Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.Key responsibilities
Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectivesAnalysing client information and preparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching the market and recommending appropriate products and servicesDesigning and implementing financial strategiesSupporting clients to make informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing needs and circumstancesLiaising with product providers, head office and other professionals (e.g. solicitors, estate agents)Keeping up to date with financial products, legislation and regulatory requirementsProducing clear and compliant financial reports
About you
Level 4 Diploma qualified in Financial Planning (minimum requirement)(Chartered status advantageous but not essential)2 to 5 years’ experience as a Financial AdviserStrong knowledge of investments, pensions, tax planning and protectionExcellent communication and relationship-building skillsSelf-motivated, professional and well-organisedConfident working independently while also contributing to a team environment
What is on offer:
£50,000 to £55,000 basic salary (depending on experience and qualifications)Bonus structure + OTE £60,000+Existing client bank providedFull administrative and paraplanning supportSupportive, established business with genuine long-term career prospectsBenefits package to be discussed at interview stage
Interested? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Legal Advisor RTA Litigation
Liverpool: Hybrid working
Salary: Competitive
Are you an experienced RTA file handler looking for your next career move? Do you have a solid understanding of the Claimant claims process, with proven litigation experience? If so, this could be the perfect opportunity for you.
We are working with a well-established law firm currently undergoing a major transformation, with investment in people and technology to deliver market-leading legal services. As part of this growth, they are seeking a talented Legal Advisor to join their RTA team.
The Role
- You will be responsible for managing a caseload of Liability admitted RTA matters from instruction through to settlement, ensuring files progress efficiently while delivering exceptional service to clients. Duties include:
- Managing files proactively in line with timescales and compliance requirements.
- Reviewing medical evidence and valuing claims in line with Judicial College Guidelines and case law.
- Preparing cases for litigation, including drafting legal documents, briefing counsel, and handling court directions.
- Obtaining Schedules of Loss and supporting evidence for claims.
- Managing billing, KPIs, and financial targets effectively.
- Maintaining excellent housekeeping on files, including minimising write-offs and dealing with client queries.
About You
- To succeed in this role, you will have:
- Experience running your own Liability admitted caseload of RTA Fast Track matters.
- Strong knowledge of the litigation process, including Part 8 and MOJ portal claims.
- Confidence in assessing and reviewing medical reports.
- Excellent attention to detail and strong organisational skills.
- The ability to prioritise, work under pressure, and meet financial and performance targets.
- Strong IT skills, including Microsoft Office and case management systems.
Whats on Offer
- Competitive salary and benefits package.
- 25 days holiday plus the option to purchase an additional 5 days.
- Pension scheme, health cash plan, life assurance, and income protection.
- Hybrid working arrangements for a genuine work-life balance.
- The opportunity to progress your career with a forward-thinking, award-winning law firm.
How to Apply
If you would like to apply for this position, please send your updated CV to c.orrell@clayton-legal.co.uk
or call Chris on 0161 914 7357 to discuss the role further.....Read more...
Liaising with clients and obtaining information and documentation in order to update files
Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties
Helping existing clients to update their online portal
General office duties (taking calls, helping on reception, filing and arching old data)
Helping complete mortgage application data for pre-submission checks
Organising diary and scheduling appointments
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser
Employer Description:With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.
Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.
We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.Working Hours :Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.Skills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative....Read more...
Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually, moving on to telephoning warm leads and making appointments
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 – awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
Associate Director – Climate Advisory Climate17 is delighted to be supporting a high-growth climate advisory business in the appointment of an Associate Director to join its Client Advisory team. The Organisation Our client is a leading carbon credit intermediary working with some of the world’s largest organisations to deliver high-integrity climate solutions. They partner closely with corporate clients to design tailored carbon mitigation strategies, supporting nature restoration, carbon removal, and impactful climate projects globally. Operating at the forefront of climate action, the business combines commercial expertise with a deep commitment to sustainability, helping organisations translate ambition into measurable outcomes. The Role This is a senior commercial and advisory role within the organisation’s Client Advisory function - the commercial front line of the business. The Associate Director will work closely with senior client stakeholders, acting as a trusted advisor on carbon strategy while driving commercial growth and long-term partnerships. Key responsibilities include: Advising senior executives and leadership teams on carbon markets, climate strategy, and mitigation approaches.Designing bespoke carbon and nature-based solutions aligned to client objectives.Building and maintaining long-term relationships with large, global organisations.Driving new business growth within a fast-paced, entrepreneurial environment.Collaborating closely with internal teams, including project and delivery functions.Contributing to the development of go-to-market strategy, client propositions, and product design.This role offers significant exposure to leadership, influence over strategy, and the opportunity to help shape a rapidly growing climate-focused business. About You The successful candidate will be a commercially minded advisor with a strong interest in sustainability and climate impact. 5 - 8 years’ experience in client advisory, business development, or commercial roles.Demonstrated experience working directly with senior management and C-suite stakeholders.A clear passion for sustainability and climate solutions; experience of carbon markets is advantageous.Familiarity with financial products, professional services, or advisory environments.Confidence, energy, and creativity, with the ability to develop tailored solutions.Comfort working in a high-growth, start-up or scale-up environment. What’s on Offer Competitive base salary with performance-related incentive (OTE).Participation in an equity options pool.Flexible hybrid working arrangements.Generous annual leave allowance plus additional company holidays.Opportunities for on-site project visits and sector networking.A collaborative, mission-driven culture with strong growth ambitions.The opportunity to make a tangible contribution to global climate action.....Read more...
