Trainee Financial Adviser Salary up to 45k dependent on skills and experience24-month pathway programmeFull time permanent roleHybrid working, London officeWe are building the next generation of high-performing financial advisers.This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser – with the support, training, and mentorship of our hugely experienced team.Radcliffe and Newlands Wealth are looking for level 4 qualified individuals with experience of working within a paraplanning role previously.You must have successfully completed the full CII Diploma in Regulated Financial Planning (Level 4) or an equivalent Level 4 qualification. Candidates currently studying towards Level 4 are not eligible.What we provide
Clear pathway to becoming an adviserHands-on mentorshipReal exposure to clients early onStructured development in a team environmentClear milestones and defined progression checkpointsIncreasing responsibility over time
Your 3 phase pathwayPhase 1: Foundation (Months 0–6)Learn the craft
Supporting a top IFA in live casesWriting suitability reportsBuilding and interpreting cashflow modelsExposure to client meetingsTraining in Voyant, FE Analytics, Intelligent OfficeLearning how advice is structured end-to-end
Phase 2: Development (months 6–15)Start owning parts of the advice process
Running sections of client meetingsPresenting financial planning recommendations internallyIncreasing responsibility on casesLearning client relationship managementDeveloping confidence in advice conversations
Phase 3: Transition to Adviser (months 15–24)Increase your client facing time
Lead your own client meetingsTake ownership of advice deliveryDeveloping relationships with clientsOngoing coaching from senior advisers
Personal attributes and ambitions
This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support roleStrong technical grounding (Level 4 qualified at the outset)Confident communicatingCurious and commercially awareKeen to use modern tools, including AI, to improve productivity
We are looking for someone who enjoys building relationships and is excited by the prospect of becoming a trusted adviser. Strong communication skills and commercial awareness are just as important as technical knowledge.Interested? Send your cv today to be considered for this fantastic opportunity. INDLSEquals 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...
Financial Planner / IFADoncaster£55,000 basic + bonus + benefitsExisting client bank provided | Immediate start availableAre you an experienced Financial Adviser looking to focus on advising clients rather than generating leads?A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster.This is an excellent opportunity to inherit an established client bank from day one and join a supportive, growing wealth management business. With a dedicated team of paraplanners and administrators handling much of the back-office work, you will have more time to do what you do best-build trusted client relationships and deliver high-quality financial advice.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 recommendations to meet each client’s individual goals and circumstances.Key Responsibilities
Conducting detailed reviews of clients’ financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing financial needsLiaising with providers, professional connections and internal teamsKeeping up to date with industry regulations and market developmentsProducing clear and compliant financial reports
About You
Level 4 Diploma qualified in Financial Planning (minimum requirement)Chartered status advantageous but not essentialPrevious experience as a Financial Adviser / Financial Planner / IFAStrong knowledge of pensions, investments, tax planning and protectionExcellent communication and relationship-building skillsProfessional, organised and client-focused approachAble to work independently whilst contributing positively to the wider team
What’s on Offer
£55,000 basic salary depending on experienceBonus structure Existing client bank providedFull paraplanning and administrative supportEstablished pipeline and long-term client relationshipsSupportive and established business environmentGenuine long-term career prospectsAdditional benefits discussed at interview stage
Interested in this Financial Planner role? Please apply with your updated CV. INDHSEquals 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...
Outstanding opportunity for an ambitious sales and recruitment professional to drive growth within the thriving financial services sectorAre you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive financial networks, helping qualified advisers discover a business model that truly puts their success first.Company OverviewThis company stands apart in financial services with a refreshingly honest approach – advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises.The RoleThis is where relationship building meets results-driven sales. You'll be the vital link connecting qualified financial advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self-employed advisers who value independence, competitive earnings, and comprehensive support.Primary Responsibilities:Identify and engage qualified financial advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential Skills and Experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of financial services beneficial, but full training provided for the right candidateWhy This Role MattersThe financial services landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees – a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network.What We Offer:Competitive base salary with uncapped commission structure – suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions:You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Supporting Advisers, and Paraplanners in service delivery
Dealing with client queries and providing a friendly and professional point of contact
Accurate real time use of back-office system and a range of planning support tools
Preparing documentation for meetings
Processing new business from the adviser team
Processing transactions and trade requests across our preferred platforms
Creating client portfolio valuations
Creating annual review packs for the financial planners
Consulting with providers, paraplanners and financial planners
Training Outcome:Financial Services Admin Level 3.Employer Description:Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning and financial planning for individuals.Working Hours :Monday - Friday. Shifts TBC.Skills: Communication skills,IT skills,Attention to detail....Read more...
Month 1-6:
Join the customer contact team as a trainee Customer Relationship Manager, taking ownership of customer and estate agency leads.
