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Agile Delivery Manager (12 month FTC)
Close Brothers Doncaster, Yorkshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Retail Engineering Delivery Team where you will facilitate the delivery of products and project solutions using Agile principles and methodologies by working alongside stakeholders to outline goals and continuously deliver the highest value items through effective prioritisation. Working as part of the Retail Engineering Delivery team our ideal team member will have previous experience in working independently, taking initiative and is willing to take on responsibilities beyond software development, such as budget management, resourcing and risk management with excellent communication skills. RESPONSIBILITIES Facilitate the delivery of products and services through Agile delivery squads, optimising value streams to enhance flow, reduce bottlenecks and ensure alignment with business objectives. Plan, communicate and visualise progress towards goals, actively managing risks, issues and dependencies, some may be across multiple squads. Remove impediments for the scrum team to ensure smooth progress. Collaborate with stakeholders to prioritise and deliver high value items. Report and manage delivery metrics to provide transparency. Facilitate scrum events, including sprint planning and sprint retrospectives. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: An experienced delivery manager with expertise in agile methodology (values and principles) and a proven track record of creating environments that adhere to these practices. An ability to communicate effectively with both technical and non-technical stakeholders. Hold a Certified Scrum Master qualification. Able to demonstrate a genuine drive for improvement and encourage others to strive for excellence. Ability to remain focused and calm under pressure. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience using Jira and Confluence. Experience using online collaboration tools (e.g. Lucid, Miro). Experience working in the financial services industry. Experience working with both onshore and offshore teams. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 06, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Retail Engineering Delivery Team where you will facilitate the delivery of products and project solutions using Agile principles and methodologies by working alongside stakeholders to outline goals and continuously deliver the highest value items through effective prioritisation. Working as part of the Retail Engineering Delivery team our ideal team member will have previous experience in working independently, taking initiative and is willing to take on responsibilities beyond software development, such as budget management, resourcing and risk management with excellent communication skills. RESPONSIBILITIES Facilitate the delivery of products and services through Agile delivery squads, optimising value streams to enhance flow, reduce bottlenecks and ensure alignment with business objectives. Plan, communicate and visualise progress towards goals, actively managing risks, issues and dependencies, some may be across multiple squads. Remove impediments for the scrum team to ensure smooth progress. Collaborate with stakeholders to prioritise and deliver high value items. Report and manage delivery metrics to provide transparency. Facilitate scrum events, including sprint planning and sprint retrospectives. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: An experienced delivery manager with expertise in agile methodology (values and principles) and a proven track record of creating environments that adhere to these practices. An ability to communicate effectively with both technical and non-technical stakeholders. Hold a Certified Scrum Master qualification. Able to demonstrate a genuine drive for improvement and encourage others to strive for excellence. Ability to remain focused and calm under pressure. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience using Jira and Confluence. Experience using online collaboration tools (e.g. Lucid, Miro). Experience working in the financial services industry. Experience working with both onshore and offshore teams. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the Midlands or North of England. Our Ideal ASM must be able to demonstrate the ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the Midlands or North of England. Our Ideal ASM must be able to demonstrate the ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Business Manager
Close Brothers Doncaster, Yorkshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Motor Finance (CBMF) where, as our Business Manager you'll work closely with the CBMF Leadership Team to deliver effective executive governance and take ownership of strategic analysis and reviews to address emerging risks, issues and business priorities on behalf of the Executive Committee. You'll be accountable for the end-to-end business planning approach, process and supporting governance to ensure robust prioritisation and optimal deployment of resources aligned to our strategic priorities, spanning our five key pillars of Colleague, Customer, Partner, Commercial and Brand. Our ideal new team member will have a proven track record of building effective working relationships with senior stakeholders, they will have a strong commercial acumen and the ability to lead and influence. RESPONSIBILITIES Motor Executive Committee Define, maintain, and lead regular reviews of governance standards for the Motor Finance Executive Committee (ExCo) i.e. terms of references, standing agendas, supporting templates Coordination of the Motor Finance ExCo ensuring papers are produced and circulated in a timely manner. Support the preparation and production of strategy reviews and other materials / collateral required for Motor ExCo meetings Deliver quality assurance over ExCo collateral, critically evaluating content and constructively challenging stakeholders when required Ensure actions are actively tracked and meeting minutes are concise Business Planning Drive the day-to-day execution of the business planning process which includes the co-ordination of the Planning Forum, assisting in the production of supporting collateral and enabling effective decision making Ensure business critical activities remain on track and risk and issues are identified early and drive remediation actions Work with the Motor ExCo to define strategic priorities over short, medium, and long-term planning horizons Business Management Lead ad-hoc initiatives and perform strategic reviews, analysis and research activities as required Drive the regular review and iteration of top-level measurements and business metrics via Motor ExCo and other appropriate forums. Identify opportunities, including use of new platforms, to leverage data and insight to manage, control and improve business performance and outcomes. Support the delivery of the core annual activities including the budgeting process and capital investment proposals Define an approach and support the implementation of a service catalogue for Motor Finance, including Retail/Bank shared services, to optimise value delivered Support with maintaining the business relationship with the FLA as well as the business' ongoing adherence with the FLA code of conduct WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Excellent stakeholder management skills including demonstrable experience of successfully mediating contention / conflict and effectively facilitating difficult business prioritisation A good commercial acumen with a broad knowledge of the entire business value chain and drivers of cost / value Extensive experience leading direct and indirect teams in a matrixed structure A self-motivated, enthusiastic leader with both grit and gravitas that both influences and garners consensus Demonstrable experience in leadership, communication, influencing, planning and organising Experience working in a demanding, fast paced environment within financial services The ability to prioritise own work and develop concise, executable plans which align clearly with business directives; can drive initiatives autonomously. