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Protection Adviser / Insurance Broker / Mortgage Protection Adviser / Financial Services AdviserA fantastic opportunity to join a thriving team at a market leading firm for a Protection Adviser / Insurance Broker with personal protection, client advice, mortgage pipeline and financial services experience.ALL LEADS PROVIDEDThese leads are clients currently using the firm for mortgage advice. Writing 100 mortgage cases a month.PARTNERSHIP OPPORTUNITIESFor ambitious brokers the firms operates a " progression to partnership programme " where you can become a shareholder and executive within the business.If youve also worked in the following roles, wed also like to hear from you: Protection Consultant, Insurance Adviser, Life Insurance Broker, Financial Protection Specialist, Protection Specialist, Financial AdviserSALARY: £100,000 OTE (Includes Competitive Salary + Uncapped Commission)LOCATION: Hybrid / Exeter, Devon, South West EnglandSuccessful candidates will need to commit to a training/onboarding period at the head office in Exeter, Devon. Once completed youll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in ExeterJOB TYPE: Full-Time, ContractJOB OVERVIEWWe have a fantastic new job opportunity for a Protection Adviser / Insurance Broker with proven experience giving personal protection advice and supporting clients with insurance and trust planning.As the Protection Adviser / Insurance Broker you will join a successful, established UK firm that provides all leads from existing mortgage clients, giving you access to a strong pipeline and large case opportunities.Working as the Protection Adviser / Insurance Broker you will provide tailored protection advice, manage multiple leads, deliver excellent client service and use market-leading systems with full administration support.The role offers remote or hybrid working following an onboarding period at head office in Exeter, Devon, plus a progression to partner programme for ambitious advisers.WHY JOIN THIS FIRM?All leads provided circa 40-60 per month and are proceeding with finance applicationsBespoke marketing leading technology and systemsLarge case sizesUncapped commission schemeFull admin supportControl your own diaryDA firm with no network oversightGreat team environmentHybrid/remote working availableA Progression to Partner Programme for ambitious advisersAPPLY TODAYReady to make your next career move? Apply Now for our Recruitment Team to review.DUTIESYour duties as the Protection Adviser / Insurance Broker include:Client Advice: Provide clear, tailored personal protection advice to existing clientsLead Management: Manage a regular flow of warm leads from clients proceeding with mortgage applicationsProtection Planning: Identify suitable insurance and protection solutions based on client needsTrust Planning: Support clients with appropriate trust arrangements where requiredPipeline Management: Manage a large mortgage-related pipeline efficiently and professionallyDiary Management: Plan your own time and diary to maximise client contact and service deliveryCustomer Service: Deliver a high standard of client care throughout the advice processAdministration Liaison: Work closely with administration support to ensure accurate case progressionBusiness Growth: Contribute to the continued development of a successful protection advice serviceCANDIDATE REQUIREMENTSESSENTIALProtection Advice Experience: Proven experience advising clients on personal protectionRelevant Qualification: Hold an appropriate qualification for giving protection adviceFinancial Services Background: Experience working within insurance, protection, mortgage or financial servicesPipeline Management: Ability to manage a busy pipeline and multiple leads each dayClient Focus: Strong customer service skills with a commitment to delivering positive outcomesOrganisation Skills: Ability to plan workload, manage time and work independentlyDriving Licence: full UK driving licenceDESIRABLEWills Experience: Experience writing willsTrusts Experience: Experience writing trustsPartnership Ambition: Interest in progressing within the business through a partner programmeHOW TO APPLYTo be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.JOB REF: AWDO-C14785Full-Time, Contract Financial Services Jobs, Careers and Vacancies. Find a new job and work in Exeter, Devon, South West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.AWD-IN-SPJTPBN1_UKTJ

Trainee AI Engineer – No Experience Needed \n Future-proof your career in Artificial Intelligence – starting today. \n Looking for a career change? Currently employed but want something better? Or maybe you're between jobs and ready for a fresh start? ITOL Recruit's AI Traineeship is designed to get you into one of the fastest-growing industries with zero experience required. \n Train online at your own pace and land your first AI Engineer role in 1-3 months. \n Please note this is a training course and fees apply \n Job guaranteed - complete the programme and get a job or get your money back. \n Our candidates earn £28,000-£45,000. \n \n Why AI? \n AI is reshaping every industry you can think of. Healthcare, finance, retail, and manufacturing – they’re all scrambling for skilled professionals. \n The demand far outstrips supply, which means excellent salaries, flexible working arrangements, and genuine job security. \n \n How It Works \n Step 1 – AI Engineering Fundamentals \n Start with the basics of AI, including neural networks and large language models, to build a solid foundation in AI engineering. \n Step 2 – Data Fundamentals \n Understand the data workflow, from collection to cleaning, and learn how to prepare data for AI applications. \n Step 3 – Notebooks & IDEs \n Get hands-on with industry-standard tools like Jupyter Notebooks and VS Code to develop AI systems. \n Step 4 – Python Programming \n Master Python, covering everything from the basics to object-oriented programming (OOP). \n Step 5 – Python Streamlit Project \n Apply your Python skills by building a car price prediction app using Python and Streamlit. \n Step 6 – Python for Data \n Learn essential Python libraries like NumPy, Pandas, and Matplotlib for data manipulation and visualisation. \n Step 7 – AI Sentiment Analysis Project \n Work with Hugging Face to build a sentiment analysis classifier using real-world AI techniques. \n Step 8 – AI Prompt Engineering \n Master prompt engineering, learning how to craft effective prompts for controlling AI outputs. \n Step 9 – Retrieval-Augmented Generation (RAG) \n Learn how to integrate external knowledge into AI systems using RAG techniques and vector databases. \n Step 10 – AI Specialised Customer Service Chatbot Project \n Combine prompt engineering and RAG to build an AI-powered customer service chatbot, delivering intelligent responses using vector databases and knowledge bases. \n Step 11 – Machine Learning Fundamentals \n Understand machine learning principles and algorithms, and how to train and test models using scikit-learn. \n Step 12 – Machine Learning Project \n Put your machine learning knowledge into practice with a hands-on project. \n Step 13 – AI & Data Ethics \n Study the ethical considerations in AI, including issues of bias, fairness, and data privacy. \n Step 14 – Oral Exam \n Complete a virtual oral exam to assess your understanding and ability to apply your learning. \n Step 15 – AWS Certified Cloud Practitioner \n Finish with the AWS Certified Cloud Practitioner course and exam to gain essential cloud computing knowledge. \n \n What You Get \n · 100% online, self-paced training \n · Microsoft AI-900 certification included \n · 1-to-1 tutor and recruitment support \n · Real-world project experience \n · Job guarantee – get a job or your money back \n · Starting salary of £28,000–£45,000 \n \n We Get You Hired \n We're not new to this. ITOL Recruit has 15+ years of experience and has placed over 5,000 people into new roles. \n Our job programmes include certified tutors, UK-accredited qualifications, and one-on-one support from a recruitment adviser focused on placing you. \n We don't believe in empty promises. Complete our programme, follow the process, and if you don't land a job, you get your money back. \n "Five months from complete beginner to AI engineer. Best decision I ever made." – Jamie W., now working as a Junior AI Engineer in London \n \n Ready to Start? \n If you’re motivated, curious, and excited about technology, we’ll help you turn that into a career you can be proud of. \n Apply now, and one of our expert Career Advisors will be in touch within 4 working hours to guide you through your next steps. \n

Trainee Financial Planner – £40m Client Bank Provided \n \n Salary £42k + Excellent Bonus + Hybrid/Flexible Working \n \n Location: Exeter \n An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners. \n \n Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career. \n \n The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. \n \n Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. \n \n You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role. \n \n What's on Offer \n\n • Very competitive salary depending on experience\n, • Excellent bonus structure\n, • Client bank of approximately £40m AUM inherited from a retiring Adviser\n, • Full training and development into a Financial Planner role\n, • Dedicated Administrator and full paraplanning support\n, • Full study support towards Chartered status, including study days for exams\n, • Flexible and hybrid working environment\n, • Genuine autonomy and adviser trust\n, • Excellent Training & Competence support\n, • AI support in place to reduce administration and increase efficiency\n\n \n Benefits \n\n • 26 days holiday plus bank holidays\n, • Private Medical Insurance\n, • Private GP service\n, • Health Cash Plan\n, • Income Protection\n, • Life Assurance (4x salary)\n, • Employee Assistance Programme\n, • Pension (6% employer / 3% employee contribution)\n, • Full study support towards Chartered status\n, • Excellent company culture with regular social and networking events\n\n \n Who They're Looking For \n\n • Level 4 Diploma qualified (or close to completion)\n, • Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step\n, • Strong technical knowledge and a genuine passion for financial planning\n, • Excellent communication and relationship-building skills\n, • Individuals seeking a long-term opportunity within a supportive and growing independent firm\n\n \n This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career. \n \n If you are an experienced Paraplanner or Trainee Adviser looking to accelerate your progression within a high-quality independent financial planning firm, please send your CV to Harry at Financial Divisions: .

\n • Providing comprehensive administrative support to Financial Advisers\n, • Submitting new business applications to financial providers\n, • Good benefits package\nAdministrator – Independent Financial Adviser Location: Exeter Salary: £25,000 - £28,000 per annum (dependent on experience)Hours: Monday to Friday, 9am - 5pm (1 hour lunch break)Contract Type: PermanentStart Date: Immediate A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees. This roles provides essential support to Financial Advisers who manage diverse client portfolios. The successful candidate will play a key part in ensuring smooth day-to-day operations with minimal direct client contact, focusing instead on technical administrative tasks and liaison with industry providers. Key Responsibilities \n\n, • Providing comprehensive administrative support to Financial Advisers\n, • Submitting new business applications to financial providers\n, • Communicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows)\n, • Monitoring and managing ongoing workflow to ensure timely completion of tasks\n, • Maintaining accurate records and managing documentation\n, • General administrative duties as required\n Essential Skills & Experience \n\n, • Exceptional attention to detail and strong organisational skills\n, • Ability to work effectively under pressure and manage competing priorities\n, • Excellent written and verbal English communication skills\n, • Proficiency in Microsoft Office applications\n, • Proven ability to handle a constant flow of work in a fast-paced environment\n Desirable but Not Essential \n\n, • Previous experience within the financial services industry\n, • Knowledge of Intelligent Office (Intelliflo) software\n What's on Offer \n\n, • Competitive salary of £25,000 - £28,000 depending on experience and qualifications\n, • Hybrid working arrangement to suit both individual and company needs\n, • 33 days annual leave (25 days plus 8 Bank Holidays)\n, • Group Protection Scheme\n, • Private Medical Insurance\n, • Free on-site parking\n, • Career development to progress \n, • Opportunities to participate in social and charity events\n

We’re looking for talented estate agents with the drive to build their own business as a Territory Manager under the Yopa franchise. Yopa is one of the largest estate agency brands in the UK. Our service rivals the high street, while our unique technology-led offering gives customers a reason to choose us over the competition. We sell homes for a fair fixed fee that saves the average customer £2,800 (£6,000 in London), while also offering a No Sale, No Fee option that isn’t available with our main competitors. Our award-winning hybrid service has been named the best of its kind in the UK, and we’re rated ‘excellent’ by Trustpilot based on thousands of customer reviews. \n \n As a Territory Manager, you will have your own postcodes and the opportunity to grow your business, with full control over your own agenda and supported by the Territory Owner for the area. You’ll be building your own business, but far from being alone, you will be part of a close-knit regional team and benefit from everything Yopa has to offer in terms of business support, including: \n\n • Fantastic free lead generation, with a focus on quality, from the central Yopa team with appointments booked in for you.\n, • Extra financial incentive for self-generated leads.\n, • Multiple revenue streams to help you diversify your business and income, including rewards for referring customers to our partnered conveyancers and our sister company Scout Financial Services.\n, • The option to set your own commission rates with No Sale, No Fee.\n, • The autonomy to run your own business with flexible hours that fit your existing commitments, and the freedom to employ your own team.\n, • No earnings cap - the only limit is your potential.\n, • An in-house marketing team providing personalised support, with free money every month to spend on marketing materials.\n, • Unique schemes that help you build your business’s visibility in the local area, such as Yopa’s successful Tech for Schools sponsorship programme.\n, • The full support of a team in our Contact Centres, including your own Personal Property Adviser to help your business stay in touch with your customers.\n, • Ongoing training and support from the Learning and Development team, mentorship from your Divisional Franchise Director, and regular meetings with fellow colleagues and business owners.\n\n In return, we’re looking for estate agents who: \n\n • Already have strong experience in the world of estate agency, with a proven track record in valuing and listing homes, and who can confidently see the buying and selling journey through to completion.\n, • Demonstrate exceptional levels of customer service, with the willingness to help customers outside of ‘office hours’ and go the extra mile for that sale.\n, • Self-starters with the drive to build a long-term business that goes beyond the end of the month or the next paycheck.\n\n If you’re a passionate estate agent who wants to own your own business, benefit from first-in-class support, and help build the future of estate agency, we want to hear from you!

