An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients.
As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships. This full-time role offers starting salary of £45,000 and benefits.
You will be responsible for:
? Managing and growing a portfolio of clients through referrals, networking, and introducers.
? Conducting comprehensive reviews, gathering and analysing financial information to make appropriate recommendations.
? Maintaining accurate and compliant records in line with internal procedures and industry standards.
? Completing the required number of annual CPD hours, including structured learning, to maintain professional development
? Supporting and upholding positive consumer outcomes in line with the principles of Consumer Duty.
? Working closely with a professional support team of paraplanners and administrators to ensure efficient delivery of service.
? Keeping abreast of regulatory, product, and industry changes, ensuring compliance at all times.
What we are looking for:
? Previously worked as a Independent Financial Adviser, Financial Adviser, Financial Planner, Financial Consultant, IFA, Financial Planning Consultant, Financial Services Consultant, Investment Adviser, Independent Financial Advisor, Financial Advisor, Investment Advisor or in a similar role.
? Level 4 or equivalent Diploma in Financial Planning.
? Understanding of FCA compliance and regulatory requirements.
? Excellent interpersonal and communication skills.
? Highly organised with strong attention to detail and effective time management.
What's on offer:
? Competitive salary
? 20 days holidays plus bank holidays
? Pension contributions
? Early finish on Fridays
? On-site parking
? Flexible and hybrid wor....Read more...
An exceptional opportunity for a Senior Business Development Manager with experience in selling services to the financial services industry, to join a pioneering provider of financial services education. We are seeking a Global Head of Business Development for an Financial educational start-up. This organisation stands at the forefront of financial services education, offering career-focused programs that are in a class of their own. With flagship initiatives like the Henley Executive Hedge Fund Program, they have cemented their reputation globally through an exclusive partnership with a leading business school.A glimpse into your future role: As the Global Head of Business Development, you will be stepping into a dynamic and critical role within the company. There is currently no dedicated sales function in the UK, and with your experience you will be the primary revenue generation, using your black book and background with selling into financial services. You will be responsible for identifying and engaging new leads, building pipelines, tracking prospects, and ultimately converting them into clients. Additionally, you will be managing and developing processes for small teams in Hong Kong. The expectation is for you to not only adapt swiftly but to excel from the onset, spearheading business development efforts with strategic acumen and visionary leadership.Here's what you'll be doing:Identifying prospective clients and generating recurring revenues in the UK Growing, leading and managing international teams, ensuring cohesion and peak performance across different geographies. Implementing robust relationship-based sales practices and processes across all BD teamsBuilding and nurturing high-value relationships within the financial services provider industry with networking and attending events as well as learning on your extensive network.Strategically expanding the company's global footprint through innovative business development initiatives. Here are the skills you'll need:Proven track record in business development within the financial services provider industry, with a strong preference for candidates possessing experience in sales related to tech, industry media, accounting, or fund administration. Exceptional relationship-building and networking skills, with a proven ability to engage with and influence key stakeholders. Experience in managing a BD team, with a flair for leadership that can transcends cultural and geographical boundaries. Excellent communication and negotiation skills, capable of articulating complex ideas with clarity and persuasiveness. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive salary - Reflective of skills and experience; specific range to be discussed during the interview process. Opportunity to play a pivotal role in the expansion of a leading company within the financial services education sector.Access to a global network of professionals and industry leaders. Why pursue a career in Financial Services Education?Embarking on a career as a Global Head of Business Development within the financial services education sector offers unparalleled opportunities to shape the future of finance professionals globally. This role not only places you at the heart of innovation in financial education but also in a position to influence the next generation of leaders in the financial services industry. With the sector's rapid evolution, driven by technological advancements and regulatory changes, your impact will extend far beyond business development, contributing significantly to the broader mission of enhancing financial literacy and competency across the globe.....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
? Possess 1 year of paraplanning experience
? Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
? Strong understanding of paraplanning processes and financial planning concepts
? Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
? Level 4 Diploma in Financial Planning (CII) or actively working towards completion
? Experience liaising with product providers and platforms to gather necessary data
What's on offer:
? Competitive salary
? Annual discretionary bonus
? Company pension scheme
? Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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 ....Read more...