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU ARE: Experienced in development of performance measurement / indicator systems and frameworks (e.g. balanced scorecards, measurement hierarchies) Experienced in business strategy definition and elaboration We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Motor Finance (CBMF) where, as our Business Manager you'll work closely with the CBMF Leadership Team to deliver effective executive governance and take ownership of strategic analysis and reviews to address emerging risks, issues and business priorities on behalf of the Executive Committee. You'll be accountable for the end-to-end business planning approach, process and supporting governance to ensure robust prioritisation and optimal deployment of resources aligned to our strategic priorities, spanning our five key pillars of Colleague, Customer, Partner, Commercial and Brand. Our ideal new team member will have a proven track record of building effective working relationships with senior stakeholders, they will have a strong commercial acumen and the ability to lead and influence. RESPONSIBILITIES Motor Executive Committee Define, maintain, and lead regular reviews of governance standards for the Motor Finance Executive Committee (ExCo) i.e. terms of references, standing agendas, supporting templates Coordination of the Motor Finance ExCo ensuring papers are produced and circulated in a timely manner. Support the preparation and production of strategy reviews and other materials / collateral required for Motor ExCo meetings Deliver quality assurance over ExCo collateral, critically evaluating content and constructively challenging stakeholders when required Ensure actions are actively tracked and meeting minutes are concise Business Planning Drive the day-to-day execution of the business planning process which includes the co-ordination of the Planning Forum, assisting in the production of supporting collateral and enabling effective decision making Ensure business critical activities remain on track and risk and issues are identified early and drive remediation actions Work with the Motor ExCo to define strategic priorities over short, medium, and long-term planning horizons Business Management Lead ad-hoc initiatives and perform strategic reviews, analysis and research activities as required Drive the regular review and iteration of top-level measurements and business metrics via Motor ExCo and other appropriate forums. Identify opportunities, including use of new platforms, to leverage data and insight to manage, control and improve business performance and outcomes. Support the delivery of the core annual activities including the budgeting process and capital investment proposals Define an approach and support the implementation of a service catalogue for Motor Finance, including Retail/Bank shared services, to optimise value delivered Support with maintaining the business relationship with the FLA as well as the business' ongoing adherence with the FLA code of conduct WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Excellent stakeholder management skills including demonstrable experience of successfully mediating contention / conflict and effectively facilitating difficult business prioritisation A good commercial acumen with a broad knowledge of the entire business value chain and drivers of cost / value Extensive experience leading direct and indirect teams in a matrixed structure A self-motivated, enthusiastic leader with both grit and gravitas that both influences and garners consensus Demonstrable experience in leadership, communication, influencing, planning and organising Experience working in a demanding, fast paced environment within financial services The ability to prioritise own work and develop concise, executable plans which align clearly with business directives; can drive initiatives autonomously. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU ARE: Experienced in development of performance measurement / indicator systems and frameworks (e.g. balanced scorecards, measurement hierarchies) Experienced in business strategy definition and elaboration We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers Bristol, Gloucestershire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Are you a motivated sales professional ready to make an impact within a specialist market? Join our expert team at Close Brothers Asset Finance, where you'll play a key role in growing our footprint within the industrial print sector. As Part of our Print business, you'll be responsible for meeting ambitious sales targets by providing tailored Asset Finance solutions and related services to businesses across the sector. We're looking for a confident, results-orientated person with a strong sales background and a talent for building effective, lasting relationships with customers. If you have a background in Asset Finance or specialist Print Equipment, that's a huge plus - but above all, we're looking for someone with initiative, commercial and financial acumen, and the motivation to succeed in a dynamic and rewarding environment. This is a field based role, so you'll work from home, being based near Bristol or generally across the South West of England or Wales. The role involves significant amounts of travel, so a valid drivers licence is required. RESPONSIBILITIES Proactively identify, pursue and convert new business opportunities to consistently meet or exceed sales targets. Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions to foster repeat business. Manage the end-to-end sales cycle including ensuring timely and precise service delivery and providing customers with the relevant information to close the deal. Serve as a knowledgeable and credible finance partner by staying informed of relevant products, market trends, customer needs and competitive landscape. Act as a liaison between the company and its existing and prospective markets, negotiating terms of an agreement and closing sales while gathering valuable market and customer insights. Maintain accurate and up to date records of customer interactions, ensuring all compliance with both internal policies and external regulatory requirements. Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the Close Brothers Group. Prepare comprehensive and well-structured credit applications to support informed lending decisions for customers. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. Ensure you operate within the context of the FCA regulations at all times and that the Treating Customers Fairly initiative is fully adhered to. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Experience of working in a customer-facing sales environment, consistently meeting or exceeding targets Strong interpersonal skills and ability to effectively communicate at all levels Sales driven with an ability to plan and manage own activities and contact strategy Strong business and financial acumen Excellent sales and negotiation skills IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Previous experience of Asset Finance Some knowledge of the Print industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Are you a motivated sales professional ready to make an impact within a specialist market? Join our expert team at Close Brothers Asset Finance, where you'll play a key role in growing our footprint within the industrial print sector. As Part of our Print business, you'll be responsible for meeting ambitious sales targets by providing tailored Asset Finance solutions and related services to businesses across the sector. We're looking for a confident, results-orientated person with a strong sales background and a talent for building effective, lasting relationships with customers. If you have a background in Asset Finance or specialist Print Equipment, that's a huge plus - but above all, we're looking for someone with initiative, commercial and financial acumen, and the motivation to succeed in a dynamic and rewarding environment. This is a field based role, so you'll work from home, being based near Bristol or generally across the South West of England or Wales. The role involves significant amounts of travel, so a valid drivers licence is required. RESPONSIBILITIES Proactively identify, pursue and convert new business opportunities to consistently meet or exceed sales targets. Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions to foster repeat business. Manage the end-to-end sales cycle including ensuring timely and precise service delivery and providing customers with the relevant information to close the deal. Serve as a knowledgeable and credible finance partner by staying informed of relevant products, market trends, customer needs and competitive landscape. Act as a liaison between the company and its existing and prospective markets, negotiating terms of an agreement and closing sales while gathering valuable market and customer insights. Maintain accurate and up to date records of customer interactions, ensuring all compliance with both internal policies and external regulatory requirements. Work collaboratively with the Risk function to ensure the consistent alignment of objectives, adhering fully to the principles of the Enterprise Risk Management framework of the Close Brothers Group. Prepare comprehensive and well-structured credit applications to support informed lending decisions for customers. Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. Ensure you operate within the context of the FCA regulations at all times and that the Treating Customers Fairly initiative is fully adhered to. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: Experience of working in a customer-facing sales environment, consistently meeting or exceeding targets Strong interpersonal skills and ability to effectively communicate at all levels Sales driven with an ability to plan and manage own activities and contact strategy Strong business and financial acumen Excellent sales and negotiation skills IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Previous experience of Asset Finance Some knowledge of the Print industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers Nottingham, Nottinghamshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across Central Midlands, canvassing various territories including: Nottinghamshire, Derbyshire & Leicestershire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/ Manufacturing/ Recycling/ Engineering & Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across Central Midlands, canvassing various territories including: Nottinghamshire, Derbyshire & Leicestershire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/ Manufacturing/ Recycling/ Engineering & Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across the West Midlands, canvassing various territories including: Birminghamshire, Coventry, Worcestershire & Northamptonshire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/Recycling/Engineering/Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Asset Leasing Team as a Area Sales Manager where you will be responsible for generating new business to deliver the agreed sales targets as part of the Manufacturing Division. The role will be field based covering a region across the West Midlands, canvassing various territories including: Birminghamshire, Coventry, Worcestershire & Northamptonshire. Our ideal team member will be able to demonstrate ability to organise, manage and deliver their own customer contact strategy. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry or customer-facing role in Construction/Recycling/Engineering/Print industries more specifically. Experience of working in a customer-facing sales environment. Strong interpersonal skills and ability to effectively communicate at all levels. Sales driven with ability to plan and manage own activities and contact strategy. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have previous knowledge and coverage of above industries (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Tax Accountant