We are currently working with a highly regarded, international financial services group with a strong and growing presence in the UK wealth management market. The firm manages substantial assets globally, with billions under management and has built an excellent reputation for providing high-quality, client-centric financial planning and investment advice. \n In the UK, they continue to invest heavily in expanding their footprint, with a particular focus on strengthening their presence across the South West. As part of this growth, they are now looking to appoint an experienced Financial Planner to join their developing team in Exeter. \n This is an excellent opportunity for a technically strong and client-focused adviser looking to take the next step in their career within a well-established and supportive environment. \n Importantly, there is no requirement to bring an existing client bank, making this an ideal move for planners who want to focus on delivering high-quality advice while building relationships organically. \n The Role \n This is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers. \n Key responsibilities include: \n\n • Providing expert financial planning and wealth management advice to private clients\n, • Building and developing a client bank through referrals, professional introducers (e.g. solicitors, accountants), and internal relationships\n, • Working closely with Investment Managers to deliver strong client outcomes\n\n About You \n\n • Level 6 qualified (CII or equivalent), ideally Chartered or working towards\n, • Minimum 5 years’ experience delivering holistic financial planning advice\n, • Strong technical knowledge across pensions, tax planning, IHT, trusts, and protection\n, • Proven ability to build and develop client relationships\n, • Confident communicator with a professional and consultative approach\n, • Experience supporting or mentoring others would be advantageous\n\n What’s on Offer \n\n • Basic salary up to £85,000\n, • Attractive bonus structure\n, • Comprehensive company benefits package\n, • Strong internal support, including paraplanning and administrative teams\n, • High-quality lead sources and introducer relationships\n, • A collaborative, professional, and client-focused culture\n\n This is a fantastic opportunity to join a respected firm where you can focus on delivering quality advice, develop your client base and be part of a business that genuinely supports its advisers.

IFA Administrator \n Location: Either Plymouth, Exeter or Weston-super-mare (Hybrid – 2 days home / 3 days office)Hours: Full TimeDepartment: Administration & Adviser Support \n An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients. \n The Business Manager acts as the primary coordination point between advisers, paraplanners and clients—managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently. \n This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO). \n Key Responsibilities \n Client Review Preparation \n\n • Identify clients due for review using IO tasks.\n, • Contact clients to arrange review appointments.\n, • Prepare and manage client files and ensure all documentation is up to date.\n, • Source pro-forma information, gather missing data and upload to IO.\n\n Administrative & Client Support \n\n • Support a team of financial advisers with day-to-day administration.\n, • Respond to incoming calls, emails and the central enquiry mailbox.\n, • Book internal meetings and manage the central diary.\n, • Meet and greet clients, set up meeting rooms and ensure smooth client appointments.\n\n New Business Processing \n\n • Submit applications and upload relevant documentation to providers.\n, • Proactively monitor application progress to avoid delays.\n, • Chase providers for updates and outstanding information.\n, • Issue letters of authority and gather plan information.\n\n Ongoing Client Servicing \n\n • Maintain accurate client records and ensure IO is always up to date.\n, • Process top-ups, pension withdrawals and annual review documentation.\n, • Manage platform-based tasks including transfers in, claiming advice fees and investing client funds.\n, • Liaise with GPs to obtain protection-related medical reports.\n, • Work closely with paraplanners to submit compliance cases and complete IO service tasks.\n\n Operational Support \n\n • Handle daily post and deliveries.\n, • Manage client data securely and in line with internal procedures.\n, • Contribute to positive client outcomes through efficient, accurate administration.\n\n Key Skills & Experience \n\n • Previous IFA administration experience is essential.\n, • Strong working knowledge of Intelliflo (IO) is required.\n, • Experience within financial services advantageous.\n, • Excellent written and verbal communication skills.\n, • Highly organised with exceptional attention to detail.\n, • Able to work efficiently in a fast-paced environment.\n, • Professional, proactive and comfortable supporting a busy adviser team.\n\n Qualifications \n\n • A degree or equivalent is desirable but not essential.\n, • Willingness to work towards a Level 4 financial planning qualification is expected.\n\n This is a fantastic opportunity for an experienced IFA Administrator looking to develop their career within a supportive, professional environment.

TITLE: Financial Services Administrator \n LOCATION: Exeter \n SALARY: £27,000 - £33,000 per annum DOE \n BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities \n HOURS: Monday to Friday 9.00am - 5.00pm \n THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. \n DUTIES INCLUDE: \n\n • Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment.\n, • Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications.\n, • Client Communication: Responding to client queries via email and telephone in a timely and professional manner.\n, • Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce).\n, • Onboarding Support: Assisting with new client onboarding and ongoing servicing processes.\n, • Compliance: Ensuring all activities meet regulatory and internal compliance standards.\n, • Administration: Providing general administrative support to ensure smooth day-to-day operations.\n\n Key Skills & Qualifications \n\n • Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills.\n, • Soft Skills: Excellent organisation, communication, and time management skills.\n, • Attention to Detail: High level of accuracy and consistency in all work.\n, • Experience: Previous experience within financial services is essential.\n, • Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure.\n\n How to Apply: \n If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to \n \n Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. \n Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. \n By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Head of People Services Location: South West England Salary: £67,500 Contract: Permanent, Full Time (37 hours, flexible working) This is an opportunity to join a values-driven organisation in a highly influential leadership role. The successful candidate will play a key part in shaping organisational culture, modernising people services and ensuring the workforce is equipped to deliver excellent outcomes for residents and communities. The Role The Head of People Services will provide both strategic and operational leadership across the full employee lifecycle, leading a team covering People Business Partnering, Talent Acquisition and Organisational Development. Key responsibilities include: Leading the development and delivery of the People Strategy, ensuring alignment with organisational objectives. Acting as a trusted adviser to senior leaders and the executive team on workforce planning, organisational capability, culture and performance. Driving organisational development, employee engagement, wellbeing and inclusion initiatives. Overseeing recruitment, talent management, learning and development, reward and benefits, employee relations and policy development. Leading workforce planning to build organisational capability and resilience. Developing and managing the People Services budget and monitoring the effectiveness of external service providers. Championing the use of people systems, data, automation and self-service solutions to improve efficiency and user experience. Ensuring compliance with employment legislation, governance requirements and housing sector regulations. Producing people insights and reporting to support strategic decision-making and board-level assurance. Leading on culture, engagement and wellbeing initiatives that support a positive and inclusive working environment.About You Significant experience leading a People / HR function within a complex organisation. CIPD Level 7 or equivalent combination of work experience and education Strong knowledge of employment law, employee relations and HR best practice. Experience advising executive teams and senior stakeholders on strategic people matters. A successful track record of leading organisational change, culture development and workforce planning initiatives. Experience managing HR budgets, contracts and external providers. A passion for employee engagement, wellbeing, inclusion and creating a positive organisational culture. For more information, please contact Branwen Johns on (phone number removed) or email your CV

Are you looking for a rewarding role that will allow you to utilise your current skills to influence, support and encourages others to build a future? Are you looking for an opportunity to make a difference to people’s lives? If so, then this might be the position for you. We’re currently recruiting for an Employment Adviser to join our amazing team. You will provide advice and support to guide and encourage participants to overcome barriers to employment and achieve realistic job goals. You'll manage a caseload of participants, Amanaging their journey to employment, be their coach and mentor and be the principle highly trusted contact to build strong positive relationships, guide, motivate, challenge, encourage and help customers obtain sustainable employment. Our ideal candidate will have excellent customer service skills, be target driven as well as a motivational adviser. You'll have a high level of initiative and motivation with the ability to seek out solutions to problems, and be able to work under pressure, without day to day supervision. However, we aren’t always looking for someone who ticks every single box we’re looking for someone who can provide a first class customer service, driven by our overarching aim to empower lives and improve communities. This is a rewarding role that will allow you to utilise your current skills to influence, support and encourages others to build a future and will also allow us to become better with your unique experiences. In return for your dedication, knowledge, and commitment, we're offering a competitive salary range of £26,500 to £29,545 per annum (dependent on experience) with these great additional benefits: • 25 days annual leave + Bank Holidays + Birthday Day off (with the opportunity to buy additional days) • 2 Volunteer Days • Pension - 5% Employee 5% Employer • Healthcare Cash Plan, incl. 3 x salary life assurance • Annual Pay Review • Refer a Friend Scheme • Free access to BenefitHub – an online portal with access to a wide range of retail discounts, cycle to work scheme and additional voluntary benefits There’s also the opportunity to progress your career within the Seetec Group. Interested? There’s an easy to apply route below to upload your CV! If you need any further information, talk to our experienced Internal Recruitment Team on (phone number removed). Seetec Group is an employee-owned organisation and we continually pride ourselves on our sense of community, both in the incredible work we do throughout UK and Ireland, and internally with our employee owners. People are at the front, centre and heart of every service we provide and each decision we make. Location: This is an office-based role, working in Exeter Hours: 37 hours a week. Monday to Thursday 8.30 am to 5pm, Friday 8.30 am to 4.30pm Closing Date: 21 July 2026 Skills and Experience Essential Knowledge of the employability and recruitment sectors Experience providing information, advice, and guidance to individuals Ability to build relationships and support people to achieve their goals Full UK driving licence and willingness to travel as required Desirable Good understanding of both the employability and recruitment sectors Experience delivering information, advice, and guidance to support individuals Strong ability to work with and support people from diverse backgrounds Full UK driving licence

From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. We’re working with a respected, FCA-regulated Wealth Management firm that’s actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there’s no pressure for cold business development — just a genuine focus on delivering high-quality, ethical advice. Salary & Benefits: Base salary is up to £45,000 + Bonus • No cold calling: You’ll be working with existing clients and inbound leads, • Mentoring by experienced advisers and structured training programme, • Full support for Chartered exams and CPD The Opportunity • This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly — with guidance, mentoring, and warm clients to work with. You’ll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads., • You’ll have full access to the firm’s paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner. Your Role • Support advisers in meetings and advice preparation, • Start managing relationships with existing clients, ensuring continuity and care, • Follow up on warm inbound leads and new client referrals, • Build your own client base over time with full marketing and BD support, • Stay up to date on regulations, tax planning, and investment trends, • Deliver compliant, holistic financial advice with full back-office support About You • Level 4 Diploma in Financial Planning (essential), • Strong interpersonal and communication skills, • Eagerness to move into a client-facing role, • Passion for delivering ethical, long-term financial planning Why This Firm? You’ll work with warm clients, inbound leads, and no pressure to “sell” — just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.

