An opportunity has arisen for a Self-Employed Mortgage Adviser to join a highly regarded financial services organisation known for its client-centric approach and supportive environment. Our client provides expert advice across a range of mortgage products, offering tailored solutions to a broad and loyal client base.
As a Mortgage Adviser, you will be advising clients on suitable mortgage solutions, managing the process from enquiry through to completion. This self employed role offers hybrid working and benefits.
You will be responsible for:
? Evaluating clients' financial circumstances to identify suitable mortgage options
? Delivering tailored mortgage advice based on current products, rates, and lending criteria
? Supporting clients with the completion of mortgage applications and required documentation
? Keeping abreast of regulatory updates and market developments
? Building trusted relationships with clients, lenders, and industry contacts
? Handling client queries in a timely and professional manner
What we are looking for:
? Previously worked for 1 year as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Possess experience in financial services or a related field (preferable)
? CeMAP qualification
? Strong understanding of mortgage products and the application process
? A track record of delivering excellent customer service
What's on offer:
? Leads provided
? No monthly fees
? Access to social media support
? Administrative support to reduce non-advisory workload
? Work with high-net-worth and sports industry clients
? First-year OTE: £50,000 - £60,000
? Second-year OTE: £75,000+
This is a fantastic opportunity for a Mortgage Adviser to take control of your career and earnings in a supportive, flexible environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ....Read more...
An opportunity has arisen for a Self-Employed Mortgage Adviser to join a highly regarded financial services organisation known for its client-centric approach and supportive environment. Our client provides expert advice across a range of mortgage products, offering tailored solutions to a broad and loyal client base.
As a Mortgage Adviser, you will be advising clients on suitable mortgage solutions, managing the process from enquiry through to completion. This self employed role offers hybrid working and benefits.
You will be responsible for:
* Evaluating clients' financial circumstances to identify suitable mortgage options
* Delivering tailored mortgage advice based on current products, rates, and lending criteria
* Supporting clients with the completion of mortgage applications and required documentation
* Keeping abreast of regulatory updates and market developments
* Building trusted relationships with clients, lenders, and industry contacts
* Handling client queries in a timely and professional manner
What we are looking for:
* Previously worked for 1 year as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Possess experience in financial services or a related field (preferable)
* CeMAP qualification
* Strong understanding of mortgage products and the application process
* A track record of delivering excellent customer service
What's on offer:
* Leads provided
* No monthly fees
* Access to social media support
* Administrative support to reduce non-advisory workload
* Work with high-net-worth and sports industry clients
* First-year OTE: £50,000 - £60,000
* Second-year OTE: £75,000+
This is a fantastic opportunity for a Mortgage Adviser to take control of your career and earnings in a supportive, flexible environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
A Financial Services Administrator provides essential administrative support within our firm, ensuring a high-quality, compliant service for clients and colleagues. You will handle various tasks on a day-to-day basis, which include:
Sending out letters
Calling providers for updates on cases
Scanning documentation onto computer
Shredding all paper work that has been scanned
Sending birthday cards
Dealing with the advisers emails
This role is crucial for the smooth operation of our financial business and often involves direct interaction with clients and other colleagues.
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favorable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Please apply even if you think you don't have the right skillset as we understand you may not have the expertise or knowledge at the moment but we are fully committed to training you as long as you are committed to learning and prove you have the correct work ethic.
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd. You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise.Training Outcome:
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd
You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise
Roles we can support you with are:
Senior Administrator
Paraplanner
Mortgage and Protection Adviser
Wealth Adviser
Employer Description:Financial Adviser Practice
at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients.
We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations.
Our clients come from all walks of life and have a wide variety of financial planning needs.Working Hours :Monday- Thursday
9.30am - 4.30pmSkills: Communication skills,Organisation skills,Initiative....Read more...
Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch.....Read more...
An exciting opportunity has arisen for a Senior Debt Advisor to join a well-established not-for-profit organisation focused on delivering high-quality, community-based advice services in East London and beyond.