Close Brothers
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Finance Team where you will take responsibility for advising the business and finance teams, as well as taking ownership for the project management of tax projects and deliverables. Working as part of the Finance team our ideal team member will have previous experience in managing statutory tax compliance deadlines and obligations with an excellent ability to analyse numerical data, verbal data and all other sources of information. RESPONSIBILITIES Manage the Corporation Tax calculations for UK, Channel Islands, and Irish entities. Manage all associated projects e.g. Research and development and capital allowances. Ensure that tax computations and returns are filed with the relevant tax authorities, in the correct format and on a timely basis e.g. Corporation tax and PSA returns. Assist the line manager, the Tax finance director and tax accountants in ensuring that tax payments are made accurately and on time to the relevant tax authorities. Respond to tax related queries from internal or external stakeholders on a timely basis and in a practical/ commercial way e.g. tax advisory to business on a new product or queries from HMRC. Provide support to the finance function during reporting periods such as interim and yearend including preparation of detailed taxation calculations and statutory reporting forms. Ensure that adequate controls are in place including those required by the Senior Accounting Officer regulations and keeping documentation and risk registers up to date. Provide assistance in other areas of tax as required e.g. VAT. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience in direct taxes. Professional qualification in accounting e.g. ACA, CA, ACCA, CTA or equivalent work experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience in financial services. Experience in software tools such as SAP and ALFA. Professional qualification in tax e.g. ATT or CTA. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Finance Team where you will take responsibility for advising the business and finance teams, as well as taking ownership for the project management of tax projects and deliverables. Working as part of the Finance team our ideal team member will have previous experience in managing statutory tax compliance deadlines and obligations with an excellent ability to analyse numerical data, verbal data and all other sources of information. RESPONSIBILITIES Manage the Corporation Tax calculations for UK, Channel Islands, and Irish entities. Manage all associated projects e.g. Research and development and capital allowances. Ensure that tax computations and returns are filed with the relevant tax authorities, in the correct format and on a timely basis e.g. Corporation tax and PSA returns. Assist the line manager, the Tax finance director and tax accountants in ensuring that tax payments are made accurately and on time to the relevant tax authorities. Respond to tax related queries from internal or external stakeholders on a timely basis and in a practical/ commercial way e.g. tax advisory to business on a new product or queries from HMRC. Provide support to the finance function during reporting periods such as interim and yearend including preparation of detailed taxation calculations and statutory reporting forms. Ensure that adequate controls are in place including those required by the Senior Accounting Officer regulations and keeping documentation and risk registers up to date. Provide assistance in other areas of tax as required e.g. VAT. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience in direct taxes. Professional qualification in accounting e.g. ACA, CA, ACCA, CTA or equivalent work experience. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: Experience in financial services. Experience in software tools such as SAP and ALFA. Professional qualification in tax e.g. ATT or CTA. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Relationship Manager
Close Brothers Craven Arms, Shropshire
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the North East spanning the Newcastle, Durham, Middlesborough area. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry Experience of working in a customer-facing sales environment Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Asset Finance, where your role as an Area Sales Manager will be to generate new business to deliver the agreed sales target as part of the Close Brothers Transport team. You will do this by demonstrating you can exceed agreed annual sales targets and build relationships with customers and industry stakeholders. This is a remote/field-based role, covering a territory in the North East spanning the Newcastle, Durham, Middlesborough area. RESPONSIBILITIES Proactively sources sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through dealer introducers. Self-motivated and driven to achieve and exceed targets set through financing and associated products. Building and maintaining relationships with existing customers via telephone, emails, and face to face meetings. Act as a contact between the company and its existing and potential markets, negotiating terms of an agreement and closing sales, gathering market and customer information. Make accurate, rapid quotations and provide customers with the relevant information to close the deal. Design and implement a strategic business plan that expands company's customer base and ensure its strong presence. Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Identify emerging markets and market shifts while being fully aware of new products and competition status WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Experience of the Asset Finance Industry/Financial industry Experience of working in a customer-facing sales environment Strong interpersonal skills and ability to effectively communicate at all levels The ability to drive sales and plan/manage own activities and contact strategy Previous experience as a sales representative or sales manager, consistently meeting or exceeding targets Strong business sense and industry expertise Excellent sales and negotiation skills Full Driver's license IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Knowledge of Transport (with a focus on asset expertise) Ability to analyse and interpret financial information We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Guidant Global
Pensions Implementation consultant
Guidant Global
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Sep 03, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Rise Technical Recruitment Limited
Electrical Manager
Rise Technical Recruitment Limited Bristol, Somerset
Electrical Manager £58,000 - £62,000 + Training + Progression + Benefits Avonmouth, Bristol (Commutable from: Chepstow, Newport, Bath, Keynsham, Yate, Somerset, Weston-Super-Mare) Are you an Electrical Manager looking to take the next in your career through both technical progression and a clear management structure?On offer is an exciting opportunity to work within a highly-renowned Manufacturing environment, where you not only manage a team of specialist, but also Strategy, reliability and continuous improvement.This company are a multi-million pound manufacturer turning raw materials into high-end construction products for various industries. As a result of recent investments they are undergoing exciting changes. This is a Monday - Friday days based role out of their purpose built and modern facility in Bristol. You will have the autonomy to develop and implement strategy whilst also managing a long-standing and growing Engineering workforce. This role would suit an Electrical Manager looking for a stable secure role within a great working environment and full autonomy. The Role. Management of Electrical Engineering department. Reliability and Continuous Improvement. Monday - Friday days (8am - 4.30pm with flexibility). The Person. Electrical experience. Management, Supervisory or Head of experience. Ideally from a FMCG background. Commutable to Bristol.