HR Generalist Location: Coventry (Hybrid 2 days after probation) Salary: £29,000–£31,000 Join an Award-Winning Business That Puts People First We’re a leading national commercial cleaning and associated services provider — and proud winners of the European Cleaning & Hygiene Awards 2025: Best Company to Work For. The Opportunity The HR Generalist will support the HR Director, Head of HR and other HR members in all HR’s practices and objectives that will provide an employee-oriented high-performance culture within the business. You will be required to perform in all HR functions, including ER, TUPE and Restructure process, HR Admin management, Talent and Performance Management, and rapidly learn to overcome challenges. Reporting directly to the Head of HR and working closely with colleagues to ensure all HR duties are undertaken in accordance with employment law, company policy and ensuring any risk to the business is minimised. What You’ll Be Doing HR duties: • Support, develop and implement all HR related processes and strategies aligned to the business objectives, including clause ER case management., • Support and coach the management team on all people leadership matters, including business change and transformation. Forming strong relationships with the management team to be able to challenge and coach in a high-performance environment., • Partner the management team to project manage organisational and procedural changes within the business area., • Be responsible for all HR management and development (including ER/Case Management, TUPE/Restructuring procedures, recruitment and selection practices, discipline, grievance, mentoring, absence management, contracts, training and development, talent management, succession planning, driving performance appraisals and any other HR related issues)., • Monitor, manage and measure and report on HR issues, opportunities and development plans and achievements within agreed formats and timescales, including clause ER case management for the assigned areas, • Continuously Liaise with Managers to understand their HR requirements, reduce ER cases across all categories, and ensure they are fully informed of the HR objectives to drive the organisation forward., • Keep up to date with HR legislation and provide relevant training as when required, as well as per agreed schedule, • Update the company server with timely, relevant forms, policies and procedures to ensure accessibility for employees at all times., • To facilitate as a mediator when required to try and resolve employee grievances. Admin Related: • End to end TUPE management and related documents preparation (TUPE in /TUPE out), • Support the Recruitment Department with the entire onboarding process including but not limited to, creating and/or managing: Internal ads, offer letter & employment contracts, and arranging induction/onboarding experience, • Carry out Right to Work checks for current employees who’s right to work are due to expire and right to work checks for all new hires., • Maintain records of personnel-related data (payroll, personal information, leaves) in both paper and the database and ensure all employment requirements are met, • Liaise with other departments or functions (payroll, IT, SHEQ etc) when required, • Support the Payroll Department by providing the relevant documentation/information in a timely manner, • Carry out the DBS checks for all and current employees, • Carry out the applications for passes for the Virgin Contract, • Ensure that the Probation Procedure it is being adhered to and all parties involved are following it, • Carry out reference checks for new employees, • Manage the HR inbox in a timely and professional manner, • Produce and submit reports on general HR activity on a monthly basis, • Assist in ad-hoc HR projects, • Ready to perform any ad-hoc HR management related duties instructed by the Head of HR or HR Director. Recruitment duties: • Manage recruitment needs for the company such as in-house advertisement for senior positions., • Creating and continually improving offer letters and contracts of employment, whilst managing the timely distribution of such documents. Training duties: • Manage a training plan that details required training that is delivered within the agreed/specific timescales and ensure outcomes are appropriately measured and reported on., • Liaise with other managers to understand all necessary aspects of their learning and development needs, and to ensure they are fully informed of corporate learning and development objectives., • Develop and deliver training and communications materials to support learning and development needs., • Ensure training activities meet and integrate with company strategies and policies., • Write and deliver training lessons to continue personal development of Line Managers throughout the company., • Manage the organisation and delivery of company induction sessions, including writing and delivering the presentations., • Maintain the currency of the Training Matrix and share the information company-wide. Officer Responsibilities: • To assist and advise Company managers/directors on HR policy, practice, procedure and issues., • To represent the company in a positive, professional manner at all times. What We’re Looking For • Prioritisation and time management, • Proven track record as a HR generalist, in an HR environment, • Officer/Adviser/Generalist role, • Interpersonal relationships, discretion and confidentiality, • Knowledge of employment law, ER processes, Right to Work and DBS checks, TUPE law and ER practices, • Experience of report writing utilising excel, word and power point, • Ability to communicate at all levels, • Problem solving skills, • Ability to innovate to create and implement continuous, • improvement initiatives, • Experience of designing and writing HR policies, procedures, offers, • and contracts of employment, • Adaptability and flexibility – willing to work on a variety of projects and perform in multiple roles Other Requirements: • Flexibility to work at multiple locations with nation travel involved (up to 2-4 nights per month away from home maybe expected on occasion to meet business requirements), • Excellent IT and Microsoft skills The Package • £29,000–£31,000 basic salary, • Performance bonus, • 35 days holiday (including bank holidays), • Hybrid working (up to 2 days from home following 6 month probation)

We are partnered with an Investment Management firm in supporting for a key hire in their UK Sales team. They are seeking a Business Development Manager to cover the Devon & Cornwall region within its South West team. The role focuses on growing the region through high-level relationship management with IFAs, wealth managers and key market influencers. You will represent the business at industry events, deliver impactful face-to-face meetings, and execute a regional business plan to meet sales targets. Working closely with internal sales, marketing, product and investment teams, you will help deliver tailored investment solutions. The role suits a commercially driven relationship manager based in Devon or Cornwall with strong client-facing experience and leadership capability. Responsibilities • Educate financial advisers on the firm's proposition through face-to-face and virtual meetings, events and specialist seminars., • Discover, develop and manage relationships with IFAs, wealth managers, and influential market leaders., • Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver exceptional investment solutions tailored to adviser needs., • Develop and execute a robust business plan for the South West region, delivering regional targets in partnership with team colleagues., • Negotiate favourable pricing and business terms for bespoke investment opportunities that benefit both clients and the organisation. Required Experience • Demonstrated success in managing high-value client relationships and delivering against regional sales targets., • Extensive experience in face-to-face client interactions and event attendance., • Familiarity with leading and mentoring junior team members., • Team-oriented with a flexible attitude and commitment to achieving shared goals., • Excellent interpersonal skills with the ability to engage at all levels, • Leadership qualities, with the ability to inspire and mentor team members., • Strong organizational skills to manage regional travel and in-person meetings.

Job Title: Recruitment Franchisee. (Self-Employed) Location:Remote Home Based (Work from anywhere in the UK.) Reward: Realistic, Year 1 earnings of £50K increasing too £75K in year 2, and year 3 of £85K+. Timing: June 2025 Start. Rayner Personnel are seeking Franchise Recruitment Directors with a hunger for success and a taste for the high life. If you've got a background as a Mortgage Adviser or in telephone sales, especially recruitment, then this opportunity is tailor-made for you. Becoming a Rayner Franchise owner, will give you the freedom to run your own business from home, set your own hours, and work the way you want. while maximising your earning potential, We offer unrivalled opportunities: Rayner Personnel have established clients in place, with jobs to fill immediately, and we are looking for hungry Sales Professionals that can deliver a customer centric service to the UK’S largest financial services providers. About Us: Rayner Personnel is one of the UK’s leading Talent Partners in the Property and Financial Services sectors and was established over 10 years ago. We are a team of over 30 Recruitment professionals that specialise in connecting exceptional talent with industry leading businesses and providing tailored recruitment solutions. The Role: As a Self-Employed Recruitment Director, you’ll have the autonomy to build and grow your own business, with the full support of Rayner Personnel and as part of our established brand which provides you with the full support of a team of dedicated Recruitment professionals who are committed to your success. You’ll focus on developing client relationships, sourcing top talent, and delivering exceptional recruitment services in the Financial Services sector. What We Offer: • Uncapped Earning Potential: You keep half of everything you bill, with no limits and no catches., • Established Brand Support: Leverage the reputation and tools of a leading recruitment business., • Flexibility: Work from anywhere and manage your own schedule., • Training and Development: Access to ongoing training, mentorship, and industry resources., • Collaboration: Be part of a supportive network of over 30 experienced recruitment professionals. What We’re Looking For: • Proven experience in direct telephone sales of a tangible service or product., • Self-motivated with an entrepreneurial mindset., • Strong business development and client management skills., • Excellent communication and relationship-building abilities., • A passion for helping businesses and candidates succeed., • Money hungry with a desire to create your own future success. Ready to Take Control of Your Career? Join us as a Self-Employed Recruitment Consultant and unlock your potential to shape your future while benefiting from the support of trusted industry professionals. Want to know more? Click apply now or feel free to give Darren Robins a call on 020-3989-9455 for a confidential chat and to learn more about this amazing opportunity !

Love helping people and hate wasting time on paperwork? Let’s talk. At Loan.co.uk, we’re changing the game in lending. By combining smart technology with real human support, we help clients find secured loans that fit their lives, not just their numbers. We’re looking for a CeMAP-qualified Secured Loan Adviser to join our team and do what they do best: make a real difference to real people. You’ll have access to the most advanced, user-friendly platform in the industry. It takes care of the time-consuming admin, so you can focus on giving great advice—not rekeying data or chasing paperwork. 📅 Working pattern (read me first) • You’ll work five days per week, including Saturday and Sunday., • Your other three days are fixed weekdays (agreed with you during hiring)., • Perfect if you want mid-week days off and enjoy helping customers when they’re most available. At a glance • Contract: Full-time, weekend-inclusive (Sat & Sun + 3 weekdays), • Location: Fully remote within the UK, • OTE: Up to £90,000 (uncapped commission), • Must have: CeMAP and experience in secured loans 💬 What You’ll Be Doing • Giving friendly, expert advice and guiding clients through the secured loan process, • Using our tech to simplify admin and give your clients a smoother, quicker experience, • Leveraging our AI-powered system to make finding the right product fast and accurate, • Staying on top of compliance and regulatory requirements (we’ve got your back here too), • Building long-term relationships with clients through ongoing support and guidance, • Contributing to team goals while smashing your own, • Keeping your knowledge fresh and sharing what you learn with the team, • Working a weekend-inclusive rota to support customers when they’re most available ✅ What We’re Looking For • At least 1 year advising on second mortgages (secured loans) in a bank, mortgage broker, insurer, or IFA setting, • CeMAP-qualified, • Comfortable with tech and smarter ways of working, so you spend more time with customers and less on admin, • Self-motivated, organised, and happy working at pace, • Most importantly, you get a genuine buzz from helping people achieve their goals 💛 Why You’ll Love Working Here • A salary that reflects your value—because you’re great at what you do, • Uncapped commission – your success is your opportunity (OTE £90,000), • Time to rest and recharge – 29 days holiday (including bank holidays), to use when you want and growing annually, • Fully remote, fully trusted – work from anywhere in the UK, • Perkbox – discounts on holidays, shopping, cinema, wellness, and more, • Company pension – via True Potential Investor, • BUPA health cover – your wellbeing matters to us 🌱 What It’s Like to Work Here You’ll join a company that’s inclusive, forward-thinking, and genuinely values its people. We’re building something better—a broker for the future—and we want our team to grow with us. 🚀 Ready to Join Us? If this sounds like your kind of role, we’d love to hear from you. You don’t need to tick every single box—if you’ve got the skills, passion, and drive to make a difference, we want to hear from you. We’re an equal opportunity employer and we welcome applicants from all backgrounds. If you need any adjustments, just let us know—we’ll do our best to make it work. At Loan.co.uk, we believe in better—better tech, better support, and better opportunities for our clients and our team. If that sounds like your kind of place, we’d love to chat. We’re committed to protecting your privacy. Before applying, please read our Recruitment Privacy Notice. By applying, you agree to the processing of your personal data as outlined in the notice.

• OTE - £70,000 - £100,000+ in year 1, • 10+ pre-qualified appointments booked for you weekly, • Generous commission rates - uncapped earning potential Self-Employed Business Protection Adviser OTE - £70,000 - £100,000+ in year 1 ?? Specialising in Relevant Life Insurance & Executive Income Protection ?? UK-based | Remote/Hybrid/Office | 10+ Booked Appointments Per Week ?? Generous Commission Structure | High-Quality Leads Provided Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection for directors and SMEs across the UK. ?? What’s on Offer • 10+ pre-qualified appointments booked for you weekly – no cold calling, • Generous commission rates – uncapped earning potential, • Remote/Hybrid/Office working options – manage your own time, your way, • Admin and compliance support so you can focus on advising, • Access to market-leading providers and a comprehensive panel, • Opportunity to build your own client base with recurring income ?? Your Role You’ll be speaking directly with business owners, directors, and key decision-makers, providing tailored advice on: • Relevant Life Insurance – a tax-efficient solution for director and employee life cover, • Executive Income Protection – protecting income for company directors and key staff, • Additional protection options based on client needs With a steady flow of warm leads and booked appointments, you’ll have the tools and support to hit the ground running and focus purely on giving great advice. ? What You’ll Bring • Experience in protection advice – ideally in the business protection market, • Understanding of Relevant Life Plans and Executive Income Protection, • A consultative, client-first approach, • Ability to work independently and manage your pipeline, • FCA-authorised (or able to become authorised) ?? Why Join? This is a unique opportunity for advisers who want to work smarter, not harder. We take care of the lead generation, marketing, and admin – you focus on giving great advice and growing your income. Ready to elevate your protection career and earn what you’re really worth? How to Apply: Click APPLY NOW or feel free to call Kev on 0/7/8/8/4 4/6/2/6/9/5 for a confidential chat about this role and your career options. Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role. Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

