We are looking for an experienced Payroll and Bookkeeping Manager to join our growing accountancy practice based in W2, London.This is a varied role managing a large portfolio of client payrolls, bookkeeping work, CIS returns, pension filings and client system integrations. The successful candidate will take ownership of payroll and bookkeeping workflows, work with a wide range of clients and industries, and become part of a supportive office-based team.Responsibilities
Payroll
Process and manage 150+ client payrolls.Use BrightPay to run weekly, monthly and other payroll cycles.Prepare and submit RTI filings, including FPS and EPS.Manage starters, leavers, P45s, P60s and year-end payroll duties.Keep up to date with HMRC payroll rules, PAYE, NIC, statutory pay and workplace pension requirements.
CIS and pensions
Prepare and submit CIS returns.Manage pension assessments, contribution uploads and pension filings.
Bookkeeping and system integrations
Carry out bookkeeping using Xero and QuickBooks.Reconcile bank accounts, credit cards, Stripe and other payment platforms.Integrate client systems such as Stripe, bank feeds and other software.
Client support
Deal with client queries professionally and efficiently.Manage multiple client deadlines accurately and on time.Identify issues and support improvements to payroll and bookkeeping processes.
Requirements
Around 5 years' payroll experience, ideally in an accountancy practice or payroll bureau.Strong experience using BrightPay.Experience managing multiple payroll clients and deadlines.Good knowledge of HMRC payroll rules, CIS and workplace pensions.Bookkeeping experience using Xero and QuickBooks.Strong attention to detail and good organisational skills.Confident communication skills when dealing with clients and colleagues.Reliable, proactive and comfortable working in a busy office environment.
What We Offer
A varied role within a growing accountancy practice.Exposure to a wide range of clients and industries.A supportive office-based team environment.Opportunity to take ownership of the payroll and bookkeeping function.Long-term career development for the right candidate.....Read more...
If you're a driven people leader with a strong pension or financial services operations background and a passion for delivering exceptional customer outcomes within a regulated environment, this could be the perfect next step in your career.
Reporting to the Head of Pensions, you will take full ownership of the performance and day-to-day management of dedicated teams. You will be instrumental in driving a high-performance culture, ensuring all activity is delivered within FCA regulatory expectations — including Consumer Duty — while continuously improving service quality, team capability, and operational efficiency.
Essential Skills/Experience:
Proven experience managing operations or servicing teams in a regulated financial services environment
Strong understanding of the FCA regulatory framework, including Consumer Duty obligations and good customer outcome principles
Demonstrated ability to manage and develop teams, including conducting performance reviews, setting objectives, and delivering individual development plans
Experience monitoring and managing KPIs and SLAs, with the ability to identify trends and take corrective action
Solid background in quality management, control testing, and complaint handling — including root cause analysis and remediation
Experience managing incidents, including escalation, closure, and embedding lessons learned across teams
Ability to produce and analyse management information to drive informed operational decisions
Experience managing third-party relationships with regulators and external suppliers
Strong communication and stakeholder management skills at all levels
Experience within a wrap platform, SIPP, or investment platform environment
Background in continuous improvement or process redesign within an operational pensions context
Experience delivering project work or change initiatives within a pensions operations setting
Core Responsibilities:
Lead, manage, and develop the operations and servicing teams, creating a high-performance, consumer-focused culture with clear goals and direction
Take ownership of team KPIs, SLA measures, and quality standards — monitoring performance and implementing action plans to maintain consistently high service levels
Oversee quality checking, complaint handling, breach reporting, escalation, and resolution processes, ensuring all activity meets the required compliance and quality standards
Manage incident updates and closures — ensuring measures are in place to prevent recurrence and that learning outcomes are communicated effectively across the teams
Produce and maintain management information, analysing trends and issues to make well-evidenced recommendations and implement appropriate solutions
Ensure all policies, procedures, and process guides are kept accurate, up to date, and fit for purpose across both teams
Complete and oversee performance reviews, development plans, and regular one-to-ones for team leaders, providing coaching, support, and constructive feedback
Manage third-party relationships with regulators and external suppliers on behalf of the teams
Identify development opportunities and implement solutions to minimise errors, reduce rework, and continuously improve the quality of service delivered to customers, advisers, and stakeholders
Support and deliver routine project work and change requests as required
Benefits:
A highly competitive salary
Wider benefits package (details available on application)
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: 16509
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. ....Read more...
