Mortgage & Protection Adviser
Chipping Norton, Oxfordshire | Flexible/remote working Employed: £30,000–£35,000 basic + uncapped earnings Self-employed: Competitive commission structure + uncapped earning potential
Are you an experienced Mortgage & Protection Adviser looking for greater flexibility, strong support and the opportunity to develop your career?
Cotswold Financial Solutions Ltd, a Partner Practice of St. James’s Place Wealth Management, is looking for a qualified Mortgage & Protection Adviser to join its established and growing team.
With the option to join on an employed or self-employed basis, this is a flexible opportunity that can be shaped around the right individual. For someone looking to develop further, there is also a supported pathway towards becoming a Financial Adviser within the St. James’s Place Partnership.
About The role
You'll provide professional, compliant and client-focused mortgage and protection advice, building trusted, long-term relationships and managing cases from initial enquiry through to completion and beyond.
Key responsibilities will include:
Providing mortgage and protection advice tailored to individual client needs
Completing fact-finds, affordability assessments and appropriate product research
Managing mortgage and protection applications through to completion
Maintaining accurate client records and compliant file notes
Liaising with lenders, providers, solicitors, estate agents and other professionals
Keeping up to date with lender criteria, product developments and regulatory requirements
Building strong client relationships and developing repeat and referral business
Managing your own diary, workload and pipeline
About you
As the Mortgage & Protection Adviser, you'll need:
CeMAP 1, 2 and 3, Cert CII (MP), or an equivalent recognised mortgage qualification
Experience providing regulated mortgage advice
Experience providing protection advice alongside mortgage recommendations
A sound understanding of mortgage products, lender criteria and regulatory environment
Strong communication, relationship-building and organisational skills
The confidence to work independently while contributing to the wider team
Full right to work in the UK
Suitable professional references that can be contacted and verified
Experience managing an existing client bank, developing professional referral relationships or generating new business would be advantageous
What’s on offer?
Choice of employed or self-employed working arrangements
£30,000-£35,000 basic salary for employed advisers
Uncapped performance-related earning potential
Clearly defined commission structure
Flexible remote working alongside the Chipping Norton office
Administrative and compliance support
Access to the firm's systems and resources
Ongoing training, CPD and professional development
Friendly and supportive working environment
Supported pathway towards becoming a Financial Adviser for the right individual
If you're an experienced Mortgage & Protection Adviser looking for greater flexibility, professional support and genuine long-term career development, we'd love to hear from you.
Application process
Employ Direct is an advertising service of Cameo Consultancy (Recruitment) Limited. When applying for this role, should you be successful, your details will be forwarded directly to our client, and they will contact you.
All applications will be treated in confidence. Any offer will be subject to satisfactory, contactable professional references and appropriate regulatory and compliance checks.
Cotswold Financial Solutions Ltd is a Partner Practice of St. James’s Place Wealth Management
....Read more...
Initially, your role will involve supporting our advisers and paraplanning team with
Preparing client documentation and reports
Managing client communications
Liaising with providers and third parties
Supporting the administration of investments, pensions and protection policies
Maintaining accurate client records• Assisting with research and technical analysis
As your knowledge and experience develop, you will gain exposure to:
Financial planning research
Cashflow modelling
Report writing and suitability work
Client meeting preparation
Technical paraplanning duties
Adviser support and eventually client-facing responsibilities
Training Outcome:As you progress and grow with the business there is the potential to become a Financial Adviser in the future. This will include full support for further professional qualifications along the way.
Development pathway:
Starting in client and administration support,
Progressing into paraplanning and technical work, providing a route into becoming a Financial Adviser.
Employer Description:Macon provide trusted financial planning advice, helping individuals and businesses make confident decisions about their financial future. Their mission is to be “all together better” for their customers by delivering a tailored experience that reflects every circumstance and wealth management need. Through our wealth management services, Macon help their customers to avoid impulsive decision‑making during periods of growth or downturn, minimise tax obligations, and maximising wealth for future generations — always with the customer firmly in the driving seat. Working Hours :Monday to Friday - 9am to 5pm, with flexible working hours upon successful pass of probation period.
