Financial adviser jobs in United Kingdom

About Ashurst Ashurst is a leading global law firm with a determination to go beyond the ordinary by outpacing change. We have a community of 4800+ people across over 30 offices globally and are a trusted adviser to top corporates, financial institutions and governments. What sets us apart is our ambition for our people and our clients. The Opportunity Ashurst Advance Digital is the firm's technology... ZIPC1_UKTJ

Lead for the efficient management of school finance and accounts. To provide strategic leadership and direction, in conjunction with the leadership team, on the operational management of curricular & non-curriculum functions within the school. To act as a professional adviser to the Headteacher and Governing Board on school finance, HR and site management. To lead and manage whole school projects (collaborating with other relevant staff). To advise the Senior Management Team on school finance. To contribute to the safeguarding and protection of all pupils. To be responsible for the line management and performance management of administration, medical, and site/premises staff. To lead on recruitment and work familiarisation for new members of these teams. To assist in work familiarisation of new members of staff or volunteers. 1. To lead on financial management in conjunction with the Headteacher., 2. To provide strategic leadership in conjunction with the Headteacher to plan and prepare the annual budget in liaison with relevant staff and present the budget to the Governing Board for approval., 3. Monitor and analyse school budget areas on a monthly basis and update the Headteacher & Governors of any significant changes., 4. To be responsible for the production of financial reports as required., 5. To prepare and complete correct end of year reconciliation., 6. Ensure effective operation of inventory processes and systems, including the school’s asset register., 7. To manage earmarked funding streams and ensure that such funds are properly accounted for., 8. To manage and evaluate service level agreements, keeping them under review by comparison with alternative providers, and negotiating, managing and monitoring contracts, tenders and agreements to ensure best value and identify any cost savings. 9. To be responsible for and investigate the availability of funds/grants to be bid for on behalf of the school and advise the Headteacher on the completion and submission of these bids.

Our client's Private Funds practice advises asset managers and institutional investors on some of the most complex and innovative fund structures in the market. Lawyers deliver high-value, technically sophisticated work across the full lifecycle of private funds, working closely with colleagues across the UK and global network. Recognised for both technical excellence and commerciality, the firm is a trusted adviser to leading fund managers and global investors. You will advise a diverse client base, including private equity sponsors, infrastructure and real estate funds and sovereign wealth and institutional investors. Your work will cover: • Fund formation, structuring and fundraising, • Investment and co-investment arrangements, • Carried interest and incentive structures, • Ongoing fund operations and regulatory matters The suitable candidate will have a minimum of 4 years' experience in private fund formation and/or investment work, gained at a leading City or international practice. This role offers early responsibility, direct client exposure and the opportunity to work closely with partners on high-profile and often first-of-their-kind mandates, alongside excellent scope to build your profile in the market. You will work on impactful, high-quality matters, while benefiting from: • Competitive compensation, bonus and benefits, • A global skills academy and structured development For a confidential chat about this, or other roles which we are handling, please contact Laura Klass. Please note that where a level of preferred experience or qualification is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.Jameson Legal acts as an employment business for temporary recruitment and as an employment agency for fixed term contract and permanent recruitment.

Are you looking for a Security role within a dynamic, innovative financial technology organisation? If so, we are recruiting for a Cyber Security Engineer to join our Cyber Security team! The Role Working alongside the team you will help to design, develop, and mature the companys cyber security capability, including the selection, implementation, and management of security tools/technologies, focused on detection, prevention, and analysis of security threats. This role offers a great opportunity to help define and shape the security function within a collaborative IT department, ensuring the protection of customer assets. Responsibilities include • Work with technology and business teams to deliver security processes, technologies and controls, acting as the authority on security related queries., • Define, design, implement, and maintain security solutions appropriate to the business needs., • Support the definition, execution and continuous improvement of key cyber security processes including vulnerability & patch management, security incident response, security monitoring, endpoint security, identity and access management, network security, and cryptography., • Assist with developing and maintaining security policies, processes and incident response management plans and playbooks., • Prepare and document standard operating procedures and protocols., • Provide expertise on security requirements into core technology processes like asset management, change management, third-party management, technology development & acquisition, configuration management, etc., • Minimum of 2 years experience in a Security Engineer/Analyst, role focusing on designing and implementing security solutions and managing security infrastructure., • Previous experience working within a financial services environment and a working understanding of relevant regulations., • Experience and in-depth technical knowledge of deploying, maintaining, and configuring a wide range of security technologies within a large and complex environment (anti-malware/EDR, SIEM solutions, vulnerability scanners, patch management, CASB, DLP, penetration testing tools, etc.), • Knowledge of TCP/IP and related network protocols: knowledge of standard network protocols like TCP, ARP, ICMP, DHCP, DNS, HTTP, SNMP, VPN etc., and accompanying protocol/packet analysis/manipulation tools., • Understanding of key operating systems and network appliances and the ability to assess their security posture based on their configuration/deployment., • Experience of working effectively with a variety of stakeholders from different technology and business teams., • Professional certifications such as Certified Information Systems Security Professional (CISSP), Certified Ethical Hacker (CEH), or Certified Information Security Manager (CISM)., • Strong knowledge of Operating System security and system hardening concepts such as CIS Benchmarks., • Experience in working with information security frameworks and regulatory requirements including ISO27001, NIST, PCI DSS, GDPR, Cyber Essentials. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose: We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.

A senior in-house opportunity for an employment litigation solicitor with strong restrictive covenant and team move experience to join a leading financial services business. \n\n This role sits within a small, high-calibre legal team supporting a fast-growing division of the business. You will act as a trusted adviser to senior stakeholders, taking ownership of complex employee competition matters and providing strategic, commercial advice. \n\n Key responsibilities include: \n\n\n\t • Advising on the enforceability and scope of restrictive covenants\n\t, • Managing team move disputes and related High Court litigation\n\t, • Drafting cease and desist letters and pre-action correspondence\n\t, • Negotiating settlement and release agreements\n\t, • Partnering closely with HR on risk mitigation and process improvement\n\t, • Delivering training to HR and business teams\n\t, • UK-qualified employment litigation solicitor\n\t, • Strong experience in restrictive covenants and employee competition disputes\n\t, • High Court litigation and/or complex pre-action experience\n\t, • Background in private practice or in-house (financial services or regulated environment)\n\t

Fixed Term Contract Duration - 13 Months About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us! About the Role As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the National. Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors. Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP. Use research tools to analyse data and provide solutions to meet clients' needs and objectives. Evidence reports to support research undertaken. Liaise with providers to obtain information. Manage central data systems and trackers. Embrace digital ways of working and enhance efficiencies. Work with the wider QFA team to contribute to Quilter's strategic priorities. About You Key Essential Experience, Skills, and Knowledge for a Paraplanner: • Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively., • Attention to Detail: High level of accuracy, especially in writing tasks., • Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions., • Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines., • Positive Attitude: Maintains a positive outlook and builds strong relationships with both internal and external stakeholders., • Industry Experience: Experience within the financial planning industry, understanding processes and recommended products., • Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook. Must-Have Behaviours and Competencies:, • Detail-Oriented: Ensures accuracy and thoroughness in all tasks., • Proactive Problem Solver: Takes initiative to identify and solve problems., • Resourceful: Able to find quick and clever ways to overcome difficulties., • Efficient Multi-tasker: Manages multiple responsibilities effectively., • Relationship Builder: Develops and maintains strong working relationships., • Positive and Professional Attitude: Approaches work with a positive and professional manner. Mandatory Professional Qualifications:, • Level 4 Diploma in Regulated Financial Planning (or equivalent). #LI-remote #LI-FD1 #Quilter Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together : Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Healthcare Cash Plan: Jersey employees only. Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Head of Membership Team Independent, not-for-profit, cross-sector membership organisation Westminster, Central London (Hybrid working) Permanent, Full Time Salary: £62,400–£70,200 (DOE) plus a comprehensive benefits package including enhanced annual leave (33 days including bank holidays plus birthday leave), festive office closure, pension scheme, healthcare cash plan, critical illness cover, gym discounts, technology vouchers, dining and activity passes, EAP and wellbeing support. Membership Bespoke is working with an independent, not-for-profit, cross-sector membership organisation based in Westminster to recruit a Head of Membership Team. Our client convenes senior leaders from across government, industry and the not-for-profit sector, creating a trusted environment for dialogue, collaboration and problem-solving on critical national issues. Its membership community is central to its mission, bringing together organisations committed to cross-sector leadership and long-term economic and societal impact. This is a senior, commercially focused leadership role responsible for the growth, retention and overall health of a high-value membership community. The role combines strategic leadership with hands-on relationship management and business development. Key responsibilities Membership strategy and leadership Develop and deliver a membership strategy that drives engagement, retention and growth Lead and develop a high-performing membership team Manage budgets, forecasting and performance reporting Business development Identify and secure new member organisations aligned to strategic priorities Build and manage a strong pipeline of opportunities Lead senior-level sales conversations and presentations Member engagement and retention Develop tailored engagement plans for member organisations Maintain senior relationships and act as a trusted adviser Ensure consistent delivery of member value across all touchpoints Member insight and collaboration Gather and utilise member insight to inform organisational strategy Work closely with partnerships, marketing and programme teams Ensure effective use of CRM systems and data About you Essential At least three years’ experience as a Head of or equivalent senior leader within a membership, sales, account management or stakeholder relations function. Minimum three years’ experience managing, developing and coaching a team with direct commercial accountability. Demonstrable track record of business development, including upselling, cross-selling and exceeding financial targets in a membership, professional services or policy environment. Significant experience of membership strategy, client engagement or account management in a comparable organisation – membership body, consultancy, policy institute, NGO or professional services firm. Proven ability to build and sustain relationships with senior leaders across sectors, including government departments and large private sector organisations. Track record of financial forecasting, budgeting and performance reporting. Interest in public policy, government affairs or cross-sector context. Desirable Experience within a public policy, government affairs or cross-sector context. Familiarity with CRM platforms (ideally Dynamics 365) and their application to member engagement and pipeline management. Background in a not-for-profit, charity or membership organisation. How to apply To apply for any of these roles, please submit your CV. Due to the volume of applications received, only shortlisted candidates will be contacted. Membership Bespoke is acting as a recruitment business in relation to these roles and is committed to equality, diversity and inclusion in recruitment.

Self Employed Protection Insurance Adviser (Trainees welcome) Location: Hammersmith – FT Office-based Capricorn is London’s largest independent mortgage brokerage and one of the UK’s fastest-growing financial consultancies. With offices in Hong Kong, Singapore, and Shanghai, we operate in high-value property finance and protection markets — and we’re looking for exceptional people to own and grow our protection business. This is a commission only high-impact, high-reward protection sales role with hot inbound leads, no cold calling, and a proven model: • £1,000+ per policy (typical), • Clients who need you — not who need convincing, • Year 1: £30,000–£50,000, • Year 2: £80,000–£120,000, • Year 3: £150,000+, • Year 4: £175,000+ What You’ll Be Doing: • Convert live, qualified mortgage leads into protection business — no cold sourcing, • Work closely with your adviser pod to maximise referral volumes and retention, • Deliver honest, client-first advice with precision, urgency, and follow-through, • Own your pipeline — from contact to completion, • Learn, grow, and earn — with clear targets and ongoing coaching What You Bring: We’re not hiring on years of experience. We’re hiring on attitude, accountability, and commercial instinct. You might be: • A sales professional looking to be paid what you’re worth, • A former recruiter, estate agent, or BDM who owned their numbers, • Commercial hunger & performance mindset, • Clear understanding of income = activity, • Able to work fast, handle multiple cases, and follow through, • Confident communicator who builds trust, • RO5 qualified (or willing to complete pre-start) Why Capricorn? • No cold calling — warm referrals from 150+ introducers + 70+ advisers, • Top-tier tech: Smartr365, Openwork product suite, admin support, • Real coaching — not just onboarding, • Earn more, faster — we reward delivery, not tenur Applicants must have the right to work full-time in the UK without current or future sponsorship. Closing date for applications will be Friday 8th May. Due to high application volumes, we will only contact shortlisted candidates.