As a Senior Debt Advisor, you will be providing tailored debt and financial advice to individuals facing complex financial challenges, while also contributing to the development of the wider service offer.
This full-time role offers a salary of £35,875 for 37-hour work week and benefits.
You will be responsible for:
? Delivering specialist debt advice and complex casework in line with regulatory standards (FCA).
? Assessing individual client needs and making appropriate internal and external referrals.
? Supporting the preparation and submission of Debt Relief Order (DRO) applications.
? Providing advice across multiple channels, including in-person, telephone, email, and online platforms.
? Liaising with partner organisations and stakeholders to ensure coordinated support for clients.
? Recruiting, onboarding and supervising volunteers and staff within the advice team.
? Maintaining accurate records and data using client management systems.
What we are looking for:
? Previously worked as a Debt Advisor, Debt Adviser, Debt Caseworker, Money Adviser, IVA Advisor, Money Support Advisor, Customer Service Advisor or in a similar role.
? Experience providing debt advice and handling complex financial casework.
? Qualified DRO Intermediary or willingness to work towards this within six months.
? Educated to degree level or holds a relevant advice or advocacy qualification.
? Awareness of the voluntary sector, with a sound understanding of the strategic and policy frameworks that shape the delivery of advice services.
? Familiarity with challenges faced by communities affected by financial hardship and social exclusion.
What's on offer:
? Competitive salary.
? 28 days annual leave plus bank holidays, increasing to 33 days wi....Read more...
This position will entail undertaking all administration tasks for the team including:
Calling providers and following up anything outstanding
Updating their spreadsheet with their updates
Eventually updating the clients directly via email
General administration tasks
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Or
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 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.
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.Training Outcome:The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship. Employer Description:Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey.
You can access services such as mortgages, insurance policies for both your family.Working Hours :Monday to Friday, 9.30am - 5.30pm.Skills: Communication skills,Organisation skills,Team working,Enthusiastic/eager to learn,Time Management....Read more...
As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 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:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
The role of an administrator within a financial advice practice is crucial to ensuring smooth day-to-day operations and supporting financial advisers in delivering a high level of service to clients. Though not client-facing in an advisory capacity, administrators play a key back-office role that helps maintain compliance, efficiency, and organisation.
Key Responsibilities of a Financial Advice Administrator:
Client Administration
Preparing client documentation (fact finds, application forms, review packs).
Maintaining accurate client records using CRM systems.
Processing new business (e.g., pensions, investments, insurance applications).
Chasing providers for updates and liaising with clients for required information.
Diary and Meeting Management
Booking client appointments and preparing meeting agendas.
Following up after meetings with next steps or required paperwork.
Compliance and Regulation
Ensuring documentation is compliant with FCA regulations and internal policies.
Assisting with file checks and audits.
Keeping up-to-date records for compliance purposes (e.g., client agreements, ID verification).
Provider Liaison
Contacting product providers to obtain valuations, statements, and policy information.
Submitting and tracking product applications and servicing requests.
Reporting and Data Management
Producing reports and valuations for adviser/client meetings.
Updating systems with new policy details, changes, and performance data.
General Office Support
Managing correspondence, both digital and paper-based.
Ordering supplies, managing files, and helping with ad hoc admin duties.
Training:Level 3 Financial Services Administrator apprenticeship standard.
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 of 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:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 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:An administrator may move into:
Paraplanning (technical support with suitability reports and research),
Or even becoming a qualified financial adviser after completing relevant exams (via the CII)
Employer Description:Financial Advice - we help individuals and businesses manage their money and plan for their financial future. We provide advice and services in areas such investments, pensions, savings, insurance, and tax planning.Working Hours :Monday to Friday, times to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Patience....Read more...
An exciting opportunity has arisen for a Senior Debt Advisor to join a well-established not-for-profit organisation focused on delivering high-quality, community-based advice services in East London and beyond.
As a Senior Debt Advisor, you will be providing tailored debt and financial advice to individuals facing complex financial challenges, while also contributing to the development of the wider service offer.