NB the 12 months is for the course/training duration not the job itself. This position has the potential for a permanent role upon completion.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Honest and professional,Eager to learn,Industry interest....Read more...
You will learn the skills required to support the administration of regulated financial advice.
Key Duties and Responsibilities:
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading and printing applications, factsheets, and supporting materials
Liaising with insurers, fund managers, and other professionals as required
Preparing and printing mail merges
E-filing and saving documents to the cloud
Scanning, printing, and filing documents as required
Preparing basic letters and correspondence
Scheduling client meetings
Data entry using internal IT systems
Preparing report packs
Handling general enquiry calls
Monitoring and ordering stationery
Assisting Advisers and Administrators with day-to-day tasks
General Responsibilities:
Answering incoming telephone calls in a professional and courteous manner
Supporting the business's ongoing growth and administrative requirements
Logging all calls and emails in the CRM system in line with compliance requirements
Securely shredding confidential information
Keeping the office environment tidy and presentable at all times
Training:Professional qualification:
R01 - Financial Services Regulation and Ethics
This course provides a straightforward introduction to the key principles of investment and financial services regulation. Taught by an experienced industry professional, it covers how financial markets operate, the different types of investment products, and the regulatory framework that supports them. The course is designed to help you apply these concepts effectively.Training Outcome:For the right candidate, there is excellent potential for career progression and the opportunity to secure a permanent position. We offer additional training and actively encourage and support self-directed learning. As your career develops, there may be opportunities to progress into roles such as Adviser Support, Senior Adviser Support, Paraplanner, or Financial Adviser. Employer Description:Callaway Sykes Associates Limited are financial advisers who provide discreet, impartial and professional advice, utilising a range of investment, savings, protection, pension, income and retirement solutions for individual and corporate clients.Working Hours :Monday to Friday, 09.00 - 17.00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience,Can do attitude,Punctual....Read more...
An opportunity has arisen for a Mortgage & Protection Advisor to join a mortgage and property services business providing tailored mortgage, protection and financial solutions.
As a Mortgage & Protection Advisor, you will be providing whole-of-market mortgage and protection advice to warm, qualified enquiries while managing clients through to completion.
This role offers a basic salary of £34,000 with an OTE £100,000+ and benefits.
You will be responsible for:
? Provide whole-of-market mortgage and protection advice, supporting clients from initial enquiry through to completion.
? Convert qualified enquiries into completed business while delivering appropriate customer outcomes.
? Build lasting client relationships to encourage repeat business and referrals.
? Work closely with estate agency and property teams to maximise business opportunities.
? Ensure all advice and processes remain fully FCA compliant throughout the advice process.
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage & Protection Adviser, Protection Adviser, Protection Advisor, Mortgage & Protection Advisor, Mortgage Consultant or in a similar role.
? CeMAP qualification.
? Good knowledge of FCA compliance requirements.
? Strong ability to convert leads and build trusted client relationships.
? Motivated, organised and client-focused
Whats on offer:
? Competitive salary
? Regular access to warm, qualified enquiries.
? Leads generated through established property and landlord services.
? Repeat business and professional referrals.
? Full administrative support.
? Whole-of-market mortgage proposition.
? Additional earning opportunities through protection, wills and referral services.
? Company pension and private medical insurance.
? Increasing holiday allowance.
? Ongoing lender training and CPD.
? Genuine opportunities for career progression within a growing property group.
If youre an....Read more...
An opportunity has arisen for a Mortgage Advisor to join a mortgage and property services business providing tailored mortgage, protection and financial solutions.
As a Mortgage Advisor, you will be providing whole-of-market mortgage and protection advice to warm, qualified enquiries while managing clients through to completion.