About Us Passion Digital, an award-winning digital marketing agency based in the heart of Holborn, is home to a team of 25 marketing specialists. We take immense pride in our clients and the exceptional work we deliver for them. Our team thrives on confidence, happiness, and professionalism, tackling challenges head-on without fear of failure. We constantly strive to improve and never stand still. If you're looking to join an ambitious, authentic, and energetic company where you can make a real impact, Passion Digital is the place for you! Why Passion? • Training & Career Development: Ongoing investment in your professional growth, including accelerated training through the Passion Academy with self-study time, in-person events with industry experts, and business and management classroom sessions., • Flexible Working: Enjoy flexible start and finish times, remote and overseas working opportunities, and a sabbatical after five years of employment., • Private health insurance – Private GP, hospital diagnosis and treatment, physio plus discounts and rewards through Vitality Healthcare, • Enhanced annual leave – 25 days annual leave, increasing each year up to a maximum of total 30 days, • Flexible annual leave – The ability to buy additional days (up to 5 days), • Octopus Money – Subsidised sessions with a financial adviser and access to a free money helpline, • Cycle to work scheme – Save 25-39% on a bike and accessories with tax-efficient payments spread over 36 months, • Employee Assistance Programme – Independent, free and confidential advice service available 24 hours per day, 365 days of the year through our ___, • Office perks – Fun office perks like ping pong, pool table, fresh fruit and a stocked fridge for Friday drinks, • Social activities and team outings – A varied sports and social calendar, from sports days to summer soirées, • Incredible office – Work in an incredible office! Just 3 minutes from Holborn Station and a 7-minute walk from Tottenham Court Road Station, our modern open-plan office boasts a great communal space, perfect for collaboration and connection The Role We are looking for an SEO Account Manager (30% Technical & 70% On-site/Content), or an experienced Senior SEO Account Executive, who has a great understanding of search engine optimisation and the wider digital ecosystem. A strong desire to learn and improve their knowledge. You will need to be analytical and solution-oriented with unparalleled levels of attention to detail, organization and communication. The ideal candidate will be responsible for devising the strategy that we deliver to clients from the ground up. You will have a prominent role in shaping the direction of your clients’ performance. Key Responsibilities Working alongside the Head of Organic Search and our team of 7, reporting into one of our Senior SEO Account Managers, you will be responsible for: • Creating comprehensive SEO strategies that meet client’s business objectives through:, • Keyword research and search intent mapping, • Competitor analysis, • Technical auditing and insights, • Onsite optimisation, • Content strategy, • Outreach and off-site SEO, • Reporting and data analysis, • Running client performance meetings and progress updates, • Supporting the Senior members of the team with delivery, • Training and development of junior members of the team Hours & Location 9am – 5.30pm Monday to Friday, +/- 1hr | Holborn Tower – 4th Floor Holborn Tower, High Holborn, WC1V 6PL

Northreach is a dynamic recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a seamless recruitment experience for clients and candidates, fostering innovation and professional growth. Northreach is supporting a high-growth fintech business that is transforming how pensions are delivered in the UK. With strong backing, a modern technology platform, and significant traction in the market, the business is now scaling its partnerships function as a core growth engine. They are looking for a Head of Partnerships to take ownership of multiple intermediary channels, including financial advisers and accountancy firms. This is a senior, hands-on leadership role where you will define strategy, drive commercial performance, and build a scalable partnerships engine across key distribution channels. Responsibilities • Own and scale the partnerships strategy across adviser and accountancy channels, • Build and manage relationships with IFAs, accountancy firms, payroll providers, and intermediaries, • Convert partners into active advocates, driving referrals, placements, and revenue growth, • Lead high-impact, consultative conversations focused on education, trust, and long-term value, • Drive revenue performance across multiple partner-led channels, • Lead and develop a team of SDRs and Account Managers across outreach, activation, and growth, • Ensure alignment across pipeline generation, conversion, and partner success, • Refine go-to-market strategy, ICP, and qualification criteria for different partner types, • Improve conversion across the full funnel from initial engagement through to long-term partnerships, • Own pipeline visibility, forecasting, and CRM hygiene across the partnerships function, • Work cross-functionally with Sales, Marketing, Product, and Leadership to improve messaging and partner experience, • Feed back market insight to shape product, positioning, and commercial strategy Requirements • Proven experience in partnerships, business development, or commercial leadership roles, • Strong experience working with intermediaries such as IFAs, accountants, payroll providers, or financial advisers, • Track record of building and scaling partnership or channel sales functions, • Experience managing or mentoring commercial teams (SDRs, Account Managers, or similar), • Strong consultative selling skills, including discovery, objection handling, and relationship building, • Experience selling regulated or trust-based financial products, • Ability to operate both strategically and hands-on in a high-growth environment, • Strong commercial mindset with a focus on revenue performance and scalable growth Nice to have • Experience in pensions, employee benefits, or workplace savings, • Background in fintech, SaaS, financial services, or accounting software, • Existing network across advisers or accountancy firms, • Experience in a scale-up or high-growth business Why consider this role • Opportunity to own and scale a core revenue channel within a fast-growing fintech, • High visibility role working closely with senior leadership, • Blend of strategy, execution, and team leadership, • Strong product-market fit in a large, underpenetrated market, • Ambitious, collaborative, and mission-driven culture Interested candidates are encouraged to apply via Northreach for a confidential discussion.

Title: Account Executive – IFA Partnerships Location: London (hybrid) Salary & Package: Up to £90k base + bonus + equity + strong benefits Industry: FinTech Funding Journey: Series A No of Employees: 50+ Summary: This is a fast-scaling FinTech business on a mission to modernise pensions. With over £1bn in assets under management and 100,000+ savers, they’re transforming a traditionally complex and outdated industry into something simple, accessible, and engaging. Financial advisers are a key growth channel, and the business is investing heavily in building strong, long-term relationships across the IFA ecosystem. Job Summary: This is a consultative Account Executive role focused exclusively on Independent Financial Advisers (IFAs). You’ll work with SDR-qualified meetings and take ownership of the first meaningful commercial conversation — understanding how advisers currently manage pensions for their clients, what providers they trust, and how decisions are made within their firms. Your role is to build credibility quickly, demonstrate clear value, and position the platform as a solution advisers are confident recommending to their clients. You’ll: • Own a pipeline of qualified IFA meetings, • Run structured discovery around client types, existing providers, and advice processes, • Deliver tailored product demonstrations focused on client outcomes and ease of recommendation, • Handle objections around trust, regulation, and switching providers, • Build long-term relationships that lead to consistent client referrals Success in this role comes from your ability to influence adviser behaviour, build trust, and create genuine conviction — not from high-volume closing. Experienced Required: • Proven experience as a B2B Account Executive or similar closing role, • Direct experience selling into IFAs / financial advisers, • Strong track record of hitting or exceeding revenue targets, • Highly consultative sales approach with strong discovery and objection-handling skills, • Comfortable selling regulated, trust-based products, • Ability to build credibility with senior financial professionals Nice to have: • Knowledge of UK pensions / auto-enrolment / retirement products, • Experience in FinTech, WealthTech, or financial services, • Familiarity with compliance-led buying processes, • Experience in a scale-up or high-growth environment The Application Process: • Intro call, • Practical task (role-relevant scenario), • Final culture interview with senior leadership

Head of Membership Independent, not-for-profit, cross-sector membership organisation Westminster, Central London (Hybrid working) Permanent, Full Time Salary: £62,400–£70,200 (DOE) plus a comprehensive benefits package including enhanced annual leave (33 days including bank holidays plus birthday leave), festive office closure, pension scheme, healthcare cash plan, critical illness cover, gym discounts, technology vouchers, dining and activity passes, EAP and wellbeing support. Membership Bespoke is working with an independent, not-for-profit, cross-sector membership organisation based in Westminster to recruit a Head of Membership. Our client convenes senior leaders from across government, industry and the not-for-profit sector, creating a trusted environment for dialogue, collaboration and problem-solving on critical national issues. Its membership community is central to its mission, bringing together organisations committed to cross-sector leadership and long-term economic and societal impact. This is a senior, commercially focused leadership role responsible for the growth, retention and overall health of a high-value membership community. The role combines strategic leadership with hands-on relationship management and business development. Key responsibilities Membership strategy and leadership Develop and deliver a membership strategy that drives engagement, retention and growth Lead and develop a high-performing membership team Manage budgets, forecasting and performance reporting Business development Identify and secure new member organisations aligned to strategic priorities Build and manage a strong pipeline of opportunities Lead senior-level sales conversations and presentations Member engagement and retention Develop tailored engagement plans for member organisations Maintain senior relationships and act as a trusted adviser Ensure consistent delivery of member value across all touchpoints Member insight and collaboration Gather and utilise member insight to inform organisational strategy Work closely with partnerships, marketing and programme teams Ensure effective use of CRM systems and data About you Essential At least three years’ experience as a Head of or equivalent senior leader within a membership, sales, account management or stakeholder relations function. Minimum three years’ experience managing, developing and coaching a team with direct commercial accountability. Demonstrable track record of business development, including upselling, cross-selling and exceeding financial targets in a membership, professional services or policy environment. Significant experience of membership strategy, client engagement or account management in a comparable organisation – membership body, consultancy, policy institute, NGO or professional services firm. Proven ability to build and sustain relationships with senior leaders across sectors, including government departments and large private sector organisations. Track record of financial forecasting, budgeting and performance reporting. Interest in public policy, government affairs or cross-sector context. Desirable Experience within a public policy, government affairs or cross-sector context. Familiarity with CRM platforms (ideally Dynamics 365) and their application to member engagement and pipeline management. Background in a not-for-profit, charity or membership organisation. How to apply To apply for any of these roles, please submit your CV. Due to the volume of applications received, only shortlisted candidates will be contacted. Membership Bespoke is acting as a recruitment business in relation to these roles and is committed to equality, diversity and inclusion in recruitment.

Puma Investments are looking for a Business Development Manager to join our team in London. Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact. Within this role, you will work as part of the overall Business Development team, playing a crucial part in raising the profile of Puma Investments and our range of investment offers. The primary focus will be on developing existing and new relationships with UK Financial Advisers in the western Home Counties (predominantly Hertfordshire, Middlesex and Surrey). This role is a Certified role under the FCA’s Senior Managers and Certification Regime (SM&CR). This means you will be subject to some regulatory background checks before you start in role and evidence of your qualifications will also be required where necessary. Role Responsibilities: • Work closely with the regional Internal BDM to provide ongoing support, assistance and exceptional customer service for our clients, both current and prospective, • Build and deliver the business plan for the region, • Responsible for promoting and fundraising for Puma Investments’ range of offerings, including VCT, EIS and IHT offers through proactive measures to increase fundraising through proactive measures including conducting face to face meetings, hosting training events such as workshops and seminars and executing any initiatives agreed with the Head of Business Development, • Work with the regional Internal BDM to handle incoming queries (in meetings, on phone calls or via email) from financial intermediaries, actioning as appropriate, • Attend and speak at roadshows and events, acting as an ambassador for Puma Investments, • Gather feedback via the adviser market to help develop new products and campaigns, • Work closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing teams to facilitate the best support possible for our primary clients Experience Required: • Demonstrable experience in a sales role, specifically focused on investment products, • Experience working with intermediaries, particularly IFAs, ideally in respect of tax-efficient products, • Excellent client relationship management and interpersonal skills, with the motivation and ability to deliver exceptional customer service, • High quality consultative sales skills and approach, • Ability to build and grow own bank of clients (advisers), • Possess a drive and attitude to excel in a high-performing sales-based environment whilst maintaining high levels of client service and integrity demonstrated across the business, • Interest in self-development, continually looking for ways to improve and develop individually and the business, • An ability and appetite to learn a new product set, • Experience of using CRM systems, Excel and PowerPoint Personal Attributes: • Kind, • Values-driven, • Excellent communicator, • Collaborative and approachable, • Adaptable and willing to get stuck into whatever needs doing, • Depth of character and gravitas but operating with humility, • The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity, • Energy, dynamism, and passion for complex business challenge, • Organised, rigorous and disciplined, • Pragmatic and practical, • Inquisitive, keen to understand ‘why?’ About Us Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors. The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners: • Puma Investments, • Puma Property Finance, • Puma Growth Partners, • Puma Public Markets Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas. In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh. It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success. At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status. We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development. Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!

