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PROTECTION ADVISER \n Remote \n All Leads Provided \n Negotiable Employed or Self-Employed = OTE - £100,000+ \n A rare opportunity for a Protection Adviser with an award winning, client focussed Protection Brokerage. They are based in the Midlands and have been giving their clients the highest levels of service for over 20 years. \n You will be giving Protection Advice and conducting Revues to the firms new and existing clients, in addition there is a steady stream of new leads coming from Mortgage Brokers, Financial Planning firms and other specialist introducers. \n You will benefit from the support of the management and administration teams to case manage all your applications. \n Due to the nature of this role and previous experience as a Protection Adviser is essential. \n In return you will have a highly competitive, negotiable package with an OTE of £100,000+, with top performing advisers earning significantly more. \n For more information on this position please forward your CV to Douglas McDougall.

Finance Business Partner \n Location: Edinburgh / HybridSalary: Competitive + Excellent BenefitsJob Type: Permanent, Full Time \n The Opportunity \n Reed is delighted to be supporting a respected organisation in the recruitment of a Finance Business Partner. \n This is an exciting opportunity for a qualified finance professional to join a high-performing team, providing strategic financial support, analysis, and assurance across a diverse portfolio of organisations. The successful candidate will play a key role in assessing financial sustainability, supporting informed decision-making, and influencing organisational strategy. \n Key Responsibilities \n\n • Provide financial analysis, insight, and challenge to support strategic decision-making.\n, • Act as a trusted adviser to a range of internal and external stakeholders.\n, • Monitor financial performance, risk, and governance arrangements across a portfolio of organisations.\n, • Review business plans, financial strategies, forecasts, and investment proposals.\n, • Assess financial sustainability and identify emerging risks and opportunities.\n, • Present financial information and recommendations to senior leaders and decision-makers.\n, • Support approval and assurance processes through robust financial evaluation.\n, • Build strong collaborative relationships with stakeholders at all levels.\n\n About You \n We are seeking an experienced finance professional who combines strong analytical capability with excellent relationship management and communication skills. \n You will have: \n\n • A recognised professional accountancy qualification (ACA, ACCA, CIMA, CIPFA, or equivalent).\n, • Significant experience in financial analysis, business partnering, and strategic financial planning.\n, • A proven ability to influence, challenge, and support senior stakeholders.\n, • Strong presentation and communication skills, with the ability to explain complex financial information clearly.\n, • Experience reviewing financial plans, business cases, and investment proposals.\n, • A proactive approach to identifying risks and delivering solutions.\n\n Desirable Experience \n\n • Experience working within the public sector, a regulated environment, or a complex organisation.\n, • Knowledge of governance, assurance, and risk management frameworks.\n, • Experience supporting strategic planning and organisational performance.\n\n Benefits \n\n • Competitive salary.\n, • Generous pension scheme.\n, • Flexible and hybrid working arrangements.\n, • Excellent annual leave entitlement.\n, • Ongoing professional development opportunities.\n, • The opportunity to contribute to the long-term success and sustainability of a high-profile organisation.\n\n Apply Now \n If you are a qualified accountant looking for a role that combines financial expertise, stakeholder engagement, and strategic influence, we'd be keen to hear from you. Apply today to find out more about this exciting opportunity.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. \n \n Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team! \n \n Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. \n \n\n We are interested in speaking with individuals based in Edinburgh for this position! \n\n\n The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.\n\n\n We offer a competitive hybrid working pattern for this Senior Paraplanning role. \n\n\n As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence. \n\n\n This is a fantastic opportunity for someone looking to step up to the next level as a Paraplanner. \nResponsibilities \n\n • To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.\n, • To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.\n, • Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.\n, • Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.\n, • To ensure that the customer experience follows the Group’s defined standards and TCF is always maintained. \n, • To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role.\n, • Update workflow records to facilitate the production of accurate management information in a timely manner.\n, • Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow.\n, • Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.\n, • Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience.\n, • To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.\n, • To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.\n, • To obtain illustrations and Key Features documentation in support of recommendations to clients.\n, • Ensure technical knowledge and general industry knowledge is always maintained.\n, • Providing coaching, mentoring, or training support for Paraplanners\n, • \n \n Being a model of excellence and Group process adherence\n \n, • \n \n Proactively identify opportunities to improve paraplanning process\n \nCritical Skills \n\n, • Excellent written and oral communication skills.\n, • Methodical and highly organised.\n, • Accurate with good attention to detail.\n, • Complex problem solving.\n, • Coaching and mentoring.\n, • Ability to liaise with colleagues in an articulate and pleasant manner.\n, • High degree of numeracy.\n, • Enthusiasm.\n, • Accuracy.