This role offers a basic salary of £32,000, with potential for an increase after successfully completing probation, and an OTE of £100,000+.
Whole-of-market experience preferred, but candidates from other mortgage backgrounds will also be considered.
You will be responsible for:
? Provide whole-of-market mortgage and protection advice, supporting clients from initial enquiry through to completion.
? Convert qualified enquiries into completed business while delivering appropriate customer outcomes.
? Build lasting client relationships to encourage repeat business and referrals.
? Work closely with estate agency and property teams to maximise business opportunities.
? Ensure all advice and processes remain fully FCA compliant throughout the advice process.
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage & Protection Adviser, Protection Adviser, Protection Advisor, Mortgage & Protection Advisor, Mortgage Consultant or in a similar role.
? CeMAP qualification.
? Good knowledge of FCA compliance requirements.
? Strong ability to convert leads and build trusted client relationships.
? Motivated, organised and client-focused
Commission structure:
? No commission on the first £3,250 of banked business each month
? 15% commission on banked business above £3,250, up to £100,000
? 20% commission on banked business above £100,000
? Option to refer protection business to the protection team, earning 10% referral commission
Whats on offer:
? Competitive salary
? Regular access to warm, qualified enquiries.
? Leads generated through establi....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals 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
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....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...
We're looking for an experienced, commercially minded Finance Business Partner to join a global market-leading organisation based in Banbury.
Working closely with the Finance Director and senior Sales and Marketing leaders across the Retail and Online business, you'll use financial insight to support commercial decision-making, drive profitability and influence business performance.
This is a genuine Business Partner role for someone who is already comfortable operating as a trusted commercial adviser. You'll need the confidence and credibility to challenge senior stakeholders constructively, interpret complex data and trends, and turn financial information into clear recommendations that help shape business decisions.
The Role
This is a varied, commercially focused role where you'll:
Partner closely with Retail, Online and Marketing Directors, building trusted relationships and providing meaningful commercial challenge
Analyse monthly financial performance across sales, margin, operating results and profitability, identifying trends, risks and opportunities
Review channel, sales and Key Account performance, using data to identify opportunities to improve productivity and profitability
Analyse sales, open orders, pricing and margin performance and recommend practical improvements
Lead budgeting and forecasting activity across Retail, Online and Marketing, challenging assumptions and providing insightful commentary
Influence business decisions by interpreting financial information and providing actionable recommendations rather than simply reporting the numbers
Support business cases and investment decisions, including reviewing performance against expected returns
Identify financial risks and opportunities and help drive appropriate actions
Support strategic initiatives and continuous improvement across the business
Help continue the evolution of Finance from transactional reporting towards genuine commercial partnership and decision support
What We're Looking For
We're looking for an established Finance Business Partner with at least five years' Business Partnering experience, who is already accustomed to working directly with senior commercial stakeholders.
You'll ideally have:
At least five years' experience operating in a genuine Finance Business Partner capacity
Strong commercial finance experience, ideally partnering Sales, Retail, Online or other commercially focused teams
Proven experience working with senior stakeholders, with the confidence to comfortably challenge and influence at Director level
Strong analytical capability with the ability to identify trends, understand what's driving performance and turn data into meaningful commercial recommendations
Experience analysing sales, margin, pricing, profitability and other commercial performance measures
Strong budgeting and forecasting experience, including challenging assumptions and influencing business plans
A naturally curious, commercially minded approach and the confidence to ask questions rather than simply accept the numbers
Excellent communication and relationship-building skills, with the ability to become a credible and trusted adviser
Strong Excel and financial analysis skills
Experience with SAP, SAP Analytics Cloud (SAC), Power BI or similar reporting and analytical tools would be advantageous
A relevant finance qualification such as CIMA or ACCA would be advantageous.
What's in it for You?