📍 London Office |💼 up to £125k pa DOE, with 20% cash discretionary bonus | 🕒 Full-time Introduction We are looking for an IFA Relationship Manager / Product Specialist to join our Saltus Asset Management (SAM) team. The role will likely report into the MD of Saltus Asset Management. 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 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 £10.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will likely report into the MD of Saltus Asset Management. Key areas of responsibility to include: • Helping Saltus think strategically about our MPS / fund solutions for intermediated clients., • Representing Saltus Asset Management (SAM) to the financial planning businesses who use SAM as DFM/MPS manager., • Understanding the Saltus house views and be able to convey them to financial planners, and on occasion directly to their clients., • Understanding the investment portfolios we run for clients of financial planners, and be able to talk confidently about them – their objectives, risk parameters, underlying holdings, decisions made, Platform availability etc., • Hosting market updates online and in person as required., • Understanding the IFA landscape and delivering presentations, insights, and updates consistent with industry best practise., • Working with the marketing team to produce collateral for an IFA audience, e.g. quarterly updates, brochures etc., • Delivering training on the SAM Centralised Investment Proposition to financial planning businesses Saltus have acquired., • Attending initial meetings and client reviews with larger DFM/MPS clients, with the financial planner. What sort of person are you looking for? The successful candidate will be confident talking about financial markets and Saltus investment products to Independent Financial Advisers (IFAs). They will: • Likely have at least ten years of experience in the industry., • Have completed relevant industry exams such as the CFA, or PCIAM., • Have clearly demonstrated an ability to manage IFA relationships and generate strong sales numbers., • Be an effective communicator regarding financial markets and investment products (e.g. DFM solutions such as funds/MPS), both orally and in writing., • Be organised., • Be a team player., • Be willing to work in London as required for the role (to be agreed with the MD). Where will I be working? We are looking for someone to be based out of our London office as required for the role. 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/drawings are between £115,000-125,000 (depending on experience), with 20% cash discretionary bonus. Alongside 28 days’ holiday (plus bank holidays), life assurance and income protection. The role is 40 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 500 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!

Role Nigel James Associates are partnered with a growing financial planning company to assist them recruit an experienced Financial Planning Team Leader in their London office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business networking with internal and external stakeholders as well as external contacts within the industry. You will consistently lead and mentor your team to reach its full potential. This position calls for an individual who is commercially driven, and will thrive within a dynamic, forward-thinking culture. Requirement You will be an accomplished Financial Adviser Manager and enjoy the networking and business development aspect of the role alongside delivering quality advice to HNW clients in this player/manager position. You will be professional yet affable and enjoy working with alongside colleagues in a collaborative manner. Ideally, you will: • Hold Chartered qualifications and have the technical ability to deal with complex client needs., • Have your own clients you are able to bring with you. Why join? It is a fantastic time to join our client who are growing and going from strength to strength. There will be plenty of scope for further career progression along your journey with them. They also have the added bonus of being culture focussed and as such great people to work with. What next? If you believe this role could be for you then please either apply or get in touch to find out more!

Mortgage Sales Manager Job in the City of London\n\nIf you are an experienced leader of Mortgage Advisers and looking for a Mortgage Sales Manager job where you can genuinely shape adviser performance, this opportunity offers an exciting next step in a growing national business.\n\nYou will be joining a rapidly expanding advisory firm with a large population of self employed advisers. As part of their next phase of growth, they are investing in dedicated Sales Managers to drive productivity, coaching and development across their adviser teams.\n\nIn this hands on role, you will be responsible for supporting a sizeable group of Mortgage Advisers and Area Managers, focusing on practical coaching to enhance business planning, activity levels, conversion and protection results. You will not carry personal writing responsibilities, allowing you to fully dedicate your time to leading, motivating and developing the team.\n\nYou will be based from their City of London office, with regular field visits to maintain visibility and support across the region. With the business targeting continued adviser growth over the coming years, there is strong scope to progress as the structure expands.\n\nMortgage Sales Manager Requirements\n\n * Essential - Proven experience managing or coaching Mortgage Advisers\n\n * Essential - Mortgage qualification such as CeMAP or equivalent\n\n * Essential - Track record of improving adviser performance against targets\n\n * Desirable - Background working with self employed adviser models\n\n * Desirable - Experience overseeing multi site or regionally dispersed teams\n\nThe Company\n\nOur client is a fast growing financial advisory firm with a national footprint across insurance, mortgages and wealth. The business has expanded rapidly in recent years and continues to invest heavily in adviser development, leadership and training to support their ambitious growth plans.\n\nMortgage Sales Manager Benefits\n\n * Salary up to £45,000 with OTE of £60,000+\n\n * Performance related bonus based on agreed metrics\n\n * Office based in the City of London 4 days per week and 1 day from home (regular travel to see Advisers expected)\n\n * Opportunity to directly influence adviser performance and business results\n\n * Mileage or petrol support may be available for field visits\n\nLocation\n\nCity of London, suitable for candidates within reasonable commuting distance and comfortable with regular regional travel.\n\nIf you are a motivational leader who thrives on developing advisers and driving performance, please apply now for further details.\n\nLiability and Disclaimer\n\nWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in resp

Self-Employed Mortgage Adviser (Trainees welcome)\nLocation: Hammersmith or Mayfair – FT office based\nThis is a commission only high-impact, high-reward mortgage adviser sales role with high lead flow, and a proven model.\nPotential Earnings:\n£100k+ realistic in Year 1 (post-training)\n£150–200k+ Year 2 | Top performers £250k+\nCapricorn Financial is London’s highest-performing mortgage brokerage, and we’re hiring ambitious advisers who want serious earning potential. Whether you're already in mortgages or looking to change careers from estate agency, recruitment, financial sales or similar — if you’ve succeeded in target-driven environments, we want to hear from you.\nWhat We Offer:\n * 10–15 warm, qualified leads every week - FTSE 100 developers, premium estate agents, and exclusive introducers\n * Full in-house support - Providing training and CRM tools to manage admin, protection, VOI, dashboards\n * Industry-leading tech stack - Smartr365, Docusign, automated onboarding\n * Fast-track sales training + 1-to-1 coaching\n * High-performance, energetic team culture\n Serious environment with serious results\nWho are we looking for?\n * Mortgage advisers, estate agents, recruiters, and financial sales pros\n * Trainees and career changers welcome — if you’ve worked to targets and closed deals\n * Commission-based mindset — paid on performance, not presence\n * CeMAP or RO1 qualified or actively studying\n * Driven, coachable, and ready to build a £100k+ income fast\nApplicants must have the right to work full-time in the UK without current or future sponsorship.\nClosing date for applications will be Friday 8th May. Due to high application volumes, we will only contact shortlisted candidates

Self Employed Protection Insurance Adviser (Trainees welcome)\nLocation: Hammersmith – FT Office-based\nCapricorn is London’s largest independent mortgage brokerage and one of the UK’s fastest-growing financial consultancies. With offices in Hong Kong, Singapore, and Shanghai, we operate in high-value property finance and protection markets — and we’re looking for exceptional people to own and grow our protection business.\nThis is a commission only high-impact, high-reward protection sales role with hot inbound leads, no cold calling, and a proven model:\n * £1,000+ per policy (typical)\n * Clients who need you — not who need convincing\n * Advisers feeding you qualified leads daily\nRealistic OTE:\n * Year 1: £30,000–£50,000\n * Year 2: £80,000–£120,000\n * Year 3: £150,000+\n * Year 4: £175,000+\nWhat You’ll Be Doing:\n * Convert live, qualified mortgage leads into protection business — no cold sourcing\n * Work closely with your adviser pod to maximise referral volumes and retention\n * Deliver honest, client-first advice with precision, urgency, and follow-through\n * Own your pipeline — from contact to completion\n * Learn, grow, and earn — with clear targets and ongoing coaching\nWhat You Bring:\nWe’re not hiring on years of experience. We’re hiring on attitude, accountability, and commercial instinct.\nYou might be:\n * A sales professional looking to be paid what you’re worth\n * A former recruiter, estate agent, or BDM who owned their numbers\n * A protection adviser who wants a bigger platform\nEssential characteristics:\n * Commercial hunger & performance mindset\n * Clear understanding of income = activity\n * Able to work fast, handle multiple cases, and follow through\n * Confident communicator who builds trust\n * RO5 qualified (or willing to complete pre-start)\nWhy Capricorn?\n * No cold calling — warm referrals from 150+ introducers + 70+ advisers\n * Top-tier tech: Smartr365, Openwork product suite, admin support\n * Real coaching — not just onboarding\n * Earn more, faster — we reward delivery, not tenur\nApplicants must have the right to work full-time in the UK without current or future sponsorship.\nClosing date for applications will be Friday 8th May. Due to high application volumes, we will only contact shortlisted candidates

Your new company\n\nFinancial Services organisation in London: Prior industry experience in London Financial Services is preferrable for this role.\n\nYour new role\n\nAs HR Business Partner / Employee Relations, you will operate as a trusted adviser to Heads of Department and senior leaders, aligning people strategies with business objectives while taking ownership of complex and sensitive employee relations matters across the organisation.This is a hands‑on HRBP role combining strategic business partnering with end‑to‑end ER case management. You will lead workplace investigations, support organisational change initiatives and ensure all employee relations activity is compliant with UK employment legislation and internal policy.\n\nKey responsibilities include:\n\nManaging end‑to‑end disciplinary, grievance and appeal investigations, delivering thorough and timely outcomes\nAdvising managers on disciplinary and grievance procedures in line with UK employment law\nConducting factfinding investigations, interviews and evidence reviews, producing clear and well‑reasoned reports\nHandling high‑risk and complex ER cases, including misconduct, performance and regulatory matters\nSupporting organisational restructures, including consultation planning, selection criteria and individual consultations\nPartnering with leaders on workforce planning, performance management, organisational design and culture initiatives\nSupporting organisational change programmes, ensuring fairness and legal compliance\nLiaising with external counsel on employment tribunals, settlement agreements and regulatory matters where required\nIdentifying ER trends and providing insight to HR leadership to inform policy and organisational improvements\nWhat you'll need to succeed\n\nTo be successful in this HR Business Partner / ER role, you will:\n\nHave proven experience in an HRBP or senior ER role, managing complex employee relations cases end‑to‑end\nDemonstrate strong working knowledge of UK employment legislation\nBe confident advising senior stakeholders and Heads of Department\nHave experience supporting organisational change and restructuring programmes\nBe highly credible, resilient and comfortable operating in a regulated environment.\nBe able to balance strategic HR input with hands on ER delivery\nBring excellent investigation, influencing and report writing skillsWhat you'll get in return\n\nIn return, you'll receive:\n\nExposure to complex, high value ER and HRBP work within a professional environment\nThe opportunity to partner closely with senior leaders and shape people outcomes\nA collaborative HR team and engaging stakeholder group\nA role that offers genuine impact, visibility and professional challengeApply now\n\nIf you're an experienced HR Business Partner or Employee Relations specialist looking for your next fixed‑term opportunity in a high‑calibre environment, we'd love to hear from you. Apply today to discuss this role in confidence and take the next step in your HR career.\n\nHays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

FD for a private property investment business with assets in UK & US Your new company A privately owned property investment business with a growing and diverse portfolio across the UK and the United States. The organisation operates with a long-term, value-focused approach and is expanding its investment activities, requiring a commercially astute Finance Director to lead all financial strategy and operations. Your new role As Finance Director, you will take full ownership of the group’s financial management, strategy, controls, and reporting across multiple entities in the UK and US. You will act as a key adviser to the owners, shaping financial decision-making, ensuring strong governance, and driving performance across the property portfolio. This is a hands-on leadership role requiring both strategic capability and operational delivery. Duties • Lead the development and execution of the group’s financial strategy., • Financial Reporting & Governance, • Oversee accurate monthly, quarterly, and annual reporting for multi-entity, multi-currency operations., • Property Investment & Portfolio Finance, • Treasury, Tax & Risk, • Manage cashflow, liquidity, currency exposure (GBP/USD), and capital allocation., • Senior finance leadership experience within a property investment, real estate, or private equity-backed environment., • Ability to manage outsourced accounting services in different juristictions, • Proven ability to operate in entrepreneurial or privately owned businesses. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. # 3876729

Junior Financial Planner London / South East (Hybrid) Up to £75,000 + Bonus + Excellent Benefits A leading private banking and wealth management firm is looking to appoint a Junior Financial Planner to join its Wealth Management team. This is an excellent opportunity for a developing adviser or experienced paraplanner looking to step into a client-facing role, working alongside senior professionals and gaining exposure to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. Key Responsibilities: • Support senior advisers in managing HNW/UHNW client relationships, • Attend client meetings and contribute to financial planning discussions, • Assist in delivering holistic advice across pensions, investments, and tax planning, • Work closely with internal specialists to develop tailored solutions, • Build understanding of client objectives, risk profiles, and suitability requirements, • Support new business development activities About You: • Background in paraplanning, financial planning, or wealth management, • Experience supporting or working with HNW clients is advantageous, • Diploma qualified (Level 4 minimum), ideally progressing towards Chartered, • Strong communication skills and desire to move into a client-facing role, • Ambitious, professional, and eager to develop Package: • Salary up to £75,000, • Bonus and full benefits package, • Hybrid working Candidates must have a minimum of three years’ experience working as a Paraplanner and demonstrate a strong technical understanding of financial planning. Applicants should be either fully Chartered or within two exams of achieving Chartered status, with a clear commitment to completing their qualifications. This role offers a clear pathway into a fully-fledged Financial Planner position within a highly respected and supportive environment.