This full-time role offers a salary of £35,875 for 37-hour work week and benefits.
You will be responsible for:
* Delivering specialist debt advice and complex casework in line with regulatory standards (FCA).
* Assessing individual client needs and making appropriate internal and external referrals.
* Supporting the preparation and submission of Debt Relief Order (DRO) applications.
* Providing advice across multiple channels, including in-person, telephone, email, and online platforms.
* Liaising with partner organisations and stakeholders to ensure coordinated support for clients.
* Recruiting, onboarding and supervising volunteers and staff within the advice team.
* Maintaining accurate records and data using client management systems.
What we are looking for:
* Previously worked as a Debt Advisor, Debt Adviser, Debt Caseworker, Money Adviser, IVA Advisor, Money Support Advisor, Customer Service Advisor or in a similar role.
* Experience providing debt advice and handling complex financial casework.
* Qualified DRO Intermediary or willingness to work towards this within six months.
* Educated to degree level or holds a relevant advice or advocacy qualification.
* Awareness of the voluntary sector, with a sound understanding of the strategic and policy frameworks that shape the delivery of advice services.
* Familiarity with challenges faced by communities affected by financial hardship and social exclusion.
What's on offer:
* Competitive salary.
* 28 days annual leave plus bank holidays, increasing to 33 days with length of service
* Pension scheme with up to 4% employer matching contributions
* Access to discounted shopping and retail offers
* 1-2 work-from-home days available for administrative tasks, offered as part of wellbeing support (not contractually guaranteed)
This community-based role requires travel across London and is subject to Enhanced DBS and MoJ checks.
This is a fantastic opportunity for a Debt Advisor to join a purpose-led organisation and make a lasting difference through your expertise.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Mortgage Advisor with 2 years' experience to join a well-established award-winning financial services firm recognised for its success within the Bristol property sector. This full-time role offers a salary of £30,000 Basic, OTE £65,000 - £85,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be conducting detailed client consultations to assess financial goals and borrowing requirements.
You will be responsible for:
? Offering expert advice on residential, buy-to-let, and (where appropriate) specialist lending including bridging and development finance.
? Researching and recommending appropriate mortgage solutions from a wide lender panel.
? Managing cases from initial enquiry to completion, ensuring accuracy and FCA compliance throughout.
? Maintaining regular contact with clients, lenders, estate agents, and professional partners.
? Advising on relevant protection products to support a complete financial solution.
? Keeping up to date with market movements, lender criteria, and regulatory guidance.
What we are looking for:
? Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
? At least 2 years' experience advising on mortgages within the UK market.
? Fully CeMAP qualified (or equivalent) and hold a Competent Advisor Status (CAS).
? Understanding of the UK mortgage market and lender criteria.
? Skilled in using sourcing systems, CRM platforms, and other mortgage tools.
What's on offer:
? Competitive salary
? 22 days holiday plus bank holidays
? Casual dress
? Company events
? Company pension
? Free parking
? Health & wellbeing programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for....Read more...
New Business Processing:
Prepare and submit advice sets for new business cases, including illustrations, applications, and suitability letters for cash-based investments
Prioritise casework as directed by the Practice Manager, ensuring completion within agreed service level agreements (SLAs)
Client Meeting Follow-Up:
Format meeting notes and ensure all post-meeting actions are completed accurately and promptly.
Update internal systems, including iBusiness and Salesforce, as well as document all tasks completed on behalf of the Partner/Adviser
Follow timelines and priorities set by the Practice Manager
Client Review Management – Assisting Head of Client Servicing:
Provide ongoing support to the Head of Client Servicing in the coordination of the review process, ensuring all review-related tasks are scheduled, monitored, and delivered in accordance with internal standards and SLAs.
Client Communication & Call Handling:
Answer incoming telephone calls in a professional, friendly, and client-focused manner.
Record and resolve or escalate client queries in accordance with the firm’s business process and client service standards.
