Adviser jobs in St AlbansCreate job alerts

\n Now Hiring:\n\n\n The Diocese of St Albans is seeking a Property and Trusts Advisor to join its Property Team, taking responsibility for legal, property and trust matters across the Diocese's portfolio, including property transactions, trusts management and the provision of expert advice to clergy, trustees and professional advisers.\n\n\n \n\n\n As the successful candidate you will be a qualified property professiona...\n\n\n \n\n\n \n\n \n ZIPC1_UKTJ

Previous experience as a Mortgage Adviser or Mortgage Broker is essential. This gives advisers the opportunity to work across a diverse client base and develop their expertise beyond standard residential mortgages. Ongoing coaching, product training, lender updates and access to experienced advisers

A rare and highly attractive opportunity has arisen with a well-established and highly regarded wealth management firm in St Albans. This boutique practice is seeking a Chartered Financial Adviser to join their collaborative, close-knit team and take over a fully established client portfolio as part of a carefully managed succession plan. \n With a senior adviser relocating to Australia later this year, you will benefit from a structured and extended handover, giving you the time and support needed to build meaningful relationships and ensure a seamless transition for clients. \n \n The Opportunity \n This is not a “build-your-own-book” role. You will inherit and manage a portfolio of approximately 60 high-quality clients, allowing you to focus on delivering exceptional advice rather than business development. \n You’ll be supported by an experienced in-house team of Paraplanners and Financial Administrators, enabling you to concentrate on client strategy, relationship management, and holistic financial planning. \n \n Investment Approach \n The firm prides itself on a disciplined, evidence-based investment philosophy, partnering with Dimensional Fund Advisors. The focus is firmly on long-term planning and client outcomes, rather than short-term market timing or active fund selection. \n \n Client Profile \n You will work with an established and loyal client base: \n\n • Typical AUM: £250,000 – £3 million\n, • Clients value long-term relationships and ongoing advice\n, • Strong emphasis on trust, continuity, and personalised planning\n\n \n Working Environment \n\n • St Albans-based office with a supportive team culture\n, • Hybrid working available (0–3 days in the office once established)\n, • A genuinely collaborative environment with a strong emphasis on quality over quantity\n\n \n Package \n\n • £70,000 basic salary\n, • Discretionary bonus (typically 5–8%)\n, • Long-term stability within a respected and growing firm\n\n \n What We’re Looking For \n\n • Chartered Financial Planner (CII)\n, • Strong technical financial planning expertise\n, • Proven ability to build and maintain trusted client relationships\n, • A collaborative mindset, with the confidence to work independently\n\n \n Why This Role Stands Out \n Opportunities to inherit a well-maintained client bank with a structured handover are extremely rare. This role is ideal for an adviser who values: \n\n • Long-term client relationships\n, • High-quality, ethical financial planning\n, • Being part of a supportive and professional team\n\n \n Please contact Sam at Financial Divisions for more information for this role, thank you.

Some advisers need an administrator. \n Others need someone who really knows how to keep everything moving. \n This is the second one. \n The role \n You’ll work predominantly on a 1:1 basis with a Financial Planner, taking ownership of the administration around their clients, cases, reviews and applications. \n So this isn’t a role where you’ll sit in a large support team picking jobs from a queue. You’ll know your adviser, know their clients and know exactly where everything is up to. \n The business itself has grown significantly following an acquisition last year, bringing across a substantial number of new clients and advisers. They now need an experienced administrator who can bring organisation, structure and consistency to one of those adviser relationships. \n You’ll be arranging client reviews, preparing valuations and review packs, obtaining illustrations, submitting applications, chasing providers, updating the back-office system and generally making sure nothing gets forgotten or delayed. \n You’ll also have plenty of direct contact with clients and providers, so you’ll need to be confident, organised and comfortable taking responsibility rather than waiting to be told what to do next. \n The package \n Salary is up to £40,000 depending on experience. \n The role is ideally office-based because of the close working relationship with the adviser, although they will consider some hybrid working for the right person. \n You’ll be joining a growing financial planning business where experienced support staff are genuinely valued and where you’ll have real ownership of the adviser relationship rather than being one small cog in a huge support function. \n Here’s what you’ll need \n You’ll need at least two years’ experience in an IFA or financial planning business, with a good understanding of pensions, investments and protection. \n Just as importantly you’ll be organised, confident dealing with clients and providers, and comfortable taking ownership of your workload. \n -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- \n If you’re an experienced IFA Administrator who likes proper ownership of your work, this should be worth a conversation. \n If you don’t have an up-to-date CV, don’t worry. Send us what you have and we can come to the CV later. \n Everyone will receive a response.

Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business. \n Due to further expansion, our client is looking to recruit an experienced Paraplanner to join their team in St Albans. \n Role \n\n • The paraplanning team is made up of paraplanners, administrators, and financial associates who work collaboratively to support the delivery of high-quality financial advice.\n, • Some team members operate within dedicated pods (smaller adviser aligned teams), while others work within a centralised structure to support activity across the business.\n, • As a Paraplanner, you will play a key role in supporting Financial Advisers by providing technical expertise, conducting research, and preparing client recommendations.\n, • You will be aligned with specific advisers, although this may change in line with business needs.\n, • The role requires strong technical knowledge, attention to detail, and the ability to manage multiple cases efficiently.\n, • Full time, office based.\n\n Responsibilities \n Paraplanning \n\n • Liaise closely with advisers, including participating in regular case update meetings.\n, • Provide technical support to advisers and colleagues, including assistance with calculations and complex queries.\n, • Conduct research and analysis to support new business recommendations.\n, • Prepare and draft suitability reports for adviser review and sign-off.\n, • Build and maintain cashflow models to support client advice and meeting preparation.\n, • Attend client meetings where required to support advisers and document outcomes.\n\n Client & Case Management \n\n • Manage client requests such as withdrawals, contributions, and policy amendments.\n, • Communicate with clients via phone, email, and written correspondence to resolve queries.\n, • Produce client-facing documentation including one page summaries and supporting materials.\n, • Prepare and pre-populate review documentation and forms for client meetings.\n\n Administration & Compliance \n\n • Maintain accurate client records and ensure fact-finds and compliance documentation are up to date.\n, • Use CRM workflows to track and manage new business cases and ongoing tasks\n, • Process and submit relevant paperwork efficiently and accurately\n, • Support the wider team with administrative tasks when required\n\n Candidate \n\n • Level 4 Diploma in Regulated Financial Planning (essential).\n, • Demonstrable paraplanning experience within a financial planning environment.\n, • Strong technical knowledge of financial planning products, investments, pensions, and protection.\n, • Excellent written and verbal communication skills.\n, • Strong organisational skills with the ability to manage multiple cases and deadlines.\n, • High level of accuracy and attention to detail.\n, • Professional, trustworthy, and able to handle confidential information with discretion.\n, • Reliable and accountable with a proactive approach to work.\n, • Collaborative team player who supports colleagues and contributes to team success.\n, • Committed to delivering high standards of client service.\n\n Package \n\n • Attractive basic salary (dependent on experience).\n, • Attractive benefits.\n\n

