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Financial Adviser - relocation to Hong Kong / Dubai At Eight Wealth International we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Hong Kong or Dubai offices. We have a client bank ready for the right person but want this person to build their own bank over time. This is a fantastic opportunity for an already experienced adviser looking to relocate as we offer relocation, full visa support and a comprehensive admin team to allow you to adviser without drowning in paperwork! We have clear remuneration structures in place and can possibly provide initial support for the right candidate to assist with your transition to Eight. What you need to bring You will need ambition, because whilst we will provide you with the foundations, in time, we will expect you to generate and grow your own business opportunities. • DipFA or equivalent, • CAS status achieved, • Proven history of growing a client base, • Highly motivated, • Client centric, • Relocation package, • Client bank immediately available, • Full Paraplanning and Admin support, • Private medical, • Company events

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

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

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

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

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

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

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

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

G1 Search is partnering with an ambitious and growing software technology business to appoint a Fractional Finance Director. This is an exciting opportunity for an experienced Finance Director or CFO to join a leadership team at a pivotal stage of growth. Having established a strong market position and developed a scalable SaaS platform, the business is now focused on accelerating growth, strengthening governance, and building long-term value. Working closely with the Managing Director, Board, and senior leadership team, the successful candidate will provide strategic financial leadership, commercial insight, and governance support. This is not a traditional finance role. The appointment will play a key role in shaping business strategy, improving decision-making, supporting growth initiatives, and helping prepare the organisation for future strategic opportunities. The successful candidate will act as a trusted adviser to the Board, bringing challenge, perspective, and commercial expertise while helping the business navigate its next phase of development. This is an opportunity to influence the direction of a technology business with significant growth ambitions and a strong platform for future success. Key Responsibilities Act as a trusted adviser to the Managing Director and Board on business performance, growth strategy, investment decisions, and risk Lead budgeting, forecasting, financial planning, and long-term modelling activities Develop meaningful management information, KPI reporting, and commercial insight to support decision-making Strengthen financial controls, governance frameworks, and reporting processes Support pricing strategy, profitability analysis, investment appraisal, and commercial decision-making Maintain oversight of cashflow management, working capital, and financial performance Support future fundraising, financing, acquisitions, and strategic transaction activity where appropriate Drive continuous improvement across finance systems, reporting, and operational processes Work closely with external advisers and professional service providers Provide constructive challenge and strategic perspective to the leadership team Required Experience Experience operating at Finance Director, CFO, or equivalent senior leadership level Proven ability to support business growth, scale operations, and influence strategic decision-making Strong commercial acumen with the ability to translate financial information into meaningful business insight Experience working within software, SaaS, technology, or recurring revenue business models Comfortable operating at Board level, providing challenge, guidance, and strategic perspective to senior stakeholders Track record of improving performance, strengthening governance, and supporting long-term value creation Experience supporting fundraising, investment activity, acquisitions, or transaction readiness would be advantageous Professionally qualified accountant (ACA, ACCA, CIMA or equivalent) What's on Offer Opportunity to join an ambitious and growing technology business at an exciting stage of its journey Highly strategic and commercially focused fractional leadership role Direct access to the Board and senior decision-makers Opportunity to influence growth strategy, business performance, and long-term value creation Flexible fractional arrangement with scope to shape the role around business requirements Competitive remuneration package Potential long-term opportunity for the right individual Interested? This is an exceptional opportunity for a commercially focused Finance Director or CFO who enjoys helping ambitious businesses scale, improve performance, and realise their growth ambitions. If you would like to learn more about this opportunity, we would welcome a confidential conversation with G1 Search. TLNT1_NI