The administration role is expected to last for a minimum of 18 months and includes:
Answering incoming client telephone calls
Setting up meetings for advisers and clients
Attending the quarterly team meeting and taking minutes
Inputting and maintaining accurate information relating to the advice process and clients
Gathering policy information and adding details to our back office system
Processing incoming post
Preparing valuation letters for clients
Providing administration support to advisers in order to support the flow of the initial and ongoing advice processes
Contributing ideas for enhanced administration processes
Adhering to regulatory requirements and code of conduct
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training Outcome:Following completion of the administration apprenticeship, we will look to enrol you on the paraplanning apprenticeship. The paraplanning role is expected to last for a minimum of 18 months and includes:
Researching suitable products that align with the advisers' recommendations
Completing cashflow modelling
Ensuring client fact finds contain all relevant and accurate information
Completing research for pensions, investments, and protection recommendations as well as inheritance tax planning solutions
Writing suitability reports for advisers to present to clients
Contributing ideas for enhanced paraplanning processes
Adhering to regulatory requirements and code of conduct
On completion of the above two stages, your progression and future focus will be discussed, including whether you want to proceed to become a trainee financial adviser. At which point, your journey towards your chosen area in financial services can begin.Employer Description:A chartered financial planning firm offering independent financial advice to retail customers. Our advice is personalised to the needs and objectives of our clients, and we work with them to create a long lasting relationships to support them through their early years of accumulating funds, and retirement when they may need to withdraw funds. We advise on pensions, investments, protection, and inheritance tax planning.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working,Initiative,Good time keeping....Read more...
Job Description:
Our client, a leading financial services organisation, is seeking an experienced Auto-Enrolment Pension Manager to lead and oversee their auto-enrolment operations in Newcastle.
You will combine team leadership with operational oversight, managing day-to-day service delivery while ensuring high standards of quality, compliance and customer experience. This is an excellent opportunity for an experienced pensions professional to take ownership of a critical function and contribute to ongoing service improvement.
Essential Skills/Experience:
Proven experience in auto-enrolment pensions within a financial services environment
Strong understanding of auto-enrolment legislation and regulatory requirements
Demonstrable experience managing and developing teams
Strong operational management and organisational skills
Experience in quality assurance, risk management and process improvement
Ability to analyse data and use insights to enhance performance
Excellent communication and stakeholder management skills
Core Responsibilities:
Lead and manage the Auto-Enrolment team, ensuring delivery against KPIs, SLAs and quality standards
Oversee the accurate and timely processing of auto-enrolment activities and queries
Ensure compliance with relevant legislation, internal policies and operational controls
Monitor team performance, providing coaching, training and development support
Manage quality assurance, complaint handling, incident reporting and escalation processes
Analyse management information to drive performance improvements and operational efficiency
Maintain and enhance processes, procedures and documentation
Identify and mitigate risks through effective controls and oversight
Collaborate with internal teams and third parties to ensure seamless service delivery
Contribute to continuous improvement initiatives and operational projects
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: (16455)
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...
Financial Planner / IFASilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Existing client bank provided | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden.This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch.You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.Key Responsibilities
Conducting detailed reviews of clients’ financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing financial needsLiaising with providers, professional connections and internal teamsKeeping up to date with industry regulations and market developmentsProducing clear and compliant financial reports
About You
Level 4 Diploma qualified in Financial Planning (minimum requirement)Chartered status advantageous but not essentialPrevious experience as a Financial Adviser / Financial Planner / IFAStrong knowledge of pensions, investments, tax planning and protectionExcellent communication and relationship-building skillsProfessional, organised and client-focused approachAble to work independently whilst contributing positively to the wider team
What’s on Offer
£50,000 to £55,000 basic salary depending on experienceBonus structure + OTE £60,000+Existing client bank providedFull paraplanning and administrative supportEstablished pipeline and long-term client relationshipsSupportive and established business environmentGenuine long-term career prospectsAdditional benefits discussed at interview stage
Interested in this Financial Planner role? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial Planner / IFASilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Existing client bank provided | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden.This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch.You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.Key Responsibilities
Conducting detailed reviews of clients’ financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing financial needsLiaising with providers, professional connections and internal teamsKeeping up to date with industry regulations and market developmentsProducing clear and compliant financial reports
About You
Level 4 Diploma qualified in Financial Planning (minimum requirement)Chartered status advantageous but not essentialPrevious experience as a Financial Adviser / Financial Planner / IFAStrong knowledge of pensions, investments, tax planning and protectionExcellent communication and relationship-building skillsProfessional, organised and client-focused approachAble to work independently whilst contributing positively to the wider team
What’s on Offer
£50,000 to £55,000 basic salary depending on experienceBonus structure + OTE £60,000+Existing client bank providedFull paraplanning and administrative supportEstablished pipeline and long-term client relationshipsSupportive and established business environmentGenuine long-term career prospectsAdditional benefits discussed at interview stage
Interested in this Financial Planner role? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Through job based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident adviser.