PRIVATE CLIENT SOLICITOR (PARTNER), 8+ PQE, HERTFORDSHIRE, £120,000+ DOE – An exceptional opportunity to join a highly regarded Private Client team within a forward-thinking firm, advising high-net-worth individuals and families on complex trusts, tax, and estate planning matters. With an established client base, genuine autonomy, and the opportunity to shape the future growth of the department, this is an exciting opportunity for an experienced Private Client Solicitor looking to make a significant impact at Partner level – JOB REF: 215305564 \n JOB TITLE: Private Client Solicitor (Partner) PQE: 8+ LOCATION: Hertfordshire SALARY: £120,000+ (DOE) \n THE ROLE: \n You will advise high-net-worth individuals and families on sophisticated, tax-efficient estate planning and succession matters, helping clients protect their wealth and plan for the future. Your work will include complex trusts, lifetime trust structures, deeds of variation, declarations of trust, professional trustee matters and the tax implications of estates, including inheritance tax and capital gains tax. \n Offering significant autonomy and client contact, you will become a trusted adviser on complex and sensitive matters while also contributing to the growth of this highly successful Private Client practice through relationship management, business development, and new client opportunities. \n THE CANDIDATE: \n Applications are welcomed from experienced Private Client Solicitors with strong expertise in trusts, tax and estate planning, and the confidence to advise high-net-worth clients on complex matters. STEP qualification is advantageous, alongside a strong understanding of the tax implications of trusts and estate planning. Excellent client management, drafting, and communication skills are essential, together with a commercially aware approach and the ability to build lasting relationships with clients, referrers, and other third party professional advisers. \n THE FIRM: \n Join a progressive, Legal 500-recognised firm where people, relationships and long-term success are at the heart of its approach. The established Private Client team is a key area of strategic growth, offering experienced lawyers the autonomy to make a visible impact alongside the support and platform to develop their practice. With a collaborative and inclusive culture, the firm is committed to achieving strong commercial results while delivering positive outcomes for its clients, people, and wider community. \n THE PACKAGE: \n A competitive salary and benefits package, alongside genuine autonomy, flexible working, and high-quality Private Client work. This is an opportunity to play a key role in shaping the continued growth and direction of the department while developing your own practice. \n HOW TO APPLY: \n To find out more about this role, please contact Gemma Jones at eNL for a confidential discussion on or email with your CV. \n eNL will never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications within 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide. At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity, or any characteristics protected by law in the jurisdictions in which we operate.

Financial Adviser – Manage Existing client Base \n Offices Close to Hatfield | £75,000 Basic (London Weighting) + Bonus | Hybrid Flexible Working options \n A growing and ambitious wealth management firm with offices near Hatfield is looking to appoint an experienced Financial Adviser to join their expanding team. \n This is an excellent opportunity for a motivated adviser who enjoys building relationships and developing a strong client bank. The successful candidate will benefit from immediate access to clients, strong internal referrals, and a structured marketing strategy designed to help advisers grow their business. \n The Opportunity \n You will be joining a firm with a growing client base and strong referral opportunities through an established network. From day one, you will inherit clients and will have the opportunity to develop relationships with the wider client base of the business. \n The firm actively supports advisers in growing their client bank through structured marketing campaigns, seminars and client engagement events, managed internally by the leadership team. \n You will also benefit from full paraplanning and administrative support, allowing you to focus on client relationships and advice delivery. \n Key Responsibilities \n\n • Providing holistic financial planning advice to HNW and mass affluent clients.\n, • Managing an initial £10m portfolio while actively growing assets under management.\n, • Building strong relationships with clients and partners within the associated accountancy firm to generate referrals and new opportunities.\n, • Attending client meetings, networking events and seminars to build and maintain relationships.\n, • Delivering advice across key planning areas including investments, pensions, retirement planning and protection.\n, • Working closely with the internal paraplanning and administration team to deliver a high-quality client experience.\n, • Spending the majority of time meeting clients face-to-face and developing relationships, rather than being office-bound.\n\n Candidate Profile \n\n • Level 4 Diploma qualified (minimum) through the Chartered Insurance Institute or equivalent.\n, • Working towards Chartered status would be advantageous (study support available).\n, • Strong technical knowledge of financial planning and wealth management.\n, • Proven ability to build relationships and develop client trust, particularly with HNW individuals and professional introducers.\n, • Confident and credible when working with Partners within an accountancy firm environment.\n, • Highly motivated with a strong appetite to grow a client bank and maximise earning potential.\n\n Package \n\n • Basic Salary: up to £75,000 (London weighting)\n, • Validation: 3x – 3.5x validation target\n, • Bonus: 30% – 40% on all fee income generated\n, • Initial AUM: £10m provided from day one\n, • Full Paraplanning and Administrative Support\n, • Structured marketing and seminar programme to generate client engagement\n, • Benefits package: Full details to be confirmed\n\n

Benefits: \n\n • £100 per month flexible employee benefit allowance\n, • £200,000 life cover\n, • Medicash Level 2 cash plan\n, • 28 days holiday including Bank Holidays\n, • Excellent long-term career progression opportunities\n, • Supportive and professional working environment\n\n Location: St Albans \n Salary: \n £40,000 – £60,000 (Depending on experience) \n Benefits: \n\n • £100 per month flexible employee benefit allowance\n, • £200,000 life cover\n, • Medicash Level 2 cash plan\n, • 28 days holiday including Bank Holidays\n, • Excellent long-term career progression opportunities\n, • Supportive and professional working environment\n\n About the Company: \n Our client is a highly respected and well-established Independent Financial Adviser (IFA) firm with an excellent reputation for delivering bespoke wealth planning solutions to private clients. Due to continued growth, they are now seeking an experienced and technically strong Senior Paraplanner to join their professional team in St Albans. \n This is an excellent opportunity for a career-driven paraplanner looking to take on a senior role with leadership responsibility within a progressive and client-focused financial planning practice. \n The Role: \n The successful candidate will be a highly experienced and technically proficient Paraplanner who can confidently support advisers with complex financial planning cases while also helping to oversee and guide the wider support team, currently consisting of another paraplanner and an administrator. \n This role would suit an organised and proactive individual who takes pride in delivering high-quality work, maintaining excellent compliance standards, and contributing positively to team development and operational efficiency. \n Key Responsibilities: \n\n • Preparing high-quality suitability reports and recommendation letters across pensions, investments, protection, and retirement planning\n, • Conducting detailed technical research and analysis to support financial planning recommendations\n, • Assisting advisers with complex cases and client planning strategies\n, • Attending client meetings where required\n, • Managing and reviewing asset allocation and model portfolio recommendations\n, • Ensuring all client files and recommendations meet FCA compliance standards\n, • Conducting provider, platform, and product due diligence\n, • Supporting the submission and processing of new business through to completion\n, • Acting as a senior technical point of contact within the team\n, • Helping to lead, mentor, and support the paraplanning and administration team\n, • Maintaining accurate records, research, and audit trails\n, • Managing workflow effectively and ensuring deadlines are met\n, • Liaising professionally with clients, providers, and third parties\n, • Assisting with the ongoing improvement of internal systems and processes\n, • Managing back-office systems and investment platforms efficiently\n, • Preparing review packs and supporting advisers ahead of client meetings\n\n Requirements: \n\n • Significant experience working as a Paraplanner within an IFA or wealth management firm\n, • Strong technical knowledge across pensions, investments, tax planning, and protection\n, • Experience writing complex suitability reports\n, • Ability to work independently and manage competing priorities effectively\n, • Previous experience supporting or mentoring junior team members would be advantageous\n, • Excellent organisational and communication skills\n, • Professional and proactive approach to work\n, • Strong IT skills including Microsoft Outlook, Word, Excel, and PowerPoint\n, • Financial Planning qualifications preferred, ideally Level 4 Diploma qualified or working towards Chartered status\n\n How to Apply: \n Apply today to be considered for this excellent Senior Paraplanner opportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. \n We will also take the time to understand your individual skills, experience, and career goals to identify any other suitable opportunities within the financial services sector.