Sep 03, 2025
Full time
Electrical Manager £58,000 - £62,000 + Training + Progression + Benefits Avonmouth, Bristol (Commutable from: Chepstow, Newport, Bath, Keynsham, Yate, Somerset, Weston-Super-Mare) Are you an Electrical Manager looking to take the next in your career through both technical progression and a clear management structure?On offer is an exciting opportunity to work within a highly-renowned Manufacturing environment, where you not only manage a team of specialist, but also Strategy, reliability and continuous improvement.This company are a multi-million pound manufacturer turning raw materials into high-end construction products for various industries. As a result of recent investments they are undergoing exciting changes. This is a Monday - Friday days based role out of their purpose built and modern facility in Bristol. You will have the autonomy to develop and implement strategy whilst also managing a long-standing and growing Engineering workforce. This role would suit an Electrical Manager looking for a stable secure role within a great working environment and full autonomy. The Role. Management of Electrical Engineering department. Reliability and Continuous Improvement. Monday - Friday days (8am - 4.30pm with flexibility). The Person. Electrical experience. Management, Supervisory or Head of experience. Ideally from a FMCG background. Commutable to Bristol.
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!
JohnstonGreer
Financial Planning Support - Graduate
JohnstonGreer Stirling, Stirlingshire
Financial Planning Assistant - Graduate To £26,000 plus benefits and bonus Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of Advisors they now wish to add an additional support professional to deal with technical and administration duties. Joining as a graduate you will complete the initial training, following which you will be responsible for - processing of new business applications servicing existing client records platform-based work valuations database management communications with clients product provider liaison The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Sep 01, 2025
Full time
Financial Planning Assistant - Graduate To £26,000 plus benefits and bonus Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of Advisors they now wish to add an additional support professional to deal with technical and administration duties. Joining as a graduate you will complete the initial training, following which you will be responsible for - processing of new business applications servicing existing client records platform-based work valuations database management communications with clients product provider liaison The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
CB3 Associates Ltd
Senior Paraplanner
CB3 Associates Ltd Harrogate, Yorkshire
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Hays Specialist Recruitment Limited
Paraplanner
Hays Specialist Recruitment Limited Chester, Cheshire
Your new company A great job opportunity has arisen for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing firm of IFAs. The company have recently completed a new acquisition and are now seeking to build on their existing team of experienced paraplanners to work closely with financial advisers to support the financial planning process and ensure high-quality advice continues to be delivered to clients. Flexible working options. Your new role Working closely with Financial Advisers and Chartered Financial Planners to prepare financial advice and strategies tailored to clients' needs and identify investment opportunities where appropriate and in clients' best interests. Key responsibilities will include gathering key information to establish clients' financial circumstances, comprehensive research on financial products using financial planning software to model various scenarios and projections, preparing and reviewing investment proposals and reports for clients. What you'll need to succeed Minimum Level 4 Diploma in Financial Planning, ideally Chartered or progressing towards. You will also have proven experience as a paraplanner or financial analyst and be technically strong across the full range of financial planning, particularly in the areas of investments, pensions, personal tax and protection. Experience of using financial services back-office systems is also required. Financial Advisers seeking to move into a role which will utilise technical knowledge will also be considered. What you'll get in return In addition to a highly competitive basic salary and good benefits package, this is a great opportunity with a very good company which offers excellent long-term prospects for career development and managerial opportunities. Flexible working options. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Sep 01, 2025
Full time
Your new company A great job opportunity has arisen for a Diploma-qualified paraplanner to progress their career with a well-established and fast-growing firm of IFAs. The company have recently completed a new acquisition and are now seeking to build on their existing team of experienced paraplanners to work closely with financial advisers to support the financial planning process and ensure high-quality advice continues to be delivered to clients. Flexible working options. Your new role Working closely with Financial Advisers and Chartered Financial Planners to prepare financial advice and strategies tailored to clients' needs and identify investment opportunities where appropriate and in clients' best interests. Key responsibilities will include gathering key information to establish clients' financial circumstances, comprehensive research on financial products using financial planning software to model various scenarios and projections, preparing and reviewing investment proposals and reports for clients. What you'll need to succeed Minimum Level 4 Diploma in Financial Planning, ideally Chartered or progressing towards. You will also have proven experience as a paraplanner or financial analyst and be technically strong across the full range of financial planning, particularly in the areas of investments, pensions, personal tax and protection. Experience of using financial services back-office systems is also required. Financial Advisers seeking to move into a role which will utilise technical knowledge will also be considered. What you'll get in return In addition to a highly competitive basic salary and good benefits package, this is a great opportunity with a very good company which offers excellent long-term prospects for career development and managerial opportunities. Flexible working options. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Netbox Recruitment
Account Manager
Netbox Recruitment Dartford, London
Account Manager Up to 27k DOE- OTE 32k Dartford Monday- Friday 9am-5pm Permanent My growing and prestigious client based in Dartford is looking to recruit for an Account Manager to join their well established team of 5. You will be immersing yourself within the financial services industry engaging with lapsed clients, web enquires, client enquires and other methods to find the best solution for them to service their needs. NO COLD CALLING. You will be a non pushy individual with clients but knowing how close the deal/ find their solution to service them for the next year minimum. My client has an amazing culture where the team has long standing management and members of staff whom have become very knowledgeable through continuous internal and external training to ensure they are keeping up to date with FCA regulations and legislations but also new products coming to the team. Day to day of the Account Manager: Registering new and lapsed client details onto the internal system ensuring you are gaining correct identification and information. Presenting correct details of the individuals to third party to gain the perfect solution for them. Being honest with clients if you cannot help them at that point due to certain requirements but building a good relationship with them for possible future business. Managing lapsed clients, web enquires, inbound calls from new clients, and those who have signed up to the website with my client and engaging with them to understand their