lunch break) Our client, a successful and expanding organisation, is seeking an HR Team Leader to join their dynamic team. Reporting to the People Manager, the HR Team Leader will play a pivotal role in ensuring the business consistently adheres to legislative requirements through the implementation and management of company policies and procedures. This is a predominantly home-based role with occasional national travel. The company will provide all necessary IT equipment and a mobile phone to facilitate remote working. A suitable workspace and a reliable WiFi connection will be required. Key Responsibilities: Provide guidance and support on a wide range of employee relations matters, including grievances, disciplinary actions, performance management, and absence management. Manage casework for employees across various contracts (permanent, fixed-term, casual, full-time, and part-time). Lead TUPE transfers in and out of the organisation, focusing on employee experience during consultations and onboarding processes. Coach team leaders and employees on effective performance management, ensuring alignment with company values and best practices. Foster and maintain strong working relationships with colleagues, peers, and internal/external stakeholders, providing constructive challenge when necessary. Advise on employee relations issues, ensuring consistency and compliance with company policies and legal standards. Lead consultations with employees and stakeholders on matters such as TUPE and redundancy, ensuring transparent and open communication. Facilitate structured discussions to address employee concerns, promote fair resolutions, and ensure early conflict resolution. Identify high-risk or complex cases and escalate them to the People Manager when appropriate. Recommend and implement strategies to resolve employee relations issues while mitigating risk. Review and improve casework documentation, templates, and guidance to ensure clarity, compliance, and accessibility. Streamline people processes, engaging stakeholders, and ensuring timely communication and training delivery. Contribute to employee engagement initiatives by conducting exit interviews and providing valuable insights to the People Managers. Collaborate with colleagues across the People Directorate to deliver a comprehensive HR service aligned with business goals. Provide cover for the People Systems Adviser and assume additional responsibilities during periods of leave. Ensure apprentices receive adequate support to successfully complete their apprenticeship programme. Mentor apprentices and support the development of frontline managers. Contribute to the delivery of the people strategy, ensuring alignment with organisational objectives and financial protocols. Manage HR-related expenditure and oversee wellbeing casework and related costs. Required Skills and Experience: CIPD Level 5 qualification (or equivalent) is essential. Proven experience in HR administration, recruitment, payroll, or a similar role. Strong IT proficiency, particularly with Microsoft Office and AI tools such as ChatGPT. Experience managing relationships with operational management to achieve business objectives. Excellent verbal and written communication skills. Strong interpersonal skills with the ability to build rapport and foster collaboration across the organisation. Ability to maintain confidentiality and handle sensitive information with discretion. High attention to detail and accuracy in all aspects of work. The application process: We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26656
Senior Paraplanner
Clear IT Recruitment Knaphill, Surrey
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Sep 02, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Clarion Housing Group Limited
New Homes Sales Executive
Clarion Housing Group Limited Cambridge, Cambridgeshire
Location: Principally the Cambridge area - covering sites at Marleigh Park and Springstead Village, plus Attleborough in Norfolk Salary: £33,592 - £41,990 per annum plus the potential to earn up to 35% commission Hours: 36 per week, including weekends (with days off in lieu) Contract Type: Permanent Are you passionate about property sales and delivering an exceptional customer experience? Join our dynamic Sales team at Latimer and play a key role in driving success across our developments. We're looking for a confident and motivated New Homes Sales Executive to join our team at Latimer, part of the Clarion Housing Group. You'll be responsible for managing the full sales process across multiple residential developments, from first enquiry through to completion. In this customer-facing role, you'll be the primary contact for buyers, guiding them through their purchasing journey and promoting our homes and services, including those offered by our partner mortgage brokers and solicitors. We're looking for someone capable of achieving high-volume sales of newly built Shared Ownership homes. You'll negotiate sales to secure the best outcomes for the business while consistently delivering a high level of customer service. You'll need to bring experience in property sales, with a strong understanding of Shared Ownership. You'll have excellent communication skills, a professional and personable approach, and the ability to work well both independently and as part of a team. You should also be confident working with external partners such as solicitors, agents, and financial advisers, and be motivated to meet and exceed your sales targets. This is a great opportunity to play a key role in delivering high-quality, affordable homes and to build your career with one of the UK's leading housing developers. Our sales sites are open 7 days a week from 10am-5:30pm, and you'll be required to work weekends as part of your five-day working week. Time off in lieu will be provided for weekend work. If this sounds like an opportunity for you, please take a look at the full role profile for more information. At Clarion Housing Group, we support the responsible use of AI. Closing Date: Thursday 11th September 2025 at midnight. Applicants must be able to regularly travel across the region to sites in Cambridge and Attleborough. This post is subject to a Standard Criminal Record Check. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment. This vacancy may close without notice. Diversity and Inclusion We want Clarion to be a workplace where everyone feels valued, can be themselves and know they can reach their full potential. We embrace and celebrate our differences through various initiatives and support colleagues through a number of staff networks. We're committed to building a strong, diverse workforce and making Clarion an inclusive place to work.