\n, • Ability to work under pressure and manage own workload.\n, • Ability to work as part of a team and to learn new skills/knowledge.\n, • Excellent standard of written and verbal communication\n, • Good decision-making skills\n, • Analytical mind and excellent attention to detail\n, • Excellent time management skills with an ability to work to deadlines\nExperience Required\n\n, • 1+ years’ experience in a Paraplanning role in a similar environment\n, • Level 4 Diploma in Financial Planning\n, • Experience of working with IT systems that support this service\n, • High level of technical knowledge across the full range of advice\n, • High-level understanding of FCA COB rules\n\n Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: \n \n Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. \n \n Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. \n \n Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. \n \n \n Some of our benefits: \n • Competitive salary \n • Private Medical Insurance post probation \n • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) \n • 25 days Annual Leave (plus buy and sell up to 5 days) \n • Office Christmas close (3-days) \n • Life Assurance \n • Health cash plan \n • Hybrid working \n • Discretionary performance related bonus \n • Employee Assistance Programme \n • And lots of flexible benefits to choose from! \n \n The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Financial Planner (Desk-Based) \n Job Title: Financial Planner (Desk-Based) \n Location: Edinburgh \n Salary: Up to £55,000 \n Job Reference: 10466 \n \n Recruit UK are looking for a Financial Planner (Desk -Based). If you have a passion for financial planning and delivering outstanding client outcomes. Whether you're currently working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role, you're looking for an opportunity to take the next step in your career within a supportive and forward-thinking environment. \n If you hold the Level 4 Diploma in Regulated Financial Planning and are looking to develop your career within a growing advice team, we'd love to hear from you. \n About the Role \n This is an exciting opportunity to join a highly successful and technology-driven financial planning team as a Financial Planner. You'll provide desk-based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000. \n Working within a hybrid environment, you'll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long-term financial goals. \n As a Financial Planner, you will: \n\n • Manage and develop relationships with an existing client portfolio.\n, • Proactively engage with clients to review their financial planning needs and deliver ongoing advice.\n, • Convert existing legacy clients to the firm's ongoing service proposition.\n, • Provide holistic financial planning advice across investments, pensions, protection, and retirement planning.\n, • Generate new business opportunities through proactive client engagement and referrals.\n, • Work collaboratively with colleagues across the wider business to identify cross-selling opportunities.\n, • Deliver an exceptional client experience through timely communication and high-quality advice.\n, • Utilise industry-leading technology and systems to enhance client outcomes and adviser efficiency.\n\n What We Offer \n\n • A growing and supportive financial planning team.\n, • Exposure to an established client bank and quality business opportunities.\n, • Hybrid working model (3 days office-based, 2 days from home).\n, • Ongoing professional development and support with maintaining your SPS and technical knowledge.\n, • Access to innovative technology designed to improve both adviser and client experiences.\n, • Clear opportunities for long-term career progression within a leading wealth management business.\n, • A collaborative culture focused on client outcomes, professional development, and continuous improvement.\n\n Key Responsibilities \n\n • Deliver holistic financial planning solutions tailored to individual client needs.\n, • Review and service existing clients as part of the firm's ongoing advice proposition.\n, • Achieve revenue and business development targets.\n, • Identify opportunities to generate additional advice income and referrals across the wider group.\n, • Ensure all client recommendations and reports meet regulatory and internal compliance standards.\n, • Maintain detailed knowledge of financial planning products, legislation, and market developments.\n, • Adhere to Consumer Duty, Treating Customers Fairly (TCF), and Regulatory Conduct Risk (RCR) principles.\n, • Maintain strong relationships with both internal stakeholders and external professional introducers.\n, • Ensure excellent client outcomes through high-quality advice and service delivery.\n, • Identify and recommend process improvements to enhance client experience and regulatory compliance.\n\n Skills & Experience \n\n • Diploma in Regulated Financial Planning (Level 4) – Essential.\n, • Experience within Financial Planning, Paraplanning, Wealth Management, or Private Client services.\n, • Strong technical knowledge across pensions, investments, and protection planning.\n, • Excellent communication and relationship-building skills.\n, • Strong attention to detail and analytical ability.\n, • Ability to manage workload effectively and meet deadlines.\n, • Experience using CRM systems, databases, Microsoft Word and Excel.\n, • Cashflow modelling experience desirable but not essential.\n, • A client-focused approach with a commitment to delivering excellent outcomes.\n\n Benefits \n\n • Competitive salary\n, • Private Medical Insurance post probation\n, • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)\n, • 25 days Annual Leave (plus buy and sell up to 5 days)\n, • Office Christmas close (3-days)\n, • Life Assurance\n, • Health cash plan\n, • Hybrid working\n, • Discretionary performance related bonus\n, • Employee Assistance Programme\n\n \n Why Join Us? \n This is an excellent opportunity for an ambitious financial services professional who wants to build a long-term career within financial planning. You'll join a business that invests heavily in technology, values professional development, and provides the tools, support, and client opportunities needed to succeed.