needs. Completing roughly 5060 quotes a week and trying to convert these into closing the deal but not being too pushy. Delivering fantastic customer service to client inbound enquires and passing onto relevant teams on clients needs. Adhering to FCA regulations and producing documentation for clients to ensure all businesses are protected and reading certain scripts due to nature of business. Identifying vulnerable clients and giving them as much support as possible to support their needs. Meeting targets and KPI's which can differ per month dependent on holiday, sickness and warm leads accessibility. Requirements of the Account Manager: Previous experience of working within the financial services industry such as banking, pensions, insurance, investments, debt recovery (desirable) Sales Expereince and teaching targets. Experience of delivering fantastic customer service via phone and email. Experience of reaching KPI's, that could be call numbers, booking appointments, meeting call quality etc Good numerical skills. Team player. Strong attention to detail. Longevity in your previous roles. Reliable on punctuality, loyalty, team player and positiveness. If you are interested in this Account Manager opportunity, please reach out to El on (phone number removed) opt 2 or hit apply!
Sep 01, 2025
Full time
Account Manager Up to 27k DOE- OTE 32k Dartford Monday- Friday 9am-5pm Permanent My growing and prestigious client based in Dartford is looking to recruit for an Account Manager to join their well established team of 5. You will be immersing yourself within the financial services industry engaging with lapsed clients, web enquires, client enquires and other methods to find the best solution for them to service their needs. NO COLD CALLING. You will be a non pushy individual with clients but knowing how close the deal/ find their solution to service them for the next year minimum. My client has an amazing culture where the team has long standing management and members of staff whom have become very knowledgeable through continuous internal and external training to ensure they are keeping up to date with FCA regulations and legislations but also new products coming to the team. Day to day of the Account Manager: Registering new and lapsed client details onto the internal system ensuring you are gaining correct identification and information. Presenting correct details of the individuals to third party to gain the perfect solution for them. Being honest with clients if you cannot help them at that point due to certain requirements but building a good relationship with them for possible future business. Managing lapsed clients, web enquires, inbound calls from new clients, and those who have signed up to the website with my client and engaging with them to understand their needs. Completing roughly 5060 quotes a week and trying to convert these into closing the deal but not being too pushy. Delivering fantastic customer service to client inbound enquires and passing onto relevant teams on clients needs. Adhering to FCA regulations and producing documentation for clients to ensure all businesses are protected and reading certain scripts due to nature of business. Identifying vulnerable clients and giving them as much support as possible to support their needs. Meeting targets and KPI's which can differ per month dependent on holiday, sickness and warm leads accessibility. Requirements of the Account Manager: Previous experience of working within the financial services industry such as banking, pensions, insurance, investments, debt recovery (desirable) Sales Expereince and teaching targets. Experience of delivering fantastic customer service via phone and email. Experience of reaching KPI's, that could be call numbers, booking appointments, meeting call quality etc Good numerical skills. Team player. Strong attention to detail. Longevity in your previous roles. Reliable on punctuality, loyalty, team player and positiveness. If you are interested in this Account Manager opportunity, please reach out to El on (phone number removed) opt 2 or hit apply!
NJR Recruitment
Senior IFA Administrator - Financial Planning
NJR Recruitment Warwick, Warwickshire
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Sep 01, 2025
Full time
Senior IFA Administrator - Financial Planning Location: Warwick Salary: Up to £35,000 DOE Benefits Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced Senior IFA Administrator to join their Warwick office. This is a varied and rewarding role where you'll be supporting Office Managers and Financial Planners in delivering a high-quality, compliant service to clients. You'll also act as a role model to the administration team, sharing expertise and helping to develop others. Key Responsibilities Prepare valuation reports, performance documentation, and adviser review packs Process new business and ensure all compliance documentation is in place Liaise with providers to obtain policy information, illustrations, and valuations Manage client instructions, withdrawals, and fund switches in line with FCA and MiFID II requirements Maintain accurate client records on the back-office system Provide post-review summaries to clients and keep them updated on progress Support complex cases across investments, pensions, protection, and mortgages Assist with research and prepare fund switch reports using FE Analytics Mentor and coach junior administrators to ensure consistent quality What We're Looking For Minimum of 5 years' experience as an IFA Administrator Proven ability to handle complex client work and high-profile cases Excellent communication and relationship management skills Strong technical knowledge of financial products and compliance requirements Proficient in back-office systems and Microsoft Office Exceptional attention to detail and organisational skills What's on Offer Salary up to £35,000 DOE 3% employer pension contribution 23 days holiday bank holidays (rising with service) Life cover (4x salary), income protection, company sick pay Employee Assistance Programme & financial wellbeing support Hybrid working - up to 2 days WFH Apply Now If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking business, we'd love to hear from you. Apply today NJR15961
Technology Director of Delivery and Operations
Harnham - Data & Analytics Recruitment
Technology Director London (Hybrid, 2-3 days per week on-site) Up to £120,000 + bonus The Company A global leader in rental housing investment, development, and management, operating across multiple countries and brands. With a diverse portfolio spanning student accommodation, family apartments, and short-stay properties, the business is scaling its European operations and strengthening its technology function. The Role As Technology Director for Delivery & Operations, you will oversee property operations technology across Europe. Working closely with digital product teams and senior stakeholders, you'll be responsible for implementing and enhancing core systems, managing high-value contracts, and ensuring technology enables seamless operational processes across the rental journey. Key Responsibilities Lead delivery and operations of property management systems across European markets. Act as decision-maker and advocate for new technology investments, including business case development. Manage a European delivery team plus offshore resources in India. Oversee implementation and optimisation of platforms such as Yardi, Entrata, and Salesforce. Drive efficiency and consistency in operational processes: from leasing to payments, deposits, and inventory. Candidate Profile Proven experience delivering and managing property management, hotel, or logistics systems. Background in real estate, property, or hospitality strongly preferred (retail also considered). Skilled in managing teams across multiple geographies and working with offshore service centres. Digitally minded, with a focus on operational delivery rather than product development. Confident stakeholder manager, able to operate at Director level in a global business. The Offer £120,000 base salary Annual bonus. Hybrid working, with 2-3 days per week on-site in Central London. Opportunity to shape technology delivery across multiple European markets.