Sep 02, 2025
Full time
Location: Principally the Cambridge area - covering sites at Marleigh Park and Springstead Village, plus Attleborough in Norfolk Salary: £33,592 - £41,990 per annum plus the potential to earn up to 35% commission Hours: 36 per week, including weekends (with days off in lieu) Contract Type: Permanent Are you passionate about property sales and delivering an exceptional customer experience? Join our dynamic Sales team at Latimer and play a key role in driving success across our developments. We're looking for a confident and motivated New Homes Sales Executive to join our team at Latimer, part of the Clarion Housing Group. You'll be responsible for managing the full sales process across multiple residential developments, from first enquiry through to completion. In this customer-facing role, you'll be the primary contact for buyers, guiding them through their purchasing journey and promoting our homes and services, including those offered by our partner mortgage brokers and solicitors. We're looking for someone capable of achieving high-volume sales of newly built Shared Ownership homes. You'll negotiate sales to secure the best outcomes for the business while consistently delivering a high level of customer service. You'll need to bring experience in property sales, with a strong understanding of Shared Ownership. You'll have excellent communication skills, a professional and personable approach, and the ability to work well both independently and as part of a team. You should also be confident working with external partners such as solicitors, agents, and financial advisers, and be motivated to meet and exceed your sales targets. This is a great opportunity to play a key role in delivering high-quality, affordable homes and to build your career with one of the UK's leading housing developers. Our sales sites are open 7 days a week from 10am-5:30pm, and you'll be required to work weekends as part of your five-day working week. Time off in lieu will be provided for weekend work. If this sounds like an opportunity for you, please take a look at the full role profile for more information. At Clarion Housing Group, we support the responsible use of AI. Closing Date: Thursday 11th September 2025 at midnight. Applicants must be able to regularly travel across the region to sites in Cambridge and Attleborough. This post is subject to a Standard Criminal Record Check. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment. This vacancy may close without notice. Diversity and Inclusion We want Clarion to be a workplace where everyone feels valued, can be themselves and know they can reach their full potential. We embrace and celebrate our differences through various initiatives and support colleagues through a number of staff networks. We're committed to building a strong, diverse workforce and making Clarion an inclusive place to work.