Mail & Document Processing:
Manage all incoming and outgoing mail according to internal processes.
Prioritise, scan, and log correspondence accurately, ensuring all actions are completed within agreed turnaround times.
Marketing & Client Engagement:
Organise and distribute marketing materials for campaigns, birthdays, and special occasions.
Ensure that client communications are accurate, segmented appropriately, and comply with the firm’s standards and branding guidelines.
Case & Pipeline Management:
Maintain end-to-end ownership of allocated client cases.
Ensure timely follow-up of provider requests such as Letters of Authority (LOAs) after five working days.
Maintain accurate client records and documentation throughout the case lifecycle.
Track and chase pipeline business weekly—monitor submitted and pending cases through to payment.
Meeting Preparation & New Client Onboarding:
Prepare and organise client files ahead of scheduled meetings.
For new clients, ensure full setup across all relevant systems (PROMs, Curo) and that data is accurate and complete.
Professional Written Communication:
Draft and send client, provider, and internal communications that are clear, professional, grammatically correct, and aligned with brand tone.
Other adhoc administrative and support duties:
Please note that at times, critical to the needs of the business, you may be asked to complete and/or support other administrative tasks or duties to ensure the smooth and efficient running of the office.
Training:Training and support will be provided by our specialist Apprenticeship training provider, Smart Training & Recruitment.Training Outcome:Upon successful completion of the Apprenticeship there will be the opportunity to diversify into one of the specialist areas of the business. This may include; Client Services, IT, Marketing or to work towards becoming a Qualified Financial Adviser.Employer Description:McMillan Financial Advice Limited evolved from McMillan Wealth Consultants Limited which was created in 2015 by its Principal and Director Suresh McMillan. Already an established Partner of trusted wealth management group, St. James’s Place, Suresh wanted to create a new Partner Practice to provide first class financial advice to clients in the South East, encompassing a breadth of areas of wealth management.
With offices in Brighton and London and an experienced team of professional financial planners, we provide holistic financial advice to both private individuals and businesses.Working Hours :Monday to Friday, 9.00am - 5.00pm, with unpaid 45min break for lunch.Skills: 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,Initiative,Non judgemental,Patience,Confident telephone manner....Read more...
An exciting opportunity has arisen for a Mortgage Advisor with 2 years experience to join a well-established firm of mortgage brokers. This full-time role offers a salary up to £30,000 basic + Commission, OTE £75,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be supporting clients from enquiry to completion, offering bespoke mortgage and finance advice.
You will be responsible for:
? Advising on a range of property finance products, including Buy to Let, portfolio mortgages, bridging loans, and development finance.
? Tailoring solutions to each client's specific needs and financial goals.
? Maintaining compliance with regulatory requirements and internal processes.
? Following a structured sales process to ensure quality advice is consistently delivered.
? Actively contributing to business development and lead conversion.
What we are looking for:
? Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
? At least 2 years of experience in a mortgage advisory role within the UK.
? CeMAP qualification.
? Background in specialist lending, such as Buy to Let, commercial, and bridging finance.
? Strong understanding of financial regulations and compliance procedures.
What's on offer:
? Competitive salary
? Company pension
? Employee mentoring programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If....Read more...
An exciting opportunity has arisen for a Mortgage Advisor with 2 years experience to join a well-established firm of mortgage brokers. This full-time role offers a salary up to £30,000 basic + Commission, OTE £75,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be supporting clients from enquiry to completion, offering bespoke mortgage and finance advice.
You will be responsible for:
* Advising on a range of property finance products, including Buy to Let, portfolio mortgages, bridging loans, and development finance.
* Tailoring solutions to each client's specific needs and financial goals.
* Maintaining compliance with regulatory requirements and internal processes.
* Following a structured sales process to ensure quality advice is consistently delivered.
* Actively contributing to business development and lead conversion.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* At least 2 years of experience in a mortgage advisory role within the UK.
* CeMAP qualification.
* Background in specialist lending, such as Buy to Let, commercial, and bridging finance.