Speak with customers to understand their circumstances, build trust and secure commitment to mortgage, protection and follow-up appointments.
Develop confidence using the CRM, diary management and mortgage-related software systems, while maintaining accurate and professional customer records.
Build a practical understanding of the mortgage journey, required documentation, service standards, compliance requirements and wider referral opportunities.
Month 7-12:
Work alongside experienced mortgage brokers within a branch-based advisory team and progressively take on greater responsibility for client and case support.
Observe and support live customer appointments, including initial consultations, mortgage sign-ups and protection discussions.
Request, review and organise customer documentation, ensuring information is complete, accurate and ready for the advice process.
Support Agreements in Principle and mortgage applications, learning how cases progress from initial enquiry through to submission.
Complete supervised compliance and quality checks, developing a clear understanding of regulated advice standards and customer outcomes.
Spend time with case managers to understand the post-sale process, lender communication and the customer journey through to completion.
Following completion of CeMAP 1, 2 and 3, attend the MAB Academy programme in preparation for final competency sign-off and adviser authorisation.
Training:The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification.
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser.
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:
Certificate in Mortgage Advice and Practice (CeMAP1,2,3) - awarded by The London Institute of Banking and Finance (LIBF)
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role
To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors
Training Outcome:
Successful completion of this apprenticeship scheme and training will lead to a full time employed position with the firm as a Mortgage Broker
Employer Description:Balgores Financial Services provides mortgage and associated financial services advice to customers across Essex and the surrounding area. We support first-time buyers, home movers, landlords and remortgage customers, as well as helping clients protect themselves and their families. Through our partner businesses, customers can also access commercial lending and wider financial planning services. Our established estate agency network provides a high-volume, commercially focused environment in which ambitious advisers can build long-term careers.Working Hours :Monday - Friday, 9.00am - 6.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Analytical skills,Logical,Team working,Initiative,Commercial awareness,Relationship building,Customer engagement....Read more...
Create and schedule social media content for our customer and mortgage adviser audiences
Write and build email campaigns, newsletters and automated communications
Research and write website blogs, articles and other digital content
Produce simple graphics, images and videos using approved templates and software
Help plan content calendars and multi-channel marketing campaigns
Update website pages and check that published content is accurate
Monitor campaign results, website traffic, email engagement and social media performance
Respond to online comments and messages, escalating enquiries when needed
Research customer interests, industry trends and competitor activity
Follow Momentum’s brand guidelines, data protection requirements and FCA financial-promotion approval procedures
Complete training and apprenticeship activities during working hours
Training:Training will take place during paid working hours through a combination of workplace learning and sessions delivered by Bauer Academy. The exact workshop timetable, frequency and delivery format will be confirmed with the training provider before enrolment.Training Outcome:On successful completion of the apprenticeship, there may be an opportunity to progress into a permanent Marketing Executive role within Momentum. With further experience, progression could include Digital Marketing Executive, Content Marketing Executive, Senior Marketing Executive or Marketing Manager, supporting both our customer and adviser network channels.Employer Description:Momentum Financial Services Ltd is a growing, FCA-authorised financial services firm based in Sevenoaks, Kent. Trading as Momentum Mortgages, we help customers across the UK with mortgages, commercial finance, protection and insurance. We pride ourselves on providing clear, personal advice and a supportive working environment. The successful apprentice will receive structured training, ongoing coaching and opportunities to build a long-term career within the business.Working Hours :Monday to Friday, 9.00am to 5.30pm, with a one-hour unpaid lunch break. Apprenticeship training will take place during paid working hours. Occasional attendance at events may be required with advance notice.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Team working,Creative,Initiative,Strong written English,Willingness to learn,Interest in social media....Read more...