Sep 01, 2025
Full time
Technology Director London (Hybrid, 2-3 days per week on-site) Up to £120,000 + bonus The Company A global leader in rental housing investment, development, and management, operating across multiple countries and brands. With a diverse portfolio spanning student accommodation, family apartments, and short-stay properties, the business is scaling its European operations and strengthening its technology function. The Role As Technology Director for Delivery & Operations, you will oversee property operations technology across Europe. Working closely with digital product teams and senior stakeholders, you'll be responsible for implementing and enhancing core systems, managing high-value contracts, and ensuring technology enables seamless operational processes across the rental journey. Key Responsibilities Lead delivery and operations of property management systems across European markets. Act as decision-maker and advocate for new technology investments, including business case development. Manage a European delivery team plus offshore resources in India. Oversee implementation and optimisation of platforms such as Yardi, Entrata, and Salesforce. Drive efficiency and consistency in operational processes: from leasing to payments, deposits, and inventory. Candidate Profile Proven experience delivering and managing property management, hotel, or logistics systems. Background in real estate, property, or hospitality strongly preferred (retail also considered). Skilled in managing teams across multiple geographies and working with offshore service centres. Digitally minded, with a focus on operational delivery rather than product development. Confident stakeholder manager, able to operate at Director level in a global business. The Offer £120,000 base salary Annual bonus. Hybrid working, with 2-3 days per week on-site in Central London. Opportunity to shape technology delivery across multiple European markets.
Web Manager
Morris Sinclair Recruitment Great Linford, Buckinghamshire
The Opportunity We are partnering with a dynamic technology company who are seeking a talented Senior Digital Marketing Manager to lead their online strategy and digital transformation. This is a fantastic opportunity for an experienced digital professional to take full ownership of multi-site web operations whilst contributing to exciting product development initiatives alongside senior technical leadership. The role offers the chance to shape digital strategy from the ground up, working with cutting-edge platforms and technologies to drive measurable business growth through enhanced online presence and customer engagement. Core Accountabilities Multi-Platform Management: Lead comprehensive digital estate including multiple WordPress environments, ensuring seamless user journeys and optimised conversion pathways Performance Optimisation: Drive continuous improvement of digital assets through data-driven insights, performance monitoring, and strategic enhancement initiatives Strategic Analysis: Conduct in-depth analysis of digital performance metrics, user behaviour patterns, and market intelligence to inform business strategy Campaign Leadership: Orchestrate integrated digital marketing campaigns from conception to delivery, ensuring optimal resource allocation and timeline adherence Vendor Relations: Manage strategic partnerships with external digital specialists to maximise campaign effectiveness and return on investment Technical Implementation: Apply advanced knowledge of search optimisation, paid media strategies, and performance enhancement methodologies Innovation Projects: Collaborate on forward-thinking initiatives to develop new digital revenue streams and enhance existing product offerings Experience Demonstrable growth in digital engagement, traffic acquisition, and conversion performance Enhanced search visibility and technical performance benchmarks Proven ROI improvement across all digital marketing investments Maintained brand coherence and elevated customer experience scores Successful delivery of strategic digital objectives within agreed parameters Candidate Profile Professional Background: 5+ years in senior marketing positions with substantial digital focus Extensive experience managing complex WordPress architectures and hosting environments Advanced proficiency with Google's marketing ecosystem and analytics platforms Strong technical capabilities across PHP, HTML, CSS, and JavaScript frameworks Comprehensive full-stack development experience Expertise in conversion optimisation, user experience design, and interface development Deep understanding of cybersecurity protocols, authentication systems, and compliance requirements Proven ability to implement complex API integrations and third-party systems Strategic Capabilities: Track record of delivering successful multi-channel digital strategies Advanced expertise in organic search, paid advertising, and technical optimisation Strong analytical mindset with experience interpreting complex data sets and KPIs Proven project leadership and external agency management experience Excellent stakeholder management and cross-departmental collaboration skills Academic Requirements: Honours degree in Computing, Digital Technology, Information Systems, or equivalent professional qualification Package & Benefits Schedule: Full-time position (35 hours weekly) with standard business hours Monday-Friday 9.00 - 17.00 Location: Milton Keynes headquarters with hybrid working arrangements Remuneration: Highly competitive salary commensurate with experience plus performance-related bonus structure Benefits: Comprehensive package including sustainable transport scheme, technology allowance, life cover, and additional company perks Development: Opportunity to work directly with C-suite executives on strategic product development initiatives Please note: Role may require occasional flexibility outside standard hours to support critical business activities.