* Strong understanding of financial regulations and compliance procedures.
What's on offer:
* Competitive salary
* Company pension
* Employee mentoring programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Once experienced and qualified, the successful candidate will be responsible for providing to customers a full advice and recommendation service in accordance with the firm’s values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction.
Principal tasks (with supervision during the training period): To be undertaken in compliance at all times with the firm’s policies and procedures.
Using effective questioning skills to establish customer needs, recommend the most suitable product to the customer face to face or over the phone
Be the customer’s primary contact throughout the mortgage application process up to the point of mortgage completion
Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the firm’s and the FCA’s requirements
Maintain accurate and relevant customer records
Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing
Project a professional image to your customers, colleagues and all relevant third parties
Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to the firm’s procedures and the FCAs regulations and guidance
Comply with the Conduct Rules
Maintain an excellent knowledge of lender mortgage products, underwriting and affordability requirements
Maintain an up to date knowledge of all other products and services offered by the firm and associated companies
During fact find process gather sufficient information to establish the customer’s needs for general insurance and pure protection products and, where appropriate, make a personal recommendation
Act promptly and in an appropriate and courteous manner in response to any customer complaints in accordance with firm’s procedures
Understand what Treating Customers Fairly (TCF) means in regard to the firm and embed this fully within your work
Actively participate in one-to-one review meetings, coaching and training as required by your Supervisor
Meet agreed performance goals
Maintain your professional expertise through course attendance, reading of financial journals, and further training where relevant, in line with but not limited to CPD requirements laid down within the firm’s Training and Competence scheme
Ensure that your knowledge and use of the Client Management System is accurate and appropriate; maintain and develop this knowledge
Deal with general tasks and special projects that are customer or mortgage advice related
Attend functions to promote the firm’s products and services, as necessary
Attend internal or external meetings as required
Undertake any other related tasks requested by the Supervisor
Training:Level 3 Mortgage Adviser apprenticeship standard.
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 rol
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:There is an opportunity to be offered a permanent post for the right candidate.Employer Description:The Mortgage Packager Ltd has been established since 2001 specialising in advising and arranging mortgages, re-mortgages, secured loans and general insurance.
The Mortgage Packager has a personal approach and we’ll do our best to fit around your lifestyle, including being available evenings and weekends. If you are too busy, or live too far away to meet in person, we can provide advice & support by telephone, email and through the post.Working Hours :Monday to Friday, start and end times flexible, but must be able to work at least 2 afternoons until 5.30pm, exact working hours TBCSkills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Proactive,Motivated....Read more...
An exciting opportunity has arisen for a Mortgage Advisor with 2 years' experience to join a well-established award-winning financial services firm recognised for its success within the Bristol property sector. This full-time role offers a salary of £30,000 Basic, OTE £65,000 - £85,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be conducting detailed client consultations to assess financial goals and borrowing requirements.
You will be responsible for:
* Offering expert advice on residential, buy-to-let, and (where appropriate) specialist lending including bridging and development finance.
* Researching and recommending appropriate mortgage solutions from a wide lender panel.
* Managing cases from initial enquiry to completion, ensuring accuracy and FCA compliance throughout.
* Maintaining regular contact with clients, lenders, estate agents, and professional partners.
* Advising on relevant protection products to support a complete financial solution.
* Keeping up to date with market movements, lender criteria, and regulatory guidance.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* At least 2 years' experience advising on mortgages within the UK market.
* Fully CeMAP qualified (or equivalent) and hold a Competent Advisor Status (CAS).
* Understanding of the UK mortgage market and lender criteria.
* Skilled in using sourcing systems, CRM platforms, and other mortgage tools.
What's on offer:
* Competitive salary
* 22 days holiday plus bank holidays
* Casual dress
* Company events
* Company pension
* Free parking
* Health & wellbeing programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
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:
· R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 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:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
An exciting opportunity has arisen for a Parts Advisor to join a well-established commercial vehicle dealership, delivering high-quality maintenance and repair solutions. This full-time role offers basic salary £28,000 - £32,000, OTE £36,000 and benefits.