Core-Asset Consulting is working with a leading financial services organisation to recruit a number of Customer Service Advisers. There are opportunities across two areas of the operation: administration and telephony. Both roles are focused on delivering a high standard of service and positive customer outcomes within a fast-paced operational environment. These are contract roles running until the end of May 2027 and based in the Gyle area of Edinburgh. Essential Skills • Previous experience in a customer service, administrative or operational environment. • Strong written and verbal communication skills. • Excellent attention to detail and the ability to process information accurately. Desirable Skills • Strong organisational skills, with the ability to prioritise workloads and manage multiple tasks. • Previous experience within financial services, particularly platforms, pensions or investments would be beneficial. • Good problem-solving skills and confidence investigating issues through to resolution. • A positive and collaborative approach, with the ability to work effectively within a team. • Good digital literacy and confidence using a variety of systems and applications. • A customer-focused mindset with a commitment to delivering excellent outcomes. • The ability to adapt to changing priorities within a fast-paced operational environment. Core Responsibilities • Process customer and adviser requests accurately and within agreed service levels. • Investigate and resolve customer and adviser queries, liaising with internal teams and stakeholders where required. • Maintain accurate customer records and update information in line with business procedures and regulatory requirements. • Act as a first point of contact for advisers and customers through telephony and digital support channels (telephony role). • Support outbound customer contact and complete customer requests. (telephony role) • Handle inbound customer and adviser queries once fully trained (telephony role). • Deliver excellent customer service and resolve issues efficiently.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Main Duties:
Support advisers with actions arising from annual and biennial client reviews
Prepare and issue client correspondence and ongoing service documentation
Liaise with pension providers and investment companies to obtain information and process requests
Maintain accurate client records using the firm's CRM system
Monitor ongoing service workflows and ensure adviser actions are completed within agreed timescales
Assist with general client correspondence and provider communications
Support the administration team with day-to-day business administration tasks
Ensure all work is completed accurately and in line with FCA compliance procedures
Handle confidential client information in accordance with GDPR and company policies
Support advisers with cash flow analysis and technical planning work as your knowledge develops
Undertake any other duties consistent with the nature of the role
Training:As an apprentice, you will receive support through both on-the-job learning and formal training as part of your apprenticeship programme.
This will typically include:
Study towards a Level 3 Business Administrator Apprenticeship Standard
Ongoing one-to-one mentoring from experienced financial planners and administrators
Practical training in financial planning administration, pensions and investments
Experience using industry-leading financial planning systems and provider platforms
Development of technical knowledge, organisational skills and FCA compliance awareness
Opportunity to study towards professional qualifications with the Chartered Insurance Institute (CII) as your knowledge and experience develop
Training Outcome:Karrek Chartered Financial Planners is committed to developing talent from within. Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner or Financial Adviser, alongside continued professional development and support towards industry qualifications.Employer Description:Inspire ATA is an official Flexi-Job Apprenticeship Agency, licenced by the Department for Education. Currently ranked 1st in the Rate My Apprenticeship Top 100 Apprenticeship Employers in the UK Award 2024-2025. Inspire ATA specialises in creating apprenticeship opportunities, where we recruit and employ the apprentice on behalf of our host clients, enabling us to offer additional support and a better experience for both the apprentice and the client as the experts in the industry. We arrange the most suitable and appropriate apprenticeship training from one of our partnered training providers. If you are successful in securing an apprenticeship with Inspire ATA, it is important to understand that Inspire ATA will be your employer and the apprenticeship placement will be a separate organisation that simply hosts you as an apprentice. As a Flexi-Job Apprenticeship Agency, Inspire ATA performs an important role in developing the UK labour market and it is our responsibility to ensure that talent is recognised, developed, and matched with business needs, whatever the background of the individual, irrespective of gender, race, disability, age, religion or belief, relationship orientation, marital or civil partnership status, pregnancy or maternity and gender reassignment. We are proud of the diverse nature of our business and work with clients to ensure that all candidates are treated with courtesy and respect.
Working Hours :Monday - Friday 9.00am - 5.00pm (1 hour lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Initiative....Read more...
Reporting to the Office Manager and Admin Manager on day-to-day tasks:
Write client review letters
Prepare new business illustrations
Update company CRM system
Communicate with new and existing clients
Assist the Financial Advisers with their day-to-day tasks
Develop a good understanding of client-facing systems
Prepare reports for financial advisers
Speak with providers to obtain information on client’s accounts
Prepare packs for client meetings
Training:Level 3 Financial Services Administrator.Training Outcome:At Edginton Stanley, the Financial Administrator Apprenticeship provides an excellent entry point into the financial services sector, offering a structured pathway to develop professional skills, industry knowledge, and valuable experience in financial administration and client support.
We are dedicated to investing in our apprentices through comprehensive training, ongoing mentorship, and continuous professional development. The successful candidate will receive the support needed to build confidence, gain a thorough understanding of the role, and develop the skills required for a successful career within the business.
This is a permanent position, with the apprenticeship forming the first two years of employment. For individuals who demonstrate strong aptitude, commitment, and ambition, there will be opportunities for further career progression, including the potential to advance into advisory roles and pursue training towards becoming a Financial Adviser.Employer Description:Edginton Stanley Wealth Management provide tailored regulated face to face advice to individuals and businesses to protect, preserve and grow their wealth.Working Hours :Monday - Friday, 9am - 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Eager to learn,Discrete and trustworthy,Numerical skills,Proactive attitude....Read more...