Front End Developer
VIQU IT
Web & Mobile Developer Permanent Competitive Salary Southampton Hybrid This is a full-time, permanent role with a leading UK financial services business that s modernising its digital offerings and transforming how it serves clients and advisers. You ll join the engineering team to deliver exceptional web and mobile user experiences across modern wealth management platforms. Working with cutting-edge tech like React, Next.js, and Ionic, you ll play a key role in shaping highly responsive, cross-platform applications. Key Responsibilities Develop and maintain mobile and web applications using React, TypeScript, Next.js, and Ionic Collaborate with UX designers to translate wireframes into polished, user-centric interfaces Build and maintain component libraries using Storybook Write clean, maintainable code and develop robust test coverage (Jest, React Testing Library) Work within agile teams, participating in ceremonies and driving continuous improvement Integrate front-end components with APIs and back-end services Act as a subject matter expert for UI/mobile development across digital teams Key Requirements Solid experience building iOS and Android mobile apps and Next.js web applications Strong skills in React, Next.js, and hybrid frameworks like Ionic Familiarity with state management solutions (Context API) and version control (GitHub) Experience with frontend testing practices and CI/CD workflows Strong team player who can work independently and collaboratively Bonus: Knowledge of Azure DevOps, .NET, financial services apps, and accessibility standards Web & Mobile Developer Permanent Competitive Salary Southampton Hybrid Apply now to speak with VIQU IT in confidence. Or reach out to Aaron Chiverton via the VIQU IT website or at (url removed) Do you know someone great? We ll thank you with up to £1,000 if your referral is successful (terms apply). For more exciting roles and opportunities like this, please follow us on IT Recruitment
Sep 02, 2025
Full time
Web & Mobile Developer Permanent Competitive Salary Southampton Hybrid This is a full-time, permanent role with a leading UK financial services business that s modernising its digital offerings and transforming how it serves clients and advisers. You ll join the engineering team to deliver exceptional web and mobile user experiences across modern wealth management platforms. Working with cutting-edge tech like React, Next.js, and Ionic, you ll play a key role in shaping highly responsive, cross-platform applications. Key Responsibilities Develop and maintain mobile and web applications using React, TypeScript, Next.js, and Ionic Collaborate with UX designers to translate wireframes into polished, user-centric interfaces Build and maintain component libraries using Storybook Write clean, maintainable code and develop robust test coverage (Jest, React Testing Library) Work within agile teams, participating in ceremonies and driving continuous improvement Integrate front-end components with APIs and back-end services Act as a subject matter expert for UI/mobile development across digital teams Key Requirements Solid experience building iOS and Android mobile apps and Next.js web applications Strong skills in React, Next.js, and hybrid frameworks like Ionic Familiarity with state management solutions (Context API) and version control (GitHub) Experience with frontend testing practices and CI/CD workflows Strong team player who can work independently and collaboratively Bonus: Knowledge of Azure DevOps, .NET, financial services apps, and accessibility standards Web & Mobile Developer Permanent Competitive Salary Southampton Hybrid Apply now to speak with VIQU IT in confidence. Or reach out to Aaron Chiverton via the VIQU IT website or at (url removed) Do you know someone great? We ll thank you with up to £1,000 if your referral is successful (terms apply). For more exciting roles and opportunities like this, please follow us on IT Recruitment
Gleeson Recruitment Group
Senior Group Tax Accountant
Gleeson Recruitment Group
Group Senior Tax Accountant Large Utilities Group Location: Cambridgeshire - Office attendance required only once every 2 weeks Tax team of 3 - This role reports into group tax manager and whilst does not have direct management responsibility will review work of tax accountant. This role is pivotal in managing the corporation tax affairs of the group and supporting the Group Tax Manager. The successful candidate will ensure compliance with corporate tax legislation, oversee external reporting of the group's tax position, minimise UK tax liability, and forecast future tax liabilities. Key Responsibilities Group Compliance (30%) Prepare and agree tax computation timetable and work schedules for Tax accountant to ensure all computations are submitted within HMRC statutory limits Ensure timetable compliance and statutory deadlines are met Reply to all HMRC correspondence on corporate tax matters Negotiate with HMRC to ensure agreement of tax computations Implement new tax compliance tools and procedures External Group Reporting (30%) Agree the half year and year-end tax charge with auditors for both the group and individual companies Monitor and record the balance sheet position for every UK company in the group Arrange payments to HMRC and between group companies Ensure that the group completes SAO returns and is compliant in tax disclosures Prepare annual Pillar 2 and Country by Country reports Group Tax Minimisation (20%) Ensure all claims and elections are submitted to minimise tax liabilities Review all computations prepared by the tax accountant for potential tax reduction, prior to submission Advise on capital allowances, to identify areas that can be maximised and implement procedures to do so Investigate, assess and recommend tax planning opportunities Investigate and assess the tax efficiency of mergers and acquisitions Forecasting