Reward Manager | Wealth & Investment Management | London (Hybrid) £75,000-£85,000 We are working with a leading wealth and investment management firm to recruit a Reward Manager. This is a hands-on, strategic role supporting the design, governance, and delivery of reward programs across multiple entities. Role Overview: Reporting to the Chief People Officer, you will manage core reward activities including salary and bonus reviews, adviser and variable pay, benefits management, payroll oversight, benchmarking, and reporting. You will provide expert guidance to senior leaders and colleagues across People & Culture, Finance, and Payroll, ensuring reward strategies are aligned with business objectives, market practice, and regulatory requirements. Key Responsibilities: • Lead and coordinate annual pay and bonus cycles, off-cycle reviews, and retention cases., • Manage variable pay and adviser remuneration schemes with clear governance and compliance., • Support development and implementation of compensation and benefits strategies across multiple entities., • Conduct benchmarking, job evaluation, and pay analysis to inform decisions., • Oversee benefits arrangements to ensure competitiveness, cost-effectiveness, and alignment with employee needs., • Provide reporting, analysis, and guidance to support senior leaders, committees, and governance requirements., • Support reward aspects of M&A activity, including due diligence and integration planning. What We’re Looking For: • Experience in compensation and benefits, ideally within financial services or wealth management., • Strong technical knowledge of reward frameworks, variable pay, and benefits., • Analytical mindset with attention to detail and commercial judgement., • Effective stakeholder management across multiple teams and seniority levels., • Ability to combine strategic thinking with hands-on execution.

We are working with a leading international law firm on an exciting opportunity for a 2–6 PQE Restructuring & Insolvency Solicitor to join its London team. This firm is recognised for its innovative approach, strong sector focus, and award-winning culture, with a reputation for combining technical excellence with commercial, solutions-driven advice. With a truly international platform, it advises major financial institutions, investors and corporates on complex, high-profile matters. The Opportunity You will work at the heart of the UK restructuring and insolvency market, advising leading banks, private equity houses, specialist investors and corporates on complex, fast-moving mandates. From debt refinancings and restructurings to distressed M&A and special situations, this role offers exposure to market-leading, high-impact work. What You’ll Do • Advise on debt refinancings, restructurings and distressed debt transactions, • Support clients on business restructurings, asset disposals and special situations, • Act on UK and cross-border insolvency matters, including administrations, CVAs and restructuring plans, • Draft and negotiate a wide range of restructuring, security and finance documentation, • Deliver clear, pragmatic advice in time-critical and complex scenarios, • Build strong client relationships and collaborate across a national and international network About the Team You will join a highly regarded restructuring practice advising across key sectors including: • Financial Services, • Infrastructure, • Retail, • Professional Practices The team is known for its technical strength and innovative approach, and is a trusted adviser on complex and high-profile mandates. Candidate Requirements • 2–6 years’ PQE with experience in restructuring and insolvency, • Strong technical grounding across insolvency processes and restructuring transactions, • Experience gained at a leading regional, national or international firm, • Exposure to both contentious and non-contentious restructuring work is advantageous, • Strong drafting, analytical and communication skills, • Commercially minded with the ability to provide clear, solutions-focused advice, • A collaborative approach and strong attention to detail This is an excellent opportunity to join a high-performing, forward-thinking team with outstanding work quality and genuine long-term career development. If this has caught your interest, I’d love to hear from you. You can apply via the link or contact me directly at or 020 3778 2207.

Corporate Real Estate Lawyer, Associate, London Greenway Search are delighted to be working with a leading International Law Firm, based in London. This leading progressive global law firm has built a reputation over more than two centuries for delivering exceptional standards of service and commercial insight. The firm acts as a trusted adviser to some of the world’s most prominent corporates, financial institutions, and governments across all areas of commercial law. With offices across Europe, the Middle East, Asia, and Australia, the firm offers the reach, resources, and career opportunities of a truly integrated international network. Its culture is underpinned by core values of excellence, collaboration, and innovation—qualities that define both how the firm serves its clients and how it develops its people. A progressive mindset drives the firm’s approach to problem-solving. It embraces fresh perspectives, exploring new ways to deliver value to clients and shape the future of legal services. The firm’s forward-thinking strategy is reflected in its industry-leading initiatives that combine traditional legal expertise with cutting-edge solutions and consulting services. The Real Estate Team The firm’s Real Estate practice is recognised as a market leader, advising on many of the most high-profile and complex property transactions in the UK and internationally. The London team consistently ranks at the top of major legal directories for its expertise and client service. The team’s work spans the full spectrum of real estate matters, including: • Major office, retail, and leisure developments, • Residential and mixed-use regeneration schemes, • Hotels and industrial portfolios, • Large-scale investment, development, and asset management transactions, • Clients include institutional investors, developers, funds, corporates, and public sector bodies, offering exposure to a diverse and dynamic range of mandates. The Opportunity The firm is seeking a Real Estate Associate (2–5 PQE) to join its highly regarded London team. This is an outstanding opportunity to work alongside leading practitioners on landmark transactions and to build your expertise within a top-tier, collaborative environment. Key Responsibilities Transactional Work: • Advise on acquisitions, disposals, development projects, lettings, and asset management matters., • Draft, review, and negotiate key real estate documents, including sale and purchase agreements, leases, development agreements, and related contracts., • Manage your own matters with appropriate supervision, ensuring efficient progress and excellent client service. Client Engagement: • Act as a day-to-day point of contact for clients, delivering clear, commercially focused advice., • Develop a strong understanding of clients’ business objectives and tailor advice to meet their strategic needs., • Contribute to business development initiatives, including client pitches, presentations, and relationship-building activities. Teamwork and Development: • Work closely with partners, senior associates, and other team members on complex transactions., • Support and mentor junior colleagues, sharing knowledge and fostering a culture of collaboration., • Participate in training, knowledge-sharing, and firmwide initiatives to support professional growth. Quality and Risk Management: • Maintain the highest standards of technical accuracy and attention to detail., • Adhere to the firm’s rigorous quality and risk management protocols., • Identify potential issues proactively and escalate them appropriately. Skills and Experience: • Qualified solicitor (England & Wales) with 2–5 years’ post-qualification experience in real estate law, ideally gained at a leading law firm., • Strong experience in investment, development, and asset management transactions., • Excellent drafting, negotiation, and analytical skills., • Commercially astute, with a sound understanding of market trends and sector drivers., • Organised, proactive, and able to manage multiple priorities in a fast-paced environment., • A collaborative team player with a client-focused approach and a commitment to excellence., • Enthusiastic about professional growth and contributing to a high-performing, innovative practice. To apply or to confidentially discuss this position further, please contact or via phone: 07944 999 465 * All Conversations are treated in the strictest of confidence*

🏡 Mortgage Adviser – London (Employed & Self-Employed Options Available) We are currently recruiting for Mortgage Advisers to join a growing and well-established financial services business in London. This is an excellent opportunity for both experienced advisers and driven individuals looking to maximise their earning potential within a supportive and flexible environment. 💼 The Role: You will be responsible for providing tailored mortgage and protection advice to a range of clients, from first-time buyers to experienced property investors. The role offers access to high-quality leads alongside the ability to build and develop your own client bank. 🔑 Key Responsibilities: • Provide expert mortgage and protection advice, • Manage the client journey from initial enquiry through to completion, • Build and maintain strong client relationships, • Ensure compliance with all regulatory requirements, • Proactively generate new business opportunities ✅ What We’re Looking For: • CeMAP qualified (or equivalent), • Experience as a Mortgage Adviser (preferred but not essential for strong candidates), • Strong communication and relationship-building skills, • Self-motivated with a proactive approach to business development, • Ability to work independently and as part of a team 🌟 What’s on Offer: • Employed and self-employed options available, • Competitive commission structure with uncapped earning potential, • Lead source provided (depending on model), • Flexible working arrangements, • Ongoing training, development, and support, • Clear progression opportunities 📍 Location: London (hybrid/remote options available)

An international law firm is seeking an experienced Divisional Business Manager to support one of its core practice groups across the EMEA and US regions. This is a senior business partnering role, working closely with divisional leadership to drive strategy, operational effectiveness and financial performance. You will take day‑to‑day ownership of the division's financial management, with a primary focus on the UK and CEMEA regions, and collaborate closely with an APAC‑based counterpart to ensure global alignment. This role offers significant exposure to senior stakeholders within a highly commercial, fast‑paced and international environment. The Role You will act as a trusted commercial adviser to divisional and practice leadership, with responsibility for: • Owning divisional financial performance, including P&L management, budgeting, forecasting and long‑term planning, • Providing commercial insight and challenge to senior stakeholders to support strategic decision‑making, • Advising partners on matter pricing, profitability and fee proposals, working closely with Pricing, Finance and Business Development teams, • Developing financial plans for complex client matters, including alternative pricing models, resourcing assumptions and service delivery options, • Monitoring performance post‑matter inception, challenging recovery rates and resourcing decisions where required, • Tracking activity levels and capacity across the division, identifying risks, opportunities and inefficiencies, • Overseeing working capital and lock‑up, partnering with central finance teams to manage exposure and resolve aged balances, • Attending divisional and practice leadership meetings and ensuring follow‑through on agreed actions, • Supporting recruitment and workforce planning in partnership with HR, ensuring hiring decisions are commercially robust, • Ensuring compliance with global policies, governance standards and regulatory requirements About You • Qualified finance professional (ACCA, CIMA, MBA or equivalent), • Strong commercial and financial acumen with a proven business‑partnering background, • Experienced at influencing and advising senior leaders, • Confident communicator with excellent stakeholder management skills, • Professional services or legal sector experience needed Why Apply? • Senior, visible role with real strategic influence, • Exposure to global leadership and complex, high‑value work, • Flexible, hybrid working and a strong benefits package, • Inclusive, values‑driven culture with clear development pathways If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.