Digital Design Lead | Wealth Management Platform
12-Month Contract | Melbourne | Hybrid
An opportunity has opened for an experienced Digital Design Lead to step into a high-impact leadership role within a large-scale wealth management platform environment. This contract role will see you leading an established UX design team while shaping the next phase of design maturity across a complex, advisor-facing digital ecosystem.
This role is ideal for someone who thrives in design leadership, enjoys working closely with product and engineering teams, and brings deep experience designing B2B platforms within regulated financial services environments.
The Opportunity
As the Digital Design Lead, you’ll take ownership of the UX/UI vision across a market-leading digital platform used daily by financial advisers. You’ll lead a team of designers, set clear design direction, and embed strong design systems and ways of working across the product lifecycle.
While this role is strategic and people-focused, you’ll remain close enough to the work to provide guidance, review outputs, and ensure high-quality, consistent design outcomes. You’ll also play a key role in evolving design practices, including the rollout of a new design system and the responsible adoption of AI-enabled design and delivery tools.
What You’ll Be Doing
Design Leadership & Team Enablement
Lead, coach and develop a team of UX designers, building capability, confidence and consistency
Set clear expectations, provide design direction, and review work to ensure quality outcomes
Foster strong collaboration between design, product and engineering teams
Embed user-centred design thinking into day-to-day delivery
Design Systems & Governance
Lead the establishment and governance of a Material Design–based design system
Ensure design standards are embedded into in-house product development workflows
Drive consistency across complex digital experiences while balancing business and user needs
Educate stakeholders on design principles, standards and best practice
End-to-End Design Delivery
Own design outcomes from discovery through to implementation
Partner closely with in-house product managers and engineers to ensure designs are feasible and delivered as intended
Improve handover processes and reduce friction between design and development
Stakeholder Engagement & Influence
Act as a trusted design voice across the organisation
Influence senior stakeholders on UX and design decisions
Navigate competing priorities while maintaining momentum and quality
Support change management as new systems and ways of working are adopted
Customer & Advisor Experience
Champion customer-centred design for external, B2B users
Engage directly with financial advisers to understand real-world workflows and needs
Strengthen research and usability testing practices and translate insights into clear design direction
Future-Focused Design
Support the evolution of design and delivery through AI-enabled tools and workflows
Bring curiosity, ideas or hands-on exposure to AI-assisted design, research or development
What We’re Looking For
Proven experience leading and developing UX or digital design teams
Strong background designing B2B digital platforms, ideally advisor- or enterprise-facing
Experience working in-house alongside product managers and software engineers
Hands-on experience establishing, scaling and governing design systems
Strong understanding of end-to-end digital product delivery
Ability to influence without authority in complex, regulated environments
A collaborative, pragmatic leadership style with a contractor mindset
Industry experience in wealth management, financial advice, fintech or similar B2B domains is highly regarded.
Why This Role?
High-impact leadership role with real autonomy
Opportunity to shape design maturity, systems and ways of working
Exposure to major digital platform transformation initiatives
Strong partnership with experienced product and technology leaders
Direct engagement with real users in the financial advice community
If you're excited by this opportunity, please click APPLY to submit your application. For a confidential discussion, please reach out to Agnes at jbarker@parityconsulting.com.au.
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. At Parity, we believe in people, not just data. Every application is reviewed by a real person, ensuring your experience and individuality are genuinely valued throughout the recruitment process.....Read more...
We are looking for a Health, Safety, Environment and Technology (SHET) Level 3 Apprentice to join our team.
Working from the NE Office (which is based within Organon in Cramlington) this role is ideal for someone starting their career who wants to learn about health and safety in construction and manufacturing.
You will be supported and mentored by experienced Health & Safety professionals. Over time, you will develop into a Health & Safety Technical Administrator, with the long-term opportunity to progress to a Site Health & Safety Advisor.