Vacancy: HR Business Partner \n Hertfordshire| 30 hours per week | 9 Month FTC \n Our client – based in the Hertfordshire– are currently looking for a HR Business Partner to join their central HR function on 9 month fixed term contract on a part-time basis. The role is 30 hours per week, and the hiring manager is flexible how these hours are worked per week! \n\n • Start date: Dependent on notice period, ideally October 2026\n, • Salary: £54,000 per annum (FTE)\n\n Duties will include (but not limited to): \n\n • Provide strategic and operational HR Business Partner support across a broad generalist remit, advising managers and senior leaders on a wide range of people-related matters\n, • Support organisational change and workforce planning, advising on HR implications, workforce requirements, organisational structures, employee engagement and potential employee relations risks\n, • Coach and influence managers to strengthen their people management and leadership skills, providing guidance on performance, conduct, absence and employee development, while constructively challenging inappropriate behaviours and decisions\n, • Provide expert advice on complex employee relations matters, including disciplinary, grievance, capability, performance and absence cases, ensuring fair, consistent and legally compliant outcomes\n, • Build strong relationships with managers and senior stakeholders, acting as a trusted HR adviser and providing proactive, commercially focused advice aligned with organisational strategy\n, • Support he implementation of HR initiatives, policies and organisational programmes, contributing to employee engagement, organisational effectiveness and improved people management practices\n\n Experience required: \n\n • CIPD Level 3 qualification as a minimum - Essential\n, • Background working in in the public sector - Essential\n, • Experience working with trade union – Essential\n, • Knowledge of the iTrent system - Desirable\n\n Rewards andBenefits: \n\n • Leave & Flexibility: 25–35 days annual leave, plus bank holidays and extra university closure days over Christmas. Hybrid working and job share options are available.\n, • Health & Wellbeing: A 24/7 confidential employee assistance programme supports mental, financial, and emotional health.\n, • Pension & Finance: Contributory pension schemes are provided.\n, • Professional Development: Access to hundreds of workshops, with up to five days of study leave per year.\n, • Campus Facilities & Discounts: Access to Hertfordshire Sports Village with discounted memberships, onsite childcare, and discounted hairdressing/beauty treatments.\n, • Family-Friendly Policies: Enhanced maternity, paternity, and adoption pay are available.\n, • Additional Perks: Long service awards, free parking, and free entry to campus events\n, • Any many more!\n\n Working hours \n\n • 30.00 hours per week (flexible working)\n, • Monday - Friday\n, • Hybrid working: Please note you will be required to be on site 1-2 days per week\n\n Please note that you require recent experience to apply for this role. \n James Andrews is acting as an employment agency and business in relation to this role. \n At James Andrews Recruitment Solutions we try to respond to all applications personally, however, due to the high volume of applications this is not always possible. If you have not heard back from us within 72 hours, please assume that your application has been unsuccessful on this occasion. \n Don’t forget our recommendation scheme: Recommend a friend or colleague to us and receive up to £100 each once they have completed 20 days in a role via James Andrews! *Terms and conditions apply, contact us for details \n

Trainee Health and Safety Officer – No Experience Needed Future-proof your career in Health and Safety – starting today. Looking for a career change? Currently employed but want something better? Or maybe you are between jobs and ready for a fresh start? ITOL Recruit’s Health and Safety Traineeship is designed to get you into a critical industry with zero experience required. Train online at your own pace and land your first health and safety role in 1-3 months. Please note this is a training course and fees apply Job guaranteed - complete the programme and get a job or get your money back. Our candidates earn £30,000-£45,000. Why Health and Safety Every workplace in the UK has a legal duty to protect its employees, which is why health and safety professionals are in constant demand. From construction and logistics to healthcare and corporate offices, skilled specialists are essential to reducing risks, ensuring compliance, and safeguarding staff. This demand translates into competitive salaries, career progression, and long-term job security. How It Works Step 1 – IOSH Managing Safely Begin with IOSH Managing Safely, an internationally recognised course designed for managers and supervisors. You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General Certificate Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems. It’s one of the most widely recognised certifications across industries and opens the door to mid-level health and safety roles. Step 3 – Risk Assessments Next, you’ll complete a series of workplace-standard risk assessments. This step focuses on the practical application of everything you’ve learned, ensuring you can identify hazards, evaluate risks, and recommend control measures. Step 4 – Job Placement Once qualified, our recruitment team works with you directly to prepare applications, set up interviews, and secure your first role in health and safety. What You Get 100% online, self-paced training NEBOSH & IOSH certifications included 1-to-1 tutor and recruitment support Job guarantee – get a job or your money back * Starting salary of £30,000–£45,000 We Get You Hired We're not new to this. ITOL Recruit has 15+ years of experience and has placed over 5,000 people into new roles. Our job programmes include certified tutors, UK-accredited qualifications, and one-on-one support from a recruitment adviser focused on placing you. 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. "Eight weeks from complete beginner to Health and Safety Officer. The training was thorough and the job support was exceptional." – Chris M., now working as a Health and Safety Officer in Manchester Ready to Start? If you're detail-oriented, care about people's wellbeing, and want a career that makes a difference, we'll help you turn that into a role you can be proud of. Apply now, and one of our expert Career Advisors will be in touch within 4 working hours to guide you through your next steps

Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business. Due to further expansion, our client is looking to recruit an experienced Paraplanner to join their team in St Albans. Role The paraplanning team is made up of paraplanners, administrators, and financial associates who work collaboratively to support the delivery of high-quality financial advice. Some team members operate within dedicated pods (smaller adviser aligned teams), while others work within a centralised structure to support activity across the business. As a Paraplanner, you will play a key role in supporting Financial Advisers by providing technical expertise, conducting research, and preparing client recommendations. You will be aligned with specific advisers, although this may change in line with business needs. The role requires strong technical knowledge, attention to detail, and the ability to manage multiple cases efficiently. Full time, office based. Responsibilities Paraplanning Liaise closely with advisers, including participating in regular case update meetings. Provide technical support to advisers and colleagues, including assistance with calculations and complex queries. Conduct research and analysis to support new business recommendations. Prepare and draft suitability reports for adviser review and sign-off. Attend client meetings where required to support advisers and document outcomes. Client & Case Management Manage client requests such as withdrawals, contributions, and policy amendments. Produce client-facing documentation including one page summaries and supporting materials. Prepare and pre-populate review documentation and forms for client meetings. Administration & Compliance Maintain accurate client records and ensure fact-finds and compliance documentation are up to date. Use CRM workflows to track and manage new business cases and ongoing tasks Process and submit relevant paperwork efficiently and accurately Candidate Level 4 Diploma in Regulated Financial Planning (essential). Demonstrable paraplanning experience within a financial planning environment. Strong technical knowledge of financial planning products, investments, pensions, and protection. Excellent written and verbal communication skills. Strong organisational skills with the ability to manage multiple cases and deadlines. High level of accuracy and attention to detail. Professional, trustworthy, and able to handle confidential information with discretion. Reliable and accountable with a proactive approach to work. Collaborative team player who supports colleagues and contributes to team success. Committed to delivering high standards of client service. Package Attractive basic salary (dependent on experience). * Attractive benefits

Aveni is redefining how financial institutions use AI. We build production-ready agentic systems that reshape how banks, advisers, and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. Recognized as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025, we are backed by leading investors and supported by major financial institutions as we scale rapidly amid accelerating AI adoption in financial services. Our platform enables some of the UK’s largest financial institutions to deploy AI safely in FCA-regulated environments, powering everything from compliance monitoring to AI-driven adviser guidance. We are seeking a Product Manager – Assurance to play a central role in Aveni’s Assurance portfolio: products that help financial services firms govern, test, and assure AI agents and human interactions across the customer journey. This role is primarily focused on Agent Approve, Aveni’s pre-deployment simulation and testing product, with additional responsibility for Detect, our post-interaction compliance assessment product. Agent Approve is a growth-stage product operating in a dynamic regulatory environment. You will own the product from discovery through commercial readiness, helping define Aveni’s position in an emerging market. This is a hands-on, high-ownership product role. You will collaborate closely with the Head of Assurance Products on strategy and roadmap direction while independently driving discovery, prioritisation, delivery, and go-to-market readiness. You will work with engineering, design, customer success, marketing, and commercial teams to turn complex customer and regulatory problems into clear, valuable, and shippable product outcomes. You are well suited to this role if you enjoy operating in ambiguity, can bring structure to complex problem spaces, and possess the judgement to prioritize effectively, distinguishing what matters, what can wait, and what needs validation before building. Own the Agent Approve and Detect product roadmaps from problem discovery and opportunity sizing through prioritisation, delivery, and launch readiness. Lead continuous discovery with customers, prospects, and internal stakeholders, developing an evidence-based view of market direction and urgent problem areas. Translate ideas and customer problems into low- and high-fidelity prototypes to validate assumptions early, reduce delivery risk, and accelerate decision-making. Collaborate closely with engineering and design to convert strategy into executable delivery plans, maintain a prioritized backlog, and support squads through delivery. Build strong relationships across engineering, commercial, customer success, and marketing, serving as a trusted voice on what we are building, why it matters, and how it supports Aveni's Assurance portfolio. Stay current with industry trends, regulatory developments, and competitor activity in financial services compliance, QA technology, and AI assurance, ensuring product decisions are grounded in market context. Use data and metrics to inform prioritization, define product KPIs, and measure the success of features and capabilities. Proven experience as a Product Manager in a B2B SaaS environment, ideally owning a roadmap from discovery to delivery. Domain expertise in financial services, compliance, risk, or regulatory technology, and experience leading stakeholder discovery and translating insights into product strategy. Strong product judgement, clear communication skills, and confidence in shaping problem spaces, defining direction, defending prioritization decisions, and explaining trade-offs to diverse audiences. Analytical rigor, comfort using data to guide decisions, and ability to build trusted relationships with engineers, designers, and senior commercial stakeholders. Self-directed, proactive individuals comfortable in early-stage or ambiguous product environments where the path is not fully defined. Experience with AI-powered products, analytics, or model-driven tooling; familiarity with FCA regulatory frameworks, Consumer Duty, or conduct risk. Exposure to pre-deployment testing, quality assurance, or compliance workflows. Experience writing compelling product narratives for commercial or go-to-market purposes, especially relevant for the growth-stage nature of Agent Approve. You will work on complex and meaningful challenges at the intersection of AI, regulation, and financial services. You will help shape a product category that is growing in importance as financial institutions move from experimenting with AI to deploying it safely, responsibly, and at scale. You will have real ownership, visibility, and the opportunity to influence both product direction and market positioning during a pivotal stage of Aveni’s growth. Remote-first working across the UK Company-wide offsites and regular in-person gatherings Work abroad policy Optional Personal Development Plan Flexible benefits platform for selecting the benefits that matter most to you Life insurance, income protection, critical illness cover, and pension with up to 5% matched employer contribution Private health and dental care At Aveni, we believe diversity drives innovation. We strive for an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you are passionate about technology and its role in shaping the future of financial services, we encourage you to apply—even if you do not meet every requirement. We would love to hear from you if you believe you could be a great fit.