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training:Mortgage adviser- Equal to Level 3 (A level).
Course contents:
The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements).
Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third party product providers.
An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people.
The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals.
Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements.
Certificate in Mortgage Advice and Practice (CeMAP 1,2,3) - awarded by The London Institute of Banking and Finance (LIBF).The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role.To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors.Training Outcome:Full time position available on completion of apprenticeship. Employer Description:Bower is one of the UK’s leading and long standing Equity Release advice companies, with over 20 years of award-winning advice plus a platinum 5-star Feefo customer experience 2026 rating.
Bower is a customer focused, social and eco responsible, financial services and lead generation company which goes above and beyond in the care of its customers and staff. Bower provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the Financial Conduct Authority (FCA). We also have a Wealth Management team able to offer Independent Financial Advice on pensions and investments where required.
Bowers enquiries are generated from its own web sites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement. Bower advises on standard residential mortgages, lifetime mortgages, all equity release products, later life mortgages, investment and pensions and general insurance products.Working Hours :Monday - Thursday, 09:00 - 17:30. Friday, 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Initiative,Growth mindset,Personal drive,Self confidence,Good work ethic,Excellent written skills....Read more...
Principal Duties:
Log all fraud referrals received by the Counter Fraud Team
Review and pass any relevant fraud referrals to the Fraud and Error Service, Department for Work and Pensions and any other relevant enforcement team
Provide help and support with the National Fraud Initiative (NFI)
Conduct daily checks on the Discretionary Crisis Fund (DCF) applications
Help check information held on Rochdale Borough Council systems, in respect of the recovery of Fraud Financial Penalties issued
Help coordinate and support proactive work the Counter Fraud Team may undertake
Deal with customer telephone and e-mail enquiries in a courteous and professional manner, including fraud referrals from internal and external sources
Investigate lower-level fraud where appropriate.
Deal with data protection requests from other enforcement bodies
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.Training Outcome:Progression offered to the right candidate.Employer Description:Rochdale Council builds success and prosperity with our citizens and partners, whilst protecting our vulnerable people.Working Hours :37 flexible working hours in accordance with the needs of the service, to include evening and weekends. Days and shifts TBC.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Number skills,Team working,Pioneering and Open Approach,Proud,Passionate....Read more...
Answering telephone calls and taking telephone messages
General customer service
Booking appointments
Communicating with internal and external customers
Sorting, franking and posting mail
Organising and archiving of files
Taking minutes
Production of accurate records and documents, including emails, letters, files and payments while handling them in a confidential manner in compliance with our procedures
General tidying of the office
Training:
Level 3 Business Administrator qualification
Day-to-day training will be conducted by the employer and apprenticeship work will be delivered every 4-6 weeks for 1.5 to 2 hours
Training Outcome:
Possible progression onto further employment within the business and onto higher apprenticeships
Employer Description:Since our founding in 2022, we have successfully resolved up to 36 cases, positioning ourselves as one of the best solicitor firms in Chesterfield, Derbyshire. Our solicitors, including Paul William George Brook, specialize in a wide range of practice areas, such as Accident and Injury, Business Premises, Company and Commercial, Media, IT and Intellectual Property, Charities, Mergers and Acquisitions, Private Equity, Commercial Litigation, Personal Injury - Defender, Pensions (Employment), and a range of other legal specializations.Working Hours :Monday to Friday, between 9.00am- 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
The apprentice will gain practical experience across administration and client support, learning how a professional financial services firm operates.
Day-to-day duties will include:• Supporting advisers with administrative tasks• Preparing and processing client documentation• Managing client records and updating internal systems• Handling incoming calls and emails professionally• Liaising with providers and third parties• Assisting with meeting preparation and follow-up• General office administration and organisation
This is a varied role offering exposure to all areas of the business, with full training provided.Training:Professional qualification:
R01 (Financial Services & Ethics.Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.
Enhances your understanding of the Financial Services industry with a focus on key areas such as regulation, relevant legislation and ethical standards, outlined in the code of Ethics.
Training Outcome:This role offers strong long-term progression within the business. Upon successful completion of the apprenticeship, there is the opportunity for a permanent position, further professional qualifications, and progression into senior administrative position.Employer Description:Parks Wealth Management provides financial advice to individuals and businesses, specialising in pensions, investments, tax planning, and estate planning. You help clients manage and grow wealth, plan income, and structure finances efficiently with ongoing, personalised advice.Working Hours :Monday to Friday, 9:30am – 5:00pm (including a 30-minute paid lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Ambition,Positive attitude,Personable,Professional....Read more...