ROLE OVERVIEW // We are seeking a highly capable Pricing Manager to join our team at the firm’s London head office reporting to the Senior Pricing and Analytics Manager. The Pricing and Analytics team provides analysis, insight and strategic advice to enhance commercial outcomes and strengthen client relationships. The Manager will lead pricing‑focused initiatives, acting as a trusted commercial adviser to Partners and work closely with teams across Finance & Business Development. The role requires operating to an exceptionally high standard, often under tight deadlines, while offering the opportunity to shape the firm’s commercial strategy and broaden the successful candidate’s expertise. KEY RESPONSIBILITIES // The key responsibilities of this role are set out below and there may be others which are not listed. You may be required on occasion to work outside our normal working hours of 9:30am to 5:30pm. Client & Matter Pricing • Advise on financial and commercial aspects of client pitches, including rate modelling, alternative fee arrangements, value‑add proposals and negotiation strategies., • Pricing champion: Act as an advocate for pricing excellence across the firm; help teams optimise the use of pricing data, tools and guidance., • Market awareness: Maintain internal and external networks to monitor developments in the legal market; conduct research using public sources., • Training: Design and deliver pricing‑focused training to Partners, Associates and the Commercial team., • Know‑how: Contribute to best practice materials, templates, tools and a central knowledge repository., • Rigour and consistency: Ensure pricing support delivered across the team is coordinated, consistent and aligned to firm standards. CANDIDATE PROFILE // Candidates for this position must have: Pricing Expertise • Insight and delivery: Identify actionable commercial insights and lead projects that enhance profitability and client value., • Commercial awareness: Strong understanding of economic drivers in professional services and the levers that influence returns., • Creative and analytical approach: Balance the art and science of pricing with accuracy, rigour and attention to detail., • Excellent communicator with credibility, emotional intelligence and adaptability. Capable of influencing senior stakeholders and acting as a trusted commercial advisor., • Strong understanding of law firm economics, pricing principles and fee arrangements., • Advanced data analysis and visualisation capabilities; expert proficiency in Excel., • Strong time management and organisational skills, with the ability to manage competing demands under pressure., • Proven project management skills. We welcome applications irrespective of race, colour, ethnic or national origin, disability, sex, gender identity, sexual orientation, age, religion, belief or marital status.

Location: London | In-office Salary: £90,000 - £100,000 basic plus bonus & equity The opportunity Our client is a high-growth, profitable technology firm providing SaaS tools to the global financial and strategic advisory sectors. They are seeking a Customer Success Lead to join their London headquarters. This is a pivotal, hands-on IC role focused on the strategic implementation and long-term adoption of complex software across large-scale, global organisations. In this role, you will act as a bridge between technical product capabilities and the real-world needs of senior investment and advisory professionals. Why this role? • Strategic partnership: Manage relationships with senior stakeholders at Tier 1 global firms, acting as a trusted adviser on digital transformation., • Scale and impact: Lead the rollout of technology to thousands of users across international offices, ensuring the platform becomes a core part of their daily operations., • Influence the roadmap: Act as the internal voice of the customer, working directly with product teams to ensure user feedback drives future developments., • Career trajectory: Join a lean, high-calibre team with a clear path towards senior management as the function expands. What you’ll be doing • Implementation management: Oversee the end-to-end deployment of the platform, from initial onboarding to full-scale organisational adoption., • Relationship building: Maintain and grow deep partnerships with key accounts, ensuring high levels of satisfaction and retention., • Workflow optimisation: Design and deliver training initiatives that help users integrate new tools into their existing processes., • Operational insight: Use data and analytics to monitor platform health, identify trends, and proactively address potential friction points., • Cross-functional collaboration: Partner with sales and engineering teams to align customer needs with the company's long-term commercial goals. What success looks like Within the first year, you will have successfully embedded the platform into the core workflows of several major global accounts. You will be seen as an expert by your clients, and your insights will have directly resulted in measurable improvements to the product. By helping users automate the most repetitive aspects of their work, you will have fundamentally changed how they approach complex processes. About you Our client hires individuals who can demonstrate a genuine understanding of the pressures and workflows within the professional services and private equity sectors. • Background: You likely have 2+ years of experience in management consulting or private equity., • Technical curiosity: You have a strong interest in emerging technology and a clear view on how automation is reshaping professional industries., • Analytical skills: You are comfortable working with data to drive decision-making and possess the ability to navigate technical environments., • Communication: You are a confident presenter and a highly responsive communicator, capable of holding your own in conversations with senior executives., • Work ethic: You thrive in fast-paced, autonomous environments where quality and operational excellence are the standard.

Deputy Editor We're looking for a sharp and organised Deputy Editor to join our New Model Adviser team. As a key partner to our Editor, you will play a vital role in shaping our coverage of the UK financial advice market - from pensions and investments, to how businesses hire staff and the rules they must follow. We are focused on high-quality, exclusive coverage that goes beyond press releases, and you'll be at the heart of our newsroom, helping a talented team of reporters turn raw ideas into must-read stories. This is a role that requires a keen news eye and the ability to build influential relationships. It’s an exciting opportunity to drive the editorial direction of a market-leading title while developing your own high-impact features and data-led investigations. What you'll be doing: • Working alongside the Editor to generate exclusive, high-impact coverage of the financial advice space and ensuring all copy is edited to the highest standard., • Building strong relationships with our reporters to help them shape their ideas, refine their angles and push their articles further., • Developing your own original stories and features by building relationships with senior industry figures and extracting insights from our data., • Organising key elements of our news and features coverage, including setting clear deadlines, word counts, and editorial direction for contributors., • Acting as a key face of NMA by maintaining and building relationships with senior leaders across the financial advice space. What we're looking for: • Editorial Experience: Demonstrable experience in a similar role at a trade or national (full-time or freelance) at a senior level., • Sharp Editing Skills: A meticulous eye for detail and the ability to elevate copy, ensuring it resonates with a professional audience., • Highly Organised: A natural coordinator who can manage deadlines and editorial schedules., • Relationship Builder: Confident and professional, you are comfortable engaging with senior industry figures and collaborating across internal teams., • Data Literate: Comfortable working with numbers and data to uncover trends and drive original reporting. Meet Citywire We cover - and connect - all sides of the $100 trillion global asset management industry - through our news, events and insights. At Citywire, we uphold a culture rooted in honesty, integrity, and fairness, where every voice is valued and heard. Our culture promotes constructive dialogue and collaboration on a global scale. Join the team at the forefront of the global asset management industry. Our perks: • Generous holiday entitlement: Start with 25 days per annum, increasing to 28 days after three years' service, and 30 days after five years' service, in addition to bank holidays., • Flexible working options., • Annual allowance for well-being activities or gym memberships, with assistance available for monthly or annual costs., • Eye-test and glasses allowance., • Competitive private pension scheme., • Critical illness cover and group life assurance from day one of employment., • Well-being support: Access to an independent Employee Assistance Programme, available 24/7., • Cycle to work scheme and annual travel card loans., • Techscheme: Purchase the latest tech through our employer scheme, spreading the cost over 12 months with National Insurance savings., • After two years of continuous service, access group income protection, private medical, and dental insurance. Citywire is an equal opportunities employer.

The Company: A well respected and professional wealth management firm with ambitious growth plans The Role: The Sales Support Associate will assist the Business Development Team in the delivery of nurturing adviser relationships on behalf of the Wealth Management company. This role is a Business Development Client Services support focussed role and does NOT require a person who wants to develop towards a BDM role. The Sales Support Associate supports the Business Development Team to ensure that all sales opportunities are followed up and IFA clients are provided with relevant and timely information, ensuring effective communications with IFAs. The Sales Support Associate will be confident on working with CRM systems. The Sales Support Associate will maintain the standard due diligence question bank. Complete any due diligence requests from financial advisers. Help with the organisation of sales events, selecting venues, tracking invitations and logistics. The Sales Support Associate will be proactive in developing your knowledge of the Wealth Management industry and the IFA market. The Sales Support Associate will carry out any other relevant duties within the remit of the role and as reasonably directed by management. Be proactive in developing your knowledge of the industry, the market and relevant skills. Conduct annual and interim performance reviews including setting of performance and personal/professional goals, within the Firm’s timescales. The Candidate 1-3 years Sales Support or Business Development support experience within Wealth Management or Asset Management, or Client Services experience working with IFAs in some capacity. Familiar with CRM systems Attention to detail and a Hard worker. Confident on the phone and highly personable. Enjoys working in a busy and proactive environment. Understand the Regulatory and Compliance requirements and processes relevant to this Role.

Interim Real Estate Finance Counsel (£190 - £210k) Leading Global Investment Bank – London Commercial Real Estate (CRE) Desk Overview A leading global investment bank is looking to hire an experienced Real Estate Finance Lawyer to support its London‑based Commercial Real Estate (CRE) business. The role is embedded with the business, providing hands‑on legal support on complex, high‑value real estate finance transactions. This is a highly commercial, front‑office‑adjacent role, suited to a lawyer who enjoys close alignment with deal teams and is interested in a longer‑term platform opportunity rather than purely transactional cover. Role & Responsibilities The successful candidate will act as the primary legal adviser to the CRE desk, with responsibility for: • Advising on commercial real estate origination transactions, • Supporting CMBS transactions, • Working on large‑ticket, sponsor‑led financings (not volume or small‑loan work), • Assisting with bespoke and non‑standard deal structures, • Increasing exposure to back‑leverage structures (experience helpful, not essential), • Providing pragmatic, solutions‑focused advice to support deal execution Candidate Profile Essential • Qualified lawyer with solid real estate finance experience, • Experience gained in top‑tier private practice and/or a financial institution, • Familiarity with working on transactions for large, sophisticated sponsors, • Comfortable operating in a fast‑paced, business‑embedded environment, • Previous in‑house or secondee experience embedded with a deal team, • Exposure to CMBS and/or structured real estate finance, • Broader leveraged or structured finance experience (useful given the bespoke nature of transactions) Working Model • Location: London, • Working pattern: Ideally 5 days per week, hybrid working., • Start date: Immediate start preferred, due to ongoing deal flow

Chief Operating Officer PE-Backed, High-Growth Financial Services Platform We are partnering on a retained basis with a private equity-backed financial services group that has experienced significant growth through a combination of strong organic performance and a highly active acquisition strategy. With continued investment and an ambitious growth plan, the business is now seeking to appoint a Chief Operating Officer to help scale the platform, strengthen governance and support the integration of multiple acquired businesses. This is a pivotal, growth-phase appointment and is being conducted as a confidential, exclusive search given the seniority and market sensitivity of the role. The Role Reporting to the CEO and working closely with the Board and private equity investors, the COO will play a central role in shaping and executing the next phase of the business’s growth. The focus of the role is to build and embed a scalable operating model across a multi-entity, regulated organisation, while maintaining performance and cultural alignment through continued expansion. Key responsibilities include: • Designing and implementing operating structures, governance frameworks and reporting cadence to support continued acquisitive growth, • Leading the integration of acquired businesses, including operational alignment, cultural integration and adviser engagement, • Strengthening systems, processes and organisational structure to enable scalability, • Supporting both organic and acquisitive growth initiatives across the business, • Acting as a key interface between the executive team, Board and private equity investors, • Taking ownership of operational delivery across a complex, multi-site environment Candidate Profile We are seeking individuals who have operated within high-growth, acquisition-led environments and have played a key role in scaling operational capability as a business increases in complexity. Candidates will typically demonstrate: • Experience in a senior operational leadership role (COO, Operations Director, Divisional COO or equivalent) within a scaling organisation, • A strong track record of post-acquisition integration, including both operational and cultural alignment, • Experience building or evolving operating models, governance frameworks and organisational structure, • Exposure to private equity environments, including working with investors, boards and governance processes Sector Background Direct experience in wealth management or financial advice is preferrable but not essential. We are also interested in candidates from: • Accountancy and professional services consolidators, • Insurance or broking platforms, • Other regulated, multi-entity environments, • PE-backed technology or services businesses with acquisitive growth models What Will Set You Apart • Ability to operate as both a strategic partner and hands-on delivery leader, • Strong stakeholder engagement skills, with experience influencing senior leaders and client-facing teams, • Experience working in environments where pace, change and competing priorities are constant, • A pragmatic, people-led approach to driving integration and change, • This is a rare opportunity to join a business at a critical stage of its growth journey and play a defining role in shaping its operational platform and long-term success.