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand. Our engineering team includes experienced software engineers and PhD-level AI specialists, with strong ties to the University of Edinburgh, giving you access to exceptional expertise and opportunities for continuous learning as part of the day-to-day work. The Role As a Senior Software Engineer at Aveni, you’ll be responsible for building and scaling the products that sit on top of FinLLM (the UK's first LLM for the Financial Services industry) and other LLMs, enabling financial institutions to adopt AI safely and effectively. You won’t be expected to build or train the LLMs themselves, instead you’ll be engineering the platforms, services, user interfaces and integrations that bring those models to life in the hands of advisers, analysts and banking teams. Your work will focus on: Designing and implementing robust event-driven microservices and APIs Building scalable, cloud-native systems on AWS Developing modern, responsive React front-ends Integrating LLM-powered capabilities into real-world workflows Collaborating closely with product and AI specialists to turn ideas into reliable, customer-ready features What you’ll be working with You should be comfortable with most of our core technologies: Node.js and TypeScript React and modern front-end tooling AWS (e.g., Lambda, ECS/Fargate, API Gateway, SQS/SNS, DynamoDB, RDS) NestJS or equivalent back-end frameworks Microservices and event-driven architectures We also actively embrace AI coding assistants (such as Claude Code) to speed up development, improve code quality and reduce repetitive work — and we encourage engineers to use these tools effectively. What we’re looking for: Experience building production systems using Node.js / TypeScript Hands-on experience developing UIs with React Solid understanding of cloud-native engineering on AWS Experience with microservices, messaging patterns and distributed systems A commitment to clean code, testing, observability and operational excellence A proactive and motivated mindset — someone who wants to build, ship and iterate quickly Interest in AI-powered products and a drive to learn Benefits at Aveni What you’ll love Remote-first working across the UK. Work abroad policy for when you want a change of scenery. Co-working spaces available if you want an office buzz sometimes. 34 days holiday (including flexible bank holidays) and your birthday off. Company-wide off-sites (yes, karaoke may happen). Optional Personal Development Plan. Flexible benefits platform: you choose the benefits that matter most to you (not the company). Protection essentials, because we know they matter - Life Insurance, Income protection, critical illness cover, Pension (up to 5% matched employer contribution and optional increased contributions). Private health- and dental care for your peace of mind. Potential share options, have a stake in what you’re building. Enhanced family leave. Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We've built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about technology and its ability to drive positive change for the future of financial services, we'd love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI.

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand. Our engineering team includes experienced software engineers and PhD-level AI specialists, with strong ties to the University of Edinburgh, giving you access to exceptional expertise and opportunities for continuous learning as part of the day-to-day work. The Role Aveni is building next-generation AI systems for UK financial services, where safety, compliance, and trust are non-negotiable. We're hiring a Senior Software Engineer to work on AI and agentic platform capabilities that power intelligent, automated workflows for financial services. This is a high-impact role building foundational technology that underpins Aveni's AI-first strategy. Your work will focus on: You'll work on systems that govern how AI agents behave in regulated financial contexts, designing and implementing policy enforcement, safety controls, behavioural monitoring, and evaluation frameworks. This work sits at the intersection of platform engineering, AI/ML systems, and compliance-by-design architecture. You'll be joining at a pivotal moment as Aveni scales from startup to enterprise-grade AI FinTech, working on problems that matter: making AI safe, auditable, and trustworthy in high-stakes financial environments. What You’ll Be Doing Build Production-Grade Systems Design and implement scalable Python services powering AI-driven workflows Develop resilient, observable systems with strong error handling and compliance traceability Work within a serverless, event-driven AWS architecture Own Delivery End-to-End Take ownership of features from design through to production Collaborate with Product, AI Platform, and Compliance teams Contribute to sprint planning, estimation, and delivery Shape AI & Agentic Systems Build intelligent workflows using LLMs and agentic architectures Integrate AI models into production systems Design guardrails, policy enforcement, and behavioural monitoring for AI agents Mentor & Elevate the Team Support and guide junior and mid-level engineers Lead code reviews and promote engineering best practices Contribute to documentation, demos, and knowledge sharing Drive AI-Augmented Engineering Use AI coding tools to accelerate development and improve quality Help define best practices for AI-assisted software engineering What We’re Looking For Must Have Strong Python expertise in production environments Experience building cloud-native systems on AWS (Lambda, DynamoDB, S3, EventBridge) Experience working with LLMs or AI/ML systems Strong understanding of APIs, async systems, and scalable architecture Nice to Have Experience with AI safety, guardrails, or policy enforcement Background in agentic systems or autonomous workflows Experience in financial services or regulated environments Familiarity with Node.js / TypeScript, Terraform or CDK Knowledge of observability tools and ML fundamentals You’ll Thrive If You Are Pragmatic and able to balance speed with long-term quality Curious about AI, especially safety and responsible usage Comfortable working in a fast-moving scale-up environment A strong communicator who can explain complex ideas clearly Passionate about mentoring and raising team standards Career Growth This role offers a clear path into Staff or Lead Engineer positions, where you’ll: Drive architectural decisions across multiple teams Own complex, cross-cutting AI systems Shape Aveni’s long-term AI platform strategy Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI. Benefits at Aveni. What you’ll love: Remote-first working across the UK Work abroad policy Co-working spaces available 34 days holiday (including flexible bank holidays) and your birthday off Company-wide off-sites Optional Personal Development Plan Flexible benefits platform Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions) Private health and dental care Potential share options Enhanced family leave

With a senior adviser relocating to Australia later this year, you will benefit from a.

Financial Adviser – Manage Existing client Base.