Data entry and processing
Assisting with payroll calculations and payrolled benefits
Handling basic queries from clients
Assisting the payroll team with sending payslips, P45s, P60s and P11d(b)
Liaising with HMRC
Providing general admin support
Developing working relationships with new and existing clients
Learning payroll legislation
Maintaining confidentiality
Covering reception as and when required
Handling incoming and outgoing post as and when required.
You will learn how payroll operates, need to be able to maintain accurate records and will develop a strong understanding of payroll legislation.
You don't need any previous payroll experience, we want someone who is eager to learn and committed to delivering excellent service.
We will provide structured training and an opportunity for career progression for the right candidate.
If you enjoy working with numbers, are detail-orientated and looking for a career in payroll, we would love to hear from you!Training:A 100% tailored training and assessment programme will be delivered to support you throughout your Apprenticeship, (21 months including endpoint assessment). Topics covered include –
Business and Customer Awareness
Payroll Core
Pensions
Technical Payroll
Regulations and Compliance
Systems and Processes
Planning and Prioritisation
Analysis skills
Using Systems and Processes
Producing Quality and Accurate Information and Reports
Training Outcome:A position in Payroll. Employer Description:smh.group/about-smh-groupWorking Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working....Read more...
C Software Engineer – Defence Sector – Cambridge
A growing Defence and Security company, based in Cambridge, is currently seeking an experienced C Software Engineer to contribute to the development of breakthrough technologies that will enhance the UK’s security against external threats.
You will have the opportunity to work on cutting-edge systems architecture, ideally utilizing past firmware and embedded software tools. The projects you will be involved in will truly mind-blowing, challenging you on a daily basis.
It would also be ideally, though not essential, if you have previous knowledge and experience in Software-Defined Radio (SDR) and Real-Time Operating Systems (RTOS). There will also be a significant amount of algorithm development, so a strong mathematical background would be advantageous in this role.
The company has recently revamped cutting-edge labs, enabling development at the forefront of the sector. This means you will be working on brand-new developments using the latest technologies available.
Knowledge of other programming languages such as C++, MATLAB, or Python will also be required.
As this role involves working in the defence and security sectors, you will need to be able to obtain (or already hold) security clearance. If you have previous experience in the defence and security field and hold security clearance, this would be highly advantageous.
In addition to working within a growing company on some of the most fascinating projects, you will also be rewarded with an excellent starting salary (based on level of experience), bonuses, enhanced pensions, healthcare, gym membership, free lunches, and other excellent benefits you would expect from a larger organisation.
If you believe you are well-suited for this role, I suggest submitting an application now to avoid missing out on this career opportunity.
For more information, please feel free to call Andrew Welsh, Director of Medical Devices Recruitment and Scientific Recruitment Specialists Newton Colmore, on +44 121 268 2240, or submit an application, and one of our team members at Newton Colmore will contact you.
....Read more...
Paraplanner - Financial Planning Product SpecialistFintech Startup -Product & Technology BuildBasic Salary £60,000 to £70,000 DOELondon Based, Hybrid WorkingReady to use your financial planning expertise to help build the future of advice technology?Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment?We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale.This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way.Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved.If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career.The RoleAs our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development.You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions.Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements.This is a genuinely influential role where your expertise will help shape the future direction of both our product and business.Responsibilities include:
Provide subject matter expertise on financial planning, paraplanning and regulated advice processesHelp define and improve end-to-end advice journeys within the platformSupport the design of suitability report templates, recommendation structures and client outputsTranslate adviser and paraplanner requirements into product features, workflows and user storiesWork closely with product managers, designers, engineers and compliance specialistsReview functionality for technical accuracy, usability and alignment with industry best practiceHelp develop workflows covering pensions, investments, protection, retirement planning and suitability requirementsIdentify opportunities for automation and process improvementSupport testing, product demonstrations and user feedback sessionsAssist in the creation of documentation, guidance materials and training content
The ideal candidateWe're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology.You will likely have experience as a:
ParaplannerSenior ParaplannerTechnical Support SpecialistFinancial Planning SpecialistSimilar role within a regulated financial advice environment
Essential Requirements
Diploma in Regulated Financial PlanningExperience within a UK regulated financial advice environmentStrong understanding of suitability reporting and recommendation processesKnowledge of Consumer Duty and FCA regulatory requirementsExperience across pensions, investments, protection and retirement planningStrong written communication and attention to detailAbility to explain complex financial planning concepts to non-specialistsComfortable working in a fast-moving and evolving environmentInterest in technology, automation and improving how advice is delivered
Desirable
Experience using financial planning software, CRMs or cashflow modelling toolsExposure to technology projects, process redesign or workflow automationInterest in product development, user testing or business analysis
This is not a client-facing advisory role and you will not be providing regulated advice to end clients.It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market.We offer the following:
Opportunity to shape a financial planning technology product from an early stageA highly visible role with genuine influence on product developmentExposure to product, engineering, design, compliance and startup operationsFlexible and hybrid working arrangementsSupport for professional development and relevant qualificationsA collaborative, innovative and fast-moving environmentCompetitive salary of £60,000 to £70,000 depending on experience
Interested? Apply now with your up to date CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Assisting with day-to-day financial administration and client suppor
Preparing and processing financial documents accurately and efficiently
Maintaining client records and ensuring information is kept up to date
Supporting advisers and senior team members with administrative tasks
Handling incoming calls, emails, and client enquiries in a professional manner
Learning financial services processes, systems, and compliance procedures
Scheduling appointments and managing diaries where required
Assisting with reports, data entry, and document preparationDeveloping knowledge of financial products, services, and regulations
Working towards industry qualifications alongside practical on-the-job training
Building strong communication and organisational skills within a professional office environment
Contributing to a supportive team within a growing business with progression opportunities
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead 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:Further apprenticeship, if possible, to take them up to a Level 4 diploma in regulated financial planning. Employer Description:A very well established FCA directly authorised companyAdvising on Mortgages, Investments, and Pensions. Offering friendly, easy-to-understand advice to Customers across the UKWorking Hours :Monday to Friday 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Initiative,Eager to learn,Positive attitude,Professional attitude....Read more...