An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients.
As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships. This full-time role offers starting salary of £45,000 and benefits.
You will be responsible for:
* Managing and growing a portfolio of clients through referrals, networking, and introducers.
* Conducting comprehensive reviews, gathering and analysing financial information to make appropriate recommendations.
* Maintaining accurate and compliant records in line with internal procedures and industry standards.
* Completing the required number of annual CPD hours, including structured learning, to maintain professional development
* Supporting and upholding positive consumer outcomes in line with the principles of Consumer Duty.
* Working closely with a professional support team of paraplanners and administrators to ensure efficient delivery of service.
* Keeping abreast of regulatory, product, and industry changes, ensuring compliance at all times.
What we are looking for:
* Previously worked as a Independent Financial Adviser, Financial Adviser, Financial Planner, Financial Consultant, IFA, Financial Planning Consultant, Financial Services Consultant, Investment Adviser, Independent Financial Advisor, Financial Advisor, Investment Advisor or in a similar role.
* Level 4 or equivalent Diploma in Financial Planning.
* Understanding of FCA compliance and regulatory requirements.
* Excellent interpersonal and communication skills.
* Highly organised with strong attention to detail and effective time management.
What's on offer:
* Competitive salary
* 20 days holidays plus bank holidays
* Pension contributions
* Early finish on Fridays
* On-site parking
* Flexible and hybrid working options
* Team-building events and a collaborative working culture
This is a fantastic opportunity to join a highly regarded financial planning firm in a stable, supportive environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
* Possess 1 year of paraplanning experience
* Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
* Strong understanding of paraplanning processes and financial planning concepts
* Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
* Level 4 Diploma in Financial Planning (CII) or actively working towards completion
* Experience liaising with product providers and platforms to gather necessary data
What's on offer:
* Competitive salary
* Annual discretionary bonus
* Company pension scheme
* Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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...
Role Summary A unique internship opportunity for undergraduates with strong analytical abilities and interest in financial services, commencing June/July for 2-4 months. Company Profile The Opportunity Hub UK has partnered with an established financial services organisation based across Woking and London locations. Our client combines technological innovation with financial expertise to deliver market-leading solutions to their customers. Internship Overview This structured programme offers practical experience in business and financial analysis within a technology-driven environment. You'll work within cross-functional teams to analyse data, develop insights, and contribute to business decision-making processes. Main DutiesSupport the analysis of financial data using various analytical toolsAssist in creating reports and dashboards for business intelligenceHelp identify patterns and trends in complex datasetsCollaborate with technical and non-technical stakeholdersContribute to process improvement initiativesEssential RequirementsCurrent undergraduate in Finance, Business, Economics, Mathematics, Statistics, or related disciplinesStrong analytical capabilities and attention to detailProficiency in data analysis tools (SQL, Excel, Python beneficial but not required)Excellent numerical and statistical reasoningStrong communication skills to present findings to varied audiencesLegal Requirements All candidates must have the right to work in the UK. We cannot provide visa sponsorship for this position. Professional Development This position offers a competitive salary of £24,000-£25,000 (pro-rated). The intersection of business analysis and financial services represents one of the most dynamic and rewarding career paths available. This internship provides foundational experience for roles such as Financial Analyst, Business Intelligence Specialist, or Data Analyst within the financial services sector. The analytical skills developed are highly valued across industries.....Read more...