Competitive Salary + up to 10% Bonus + Profit Share
Hybrid Working
Annual performance-related bonus
Profit share scheme
Hybrid working
25 days' holiday plus bank holidays and your birthday, with the option to purchase additional holiday
Enhanced pension
Private healthcare and wellbeing benefits
Life assurance
Employee discounts
....Read more...
An opportunity has arisen for a Mortgage & Protection Advisor to join a mortgage and property services business providing tailored mortgage, protection and financial solutions.
As a Mortgage & Protection Advisor, you will be providing whole-of-market mortgage and protection advice to warm, qualified enquiries while managing clients through to completion.
This role offers a basic salary of £34,000 with an OTE £100,000+ and benefits.
You will be responsible for:
* Provide whole-of-market mortgage and protection advice, supporting clients from initial enquiry through to completion.
* Convert qualified enquiries into completed business while delivering appropriate customer outcomes.
* Build lasting client relationships to encourage repeat business and referrals.
* Work closely with estate agency and property teams to maximise business opportunities.
* Ensure all advice and processes remain fully FCA compliant throughout the advice process.
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage & Protection Adviser, Protection Adviser, Protection Advisor, Mortgage & Protection Advisor, Mortgage Consultant or in a similar role.
* CeMAP qualification.
* Good knowledge of FCA compliance requirements.
* Strong ability to convert leads and build trusted client relationships.
* Motivated, organised and client-focused
Whats on offer:
* Competitive salary
* Regular access to warm, qualified enquiries.
* Leads generated through established property and landlord services.
* Repeat business and professional referrals.
* Full administrative support.
* Whole-of-market mortgage proposition.
* Additional earning opportunities through protection, wills and referral services.
* Company pension and private medical insurance.
* Increasing holiday allowance.
* Ongoing lender training and CPD.
* Genuine opportunities for career progression within a growing property group.
If youre an experienced Mortgage & Protection Advisor seeking higher earnings, quality leads and strong support, this could be the ideal next step.
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 opportunity has arisen for a Mortgage Advisor to join a mortgage and property services business providing tailored mortgage, protection and financial solutions.
As a Mortgage Advisor, you will be providing whole-of-market mortgage and protection advice to warm, qualified enquiries while managing clients through to completion.
This role offers a basic salary of £32,000, with potential for an increase after successfully completing probation, and an OTE of £100,000+.
Whole-of-market experience preferred, but candidates from other mortgage backgrounds will also be considered.
You will be responsible for:
* Provide whole-of-market mortgage and protection advice, supporting clients from initial enquiry through to completion.
* Convert qualified enquiries into completed business while delivering appropriate customer outcomes.
* Build lasting client relationships to encourage repeat business and referrals.
* Work closely with estate agency and property teams to maximise business opportunities.
* Ensure all advice and processes remain fully FCA compliant throughout the advice process.
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage & Protection Adviser, Protection Adviser, Protection Advisor, Mortgage & Protection Advisor, Mortgage Consultant or in a similar role.
* CeMAP qualification.
* Good knowledge of FCA compliance requirements.
* Strong ability to convert leads and build trusted client relationships.
* Motivated, organised and client-focused
Commission structure:
* No commission on the first £3,250 of banked business each month
* 15% commission on banked business above £3,250, up to £100,000
* 20% commission on banked business above £100,000
* Option to refer protection business to the protection team, earning 10% referral commission
Whats on offer:
* Competitive salary
* Regular access to warm, qualified enquiries.
* Leads generated through established property and landlord services.
* Repeat business and professional referrals.
* Full administrative support.
* Whole-of-market mortgage proposition.
* Additional earning opportunities through protection, wills and referral services.
* Company pension and private medical insurance.
* Increasing holiday allowance.
* Ongoing lender training and CPD
If youre an experienced Mortgage Advisor seeking higher earnings, quality leads and strong support, this could be the ideal next step.
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...