Future Tax Liabilities (20%) Forecast the tax liabilities for the whole group for inclusion in Board reports Reconcile tax charges and payments in Shareholder Model and Regulatory model to Group tax Model Undertake a review of the Group Tax Models Manage the unknowns that surface both during the year and at year-end to ensure that targets set by the Board are achieved Essential Requirements Chartered Tax Adviser qualification or relevant industry experience Demonstrable experience and knowledge of Corporate Tax Strong knowledge of finance systems and spreadsheet/database skills Analytical ability to handle and interpret financial data with attention to detail Excellent interpersonal and presentation skills Ability to work independently and prioritise workload Benefits Package As a valued employee you'll be entitled to: Competitive pension scheme (Company double-matches your contributions up to 6%), Personal private health care, Annual bonus scheme, Opportunity to volunteer and do unpaid work in the community, 26 days leave rising with service + Bank Holidays with the option to swap Christmas and Easter holidays for those celebrated by your religion, Life Cover at 8x your salary, Personal Accident cover up to 5x your salary, Flexible benefits to support your wellbeing and lifestyle, Paid time off when you're physically and mentally unwell, Great benefits including 20% off new mobile contracts, discounted cinema tickets and a Cycle2Work scheme, Free parking at all offices and sites, Excellent family friendly policies such as 26 weeks full pay for maternity/adoption leave as well as 4 weeks paternity/partner pay, and opportunity for shared parental pay. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Sep 02, 2025
Full time
Group Senior Tax Accountant Large Utilities Group Location: Cambridgeshire - Office attendance required only once every 2 weeks Tax team of 3 - This role reports into group tax manager and whilst does not have direct management responsibility will review work of tax accountant. This role is pivotal in managing the corporation tax affairs of the group and supporting the Group Tax Manager. The successful candidate will ensure compliance with corporate tax legislation, oversee external reporting of the group's tax position, minimise UK tax liability, and forecast future tax liabilities. Key Responsibilities Group Compliance (30%) Prepare and agree tax computation timetable and work schedules for Tax accountant to ensure all computations are submitted within HMRC statutory limits Ensure timetable compliance and statutory deadlines are met Reply to all HMRC correspondence on corporate tax matters Negotiate with HMRC to ensure agreement of tax computations Implement new tax compliance tools and procedures External Group Reporting (30%) Agree the half year and year-end tax charge with auditors for both the group and individual companies Monitor and record the balance sheet position for every UK company in the group Arrange payments to HMRC and between group companies Ensure that the group completes SAO returns and is compliant in tax disclosures Prepare annual Pillar 2 and Country by Country reports Group Tax Minimisation (20%) Ensure all claims and elections are submitted to minimise tax liabilities Review all computations prepared by the tax accountant for potential tax reduction, prior to submission Advise on capital allowances, to identify areas that can be maximised and implement procedures to do so Investigate, assess and recommend tax planning opportunities Investigate and assess the tax efficiency of mergers and acquisitions Forecasting Future Tax Liabilities (20%) Forecast the tax liabilities for the whole group for inclusion in Board reports Reconcile tax charges and payments in Shareholder Model and Regulatory model to Group tax Model Undertake a review of the Group Tax Models Manage the unknowns that surface both during the year and at year-end to ensure that targets set by the Board are achieved Essential Requirements Chartered Tax Adviser qualification or relevant industry experience Demonstrable experience and knowledge of Corporate Tax Strong knowledge of finance systems and spreadsheet/database skills Analytical ability to handle and interpret financial data with attention to detail Excellent interpersonal and presentation skills Ability to work independently and prioritise workload Benefits Package As a valued employee you'll be entitled to: Competitive pension scheme (Company double-matches your contributions up to 6%), Personal private health care, Annual bonus scheme, Opportunity to volunteer and do unpaid work in the community, 26 days leave rising with service + Bank Holidays with the option to swap Christmas and Easter holidays for those celebrated by your religion, Life Cover at 8x your salary, Personal Accident cover up to 5x your salary, Flexible benefits to support your wellbeing and lifestyle, Paid time off when you're physically and mentally unwell, Great benefits including 20% off new mobile contracts, discounted cinema tickets and a Cycle2Work scheme, Free parking at all offices and sites, Excellent family friendly policies such as 26 weeks full pay for maternity/adoption leave as well as 4 weeks paternity/partner pay, and opportunity for shared parental pay. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Options Resourcing Ltd
Senior IFA Administrator
Options Resourcing Ltd Warwick, Warwickshire
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Sep 01, 2025
Full time
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Financial Divisions
Financial Administrator - boutique Chartered IFA firm - £35k plus bonuses and benefits
Financial Divisions Horsham, Sussex
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner
Nouvo Recruitment (London) Ltd