This is a fantastic graduate sales development opportunity for a highly driven and articulate candidate looking to break into financial services industry. Step into the future of financial advisory services with an innovative company that has redefined investment management. This firm is recognised internationally for its commitment to quality, innovation, and technology in the financial advisory sector. They provide a multi-layered investment proposition, focusing on independent investment management and leveraging cutting-edge technology to enhance advisory services. Job Overview: We are seeking a Graduate Sales Development Representative to join our London team. This role is ideal for an ambitious graduate looking to kickstart a career in sales within the financial services industry. You will be at the forefront of our business development efforts, helping to expand our reach and influence within the financial advisory community. Here's what you'll be doing:Generating new business opportunities by identifying and qualifying potential leads for the senior sales team and directors to get over the line. Engaging with prospective clients to introduce them to our unique investment management solutions.Collaborating with the marketing team to refine outreach strategies and implement sales campaigns.Conducting market research to stay informed about industry trends and competitor activities.Participating in training and development sessions to enhance your sales techniques and financial product knowledge.Here are the skills you'll need:A degree in Business, Finance, or a related field.Excellent communication and interpersonal skills.Strong organisational and time-management abilities.A proactive mindset and eagerness to take on new challenges.Ability to work effectively in a team-oriented environment.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:A starting salary of £30,000.Comprehensive training program tailored to your professional growth.Opportunities for career advancement within a rapidly growing international company.Access to cutting-edge tools and technologies in financial services.Involvement in a company culture that values innovation and employee contribution.Embarking on a career as a Graduate Sales Development Representative in the financial services industry offers a dynamic and rewarding pathway. You will be part of a sector that is at the forefront of combining financial expertise with technological advancement, providing you with the skills and experiences necessary to excel in the modern economic landscape. This opportunity not only allows you to develop a robust understanding of financial markets but also equips you with critical sales and business development skills that are highly valued across industries.....Read more...
Key Responsibilities:
Assist with client communications, both written and verbal
Help prepare documents and reports for client meetings
Maintain accurate records and update client information
Support the processing of applications and policy administration
Learn about financial products, compliance, and industry regulations
Contribute to a positive and professional office environment
What We Offer:
Full training and support towards a Level 3 Financial Services
Administrator apprenticeship
A welcoming, team-oriented workplace
Opportunities for progression and long-term career development
A chance to make a real difference in clients’ financial futures
Start your career with a company that values integrity, learning, and personal growth. Join Lawrence Clarke Financial Planning and take your first step into the world of financial advice.Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Successful apprentices will have the opportunity to progress within the business, including the chance to undertake a Level 4 Paraplanner Apprenticeship. This next step offers deeper technical knowledge and the potential to move into a more analytical and client-focused role, supporting financial advisers with research, report writing, and financial planning strategies.Employer Description:Lawrence Clarke Financial Planning is an independent financial advice company based in Fareham, Hampshire. Since 1998, the team has been dedicated to helping individuals and families make confident, informed financial decisions at every stage of life. They offer clear, jargon-free advice tailored to each client’s unique goals—whether that’s planning for retirement, managing wealth, or protecting loved ones.
The firm works with a wide range of clients, including professionals, business owners, and retirees, providing bespoke financial solutions that evolve with life’s changes. Their approach is personal, proactive, and focused on building long-term relationships based on trust and understanding.
Joining Lawrence Clarke as an apprentice means becoming part of a supportive, client-focused team that values integrity, learning, and making a real difference in people’s lives.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,Attention to detail,Organisation skills,Proactive attitude,Willingness to learn....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
Position Overview: An exceptional opportunity for an undergraduate with strong writing skills and a demonstrated interest in marketing within the financial services sector. Ideal for final year students or those seeking a placement year starting in June/July. About the Company: This forward-thinking financial services firm, based in Woking, delivers innovative solutions to clients across the sector. The company values fresh perspectives and is dedicated to developing emerging talent in a dynamic, professional environment. Key Responsibilities:Assist in creating compelling marketing content for various platformsSupport the development and execution of marketing campaignsHelp analyse marketing metrics and campaign performanceContribute to social media strategy and content creationParticipate in market research activitiesAssist with copywriting for website, newsletters, and promotional materialsSupport brand development initiativesEssential Requirements:Currently pursuing an undergraduate degree in Marketing, Communications, Business, English or related disciplineDemonstrable interest in financial services (through coursework, projects, or extracurricular activities)Excellent writing and communication skillsStrong attention to detail and creative thinking abilitiesProficiency with digital marketing platformsAbility to work independently