Senior Mortgage and Protection Case Manager. An experienced Mortgage and Protection Case handler / manager is needed to help support 3 Advisers and take ownership of mortgage and protection applications from submission through to completion, including managing clients, lenders, solicitors ad adviser

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We've been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors and commercially supported by major financial institutions, we're scaling quickly as adoption of AI in financial services accelerates. Our Wealth platform helps financial advice firms transform how advisers and paraplanners work, using AI to automate documentation, improve compliance and streamline client servicing. From meeting summaries and document generation to compliance file checking and workflow automation, we're helping firms deliver a better experience for both advisers and their clients. We're looking for a Product Manager – Wealth to lead the evolution of Aveni Assist, our flagship AI-powered platform for financial advice firms. The role This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including meeting summaries, document generation, Letters of Authority, fact finds and compliance file checking. Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adoption and satisfaction, and delivering measurable value that drives retention and growth. This is a hands-on, high-ownership product role. You'll work closely with the Head of Product (Wealth) on product strategy while independently leading customer discovery, roadmap prioritisation, delivery and release planning. You'll collaborate with Engineering, Design, Customer Success and Commercial teams to ensure we're solving the right problems and delivering the highest-value outcomes. We're looking for someone who enjoys understanding complex customer needs, making evidence-based decisions and building products that customers genuinely value. What you'll be doing You'll own the Aveni Assist roadmap end-to-end, balancing investment between new capabilities, product quality and platform improvements to maximise customer and commercial impact. You'll lead continuous discovery with advisers, paraplanners, compliance teams and prospects, building a deep understanding of customer workflows and translating insight into product decisions. You'll rapidly validate ideas using prototypes, customer research and experimentation, reducing delivery risk before committing engineering effort. You'll own beta programmes for new capabilities, working closely with customers to gather structured feedback and determine when features are ready for general release. You'll partner closely with Engineering and Design to translate strategy into clear delivery plans, maintaining a healthy backlog and ensuring features are released with a high standard of quality. You'll build strong relationships across Engineering, Customer Success, Commercial and Marketing, acting as a trusted voice for the product and ensuring customer insight informs decision-making across the business. You'll use customer feedback, usage analytics and product metrics to guide prioritisation, measure success and continually improve the product. You'll stay informed about industry trends, adviser technology, AI developments and FCA regulation, ensuring Aveni Assist continues to lead the market. What we're looking for We're looking for someone with a proven track record as a Product Manager in a B2B SaaS environment, ideally with experience scaling an established product by improving customer satisfaction, adoption and retention. You'll have demonstrable experience leading customer discovery, translating customer insight into product decisions and working closely with Engineering and Design to deliver high-quality software. You'll have excellent product judgement, strong communication skills and the confidence to make difficult prioritisation decisions, balancing customer needs with commercial objectives. You'll be analytically rigorous, comfortable using both qualitative and quantitative data to inform decisions, and capable of building trusted relationships across technical and commercial teams. We're particularly interested in people who are proactive, self-directed and passionate about improving products through continuous iteration and customer feedback. Nice to have Experience with AI-powered products or machine learning technologies would be valuable, as would experience within financial services, wealth management or other regulated industries. Knowledge of FCA Consumer Duty, adviser technology platforms or wealth management workflows would be advantageous, but isn't essential. Experience running beta programmes, defining quality standards for AI-generated outputs or contributing to go-to-market activities would also be beneficial. Why join Aveni? You’ll work on genuinely difficult and meaningful problems at the intersection of AI, regulation and financial services. You’ll help shape a product category that is becoming increasingly important as financial institutions move from experimenting with AI to deploying it safely, responsibly and at scale. You’ll have real ownership, visibility and the opportunity to influence both product direction and market positioning at an important stage of Aveni’s growth. Benefits at Aveni What you’ll love: Remote-first working across the UK Company-wide offsites and regular in-person gatherings Work abroad policy Optional Personal Development Plan Flexible benefits platform, so you can choose the benefits that matter most to you Life insurance, income protection, critical illness cover and pension, with up to 5% matched employer contribution Private health and dental care At Aveni, we believe diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of the requirements, we’d still encourage you to apply if you believe you’d be a great fit.

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers, and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. Our achievements include being recognised as Fintech of the Year for two consecutive years and winning Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors, including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. As the adoption of AI accelerates in financial services, we’re scaling our team to meet growing demand. We're seeking a hands-on Senior AI Software Engineer with strong full-stack experience to build and ship AI-powered products into production, leveraging FinLLM (the UK's first LLM for Financial Services) and other LLMs. You won’t build or train models—instead, you'll engineer the systems, services, interfaces, and integrations that bring those models to life for advisers, analysts, and banking teams. You'll own features end-to-end, covering selection, implementation, deployment, observability, and iteration across backend, frontend, and cloud infrastructure. Build production-ready, AI-powered products integrating LLM capabilities, RAG, and agentic workflows into real-world processes. Select models, orchestrate prompts, design systems, and implement AI tooling (e.g., LangGraph, Langfuse). Design evaluation, monitoring, and observability to ensure reliability and readiness for production. Develop scalable, event-driven microservices and APIs using Node.js and TypeScript. Build modern, responsive React frontends to make AI useful in customer workflows. Architect cloud-native systems on AWS (Lambda, ECS/Fargate, API Gateway, SQS/SNS, DynamoDB, RDS). Implement microservices, distributed-system principles, and strong operational controls for integration into financial products. Uphold engineering best practices: clean code, automated testing, CI/CD, and operational excellence. Diagnose and improve production behaviours relating to reliability, latency, cost, and AI quality. Mentor engineers, contribute to team growth, and collaborate closely with product and engineering to deliver customer-ready features. Extensive software engineering background, building, deploying, and running production LLM/AI applications. Strong hands-on experience with Node.js, TypeScript, and production React. Experience with prompt engineering, agentic workflows, RAG, and LLM integration. Knowledge of AI evaluation frameworks, monitoring, and observability. Deep understanding of AWS, cloud-native engineering, APIs, and integration patterns. Experience with microservices, messaging patterns, event-driven, and distributed architectures. Commitment to quality, clean code, testing, and operational excellence. Experience with NestJS or similar backend frameworks. Familiarity with LangGraph, Langfuse, or other AI orchestration and observability tools. Knowledge of AI implementation in regulated/high-trust environments, ideally in financial services. Systematic evaluation design for LLM outputs and agentic workflows. Experience delivering agentic systems in production. Effective working in ambiguity and complex problem-solving. Designing robust solutions and making pragmatic technical choices. Clear communication with technical and non-technical stakeholders. Awareness of production AI challenges: reliability, latency, and cost. Technical mentorship, influencing decisions, and raising team standards. Relevant degree or equivalent practical experience (production engineering capability is more important than a specific academic background). Remote-first working across the UK Work abroad policy Co-working spaces available 34 days holiday (including flexible bank holidays) plus your birthday off Company-wide off-sites Optional Personal Development Plan Flexible benefits platform Protection essentials: Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution, with optional increases) Private health and dental care Potential share options Enhanced family leave At Aveni, we believe diversity drives innovation. We’re committed to building an inclusive workplace where everyone feels valued and empowered. If you’re passionate about using technology to drive positive change in financial services, we’d love to hear from you. Even if you don’t meet every requirement, please consider applying if you think this role could be a fit. Apply now to help us transform the financial services industry through AI!

Openwork is seeking a Mortgage Adviser based in St Albans. This employed, full-time role requires regular travel to the office and offers a clear path from admin support to a full Adviser position with your own client bank.

Hemel Hempstead-based practice seeks a Senior Client Manager to be the trusted lead adviser for a portfolio of businesses — overseeing their accounts, tax and advisory needs, reviewing the numbers, and mentoring the team. A senior, client-facing role for a qualified accountant who wants to lead re

We're looking for a Financial Planner who wants to build and grow a client portfolio with the backing of an established, growing firm. At Lumin Wealth, you'll take on clients moving from existing advisers and recent acquisitions, supported by company-provided leads and paraplanning support. Founded in 2010 and headquartered in St Albans, Lumin Wealth is a Chartered firm providing financial planning and investment management to more than 4,000 families. We manage £1.6 billion in client assets and have been consistently ranked among the UK's top 100 financial advice firms by FT Adviser and Citywire New Model Adviser. After more than a decade of uninterrupted growth, we now have over 120 people across offices in London and the South East. We're also part of VZ Group, Switzerland's leading independent financial services provider, which gives us the backing of a group of around 1,700 people as we continue to grow. You’ll manage and develop a portfolio of clients. Some will be transitioning from existing advisers, and some will be joining through recent acquisitions. You’ll build long-term, trusted relationships and deliver high-quality, compliant advice tailored to each client. You’ll be supported by company-provided leads, including Trusted Advisor, Lumin News, seminars and wider marketing initiatives, as you grow new business. • Managing a portfolio of clients and acting as their main point of contact, • Building relationships based on a genuine understanding of each client's goals and circumstances, • Delivering compliant advice across investments, pensions, protection and wider financial planning, • Preparing for and running client meetings, working closely with paraplanning support on suitability reports, • Generating new business and identifying opportunities to develop existing client relationships, • Working towards KPIs aligned with your experience, • Keeping client files and fact-finds accurate and up to date, in line with our compliance standards, • Level 4 Diploma in Financial Planning (or equivalent), • Proven experience in a financial planning or advisory role, • Sound technical knowledge across investments, pensions and protection, • Strong communication and relationship-building skills, • The ability to generate and develop new business, • An organised, proactive approach and the ambition to grow within the firm, • Company pension with 3% employer contributions, plus the option to invest in our actively managed models*, • An extra day off for your birthday*, • Option to buy 5 additional days' leave through salary sacrifice*, • Access to our Electric Vehicle Salary Sacrifice Scheme*, • Training and development support, with career growth opportunities, • A supportive team culture with company events throughout the year, • Access to our competitive adviser bonus scheme *Available after successful completion of probation. Lumin Wealth Ltd is authorised and regulated by the Financial Conduct Authority. #J-18808-Ljbffr