Governance Manager Location: Hybrid – Central London + homeworking Contract: Full-time, permanent Salary: £51,879 MLC Partners is working with a respected UK charity, to appoint a Governance Manager into a pivotal role at the heart of the organisation. This is an excellent opportunity for an experienced charity governance professional who wants to shape governance strategy, strengthen board effectiveness, and support leadership in a values-led, mission-driven environment. The role As Governance Manager, you’ll act as a trusted adviser to the Board of Trustees, Chair and senior leadership team, leading on governance and assurance across two entities. You’ll be responsible for delivering high-quality, best-practice governance that is practical, proportionate and aligned with the organisation’s strategic priorities. Working closely with the Director of People, Culture and Governance and the Director of Finance and Operations, you’ll also support organisational risk management and policy assurance at executive and board level. Key responsibilities: • Act as Board Secretary, providing expert support to the Board and committees, • Lead the annual governance cycle, including planning, meeting schedules, agendas, papers and minutes, • Ensure actions and decisions are tracked effectively and followed through, • Maintain accurate governance and statutory records, including regulatory filings and registers, • Own and develop group-level governance frameworks, policies and standards, • Partner with their subsidiary Board Secretary to ensure consistency and proportionate assurance across the group, • Advise trustees, NEDs, CEOs and senior leaders on legal, regulatory and fiduciary responsibilities, • Monitor developments in charity law, company law and governance best practice, translating them into practical guidance and training, • Support oversight of organisational risk frameworks and governance-related policy compliance, • Lead the three-yearly independent governance review and implementation of recommendations, • Drive board development, including succession planning, skills audits, recruitment, induction and training, • Manage conflicts of interest processes and support strong governance culture, • Champion equity, diversity, inclusion and belonging (EDIB) at board level, • Lead and mentor the governance team, fostering a collaborative and high-performing environment About you: You’ll bring substantial experience in a governance or company secretarial role, ideally within the not-for-profit sector, and be confident operating at board level. • Strong knowledge of charity and corporate governance frameworks, legal duties and regulatory requirements, • Experience implementing and improving governance practice, • Excellent communication skills, with the ability to translate complex governance matters into clear, concise papers and minutes, • Strong organisation and attention to detail, with the ability to manage multiple priorities, • Sound judgement and discretion when handling confidential information, • A commitment to social justice and EDIB For a further confidential conversation about this role and your search, please contact Annabelle at MLC Partners. Applications close 20th April. We particularly welcome applications from individuals with lived experience of financial insecurity or those from underrepresented communities, including Black, Asian and minoritised ethnic groups, disabled people, and LGBTQIA+ individuals

Who we are: Global Blue by Shift4 Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payment ecosystems around the world. Powering billions of transactions annually for hundreds of thousands of businesses, Shift4 recently expanded its geographic reach and capabilities with the acquisition of Global Blue, the leader in tax-free shopping solutions. For more information, visit . What you will do. A glimpse in your role: As a Senior Legal Counsel within the Global Blue Shift4 Legal Services Team, Europe, you will act as a trusted legal partner to the business, supporting Shift4’s continued growth across its expanding European operations. You will provide practical, risk‑aware and commercially focused legal advice, ensuring compliance with company policies and relevant regulations in a dynamic fintech environment. You will work closely with sales, product, security, compliance and other cross‑functional teams, contributing directly to complex commercial negotiations across Shift4’s international operations. Your responsibilities include: • Strategic commercial advisory: Act as a trusted adviser to Shift4’s commercial businesses, providing proactive, business‑focused legal guidance to drive growth and innovation across European operations., • Business support & daily legal operations: Support the Deputy General Counsels, Europe, in handling day‑to‑day legal enquiries from all European business units, delivering timely and practical solutions that enable commercial success., • Commercial contracts & negotiations: Negotiate and draft a wide range of complex commercial contracts, including partnership and client agreements, ensuring effective risk management while advancing business objectives., • Contract governance & external counsel management: Advise on contract management and oversee the efficient and cost‑effective use of external counsel to deliver high‑quality legal outcomes., • Provide expert legal counsel on relevant regulatory frameworks, including financial services regulation, data protection and privacy, and other applicable frameworks relevant to TFS activities, safeguarding Shift4’s commercial and legal interests., • Cross‑functional collaboration: Partner closely with commercial teams and internal stakeholders to support deal structuring and drive key initiatives across the European business., • Global legal collaboration: Work in partnership with the global legal risk and compliance team (50+ professionals across North America, Europe, and APAC) to help build a respected, effective legal, risk and compliance function delivering high‑quality commercial legal advice in a complex international environment. Every action has an impact. You will make a difference here if you are: • Commercially minded and pragmatic, able to balance legal risk with business objectives., • A trusted partner to the business, providing proactive, solution‑oriented legal guidance., • Comfortable working in a fast‑paced, international and matrix environment., • A clear and confident communicator, able to influence stakeholders at different levels and constructively challenge when needed., • Proactive and accountable, with strong ownership and sound judgment., • A collaborative team player, within the legal function and across cross‑functional teams., • Genuinely interested in innovation, technology and financial services. Key competencies to empower your journey. You'll drive towards success if: • Law degree., • Minimum 5 years’ legal experience in fintech, tax free shopping, or related commercial environments., • Strong background in corporate and commercial law., • Experience negotiating and drafting complex commercial contracts, ideally in fintech, TFS or payments environments., • Solid knowledge of relevant regulatory frameworks, including financial services and/or TFS-related regulations, as well as data protection & privacy., • Proven ability to manage external counsel and contract governance., • Excellent drafting and negotiation skills., • Fluent English (written and spoken)., • Additional language skills are a strong advantage. Equal Opportunity Global Blue by Shift4 is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression. Important Notice for Applicants Job-related scams are becoming increasingly common. To stay safe, please follow these guidelines when applying: • Submit applications only through official Global Blue channels. We do not use any third-party services or platforms for recruitment., • Always verify emails or LinkedIn messages. Ensure communications come from official @globalblue.com addresses or certified Global Blue recruiters/employees., • We will never ask for payment or personal financial information during the hiring process. If anyone requests this, it is a scam—report it immediately.

Corporate Tax Associate (1-3 PQE) Location: London Working pattern: Hybrid Salary: Competitive, market-leading package The Firm: A leading international law firm advising HNW individuals, founders, family offices, and privately owned businesses across multiple jurisdictions. The firm is recognised for its collaborative, high-performance culture and long-term approach to both client relationships and career development. Its corporate and tax teams work closely together, advising on complex UK and cross-border matters across a broad range of sectors. The Team: This team works at the centre of entrepreneurial and private capital activity, advising founders, business owners, and investors on structuring their business and personal affairs for growth, efficiency, and long-term value. Their work spans: • Business and investment structuring, • Day-to-day strategic and commercial advice, • Ongoing “trusted adviser” support to leadership teams, • Transactional and governance matters, • Clients operate across sectors including technology, healthcare, financial services, retail, hospitality, media, and manufacturing. The Opportunity: This is a strong opportunity for a Corporate Tax Solicitor (1-3 PQE) to step into a highly active and growing team. You will take on early responsibility, work closely with senior stakeholders, and advise on both UK and international matters. The role offers a clear path for progression within a well-regarded and expanding practice. Key Responsibilities: • Advise UK and international clients on corporate tax matters, • Support and lead on cross-border structuring and investment projects, • Provide integrated advice across tax, legal, and commercial considerations, • Draft tax documentation, including deeds, warranties, and financing arrangements, • Advise on tax aspects of corporate transactions, • Assist in designing and implementing efficient business structures, • Build strong relationships with founders, entrepreneurs, and management teams Skills & Experience: • Qualified Solicitor (England & Wales), 1-3 PQE, • Solid experience in corporate tax and transactional work, • Strong understanding of UK and cross-border tax structuring, • High standard of drafting and technical ability, • Confident communicator, comfortable in client-facing situations, • Commercial, pragmatic, and solutions-focused approach, • Collaborative mindset and strong interpersonal skills Additional Experience (Desirable): • Management incentives (e.g. EMI, EIS), • Employment-related tax, including IR35, • Tax aspects of real estate transactions, • Investment funds and private capital structures, • Exposure to business development or intermediary relationships Why This Role: • High-quality, international corporate tax work, • Early and meaningful client exposure, • Clear progression within a growing team, • Close interaction with founders, investors, and decision-makers, • A modern, supportive, and high-performing environment

Job Title: Mortgage Broker / Mortgage Adviser Location: SW London £30,000 basic – attractive commission/all leads provided Our client is a well-established independent financial advisory firm based in SW London, providing bespoke mortgage advice, protection planning and estate services to clients across the UK. The team prides itself on clear, client-focused guidance and market-wide mortgage solutions. Role Overview As a Mortgage Broker / Adviser, you will work directly with clients to understand their financial circumstances and property goals, recommend appropriate mortgage products from across the market, guide them through the application process and deliver exceptional customer service throughout. You’ll be part of a friendly and supportive team helping clients with residential purchases, remortgages, buy-to-let and other mortgage solutions. Key Responsibilities • Conduct thorough client fact-find interviews to assess financial situation, borrowing needs and objectives., • Research and source suitable mortgage products from a wide panel of lenders, matching options to client requirements., • Provide clear, compliant mortgage advice and explain recommendations in client-friendly terms., • Prepare and present Key Facts Illustrations, suitability letters and compliance documentation., • Manage the full application journey - submit cases, liaise with lenders, solicitors and third parties, chase progress and handle any issues to ensure smooth completions., • Maintain accurate records of all client interactions and documentation in line with FCA regulations., • Build long-lasting client relationships with a focus on service quality and retention., • Collaborate with colleagues to support business growth and team targets. Skills & Qualifications • Fully qualified to give mortgage advice - CeMAP, CII or equivalent qualification (essential)., • Previous experience in mortgage broking, advising or financial services (preferred)., • Strong understanding of residential and buy-to-let mortgage markets., • Ideally experience of Life & Protection products, • Excellent communication and customer service skills., • Ability to work independently and as part of a team., • High standards of professional conduct and compliance awareness. Benefits • Competitive salary and uncapped commission structure., • Starting salary: £30,000, realistic OTE of £45,000 (well established advisers are earning £50-70k), • Ongoing training & development with opportunities for career progression., • Supportive, team-orientated working environment., • Pension scheme, company events and wellbeing programmes. Location: SW London £30,000 basic – attractive commission/all leads provided Our client is a well-established independent financial advisory firm based in SW London, providing bespoke mortgage advice, protection planning and estate services to clients across the UK. The team prides itself on clear, client-focused guidance and market-wide mortgage solutions. Role Overview As a Mortgage Broker / Adviser, you will work directly with clients to understand their financial circumstances and property goals, recommend appropriate mortgage products from across the market, guide them through the application process and deliver exceptional customer service throughout. You’ll be part of a friendly and supportive team helping clients with residential purchases, remortgages, buy-to-let and other mortgage solutions. Key Responsibilities • Conduct thorough client fact-find interviews to assess financial situation, borrowing needs and objectives., • Research and source suitable mortgage products from a wide panel of lenders, matching options to client requirements., • Provide clear, compliant mortgage advice and explain recommendations in client-friendly terms., • Prepare and present Key Facts Illustrations, suitability letters and compliance documentation., • Manage the full application journey - submit cases, liaise with lenders, solicitors and third parties, chase progress and handle any issues to ensure smooth completions., • Maintain accurate records of all client interactions and documentation in line with FCA regulations., • Build long-lasting client relationships with a focus on service quality and retention., • Collaborate with colleagues to support business growth and team targets. Skills & Qualifications • Fully qualified to give mortgage advice - CeMAP, CII or equivalent qualification (essential)., • Previous experience in mortgage broking, advising or financial services (preferred)., • Strong understanding of residential and buy-to-let mortgage markets., • Ideally experience of Life & Protection products, • Excellent communication and customer service skills., • Ability to work independently and as part of a team., • High standards of professional conduct and compliance awareness. Benefits • Competitive salary and uncapped commission structure., • Starting salary: £30,000, realistic OTE of £45,000 (well established advisers are earning £50-70k), • Ongoing training & development with opportunities for career progression., • Supportive, team-orientated working environment., • Pension scheme, company events and wellbeing programmes., • Office based role (parking available and close to public transport links), • Monday to Friday 9am – 6pm (1 Saturday per month, 9-5pm)