Duties will include:
Keeping clients updated on progress and answering straight forward administrative questions
Contacting pension providers, platforms and other third parties to request information and updates
Preparing documents and meeting packs for client appointments (for example pensions and ISAs)
Processing new business and ongoing changes, and tracking cases until they are completed
Keeping client records accurate and up to date
Managing routine emails and letters
Chasing information when things stall or are delayed
Helping organise meetings and diaries
Keeping on top of the wider teams tasks
The work is structured and process-driven.
Getting details right matters, but you will be shown how to do things properly and supported while you learn.Training:
Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions
Study towards RO1 from the Chartered Insurance Institute (CII), a recognised financial services qualification
RO1 completion will provide a solid foundation for the learner and can lead to progression into further areas of study
Training Outcome:
This is a long-term role with progression
We will support all exams and related training to the end of level 4 and for the right candidate beyond. Client Support can be level 4 qualified, and we will encourage that progression as well as personal skills
Employer Description:Dynamic Financial Planning is an independent financial planning firm working mainly with families who are close to, or already in, retirement. This also includes working with trusts and trustees.
Guiding clients calmly and clearly, over many years, so they feel confident about their choices.
We are a small, growing firm. That means you are not a small cog in a large machine. People notice your work, rely on it, and genuinely appreciate it. You will build deep relationships with our clients over time and take the time to get to know them.
Working Hours :Flexible working, but typically 9.00am - 5.00pm Monday to Friday with half an hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working,can act with autonomy....Read more...
Chief Executive Officer | Fintech | Embedded Finance | Payments Innovation London & TravelCompetitive Benefits + Base Salary 150k and 180k doe + Equity + BonusOur client is an ambitious early-stage fintech business focused on transforming how people access retirement income through embedded finance, digital payments and digital wallet technology.Operating at the intersection of pensions, payments and fintech innovation, the business has developed a highly differentiated proposition with significant market potential.This is a rare opportunity to join at a pivotal stage of growth, leading strategy, driving commercial traction, securing strategic partnerships and helping position the business as a credible and scalable platform within an evolving financial services market.The successful candidate will bring strong commercial and strategic leadership experience gained within fintech, payments, embedded finance, WealthTech or regulated financial services, alongside the ability to operate effectively within a high-growth and entrepreneurial environment.Our client is particularly interested in speaking with individuals who can demonstrate:
Experience leading growth, scaling or commercial transformation within a fintech or regulated technology businessStrong strategic partnership and commercial development capabilityExposure to fundraising, investors and board-level stakeholder managementExperience operating within regulated financial services environmentsThe ability to balance strategic thinking with hands-on delivery and execution
This opportunity would suit a commercially driven and strategically credible leader excited by the challenge of building and scaling a differentiated fintech proposition within a large and evolving market.Alongside a highly competitive package, the role offers a meaningful equity opportunity and the chance to play a key role in shaping the future direction and long-term success of the business.Immediate availability or short notice period would be highly advantageous. INDHSEquals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
An amazing job opportunity has arisen for a committed Registered General Nurse to work in an exceptional care home based in the Armagh, Northern Ireland area. You will be working for one of UK's leading health care providers
This care home has been developed to provide care for adults with learning disabilities, autism and complex physical disabilities
**To be considered for this position you must be qualified as a Registered Nurse (RGN) with a current active NMC Pin**
As a Nurse your key duties include:
Ensure the highest possible standards of care, assessing residents' needs and wishes, and developing services to enhance their quality of life
Champion appropriate independence and personal choice; developing, reviewing and updating care plans to meet our residents physical, social and psychological needs
Oversee all aspects of medicine management on your shift – ensuring medicines are appropriately received, stored and administered, in accordance with company policies and current legislation
Build the positive reputation of the Business; liaise professionally with visitors and other external stakeholders
Ensure compliance with all legal, regulatory and best practice guidelines – identify, investigate and resolve risks proactively
Support, guide, teach and mentor others in line with the NMC Code, following its guidance at all times
The following skills and experience would be preferred and beneficial for the role:
Knowledge and experience with administering medication safely
Be confident in creating and updating individualised care plans and documentation
Deliver hands on nursing care to ensure the well-being and health of our residents
Have an excellent understanding of the standards set by CQC