Handle day to day post routines including:
Scanning and filing relevant post
Franking and preparing post out
General Office Duties including:
Answering calls and taking messages
Dealing with client queries
Updating ‘task’ management system
Updating our back-office system
Welcoming visitors, making refreshments
Managing adviser’s appointments
Adviser Support including:
Requesting and collating plan information
Assisting in client meeting preparation
Preparing client letters and illustrations
Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including:
Producing and sending portfolio reports to clients
Preparing review documents for adviser
Preparing fund performance information
To progress to Trading and New Business Processing including:
On-line submission of pension and investment applications
Buying and selling trades on Investment Platforms
Submitting client’s income requirements
Fund switch trading on investment platforms
Checking completion of all trades
Medical underwriting applications with clients for life cover
Training:
Day to Day in-house training, office based in Coltishall, Norfolk
External on-line support from apprenticeship training provider
Training Outcome:
After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable
Employer Description:Our goal is simple: to build a firm we’d proudly recommend to our own friends and family, where clients are genuinely at the heart of everything we do. From our independent investment proposition to our competitive fee structure, every part of our service is designed to put your interests first.
We want every client to feel understood, supported and empowered, with clear, personal advice they can trust. As we continue to grow across Norwich, Norfolk and throughout the UK, we remain committed to our values, embracing innovation while never compromising on quality, integrity or service.Working Hours :Monday - Friday, 9.00am - 5.00pm with flexible working offered after probation,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,Creative,Initiative,Non judgemental....Read more...
We are looking for two motivated and detail-oriented Financial Planning Apprentices to join our team. Working closely with our Financial Advisers, Paraplanners and administrators, you will gain practical experience across the financial advice process while developing your technical knowledge.
Under supervision, you will:
Conduct product and fund research to support financial-planning strategies
Liaise with providers to obtain accurate and up-to-date client information
Maintain client information on our CRM system and use specialist financial-planning tools
Support the preparation of accurate and compliant client files, recommendations and suitability reports, working under the supervision of experienced colleagues
Work towards gaining professional qualifications (R01, R02, R03, R04, R05 & R06) and developing knowledge of financial products and planning techniques
Provide administrative support as needed to ensure smooth client service delivery
Training:Paraplanner and Financial Planner Level 4.
This is a work-based apprenticeship with no day release. All training and support will be delivered in the workplace and also by the training provider.Training Outcome:Subject to successful completion and performance and business requirements, there will be an opportunity to progress into a permanent Associate Paraplanner Position. Candidates interested in financial advice may subsequently be supported towards an adviser pathway and further Level 6 or Chartered qualifications.Employer Description:Castell Wealth Management is an award-winning Senior Partner Practice of St. James’s Place, based in the City of London.
We were recognised among the FTAdviser Top 100 Financial Advisers in 2024. We are an ambitious and growing practice with a collaborative team and a strong commitment to developing new talent.Working Hours :Working hours are Monday to Friday, 8:30am to 5:30pm, including hour lunch break.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,Creative,Initiative,Non judgemental,Patience,Physical fitness....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...
Pass the CII Diploma in Regulated Financial Planning (DipPFS) exams via Skills Edge
Direct on-the-job training and experience supporting one of the partners, to build understanding and rapport with the clients to be working with
Arranging meetings and file preparation
Working on client files for pre and post reviews, and new client meetings to update files
Once experienced and competent, setting up protection assurance for clients
Training:Training will take place online within the workplace and consist of weekly e-learning, monthly seminars and quarterly masterclasses to achieve the apprenticeship standard. Training Outcome:Once qualified and proven competences, as clients passed across, a switch from employed to self-employed aligning to partnership rules and additional tax planning this can bring.
Partner will be planning a timescale to their retirement and more client ownership and earnings will be structured towards successful candidate and reduction in Partners Day to day involvement, so in effect a work-out package for Partner and increasing role/ownership in Evans Ash for the successful candidate.