This role is based in London, UK Office At Informa, no two days and no two people are the same, and you'll find the freedom, opportunity and support of a fantastic community to make a real impact. We’re an international business that connects specialists with knowledge, helping them to learn more, know more and do more through live and on demand events, digital and data-driven services and academic research. We are home to over 10,000 colleagues across 30 countries and are a member of the UK’s FTSE 100 group of leading public companies. We’re thrilled to have earned the #3 spot in Glassdoor's Best Places to Work 2025 UK list, a recognition based solely on reviews by those who know us best - our current and previous colleagues. In Global Support, we provide expert guidance and hands-on support to the Informa Group and Informa’s many business teams. Across tech, finance, legal, corporate development, HR, communications, operations and many other areas, we work collaboratively and flexibly to help our brands serve their customers and help the company succeed. As our Group Defined Benefit Pensions Manager, you will help determine and deliver the company's pensions strategy across all the Group's defined benefit pension work schemes. You will work closely with the Group's advisors on all aspects of the strategy, as well as ad-hoc projects. You will provide periodic updates such as quarterly dashboards, as well as help manage adviser reviews and appointments. Defined Benefit Pension Scheme Liaison • Close liaison with UBMPS Administration Manager & Scheme Secretary to stay up to date on all aspects of the UBMPS including attendance at the Investment Sub Committee., • Employer representative/liaison with IFSS and T&FGPS trustees and advisers, including: attending trustee meetings, holding regular meetings with scheme Actuaries, – Administrators and Scheme Secretary (First Actuarial), • Close liaison with AON as full services provider to the (US) Penton Defined Benefit Pension scheme including attendance at the Investment Committee. Finance and Accounts • Managing the Pensions cost centre budget and forecast., • Co-ordinating and approving advisers, administration and, Regulator cost proposals, Purchase Orders, invoices, accruals, • Managing all aspects of cost recharges in respect of all schemes and associated cost centres., • Corporate Year End and Half Year Accounts preparation and analysis: Working closely with Group Accounts and the Company’s Pensions advisor to agree all input assumption; challenge, understand and explain accounting outputs; and, answer and co-ordinate questions from Group Finance and the Auditors. Other • Ensure the Informa Plc website remains up to date and relevant including development of functionality for ex-colleagues to find their pension contacts, • M&A: Review relevant M&A Due Diligence as projects arise, plan and execute any due diligence and integration., • Ensure the Group, at all times, remains compliant with the Pensions Act 2021 which includes ensuring due consideration is given to corporate activity such as Capital Structure actions and M&A, working closely with external lawyers and insolvency specialists as required., • Oversight of two small legacy German DB pension plans which are primarily managed by an external local actuarial & accountancy firm, providing occasional co-ordination and monitoring of documentation between the external adviser and Informa’s accounting Shared Service Centre and Payroll., • Working closely with the Group Legal team and external advisors regarding KeyWest pension redress: Managing to completion a UBM IFA business compliance project, • Oversight of annual pension increases for a one-man legacy Unfunded Unapproved Retirements Benefits Scheme, • Managing occasional settlement referrals from the Trustee for the UBM Employer Funded Unapproved Retirement Benefit Scheme. Co-ordinate with Payroll so that PAYE, EE NI, ER NI is calculated and processed through payroll, • Associate of the Pensions Management Institute or, similar, • Formal qualification requirements can be mitigated depending on the level of experience a candidate has. We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com Our benefits include: • Freedom & flexibility: colleagues rate us highly for the flexibility and trust they receive and most of us balance time in the office with time working remotely, • Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active diversity and inclusion networks, • Broader impact: take up to four days per year to volunteer, with charity match funding available too, • Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves, • Time out: 25 days annual leave, rising to 27 days after two years, plus a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year, • A flexible range of personal benefits to choose from, plus company funded private medical cover, • A ShareMatch scheme that allows you to become an Informa shareholder with free matching shares, • Strong wellbeing support through EAP assistance, mental health first aiders, a healthy living subsidy, access to health apps and more, • Recognition for great work, with global awards and kudos programmes, • As an international company, the chance to collaborate with teams around the world We’re not solely focused on a checklist of skills. We champion energy and ambition and look for colleagues who will roll their sleeves up, join in and help make things happen. If it sounds like a match and you have most – although not all – of the skills and experience listed, we welcome your application. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information. See how Informa handles your personal data when you apply for a job here

We are currently working with a highly reputable, national wealth management firm who are looking to appoint an experienced Financial Planner to join their growing team in Exeter. This is an excellent opportunity for a technically strong and client-focused adviser looking to take the next step in their career within a well-established and supportive environment. Importantly, there is no requirement to bring an existing client bank, making this an ideal move for planners who want to focus on delivering high-quality advice while building relationships organically. The Role This is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers. Key responsibilities include: • Providing expert financial planning and wealth management advice to private clients, • Building and developing a client bank through referrals, professional introducers (e.g. solicitors, accountants), and internal relationships, • Working closely with Investment Managers to deliver strong client outcomes About You • Level 6 qualified (CII or equivalent), ideally Chartered or working towards, • Minimum 5 years’ experience delivering holistic financial planning advice, • Strong technical knowledge across pensions, tax planning, IHT, ...

Head of People Services Location: South West EnglandSalary: £67,500Contract: Permanent, Full Time (37 hours, flexible working) This is an opportunity to join a values-driven organisation in a highly influential leadership role. The successful candidate will play a key part in shaping organisational culture, modernising people services and ensuring the workforce is equipped to deliver excellent outcomes for residents and communities. The Role The Head of People Services will provide both strategic and operational leadership across the full employee lifecycle, leading a team covering People Business Partnering, Talent Acquisition and Organisational Development. Key responsibilities include: • Leading the development and delivery of the People Strategy, ensuring alignment with organisational objectives., • Acting as a trusted adviser to senior leaders and the executive team on workforce planning, organisational capability, culture and performance., • Driving organisational development, employee engagement, wellbeing and inclusion initiatives., • Overseeing recruitment, talent management, learning and development, reward and benefits, employee relations and policy development., • Leading workforce planning to build organisational capability and resilience., • Developing and managing the People Services b...

The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: • A steady stream of loyal, existing clients inherited through a gradual transition., • Full administrative and paraplanning support so you can focus on client relationships and business development., • A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels. Requirements: • Have proven experience advising in the high-net-worth space., • Be confident advising across the full spectrum of financial planning products., • Be a proactive team player who contributes to the firm's growth and reputation., • Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role. Why This Role Stands Out • Strong existing client base ready to be nurtured and grown., • Top-tier support from experienced admin and paraplanning teams., • The autonomy to develop your network and increase earnings significantly., • A collaborative, professional environment focused on client excellence. If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Self-Employed Mortgage & Protection Adviser – Join Mortgage Advice Bureau (MAB) Location: [Chelmsford / Remote / Hybrid] Employment Type: Self-Employed Earnings: Uncapped Commission Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service. Our business partner is offering an exciting opportunity for a self-employed Mortgage & Protection Adviser to join our award-winning partnership and grow your own business with full support behind you. What You’ll Be Doing: • Chatting with clients to understand their mortgage and protection needs., • Offering expert, honest advice on a wide range of mortgage products and protection options., • Guiding people through the home-buying journey – and making it less scary!, • Staying on top of market changes and lender criteria. What’s in it for you?, • Uncapped earnings - keep more of what you earn, • Competitive commission structure, • Warm leads provided - plus support for generating your own, • Total flexibility - work where and when you choose, • Market-leading tech & CRM - streamline your business with MAB’s award-winning systems, • Compliance, admin & marketing support What We’re Looking For: • CeMAP qualified (or equivalent) (must have), • Previous experience in mortgage advising, • Self-motivation and entrepreneurial mindset, • Great communicator and genuinely good with people., • Organised, self-motivated, and able to manage your own workload. Interested? Let’s talk. Apply directly or email us at .uk. Whether you're looking for more flexibility, stronger support or a fresh challenge, we’d love to hear from you.

Associate Financial Adviser - Build Your Future in a Firm That Invests in You Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity? A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team. Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working What Makes This Role Stand Out • Start with substance - Inherit a portfolio of mass affluent clients to build early momentum, • Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary, • Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income, • Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings, • Professional development - Ongoing training, supervision, and study support towards Chartered status What You’ll Get • Base salary: £35,000 - £45,000 depending on experience and qualifications, • Bonus scheme linked to advice activity and client outcomes, • Existing client bank + active lead generation support, • Paraplanning and admin support to keep your focus where it matters, • Full backing for CPD, further qualifications, and long-term career growth, • Hybrid working with access to modern offices in Coventry Your Responsibilities • Engage with clients virtually and in person to understand their financial goals, • Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning, • Follow up on qualified leads and maintain ongoing relationships with your allocated client base, • Prepare and present financial recommendations under supervision as needed, • Collaborate with paraplanners and compliance teams to ensure advice quality and governance, • Stay informed of market developments and regulatory changes to support informed advice delivery What You’ll Bring • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), • Experience in a paraplanner with client-facing experience, trainee adviser, • A genuine desire to progress into a client-facing advice role, • Strong communication and relationship-building skills

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍Location Remote in the UK | 💰 £24,750 to £29,625 + | ✨ (If you are based in London the minimum salary offer will be £27,250) Please reference any literature that you may refer to, as applications that are highly plagiarised and not your own work. e.g. ChatGPT, will be declined. Your Day to Day; Our Collections team are the financial health heroes at the core of Monzo. They are here to identify and support customers who may be struggling with debt, offering them compassion and options to help. They do this with their top notch understanding of Monzo’s award winning lending products, credit file details and something we call a ‘decisioning process’ - something we’ll teach you all about! You should apply if: • You are able to start on 13th April 2026 and able to attend 7 weeks training, Monday to Friday 9am - 5.30pm, • Prior experience in Collections, Debt Recovery or Customer Service within a contact centre environment experience would be advantageous, • Have a background supporting customers with vulnerability, • You’ll need to have a background supporting customers, • The ability to communicate with customers to the highest standard because we only want the best for them, • You can ask open questions to understand their situation, listen and provide solutions via our in-app chat, outbound and inbound calls and emails, • From time to time things are complex so a keen eye for detail and a high standard of work will really help in this team, • Understanding and keeping up to date with our regulatory obligations and ensuring these are fulfilled in our customer outcomes (in line with the FCA).Most importantly - you live and breathe people and customers like we do The interview process: Our interview process involves 3 main stages: • Please answer the application questions and the 4 scenarios within, • Recruiter Call - 30 minutes, • Competency-based Values and Role Specific Interview - 60 mins approx. ⏰ Your working life and shift requirements • Working hours fall within Monday to Friday 8am to 8pm and Saturday and Sunday 9am - 6pm (37.5 hours a week, remote working)., • Your shift pattern will vary on a weekly basis, but don't worry, we give you plenty of notice in advance., • You're guaranteed 1 full weekend off each month., • We'll guarantee time off on your birthday (if you want it). This will come from your regular holiday balance and provided you have enough to cover it. 🙌 What’s in it for you 💰 £24,750 to £29,625 ➕ plus stock options & benefits 📚£1,000 learning budget each year to use on books, training courses and conferences. ➕ Plus lots more! _. We have some guidelines on using Artificial Intelligence (AI) to ace an application and interview at Monzo. _ You’ll hear from us throughout the application process, but if you’ve got any questions, please reach out to falahahmad@monzo.com. You can also use this email address to let us know if there’s anything we can do to make the process easier for you because of disability, neurodiversity or anything else. Please note we will close this role once we have enough applications for the next stages. Please submit your application asap to avoid any disappointment. #LI-REMOTE #LI-FA1 Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA £70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000. Why This Opportunity Stands Out This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you. What You’ll Get £70,000 – £80,000 basic salary depending on experience Realistic OTE of £100k+ through a transparent and rewarding bonus structure Immediate HNW client bank from retiring advisers (average portfolio size £500k+) Ongoing, high-quality leads from established introducer relationships and digital channels Hybrid working model – blend of remote and regional office work Paraplanning, admin & compliance support – so you can focus on advising Full tech stack and CRM to streamline your client work Pension, DIS, private medical, and other flexible benefits Chartered support – Full backing for further qualifications and CPD What You'll Be Doing Take ownership of a loyal HNW client bank and nurture long-term relationships Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning Convert warm, qualified leads into valuable client relationships Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery Contribute to ongoing growth, client retention, and service excellence What You’ll Bring Level 4 Diploma in Regulated Financial Planning (minimum) A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients Strong relationship-building skills and commercial awareness A commitment to high ethical standards and delivering exceptional outcomes Ideal for... Advisers currently limited by a lack of leads or support Those working in self-employed models seeking more stability IFAs with client-facing experience who want to grow with national backing If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.