as a self-starterMust be able to work in the office 4-5 days per week in WokingAll applicants must have the right to work in the UKDesirable Skills:Experience with content management systemsUnderstanding of SEO principlesBasic graphic design skillsExperience with analytics toolsKnowledge of financial products and servicesDuration: Preference will be given to final year students or those seeking a longer assignment such as a placement year, rather than a short-term internship. Compensation: Competitive annual salary ranging from £24,000 to £25,000, based on skills and experience. Development Opportunities: This role provides valuable exposure to marketing in the financial services sector. You'll gain hands-on experience working with marketing professionals, developing skills that are highly transferable across industries. This placement serves as an excellent foundation for careers in financial marketing, content creation, brand management, or communications. Work Authorisation: Candidates must have the legal right to work in the United Kingdom. Please note that visa sponsorship is not available for this role.....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
Harper May is presently collaborating with a prominent financial services group. Our client is actively in search of a skilled and driven FP&A Manager to become a part of their amicable finance team. The perfect candidate should hold full qualifications and possess experience in the financial services sector.Functioning within the senior management team, this position bears the main responsibility for brand-related planning and forecasting. Key responsibilities for the FP&A Manager:
As FP&A Manager you will work closely with senior management to increase a company's efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan
Work closely with senior management to build budgets
Delivery of competitor analysis, market trends and associated commentary to the Leadership team
Accurate forecasting of monthly revenues, costs and results
Management of the finance department as well as the purchasing/goods receiving team - team of 4
Margin analysis
Experience working with SAP System, F&B Shop and Opera is desirable
Required Skills
Been a previous FP&A Manager
Qualified Accountant (ACA/ACCA/CIMA)
Advanced Excel skills
Good communication skills both verbal and written
Good planning and organisational skills
Professional approach to work ethics
Previous experience within the financial services sector is a necessity
Lastly, if you are looking for a FP&A Manager role within financial services this is a fantastic role for you.....Read more...
Assessment of loan applications to the Credit Union in line with policy and delegated authority limits
To provide support and guidance to members on behalf of the Bradford District Credit Union
To develop good working relationships with colleagues to support the delivery of Credit Union services and showing at all times professionalism and respect
To promote fairness and inclusion across all Credit Union service provision and employment through personal example and open commitment
To carry out any other duties as may be required, which are reasonable in terms of the nature and level of the post
Evaluate, process and assess loan applications, making decisions with delegated lending authority
To provide credit control with information following requests to support with decision making, including information that may relate to a complaint/Ombudsman request/decision
Maintain key Credit Union systems including the IT system, banking system and other manual filing systems
To support the Senior Lending & Member Services Officer and Lending & Member Services Lead with any internal or external audit requirements and ensuring a robust control framework is being adhered to at all times
To take phone calls and answer emails to support the loans team
To assist the Senior Lending & Member Services Officer and Lending & Member Services Lead in a system transformation through reviewing policies and procedures and system testing
Promote continuous improvement by:
Maintaining knowledge of relevant guidance
Ensure quality and consistency of financial information
Promoting governance and risk management awareness and the maximising of resources to improve value for money
To support Member Services when necessary to ensure effective delivery of the front end service
To carry out any other office duties that may be required by management
Training:Business Administrator Level 3 Apprenticeship Standard:
You must attend college one day per month
All work uploaded online to Aptem
Training Outcome:
Role Advancement: If the opportunity is to arise, the potential to move into a more senior role
Skill Enhancement: Development of professional skills in financial services and customer relations
Educational Opportunities: Access to training programmes and potentially further education in finance or related fields
Diverse Career Paths: Exposure to various departments, leading to a broad range of career paths within BDCU
Leadership Potential: Long-term potential to grow into supervisory or management positions
Industry Network: Building connections within the financial services sector for future opportunities
Personal and Professional Growth: Gaining valuable experience and knowledge for personal financial understanding and career development
Employer Description:Bradford District Credit Union (BDCU) is a progressive non-profit ethical community bank owned by its members. With 10,000 members, we take pride in our 30 years of dedicated service. As a rapidly growing organisation, we serve as a community development hub by leading on innovate projects and events, collaborating with various partners to offer community and commercial projects aimed at fostering a savings culture.
At BDCU, we provide a "Faith Friendly" alternative to high street banks, predatory lenders, and costly money lenders. Our primary focus is to encourage savings through a range of accounts, including savings accounts and junior savings accounts. Additionally, we offer loans to our members and individuals in need of financial support. We extend our services to companies as well, providing savings and loan options to their staff, promoting safe and responsible financial practices.Working Hours :Monday - Thursday, 8.30am - 4.30pm and Friday, 8.30am - 4.00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Team working,Financial Awareness,Time Management....Read more...