The successful Nurse will receive an excellent salary of £21.32 per hour and the annual salary is up to £48,780.16 per annum. We currently have permanent vacancies for both days and night shifts available. In return for your hard work and commitment you will receive the following generous benefits:
Extensive tailored training packages (Including internal & external training) & support with CPD
Gym Membership, dental insurance, travel insurance, cycle to work scheme, eye care vouchers and simply health
Pensions (Standard Life & auto enrolment scheme NEST)
Career progression opportunities within the adult care division and the Priory Group
Paid DBS
£1,000 CPD fund for every Adult Care Nurse
Free access to RCNi learning website
NMC fees paid for
Reference ID: 3730
To apply for this fantastic job role, please call on 0121 638 0567 or send your CV....Read more...
An amazing job opportunity has arisen for a committed Registered General Nurse to work in an exceptional care home based in the Armagh, Northern Ireland area. You will be working for one of UK's leading health care providers
This care home has been developed to provide care for adults with learning disabilities, autism and complex physical disabilities
**To be considered for this position you must be qualified as a Registered Nurse (RGN) with a current active NMC Pin**
As a Nurse your key duties include:
Ensure the highest possible standards of care, assessing residents' needs and wishes, and developing services to enhance their quality of life
Champion appropriate independence and personal choice; developing, reviewing and updating care plans to meet our residents physical, social and psychological needs
Oversee all aspects of medicine management on your shift – ensuring medicines are appropriately received, stored and administered, in accordance with company policies and current legislation
Build the positive reputation of the Business; liaise professionally with visitors and other external stakeholders
Ensure compliance with all legal, regulatory and best practice guidelines – identify, investigate and resolve risks proactively
Support, guide, teach and mentor others in line with the NMC Code, following its guidance at all times
The following skills and experience would be preferred and beneficial for the role:
Knowledge and experience with administering medication safely
Be confident in creating and updating individualised care plans and documentation
Deliver hands on nursing care to ensure the well-being and health of our residents
Have an excellent understanding of the standards set by CQC
The successful Nurse will receive an excellent salary of £21.32 per hour and the annual salary is up to £48,780.16 per annum. We currently have permanent vacancies for both days and night shifts available. In return for your hard work and commitment you will receive the following generous benefits:
Extensive tailored training packages (Including internal & external training) & support with CPD
Gym Membership, dental insurance, travel insurance, cycle to work scheme, eye care vouchers and simply health
Pensions (Standard Life & auto enrolment scheme NEST)
Career progression opportunities within the adult care division and the Priory Group
Paid DBS
£1,000 CPD fund for every Adult Care Nurse
Free access to RCNi learning website
NMC fees paid for
Reference ID: 3730
To apply for this fantastic job role, please call on 0121 638 0567 or send your CV ....Read more...
An amazing job opportunity has arisen for a committed Registered General Nurse to work in an exceptional care home based in the Armagh, Northern Ireland area. You will be working for one of UK's leading health care providers
This care home has been developed to provide care for adults with learning disabilities, autism and complex physical disabilities
**To be considered for this position you must be qualified as a Registered Nurse (RGN) with a current active NMC Pin**
As a Nurse your key duties include:
Ensure the highest possible standards of care, assessing residents' needs and wishes, and developing services to enhance their quality of life
Champion appropriate independence and personal choice; developing, reviewing and updating care plans to meet our residents physical, social and psychological needs
Oversee all aspects of medicine management on your shift – ensuring medicines are appropriately received, stored and administered, in accordance with company policies and current legislation
Build the positive reputation of the Business; liaise professionally with visitors and other external stakeholders
Ensure compliance with all legal, regulatory and best practice guidelines – identify, investigate and resolve risks proactively
Support, guide, teach and mentor others in line with the NMC Code, following its guidance at all times
The following skills and experience would be preferred and beneficial for the role:
Knowledge and experience with administering medication safely
Be confident in creating and updating individualised care plans and documentation
Deliver hands on nursing care to ensure the well-being and health of our residents
Have an excellent understanding of the standards set by CQC
The successful Nurse will receive an excellent salary of £21.32 per hour and the annual salary is up to £48,780.16 per annum. We currently have permanent vacancies for both days and night shifts available. In return for your hard work and commitment you will receive the following generous benefits:
Extensive tailored training packages (Including internal & external training) & support with CPD
Gym Membership, dental insurance, travel insurance, cycle to work scheme, eye care vouchers and simply health
Pensions (Standard Life & auto enrolment scheme NEST)
Career progression opportunities within the adult care division and the Priory Group
Paid DBS
£1,000 CPD fund for every Adult Care Nurse
Free access to RCNi learning website
NMC fees paid for
Reference ID: 3730
To apply for this fantastic job role, please call on 0121 638 0567 or send your CV....Read more...