Our investment management client works in partnership with financial advisers and wealth managers delivering investment solutions and tax-efficient products for their clients. As a growing business, the sales team is pivotal to winning and retaining business therefore the team is known for providing excellent service providing product expertise and acting as brand ambassadors. As a key member, you will be promoting MPS propositions to intermediary clients based across the UK increasing brand awareness to develop both new clients and asset under management. As an Business Development Associate you will be able to demonstrate that you're highly motivated, articulate and enjoy developing strong B2B relationships. Primary Job Functions • Engaging financial advisers to build, maintain and develop relationships, • Outbound telephone calls to maintain relationships or schedule meetings, • Building and developing new relationships with prospective advisory / investment firms, • Becoming a key point of contact for all financial advisers across the region, • Providing an exceptional level of client service, • Implementing new sales and marketing campaigns for the region, • Helping educate financial advisers to enable them to solve their clients’ needs, • Enhance and develop existing relationships to increase business levels, • Proactively follow-up client meetings, • Provide all required support to financial advisers, • Maintain up-to-date records on the CRM system, • Constantly seeking new opportunities to develop the business, • Work collaboratively with fellow BDMs., • Share best practice and contribute feedback to help with continuous improvement, • Attend and support adviser and industry conferences and other events, as required, • Ensure a good flow of information between colleagues and teams, • Constantly improve product and industry knowledge Specific Requirements • Exceptional sales skills, • Strong and flexible work ethic, • High quality interpersonal skills, • Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom), • High quality well-written communications, • Attention to detail, • Highly organised and able to work alone efficiently and effectively

Looking for more than just another Mortgage Advisor role? We are recruiting for a well-established and successful firm who offer their advisers the support, autonomy and recognition they deserve. Whether you are looking for generous commission splits, your own trading style, require admin support or be part of a forward-thinking, adviser-first culture they will help you thrive. About the Firm Pia Financial Solutions understand the importance of supporting their advisers to allow them to run their own successful businesses and achieve their goals. As a well-established and highly regarded firm, they have the expertise and support to help you flourish. About the Role As a Mortgage advisor, you will be part of a nationwide network of mortgage specialists who put people first. Offering advice on almost every aspect of a clients’ financial needs: from Protection and Insurance, to Mortgages and full Financial Planning. With a dedicated team of professionals supporting you, you can focus on outstanding customer service, excellent advice and building your client base. The benefits for a Mortgage Advisor: • 80% commission split as standard., • Flexibility of a self-employed contract allowing for greater earning potential., • Rapid and reliable commission payments., • Autonomy over your diary with no micromanagement., • Your own dedicated web page and a professional email address., • Ability to build your own trading style, helping you to stand out in the market., • Fully remote., • Optional admin support., • In-house supervision team for training and development on all aspects including business support and generation including business workshops., • Access to pre-approved marketing material., • Regular national and regional events., • Additional earning potential through referrals for wills, commercial lending, secured loans and conveyancing., • Potential for career progression into full financial advice including ability to obtain further qualifications. Your responsibilities as a Mortgage Advisor will include: • Providing advice and recommendation across mortgage and protection products., • Growing your reach and generating enquiries., • Staying up to date with industry knowledge. What will you need to succeed as a Mortgage Advisor: • CeMAP or CII Certificate in Mortgage Advice qualified is a must., • 12 months experience of providing advice on Mortgage and Protection products., • Passion for customer service. Pia Financial Services is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ London/Cardiff/UK Remote | 💰circa £100,000 + | ✨ 🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ ⭐Our Legal team We're looking for a Senior Legal Counsel - Insurance to join our team at Monzo and help us build one of the best, most innovative banks in the world. This role will be the lead lawyer for our new, and growing, insurance distribution business. This role will report to the Head of Legal for Wealth Products, and is part of the Monzo Bank Legal team in the Legal & Board Governance Collective at Monzo. In this role, you’ll work closely with the Insurance Squad to build and deliver Monzo’s insurance products, and support the team in making insurance accessible for everyone. You’ll work at all levels in the organisation and with a wide-range of stakeholders from Product Managers and Designers, to Operations professionals and Software Engineers, and Risk and Compliance. You will be the ‘go to’ for all things legal and regulatory, and an important part of a team trying to change the insurance market for the better. 🔑You’ll play a key role by... • Being a trusted adviser and partner to the Insurance team, helping them build beautiful products and create effective customer-journeys in the Monzo app whilst meeting our regulatory requirements., • Advising on the development of our insurance offering, including expanding the range of insurances we offer, and integrating services into the Monzo app., • Supporting the Insurance team in managing third parties involved in our insurance offering (e.g. underwriters and third-party administrators)., • Equipping the team to deal with developments in the regulatory landscape for insurance, working closely with Compliance colleagues on all things regulatory., • Working with Risk and Control closely to help the team identify and manage legal and regulatory risks relating to the insurance business, • Prioritising thoughtfully to continuously operate with the highest impact., • Developing and implementing processes and procedures to increase the efficiency and scalability of insurance legal advice across the Monzo Group., • Delivering training, sharing insights from your work, and helping educate others on insurance., • Managing relationships with our external legal counsel and ensuring we are optimising our legal spend on insurance matters. 🤩 We’d love to hear from you if… • You have experience advising on general insurance and/or life insurance, and a solid grounding in direct-to-customer distribution with a minimum of around 5 years relevant post qualification experience (or equivalent)., • You have outstanding technical skills and strong knowledge of regulatory and commercial issues in general insurance and insurance distribution, preferably having spent time both in private practice and in house at a financial institution or fintech., • You are a team player and natural collaborator who is passionate about effecting change whilst being goals-focussed and impact-driven., • You are a strategic thinker, a strong communicator and a keen problem solver who knows how to assess risk and recommend solutions that balance business and risk perspectives, • You are willing to jump in and handle a wide range of legal issues, even outside your core areas of expertise in a proactive, and resourceful way, and can sensibly assess when best to engage external counsel in a cost-effective way, • You are comfortable operating at all levels of the organisation up to the Executive and liaising with a variety of internal and external stakeholders, • You welcome diverse perspectives, think rigorously and critically and aren’t afraid to challenge assumptions, • You’ve an open and curious mind, you are passionate about the intersection of banking and technology, and what we are doing here at Monzo excites you! Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating an inclusive and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! PQE is a guide only. 🌈 The interview journey has 3 key steps • Recruiter call (potentially followed by an initial call with the Head of Legal, Wealth Products), • Role specific interview, • Values interview You may also be asked to meet with key members of the Insurance and Legal teams after these stages for a ‘coffee chat’. Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on business-hiring@monzo.com. Your compensation package: 💰 c.£100,000 + base salary (subject to experience)➕ stock options ✅ We can sponsor visas 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London). ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team 📚Learning budget of £1,000 a year for books, training courses and conferences ➕And much more, see our full list of benefits _ #LI-DH1 #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

Mortgage Adviser Self Employed We are growing our mortgage team, offering full admin support, a large book of potential clients and the ability to write your own business without any of the hassles of owning a business! We looking for experienced and motivated Self-Employed Mortgage Advisers to join our team. Whether you’re an established broker looking for a better deal or an adviser ready to take control of your earnings and work life balance, Eight Mortgages offers the tools, support, and freedom to help you succeed. The Role: As a Self-Employed Mortgage Adviser with Eight Mortgages, you’ll have the autonomy to manage your own clients while benefiting from our strong brand and full compliance support.. You’ll deliver professional, FCA-compliant mortgage and protection advice, providing clients with tailored solutions to meet their financial needs. Key Responsibilities: • Provide expert, whole-of-market mortgage advice to clients., • Build and maintain strong, long-term client relationships., • Manage your own pipeline from lead generation through to completion., • Keep up to date with lender criteria, market developments, and FCA regulations., • Ensure all advice and documentation meets compliance and quality standards., • Deliver an exceptional client experience built on trust, transparency, and service., • CeMAP (or equivalent) qualification – essential. Equity release desirable, RO5 desirable, • Current or recent FCA authorisation (directly authorised or appointed representative)., • Proven experience as a Mortgage Adviser, • Excellent product knowledge and understanding of mortgage market trends., • Ability to manage your own time, workload, and client relationships., • Self-motivated, professional, and committed to delivering outstanding service., • Competitive split structure between your own business and referrals DOE, • Write your own business while we handle the hassles of running a business, • Full admin support to allow you to focus on seeing clients, • Large book of potential clients available from day 1, • Support and mentorship

You’re not asking for the earth. But you’re level 4 qualified and ready to be an adviser. You’re fed up of false promises, glass ceilings and waiting around. The best way to learn is to do, but no one is giving you the chance. They are now. This business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 30 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll develop your own client base. And when you’re ready, you have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. In the meantime you'll get a proper income. In year one you'll earn £42,750 - £44,750 and that's without a sales bonus. It's a unique remuneration package that works like this: • A starting salary of £30,000 - £32,000 (depending on experience), • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards) Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment. There's an initial residential 4 week training course. You'll then join the team under the supervision of the Training & Competence department. They'll supervise everything you do until you achieve Competent Adviser Status. There's no throwing you in at the deep end here. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a stable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around. WHAT YOU'LL NEED Level 4 status via the CII, LIBF or CISI. It's as simple as that. Industry experience is useful but we've placed people who are level 4 and don't have experience. You could be a mortgage/protection adviser, paraplanner or administrator. Or you could be a second careerist. It's more about you than your background. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. -------------------------------------------------------------------------------------- Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

IFA Administrator – Join as an Investment Administrator Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named “Best Financial Adviser to Work For” three times by Professional Adviser. This role offers the chance to be part of a dynamic Investment Team where development is nurtured, voices are heard, and progression — including potential future equity ownership — is genuinely on offer. The Opportunity The Investment Administrator (officially titled Investment Accounts Executive) plays a pivotal role in supporting the firm’s high-net-worth client base, including individuals, pensions (SIPPs/SSAS), trusts, charities, and corporate clients. You’ll act as a key liaison for clients, ensuring exceptional administrative support across the full investment lifecycle — from account set-up and portfolio maintenance, to valuations and supporting reviews. You’ll also work closely with Financial Planners, Paraplanners, and Investment Managers to help deliver excellent outcomes, all in line with a collaborative and professional investment strategy. Why Apply? • Chartered Firm – Commitment to the highest professional standards., • People-First Approach – Supportive team environment, with hybrid working post-induction., • Growth-Oriented – Encouragement and support for qualifications and long-term development., • Modern Workplace Perks – Flexible benefits and a hybrid working model., • Clear Career Path – CII study support Salary & Benefits Salary: £25,000–£33,000 (DOE + qualifications), Discretionary performance bonus Pension: 5% employer contribution (increasing with service) + salary sacrifice Free Onsite Parking Hybrid Working: After training and induction Key Responsibilities • Administer investment accounts, ensuring accuracy and compliance., • Prepare application and transfer paperwork across multiple platforms (e.g. Pershing, Quilter, Aviva)., • Process investment deals, valuations, reviews, and client reporting., • Liaise with clients and professional connections via email, phone, and letter., • Produce investment meeting notes and monitor action points., • Support Investment Managers with technical tasks including CGT assessments and MWR calculations. To be considered: • Experience in a financial services admin role., • Knowledge of investment products and financial planning., • Excellent communication and IT skills.

Customer Service Adviser / Sales Support Agent with previous experience in a customer service or phone-based sales role, who has an excellent telephone manner, organisational skills and attention to detail is required for well-established insurance company. SALARY: £25,000 per annum LOCATION: Remote / Working from Home - candidates MUST be UK based JOB TYPE: Full-Time, Permanent JOB OVERVIEW We have a fantastic new job opportunity for a Customer Service Adviser / Sales Support Agent with previous experience in a customer service or phone-based sales role, who has an excellent telephone manner, organisational skills and attention to detail. Working as the Customer Service Adviser / Sales Support Agent you will be professional, people-focused and will join a fully remote team. This is a phone-based role, speaking directly with: • New prospects: Helping them understand the products and find the right insurance cover for their needs, • Existing customers: Assisting with queries about policies, helping with changes, and supporting them through claims or renewals As the Customer Service Adviser / Sales Support Agent you will be the voice of the company — empathetic, clear, and solution-oriented. You will be given the tools and training you need, but will need to be someone who learns fast, takes initiative, and thrives in a flexible environment. DUTIES Your duties as a Customer Service Adviser / Sales Support Agent will include: • Answer inbound calls and respond to customer queries with clarity and professionalism, • Make outbound calls to guide new prospects to assist them in finding the right insurance cover based on their business needs, • Assist existing customers with policy queries, changes, and mid-term adjustments, • Provide friendly and accurate support throughout the customer journey — from quote to renewal, • Work independently and take ownership of your workload CANDIDATE REQUIREMENTS • Fluent in English, • Excellent phone manner with strong verbal communication skills, • Previous experience in customer service or phone-based sales (essential), • A fast learner, confident using web-based systems, • Comfortable working independently in a 100% remote role, • Strong organisational skills and attention to detail, • Experience in the insurance industry (preferred but not essential) BENEFITS • Fully remote position with all training provided, • Opportunity to grow in a supportive, customer-first company, • No rigid scripts. Just real conversations and support, • A small friendly team of colleagues that works collaboratively HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P13669 Full-Time, Permanent Jobs, Careers and Vacancies. Find a new job and work Remotely. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ

Job: Mortgage Advisor Location: Remote (West Midlands) — with travel to the Shrewsbury office once or twice a month Basic Salary: up to£30,000 (depending on experience) OTE: £85,000- £90,000 Hours: 8:30am- 5:30pm Mon - Fri + every other Saturday, with a day on in the week in lieu We are seeking a Mortgage & Protection Adviser to provide exceptional levels of advice and customer service within one of our top AR's customer remortgage team. In addition to this you will also be responsible for dealing with leads from major employers in the region offering mortgage & protection advice as an employee benefit; this is a fantastic opportunity for the right individual to join their award-winning team! You will receive quality leads, dealing with existing clients that are due to remortgage or offered advice as part of their employee benefits package! You will be tasked with helping them with their mortgage, protection and home insurance requirements proving a 5-star service every step of the way. The successful candidate must be fully CeMAP qualified (or equivalent) and have experience in providing face-to-face, telephone and online client mortgage and protection advice. You will: • Process our existing clients remortgage, protection and home insurance requirements, • Be highly confident in providing protection advice to compliment the mortgage and maximise case size, • Be able to identify changes in client circumstances which could impact on protection shortfalls, • Have a minimum of 1 years face to face mortgage and protection experience, • Have a demonstrated track record of consistently achieving sales targets in the mortgage and protection sector, • Be able to provide quality advice on a face-to-face basis, via Teams and telephone, • Work in a consistent and compliant manner to FCA standards, • Have admin support to process client cases through to successful completion, • Be fully CeMAP qualified (or equivalent to offer mortgage & protection advice What you will get in return: • Opportunity for career development in an ambitious and growing company, • Quality appointments, • Flexible hybrid working, • Uncapped Bonus Structure, • OTE £85-90,000 with competitive salary and uncapped earning potential Benefits: • Access to MyStaff Shop benefits, • Reward structure includes shopping vouchers, • Full admin suppport from a dedicated team who support, chase, prepare, and pre-qualify customers, • Up to £1,200 in potential annual savings (likely from perks and rewards)