Head of Finance
Brighton
£60,000 – £75,000 per annum (DOE) + Bonus + Law Firm + Perks & Benefits + Pension + Onsite + Full Time + ‘IMMEDIATE START’
My client is a well-established law firm in Brighton and Hove, seeking an experienced and commercially astute Head of Finance to lead their financial operations and play a critical role in driving strategic and sustainable growth. This is a pivotal opportunity for a qualified Head of Finance professional to step into a senior leadership role within a professional services environment, ensuring robust financial stewardship and compliance with legal industry standards.
As Head of Finance you’ll be part of a respected legal practice with a collaborative culture, professional integrity, and a commitment to excellence. As Head of Finance, your voice will be heard at the highest level shaping the financial future of the firm while enjoying a rewarding, stable, and people-first working environment.
Your role as Head of Finance will include:
Oversee all financial operations, budgeting, payroll, ledger, forecasting, and statutory reporting.
Ensure compliance with Solicitors Accounts Rules and relevant regulatory frameworks
Manage payroll processes and ensure prompt salary and wage disbursements.
Maintain strong banking, insurance, and financing relationships.
The Successful Head of Finance will have:
Professional Qualification: ACA, ACCA, CIMA (preffered but not essential).
Minimum of 6 years’ experience in financial leadership, ideally within a law firm or professional services setting.
Strong command of financial planning, budgeting, and analysis.
Proficient in MS Office and financial systems (e.g., Microsoft Dynamics SL).
Full Right to work in UK and Full UK Drivers License
For Immediate consideration please call James on 07458160082
Key Words: Head of Finance, Management Accountant, Head of Payroll, Head of Accounts, Head of Financial Management, Office Manager, Head of Budgeting, Analysis, Accounts, Ledger, Payroll, Brighton and Hove, Sussex, South Coast....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 Company This 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 Role As 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 Services The 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...
German-Speaking FX & Trade Finance Broker - City of London A game-changing opportunity for a German-speaking FX and Trade Finance Broker to accelerate their career with a dynamic financial services specialist in the heart of London. Step into the fast-paced world of foreign exchange and commercial finance, where your German language skills and expertise will directly impact how European businesses and high-net-worth individuals navigate international markets and secure growth capital. About the Company This established financial services firm specialises in delivering comprehensive foreign exchange and commercial finance solutions across global markets. Operating throughout the UK, EMEA, APAC, and the Americas, they've built a reputation for providing seamless financial transactions that outperform traditional banking solutions. Their client base spans high-net-worth individuals, SMEs, and corporate entities seeking sophisticated currency management and tailored funding solutions, with a particular focus on expanding their German market presence. The Role at a Glance As a German-speaking FX and Trade Finance Broker, you'll be instrumental in developing the company's German market expansion whilst delivering exceptional service across international payment solutions and commercial finance products. This role combines relationship building with technical expertise and cultural understanding, offering the perfect platform for bilingual professionals to make their mark in London's financial district. Your Key Responsibilities:Drive new business acquisition within the German market through proactive client outreach and relationship developmentProvide expert guidance to German clients on foreign exchange solutions, including competitive rates and hedging strategiesStructure and deliver commercial finance solutions including trade finance, invoice finance, and asset finance for German-speaking businessesConduct client meetings and presentations in German to build trust and understanding with European prospectsManage the complete sales cycle from initial contact through to deal completion and ongoing account managementCollaborate with internal teams to ensure seamless service delivery and cultural sensitivity for German clientsEssential Skills and Experience:Native or fluent German language skills with excellent business communication abilitiesProven track record in sales with demonstrable results and target achievementStrong customer service orientation with excellent relationship-building capabilities across culturesOutstanding communication and negotiation skills in both German and EnglishAbility to work both independently and collaboratively within a team environmentExceptional attention to detail with strong analytical and problem-solving abilitiesAdvanced computer literacy and proficiency with financial software systemsBackground in financial services or German market experience preferred but not essential for the right candidateWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Exceptional Benefits Package:Highly competitive base salary with commission earning potentialFlexible hybrid working arrangement - London office Monday to Thursday, home working FridaysAccelerated career progression opportunities within a rapidly expanding organisationComprehensive training and professional development programmes including German market insightsDynamic, supportive team culture focused on individual and collective successPrime City of London location with excellent transport connectivityWhy Build Your Career in International Financial Services? The foreign exchange and commercial finance sector continues to evolve rapidly, driven by increasing globalisation and digital transformation. For German-speaking professionals, this presents exceptional opportunities to bridge markets and develop specialised expertise in high-demand areas. With European businesses increasingly seeking sophisticated financial solutions to manage international operations and growth funding, bilingual brokers can expect strong career prospects, attractive earning potential, and the opportunity to work with diverse, high-value client portfolios across multiple markets. This exceptional German-speaking FX and Trade Finance Broker opportunity is brought to you by The Opportunity Hub UK - your gateway to career-defining roles in international financial services.....Read more...
