Independent Financial Adviser Location: London Contract: Permanent (Self-Employed Agreement) Rate: £negotiable (% of revenue + fixed expense) Start Date: Flexible *Remote working available* Contact: greg.waite@servicecare.org.uk
Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in London for experienced Chartered/Non-Chartered Financial Advisers to join their team on a self-employed basis. The firm are looking to bring in professionals with their own current portfolio of clients or professionals that can guarantee £5m+ AUM to be brought in following retainer period.
The firm operate on a self-employed basis and therefore all clients brought in by the adviser will remain under their ownership and the firm will offer an guaranteed expense whilst the adviser builds their portfolio. This is a fantastic opportunity to build on your portfolio and work alongside high-level advisers, there is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.
The firm are flexible on working arrangements and there will be no expectation to come to office, however, the firm sees benefit in sharing expertise and methods among advisers.
Candidate Criteria
Level 4 Diploma through CII/LIBF as a minimum.
Current AUM/FUM of £5m+ or confident of bringing this amount in after retainer period.
Track record of advising a client portfolio and generating business to grow a portfolio.
Great communication skills and ability to work professionally and adapt to any team fit.
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.....Read more...
Finance Adviser - Education Sector Specialist
Location: North Kent - Remote with regular travel to clients' premises
Contract Type: Permanent
Salary: £35k+
- Join a dynamic company dedicated to providing top-quality financial solutions for the education sector.
- Excellent career progression prospects, competitive salary, and comprehensive benefits package
- Contribute to the success and sustainability of educational institutions across the UK
- Friendly and positive work environment emphasising flexibility, continuous learning, and work-life balance
Our client, a leading provider of financial services for the education sector, is seeking a highly motivated Finance Consultant to join their talented team. This is an exciting opportunity for a finance professional passionate about making a positive impact in the education sector to take on a key role within a growing company.
Position Overview
As a Finance Adviser, you will play a crucial role in supporting educational institutions in managing their finances effectively. You will work closely with school finance staff, providing training on relevant finance software, offering absence cover for senior finance roles, and assisting with monthly management accounts, budgets, and forecasts. Your expertise will be instrumental in ensuring compliance with financial regulations and best practices, ultimately contributing to the overall success and sustainability of the schools and academies we serve.
Finance Adviser Responsibilities
- Train school finance staff on relevant finance software and best practices
- Provide absence cover for Senior Finance Manager and Finance Controller roles
- Prepare monthly management accounts and assist with school budgets and forecasts
- Aid clients and auditors with financial statements and year-end audits
- Advise clients on best practices based on the Academies Financial Handbook
- Ensure client work is scheduled appropriately and maintain communication with line managers regarding workload
- Arrange client work logistics and promote our services to potential clients
- Maintain a strong presence on LinkedIn and keep up with sector changes
- Conduct training and development for junior team members
Finance Adviser Requirements
- Proven experience in a finance role within the education sector
- Strong knowledge of financial regulations and best practices
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Proficiency in relevant finance software and Microsoft Office suite
- Ability to work independently and as part of a team, with strong organizational and time management skills
- Professional demeanor, positive attitude, and strong work ethic
- Commitment to career development and self-reflection
- Confidence to interact with clients in challenging situations and resolve team issues effectively
Company Overview
Our client is a well-established company specialising in providing comprehensive financial solutions tailored to the unique needs of the education sector. With a mission to support educational institutions in managing their finances effectively, they have built a reputation for delivering high-quality services that ensure compliance with financial regulations and promote best practices. The company's dedicated team of experts works closely with schools and academies across the UK, contributing to their overall success and sustainability.
Benefits
- Great career progression prospects
- Comprehensive benefits package, including healthcare plan, pension scheme, and study support, regular training opportunities
- Social events
- Flexible working arrangements
- Opportunities to participate in company charity events
- Friendly and positive work environment that values commitment, passion, and continuous learning
Alongside this attractive package, you'll be part of a supportive and collaborative team that values work-life balance and fosters a culture of continuous professional development. Our client is committed to creating an inclusive and diverse workplace where every team member can thrive and make a meaningful impact in the education sector.
They are looking to hire immediately, so apply today!
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Senior Finance Adviser - Education Sector Specialist
Location: North Kent - Remote with regular travel to clients' premises
Contract Type: Permanent
Salary: £45k+
- Join a dynamic company dedicated to providing top-quality financial solutions for the education sector.