A senior, client-facing role for a qualified accountant who wants to lead relationships and shape how a portfolio is run. We're working with a well-regarded practice in Hemel Hempstead looking to appoint a Senior Client Manager. You'll be the trusted lead adviser for a portfolio of businesses — overseeing their accounts, tax and advisory needs, reviewing the numbers, and being the senior point of contact clients rely on. You'll also mentor the team and play a part in the practice's continued growth. • ACA or ACCA qualified with strong post-qualification practice experience, • A track record managing a client portfolio as the lead contact, • Confident reviewing accounts, corporation tax and personal tax, • Commercial awareness — WIP, recoverability, billing and fee management, • Strong leadership and the credibility to advise business owners directly, • Leading a portfolio of clients and owning the relationship end to end, • Reviewing and finalising accounts and tax before sign-off, • Identifying advisory and planning opportunities across your clients, • Mentoring and developing seniors and semi-seniors, • Supporting the partners on growth, new work and process improvement £52,000 – £62,000 depending on experience, plus 25 days’ holiday plus bank holidays, a company pension and a good benefits scheme, with a clear route to progress in a growing firm. #J-18808-Ljbffr

We are recruiting a Commercial Loan Adviser for a successful firm of specialist brokers who pride themselves on commitment to customers, ability to help clients an unprecedented level of industry knowledge. This company is well established, highly successful with great plans and goals in place which offers a wonderful place for mortgage professionals to build their career. This role is working on the commercial side of the business, arranging Bridging & Commercial Loans, mostly dealing with introducers (Brokers, Accountants, Solicitors) • Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone., • Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company’s and our regulator’s requirements. Maintain accurate and relevant customer records, • Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing. Confirm all advice in writing to the customer. Undertake appropriate and timely oral and written disclosure. Comply with the businesses requirements for the content and format of the information provided., • Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to company procedures and the FCA’s MCOB regulations and guidance., • Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements, • Proactively pre-empt issues with regards to customers and resolve problems arising, • Understand what Treating Customers Fairly (TCF) means within your work, • Actively participate in one-to-one review meetings, coaching and training as required by your line manager. Meet agreed performance goals, • Achieve such qualifications required within the role (CeMap), • Ensure that your knowledge and use of OMS (CRM Database) is accurate and appropriate; maintain and develop this knowledge, • Deal with and update brokers on a regular basis, • Converse with lenders on a regular basis, • Ideally Educated to degree level or CeMAP level 3 (if not already gained will be given support to achieve this, • Outstanding customer service and communication skills, • The ability to explain complex information clearly and simply, • The ability to respect confidential information, • A friendly, approachable attitude and an excellent judge of character, • A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking and not a clock watcher., • High attention to detail, • Previous experience within the mortgage sector, from a broker or lender background, • Our client will also consider candidates who have already achieved the CeMap qualification and looking for their first role within the sector, • A good level of IT skills, • Hemel Hemel Hempstead based – (out of town, parking onsite), • 9-6pm, 5pm finish on a Friday, • Starting Salary: £32,500 to £35k, potential to rise to £40k plus bonus, • Quarterly bonus – made up of personal targets and company performance, • PMI, • Social events, nights and days out, • Nice offices – facilities include chill out room, • Annual leave – starting at 23 days, rising to 25, • Interview process – telephone interview followed by face to face interview Associate Full-time Consulting #J-18808-Ljbffr

A recruitment agency in Hemel Hempstead is seeking a Commercial Loan Adviser to enhance customer relations and provide expert loan advice. The role requires outstanding customer service skills, analytical ability, and ideally a degree or CeMAP qualification. We offer a competitive salary between £32,500 and £35,000, with potential bonuses and benefits. Join a dynamic team to build your career in mortgage consulting. #J-18808-Ljbffr

Job Vacancy, New Build Mortgage Broker, Mortgage Broker, Mortgage Advisor, Mortgage Adviser, Residential Mortgages, HNW, Life and Protection, Estate Agency, Milton Keynes, St. A rare opportunity for an experienced fully CeMAP (or equivalent) qualified Mortgage Broker or Mortgage Adviser or Mortgage

Level 4 Diploma in Financial Planning required; Chartered status not essential Our client is a fast-growing, well-backed UK wealth management business with approximately £3bn AUM, with ambitious plans to grow towards £10bn over the coming years through a combination of acquisitions and organic growth. The business has invested heavily in senior hires across M&A, Marketing, Technology, Compliance and Training & Competence, all designed to help advisers build stronger, larger client books and develop long-term careers within the firm. We are looking for an experienced Financial Planner to join the St Albans team on a permanent, employed basis. This role is suited to someone who is confident building and developing a new book of clients, rather than simply inheriting and servicing an existing portfolio. You will benefit from a strong platform around you, including marketing activity, acquisition-led client opportunities, internal referrals, dedicated paraplanning and administration support, and continued investment in technology and adviser development. There is no requirement to bring a transferable client bank, but the successful individual will need to be commercially minded, proactive and comfortable developing new client relationships over time. • Build and develop a portfolio of private clients., • Provide holistic financial planning advice across pensions, investments, retirement planning, tax and protection., • Develop new client relationships through referrals, internal opportunities, marketing activity and professional networks., • Manage ongoing client relationships and identify further planning opportunities., • Work closely with paraplanning, administration and compliance teams., • Contribute to the wider growth of the St Albans office and business. You will ideally have: • Level 4 Diploma in Financial Planning or equivalent., • Experience as a Financial Planner, Financial Adviser or Wealth Adviser., • A strong track record of developing client relationships., • The confidence and commercial ability to build a new book over time., • Strong knowledge of pensions, investments and retirement planning., • A client-focused and relationship-led approach. Chartered status would be advantageous but is not essential. This is an opportunity to join a business with significant growth plans and the infrastructure in place to support ambitious advisers. You will benefit from: • The opportunity to build a substantial client book., • No requirement to bring an existing book with you., • Leads and opportunities generated through acquisitions, marketing and internal referrals., • Dedicated paraplanning and administrative support., • Continued investment in technology, compliance and adviser development., • Clear scope for career progression as the business grows. #J-18808-Ljbffr

Saltus St Albans, England, United Kingdom Saltus St Albans, England, United Kingdom 3 weeks ago Be among the first 25 applicants This range is provided by Saltus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Introduction We are looking for a high calibre paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of offices in the South of England including London, Whiteley and Farnham. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £8.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. Role and responsibilities We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. The role will report to an Advice Delivery Manager, and the key areas of responsibility are as follows: • Analyse client information and existing investments/policies, • Tax calculations, • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers, • Write suitability reports for cases of varying complexity, • Run cashflow models for clients, • Be a point of contact for technical queries for CS and advisers, • Communicating with clients on research and report time scales, • Attend client meetings where required, • Helping to train other members of the team, • Potentially getting involved in some project work to further improve our systems and processes, • Undertake peer reviews for the paraplanning team Essential attributes the successful candidate should possess The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business. They will: • Demonstrate a strong technical knowledge and understanding of all financial products, • Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status, • Have a minimum of 3 years’ experience within a paraplanning role, • Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous, • Have a good attention to detail, • Be a good team player, • Excellent communication skills, both verbally and in writing, • Be comfortable with working in a fast-paced environment, • Be organised and able to manage a busy workload Where will I be working? We are looking for someone to work from our St Albans office, and offer hybrid working, which includes 2 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is £38,500 – £49,500 depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you! • Associate, • Full-time, • Administrative, • Industries, • Financial Services and Investment Management #J-18808-Ljbffr