An amazing job opportunity has arisen for a committed Registered General Nurse to work in an exceptional care home based in the Armagh, Northern Ireland area. You will be working for one of UK's leading health care providers
This care home has been developed to provide care for adults with learning disabilities, autism and complex physical disabilities
**To be considered for this position you must be qualified as a Registered Nurse (RGN) with a current active NMC Pin**
As a Nurse your key duties include:
Ensure the highest possible standards of care, assessing residents' needs and wishes, and developing services to enhance their quality of life
Champion appropriate independence and personal choice; developing, reviewing and updating care plans to meet our residents physical, social and psychological needs
Oversee all aspects of medicine management on your shift – ensuring medicines are appropriately received, stored and administered, in accordance with company policies and current legislation
Build the positive reputation of the Business; liaise professionally with visitors and other external stakeholders
Ensure compliance with all legal, regulatory and best practice guidelines – identify, investigate and resolve risks proactively
Support, guide, teach and mentor others in line with the NMC Code, following its guidance at all times
The following skills and experience would be preferred and beneficial for the role:
Knowledge and experience with administering medication safely
Be confident in creating and updating individualised care plans and documentation
Deliver hands on nursing care to ensure the well-being and health of our residents
Have an excellent understanding of the standards set by CQC
The successful Nurse will receive an excellent salary of £21.32 per hour and the annual salary is up to £48,780.16 per annum. We currently have permanent vacancies for both days and night shifts available. In return for your hard work and commitment you will receive the following generous benefits:
Extensive tailored training packages (Including internal & external training) & support with CPD
Gym Membership, dental insurance, travel insurance, cycle to work scheme, eye care vouchers and simply health
Pensions (Standard Life & auto enrolment scheme NEST)
Career progression opportunities within the adult care division and the Priory Group
Paid DBS
£1,000 CPD fund for every Adult Care Nurse
Free access to RCNi learning website
NMC fees paid for
Reference ID: 3730
To apply for this fantastic job role, please call on 0121 638 0567 or send your CV....Read more...
I am working with Multiple Local Authority in the West Midlands area who are looking for multiple Social Workers across multiple teams in Children's/Adult's Social Work teams.
PLEASE ONLY APPLY IF YOU ARE A QUALIFIED SOCIAL WORKER, REGISTERED WITH SOCIAL WORK ENGLAND AND HAVE RIGHT TO WORK IN THE UK WITH UK EXPERIENCEThe levels available are:
Social Worker
The teams available are:
Assessments
Support and Safeguarding
Kinship
Community Wellbeing
Alternatively, if these are not for you, get in touch and I will aim to find the ideal opportunity for you!
Benefits for you:
Government pensions scheme
Car Allowance
Retention Payment
Generous Annual Leave
Hybrid working
Training & Development opportunities
Requirements:
A recognised Social Work qualification (Degree/Diploma)
Registered with Social Work England
Working knowledge and understanding of the current legislation and frameworks relevant
Salaries: £39,513 - £40,777 dependent on experience
Hours: Full time/Part-time, Permanent
For more information, please contact Samantha Cunningham
scunningham@charecruitment.com, 07825213518
What do you get from working with me?
CV enhancement
Application form enhancement
Access to many jobs in the market
One central point of contact
Interview preparation assistance
Expert consultation
Questions answered
Offer negotiation
....Read more...
I am working with Multiple Local Authority in the South West area who are looking for multiple Social Workers across multiple teams in Children's Social Work teams.
PLEASE ONLY APPLY IF YOU ARE A QUALIFIED SOCIAL WORKER, REGISTERED WITH SOCIAL WORK ENGLAND AND HAVE RIGHT TO WORK IN THE UK WITH UK EXPERIENCEThe levels available are:
Social Worker
Senior Social Worker
The teams available are:
Family Safeguarding
Assessment and Child Protection
Alternatively, if these are not for you, get in touch and I will aim to find the ideal opportunity for you!