- Excellent career progression prospects, competitive salary, and comprehensive benefits package
- Contribute to the success and sustainability of educational institutions across the UK
- Friendly and positive work environment emphasising flexibility, continuous learning, and work-life balance
Our client, a leading provider of financial services for the education sector, is seeking a highly motivated Finance Consultant to join their talented team. This is an exciting opportunity for a finance professional passionate about making a positive impact in the education sector to take on a key role within a growing company.
Position Overview
As a Finance Adviser, you will play a crucial role in supporting educational institutions in managing their finances effectively. You will work closely with school finance staff, providing training on relevant finance software, offering absence cover for senior finance roles, and assisting with monthly management accounts, budgets, and forecasts. Your expertise will be instrumental in ensuring compliance with financial regulations and best practices, ultimately contributing to the overall success and sustainability of the schools and academies we serve.
Finance Adviser Responsibilities
- Train school finance staff on relevant finance software and best practices
- Provide absence cover for Senior Finance Manager and Finance Controller roles
- Prepare monthly management accounts and assist with school budgets and forecasts
- Aid clients and auditors with financial statements and year-end audits
- Advise clients on best practices based on the Academies Financial Handbook
- Ensure client work is scheduled appropriately and maintain communication with line managers regarding workload
- Arrange client work logistics and promote our services to potential clients
- Maintain a strong presence on LinkedIn and keep up with sector changes
- Conduct training and development for junior team members
Finance Adviser Requirements
- Proven experience in a finance role within the education sector
- Strong knowledge of financial regulations and best practices
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Proficiency in relevant finance software and Microsoft Office suite
- Ability to work independently and as part of a team, with strong organizational and time management skills
- Professional demeanor, positive attitude, and strong work ethic
- Commitment to career development and self-reflection
- Confidence to interact with clients in challenging situations and resolve team issues effectively
· Accountancy qualification - ACA or ACCA Qualified preferred
· Experience working in the education or charity sector
· Knowledge of PS Financials/IRIS Financials software would be desirable
· Be dedicated to delivering the best possible service to clients
· Be professional and presentable
· Have exceptional communication skills with the ability to speak to individuals of all levels
· Hold a full UK driving licence and have access to your own vehicle
Company Overview
Our client is a well-established company specialising in providing comprehensive financial solutions tailored to the unique needs of the education sector. With a mission to support educational institutions in managing their finances effectively, they have built a reputation for delivering high-quality services that ensure compliance with financial regulations and promote best practices. The company's dedicated team of experts works closely with schools and academies across the UK, contributing to their overall success and sustainability.
Benefits
- Great career progression prospects
- Comprehensive benefits package, including healthcare plan, pension scheme, and study support, regular training opportunities
- Social events
- Flexible working arrangements
- Opportunities to participate in company charity events
- Friendly and positive work environment that values commitment, passion, and continuous learning
Alongside this attractive package, you'll be part of a supportive and collaborative team that values work-life balance and fosters a culture of continuous professional development. Our client is committed to creating an inclusive and diverse workplace where every team member can thrive and make a meaningful impact in the education sector.
They are looking to hire immediately, so apply today!
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Scanning incoming post and attaching to the client file
Preparing outgoing post to be sent
Speaking to insurance companies for updates on outstanding issues
Keeping the client records up to date
Training:
Business Administration Level 3
On and off the job training and location to be confirmed
Training Outcome:
Financial Services Administrator
Paraplanner
Financial Planner / Adviser
Employer Description:Moffatt Financial Planning has been providing financial advice since 1967.
We’ve helped clients of all types including private individuals, small businesses and medium sized companies.Working Hours :Monday to Friday, 9am to 5pm, with one hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Team working....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
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (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
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:
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 - 5.00pmSkills: 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...
Job Description
Service Care Solutions has a new and exciting opportunity which has become available working as a Leaving Care Personal Advisor with Stockport Council
Stockport Council are currently looking for someone who is happy to work 37 hours per week.
About the Role:
Stockport Council is seeking a dedicated Personal Adviser to join the Leaving Care Team. This role involves supporting young people aged 16-25 who are, or have been, looked after by the local authority. As a Personal Adviser, you will play a key role in helping care leavers transition to independent adulthood, providing guidance, support, and advocacy.