With training and support, you will eventually be able to:
Record and follow up Safety Observation Reports (SORs)
Help manage project health and safety statistics
Complete monthly safety reports and KPI scorecards
Help prepare and issue a monthly Health & Safety newsletter
Attend weekly contractor safety meetings and take minutes
Record and organise safety documents
Manage contractor training records
Support the Approved Contractor database
Help run site inductions
Check contractor qualifications (e.g. CSCS, PASMA)
Support Health & Safety Advisors on site
Attend site inspections and meetings
Assist with accident and near-miss investigations
Keep your own training and CPD records up to date
What We Are Looking For:
An interest in health and safety
Willingness to learn and develop
Good organisation and communication skillsAbility to work well in a small team
Basic IT skills
A positive and responsible attitude
No previous experience is required - full training will be provided
Training:
Candidates will work towards a level Safety, health and environmental qualification
All candidates will be required to do an End Point Assessment
Training Outcome:
Full time employment upon completion of the apprenticeship
Employer Description:BAILEYGOMM is a specialist Design Consultancy within the Built Environment and is experienced in engineering and infrastructure projects, from single building refurbishments, to full-scale facility development and Master Plan implementation. The company works in all sectors, which provides great cross-fertilisation of ideas between different work genres. Our resources incorporate a full Mechanical, Electrical and Public Health design team enabling us to provide comprehensive support for any project. We are very aware of the financial constraints that impact on all our customers and pride ourselves in finding cost-effective solutions. We are a company with a flexible approach, enabling us to find a solution that works for our clients.Working Hours :Monday - Friday, 8.00am - 4.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Customer Success ManagerLocation: Remote in the USA (North America Travel Required)Salary: $70,000-$85,000 plus bonus Our client is a global FoodTech company focused on transforming the restaurant industry with innovative solutions that enhance food quality and operational efficiency. They are now seeking a Customer Success Manager to join their growing team.In this key role, you will launch and manage pilot trials with customers across North America, showcasing the financial and environmental benefits of the product. You will build strong relationships and ensure successful implementations.This role requires strategic thinking, hands-on execution, and excellent interpersonal skills. If you are passionate about customer success, experienced in project management, and open to frequent travel to deliver measurable impact for clients, we want to hear from you.Responsibilities:
Design, implement, and manage pilot trials with customers across North America, demonstrating the product’s value while tracking key success metrics and reporting insights to inform continuous improvement.Build and maintain strong, long-lasting relationships with key customer stakeholders, acting as a trusted advisor and ensuring successful adoption and loyalty.Develop and deliver training programs for customer staff, enabling them to effectively use and champion the product internally.Manage multiple complex projects and third-party vendors, coordinating installation, support services, and ensuring timely, high-quality delivery.Recruit, onboard, and lead a high-performing Customer Success team while representing the company at industry events, gathering feedback, and acting as a passionate product evangelist.
Qualifications:
Bachelor’s degree in Business, Marketing, Hospitality, Environmental Science, or a related field, with 5+ years in customer success, account, or project management, ideally in restaurants, hospitality, or commercial kitchens.Proven experience managing pilot programs, new product introductions, and multiple complex projects, with proficiency in project management tools and CRM software (e.g., Salesforce).Strong understanding of operational and environmental challenges in restaurant and commercial kitchen settings, with the ability to translate technical information clearly to diverse audiences.Exceptional communication, interpersonal, and relationship-building skills, with a track record of engaging senior-level executives and fostering trust.Highly organized, proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment, with willingness to travel extensively across North America.
If you are keen to discuss the details further, please apply today or send your cv to Nas at COREcruitment dot comDue to the volume of application, we may not be able to provide feedback to all applicants. If you haven’t heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out!....Read more...
Field Customer Success Manager – RestaurantsLocation: Remote in the USA (North America Travel Required)Salary: $70,000-$85,000 plus bonus Our client is a global FoodTech company focused on transforming the restaurant industry with innovative solutions that enhance food quality and operational efficiency. They are now seeking a Customer Success Manager to join their growing team.In this key role, you will launch and manage pilot trials with customers across North America, showcasing the financial and environmental benefits of the product. You will build strong relationships and ensure successful implementations.This role requires strategic thinking, hands-on execution, and excellent interpersonal skills. If you are passionate about customer success, experienced in project management, and open to frequent travel to deliver measurable impact for clients, we want to hear from you.Responsibilities:
Design, implement, and manage pilot trials with customers across North America, demonstrating the product’s value while tracking key success metrics and reporting insights to inform continuous improvement.Build and maintain strong, long-lasting relationships with key customer stakeholders, acting as a trusted advisor and ensuring successful adoption and loyalty.Develop and deliver training programs for customer staff, enabling them to effectively use and champion the product internally.Manage multiple complex projects and third-party vendors, coordinating installation, support services, and ensuring timely, high-quality delivery.Recruit, onboard, and lead a high-performing Customer Success team while representing the company at industry events, gathering feedback, and acting as a passionate product evangelist.
Qualifications:
Bachelor’s degree in Business, Marketing, Hospitality, Environmental Science, or a related field, with 5+ years in customer success, account, or project management, ideally in restaurants, hospitality, or commercial kitchens.Proven experience managing pilot programs, new product introductions, and multiple complex projects, with proficiency in project management tools and CRM software (e.g., Salesforce).Strong understanding of operational and environmental challenges in restaurant and commercial kitchen settings, with the ability to translate technical information clearly to diverse audiences.Exceptional communication, interpersonal, and relationship-building skills, with a track record of engaging senior-level executives and fostering trust.Highly organized, proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment, with willingness to travel extensively across North America.
If you are keen to discuss the details further, please apply today or send your cv to Nas at COREcruitment dot comDue to the volume of application, we may not be able to provide feedback to all applicants. If you haven’t heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out!....Read more...