We have an exciting opportunity for a Group Finance Manager (Manager) to join our Finance team , based in A&O Shearman's Belfast office. Finance team - Belfast Achieving the firm’s strategy requires a world class Finance department to work with the decision makers. Our teams add value through the services provided, managing compliance and providing information and insight. This is achieved by having a collaborative and high performing team that builds relationships with the Partners and other decision-makers in the firm so that they trust us to advise them on commercial, financial, and technical matters. What you will do To lead the delivery of high-quality financial control and reporting across the Group, supporting decision-making through robust analysis and insight. The role is responsible for maintaining best practice and standards across the finance function, driving continuous improvement, and acting as a trusted adviser to the global finance community. Lead the preparation and delivery of financial information to management and the partnership, ensuring accuracy and timeliness against tight deadlines, and providing high-quality analysis and insight to support decision-making, including commentary on key trends and variances. Oversee key areas of the month-end and year-end close processes, including journals, review of reconciliations, and Group reporting outputs, ensuring the integrity of the balances through oversight of critical judgements and complex accounting areas. Manage delivery of elements of the Group year-end process, including financial statements for UK entities and supporting disclosures. Prepare and review technical accounting papers, assessing the impact of new and emerging accounting standards on the Group, and supporting implementation through training to the global finance network. Oversee the management of cross-border intra-group balances and funding on a multi-currency basis, ensuring compliance with UK and international requirements, and ensuring timely reconciliation and settlement of balances across the global network. Review and enhance financial processes, documentation, and internal controls to ensure accuracy, consistency, and efficiency, supporting the development and maintenance of Group accounting policies and identifying control gaps to drive continuous improvement. Partner with Finance Systems and Business Analysts to support the development and optimisation of finance systems and reporting tools, driving improvements in reporting capability and automation. Build and maintain relationships with Finance staff across all A&O Shearman offices, acting as a trusted adviser on accounting, intercompany, and policy matters, and supporting the global finance network on process and technical queries. Lead and deliver ad hoc projects, including implementation of new reporting or analytical capabilities. Lead, develop, and mentor junior team members, providing ongoing coaching, performance management, and technical guidance, and fostering a high-performing and collaborative team environment. What you will have Member of recognised accounting body as a qualified accountant. Significant post-qualified experience in a finance function. Experience in a Big 4 accountancy practice or in an international environment is an advantage. Excellent written and verbal communication skills, with the ability to clearly explain complex financial and technical issues to both financial and non-financial stakeholders. Ability to influence at a senior level as a credible subject-matter expert, adapting style to different audiences and demonstrating strong emotional intelligence. Strong leadership capability, with the ability to motivate, develop, and manage individuals, and contribute effectively within a high-performing global team environment. Outstanding analytical and problem-solving capabilities, with the ability to develop meaningful, well-reasoned insights and apply a proactive, solution-driven approach. Strong technical accounting knowledge, including IFRS, with the ability to discuss complex issues with senior group management, alongside a thorough understanding of financial accounting principles, currency accounting, financial systems, and group structures. Excellent organisational and time management skills, with the ability to prioritise effectively, manage multiple deliverables, and perform under pressure in a fast-paced environment with shifting priorities. Ability to produce high-quality documentation, reports, and training materials, and to support, mentor, and develop finance colleagues across a global network. What we can offer you We recognise that our people are our most valuable asset, which is reflected in the wide range of benefits that are available to our employees. Some of these benefits include: our occupational pension scheme, group income protection cover, mental health resources and free apps, health and wellbeing services encompassing GP service, emergency back-up care support, parental and special leave, online discounts and lifestyle management services. We recognise the value of flexible working and embrace hybrid working, allowing our people to work from home up to 40% of their working time. We do, however, remain committed to working together in person for the remaining 60% of time so that we can learn, grow and succeed together. Should you require additional support at any stage of the recruitment process due to a disability or a health condition, please do not hesitate to contact a member of our recruitment team who will work with you to provide any adjustments as required. We are an equal opportunities recruiter and do not discriminate on the basis of race, colour, sex, religion, sexual orientation, national origin, disability, or any other protected characteristic. NO AGENCIES PLEASE - A&O Shearman does not accept unsolicited CVs. For further information, please see our UK Recruitment Agency Policy and our commitment to direct sourcing here .c272c101-f45c-4783-b4a0-50ad222b87c0

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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