Exciting opportunity with our client to help build global infrastructure and teams from the ground up. We will share more about our client! What makes this especially compelling is that you’re not just stepping into a role — you’re helping shape how the business operates moving forward, with real visibility and impact. It’s a chance to be part of a well-known global brand at a pivotal moment of their transformation and growth. Role Overview The HRIS Lead is responsible for designing, building, and implementing a new P&C systems landscape. This would include a core Workday solution for our client while overseeing all HR systems activity delivered under a Transition Services Agreement (TSA). This role acts as the functional and technical Workday expert, leading the end-to-end implementation, migration planning, governance, and transition from the TSA environment into a fully standalone HRIS capability. The role partners with HR, Digital, Finance, and external vendors to ensure a smooth, compliant, and well-governed separation and setup of the new Workday platform Key Responsibilities TSA Management & Transition • Act as the primary HRIS lead for all TSA-related services, ensuring continuity of HR system operations until the new Workday environment is live., • Oversee service levels, issue resolution, data access, and system dependencies managed under the TSA., • Define and manage the TSA exit plan, including timelines, risks, mitigations, and system readiness criteria., • Ensure that knowledge transfer, data migration, and process handover activities are fully completed ahead of TSA exit., • Work cross-functionally with HR, digital, and external partners to ensure a seamless transition to the new platform. Workday Implementation and New Environment Setup, • Lead the end-to-end Workday implementation, from requirements and configuration through to testing, deployment, and hyper care., • Own the design of the new Workday tenant, including the complete employee lifecycle e.g. HCM, Recruitment, Compensation, Talent, Absence, Time Tracking, and any additional modules included in scope., • Partner with system integrators to ensure configuration aligns with business needs and Workday best practice., • Lead data migration strategy, ensuring accurate extraction from TSA systems, data cleansing, validation, and load into the new Workday environment., • Establish integrations with Finance, Payroll, IT, identity management, and other business systems. System Ownership and Governance, • Act as system owner for the new Workday instance and other P&C applications, responsible for governance, security roles, compliance, and data standards., • Develop a scalable and secure HRIS operating model, including processes for change control, release management, audits, and quality assurance., • Lead Workday and other P&C applications release management cycles, ensuring new features are evaluated, tested, and deployed effectively. Data, Reporting and Analytics, • Oversee the creation of dashboards, analytics, and reporting frameworks that enable data-driven decision-making., • Ensure GDPR compliance, data accuracy, and strong governance across migrated and newly generated Workday data., • Act as a key adviser on people analytics and insights as the organisation transitions out of the TSA. Stakeholder Management and Collaboration • Partner closely with HR, Digital, Finance, Legal, and external vendors to ensure alignment across all phases of the separation and implementation. • Serve as escalation point for complex issues during TSA and Workday implementation., • Provide training, communications, and capability-building for HR teams and business users as the new system goes live. • Drive digitisation and automation (and use of Agentic AI) throughout P&C function driving increased productivity and efficiency Project and Change Leadership • Lead workstreams related to Workday implementation and other P&C applications within a broader separation or transformation programme. • Manage project timelines, risks, dependencies, and communications, ensuring successful go-live and adoption. • Drive strong change management practices, ensuring new processes, system behaviours, and user responsibilities are well understood. Experience & Qualifications Education • Bachelor’s degree in one of the following (or equivalent experience): Human Resource, • Management, Information Systems / Information Technology. Desirable - Workday Certifications, • Minimum 5+ years of experience with HRIS/HR management systems, preferably including Workday implementation or administration, • Proven track record in HR process design, improvement, and optimisation across multiple HR functions, • Experience of supporting large scale multi-country HR system implementation, • Demonstrative experience in change management and process adoption initiatives Skills & Competencies • Strong project management skills, with the ability to plan, track, and deliver complex multi-phase Workday programmes., • Experience working in divestiture, separation, or TSA environments, with ability to manage risks, SLAs, and cutover plans., • Change management capability, including user training, communication, adoption, and stakeholder readiness., • Ability to develop Workday operating models, governance frameworks, and system administration processes from the ground up., • Ability to translate complex concepts into actionable plans across the landscape, • Strong presence with exceptional communication skills inc. presenting and written communication, • Self-starter comfortable operating independently and at pace, • Resilient and adaptability in navigating the organisational complexity, • Proactive solution focused and resilient under pressure, • Proven ability to work in fast-paced global and cross-functional teams What Makes This Opportunity Unique • Help shape the financial foundation of a globally known lubricants brand with strong marketing visibility (including motorsports and OEM partnerships).

Head of Membership Engagement Independent, not-for-profit, cross-sector membership organisation Westminster, Central London (Hybrid working) Permanent, Full Time Salary: £62,400–£70,200 (DOE) plus a comprehensive benefits package including enhanced annual leave (33 days including bank holidays plus birthday leave), festive office closure, pension scheme, healthcare cash plan, critical illness cover, gym discounts, technology vouchers, dining and activity passes, EAP and wellbeing support. Membership Bespoke is working with an independent, not-for-profit, cross-sector membership organisation based in Westminster to recruit a Head of Membership Engagement Our client convenes senior leaders from across government, industry and the not-for-profit sector, creating a trusted environment for dialogue, collaboration and problem-solving on critical national issues. Its membership community is central to its mission, bringing together organisations committed to cross-sector leadership and long-term economic and societal impact. This is a senior, commercially focused leadership role responsible for the growth, retention and overall health of a high-value membership community. The role combines strategic leadership with hands-on relationship management and business development. Key responsibilities Membership strategy and leadership Develop and deliver a membership strategy that drives engagement, retention and growth Lead and develop a high-performing membership team Manage budgets, forecasting and performance reporting Business development Identify and secure new member organisations aligned to strategic priorities Build and manage a strong pipeline of opportunities Lead senior-level sales conversations and presentations Member engagement and retention Develop tailored engagement plans for member organisations Maintain senior relationships and act as a trusted adviser Ensure consistent delivery of member value across all touchpoints Member insight and collaboration Gather and utilise member insight to inform organisational strategy Work closely with partnerships, marketing and programme teams Ensure effective use of CRM systems and data About you Essential At least three years’ experience as a Head of or equivalent senior leader within a membership, sales, account management or stakeholder relations function. Minimum three years’ experience managing, developing and coaching a team with direct commercial accountability. Demonstrable track record of business development, including upselling, cross-selling and exceeding financial targets in a membership, professional services or policy environment. Significant experience of membership strategy, client engagement or account management in a comparable organisation – membership body, consultancy, policy institute, NGO or professional services firm. Proven ability to build and sustain relationships with senior leaders across sectors, including government departments and large private sector organisations. Track record of financial forecasting, budgeting and performance reporting. Interest in public policy, government affairs or cross-sector context. Desirable Experience within a public policy, government affairs or cross-sector context. Familiarity with CRM platforms (ideally Dynamics 365) and their application to member engagement and pipeline management. Background in a not-for-profit, charity or membership organisation. How to apply To apply for any of these roles, please submit your CV. Due to the volume of applications received, only shortlisted candidates will be contacted. Membership Bespoke is acting as a recruitment business in relation to these roles and is committed to equality, diversity and inclusion in recruitment.

Senior D365 Finance Consultant (Real Estate) Location: London (Hybrid Working) We are seeking a gold-standard D365 Finance Consultant to take ownership of the design, configuration, optimisation, and continuous evolution of our Microsoft Dynamics 365 Finance platform. This is not a support role. It is a high-impact position requiring a consultant who can operate as a trusted adviser to the CFO, Group Finance, and regional finance teams translating complex business requirements into scalable, high-quality D365 Finance solutions. You will play a critical role in shaping the finance systems landscape across a multi-entity, multi-country real estate environment, ensuring best-in-class architecture, governance, and performance. Key Responsibilities Solution Ownership & Architecture • Own the end-to-end D365 Finance solution architecture across a complex, multi-entity and multi-country structure, • Ensure solutions are scalable, compliant, and aligned with long-term business strategy, • Define and govern:, • Chart of Accounts strategy, • Financial dimensions framework, • Intercompany processing rules, • Lead architectural decision-making, balancing configuration vs customisation with a focus on maintainability and upgrade readiness, • Proven, hands-on expertise across core D365 Finance modules (GL, AP, AR, Fixed Assets, Cash & Bank, Intercompany), • Strong experience within real estate or asset-intensive environments (essential), • Demonstrable experience owning or leading D365 Finance implementations or transformations, • Ability to operate at both strategic and hands-on levels, • Strong stakeholder management skills, with the confidence to influence senior leadership (CFO-level), • Deep understanding of finance processes, controls, and compliance in multi-entity organisations, • Experience working in international environments with multiple legal entities and currencies

Title: Managing Director and Deputy General Counsel - Employment Location: London (Hybrid) Compensation Package: Highly Competative A global financial services company is seeking a Managing Director and Deputy General Counsel to act as the organisation’s principal legal adviser on labour and employment across all regions outside the United States. The role leads the international employment law function, partnering closely with global HR and senior management to ensure the company’s workforce strategy is executed effectively and compliantly across EMEA and the East. Key Responsibilities • Advise on senior executive matters, including sensitive leadership moves and complex organisational changes., • Develop and oversee international labour and employment strategy, including TUPE, industrial relations, and multi‑jurisdictional compliance., • Lead internal investigations and manage crisis‑related employment issues across multiple regions., • Provide specialist expertise in jurisdictions across the Middle East and Asia‑Pacific., • Support international mobility and cross‑border staffing, collaborating with Tax and Finance on associated risks., • Manage external counsel relationships and associated legal budgets. Requirements • Qualified solicitor (England & Wales or equivalent)., • Ideally a minimum of 10 years’ PQE from a leading investment bank, asset manager or global business., • Strong command of UK employment law, including Employment Tribunal processes and SMCR., • Demonstrated experience advising across the Middle East and Asia‑Pacific., • Excellent communication skills, with the ability to distil complex legal issues for senior stakeholders. Danos Group is exclusively retained to searcbh for this role and all applications with be reviewed by James Franklin, Managing Director at Danos Group.

Practice Manager - Financial Services or Wealth Management background essential Competitive Salary + Bonus Overview Our client is looking for an experienced Practice Manager to lead the day-to-day running of the business and drive operational efficiency. This role connects strategic objectives with daily activities, ensuring smooth operations, streamlined processes, and ongoing compliance while supporting the company’s profitability. Key Responsibilities Finance & Accounting • Ensure all business income is accurately reconciled within the CRM system, • Support the preparation of management and statutory accounts, • Oversee monthly payroll processes, • Ensure P11D compliance, • Manage introducer payments, • Reconcile company bank accounts, • Submit GABRIEL returns, • Maintain Appointed Representative compliance, • Act as a key contact with the FCA to ensure regulatory adherence, • Monitor CPD compliance and manage chartered renewals, • Chair the Investment and Proposition Committees, • Conduct adviser one-to-one meetings, • Work closely with compliance consultants, • Manage PII submissions, • Oversee the Training & Competence (T&C) scheme, • Manage recruitment processes, • Maintain employment contracts and the staff handbook, • Conduct annual staff reviews, • Oversee IT security and infrastructure, • Manage company hardware and software, • Organise and support board meetings, • Contribute to the business plan, • Coordinate marketing initiatives, • Manage office premises and third-party relationships, • Liaise with external accountants (Holder and Combes Accounting) Candidate Profile Essential Experience & Qualifications • Minimum of 5 years’ experience in an operations or senior administrative role within a regulated environment, • Proven experience managing small to medium-sized teams, • Degree-level education preferred, • Strong team player with excellent collaboration skills, • Exceptional attention to detail, • Effective time management and organisational abilities, • Structured, methodical, and process-driven approach to work Please email CV if interested in this role.