As a Parts Advisor, you will be the key link between customers and parts supply, ensuring efficient service while maximising sales opportunities.
You will be responsible for:
? Handle all parts enquiries via phone, email and in-person interactions.
? Use electronic parts catalogues to correctly identify and source components.
? Identify opportunities to upsell and promote special offers.
? Process orders efficiently while maintaining accurate stock records.
? Deliver outstanding service to both trade and retail customers.
? Follow all payment handling and financial procedures correctly.
? Maintain accurate customer records in the CRM system.
What we are looking for:
? Previously worked for 2 years as a Parts Advisor, Parts Adviser, Parts Sales Advisor, Automotive Parts Specialist, Automotive Parts Consultant or in a similar role.
? Skilled in computer software, including EPCs & Kerridge.
? Excellent customer service and sales skills.
? Team player with strong communication abilities.
Shifts:
? Monday - Friday: 9:00am - 6:00pm
? 1 in 3 Saturdays: 7:00am - Noon
What's on offer:
? Competitive salary
? 30 days holiday including bank holidays
? Employer Statutory Pension Scheme
? Free Class IV MOT per year
? Mental Health First Aiders
? Referral bonus
? Personal Accident Scheme
? Corporate uniform provided
? Cycle to work scheme
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role,....Read more...
As there will be a great deal of client contact, both in the office and particularly on the phone.
Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.
Duties include:
Liaising with product providers to obtain quotations, etc.
Assisting Senior Administrators in the preparation of reports, etc.
Some technical research of products.
Database management.
Data Entry.
Answering telephone.
Greeting clients on arrival at office.
Typing.
Filing, photocopying and faxing.
Scanning documents for computer storage.
Co-ordinating post and mail, both in and out.
Liaising with other external organisations.
Monitoring the management's diary, making appointments, running a reminder system.
Other general office duties.
Directly reporting to Senior Administrators and Management.
Training:Example: Apprentices will be required to attend college at least x1 day per week either at Uxbridge, Harrow or Hayes Campus completing necessary mandatory training and units associated with the apprenticeship.
The apprentice will be required to complete:
Work towards gaining a full Qualification.
Employment Rights and Responsibilities.
Skills, Knowledge, and Behaviours.
Standard and End Point Assessment.
Functional Skills in English, Maths, and ICT (if required).
Other training will be provided by the employer as required to enable the fulfilment of the job role.Training Outcome:This is a good opportunity for someone who shows 'initiative and capability to 'move up the ranks' as the company grows and more advisers and support staff are recruited. The career path could then continue in a variety of directions, depending upon the candidate's desires ¬- e.g., office administration, P.A. to an adviser, advising clients, etc. Assistance will be given towards further qualifications in financial services, where appropriate.Employer Description:Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements. Please see our 'Award Winning Advice' page for details of our awards and other unique credentials; for example, Bhupinder Anand has twice been awarded 'IFA of the Year'.
Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers. Our advisers have an average of at least 25 years’ experience in the Financial Services Profession.Working Hours :Monday to Friday, 9am-5:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills....Read more...
An exciting opportunity has arisen for a Parts Advisor to join a well-established commercial vehicle dealership, delivering high-quality maintenance and repair solutions. This full-time role offers basic salary £28,000 - £32,000, OTE £36,000 and benefits.
As a Parts Advisor, you will be the key link between customers and parts supply, ensuring efficient service while maximising sales opportunities.
You will be responsible for:
* Handle all parts enquiries via phone, email and in-person interactions.
* Use electronic parts catalogues to correctly identify and source components.
* Identify opportunities to upsell and promote special offers.
* Process orders efficiently while maintaining accurate stock records.
* Deliver outstanding service to both trade and retail customers.
* Follow all payment handling and financial procedures correctly.
* Maintain accurate customer records in the CRM system.