Future exams, unless required by regulation, at applicants cost for their benefit.Employer Description:Independent Financial Adviser firm, specialising in wealth management and retirement planning, with additional expertise in Mortgages; Later Life planning and protection planning. Family firm with over 25 years of successful support for clients.Working Hours :09:00 - 17:00, Monday to Friday.
Occasional work outside of these hours for meetings/conferences. Reasonable travel and accommodation are at Evans Ash cost.
It is not a working from home role, but occasional times will be agreed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Analytical skills,Logical,Rapport building,Empathy (reading client needs),Break complex details down,Time management / punctuality,Driven / hardworking....Read more...
Competitive basic salary + Uncapped Commission | £100,000+ Earning Potential | Monday-Friday | No Weekends | All leads are provided | No cold calling required | Competitive Benefits
An opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a specialist mortgage brokerage, providing tailored mortgage solutions for clients with a range of lending requirements, including complex and specialist cases.
As a Mortgage Advisor / Mortgage Broker, you will work alongside senior brokers, developing your expertise in assessing client requirements, reviewing affordability and supporting mortgage applications through to completion.
Please note: Candidates with strong technical mortgage advice experience will also be considered if they do not have previous experience handling adverse or complex mortgage cases. However, candidates whose experience is limited to standard estate agency mortgage advice will not meet the requirements of this role.
You will be responsible for:
? Assessing mortgage applications involving complex or adverse financial circumstances.
? Reviewing clients' income, expenditure and credit information.
? Preparing mortgage recommendations and supporting documentation for lender submission.
? Carrying out affordability calculations and reviewing suitable lending options.
? Keeping accurate records of client information and application progress.
? Working within relevant mortgage industry regulations and compliance requirements.
? Working closely with colleagues to ensure applications progress smoothly and clients receive appropriate support.
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Broker, Mortgage Adviser, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Approx. 2 years' experience working in mortgage advice.
? Experience of handling adverse / complex mortgage cases is highly preferable.
? CeMap / MAQ mortgage qualification held for at least 12 months
? An in....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...
Reporting directly to the Directors, you will take ownership of the finance function, ensuring robust financial controls, accurate reporting and effective day-to-day financial management.This is more than a traditional Finance Manager role. It is an opportunity to become a trusted business partner to the Directors, helping shape financial strategy, improve business performance and build a scalable finance function to support Re-Com's continued growth.You'll be equally comfortable rolling up your sleeves to manage the day-to-day finance operations while also providing commercial insight, financial analysis and strategic support that helps drive informed business decisions. As the business continues to grow, you'll play a key role in developing systems, improving processes and ensuring the finance function evolves alongside the company.What We Offer
Hours: 20 - 30 hours per week (flexible)A modern working environment.A varied, autonomous role with real responsibility.The opportunity to influence strategic decisions.A growing, ambitious company where your contribution will genuinely matter.The chance to become a trusted adviser to the Directors and help shape the future of Re-Com.
About YouYou'll be an experienced Finance Manager who enjoys working closely with business owners and making a genuine difference. Key ResponsibilitiesFinancial Operations
Manage Sales Ledger (Accounts Receivable), including customer invoicing and collections.Manage Purchase Ledger (Accounts Payable), including supplier invoice processing.Process supplier payment runs.Complete supplier and customer reconciliations.Process staff expenses, company credit cards and petty cash.Complete bank postings, reconciliations and maintain bank feeds.Manage online banking and oversee the company's daily cash position.Manage invoice finance (Fac Flow) and banking relationships.Prepare and submit VAT returns.Maintain accurate financial records and ensure compliance with statutory requirements.
Financial Management
Prepare monthly management accounts and board reporting packs.Budgeting, forecasting and cash flow management.Produce meaningful variance analysis and KPI reporting.Maintain balance sheet integrity, including reconciliations, accruals, prepayments and fixed asset accounting.Support year-end accounts preparation and liaise with external accountants.