You want to own your own financial planning business. You’re just not quite ready to do it yet. Starting from scratch means finding clients, building a brand, creating systems, arranging support, funding the business and carrying all of the risk yourself.This opportunity gives you another route. You’ll join an established financial planning practice in Edinburgh as an employed adviser on a salary of £60,000 to £65,000 plus bonus. Once signed off, you’ll be given around 70 client relationships to manage and will work alongside the current owner as those relationships are gradually handed over. But this is not simply an employed adviser role.The long-term plan is for you to acquire the whole practice. The transition will take place over three to six years. That gives both sides time to build trust, prove the relationship works and prepare properly for ownership. You are unlikely to take on funding immediately. The first two to three years will be about advising clients, generating new business, growing revenue and showing that you can operate like a business owner rather than simply an employee. When the time is right, there is an established internal process to support the purchase. The business uses a set valuation method, so you will understand the likely numbers early rather than discovering them at the end. You will also have access to an internal team and a panel of lenders who can help structure and fund the acquisition. Think of it as a business mortgage. A proportion of ongoing income is used to repay the funding until the purchase is complete and the business is yours. The clients and revenue you generate yourself will also be yours. THE OPPORTUNITY The current owner has around 300 clients and plans to begin by transferring approximately 70 households. The handover will be structured. Clients will not simply be reassigned overnight and left wondering what happened. You will attend meetings, build relationships and gradually become the adviser those clients trust. But inherited clients are only part of the story. You will also be expected to find and win new business through client referrals, your own professional network and opportunities you create yourself. This is an entrepreneurial business. The current owner built the practice from the ground up and is looking for someone with the same commercial instinct. Someone who can spot opportunities, create momentum and turn relationships into clients. If you want a comfortable servicing role with a future ownership label attached, this is not it. You will have plenty of freedom over where and how you work. Being within practical reach of Edinburgh will make the client handover and relationship-building much easier.SUPPORT You will receive guidance and mentoring from an experienced practice owner who has already built the type of business you eventually want to run. The practice has established relationships with experienced outsourced paraplanners and wider technical support. All IT and remote-working equipment will be provided, together with access to:\n\n • Voyant\n, • FE Analytics\n, • SOFI\n, • Tweed AI\n You will also benefit from an established brand, proven systems and the infrastructure needed to grow without having to build everything yourself.PACKAGE Salary is £60,000 to £65,000 plus a performance-related bonus. The wider package includes:\n\n, • Pension\n, • Life cover at four times salary\n, • Critical illness cover at one times salary\n, • Cycle-to-work scheme\n, • Salary sacrifice electric vehicle option\n, • Flexible benefits to be agreed\nHERE’S WHAT YOU’LL NEED You’ll be a qualified and credible financial adviser with a proven record of developing new business. You may already have clients or professional relationships you can bring. That is not essential, but clear evidence that you can generate opportunities is. You will be commercially ambitious and comfortable taking responsibility for revenue, client relationships and the future direction of the practice. You will also need patience. This is not an immediate buyout or a shortcut to calling yourself a business owner. You will need to prove yourself, build trust and grow the practice before taking on the funding and responsibility that comes with ownership. In return, you will have something most aspiring business owners do not:\n\n, • A salary\n, • Existing clients\n, • A mentor\n, • A recognised brand\n, • Established systems\n, • And a structured route to owning the whole business\n-------------------------------------------------------------------------------------Want your own financial planning firm but not ready to start from nothing? Click apply and we’ll be in touch. If you don’t have a CV, send us a way of contacting you. We can come to the CV 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 😊

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

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