To be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
Specific to this role:
To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
In particular:
Send signed Letters of Authority from new clients to providers
Collate information received from new clients and give to managing director
Add fact find information to IO when the client has agreed recommendation
Process new application forms
Monitor progress of application; ensure questions are answered
For completed transactions update the plan details on IO
For existing clients to update valuations on IO in advance of client reviews
To welcome visitors to the business
To answer and, where appropriate, deal with enquiries by the phone
To study for and pass the CF1 exam
All staff:
To live out and communicate effectively the values of Kingsfleet
To comply with the firm’s Health and Safety policy
To comply with FCA requirements
To maintain complete confidentiality regarding our clients and our processes
In agreement with your line manager to undertake other responsibilities as required
Training:
Financial Services Administrator Level 3
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 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 note books 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:The business is invested in developing their staff and progression would be available for the right candidate.Employer Description:Life is too short to not spend it the way you want. We believe great financial planning is all about giving you the tools to take control and live life on your terms – spending your money and your time however you wish. We exist to help our clients do exactly that.
Our name not only refers to Colin’s primary school, but is also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338. Every day we set out on our own expedition; to guide our clients towards their financial goals, and to educate them into making more informed choices.
Our values:
Honesty - We tell our clients what they need to hear for their own best interests.
Integrity - We do the right thing by people, and always do the things we promise.
Transparency - We are open in how we work together and how we charge for our services.Working Hours :Monday - Friday
09:00am - 17:00pm
1 hour lunchSkills: Communication skills,IT skills,Team working,Telephone Skills,Friendly,Presentable,Punctual,Hard Working,Reliable....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
? Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
? Assessing client needs and recommending appropriate solutions aligned with their financial goals
? Following a structured advice process to ensure suitability, clarity, and compliance
? Staying up to date with relevant industry guidelines and maintaining internal compliance standards
? Working proactively to support lead conversion and contribute to business growth
What we are looking for:
? Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
? At least 2 years of experience in protection advisory within the UK
? Familiarity with regulatory standards and compliance expectations in financial services
? A background in financial or mortgage advisory services
? CeMAP qualification (preferred)
What's on offer:
? Competitive salary
? Good Commission scheme
? Hybrid working options
? Company pension scheme
? Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this r....Read more...
Release Manager – Financial Technology – Peterborough / Hybrid
(Key skills: Release Manager, SDLC, Agile, Scrum, Change Management, Risk Mitigation, Deployment Coordination, Jira, Confluence, SharePoint, Jenkins, Power BI, Financial Services, Software Delivery, Stakeholder Communication)
Are you a detail-driven Release Manager with a passion for structured change and high-impact delivery? Do you thrive in complex environments where risk mitigation, collaboration, and precision are critical to business success? If you're looking to take your career to the next level within a dynamic fintech environment, this opportunity could be ideal.
Our client is a well-established financial services organisation undergoing continued investment in its technology platforms and operational processes. They are now seeking a Release Manager to oversee the planning, coordination and execution of software releases across business-critical systems that serve wealth management, investment operations and regulatory reporting functions.