An established and growing wealth management business providing financial planning and investment advice to private clients across the UK. The firm has built a strong reputation for high-quality, long-term client relationships and has continued to grow both organically and through investment in its people and infrastructure. As part of this growth, they are looking to add an experienced Paraplanner to their St Albans office, working closely with Financial Planners and the wider client support team. This is a broad paraplanning position supporting Financial Planners across the full advice process. You will be responsible for researching, analysing and preparing high-quality financial planning recommendations, ensuring advisers have the technical support required to provide clients with appropriate and compliant advice. • Preparing suitability reports and recommendation letters across a range of financial planning areas, • Carrying out technical research and analysis to support adviser recommendations, • Reviewing client objectives, circumstances and existing arrangements, • Producing cashflow modelling and financial planning analysis where required, • Supporting advice across pensions, investments, retirement planning, protection and tax‑efficient planning, • Liaising closely with Financial Planners before and after client meetings, • Preparing technical information and supporting documentation for client meetings, • Ensuring advice documentation meets internal compliance and regulatory standards, • Liaising with providers and platforms where additional technical information is required, • Maintaining accurate client records and ensuring cases progress efficiently, • Keeping up to date with regulatory, legislative and product developments The successful candidate will ideally: • Hold the Level 4 Diploma in Regulated Financial Planning, or be actively working towards completing it, • Have previous experience working within a paraplanning or technical financial planning environment, • Have a good understanding of pensions, investments and financial planning products, • Be comfortable producing detailed suitability reports and technical research, • Have strong written communication and attention to detail, • Be organised and comfortable managing several cases at different stages}} #J-18808-Ljbffr

Are you a Chartered Financial Planner looking to take on a portfolio of higher-value clients, with company-provided leads behind you and the chance to help shape technical standards across the firm? Lumin Wealth is looking for a Senior Financial Planner to join our St Albans head office. Founded in 2010 and headquartered in St Albans, Lumin Wealth is a Chartered firm providing financial planning and investment management to more than 4,000 families. We manage £1.6 billion in client assets and have been consistently ranked among the UK's top 100 financial advice firms by FT Adviser and Citywire New Model Adviser. After more than a decade of uninterrupted growth, we now have over 120 people across offices in London and the South East. We're also part of VZ Group, Switzerland's leading independent financial services provider, which gives us the backing of a group of around 1,700 people as we continue to grow. You’ll manage and develop a portfolio of clients that includes higher-value and more complex cases. Some will be moving across from existing advisers, and some will be joining through recent acquisitions. Alongside your own client bank, you’ll act as a technical point of reference in the office and support the development of less experienced colleagues. To help you grow new business, you’ll be supported by company-provided leads, including Trusted Advisor, Lumin News, seminars and our wider marketing activity. • Managing and developing a portfolio of clients, building long-term relationships based on a genuine understanding of their goals, • Taking a lead role on complex and higher-risk cases, making sure advice is robust, well evidenced and clearly documented, • Delivering compliant advice across investments, pensions, protection and wider financial planning, • Working closely with paraplanning support to produce suitability reports and recommendations, • Generating new business and developing existing client relationships, working towards KPIs aligned with your seniority, • Guiding less experienced planners on complex cases, and supporting the onboarding and development of junior planners and paraplanners, • Contributing to the firm's technical standards, templates and best practice, • Minimum Level 4 Diploma in Financial Planning (or equivalent) required, • Extensive advisory experience, including complex case work, • A track record of managing higher-value client relationships, • The ability to generate and develop new business, • Experience coaching or mentoring colleagues, or the clear ability to do so, • A professional, ethical, client-centric approach and a credible presence with clients and colleagues, • Company pension with 3% employer contributions, plus the option to invest in our actively managed models*, • An extra day off for your birthday*, • Option to buy 5 additional days' leave through salary sacrifice*, • Access to our Electric Vehicle Salary Sacrifice Scheme*li>, • Training and development support, with career growth opportunities, • A supportive team culture with company events throughout the year, • Access to our competitive adviser bonus scheme *Available after successful completion of probation. Lumin Wealth Ltd is authorised and regulated by the Financial Conduct Authority. #J-18808-Ljbffr

Regulatory CounselHemel Hempstead (Hybrid – 3 days per week in office)Permanent | Full TimeCompetitive salary + bonus and benefitsAbout the roleAre you a qualified solicitor with a passion for consumer finance? If so, we want to hear from you! Haven is looking for a highly experienced Regulatory Counsel to join our Legal team. Reporting to the General Counsel, you will act as the lead advisor on all regulatory matters, ensuring the business conducts itself in accordance with its statutory, regulatory and conduct obligations, including those required by the FCA and the Gambling Commission.You'll be a trusted adviser to the Haven board, working closely with the Executive team, Finance, Commercial and Caravan Sales colleagues to provide expert guidance across legal, regulatory, compliance, corporate governance and conduct risk issues, overseeing the frameworks that keep our business safe, compliant and well-governed.This is a high-impact, hands-on role for a commercially minded regulatory specialist who thrives on complexity, enjoys shaping policy and process, and can translate regulatory obligations into practical business outcomes.Your Opportunity Act as the lead advisor to Haven on all regulatory matters, including FCA, Gambling Commission and wider statutory obligations Be a trusted adviser to the Haven board, providing regular reporting and constructive challenge Provide expert legal, regulatory, compliance, corporate governance and conduct risk advice to the Executive team and internal stakeholders Provide consumer lending advice and compliance oversight Provide advice and guidance on financial crime and money laundering, overseeing the processes and controls that ensure ongoing compliance Oversee FCA obligations for Haven, ensuring robust processes and controls are in place Support the administration and governance of the Guernsey insurance captive Advise on Haven's financial promotions and advertising from a legal and regulatory perspective Oversee the development of policies, processes and procedures to ensure adherence to legal and regulatory standards Assist in the management and investigation of incidents relating to legal, regulatory and compliance matters, including whistleblowing, consumer credit, consumer rights and data protection Support commercial projects with clear, pragmatic legal and regulatory advice Stay up to date with corporate law and statutory obligations to ensure corporate compliance is maintainedWhat we'd like you to bring Qualified solicitor in England & Wales End-to-end consumer finance expertise, gained either in-house or in private practice Previous experience within financial services, lending, consumer credit or motor finance Good knowledge of consumer credit laws and regulations and consumer duty Strong analytical, problem-solving and critical thinking skills Risk identification and assessment capability, with sound judgement Excellent verbal, written and interpersonal communication skills Strong prioritisation and workflow management, with the ability to execute at pace Proven track record of understanding business processes and supporting change Confident managing and influencing senior stakeholders* Understanding of the leisure or hospitality sector (desirable, not essential)Why Haven?You'll be part of a forward-thinking, supportive community where ideas are valued, learning is encouraged, and the network you build will power memorable guest experiences for millions every year.At Haven, we're one great team, united by our passion for creating amazing experiences for our guests and our people. You'll have access to training, mentoring, and opportunities to grow your career in a supportive, forward-thinking environment.What's In It For You? 25 Days Holiday + Bank Holidays + Holiday Buy Scheme Annual bonus 20% discount on both Haven and Warner Hotels holiday for you, family and friends Comprehensive wellbeing support Exclusive discounts with corporate partners Exciting career pathways, including Learning and Development opportunities* Enhanced family friendly policies and pay (eligibility criteria applied)Who are we?We're part of an award-winning Bourne Leisure family, which includes Haven & Warner Hotels. We have 9,000 fantastic team members and 39 beautiful seaside locations and our HQ based in Hemel Hempstead.What's it like to work with us?Working with us is ultimately defined by our exceptional people and teams. At Haven, we take pride in our Breath of Fresh Air culture, which focuses on valuing and supporting every team member. We prioritise openness and transparency in our interactions allowing our team members to be their authentic selves.We operate a hybrid working model, meaning 50% of your working week will be spent at the office, occasionally on Park, or at external events.What can you expect during the recruitment process?The interview process will be up to 3 stages and may contain a presentation or skills test, depending on the role. If you require any support or reasonable adjustments to help you perform at your best during this process, please let us know.Diversity, equity, and inclusion are at the heart of who we are and what we do. Our commitment to these values is unwavering and they are central to our mission. We encourage applications from all backgrounds, communities and industries and we are happy to discuss any reasonable adjustments or flexibility that you may require, including whether a role can be part-time or a job-share.We genuinely care about every candidate's experience during the recruitment process and are here to provide support where we can. If you require any assistance or reasonable adjustments while applying, please don't hesitate to reach out to us at .What We Offer- Holiday allowance that rises with service, plus a ‘Holiday Buy Scheme’- Annual bonus- 20% discount on both Haven and Warner Hotels holiday for you, family and friends- Comprehensive wellbeing support- Access to the Bourne Leisure corporate box at the O2 Arena ,London- Exclusive discounts with corporate partners- Exciting career pathways, including Learning and Development opportunities such as Apprenticeships and Degrees- Enhanced family friendly policies and pay (eligibility criteria applied)How to Apply We’re committed to fostering a diverse, equitable, and inclusive workplace, and we encourage applicants of all backgrounds to apply. To get started, click apply now and answer a few quick questions, which should take 5 minutes. Once submitted, a member of our team will be in touch. #J-18808-Ljbffr