Benefits for you:
Government pensions scheme
Car Allowance
Retention Payment
Generous Annual Leave
Hybrid working
Training & Development opportunities
Requirements:
A recognised Social Work qualification (Degree/Diploma)
Registered with Social Work England
Working knowledge and understanding of the current legislation and frameworks relevant
Salaries: £36,648 - £50,269 dependent on experience
Hours: Full time/Part-time, Permanent
For more information, please contact Samantha Cunningham
scunningham@charecruitment.com, 07825213518
What do you get from working with me?
CV enhancement
Application form enhancement
Access to many jobs in the market
One central point of contact
Interview preparation assistance
Expert consultation
Questions answered
Offer negotiation
....Read more...
I am working with Multiple Local Authority in the East Midlands area who are looking for multiple Social Workers across multiple teams in Children's Social Work teams.
PLEASE ONLY APPLY IF YOU ARE A QUALIFIED SOCIAL WORKER, REGISTERED WITH SOCIAL WORK ENGLAND AND HAVE RIGHT TO WORK IN THE UK WITH UK EXPERIENCEThe levels available are:
Experienced Social Worker
The teams available are:
Single Point Assessment
Children in Need
Alternatively, if these are not for you, get in touch and I will aim to find the ideal opportunity for you!
Benefits for you:
Government pensions scheme
Car Allowance
Retention Payment
Generous Annual Leave
Hybrid working
Training & Development opportunities
Requirements:
A recognised Social Work qualification (Degree/Diploma)
Registered with Social Work England
Working knowledge and understanding of the current legislation and frameworks relevant
Salaries: £42,839 - £46,142 dependent on experience
Hours: Full time/Part-time, Permanent
For more information, please contact Samantha Cunningham
scunningham@charecruitment.com, 07825213518
What do you get from working with me?
CV enhancement
Application form enhancement
Access to many jobs in the market
One central point of contact
Interview preparation assistance
Expert consultation
Questions answered
Offer negotiation
....Read more...
I am working with Multiple Local Authority in the South West area who are looking for multiple Social Workers across multiple teams in Children's/Adult's Social Work teams.
PLEASE ONLY APPLY IF YOU ARE A QUALIFIED SOCIAL WORKER, REGISTERED WITH SOCIAL WORK ENGLAND AND HAVE RIGHT TO WORK IN THE UK WITH UK EXPERIENCEThe levels available are:
Social Worker
Senior Social Worker
The teams available are:
Children and Families
Locality (Adults)
Alternatively, if these are not for you, get in touch and I will aim to find the ideal opportunity for you!
Benefits for you:
Government pensions scheme
Car Allowance
Retention Payment
Generous Annual Leave
Hybrid working
Training & Development opportunities
Requirements:
A recognised Social Work qualification (Degree/Diploma)
Registered with Social Work England
Working knowledge and understanding of the current legislation and frameworks relevant
Salaries: £36,648 - £47,181 dependent on experience
Hours: Full time/Part-time, Permanent
For more information, please contact Samantha Cunningham
scunningham@charecruitment.com, 07825213518
What do you get from working with me?
CV enhancement
Application form enhancement
Access to many jobs in the market
One central point of contact
Interview preparation assistance
Expert consultation
Questions answered
Offer negotiation
....Read more...
I am working with Multiple Local Authority in the South Wales area who are looking for multiple Social Workers across multiple teams in Children's Social Work teams.
PLEASE ONLY APPLY IF YOU ARE A QUALIFIED SOCIAL WORKER, REGISTERED WITH SOCIAL CARE WALES AND HAVE RIGHT TO WORK IN THE UK WITH UK EXPERIENCEThe levels available are:
Social Worker
The teams available are:
Family Support
Intake and Assessment
Alternatively, if these are not for you, get in touch and I will aim to find the ideal opportunity for you!
Benefits for you:
Government pensions scheme
Car Allowance
Retention Payment
Generous Annual Leave
Hybrid working
Training & Development opportunities
Requirements:
A recognised Social Work qualification (Degree/Diploma)
Registered with Social Work England
Working knowledge and understanding of the current legislation and frameworks relevant
Salaries: £36,648 - £46,142 dependent on experience
Hours: Full time/Part-time, Permanent
For more information, please contact Samantha Cunningham
scunningham@charecruitment.com, 07825213518
What do you get from working with me?
CV enhancement
Application form enhancement
Access to many jobs in the market
One central point of contact
Interview preparation assistance
Expert consultation
Questions answered
Offer negotiation
....Read more...