The Apprentice Administrator will help to:
Support the smooth progression of mortgage and financial planning cases
Assist with mortgage lender, solicitor, and provider follow-up
Maintain accurate client records and workflow updates
Support administration teams with day-to-day operational tasks
Develop knowledge and understanding of mortgage and financial planning processes
Maintain high standards of client communication and professionalism
Support the overall organisation and efficiency of the business
Training:
The post holder will complete their apprenticeship with City Skills, attending remote (will be conducted at the office) sessions bi-weekly and completing coursework alongside the role
You will also receive in-house training support as well as external training to help with your apprenticeship
Training Outcome:
Upon successful completion of the apprenticeship, there is a strong possibility of progressing into a full‑time Office Administrator role within the company
Potential progression to become a mortgage or financial adviser once spent more time as a office administrator
Employer Description:Voyage Financial Planning is an independent financial advisory firm based in Romsey, Hampshire, UK. The company provides personalised financial planning and wealth management services to individuals, families, and business owners. Its expertise includes investment planning, retirement and pension advice, inheritance tax planning, mortgage and protection advice, and long-term wealth preservation. Voyage Financial Planning focuses on building lasting client relationships by delivering tailored financial strategies that help clients grow, protect, and pass on their wealth with confidence. The firm is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).Working Hours :Monday to Friday 9am to 5pm with 1 hour lunch break- 35 hour working week.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Non judgemental,Patience....Read more...
Answering telephone calls and developing professional telephone etiquette.
Speaking with clients and financial product providers.
Scanning, organising and managing important documents.
Supporting the directors, advisers and administrators with day-to-day tasks and projects.
Using their back-office systems and CRM, including data cleansing and maintaining accurate records.
Assisting with the submission and processing of new financial business.
Supporting the accounts function when required, including invoicing.
Taking meeting minutes and helping to keep accurate records.
Writing professional letters and emails to clients.
Using Microsoft Office, including Word, Excel and Outlook, to support the business.
Developing your awareness of cyber security and completing relevant training.
Learning about financial products and the wider financial services industry, if this is an area you are interested in.
Training:The Level 2 Apprenticeship in Customer Service Practitioner includes:
Level 2 Standard in Customer Service Practitioner
Level 1 Functional Skills in Mathematics
Level 1 Functional Skills in English
You will attend a half-day session with HBTC where you will develop your customer service knowledge and skills, and work towards any functional skills that you have to take. An End Point Assessment is also included as part of the programme.Training Outcome:This Apprenticeship offers an excellent opportunity to develop valuable skills, knowledge, and workplace experience. Upon successful completion, there may be opportunities for permanent employment, career progression within the company, or progression onto higher-level qualifications or further education.Employer Description:Minster Financial Management is a young, growing Independent Financial Adviser (IFA) business. They work hard, but they also believe in creating a friendly, supportive and enjoyable working environment where everyone has the opportunity to learn and progress. They already have three members of the team completing apprenticeship schemes. They don’t just see an apprenticeship as a qualification; they see it as the beginning of a potential long-term career with them.Working Hours :Monday to Friday, 10.00am - 3.00pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Initiative....Read more...
As an Apprentice Financial Services Administrator, you will become an important part of the team at Asset Wealth Advisory, supporting our financial advisers and helping us deliver a high-quality service to our clients.
Your day-to-day role will involve supporting the administration of our clients’ financial arrangements, including pensions, investments and savings. You will work closely with experienced members of the team and develop an understanding of the financial advice process from initial client contact through to implementation and ongoing reviews.
Key responsibilities will include:
Supporting financial advisers with day-to-day client administration
Preparing documentation for client meetings and annual reviews
Processing pension and investment applications
Contacting providers to obtain policy and investment information
Preparing and issuing Letters of Authority
Updating and maintaining accurate client records on our systems
Monitoring pension and investment transfers and following up with providers
Helping to ensure client files meet regulatory and compliance requirements
Communicating professionally with clients, providers and other third parties
Assisting with general office administration and diary management
Learning about pensions, investments, taxation and financial planning as your knowledge develops
We are looking for someone who wants more than simply an administrative role.
We are committed to supporting the successful candidate in building a long-term and rewarding career within financial services. As your knowledge, experience and qualifications develop, there will be opportunities to take on greater responsibility and potentially progress into paraplanning and, in the future, financial advice if this is the career path you wish to pursue.Training:Financial Services Administrator (Level 3) Training Outcome:As experience is gained and professional qualifications are achieved, there will be opportunities to progress from a Financial Services Administrator role into a Paraplanner position and, ultimately, to become a qualified Wealth Manager or Financial Adviser for those wishing to pursue this career path.Employer Description:Asset Wealth take the time to understand what matters most to their clients so that a financial plan can bring clarity, confidence and peace of mindWorking Hours :Monday to Friday, 9:00am - 5:00pm, with a one-hour unpaid lunch break each day.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Patience,Professional and friendly,Work independently,Punctual/Reliable,Eager to learn,Ambitious/motivated....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.The CompanyThis dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.Your RoleAs an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory ServicesThe wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
Candidates will be responsible for servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers. Candidates will also be supporting the paraplanning team, analysing information and conducting basic plan and fund research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Key responsibilities and accountabilities:
Responsible for providing support to the paraplanners within the team
Receiving and acting on instructions from advisers and paraplanners following client meetings.