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo. Why Join This Wealth Management Firm? Remote-first flexibility with access to office space if preferred End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance A client-first advice proposition grounded in integrity and trust Consultative marketing and lead generation to support new business development A collaborative culture with continuous learning and development opportunities Cutting-edge tech including the XPlan POS system to streamline advice delivery Role Overview – Employed Independent Financial Adviser In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained. Key Responsibilities Deliver holistic financial planning using the Six-Stage Advice Process Regularly review clients’ circumstances and adapt plans accordingly Stay up to date with financial products, legislation, and market trends Develop new client relationships through referrals, business planning, and marketing initiatives Build strong connections with introducers and centres of influence Conduct thorough fact-finding and prepare compliant, bespoke financial reports Maintain accurate and timely management information What You'll Need to Succeed Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA Active CF30 status or the ability to obtain it A demonstrable client-centric approach and commitment to doing the right thing Strong interpersonal skills and professional communication Confidence in using technology and delivering advice in both digital and face-to-face settings Experience in growing and managing a client bank Package & Benefits Competitive employed salary structure Performance-based bonus and incentives Full Paraplanning, Admin, and Compliance support Access to a trusted investment platform with cost-effective solutions Ongoing CPD, training, and career progression opportunities Marketing and business development support to grow your client base

Things haven’t quite gone to plan have they? You love being a financial planner but you’re at the stage of your career where you need support. You need access to clients. You need direction. In short you need a business to invest in you and provide the structure and resources for you to develop. One that pays a salary and puts clients in front of you - not expect you to find them yourself. This firm will do all of that. This national business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 40 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. But that choice is yours. In the meantime you'll get a proper income. In year one you'll earn £48,750 - £50,750 and that's without a sales bonus. By year two that will be up to £53,000 per annum without sales bonus. It's a unique remuneration package that works like this: • A starting salary of £36,000 - £38,000 (depending on experience), • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards) Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment. It is one that has trained and developed over 30 advisers already who had no previous financial planning advice experience. Imagine how good they’ll be for you. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a profitable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around. WHAT YOU'LL NEED You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualifications. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. -------------------------------------------------------------------------------------- Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you! Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive. Here's what awaits you as an IFA. While you transfer into a Self Employed role within the business you will be provided with a guaranteed draw that will look after you while you move your clients across after covenants. Take home 1 st £250,000 = £100,000 (40% of revenue) Take home after £250,000 revenue includes a profit share of 12.5% so £300,000 = take home of £126,250. You will be supported by a Paraplanning and Admin team as well as a Marketing consultant who will put in place a strategy to win new business. Flexibility and Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment. Additionally, our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers. Unparalleled Support: Leave behind administrative burdens and focus on what truly matters – your clients. Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners. This unwavering support allows you to dedicate your time and expertise to meeting your clients' needs effectively. Cutting-Edge Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients. With access to advanced tools and resources, you'll be at the forefront of innovation in the industry. Unlimited Earning Potential: Take control of your financial future and unlock uncapped earnings. As you grow your client base and provide them with fully independent advice, products, and services, you'll see your personal earnings soar to new heights.

Independent Financial Adviser - Fully Remote Location: Fully Remote (UK-based) Salary: Competitive Basic + Bonus + Full Benefits Package ?? Client-Focused | Flexible Working | Strong Infrastructure NJR Recruitment is currently working with a well-established and forward-thinking wealth management business offering a rare opportunity for an experienced and self-sufficient IndependentFinancial Adviser to join their team on a fully employed, fully remote basis. This role is ideal for a high-calibre adviser who brings with them a transferable client bank and is looking for the structure, support, and long-term security of an employed model without the office commute. The Role: You will be responsible for managing and developing a portfolio of existing and new clients, providing high-quality financial advice across investments, pensions, protection, and retirement planning. Key Responsibilities: • Provide holistic financial advice to a diverse client base, • Manage and grow your portfolio with full compliance and service excellence, • Maintain strong ongoing relationships with clients, • Operate remotely with full access to support, systems, and compliance, • Collaborate with internal teams including paraplanning, admin, and marketing What We’re Looking For: • Level 4 Diploma in Regulated Financial Planning (minimum), • A proven track record of delivering compliant advice, • A transferable client bank that generates ongoing revenue, • Comfortable working independently in a fully remote environment, • Self-motivated, professional and client-focused What’s on Offer: • Employed role with competitive basic salary of up to 85% of ongoing fees, • Full remote working setup - flexibility without compromise, • Ongoing admin and paraplanning support, • Excellent Bonus Structure for New Business of 50%, • Modern tech stack and CRM systems, • Share Options with an excellent 5 year plan, • Enhanced Pension, • PMI, • Death In Service cover ?? If you’re an experienced adviser looking to combine flexibility with security — and want to bring your clients into a well-supported, fully remote environment — we’d love to speak to you. Apply today or contact NJR Recruitment for a confidential discussion quoting NJR15880

An exciting opportunity has arisen for a School Business Development Executive / Account Manager to join a social enterprise that connects employers with schools to create inclusive work-based learning opportunities for students, particularly those with special educational needs or from disadvantaged backgrounds. As a School Business Development Executive / Account Manager, you will be developing relationships with schools and careers hubs to promote a well-established careers engagement platform. This role is full-time remote based offering a salary of £30k FTE plus generous commission and benefits. The candidate must possess experience in both account management and new business development. You will be responsible for: • Proactively reaching out to schools to introduce and promote an innovative platform supporting student career development, • Building and managing relationships with Careers Leaders, Officers, and occasionally Head Teachers, • Collaborating with regional Careers Hubs and education networks to broaden reach, • Coordinating meetings via phone, Teams, or face-to-face to support engagement and growth, • Representing the organisation at relevant regional and national events, • Providing accurate internal updates and contributing to reporting processes, • Ensuring internal policies, such as safeguarding and health & safety, are adhered to What we are looking for: • Previously worked as a Account Manager, Sales manager, Business Development Manager, Partnership Manager, School Engagement Manager, Education Partnership Manager, Educational Sales Executive, Education Account Manager, Education Outreach Coordinator, School Relationship Manager, Educational Partnerships Executive, School Liaison Manager, Student Career Development Officer, School Engagement Executive, Business Development Executive, Career Engagement Officer, Business Development Specialist, Business development Consultant, sales consultant, Business Development Advisor, Business Development Adviser, Business Development Officer or in a similar role, • Must have 3 years’ experience in direct sales (excluding retail or general customer service), • Have 2 years’ experience in selling or sales to schools., • Strong track record of working within the education supply chain or selling into schools, • Full UK driving licence and right to work in the UK What’s on offer: • Competitive salary, • Term-time only role, • Flexible working pattern, • Generous commission structure, • 25 days annual leave plus 8 bank holidays (pro rata, within school breaks), • Travel expenses covered This is a brilliant opportunity to join a values-led organisation and play a meaningful role in shaping young futures. 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.

IFA Administrator Remote working Salary £31,000 - £32,000 This role is ideal for someone who thrives in a fast-paced environment and has previous experience providing high-level administrative support to financial advisers and or paraplanners. If you're organised, proactive, and passionate about delivering outstanding service, this could be the next step in your career. The Firm You’ll be joining a forward-thinking, purpose-driven financial services organisation with a strong reputation for innovation and inclusivity. Based all over the UK, they are known for their collaborative culture and commitment to professional development. You’ll work alongside a team of dedicated paraplanners and financial advisors who are passionate about making a positive impact for their clients. The Role As an IFA Administrator, you will be at the heart of the organisation’s operations, supporting Financial Advisers and Heads of Service with diary management, client communication, and documentation. A typical day could involve: • Managing adviser calendars and client communication to keep everything running smoothly, • Preparing reports, documentation, and meeting packs, • Liaising with product providers and clients with professionalism, • Tracking cases and applications to ensure timely delivery, • Supporting compliance and governance processes Your role will be varied and engaging, requiring a high level of attention to detail and excellent communication skills. Benefits • Salary: £31,000 - £32,000 per annum, • Remote working, • Yearly bonus based on company and personal performance (up to 10%), • BUPA Private Medical Insurance, • Pension Plan (5% ER and minimum 3% EE), • Medicash Health Cash Plan, • Group Income Protection (75% of base salary), • Group Life Assurance (4x base salary), • 28 days holiday (rising to 30 after 2 years service) Plus bank holidays Requirements • Previous experience in an administrative role supporting financial advisors is a must have, • Organisational and communicative skills How to apply Simply click "Apply Now" to submit your CV. The process includes an initial screening call followed by a two-stage interview (first via Teams, second in-person). We aim to make the process smooth and supportive every step of the way. Synonyms IFA admin, associate, administrator, support, service, IFA Administrator, administration