Placed within our contract management team (as part of our group legal and compliance function), a Contract Manager will be responsible for the in-life contract management of one or more key accounts for Computacenter; ensuring any change to service requirements, service levels, charges, and other contractual parameters are managed effectively to mitigate risk, and to maintain / grow account profitability. Working as a Contract Manager you will be involved in matters of contract interpretation, assurance of project contracting and will be seen as a trusted advisor, working in collaboration with the Service & Account Management functions. In this capacity a Contract Manager will become heavily involved in managing and handling disputes and negotiations, with the intent of ensuring a positive outcome for Computacenter. You will need to bring problem solving skills, knowledge of contracts and the ability to draft and review contractual terms, knowledge of IT services and proven relevant experience in previous roles to succeed in this role. Contract Managers are a key conduit for the Service & Account Management teams into the legal function and are therefore also client facing, and there will be a requirement for travel as a result (which is client dependent). • Create and maintain relevant contractual and commercial control documentation (e.g. Contract Calendar; Change Control Log, W@R Register etc); with the assistance of the assigned Legal Adviser as appropriate, • Obligations Management: tracking of key customer and supplier obligations required to be fulfilled, • Ensure Charging, Relief and Change Control and other key contract and commercial mechanisms are operated in accordance with the contract and the Change Policy, • Draft Complex CCNs and other ancillary contract documentation such as updated conformed contracts and Financial Models as required by the terms of the Contract, • Act as the principle contact for sales and operational teams on contract issues and single point of contact for escalation to legal advisers, • Act as a trusted adviser to sales and operational teams to assist in delivering contractual obligations and to assist in identifying commercial and contractual solutions to in life issues, • Interface with Customers and internal departments to understand Contract Change / and additional service requirements and negotiate certain contract terms, • Liaise with and escalation to relevant Group area for policy queries and act as a subject matter expert in managing the contract in accordance with appropriate Company Policies e.g. Commercial Policy, • Implementation of best practice regarding Deal Risk: i.e. pro-active monitoring of key risks identified at bid stage and ensuring risks are identified, tracked and reviewed on a regular basis by the Account Team, • Provide accurate feedback with assigned Legal Adviser to pre-sales functions regarding deviation from modelled solutions and issues in contract operation, • Proven experience managing large and complex contracts, • Good standard of drafting capability, • Ability to work within senior teams and advise and escal as appropriate, • Ability to understand and manage complex risks and issues, • Good communication skills and ability to operate across different levels of management and senior management, • Understanding of managed service commercials including P&L, Balance Sheet and associated internal finance systems, • Excellent Project Management and planning skills on major contract negotiation, • Experience of dispute resolution, • "Can do" attitude to problem solving within team dynamic, • Work closely and collaboratively with the assigned legal adviser. #J-18808-Ljbffr

Best cleaning jobs in St Albans and surrounding areas etc. You can start now, following interview + references. Domestic cleaner for regular permanent clients, every week, to clean in private homes. You must be very good at house cleaning, completely honest and totally reliable. If you want to work up to ca 15-20 hrs weekly, this will suit you. Each house is generally ca 3 hrs. • Have the same regular houses every week., • Ongoing, steady work., • Receive your payment immediately every day (no payment delay)., • Go daytime on the days+hours you can do. You must have ID, 2 written references saying you are reliable and honest. (The company has guaranteed you can achieve a wage equivalent to National Minimum Wage. Self employed people are responsible for paying their own National Insurance contributions Tax. For info on benefits and whether entitlement may be affected speak to a Jobcentre Adviser.) #J-18808-Ljbffr

Graduate Recruitment Consultant – Executive Search | St Albans £26,500 Basic Salary + Uncapped Commission | £50,000 OTE Year One Most graduate recruitment jobs teach you how to make calls. This one teaches you how to recruit senior leaders. Our client is an award-winning Executive Search consultancy specialising in Private Banking, Legal and Compliance. Working on retained assignments with fees reaching £150,000 , they partner with some of the world's leading financial institutions and law firms to recruit senior professionals. If you're ambitious, commercially minded and looking for a career with exceptional earning potential, first-class training and genuine progression, this is an outstanding opportunity to start your career. About the opportunity Executive Search is very different from traditional recruitment. Rather than working on high-volume vacancies, you'll manage specialist assignments, helping clients identify exceptional talent for senior leadership positions. You'll learn how to build relationships with senior professionals, understand niche markets and become a trusted adviser to both clients and candidates. From the beginning, you'll work alongside experienced consultants and receive structured training delivered directly by the company's Directors, who have an excellent track record of developing graduates with no previous recruitment experience into top-performing Executive Search Consultants. You'll gain exposure to high-profile clients, work on complex recruitment projects and develop commercial skills that will benefit you throughout your career. What's in it for you? £27,000 basic salary £50,000 OTE in your first year Uncapped commission with exceptional long-term earning potential Structured training academy delivered by the Directors Clear career progression based on performance Monthly team incentives including cocktail making, paintball, axe throwing, cinema nights and more Company holidays and team trips Luxury incentives including Selfridges vouchers, £1,000 Bicester Village shopping sprees and prizes worth up to £10,000 EMI Share Scheme Character offices close to St Albans town centre with free parking Early finish Fridays for top performers Christmas and New Year office closure Birthday half-day and increasing annual leave for every year of service Friendly, supportive culture with a genuine focus on personal development What you'll be doing Building relationships with professionals across Private Banking, Legal and Compliance Sourcing, interviewing and managing high-calibre candidates Managing the full recruitment process from initial contact through to successful placement Arranging interviews and managing candidate and client feedback Conducting market mapping and executive search projects Identifying new business opportunities through networking and market intelligence Building long-term relationships with clients and candidates Developing into a specialist Executive Search Consultant Who they're looking for This role is ideal for graduates who are looking for a long-term career within a professional, high-performance environment. You'll be: Degree educated Ambitious, self-motivated and commercially minded A confident communicator with strong interpersonal skills Resilient and comfortable working towards targets Interested in sales, finance or business Someone who enjoys building long-term relationships Keen to develop into a successful Executive Search Consultant Previous sales experience is an advantage but isn't essential. The business is far more interested in your attitude, ambition and willingness to learn. If you're graduating in the next few months, we'd still love to hear from you. Why choose Executive Search? Executive Search is one of the most rewarding areas of recruitment. You'll work with senior professionals, develop an impressive commercial network and build specialist expertise within a high-value market. Your progression is based on your performance, giving you the opportunity to increase both your responsibility and earnings far quicker than in many traditional graduate careers. If you're looking for a Graduate Recruitment Consultant job , Graduate Executive Search role , Trainee Recruitment Consultant position , or an entry-level sales career with exceptional training and uncapped earning potential, we'd love to hear from you. Apply today to begin your Executive Search career. TPBN1_UKTJ

David Fawcett is looking for a Mortgage Adviser to come into the business, offering initial admin support before moving into a full-time Adviser position with your own client bank. Provide high-quality administrative support to existing Advisers. It puts the development of its colleagues, advisers a

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