Maintaining accurate records using our internal back office system.
Creating and producing suitability letters and reports in line with the paraplanning training program.
Analysing data and using research tools to provide solutions to meet client needs and objectives.
Providing records to support research undertaken.
Obtaining illustrations and product information from providers
Liaising with clients and product providers on outstanding documents and queries.
Ensuring all client files are compliant on an ongoing basis.
Training:An apprenticeship includes regular training with a college or other training organisation. Off-the-job training will follow the time allocations outlined in the Occupational Standard.
College or training organisationSKILLS EDGE TRAINING LTD.
Your training courseParaplanner and financial planner.
Equal to Level 4 (Higher national certificate).
Your training planYou will access your training online from the employers site address.Training Outcome:Progression to paraplanner, senior paraplanner or desk based adviser.Employer Description:Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. Apogee currently manages over £420m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalismWorking Hours :Monday to Friday 7.5 hours per day between 8am and 6pm with flexible working.
Core hours are 10am to 4pm
37.5 hours per week.
30 mins to 2 hours for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Analytical skills,Logical,Team working....Read more...
Finance Director£80,000 | Permanent | Ideally Full-time although Part-time may be consideredLocation: Wincanton, Somerset Are you a commercially minded Chartered Accountant who wants genuine influence, rather than simply another FD title?This is an opportunity to join an ambitious, growing UK food manufacturing business at an exciting stage of its development.. Reporting directly to the Managing Director, you'll have a genuine seat at the table, helping shape strategy, improve profitability, strengthen cash generation and support the next phase of growth….and this isn't a "manage from a distance" FD role. We're looking for someone who enjoys getting into the detail — someone equally comfortable discussing strategy, investment and growth with the Board as they are working alongside a small finance team to solve a day-to-day issue.If you want responsibility, influence and the opportunity to see the direct impact of your decisions, this could be the role for you.Why this role? - You'll have the opportunity to:
Shape the financial strategy of a growing £7m business.Work directly with the Managing Director and senior leadership team.Influence profitability, pricing, investment and growth decisions.Take ownership of cash flow, working capital and banking relationships.Improve manufacturing and operational performance through better financial insight.Lead and develop a small finance team.Build better systems, controls, reporting and commercial processes.Play a key role in determining where the business goes next.
This is a role where finance is not simply a support function — you'll be a key part of the decision-making process.What you'll be doingYou'll take overall responsibility for the finance function, balancing strategic leadership with hands-on financial management.Strategy & Commercial Finance
Act as a trusted adviser and commercial partner to the Managing Director.Develop the financial strategy and three-year financial plan.Lead budgets, forecasts and rolling financial planning.Provide analysis to improve profitability, margins and shareholder value.Support pricing, investment, capital expenditure and growth decisions.Identify opportunities to improve commercial and operational performance.
Financial Management
Lead the production of accurate monthly management accounts.Prepare Board reporting and meaningful KPI dashboards.Maintain strong financial controls and balance sheet integrity.Lead year-end and statutory reporting.Manage external accountants, auditors and professional advisers.
Cash & Working Capital
Own cash flow forecasting and working capital management.Monitor debtors, creditors and stock.Identify opportunities to improve cash generation.Manage banking relationships, facilities and funding.Monitor banking covenants and reporting requirements.
Manufacturing & Operational FinanceWorking closely with the operational team, you'll help turn financial data into better business decisions.Who are we looking for?You'll be a qualified Chartered Accountant (ACA, ACCA or ICAS) with strong commercial experience and the confidence to operate at both strategic and operational levels., You may currently be a Finance Director | Commercial Finance Director | Financial Controller | Finance Controller | Head of Finance | Senior Finance Manager and you will ideally have experience within:
Food manufacturing, FMCG or another production environment.A growing SME or entrepreneurial business.Budgeting, forecasting and long-term financial planning.Cash flow and working capital management.Manufacturing and product profitability.Financial modelling and commercial analysis.Managing banks, auditors and professional advisers.Leading and developing small finance teams.Experience in an owner-managed or rapidly growing business would be particularly valuable.
Potential commuting locations include Yeovil, Sherborne, Shaftesbury, Gillingham, Frome, Warminster, Wells, Glastonbury, Bruton, Castle Cary, Trowbridge, Westbury, Salisbury, Bath, Taunton, Bridgwater and surrounding areas.Ready to make an impact? If you're an experienced Finance Director, Financial Controller, Head of Finance or senior finance professional who wants to help shape a growing manufacturing business rather than simply report on it, we'd love to hear from you.Apply now for a confidential conversation about the opportunity.....Read more...