Sep 01, 2025
Full time
The Opportunity We are partnering with a dynamic technology company who are seeking a talented Senior Digital Marketing Manager to lead their online strategy and digital transformation. This is a fantastic opportunity for an experienced digital professional to take full ownership of multi-site web operations whilst contributing to exciting product development initiatives alongside senior technical leadership. The role offers the chance to shape digital strategy from the ground up, working with cutting-edge platforms and technologies to drive measurable business growth through enhanced online presence and customer engagement. Core Accountabilities Multi-Platform Management: Lead comprehensive digital estate including multiple WordPress environments, ensuring seamless user journeys and optimised conversion pathways Performance Optimisation: Drive continuous improvement of digital assets through data-driven insights, performance monitoring, and strategic enhancement initiatives Strategic Analysis: Conduct in-depth analysis of digital performance metrics, user behaviour patterns, and market intelligence to inform business strategy Campaign Leadership: Orchestrate integrated digital marketing campaigns from conception to delivery, ensuring optimal resource allocation and timeline adherence Vendor Relations: Manage strategic partnerships with external digital specialists to maximise campaign effectiveness and return on investment Technical Implementation: Apply advanced knowledge of search optimisation, paid media strategies, and performance enhancement methodologies Innovation Projects: Collaborate on forward-thinking initiatives to develop new digital revenue streams and enhance existing product offerings Experience Demonstrable growth in digital engagement, traffic acquisition, and conversion performance Enhanced search visibility and technical performance benchmarks Proven ROI improvement across all digital marketing investments Maintained brand coherence and elevated customer experience scores Successful delivery of strategic digital objectives within agreed parameters Candidate Profile Professional Background: 5+ years in senior marketing positions with substantial digital focus Extensive experience managing complex WordPress architectures and hosting environments Advanced proficiency with Google's marketing ecosystem and analytics platforms Strong technical capabilities across PHP, HTML, CSS, and JavaScript frameworks Comprehensive full-stack development experience Expertise in conversion optimisation, user experience design, and interface development Deep understanding of cybersecurity protocols, authentication systems, and compliance requirements Proven ability to implement complex API integrations and third-party systems Strategic Capabilities: Track record of delivering successful multi-channel digital strategies Advanced expertise in organic search, paid advertising, and technical optimisation Strong analytical mindset with experience interpreting complex data sets and KPIs Proven project leadership and external agency management experience Excellent stakeholder management and cross-departmental collaboration skills Academic Requirements: Honours degree in Computing, Digital Technology, Information Systems, or equivalent professional qualification Package & Benefits Schedule: Full-time position (35 hours weekly) with standard business hours Monday-Friday 9.00 - 17.00 Location: Milton Keynes headquarters with hybrid working arrangements Remuneration: Highly competitive salary commensurate with experience plus performance-related bonus structure Benefits: Comprehensive package including sustainable transport scheme, technology allowance, life cover, and additional company perks Development: Opportunity to work directly with C-suite executives on strategic product development initiatives Please note: Role may require occasional flexibility outside standard hours to support critical business activities.
Blakemore Recruitment
Technical Paraplanner
Blakemore Recruitment Guildford, Surrey
We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients. Role Description They are looking for a Paraplanner to join the team on a hybrid basis, working at least some of the time from the offices, balanced with your home location if preferred. The Role and Opportunity They are seeking a Paraplanner to join their amazing team to continue to help deliver an outstanding experience for their clients. If successful you will join an incredibly dynamic team offering the option of hybrid office/home working, plus the benefit of ongoing training and support with your exams. Responsibilities Conducting regular strategy meetings with our Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. Efficiently summarise recommendation options for our Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds. To think independently and to work outside of formal template structures to help formulate highly individualised client reports. Using different software packages and technology to analyse data and propose effective client solutions. Update client records and business trackers promptly and accurately. Support the team and managers in the development of processes and ideas. Maintain a high degree of technical knowledge relating to core products through ongoing training and self-development. Skills and Qualifications Required At least three years in the industry. Level 4 Diploma in Financial Planning or higher. Advantageous to have specialist qualifications such as Long Term Care (CF8), Equity Release (ER1) and Pension Transfer (AF7) A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Experience of a variety of IT systems, preferably to include Intelligent Office and FE Analytics Previous experience of using different provider websites/platforms and knowledge of the overall application and administrative processes. Self-motivated and driven to succeed and deliver a first class service to clients. Good at problem solving and thinking outside the box. Excellent attention to detail. Ability to work well in a team. Hands on, can do approach to work. Company Benefits Pension scheme Cash Plan after 6 months employment £100,000 Death in Service Income Protection 23 days holiday up to 28 days (able to roll over up to 5 days each year) Closes over Christmas Gifts for Birthdays and Work Anniversaries Plenty of social events such as Tax Year End celebrations, Christmas Party and others Help with funding exams Free parking at the office Hybrid office and working from home Modern Laptop supplied Company contributions towards many other benefits such as home office kit
Sep 01, 2025
Full time
We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients. Role Description They are looking for a Paraplanner to join the team on a hybrid basis, working at least some of the time from the offices, balanced with your home location if preferred. The Role and Opportunity They are seeking a Paraplanner to join their amazing team to continue to help deliver an outstanding experience for their clients. If successful you will join an incredibly dynamic team offering the option of hybrid office/home working, plus the benefit of ongoing training and support with your exams. Responsibilities Conducting regular strategy meetings with our Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. Efficiently summarise recommendation options for our Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds. To think independently and to work outside of formal template structures to help formulate highly individualised client reports. Using different software packages and technology to analyse data and propose effective client solutions. Update client records and business trackers promptly and accurately. Support the team and managers in the development of processes and ideas. Maintain a high degree of technical knowledge relating to core products