Paraplanner £35,000 Hertfordshire Monday - Friday 09:00-17:30 Are you an experienced Paraplanner with a strong background in mortgages and a passion for delivering high-quality support to financial advisers? Join a dynamic and growing team, where your skills will make a real impact. Our client offers an amazing work environment with an abundance of benefits (free breakfast, lunch and much much more!). Your Role: As a Paraplanner with mortgage experience, you will play a pivotal role in supporting our advisers by preparing high-quality reports and recommendations, with a particular focus on mortgage and protection solutions. Key Responsibilities: Prepare detailed financial reports and suitability letters, particularly for mortgage and protection cases Conduct research and analysis to support product recommendations Ensure documentation and compliance standards are met Liaise with lenders, providers, and clients to progress applications smoothly Keep up to date with market developments, regulation, and product offerings Support advisers with client meetings when required What We're Looking For: Proven experience as a paraplanner or in a similar role within financial services In-depth knowledge of the UK mortgage market and protection products Level 4 Diploma in Financial Planning (or working towards) desirable CeMAP or equivalent mortgage qualification Strong attention to detail, excellent written and verbal communication skills Ability to manage multiple cases and deadlines efficiently Team player with a proactive and positive attitude If this is what you're looking for, please apply today! Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment wishes you the best of luck in your job search. Nouvo Recruitment Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
Sep 01, 2025
Full time
Paraplanner £35,000 Hertfordshire Monday - Friday 09:00-17:30 Are you an experienced Paraplanner with a strong background in mortgages and a passion for delivering high-quality support to financial advisers? Join a dynamic and growing team, where your skills will make a real impact. Our client offers an amazing work environment with an abundance of benefits (free breakfast, lunch and much much more!). Your Role: As a Paraplanner with mortgage experience, you will play a pivotal role in supporting our advisers by preparing high-quality reports and recommendations, with a particular focus on mortgage and protection solutions. Key Responsibilities: Prepare detailed financial reports and suitability letters, particularly for mortgage and protection cases Conduct research and analysis to support product recommendations Ensure documentation and compliance standards are met Liaise with lenders, providers, and clients to progress applications smoothly Keep up to date with market developments, regulation, and product offerings Support advisers with client meetings when required What We're Looking For: Proven experience as a paraplanner or in a similar role within financial services In-depth knowledge of the UK mortgage market and protection products Level 4 Diploma in Financial Planning (or working towards) desirable CeMAP or equivalent mortgage qualification Strong attention to detail, excellent written and verbal communication skills Ability to manage multiple cases and deadlines efficiently Team player with a proactive and positive attitude If this is what you're looking for, please apply today! Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment wishes you the best of luck in your job search. Nouvo Recruitment Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
Financial Adviser (Employed)
Eden Rose Loughborough, Leicestershire
We are seeking an experienced Senior Independent Financial Adviser to join a well-established and reputable independent firm. This role offers the opportunity to work with an existing client base while also bringing your own following and continuing to generate new business. The ideal candidate will have at least 5 years' holistic adviser experience in the independent space, with strong pensions and investment expertise, solid tax knowledge, and the ability to build long-term, trusted client relationships. You will benefit from working alongside a supportive team and a strong internal brand, with the flexibility to tailor the package based on the quality, fit, and value you bring to the business. We offer a basic salary plus a bonus structure linked to a variety of performance factors, which can be adapted for the right person. In the initial 6 months, you will be office-based full time to ensure a smooth integration into the business. Once established, there is the potential to work from home one day a week. This is a role for a self-motivated, client-focused professional who can combine technical excellence with the ability to attract and retain high-quality clients.
Sep 01, 2025
Full time
We are seeking an experienced Senior Independent Financial Adviser to join a well-established and reputable independent firm. This role offers the opportunity to work with an existing client base while also bringing your own following and continuing to generate new business. The ideal candidate will have at least 5 years' holistic adviser experience in the independent space, with strong pensions and investment expertise, solid tax knowledge, and the ability to build long-term, trusted client relationships. You will benefit from working alongside a supportive team and a strong internal brand, with the flexibility to tailor the package based on the quality, fit, and value you bring to the business. We offer a basic salary plus a bonus structure linked to a variety of performance factors, which can be adapted for the right person. In the initial 6 months, you will be office-based full time to ensure a smooth integration into the business. Once established, there is the potential to work from home one day a week. This is a role for a self-motivated, client-focused professional who can combine technical excellence with the ability to attract and retain high-quality clients.