As one of the UK’s leading general insurance and financial services companies, NFU Mutual has been meeting our customers’ needs for over 100 years.
Based at our Beverley agency you will be able to develop your career within Insurance and Financial Services surrounded by a team who are all passionate about supporting our customers through first class service and tailored advice.
Your role as an Insurance Advisor will include handling existing motor, personal and commercial insurance policies for our current customers, both Farming, Commercial and Personal, as well as initiating policies for clients new to NFU Mutual.
For us the most important things in the role are the ability to understand the compliance and regulation within our industry along with the technical aspect of insurance, and the ability to put this across to our customers in a way that makes sense to them.
Full training on our products is provided but excellent communication skills and telephone manner are a must so you are able to build long term, trusted relationships with our customers. We are passionate about supporting our team so opportunities to complete CII qualifications and progression pathways within the business are also available for the right candidate.
Job Details
Dealing with policy changes and new policy quotations for customers
Insurance paperwork administration
Proactively discussing and promoting the full range of NFU Mutual products
Required Skills
Excellent communication skills, both written and verbal
Computer literacy & numeracy skills
Ability to build mutually beneficial relationships with both colleagues and clients
Self-motivation, drive and enthusiasm
Ability to work well independently and as part of a team
Desirable Skills
Willingness to work with customers over the telephone and face to face
Cheerful, proactive and helpful
Desire to be involved in insurance and financial services as a long term career
Training:You will work towards your:
Financial Services Customer Adviser Level 3 Apprenticeship
Certificate in Insurance (Cert CII). (if applicable)
Level 2 Functional Skills in English and maths (if required)
Training will be via Davies, virtually. 6 hours per week off the job training
Training Outcome:
Option to progress to a Customer Service Advisor within our team, future progression routes include potentially Claims Handling or Account Handling
Potential to progress to Level 4 and Level 6 apprenticeships
Employer Description:At NFU Mutual, we’ve always taken our responsibilities seriously and are passionate about making meaningful differences.Working Hours :Monday- Friday 09:00- 17:00 (with an unpaid hour off for lunch)Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Team working,Initiative....Read more...
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
Preparing new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
Creating and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
Giving clients a professional welcome from our reception desk for meetings held onsite
Obtaining and maintaining a good knowledge of products offered
Training:
Business Administrator Level 3
One day study per week - remote training
Monthly visits from assessor
Training Outcome:Could lead to a permanent position for the right person. Employer Description:For over 25 years, our business has serviced clients across the UK. First and foremost we are a people business; nothing gives us more pleasure than watching our clients prosper thanks to our advice.
Over this period, our mission has remained the same: to provide excellent financial advice and excellent client service, by recruiting and developing excellent people.Working Hours :8.30am - 5pm Monday - Thursday, 4pm finish on a Friday.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Team working....Read more...
Harper May is partnering with a well-established global engineering and technology consultancy, a business that has scaled through both organic growth and acquisition and now supports clients across multiple international markets. As the group continues to expand, it is investing in the reach and influence of its finance function, moving it closer to the operational teams that drive performance. This is a leadership opportunity for a finance professional who wants to move beyond reporting into genuine commercial partnership, with a clear path towards broader finance leadership as the business grows.Reporting into senior finance leadership, the Head of Business Partnering will lead a team of finance business partners and act as the commercial conscience of the organisation. It is a high-visibility role with real influence over how the business makes decisions, and the scope to shape how finance supports a large, fast-moving consultancy through its next phase of growth.The Role
Lead, develop and grow a team of finance business partners supporting operational and commercial leadersOwn the commercial finance relationship with business unit heads, turning performance into clear, actionable insightDrive budgeting, forecasting and scenario planning across the business unitsPartner on pricing, bid and project profitability analysis to protect and improve marginProvide decision support on investment, resourcing and growth initiativesStrengthen management reporting and KPIs so leaders can act on them quicklyIdentify and drive commercial improvement opportunities across the portfolioAct as a trusted adviser to senior operational and finance stakeholders
What does the right candidate look like?
ACA, ACCA or CIMA qualifiedEducated to degree levelA track record of career progression through finance roles of increasing responsibilityExperience in a finance business partnering or commercial finance role, ideally within a large or multi-site organisationStrong analytical skills, with the ability to turn financial data into commercial insightA confident communicator, able to influence and challenge senior stakeholders....Read more...
Answering the telephone including taking messages
Dealing with clients/visitors on arrival at the office
Making teas and coffees for all staff, client’s and visitors during the day
Empty bins and maintaining cleanliness of the office
Photocopying and scanning as required
Sorting and franking post and ensuring it is taken to the post office
Data input, valuations, reviews, fees and administration of the company database as required
Completing Top Up’s, Fund Switches and Unit Trust to ISA movements to the firm’s standard
Keeping client’s electronic files maintained to the firm’s standard, fFollowing the procedures as set out in the firms various Manuals and Annual Plans
Complying with the rules as set out by the FCA
General administration works as required by the Director, Financial Adviser’s and Practice Manager including assistance in preparing clients files and general upkeep of them
Training:Level 3 Business Administrator apprenticeship standard:
This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace. You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor and monthly online seminars.