Commercial Lawyer – Investment Banking Office Location: Canary Wharf (4 days per week onsite 1 remote) Main purpose of the role: Member of collegiate Legal team working primarily with Cantor Fitzgerald’s equity and investment banking teams in London and the EMEA region, although the role will also cover other offices and other workstreams, depending upon the Group’s requirements at any particular time. This is a visible role with regular interaction with the business and management. There is a genuine global dimension to the remit as well as substantial autonomy and responsibility. The environment is fast paced, and the customer base is very demanding therefore the role requires a person who is able to deal with pressure, can commit to deadlines and work at a good pace. Role reporting to the Head of Cantor Corporate and Commercial Legal, Europe and Asia. The position is suited to a lawyer with solid exposure to ECM and/or other investment banking transactions, but whose core strength lies in corporate, commercial and financial services legal work. The successful candidate will operate as a trusted adviser to bankers and senior stakeholders, balancing execution support with risk management and commercial judgement. Key Responsibilities: • Reviewing, drafting and negotiating a wide range of agreements and providing legal advice on business issues. Agreements include terms of business, confidentiality agreements, engagement letters, placing and underwriting agreements, intra-group agreements, supplier/vendor contracts as well as transaction-specific ancillary documentation., • Liaising with internal stakeholders and external vendors to ensure all legal queries and documentation are reflective of the business objectives and in line with regulatory requirements., • Advise on applicable UK/EU financial services and capital markets regulations., • Manage relationships with external counsel across transactions and commercial matters., • Coordinate cross-border matters with regional legal teams where required., • Periodically advising on corporate projects, which may include new offices, reorganisations and joint ventures. Skills / experience required: • English qualified lawyer with a minimum of 4 year post qualification experience in commercial law. Would also suit a foreign commonwealth or European lawyer of equivalent qualification., • Experience gained at a reputable law firm and/or within an investment bank or financial institution., • While ECM experience is valuable, the role is not limited to ECM execution and includes broader advisory and commercial responsibilities., • Robust but engaging personality essential. This will be a visible role with very close interaction with other departments both in the front and back office., • Good academics required., • Shares knowledge/experience with the team., • Good reporting skills / confidence to clarify instructions. Personal Attributes: The department is always very lively and busy so the candidate should be able to deal with competing demands in a mature and sensible fashion as well as building rapport with stakeholders and colleagues, while always paying attention to detail. The candidate will be exposed to matters of strategic importance to the firm and the wider group so discretion, integrity and confidentiality are essential. Working Effectively: • Self-starter and capable of working independently., • Confident to tackle a wide range of issues., • Takes ownership of requirements/issues and ensures they are resolved to meet objectives., • Very organised and responsive. Agency Notice: Cantor Fitzgerald & affiliates do not accept agency resumes. Please do not forward resumes to our job alias, employees or any other company location. Cantor Fitzgerald & affiliates are not responsible for any fees related to unsolicited resumes. Please contact the Recruitment function for additional details

Self-Employed Mortgage Adviser (Trainees welcome) Location: Hammersmith or Mayfair – FT office based This is a commission only high-impact, high-reward mortgage adviser sales role with high lead flow, and a proven model. Potential Earnings: £100k+ realistic in Year 1 (post-training) £150–200k+ Year 2 | Top performers £250k+ Capricorn Financial is London’s highest-performing mortgage brokerage, and we’re hiring ambitious advisers who want serious earning potential. Whether you're already in mortgages or looking to change careers from estate agency, recruitment, financial sales or similar — if you’ve succeeded in target-driven environments, we want to hear from you. What We Offer: • 10–15 warm, qualified leads every week - FTSE 100 developers, premium estate agents, and exclusive introducers, • Full in-house support - Providing training and CRM tools to manage admin, protection, VOI, dashboards, • Industry-leading tech stack - Smartr365, Docusign, automated onboarding, • Fast-track sales training + 1-to-1 coaching, • High-performance, energetic team culture, • Serious environment with serious results Who are we looking for? • Mortgage advisers, estate agents, recruiters, and financial sales pros, • Trainees and career changers welcome — if you’ve worked to targets and closed deals, • Commission-based mindset — paid on performance, not presence, • CeMAP or RO1 qualified or actively studying, • Driven, coachable, and ready to build a £100k+ income fast Applicants must have the right to work full-time in the UK without current or future sponsorship. Closing date for applications will be Friday 8th May. Due to high application volumes, we will only contact shortlisted candidates.

Job Description At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs: • interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them., • Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. The Real Assets Structuring team is truly multi-disciplinary, covering Investment, Legal and Tax components in Real Estate and Infrastructure. As a centralised team, a consistent structuring service will be provided globally across many asset classes including Real Estate and Infrastructure. The Senior Structuring Adviser is responsible for supporting the legal requirements of the procurement and management of fund launches and asset level structuring and/or transaction solutions, the delivery of consistent clear risk mitigating advice and general fund transactions in a risk-controlled manner and which meet the commercial objectives of the Real Assets business. Key Responsibilities: • Legally support product development and innovation, investment activity and commercialisation across Real Assets for new Funds and existing Funds., • enhance investment capability, offer a world class enabling function focused on delivery of fund and asset structuring and efficient transaction structuring to deploy capital in all forms of Real Estate., • engage with investment teams to establish strong embedded lines within and aligned to the investment teams to support our rapid growth and delivery of investment performance., • engage with other key stakeholders across the product and investment lifecycle., • offer client differentiation through a multidisciplinary team., • Contribute to a global centre to service all end-to-end investment management strategies across Real Assets., • Enhance investment returns by enhancing and protecting alpha., • Have knowledge of Real Assets transactions across the investment lifecycle, • Generate and support product development and innovation across Real Assets., • Ensure the application of common processes, standards, structures and lessons learned across asset classes, where appropriate., • Adherence to house policy, investment policy, specific regulatory restrictions and building collaborative working relationships with central support functions including Operations, Tax and Legal to ensure ongoing compliance., • Qualified Lawyer or other relevant qualification, • Exposure to Financial Services Industry preferred, • Practical working knowledge of fund launches, • Knowledge of the commercial and legal aspects of transactions in Alternative Asset classes. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits ___ Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do ___. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. ___, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

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 team to meet that demand. The Role We're hiring an Engineering Manager to lead and grow one of our engineering teams. This is a people first role for someone who is genuinely excited about the craft of leadership. You will own the performance, growth, and culture of your team, working closely with Product and Lead Engineer to create an environment of genuine ownership and high autonomy. This role requires a strong engineering background, not to own the technical direction, but to earn credibility, ask the right questions, and know when to step in. What You’ll Be Doing • Own performance, development, and progression of your team, • Own the individual performance and development of your direct reports, setting a high bar, giving honest feedback, and creating conditions for engineers to grow into real ownership., • Build a self-organised team, initially playing a facilitating role in ceremonies, with the explicit goal of no longer being needed to run the process., • Partner with Product on roadmap planning, making sure engineers understand the context behind the work, not just the tickets in front of them., • Own your team's delivery, keeping engineers unblocked, priorities clear, and commitments met., • Spot patterns in how your team operates, design better ways of working, and build the automation that powers those improvements., • Stay close enough to the codebase to spot friction, improve developer tooling, and engage credibly in technical discussions, without stepping onto the critical path., • Drive hiring alongside our Recruitment team, contributing to interview process design, and a high-quality candidate experience., • Set the cultural expectation around AI coding tools, building team-wide norms for responsible, high-quality AI-assisted engineering. What We’re Looking For • Extensive experience in software engineering, with genuine hands-on technical experience. You know what good code looks like and can get into the details when it matters., • Proven experience as an Engineering Manager or Team Lead, with real ownership of individual performance and team culture., • A track record of building high-trust, high-autonomy teams, not teams that work because of you, but teams that work because of the environment you built., • Good understanding of Node.js or Python, and React. Enough to have credible technical conversations, review code, and debug issues alongside your team., • Experience with Agile/Scrum, and a track record of improving how teams deliver, not just following a process., • Genuine excitement about AI coding tools. You use them yourself, you help your team use them well, and you stay current on what's emerging., • You enjoy management and leadership problems. Growing and unblocking people, building the processes and frameworks that make the team better. These are things you actively want to do. Why Aveni • We're building AI systems for a sector where trust and safety genuinely matter and we take that seriously in how we engineer., • High-trust, high-autonomy culture: we give engineers real ownership and expect them to use it., • AI-native engineering culture. We use AI tools across the full software lifecycle and expect our engineering leaders to lead from the front., • High-growth fintech at an exciting moment. New products launching, the team scaling, and the chance to shape how engineering works at Aveni for years to come. 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: • We’re a remote-first company across the UK, with regular off-sites and in-person gatherings that are always fun, motivating and team-focused., • 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

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.

An exceptional opportunity to shape adviser performance, elevate quality, and play a pivotal role in a growing financial services business. If you’re passionate about developing people, strengthening compliance standards and influencing culture, this role places you at the centre of it all. About the Company Our client is a long‑established, highly respected Mortgage Brokerage based in Southampton. The company have a strong national presence, a reputation for outstanding customer outcomes and a culture built on integrity and continuous improvement, they are committed to developing their people and delivering best‑in‑class advice across the market. About the Role As the Training & Competence Monitoring Supervisor, you will play a crucial role in driving mortgage adviser development, ensuring adherence to regulatory standards, and strengthening the company’s Training & Competence framework. Working at the heart of the compliance and performance function, you will influence adviser capability, support business objectives, and ensure that every customer receives suitable, high‑quality advice. Key Responsibilities In this role, you will: • Maintain, embed and oversee all requirements within the company’s Training & Competence scheme., • Conduct adviser observations across all product areas, identifying developmental needs, • Lead regular 1:1s with advisers to review performance, KPIs and risks to drive improved customer outcomes., • Create, implement and manage adviser development plans, • Provide ongoing coaching to enhance advice quality and strengthen adviser capability., • Facilitate and deliver induction training aligned to the T&C scheme., • Build strong cross‑departmental relationships to support an effective end‑to‑end customer journey., • Ensure accurate, timely T&C record keeping and support first‑line defence activities., • Respond appropriately to complaints in line with company policy., • Promote and uphold high standards of conduct, customer focus and compliance across all activities. Skills & Experience • Minimum 2 years’ experience within a Regulated Mortgage environment, • At least 1 year in a Mortgage Training & Competence, coaching, supervisory or quality assurance role., • Strong understanding of FCA regulation and the UK regulatory environment., • Effective communicator with strong relationship‑building skills., • Highly organised, detail‑focused and able to work to challenging deadlines., • Confident in providing constructive challenge and working both independently and collaboratively., • CeMAP or equivalent qualification & a formal compliance qualification (Desirable) Package • Salary up to £43k, • Remote work, • Career development opportunities within a respected, growing organisation. Why Apply? If you want a role where your expertise directly shapes adviser quality, customer outcomes, and the success of the business, this position offers real influence and long‑term career progression. You’ll join a forward‑thinking organisation that values continuous improvement, invests in its people, and empowers you to make a genuine impact.

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 We're looking for a Lead Software Engineer to be the most senior technical voice in one of our product squads, working as a technical co-leader alongside the Engineering Manager. You'll own the squad's technical direction and engineering quality end to end, from architectural decision making and hands-on delivery, to mentoring engineers and shaping how we build across the organisation. This role demands genuine depth in AI. You'll be leading LLM powered feature development and setting the standard for how AI tooling amplifies the whole engineering process, combined with the full-stack and cloud-native chops to back it up. What you'll be doing • Setting technical direction for your squad. Owning architectural decisions, managing technical risk, and representing the engineering perspective at our Architecture Review Board, • Driving adoption of AI coding tools across the full SDLC, from planning and design through code review, testing, deployment and setting the bar for how the squad works, • Delivering production grade code across the full stack: Node.js or Python backends, event-driven AWS architecture, and React where the squad needs it, • Mentoring and growing engineers across AI and full-stack domains, through code reviews, design documents, and day-to-day pairing, • Collaborating with platform teams to consume shared capabilities and contribute reusable patterns back, not building one-off solutions when a platform component will do, • Ensuring everything we ship is compliant-by-design, auditable, and built to the standards expected of software in FCA regulated financial services What we're looking for • A seasoned engineer with 10+ years of experience, including meaningful time building and operating AI/ML systems in production, • Real technical leadership. You've set direction, made architectural calls, mentored others, and influenced how a team builds, not just what it ships, • Strong hands-on AI/LLM skills: prompt engineering, RAG, model evaluation and agent frameworks. You know how these work in production, not just in demos, • Deep expertise in Node.js, with solid experience in the other; comfortable switching contexts depending on what the problem needs, • Cloud-native development on AWS. Serverless, event-driven, Lambda, with an instinct for well designed, maintainable systems, • A genuine curiosity about where AI is going and the judgment to separate signal from noise when recommending what to adopt, • An instinct for building responsibly. You care about auditability, compliance, and the downstream impact of what you ship Why Aveni • You'll work at the frontier of applied AI in a domain where it actually matters, helping financial services firms serve their clients better and meet growing regulatory obligations, • AI-native engineering culture: we use AI tools seriously, across the full development process, and we're always looking to push further, • High impact from day one. As a Staff Engineer, your technical decisions will shape the product, the platform, and the engineers around you, • A talented, collaborative team building something genuinely novel, with the backing, the architecture, and the proprietary models to do it properly 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.