This is a pivotal role, sitting at the heart of a multidisciplinary software delivery ecosystem. You’ll be responsible for ensuring the smooth and secure transition of code from development through to production, safeguarding operational stability while enabling innovation across the firm’s technology landscape. This includes managing release schedules, coordinating across Agile teams, validating changes through structured approval workflows, and leading the communication of deployment timelines and risks.
To be successful in this role, you will bring at least three years of experience in release management or a similar delivery-focused role, ideally within financial services, fintech, or other regulated environments. You’ll be confident working with Agile methodologies (Scrum, Kanban), familiar with collaboration and documentation tools such as Jira, Confluence and SharePoint, and experienced in managing cross-team dependencies and change control processes. While not essential, exposure to CI/CD pipelines (e.g. Jenkins), scaled Agile models or BI tools such as Power BI will be considered strong assets.
The ideal candidate will be a proactive communicator, a confident coordinator, and someone who can calmly navigate the demands of high-stakes releases in a fast-moving financial environment. You’ll be comfortable engaging with stakeholders across technology, product and operations, while maintaining control over complex release schedules and ensuring quality standards are met at every stage.
If you’re looking to contribute to the backbone of a forward-thinking financial services business — ensuring secure, well-governed deployments and supporting Agile transformation — this role offers a unique platform to grow and deliver meaningful impact.
Location: Peterborough, UK / Hybrid working Salary: £65,000 – £80,000 + Bonus + Benefits
Applicants must have the right to work in the UK.
NOIRUKTECHREC NOIRUKREC....Read more...
Position: Account Manager - Financial Services PR Location: Central London Salary: £35,000 - £40,000 Working Pattern: Hybrid (3 days office-based) The Opportunity A dynamic Corporate Communications agency in Central London seeks an experienced Account Manager to join their award-winning team. This role offers the perfect platform for an ambitious PR professional looking to specialise in Financial Services while working with a diverse portfolio of prestigious clients. Your Role As Account Manager, you'll shape and deliver strategic communications campaigns while mentoring junior team members and maintaining excellent client relationships. This position combines strategic thinking with hands-on campaign execution. Key AccountabilitiesCraft and implement strategic PR initiativesLead and develop a high-performing teamEstablish trusted client partnershipsDrive media relations and content strategyAnalyse campaign effectivenessCoordinate integrated communicationsPioneer innovative PR approachesEssential ExperienceProven PR account management backgroundDemonstrable campaign success storiesFinancial Services sector knowledgeTeam leadership capabilitiesStrategic planning expertiseCrisis communications managementBudget management proficiencyThe Ideal Candidate You'll be a natural relationship builder with strong commercial acumen and a passion for Financial Services. Your ability to navigate complex stakeholder relationships will be matched by your creative approach to communications challenges. Personal QualitiesStrategic mindsetCreative problem-solverExcellent communicatorNatural leaderDetail-orientedResults-drivenCommercially astutePackage & BenefitsCompetitive base salaryFlexible working arrangementsProfessional development opportunitiesIndustry networking eventsModern central London officeCollaborative team environmentCareer progression pathway....Read more...
Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do. Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region. About the Company This established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey. The Role Overview As an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success. Your Core Responsibilities:Research and identify comprehensive financial planning opportunities tailored to individual client objectivesPrepare detailed suitability reports and strategic recommendations for Financial Planner approvalConduct thorough fund research and analysis utilising industry-leading platforms such as FE AnalyticsMaintain current due diligence research across funds, platforms, and product providersGenerate cumulative return analyses and performance reporting for team collaborationEnsure all client documentation meets regulatory compliance standards and quality benchmarksEssential Qualifications and Experience:Minimum 2 years' paraplanning experience within an established IFA environmentComprehensive knowledge of diverse financial products and planning strategiesDipPFS qualification or equivalent Level 4 professional certification preferredProven track record of delivering exceptional client communication and service standardsStrong collaborative approach with demonstrated team working capabilitiesExtensive experience with IFA systems, processes, and regulatory requirementsOutstanding attention to detail with commitment to quality service deliveryPersonal attributes including adaptability, enthusiasm, reliability, and professional integrityWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Comprehensive Benefits Package:Competitive salary up to £38,000 based on experience and qualificationsFlexible hybrid working arrangement - 3 days office-based, 2 days working from homeGenerous 31 days annual leave entitlement including bank holidaysComprehensive income protection coverageLife assurance at 4x annual salaryEnhanced company sick pay schemePension scheme with salary sacrifice optionsEmployee referral rewards programmeEmployee Assistance Programme for personal supportWellness and mental health support initiativesFinancial wellbeing resources and guidanceWhy Build Your Career in Financial Planning? The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals. This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.....Read more...