After approximately 18-months you will be entered to undertake an End Point Assessment, to complete your apprenticeship.Training Outcome:
On completion of the program, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase their responsibilities
Employer Description:Moneyweb are based in East Ayton, North Yorkshire and have been established for over two decades. Please take a look at their website for further information.Working Hours :Monday to Thursday
08.40- 17.00
Friday
08.40- 16.00Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
Ready to step into your first Senior Account Manager position? This is an exciting opportunity for an ambitious Account Manager with a strong background in Tech PR who is looking to take the next step within a highly respected corporate communications consultancy based in central London.Company OverviewThe Opportunity Hub UK is recruiting on behalf of an award winning communications consultancy specialising in corporate, technology, financial services and property PR. This well established agency partners with innovative businesses, scale ups, global technology companies and established corporate brands to deliver strategic communications campaigns that build reputation, increase visibility and influence key audiences.Based in Blackfriars, the agency offers a collaborative culture where talented PR professionals are given the opportunity to develop quickly, work alongside experienced consultants and build long term careers within a supportive and ambitious environment.Job OverviewThis Senior Account Manager opportunity is ideally suited to an experienced Account Manager who has built their career within a UK PR agency, particularly working across technology clients, and is now ready to step into a leadership role.As a Senior Account Manager, you will take ownership of client accounts, help shape strategic communications programmes, mentor junior team members and become a trusted adviser to a portfolio of exciting technology and corporate clients. This role offers genuine progression for someone ready to move beyond Account Manager level while continuing to develop commercially and strategically.Here's what you'll be doing:Leading integrated PR campaigns for technology and corporate clients from planning through to deliveryBuilding trusted relationships with clients and acting as their day to day strategic adviserDeveloping media strategies that secure high quality national, trade and business coverageWriting press releases, opinion pieces, media materials and client communicationsIdentifying proactive media opportunities that support clients' commercial objectivesManaging campaign delivery across multiple accounts while ensuring exceptional client serviceMentoring and supporting Account Executives and Account Managers within the teamPresenting campaign results, insights and strategic recommendations to clientsSupporting new business pitches, proposals and agency growth initiativesWorking collaboratively with senior leadership to deliver best in class communications campaignsHere are the skills you'll need:Previous experience working within a UK PR agencyStrong experience managing technology PR clients is essentialCurrently working as an Account Manager and looking to progress into a Senior Account Manager positionProven experience delivering successful B2B technology or corporate communications campaignsExcellent media relations skills with strong journalist contacts across technology and business mediaOutstanding written and verbal communication skillsStrong organisational skills with the ability to manage multiple client accountsExperience mentoring or supporting junior members of a PR teamCommercial awareness with the confidence to build long term client relationshipsA proactive, ambitious and solutions focused approach to client serviceWork PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Salary of £42,000 to £60,000 DOEHybrid working with three days per week in the London officePerformance related bonus schemePrivate BUPA healthcare and dental cover following probationPRCA membership and ongoing professional developmentAdditional wellbeing day each yearEarly finish on the final Friday of every monthShare option scheme after one year for eligible employeesNew business commission for successful introductionsRegular team socials and company eventsModern Blackfriars office with rooftop terrace, private gym and breakout spacesExcellent transport links in the heart of LondonTechnology PR continues to be one of the fastest growing and most exciting areas within the communications industry as businesses increasingly compete for attention in rapidly evolving markets. A Senior Account Manager specialising in technology communications has the opportunity to work with innovative brands shaping the future across AI, software, fintech, cybersecurity and emerging technologies. This role offers an excellent platform to accelerate your career, develop strategic leadership skills and establish yourself as a highly sought after Senior Account Manager within one of the UK's most dynamic PR sectors.....Read more...
Purpose: To ensure that client appointments are managed properly and all necessary pre- and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.
Duties (not limited to):
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
Generate correspondence to clients, including post review letters
Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
Prepare business submission documents, for onward allocation to the Paraplanning team
Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
Managing own and shared mailboxes in a timely and professional manner
Giving clients a professional welcome from our reception desk for meetings held onsite
Prioritising and managing own workload
Obtaining and maintaining a good knowledge of products offered
Managing own learning and development, attending relevant training sessions where needed
Provide cover for other team members upon request as per the business need
To uphold the standards of the client service charter
Participation in team meetings
Training:An apprenticeship includes regular training with a college or other training organisation. A set amount of your working hours will be spent training or studying.