Commercial Support
Partner with the Directors to support commercial decision-making.Prepare financial modelling and business cases.Carry out profitability analysis, ROI analysis and risk assessments.Provide financial insight to support business growth and strategic planning.Continuous ImprovementReview, develop and improve finance processes and internal controls.Drive efficiencies through effective use of QuickBooks and supporting systems.Identify opportunities to automate reporting and streamline workflows.Build a scalable finance function capable of supporting future growth.
Essential
AAT, IAB or ICB qualified (full or part-qualified), or Qualified by Experience (QBE) 3+ years.Minimum three years' finance experience.Experience within at least two UK SME businesses.Recent UK finance experience.Experience producing management accounts.Strong commercial awareness.Excellent organisational and communication skills.Systems ExperienceQuickBooks Online.Microsoft Excel (including formulas, multi-sheet workbooks and reporting).
Desirable
Sage 50c.Xero.Invoice finance/factoring experience.
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Finance Director£80,000 | Permanent | Ideally Full-time although Part-time may be consideredLocation: Wincanton, SomersetAre you a commercially minded Chartered Accountant who wants genuine influence, rather than simply another FD title?Are you able to Audit and sign off accounts ACCA / ACA? 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...
Job Description:
We are recruiting for an experienced Senior Legal Counsel to join a growing financial services business on a minimum 4-month day-rate contract basis.
The role involves providing commercially focused legal advice across a broad range of matters, work closely with senior stakeholders and take ownership of key strategic and commercial projects.
The role offers remote working within the UK, and full-time or part-time hours can be considered.
Skills/Experience:
Qualified solicitor with strong experience in commercial legal matters.
Strong understanding of general commercial legal principles.
Experience drafting, reviewing and negotiating commercial contracts.
Ability to manage a varied workload independently and prioritise competing demands.
Knowledge of FCA requirements, particularly in relation to outsourcing and operational resilience.
Experience across corporate law, disputes/litigation or data protection.
Experience working closely with Procurement teams.
Core Responsibilities:
Provide strategic and commercially focused legal advice across a broad range of matters, including complex or specialist areas.
Draft, review and negotiate a wide range of commercial contracts and high-value agreements.
Work closely with Procurement and other key stakeholders to develop and embed effective contracting processes and internal precedents.
Identify, assess and manage legal and commercial risks, recommending appropriate mitigation where required.
Support corporate governance matters and, where appropriate, corporate transactions.
Manage contractual disputes and contentious matters, depending on experience.
Develop strong relationships with senior stakeholders and act as a trusted legal adviser to the wider business.
Work with external counsel on key projects where required.
Provide guidance and support to junior members of the legal team where appropriate.
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...
£35,000 - £45,000 basic + Uncapped Commission | £100,000+ Earning Potential | Monday-Friday | No Weekends | All leads are provided | No cold calling required | Competitive Benefits
An opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a specialist mortgage brokerage, providing tailored mortgage solutions for clients with a range of lending requirements, including complex and specialist cases.
As a Mortgage Advisor / Mortgage Broker, you will work alongside senior brokers, developing your expertise in assessing client requirements, reviewing affordability and supporting mortgage applications through to completion.
Please note: Candidates with strong technical mortgage advice experience will also be considered if they do not have previous experience handling adverse or complex mortgage cases. However, candidates whose experience is limited to standard estate agency mortgage advice will not meet the requirements of this role.
You will be responsible for:
* Assessing mortgage applications involving complex or adverse financial circumstances.
* Reviewing clients' income, expenditure and credit information.
* Preparing mortgage recommendations and supporting documentation for lender submission.
* Carrying out affordability calculations and reviewing suitable lending options.
* Keeping accurate records of client information and application progress.
* Working within relevant mortgage industry regulations and compliance requirements.
* Working closely with colleagues to ensure applications progress smoothly and clients receive appropriate support.