Blakemore Recruitment
Independent Financial Adviser - All leads provided
Blakemore Recruitment Dorking, Surrey
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Sep 01, 2025
Full time
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Mortgage Adviser
The Openwork Partnership Ipswich, Suffolk
Mortgage Adviser £30,000 - £37,000 basic plus uncapped commission and benefits (employed role) East Anglia region, working remotely About the Role The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a quality focused Mortgage and Protection Adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administrative support from the local office. The benefits Salary - £30,000 - £40,000 basic salary (dependent on experience) Uncapped commission, at an extremely generous rate Death in Service Benefit Pension Scheme Critical illness cover Your responsibilities will include: Providing quality advice on all Mortgage and Protection needs, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region. You will be responsible for managing client enquiries and the advice process end-to-end. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products. Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals. Generate new business by developing introducer relationships. What will you need to succeed? This opportunity will suit a pro-active Mortgage and Protection Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network. We can consider applications from existing Mortgage Advisers across all experience levels. You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme. You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needs You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations. You will be supported by administration team who will help you to grow your client base and meet your development goals. You will be part of a business who are an Appointed Representative of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves. If you are a qualified, experienced Mortgage and Protection Adviser, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Sep 01, 2025
Full time
Mortgage Adviser £30,000 - £37,000 basic plus uncapped commission and benefits (employed role) East Anglia region, working remotely About the Role The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a quality focused Mortgage and Protection Adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administrative support from the local office. The benefits Salary - £30,000 - £40,000 basic salary (dependent on experience) Uncapped commission, at an extremely generous rate Death in Service Benefit Pension Scheme Critical illness cover Your responsibilities will include: Providing quality advice on all Mortgage and Protection needs, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region. You will be responsible for managing client enquiries and the advice process end-to-end. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products. Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals. Generate new business by developing introducer relationships. What will you need to succeed? This opportunity will suit a pro-active Mortgage and Protection Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network. We can consider applications from existing Mortgage Advisers across all experience levels. You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme. You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needs You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations. You will be supported by administration team who will help you to grow your client base and meet your development goals. You will be part of a business who are an Appointed Representative of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves. If you are a qualified, experienced Mortgage and Protection Adviser, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Mortgage and Protection Advisor
The Openwork Partnership Rochdale, Lancashire
Mortgage and Protection Adviser £30,000 - £35,000 basic plus bonus and benefits (employed role). Uncapped OTE circa £50,000 - £60,000 in year one Heywood, North West England Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential? This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you'll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider both experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE. If you are a talented and passionate Mortgage and Protection Adviser who puts the clients' needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! You will be responsible for managing client enquiries and overseeing the advice process end to end Building and nourishing relationships with clients who really value quality service Proactively working with an existing client bank to review mortgage and protection needs Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity Analyse information and make recommendations best suited to individual clients' requirements Review and respond to clients changing needs and financial circumstances, maintaining regular client contact. Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products. Consistently developing your knowledge of the Openwork mortgage and protection proposition Keep up to date with financial legislation and participating in CPD If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.
Sep 01, 2025
Full time
Mortgage and Protection Adviser £30,000 - £35,000 basic plus bonus and benefits (employed role). Uncapped OTE circa £50,000 - £60,000 in year one Heywood, North West England Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential? This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you'll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider both experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE. If you are a talented and passionate Mortgage and Protection Adviser who puts the clients' needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! You will be responsible for managing client enquiries and overseeing the advice process end to end Building and nourishing relationships with clients who really value quality service Proactively working with an existing client bank to review mortgage and protection needs Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity Analyse information and make recommendations best suited to individual clients' requirements Review and respond to clients changing needs and financial circumstances, maintaining regular client contact. Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products. Consistently developing your knowledge of the Openwork mortgage and protection proposition Keep up to date with financial legislation and participating in CPD If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.

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