What we are looking for:
* Previously worked for 2 years as a Parts Advisor, Parts Adviser, Parts Sales Advisor, Automotive Parts Specialist, Automotive Parts Consultant or in a similar role.
* Skilled in computer software, including EPCs & Kerridge.
* Excellent customer service and sales skills.
* Team player with strong communication abilities.
Shifts:
* Monday - Friday: 9:00am - 6:00pm
* 1 in 3 Saturdays: 7:00am - Noon
What's on offer:
* Competitive salary
* 30 days holiday including bank holidays
* Employer Statutory Pension Scheme
* Free Class IV MOT per year
* Mental Health First Aiders
* Referral bonus
* Personal Accident Scheme
* Corporate uniform provided
* Cycle to work scheme
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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.
Job reference:
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.
INDCAS....Read more...
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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.
Job reference:
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.
INDCAS....Read more...
Our client – an international consultancy – is looking for a Senior SAP FICO Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
10+ years’ experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly – I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
US / UK Tax Director – Partner Job Type: Full Time, Permanent Location: Mayfair, London Salary: £CompetitiveAbout Us Established in 1975, Sopher + Co is a trusted adviser to high net worth individuals, entrepreneurs, expats, and owner-managed businesses. Known for our expertise in media, entertainment, and over 20 other industries, we pride ourselves on a people-first culture and a commitment to delivering exceptional client experiences. With offices in Elstree and Mayfair, we continue to grow and invest in top talent that shares our values and ambition.The Opportunity We are looking for a senior-level US / UK Tax Director – Partner to join and lead our specialist dual-handling tax team in Mayfair. This is a high-impact leadership role, reporting directly to the CEO, and ideal for an accomplished tax professional with deep cross-border experience and a passion for developing teams and client relationships. You’ll be responsible for strategic direction, technical delivery, and continued growth of the practice.Key Responsibilities
Provide inspirational leadership to a growing team of US / UK tax professionalsOwn the financial performance of the group — including WIP management, billing, annual quoting and cash collectionPlay a key role in marketing, business development, and brand visibility — both internally and externallyDeliver high-quality, timely outputs on complex technical tax matters, including treaty claims, CGT, and non-dom issuesOversee the full cycle of US and UK annual tax return processesManage high-level IRS and HMRC enquiries and lead resolution of complex client casesGuide, train and support junior staff, creating a high-performance culture through coaching and structured developmentEnsure all deliverables are accurate, compliant, and meet the high standards expected of our clientsDrive team learning and ensure continuous professional development across all levels
What We’re Looking For
A minimum of 15 years' experience in professional tax practiceDeep knowledge of US and UK tax legislation, with specialist expertise in cross-border personal taxationProven leadership and people management skills — including delegation, performance monitoring, and deadline managementBachelor’s degree in Commerce or equivalentPostgraduate tax qualifications (CPA, EA, JD or equivalent)Advanced technical proficiency in Microsoft Excel and tax software including CCH and Virtual CabinetHighly organised, proactive, and confident working with HNW and confidential clienteleStrong written and verbal communication skills with stakeholders at all levelsA positive role model who supports a collaborative and high-integrity culture
What We Offer
A senior leadership role in a prestigious, client-focused firmCompetitive remuneration and extensive executive benefitsThe opportunity to shape the future of a thriving tax divisionA warm, collaborative and high-achieving team cultureOngoing professional development and trainingA diverse and exciting client portfolio that few firms can match
Join Us If you're ready to make a significant impact at a leading firm that values expertise, innovation, and integrity, we want to hear from you.....Read more...
Job Description:
We are working on a fantastic opportunity for a Solicitor to join the team at a law firm based in Edinburgh. The successful candidate will be newly NQ - 3 years PQE, have experience within private client/trusts, as well as an eagerness to work towards the STEP qualification.