through ongoing training and self-development. Skills and Qualifications Required At least three years in the industry. Level 4 Diploma in Financial Planning or higher. Advantageous to have specialist qualifications such as Long Term Care (CF8), Equity Release (ER1) and Pension Transfer (AF7) A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Experience of a variety of IT systems, preferably to include Intelligent Office and FE Analytics Previous experience of using different provider websites/platforms and knowledge of the overall application and administrative processes. Self-motivated and driven to succeed and deliver a first class service to clients. Good at problem solving and thinking outside the box. Excellent attention to detail. Ability to work well in a team. Hands on, can do approach to work. Company Benefits Pension scheme Cash Plan after 6 months employment £100,000 Death in Service Income Protection 23 days holiday up to 28 days (able to roll over up to 5 days each year) Closes over Christmas Gifts for Birthdays and Work Anniversaries Plenty of social events such as Tax Year End celebrations, Christmas Party and others Help with funding exams Free parking at the office Hybrid office and working from home Modern Laptop supplied Company contributions towards many other benefits such as home office kit
Project Manager
Accelerated People Management Haywards Heath, Sussex
Project Manager Haywards Heath 50,000 - 55,000 + Industry First Projects + Progression + Training + Growing Group A rare and exciting opportunity for a Project Manager to join a growing group and take the lead on industry-first projects. With 5-6 years of CAPEX investments already planned, including decarbonisation, automation, and modernisation initiatives, you'll be at the forefront of driving operational improvement and long-term transformation across the business. This well-established manufacturer has been on a path of consistent growth since the 1990s and is now one of the largest and most respected groups in its sector, recognised for its outstanding product quality and customer service. Operating in a continually expanding industry, the company offers excellent stability, progression opportunities, and the chance to shape the future of its operations. They now seek a forward-thinking Project Manager ready to make a lasting impact within a highly regarded organisation. Your role as a Project Manager will include: Lead and deliver CAPEX projects on time and within budget Drive lean and continuous improvement initiatives across operations Collaborate with internal and external stakeholders to ensure transparency and alignment Prepare and maintain project documentation while tracking KPIs and performance metrics Ensure full compliance with company standards, health & safety, and external regulations The successful Project Manager will have: Proven track record of leading CAPEX projects within a manufacturing or production environment Strong knowledge of lean methodologies (Six Sigma, Kaizen) and continuous improvement practices Solid engineering background gained within the manufacturing sector Project management certifications (PRINCE2, PMP or equivalent) highly advantageous Please apply or call Tommy Reynolds for immediate consideration Key words: Operations Supervisor, Operations Manager, Production Manager, Production Supervisor, Production Team Lead, Production Team Leader, Quality Engineer, Quality Manager, Warehouse Manager, Supply Chain Manager, Shift Manager, FMCG, Manufacturing, Manufacturer, Production Planner, Continuous Improvement, Quality Control, Warehouse Supervisor, Factory Manager, Plant Manager, Workshop Manager, Production Engineer, Engineering, Operations, H&S, HSE, SHEQ, Engineering Manager, Process Engineer, Technical Manager, Maintenance, Maintenance Engineer, Site Manager, Sustainability, Innovation, Innovative, 5S, RCA, Root Cause, Project Planning, Procurement, Supply chain, ISO, Maresfield, Crawley, East Grinstead, Crowborough, Uckfield, Burgess Hill This vacancy is being advertised by Accelerated People Management Ltd. The services of Accelerated People Management Ltd are that of an Employment Agency. Accelerated People Management Ltd can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom. Potential candidates who do not have this right or permit, or are pending an application to obtain this right or permit should not apply as your details will not be processed. We will endeavour to respond to all applicants however due to the sheer volume of response, we can only guarantee that candidates who have been shortlisted will be contacted.
Sep 01, 2025
Full time
Project Manager Haywards Heath 50,000 - 55,000 + Industry First Projects + Progression + Training + Growing Group A rare and exciting opportunity for a Project Manager to join a growing group and take the lead on industry-first projects. With 5-6 years of CAPEX investments already planned, including decarbonisation, automation, and modernisation initiatives, you'll be at the forefront of driving operational improvement and long-term transformation across the business. This well-established manufacturer has been on a path of consistent growth since the 1990s and is now one of the largest and most respected groups in its sector, recognised for its outstanding product quality and customer service. Operating in a continually expanding industry, the company offers excellent stability, progression opportunities, and the chance to shape the future of its operations. They now seek a forward-thinking Project Manager ready to make a lasting impact within a highly regarded organisation. Your role as a Project Manager will include: Lead and deliver CAPEX projects on time and within budget Drive lean and continuous improvement initiatives across operations Collaborate with internal and external stakeholders to ensure transparency and alignment Prepare and maintain project documentation while tracking KPIs and performance metrics Ensure full compliance with company standards, health & safety, and external regulations The successful Project Manager will have: Proven track record of leading CAPEX projects within a manufacturing or production environment Strong knowledge of lean methodologies (Six Sigma, Kaizen) and continuous improvement practices Solid engineering background gained within the manufacturing sector Project management certifications (PRINCE2, PMP or equivalent) highly advantageous Please apply or call Tommy Reynolds for immediate consideration Key words: Operations Supervisor, Operations Manager, Production Manager, Production Supervisor, Production Team Lead, Production Team Leader, Quality Engineer, Quality Manager, Warehouse Manager, Supply Chain Manager, Shift Manager, FMCG, Manufacturing, Manufacturer, Production Planner, Continuous Improvement, Quality Control, Warehouse Supervisor, Factory Manager, Plant Manager, Workshop Manager, Production Engineer, Engineering, Operations, H&S, HSE, SHEQ, Engineering Manager, Process Engineer, Technical Manager, Maintenance, Maintenance Engineer, Site Manager, Sustainability, Innovation, Innovative, 5S, RCA, Root Cause, Project Planning, Procurement, Supply chain, ISO, Maresfield, Crawley, East Grinstead, Crowborough, Uckfield, Burgess Hill This vacancy is being advertised by Accelerated People Management Ltd. The services of Accelerated People Management Ltd are that of an Employment Agency. Accelerated People Management Ltd can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom. Potential candidates who do not have this right or permit, or are pending an application to obtain this right or permit should not apply as your details will not be processed. We will endeavour to respond to all applicants however due to the sheer volume of response, we can only guarantee that candidates who have been shortlisted will be contacted.

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