Key Responsibilities:
Manage a caseload of young people, ensuring compliance with the Children Act 1989 and Children (Leaving Care) Act 2000.
Develop and implement Pathway Plans, supporting young people in education, training, and independent living.
Maintain regular contact, conduct assessments, and promote young people's welfare.
Work closely with partner agencies, including social services, health, housing, education providers, and law enforcement.
Support young people’s financial independence and offer practical guidance on budgeting.
Participate in duty rotations, team meetings, and continuous training to provide high-quality service.
Essential Criteria:
Relevant experience with care leavers or young people.
Knowledge of Leaving Care legislation and child/adult development.
Strong communication, organizational, and assessment skills.
NVQ Level 3 in childcare or equivalent qualification.
Ability to drive and access to a vehicle for work purposes.
APPLY NOW - Send your CV to John… John.deane@servicecare.org.uk
Why Service Care Solutions?
A Dedicated consultant specific to your area of work with up to date knowledge on markets and new positions.
We operate nationwide working with both public and private domains.
All Compliance paid for including DBS and Social Work registration.
We operate 3 payrolls per week
Bring your Job to us bonus of £250
Refer a friend Bonus of £250
....Read more...
Answer and direct phone calls providing polite & professional communication
Greet & assist visitors to the office
Dealing with incoming & outgoing post
Action email requests from advisers & clients
General office duties e.g. filing & photocopying
Book meeting rooms, hotels, taxis etc.
Conduct accurate data entry
With further training, the apprentice’s role will also expand to include:
Client valuations
Client investment/pension withdrawals
Assist in the preparation of regular annual review letters & reports
Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports
Training:
Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 digital study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge
Training Outcome:Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).Employer Description:We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgagesWorking Hours :Monday to Friday 09:00 – 17:00, 60 minutes lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Work well under pressure,Conscientious,Hard Working....Read more...
A well-established law firm based with offices in England and Scotland are looking for an experienced Residential Conveyancing Technical Adviser to join their busy team and work either fully remote or in their Lincoln office. The role You will support the Conveyancers and Fee Earners on your team to progress transactions through to the exchange stage as efficiently and quickly as possible This will include checking titles for properties and ensuring they are marketable Dealing with all the legal aspects of the transaction Your caseload will include a range of transactions including freehold, leasehold, shared ownership, new build and unregistered titles Supporting clients and keeping them updated through regular communication and correspondence, building solid relationships along the way Coaching junior members of your team and understand the responsibilities of your colleagues, ensuring that work is distributed fairly and evenly The ideal candidate You will be an experienced Conveyancer with excellent knowledge on the process of each transaction and upwards of 5 years’ experience managing your own caseload, including Title Checks You must be up to date on current case law as well as financial matters included in the world of conveyancing The ability to work under pressure, maintain excellent client care and coach junior members of your team is essential The firm are open in terms of qualification so whether you are a Solicitor, Chartered Legal Executive, Licensed Conveyancer or an un-qualified Fee Earner, I would still urge you to apply.....Read more...
Responsibilities;
Managing social media pages by posting updates and responding to comments and messages
Communicating with clients, and external agencies & providers
Creating and delivering presentations
Submitting ideas for marketing programmes designed to enhance and grow the company’s brand
Writing and editing press & website content
Attending industry/company events and gathering and collating feedback
Acting as a point of contact for clients and providers via email, over the phone or in person
Welcoming visitors to the office, organising parking clearance and showing them to meetings. Booking meeting rooms for colleagues and arranging meeting schedules
Organising filing systems and updating office databases (intelligent office, one scans, client files)
Ordering new office equipment, such as stationery, printer refills or refreshments
Scheduling meetings for the adviser with clients or other professionals
Responding to questions and requests for information from clients, providers and other professionalsTraining:You will achieve the Level 3 Business Administration Apprenticeship Standard.
There are workshops that you will need to attend via Teams.
You will have a mentor for one to one teaching and learning.
In-house training will be given to support specifics of the role.Training Outcome:There will be opportunities for ongoing career progression and development upon completion of the apprenticeship for the right candidate.Employer Description:Directly authorised, Chartered financial planners supporting our clients to achieve their goals for the future and guiding them to make a holistic plan for their future finances.Working Hours :Monday 9am-5pm (1 hour for lunch)
Tuesday -Thursday 9am-4pm(1 hour for lunch)
Friday 9am-2pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Creative,Initiative....Read more...