Skills/Experience:
NQ – 3 years PQE
Previous experience dealing with high-net-worth individuals in a private client environment is desirable
Previous experience dealing with trusts
A commercial focus in managing workload effectively and efficiently
Mindset to exceed team and client expectations
Working towards or prepared to start STEP qualifications
Excellent interpersonal skills, both written and oral is essential
Able to build professional relationships with clients and third parties
A high level of accuracy and strong attention to detail
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Advise high net worth clients and family business clients (including entrepreneurial clients) on the protection of their assets.
Help families to decide on the most appropriate structures for owning assets (trusts, partnerships, family investment companies).
Accurately prepare and draft legal documentation and correspondence relating to family and business governance, commercial and corporate issues, asset protection, succession and tax planning, and mediation.
Help clients navigate through tax planning issues and work alongside existing tax advisors and accountants.
Assist clients to work out a succession plan alongside their Wills and estate planning.
Help family business clients to manage business continuity, conflicts or challenging family dynamics and help them to deliver their philanthropic objectives.
Proactively manage your own caseload and drive forward work for others within the team.
Identify and resolve any problems experienced by our clients in a professional manner.
Meet or exceed individual financial targets.
Have a good working knowledge of private client law and keep up to date with any developments through events/training.
Collaborate with other professionals – accountants/wealth planners/tax advisers/lawyers (as part of trusted adviser teams) to deliver solutions for clients.
Actively seek to build your professional network and promote the business to external peers.
Prepare articles and blogs for the website and press/professional publications.
Build good relationships internally, support senior colleagues and advise colleagues with different specialisms.
Benefits:
A highly competitive salary
Wider Benefits package
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.
Job reference: 16078
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.
INDPERM....Read more...
Audit SeniorJob Type: Full Time, PermanentLocation: BorehamwoodSalary: £CompetitiveAbout UsEstablished in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.The RoleWe're looking for an experienced Audit Senior To provide accurate auditing and assurance services to a diverse range of clients, as directed by Manager, within budget and in accordance with firm procedures. In addition, assisting in the development of junior staff to ensure they have the knowledge and skill to perform their job.
Accounts preparation for Limited companies and PartnershipsLeading on audit assignmentsProactive identification of key risk areas in audit planning process including identifying audit and control risks and tailoring of audit programsPreparation of audit planning memorandum, programmes and budget in a timely mannerSolid understanding and performance of substantive and compliance testing and evaluation and resolution of errorsEnsure all areas of responsibility on audit assignment are fully completed in an accurate and timely manner. Solid management and co-ordination of the audit team in accordance with time and budget constraintsEnsure accurate and efficient resolution of audit files with client/audit staff in a timely manner. Provide feedback to junior audit staff on their performance and linking to potential training and development areasLead client audit engagements, which include planning executing, directing, and completing financial audits, ensuring compliance with all relevant legislation and regulatory requirements and Sopher + Co standardsPrepare appropriate audit reportPrepare management letters and closing reports in accordance with legislation and Sopher + Co standardsWork closely with Management to develop ongoing effective relationships with clients, and ensure retentionEnsure all client work is completed within applicable reporting deadlines and client requests (if reasonable)Manage, coordinate and delegate client work to junior team members with an appropriate level of capabilityReview junior team members' work, ensuring compliance with Sopher + Co standardsEnsure all jobs are completed within specific budgets, keeping Manager informed at all times of progress of jobAssist junior staff in developing their understanding of the various software packages, auditing, tax laws and statutory requirementsKeep abreast of developments in audit, accounting, taxation and relevant computer software
About you
Intermediate to Advanced professional accounting practice experienceSolid understanding of accounting and audit softwareAdvanced proficiency in MS Excel skillsACA/ACCA QualifiedHigh level communication skills between clients, staff and managementGood interpersonal skills with clients, staff and managementStrong time management skills and not fazed by deadlinesAbility to work unsupervisedAbility to work autonomouslyReliableOrganisedProvide good attention to detailEffective team memberProactive and Motivated
In ReturnWe will offer you a competitive package, including extensive benefits for you and your family, a comfortable, warm and friendly environment and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believes in staff development and continuously encourage internal progression.....Read more...