College or training organisation - Skills Edge Training Ltd.
Your training course - Financial Services Administrator, equal to Level 3 (A level).Training Outcome:Further training and development opportunities within the team.Employer Description:Wealth management company, a senior partner practice of St James’s Place. Providing a range of services including investment, retirement and protection planning.Working Hours :Monday to Thursday: 8.30am to 5pm, Friday: 8.30am to 4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Accuracy,Able to prioritise....Read more...
Job Description:
We are working with a leading financial services organisation who are seeking a Director to join their team.
You will act as a senior adviser to trustee boards, providing expert insight, strategic challenge, and practical leadership across trust-based pension arrangements, including scheme administration reviews, market benchmarking, and provider due diligence. This is a genuinely client and board-facing role: the ability to present recommendations clearly and persuasively to trustee boards is as important as the technical analysis behind them.
London is preferred for this role, though there is flexibility for the right candidate to be based at one of the firm's other UK office locations.
Essential Skills/Experience:
Extensive experience working with trust-based pension schemes, with strong knowledge of both defined contribution (DC) and defined benefit (DB) arrangements.
Strong understanding of the UK pensions landscape, including market structure, provider models, regulatory developments and emerging industry trends.
Demonstrable ability to understand, evaluate and compare pension providers and propositions, drawing on market knowledge, analysis and sound judgement.
Proven experience presenting to and engaging directly with trustee boards.
Professional services background with genuine client delivery accountability.
Understanding of technology within pension administration, including current market tools and digital reporting solutions.
Strong analytical and research capability, with the ability to interpret complex qualitative and quantitative information and present clear, evidence-based conclusions.
Excellent written and verbal communication skills, with the credibility to engage, challenge and influence senior stakeholders.
Core Responsibilities:
Provide subject matter expertise across trust-based pension schemes, this requires an understanding of governance, administration, actuarial, investment, legal, and service delivery models.
Research and evaluate pension providers, monitoring market developments and changes within the pensions sector.
Conduct detailed analysis of pension providers' service structures, including market segmentation, positioning, pricing strategies, services offered, and delivery models.
Lead and contribute to strategic reviews and investigative projects aimed at improving pension provision and member outcomes for clients.
Present findings, insights and recommendations clearly to trustee boards and senior stakeholders, managing challenge where recommendations carry significant cost or change implications.
Develop and recommend practical, evidence-based solutions delivering optimal outcomes, ensuring recommendations are achievable and sustainable.
Collaborate with internal teams and external stakeholders to support the implementation of agreed pension solutions.
Produce clear, well-structured reports and insights to inform decision-making at senior and strategic levels.
Benefits:
A highly competitive salary
Wider benefits package including private medical insurance, group life assurance, pension contribution, and hybrid working
Job reference: 16543
INDPERM
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
The Company
Our client is a globally established investment management firm with a multi-decade heritage, offering investment solutions and retirement expertise to millions of customers worldwide. Operating across dozens of locations internationally, they take a long-term, generational approach to investing and are trusted by everyone from sovereign wealth funds and institutions to private individuals.
The Opportunity
An exciting 15 months fixed term contract opportunity has arisen for a Marketing Communications Manager to join a high performing Australian marketing team, covering a period of leave. This role sits at the heart of the business's content, campaign and product marketing efforts, offering broad exposure across the marketing function while working closely with stakeholders throughout the organisation.
Key Accountabilities
Develop and manage a range of product marketing content, including fund materials, presentations and sales enablement tools aligned with positioning and competitive strategy
Oversee the production and publication of regular fund commentaries and fact sheets across retail, wholesale and institutional audiences
Champion a digital first approach to content and campaign marketing, delivering timely, insight driven communications to advisers, investors and institutions
Lead the use of marketing automation platforms to execute client centric communication programs, incorporating tracking, analysis and feedback from sales
Partner with external content providers and regional teams to bring thought leadership to market and ensure consistency of content
Ensure website content remains current and compliant, conducting regular audits and using analytics to inform ongoing improvements
Support the coordination of adviser and investor events, contributing to content development and delivery
Ideal Experience
Background in marketing communications within financial services, with a solid understanding of the funds management industry and its regulatory environment
Strong writing skills with a genuine interest in content development and storytelling
Proven experience managing email marketing and digital campaigns, ideally using marketing automation platforms
Confident working with senior stakeholders across a matrixed, team based environment
Excellent organisational skills with the ability to manage multiple deadlines and projects simultaneously
Why Apply
Join a genuinely global organisation with a strong reputation and long term investment philosophy
Gain broad exposure across product, campaign and digital marketing disciplines in a collaborative team environment
Benefit from flexible working arrangements and a genuine commitment to your development and wellbeing
To have a confidential chat, please contact Ryan at rclarke@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...