Help people feel confident about one of life’s biggest decisions At Loan.co.uk, we’re fixing a broken borrowing system. We combine cutting-edge technology with human expertise to make mortgages smarter, faster, and more transparent. Our next-gen platform means less paperwork and more people time — so you can focus on what you do best: giving brilliant advice and helping clients feel at ease with one of the biggest financial decisions of their lives. Why join us? 💰 Uncapped earning potential – Salary plus commission, OTE £70k+ 🌴 Time to recharge – 29 days holiday (incl. bank hols), rising with service 💛 Benefits that have your back – BUPA health cover, Perkbox perks, and a company pension 🌍 Remote & trusted – Work from anywhere in the UK with smart tools that cut admin 🚀 Room to grow – Ongoing learning and progression opportunities as we scale What you’ll be doing • Giving expert, whole-of-market mortgage advice in a friendly, human way., • Using our AI-powered platform to cut through the admin and find the right product fast., • Guiding clients through the mortgage process with confidence and care., • Building lasting relationships, offering ongoing support well beyond the first mortgage., • Staying on top of compliance — with our systems and support behind you., • Sharing knowledge, learning continuously, and contributing to team goals., • Collaborating with a driven, supportive team who are passionate about doing finance differently. What we’re looking for • CeMAP qualified with at least 2 years’ experience as a Mortgage Adviser (broker, IFA or estate agency)., • Confident advising across the whole of the market., • Tech-comfortable and excited to use tools that free you from admin., • Thrives in a fast-paced, remote-first environment., • Loves helping people and making their mortgage journey stress-free., • Curious, open, and always looking for ways to improve. What it’s like to work here We’re reshaping what it means to be a mortgage broker. Smarter tools, simpler journeys, and a culture that puts people first. We back each other, celebrate wins, and share the same drive: making finance fairer and better for everyone. If you’re motivated by helping people and want to do your best work without outdated systems slowing you down, you’ll fit right in. Ready to join us? If this sounds like your next step, we’d love to hear from you. You don’t need to tick every single box — if you’ve got the skills, passion, and drive to make a difference, we want to hear from you. We’re proud to be an equal opportunity employer. If you need adjustments at any stage, just let us know — we’ll do everything we can to support you. 👉 Apply now and help us reshape the future of mortgages. Before applying, please read our _. By applying, you agree to the processing of your personal data as outlined in the notice.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ 📍London or Remote UK | 💰£93,500 - £126,500 (based on experience level) + stock options + benefits ⭐Our Legal team We're looking for a Senior Legal Counsel - Employment, Incentives & Pensions to join our team at Monzo and help us build one of the best, most innovative banks in the world. This role will have day-to-day responsibility for advising on employment, incentives and pensions (EIP) related matters in a regulated bank environment. This role will report to Monzo’s Director of Legal - EIP and is part of the Group Centre EIP team in the Legal & Board Governance Collective at Monzo, which supports Monzo Group and its operating entities globally. In this role, you will work at all levels in the organisation and in close partnership with our People, Reward, Risk & Compliance and Finance teams, as well as in collaboration with senior Legal team stakeholders as the business develops into a matrix organisation. You’ll lead on a wide range of EIP related legal matters with opportunities for growth in role as the business scales in the UK and internationally. 🔑You’ll play a key role by... • Providing strategic employment legal advice and commercial solutions on EIP matters impacting the Monzo Group as a whole, as well as its subsidiary legal entities. Work closely and collaboratively with Monzo’s Director of Legal EIP and the other Senior Legal Counsel EIP lawyer, as well as with the broader Group Centre Legal team plus local entity GCs and their teams., • Being a trusted adviser and partner to the People team, including in developing policies, procedures, guidance and templates relevant for a range of EIP legal matters., • Providing EIP advisory legal support to the business as required across the entire employee life cycle - from hiring (including executive service contracts), people processes and departures., • Managing any contentious EIP legal matters in conjunction with external counsel., • Working with Monzo’s Reward team on compensation arrangements and remuneration policies and practices in a bank regulatory compensation framework., • Providing legal support to the corporate and commercial legal functions, including on TUPE., • Supporting international projects and matters in the EU and US as the business continues to scale., • Working proactively and collaboratively with members of the wider Legal, People, Reward, Tax, Risk & Compliance, & Finance Collectives on a variety of EIP related matters., • Developing and implement internal frameworks, processes and procedures to increase the efficiency and scalability of EIP legal advice across the Monzo Group and its subsidiary entities., • Delivering training, share insights from your work, and help educate others on EIP matters., • Managing relationships with our external legal counsel and work with others in the Collective to ensure we are optimising our legal spend on EIP matters and obtaining best value. 🤩 We’d love to hear from you if… • You are an experienced, commercial and pragmatic employment lawyer, with at least 6 years + PQE or equivalent experience., • You have an excellent technical grounding in all aspects of employment law, having spent time in private practice, and ideally time in house at a bank and/or other financial institution., • You have experience advising on employment-related regulatory issues which arise in financial services, such as SMCR and FCA Code of Conduct and wider Remuneration Code matters., • You have experience of advising on incentive structures including share options, plus an awareness of workplace defined contribution pension arrangements., • You are a strategic thinker, a strong communicator and a keen problem solver who can recommend solutions that balance business and risk perspectives., • You are willing to jump in and handle a wide range of EIP related legal issues that may arise even outside your core areas of expertise in an enthusiastic, proactive, and resourceful manner, and can sensibly assess when best to engage external counsel in a cost-effective way., • You are comfortable operating at all levels of the organisation up to the Executive and liaising with a variety of internal and external stakeholders., • You enjoy horizon scanning, proactively assessing risks, and quickly identifying and independently implementing mitigating actions. You are always looking for new ways to improve the efficiency and scalability of legal processes and systems., • You have a dynamic and entrepreneurial approach and are comfortable with the ambiguity of a fast-paced and rapidly-evolving environment., • You’ve an open and curious mind, are passionate about the intersection of banking and technology and are excited to join us for the next stage of our journey at Monzo! Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating an inclusive and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! In-house experience in financial services is preferred, but is not essential for the right candidate. PQE is a guide only. 🌈 The application journey has 3 key steps • Recruiter call (potentially followed by an initial call with Director of Legal - EIP), • First stage 1 hour role specific interview, • Second stage 1 hour behavioural interview Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on _. We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out. Your compensation package: 💰£93,500 - £126,500 base salary ➕ stock options ✅ We can sponsor visas 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London). ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team 📚Learning budget of £1,000 a year for books, training courses and conferences ➕And much more, see our full list of benefits _ #LI-DH1 Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2023 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍 London/Cardiff/UK Remote | 💰c.£190,000-£210,000 + Incentive Awards tied to your performance + | ⭐ Our Legal team and you We're looking for a Group Legal Director of Employment, Incentives & Pensions at Monzo. This role will have day-to-day responsibility for managing all legal matters associated with Monzo's employment, incentives and pensions (‘EIP’) matters in the UK and Europe. Reporting to Monzo's General Counsel for Group Centre and often working directly with Monzo’s Chief Legal & Administrative Officer, you will operate as the most senior legal leader for people, reward and workforce strategy globally. You will be at the intersection of people strategy, regulation, governance and technology, with direct impact on Monzo’s long-term success and operating model. You will work at Executive level in the organisation in close partnership with our Group Chief People Officer, our People team, Monzo's VP of Reward and our Chair of the Remuneration Committee. You’ll lead on a wide range of EIP related legal matters within a bank regulatory compensation framework (including but not limited to CRD V and SMCR). You’ll have a solid grounding in all types of incentive structures including but not limited to share options. This role will be a part of the leadership team for the Legal & Board Governance Collective. 🔑 You’ll play a key role by… • Providing strategic legal advice and commercial solutions on EIP matters impacting the Monzo Group as a whole, as well as its subsidiary legal entities (in the UK and EU)., • Being a trusted adviser and partner to the Group Chief People Officer, the Executive leadership and People team, including in developing policies, procedures, guidance, and templates relevant for a range of EIP legal matters., • Working with Monzo’s VP of Reward, the Reward team and our Chair of the Remuneration Committee on compensation arrangements and remuneration policies and practices with a sound understanding of different reward and compensation structures including share options., • Managing a team of two senior employment lawyers and helping to mentor and support other lawyers across the wider team., • Providing EIP advisory legal support to the business as required across the entire employee life cycle—from hiring (including executive service contracts), people processes, and departures, and managing any contentious EIP legal matters., • Supporting international EIP projects and matters in the EU and other jurisdictions as the business continues to scale, coordinating with in-country General Counsels and their teams., • Working proactively and collaboratively with members of the wider Legal, People, Reward, Tax, Risk & Compliance, & Finance Collectives on a variety of EIP related matters, ensuring coordination across control functions and business teams., • Developing and implementing internal frameworks, processes, and procedures to increase the efficiency and scalability of EIP legal advice across the Monzo Group and its subsidiary entities, including empowering the people and business teams with appropriate guidance and tools., • Delivering training, sharing insights from your work, and helping educate others on EIP matters, providing forward-looking guidance on key legal and regulatory developments, risks, and opportunities., • Managing relationships with our external legal counsel and working with others in the Collective to ensure we are optimising our legal spend on EIP matters and obtaining best value., • Supporting the broader Legal & Board Governance Collective in continuing to build a world-class and scalable, high-performing legal team, including championing technology innovations to streamline workflows and increase scalability (and yes, you get to work with us in developing our Generative AI based solutions!) 🤩 We’d love to hear from you if… • You have significant post-qualification experience in the field of employment law, and preferably also incentives and defined contribution pensions related matters (c.15 Yrs PQE+ as a guide, but not a prerequisite), • You have outstanding technical skills and strong knowledge of employment law, and preferably also incentives and pensions matters having spent time in private practice and ideally time in house. If you have spent time at a bank and/or financial technology company managing EIP matters that is a plus., • You are a strategic thinker, a strong communicator and a keen problem solver who knows how to assess risk and recommend solutions that balance business and risk perspectives, • You are happy handling the widest range of legal issues that may arise even where outside your core areas of expertise, and can sensibly assess when best to engage external counsel in a cost effective way, • You are comfortable operating at all levels of the organisation up to the Executive and Remuneration Committee, but can also roll your sleeves up and get things done, • You're passionate about the intersection of banking and technology and the transformation unfolding in consumer finance and the future world of work practices, and what we are doing here at Monzo excites you! Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating an inclusive and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! In-house experience in financial services is preferred, but is not essential for the right candidate. 🌈 The application journey has 3 key steps • Recruiter call, • Initial call, • Full loop: Technical, Behavioural & Leadership interviews Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on _ 🙌 What’s in it for you 💰circa £190,000-£210,000 salary range + Incentive Awards tied to your performance + Benefits ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team. 📚 Learning budget of £1,000 a year for books, training courses and conferences ➕ And much more, see our full list of benefits _ #LI-DH1 #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. Job Description What will you be doing? We're seeking a talented individual to join our Corporate tax team in Tunbridge Wells, which is responsible for tax compliance and advisory services for a wide range of business clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients and managing more junior members of staff as necessary. You will also provide assistance to Directors/Partners in both client work and in the management of the group and you will actively be involved in and look to seek out working on special assignments and advisory projects where appropriate. As Corporate Tax Manager, your responsibilities will include among others • Manage portfolio of businesses including OMBs, SMEs and larger corporates, • Undertake corporate tax provisioning, compliance, and advisory work for your portfolio, • Ability to get involved in variety of business tax work (e.g. ad-hoc advisory, international tax matters, R&D tax credits, awareness of VAT and employment tax aspects), • Opportunity to assist with transactional and due diligence work, • Give exceptional client service and be responsible for maintaining regular contact with client team, • Liaison with Partners, demonstrating strong management skills, • Appraisals/monitor staff performance, • On the job training for junior staff on a one-to-one basis, • Ensuring S&W procedures are followed taking account of institute and HMRC guidance, where relevant, • Ensuring department KPIs are met around billing and recovery targets, • Reading; internal meetings; internal and external seminars and courses, • Acute awareness of what other parts of the firm can do, to encourage cross-referrals Qualifications and Experience: • Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA), • Significant corporate tax experience gained within the profession and or industry, • Technically capable tax adviser who is able to assist in complex client work, • Demonstrable experience of managing people and clients, • Appetite to develop business development skills to assist with the growth of the business Key Competencies: • Client focus - ability to deliver consistently excellent client service, • Commercial awareness - delivers value to client and team profitability, • Teamwork - organises and supports others, • Good communicator - both written and oral, • Problem solving - positive attitude to solving problems and delivering outcomes, • Enthusiastic and keen business developer As a colleague here at S&W you will have access to benefits that include • Competitive salary, • Private medical insurance, • Life assurance, • Pension contribution, • Hybrid working model (role dependent), • Generous holiday package, • Option to purchase additional holiday, • Shared parental leave, • Fully funded training towards professional qualifications, • Cycle to work scheme, • Season ticket loan, • Eye care support We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Mortgage Broker / Financial Services Advisor Join a thriving team at a market-leading firm! We are seeking a highly motivated and experienced CeMAP-qualified Mortgage Broker / Financial Services Advisor with CAS status and a proven track record to join our dynamic firm, where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). PARTNERSHIP OPPORTUNITIES For ambitious brokers the firms operates a "progression to partnership programme" where you can become a shareholder and executive within the business. WHY JOIN THIS FIRM? • All leads provided at no cost to adviser (60+ per month), • Guaranteed income for training period, • All system provided at no cost to adviser, • Equipment provided by firm, • A "Progression to Partner Programme" for ambitious advisers, • 121 training provided to up skill brokers in the firm’s area of expertise, • Uncapped commission scheme, • Full admin support, • Control your own diary, • DA firm with no network oversight, • Bespoke CRM, • Great team environment, • Work with complex finance cases and add real value to clients, • Hybrid / remote working available ADDITIONAL TRAINING PROVIDED The company will provide additional 121 up skill training focussing on their area of expertise covering specialist finance products and services. EARNINGS: YEAR 1: £65,000 OTE (uncapped commission structure) YEAR 2: £120,000 OTE (uncapped commission structure) LOCATION: Remote / Home Based or Hybrid Successful candidates will need to commit to the first month being fully office based in Exeter, Devon, whilst you are completing the firms internal training program (cost are covered by the firm). Once completed you’ll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in Exeter JOB TYPE: Full-Time, Self-Employed Contract JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Broker / Financial Services Advisor who is CeMap qualified with CAS status and has a proven track record of successfully managing a significant mortgage pipeline and delivering exceptional client service. Working as the Mortgage Broker / Financial Services Advisor you will join a successful, leading and established niche UK firm where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). As the Mortgage Broker / Financial Services Advisor you will be responsible for working with clients to secure finance for their self-build and property development projects. This will involve identifying the most suitable lending options for clients, negotiating terms with lenders, and managing the mortgage application process from start to finish. As a successful candidate you will join a market leading firm that can offer on-going training and development, full admin support and a great team environment. APPLY TODAY If you’re already an adviser who wants to earn more, is obsessed about delivering a great service and is ambitious to grow a business then this firm could be a fit for you. To be considered for this position please send in your CV as soon as possible for our Recruitment Team to review. DUTIES Your duties as a specialist Mortgage Advisor will include: • Become the trusted advisor: Guide clients through the entire financing journey for their unique projects, • Unleash the power of possibility: Identify and present the most innovative and competitive lending solutions tailored to each client's individual needs and circumstances, • Negotiate winning deals: Leverage your expertise to secure the best possible terms and conditions with lenders on behalf of your clients, • Streamline the process: Efficiently manage mortgage applications from start to finish, ensuring a smooth and seamless experience for all parties involved, • Stay ahead of the curve: Continuously enhance your knowledge by staying abreast of the latest industry trends and regulatory changes This is an exciting opportunity for a passionate and ambitious individual to make a real difference to clients. Join the team and build a fulfilling career in specialist finance. CANDIDATE REQUIREMENTS As the Mortgage Broker / Financial ServicesAdvisor you will have the following skills, experience and qualifications: • CAS status, • Full CeMap qualification, • Previous experience as a Mortgage Advisor, • Ability to manage a large mortgage pipeline, • Customer focused, • Ability to manage multiple leads a day, • Ability to plan own time/diary efficiently, • Full UK driving licence HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-C13336 Full-Time, Contract Jobs, Careers and Vacancies. Find a new job and work remotely from home. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ

Are you a seasoned Protection Advisor looking for your next career move on a Self-Employed basis? We are seeking a Protection Advisor to join our client's growing and successful team in the Southend area. This role offers excellent earning potential with referred leads from the Mortgage Team, and provides the opportunity to write 10-15 cases per month on a Self-Employed basis with a strong commission structure The successful Protection Advisor will be offered: • OTE - £80,000 - £110,000, • Commission structure ranging from 35-55%, • Full admin support and leads, • Hybrid working Protection Advisor requirements: • CeMAP or Equivalent qualifications, • Experience in a Protection adviser position, • CAS Status, • Able to build and forge strong relationships., • Strong communication skills., • Provide exceptional client service. Protection Advisor duties will include but will not be limited to: • Writing Protection Business, • Provide the highest level of customer care at all times, • Convert booked appointments into business, • Adhere to sales structure, advice quality and compliance guidance at all times, • Achieve sales targets each month

• OTE - £70,000 - £100,000+ in year 1, • 10+ pre-qualified appointments booked for you weekly, • Generous commission rates - uncapped earning potential Self-Employed Business Protection Adviser OTE - £70,000 - £100,000+ in year 1 ?? Specialising in Relevant Life Insurance & Executive Income Protection ?? UK-based | Remote/Hybrid/Office | 10+ Booked Appointments Per Week ?? Generous Commission Structure | High-Quality Leads Provided Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection for directors and SMEs across the UK. ?? What’s on Offer • 10+ pre-qualified appointments booked for you weekly – no cold calling, • Generous commission rates – uncapped earning potential, • Remote/Hybrid/Office working options – manage your own time, your way, • Admin and compliance support so you can focus on advising, • Access to market-leading providers and a comprehensive panel, • Opportunity to build your own client base with recurring income ?? Your Role You’ll be speaking directly with business owners, directors, and key decision-makers, providing tailored advice on: • Relevant Life Insurance – a tax-efficient solution for director and employee life cover, • Executive Income Protection – protecting income for company directors and key staff, • Additional protection options based on client needs With a steady flow of warm leads and booked appointments, you’ll have the tools and support to hit the ground running and focus purely on giving great advice. ? What You’ll Bring • Experience in protection advice – ideally in the business protection market, • Understanding of Relevant Life Plans and Executive Income Protection, • A consultative, client-first approach, • Ability to work independently and manage your pipeline, • FCA-authorised (or able to become authorised) ?? Why Join? This is a unique opportunity for advisers who want to work smarter, not harder. We take care of the lead generation, marketing, and admin – you focus on giving great advice and growing your income. Ready to elevate your protection career and earn what you’re really worth? How to Apply: Click APPLY NOW or feel free to call Kev on 0/7/8/8/4 4/6/2/6/9/5 for a confidential chat about this role and your career options. Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role. Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. Business Tax We provide a wide range of tax and consulting services to a broad range of companies, from housing associations to owner managed businesses. Through establishing close relationships with our clients, we ensure that we are able to deliver the most comprehensive business tax advice, and also ensure we are aware of the key opportunities and risks faced by our clients. Purpose of Role: To manage your own portfolio of clients, working with Partners/Directors or alone on complicated consultancy and advisory projects. A significant part of the role will be business development of existing and new clients as well as potentially developing a specialist field of technical and/or sector knowledge and expertise. Key responsibilities: Client work • Act as trusted adviser and engage with clients on wider commercial and strategic issues, • Manage portfolio of complex advisory and compliance cases, • Give exceptional client service, taking the lead in managing and developing client relationships, • Technically strong, • Identifying opportunities on client portfolio Staff management and development • Liaison with Partners, • Appraisals/monitor staff performance, acting as formal ADR managers for some staff, • On the job training for junior staff on a one-to-one basis, • Dealing with staff questions, • Work collaboratively with peers in team and across firm to ensure joined up approach Practice development • Involved in business development activities/profile raising locally, • Actively use network of established relationships to drive new business opportunities and cross referral of services, • Able to take advantage of marketing/PR opportunities, • Compliance, • Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant Personal development (technical & other) • Internal and external seminars and courses, • Reading, • Internal meetings Education/Qualifications: • Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA) Key Experience/Skills: • Significant corporate tax experience gained within the profession and/or industry, • Technically capable tax adviser who is able to manage complex client work, • Demonstrable experience of managing people and clients, • Existing business development skills and appetite to grow business, • Project management experience, • Experience of dealing with senior stakeholders both internally and externally As a colleague here at S&W you will have access to benefits that include Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

SenseOn is looking for a Forward Deployed Engineer to sit at the intersection of security engineering, software development, and customer success. This is one of the broadest and most impactful technical roles in the business, you will be the person who makes SenseOn work, in the real world, for real customers. As a Forward Deployed Engineer, you will embed directly with customers to deploy and configure the SenseOn platform, develop custom integrations, and ensure that every customer derives measurable security value as quickly as possible. You will own the technical outcome, supporting technical sales and working on technical delivery to enable SenseOn to be effective. This is not a pre-sales or demo role. You support both new business engagements and existing customer renewals, providing the technical depth to prove and quantify the value SenseOn delivers and ensuring that as deployments grow more complex with expanded log ingestion, customers always feel in safe hands. You will report to the VP of Technology and work closely with the Security Operations, Customer Success, Sales Engineering, and Product teams. Location: UK Travel: Approx 25% to customer sites Experience: 3 to 6 years+ The Role in Detail You will own the full technical lifecycle of a customer deployment, from initial architecture review through to live production, ongoing integration development, and long-term platform health. You will build cloud integrations. You will write and tune detection rules in SIEMs. You will debug customer environments. And you will ensure that every customer you touch becomes a SenseOn advocate. Your impact does not stop at deployment. As SenseOn’s log ingestion capability grows and deployments become more complex and wide ranging, you will work with the Customer Success team to build the technical business cases that win renewals and drive expansion bringing the same engineering rigour to proving value as you do to deploying it. • Lead end-to-end SenseOn platform deployments and complex log ingestion rollouts without customer disruption., • Conduct architectural reviews to define deployment strategies and identify integration opportunities., • Own the post-sale technical relationship into steady-state operations, delivering against technical success criteria tied to quantifiable security outcomes., • Travel to UK and international customer sites approximately 25% of the time., • Provide the technical evidence base and build business cases for renewals and expansions, translating platform telemetry and incident response data into clear customer outcomes., • Proactively health-check environments, close technical gaps, and resolve visibility issues ahead of renewal conversations., • Collaborate with Sales Engineering to ensure continuity from pre-sale technical validation through to post-sale deployment., • Write production-quality software to build and maintain integrations across third-party security tools, SIEMs, identity platforms, and AWS, Azure, and GCP environments., • Contribute reusable connectors to the SenseOn integration library and create custom automation to optimise security operations workflows., • Work confidently across backend languages (Python preferred; Go, JavaScript, and Bash valued) utilising RESTful APIs, webhooks, and data pipeline patterns., • Write, tune, and maintain high-fidelity, low-noise SIEM detection rules by translating threat intelligence and attacker behaviour., • Map coverage to the MITRE ATT&CK framework to address visibility gaps, and develop new detection logic with Security Operations., • Iterate on rules post-deployment to reduce false positives, and provide expert guidance to customers regarding their detection strategy and risk posture., • Develop deep relationships with customer security leadership, acting as a trusted adviser across their security architecture., • Proactively mitigate adoption risks, resolve deployment blockers, and conduct structured onboarding from platform fundamentals to advanced threat hunting., • Monitor deployed environment health, address technical drift, and translate field experience into actionable product feedback internally., • Partner with Sales Engineering on Proof of Value (POV) engagements, providing technical credibility to differentiate SenseOn., • Contribute to bespoke technical demonstrations, architecture proposals, and solution designs for complex prospects transitioning from legacy platforms or traditional SIEM solutions., • Act as a direct conduit between the field and product teams, raising well-evidenced bugs, feature requests, and detection improvements., • Participate in User Acceptance Testing (UAT) for new platform releases to provide field-informed quality assurance., • Identify cross-environment patterns to highlight new detection opportunities or platform capability gaps for the analytics backlog. Essential • 3–6 years of experience in a technical cybersecurity role, ideally spanning Security Operations and an engineering or customer facing function., • Demonstrable software development capability, you must be able to write, review, and deploy code in a production context. Python is strongly preferred., • Proven ability to write and tune detection rules in one or more SIEM platforms (e.g. Splunk, Microsoft Sentinel, Elastic, QRadar). You are comfortable translating threat scenarios into detection logic and iterating on rule quality based on operational feedback., • Hands-on experience building and troubleshooting integrations with cloud platforms (AWS, Azure, or GCP), REST APIs, and common security tooling including SIEMs, EDRs, XDRs, and NDRs., • Strong understanding of networking fundamentals, operating systems (Windows and Linux), and identity and access management concepts., • Experience deploying or operating software in containerised environments (Docker, Kubernetes)., • Excellent written and verbal communication skills, with the ability to engage credibly with both technical engineers and non-technical stakeholders up to C-level., • Based in the United Kingdom with the right to work in the UK. Highly Desirable • Prior experience in a Forward Deployed Engineer, Customer Success Engineer, or Technical Account Manager role at a security or SaaS company., • Experience supporting customer renewal engagements from a technical perspective — building business cases, evidencing value, and closing coverage gaps ahead of renewal conversations., • Familiarity with log ingestion at scale, including the operational and architectural challenges of onboarding diverse log sources across complex enterprise environments., • Experience with CI/CD pipelines, Infrastructure-as-Code (Terraform, Ansible), and modern DevSecOps practices., • Exposure to machine learning or AI-driven security analytics platforms., • Relevant industry certifications such as CISSP, AWS Solutions Architect, GCIH, or equivalent., • Experience supporting or replacing incumbent security platforms (e.g. Darktrace, CrowdStrike, Splunk) within enterprise customer transitions. Within your first 90 days, you will have completed at least one end-to-end customer deployment, established yourself as the technical lead for a portfolio of accounts, and shipped at least one integration adopted by a customer in production. Within 6 months, you will be leading complex multi-environment deployments independently, supporting renewal engagements with clear technical business cases, and have contributed meaningful detection rules and integrations to SenseOn’s shared library. Within 12 months, you will be shaping how SenseOn approaches deployment and customer value quantification at scale, informing product roadmap decisions, mentoring more junior team members, and owning the technical success of some of SenseOn’s most strategic accounts. What We Offer • Competitive salary commensurate with experience, • Unlimited holiday allowance, • Hybrid working model with flexibility around customer commitments, • Bi-annual career progression review, • Personal learning and development budget, • MacBook and all necessary tooling provided, • Enhanced pension scheme, • Private healthcare through Vitality, with rewards and discounts Belong at SenseOn At SenseOn, we define Talent as employees who are customer obsessed and pursuing excellence. They are courageous, good people, doing good things, powering our mission. If this resonates with you, then you will always belong. Nothing else matters. We are an Equal Opportunity Employer and do not discriminate against any qualified employee or applicant. Difference is what makes us stronger.

Independent Financial Adviser (IFA) – Remote, Hybrid or Office-Based Build a Better Future – Flexible, Fully Supported Financial Adviser Role with Lead Generation Included A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work. Location: Leamington Spa & West Midlands Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support Sector: Financial Services | Wealth Management | Financial Advice As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly. Why This Role Stands Out: • Remote Financial Adviser role with flexible office access if preferred, • High-quality leads provided – warm leads through digital marketing and referrals, • Full paraplanning and administrative support – spend more time advising, less time on admin, • Technology-driven advice process – using XPlan CRM and Microsoft Teams, • Ongoing CPD and compliance support – stay ahead with professional development, • Marketing support – including branded digital assets and consultative planning Key Responsibilities: • Deliver regulated financial advice across pensions, investments, protection, and retirement planning, • Work with a mixed client bank and actively grow your client portfolio through warm leads and networking, • Build long-term client relationships using a structured Six-Stage Advice Process, • Conduct remote or face-to-face financial planning meetings with individual and corporate clients, • Stay informed on financial legislation, market trends, and tax planning opportunities, • Create tailored financial reports with assistance from the in-house paraplanning team, • Comply with FCA regulations and maintain accurate client and performance records What You’ll Need: • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), • FCA-authorised and approved as a CF30 adviser (or eligible), • A client-centric approach with strong interpersonal and presentation skills, • Experience as a Financial Adviser or Wealth Manager in a regulated environment, • Confident using virtual platforms (e.g. Microsoft Teams) and CRM systems like XPlan, • Self-motivated, organised, and driven to develop your client bank This Role Suits: • An experienced IFA looking to reduce admin and focus on client outcomes, • A self-employed Financial Adviser seeking better support and lead flow, • A Financial Planner who values autonomy with professional infrastructure, • A relationship-led adviser aiming to grow a wealth management client base Ready to take your Financial Planning career to the next level – with the freedom and support to match? Apply now and start building your future with a firm that truly backs its Advisers.