Job Description:
Our client, a highly regarded financial services firm, is seeking an experienced Head of Communications to join their team in Newcastle. This is an excellent opportunity for a communications professional to take on a visible, strategic role at the heart of a growing and forward-thinking business.
You will be responsible for delivering clear, consistent and engaging communications to both clients and financial advisers. Sitting within the senior marketing leadership team, you will play a central role in shaping the communications strategy and ensuring alignment with broader business goals.
Essential Skills/Experience:
Proven experience leading communications in a regulated or financial services environment.
Strong track record of team leadership and delivery of measurable outcomes.
Exceptional writing and verbal communication skills, with a flair for simplifying complex topics.
Expertise in developing and executing multi-channel communication strategies.
Confidence working cross-functionally with senior internal stakeholders.
Experience engaging with UK financial advisers or retail investment clients.
Familiarity with FCA communications standards.
Exposure to CRM/email platforms such as HubSpot or Salesforce.
Experience in both B2B and B2C communications environments.
Core Responsibilities:
Develop and deliver a strategic communications plan that supports business goals and strengthens engagement with both clients and financial advisers.
Oversee a growing communications team, fostering a collaborative, high-performance culture with a focus on clarity, consistency, and results.
Translate complex regulatory, operational, and financial topics into clear, actionable content that reflects the brand’s tone and commitment to service excellence.
Work closely with cross-functional teams including Product, Operations, Compliance, and Client Services to ensure timely, accurate, and relevant communications.
Maintain high editorial, brand, and regulatory standards across all client and adviser touchpoints — from digital channels to events and beyond.
Monitor the effectiveness of communication outputs using data and feedback, and use insights to improve future engagement strategies.
Sit on the senior marketing leadership team, contributing to wider planning and helping shape the long-term communications roadmap.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16195
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
As an apprentice, the post-holder will develop key skills and competencies through vocational and off the job learning, by supporting and eventually mastering the following responsibilities:
To understand how the financial systems are used in order to manage the organisation’s financial affairs, and assist in maintaining the security and integrity of financial systems
To assist in ensuring system financial controls are in place and working effectively
To carry out reconciliations and correct errors
To assist in month-end and year-end procedures and the production of reports to managers
To understand what uses need from the financial systems and help develop solutions
To assist in advising and supporting system users, dealing with queries and helping to provide training and guidance materials
To assist with the provision of high quality, consistent financial information and support to users in order to deliver effective financial systems and processes
To assist in embedding efficient and effective financial processes and procedures, through the maintenance and development of financial systems and support to projects
To assist in providing high quality, accurate and timely reporting information that helps managers to take decisions based on a sound understanding of their finances
Training:As our apprentice you can expect a varied and challenging role that enables you to gain new professional skills and qualifications. This role has been designed to give progression from Finance Assistant to Finance Officer upon successful completion of the AAT Level 3 apprenticeship training. Training Outcome:It is Warwickshire County Council policy to seek that all our apprentices are retained in a further position, subject to performance and completion of the apprenticeship, and an available vacancy. Progression from this apprenticeship will be to become a permanent Finance Assistant or Finance Officer within WCC, and upon retention we will be happy to enable you to gain further AAT or equivalent finance qualifications so that you can keep developing. Employer Description:Warwickshire County Council is the local government authority for the county of Warwickshire, providing public services such as Social Care, Education, County Highways, Rural Services, Public Health, Fire and Rescue, plus much more. Since 2012 the Council has delivered a top class apprenticeship scheme, recruiting more than 380 apprentices, most of whom have been retained in further roles at the Council.Working Hours :Monday to Friday, generally 9am to 5pm but in line with our flexible working policy.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
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.
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