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Broker, Mortgage Adviser, Mortgage Consultant, Mortgage Specialist or in a similar role.
* 2 years' experience working in mortgage advice.
* Experience of handling adverse / complex mortgage cases is highly preferable.
* CeMap / MAQ mortgage qualification held for at least 12 months
* An interest in developing knowledge within specialist mortgage lending.
* Good numerical ability to assess income, expenditure and mortgage affordability.
Whats on offer:
* Competitive salary
* Pension scheme
* 23 days holiday entitlement plus bank holidays
* Birthday day off
* Life insurance
* Company events
* Staff incentive schemes
* Death in Service benefit
* Free and on-site parking
* Cycle to work scheme
* All leads provided - no cold calling
* Ongoing career development opportunities
* Supportive and friendly office environment
This is a great opportunity for a Mortgage Advisor / Mortgage Broker looking to develop their expertise while increasing their earning potential.
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 & Businesses Regulations 2003.\
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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...
Job Description:
Core-Asset Consulting is recruiting on behalf of our client, a financial services company, for an experienced Senior Digital Experience Specialist. This great opportunity is based in Newcastle.
This is an exciting opportunity for a commercially and technically capable digital specialist to play a key role in the management, governance and optimisation of a corporate website and internal intranet platform.
Reporting to the Digital Experience Manager, you will combine advanced digital content expertise with hands-on delivery to help ensure both channels provide high-quality, compliant and engaging experiences for clients, advisers, prospects and colleagues.
As the Senior Experience Specialist within the team, you will lead complex digital content initiatives including website page builds, campaign landing pages, content migrations and user experience improvements. You will also act as the subject matter expert for CMS and SharePoint content management, supporting the effective use of templates, reusable components, content models and design systems to create scalable and consistent digital experiences.
Skills/Experience:
Strong experience using component-based CMS platforms to create webpages, campaign landing pages and digital experiences.
Experience working with reusable templates, content models, design systems and structured content approaches.
Advanced understanding of UX, information architecture, accessibility and content design principles.
Experience leading content governance, content audit and optimisation initiatives.
Experience working with multiple stakeholders in a regulated environment.
Strong experience of SharePoint Online and CMS platforms such as Optimizely, Sitecore, Umbraco or similar.
Working knowledge of HTML and CSS, with the ability to troubleshoot content presentation issues, support page assembly and work effectively with development teams on digital experience delivery.
Experience supporting website migration or digital transformation programmes.
Experience with personalisation, experimentation and conversion rate optimisation.
Experience with GA4, Microsoft Clarity and related analytics platforms.
Core Responsibilities:
Lead the delivery of complex website and intranet content initiatives, ensuring outputs meet agreed standards for accessibility, compliance, usability and quality.
Act as the senior practitioner for website and intranet content management, publishing standards and governance processes.
Support the implementation of the digital experience roadmap across website and intranet platforms.
Review and quality assure content updates and page builds prior to publication where appropriate.
Lead content migration, restructuring and content improvement programmes.
Identify opportunities to improve content structures, publishing workflows, authoring processes and governance controls.
Act as an escalation point for complex content requirements and publishing challenges.
Lead the creation of complex webpages, campaign landing pages and digital experiences using approved templates, reusable components and design systems.
Advise stakeholders on the most effective use of templates, components and page structures to achieve business objectives.
Optimise page layouts, content presentation and digital experiences using established UX and conversion best practices.
Provide technical guidance and quality assurance for page builds completed by Digital Experience Specialists.
Maintain expert knowledge of the CMS platform and ensure best practice use of available functionality.
Lead content and user journey reviews across key adviser, client, prospect and colleague journeys.
Analyse behavioural, search and engagement data to identify opportunities for improvement.
Maintain advanced knowledge of CMS platforms, SharePoint and digital publishing technologies.
Contribute to future CMS, intranet and digital experience initiatives.
Lead regular content performance reviews across website and intranet platforms.
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...