\n Suji is an exciting fast-growing health tech business operating from Edinburgh across the US markets. The smart compression device and app builds strength, speeds recovery, and reduces joint stiffness at lower exercise intensities. Proven with 40% of American sports teams - backed by the Adidas family office - and now growing rapidly amongst consumers as the category leader in Muscular Health. \n \n The mission is simple - help people play harder through improved muscle health. \n \n The Head of Finance for Suji will be an all-encompassing role providing key financial insight for decision-making and strategy choices to cashflow and statutory compliance. \n \n Key responsibilities: \n \n Strategic Partnering \n \n \n • Act as a strategic partner to the CEO and leadership team: evaluate growth opportunities and investments through financial modelling, support pricing and unit economics decisions, contribute to board reporting, and assist with fundraising and due diligence\n \n \n Growth & Customer Economics \n \n \n • Own KPIs and SaaS/product metrics, assess marketing ROI and acquisition effectiveness, and provide commercial analysis for product launches and customer engagement\n \n \n FP&A \n \n \n • Lead budgeting, forecasting, long-range planning, scenario modelling, and management reporting focused on business performance\n \n \n Control & Governance \n \n \n • Oversee all financial, management, and statutory reporting; ensure UK & US tax and accounting compliance; manage audits and adviser relationships; strengthen controls and risk management\n \n \n Cash & Operations \n \n \n • Manage cashflow forecasting, liquidity, and working capital; bring financial insight to inventory, supply chain, and cost efficiency\n \n \n System & Leadership \n \n \n • Build scalable finance systems, automation, and dashboards; develop a high-performing, commercially minded finance team and embed financial accountability across the business\n \n \n Qualifications and Skills: \n \n \n • Qualified Accountant (CA, ACCA, CIMA)\n, • Confident in engaging and influencing senior stakeholders, including non-financial colleagues and senior stakeholders\n, • Strong analytical and leadership skills with a right first-time approach and ability to work autonomously across the finance responsibilities\n, • Strong commercial awareness and business acumen\n, • Strong analytical, judgement, and problem-solving skills\n, • Ability to be flexible and collaborate to support the success of a small team\n \n \n For more information on this role, please contact Chris Sole at Rutherford Cross. \n \n Our client is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status or pregnancy and maternity. \n

Financial Planner Edinburgh, UK Investment & Wealth Management 'Build Your Future with a Firm Investing in Growth, People, and Long-Term Success' This is a rare opportunity for an ambitious Financial Planner to join a highly respected, long-established wealth management business at an exciting stage of its evolution. Backed by a strong heritage, a loyal client base, and a clear strategic vision for growth, the firm is making significant investments in its Financial Planning proposition. As part of this journey, we are seeking a talented Financial Planner who wants more than just another advisory role, someone looking for a long-term career home where they can develop, influence, and grow alongside the business. Unlike many larger organisations, this firm believes exceptional client outcomes are achieved through trusted relationships, professional autonomy, and a genuinely personal approach to advice. You will be empowered to deliver holistic financial planning solutions tailored to each client's circumstances, supported by experienced investment professionals, technical specialists, and a leadership team committed to investing in its people. The Opportunity As a Financial Planner, you will play a key role in delivering high-quality, holistic financial planning advice to High-Net-Worth and Ultra-High-Net-Worth clients. Working closely with investment management colleagues, you will help clients navigate complex financial decisions across retirement planning, investment structuring, inheritance tax planning, estate planning, protection, and wealth preservation strategies. This is an opportunity to become a trusted adviser, developing deep and lasting client relationships while contributing to the continued expansion of a growing financial planning division. What You'll Be Doing Build, maintain, and develop trusted relationships with existing and prospective clients. Deliver holistic financial planning advice tailored to individual client objectives and circumstances. Conduct comprehensive client reviews and provide ongoing planning strategies aligned to changing needs and goals. Advise clients on retirement planning, tax-efficient wealth structuring, inheritance tax mitigation, estate planning, and broader financial planning solutions. Work collaboratively with Investment Managers and other specialists to deliver integrated wealth management solutions. Generate new business opportunities through referrals, professional connections, and exceptional client service. Structure and lead client meetings professionally, ensuring all advice is suitable, compliant, and client-focused. Maintain accurate client records and ensure adherence to regulatory and compliance requirements. Act as an ambassador for high-quality advice, helping to promote best practice across the wider business. Continue developing technical expertise through ongoing professional development and industry learning. What We're Looking For Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum. Current Statement of Professional Standing (SPS). Experience delivering holistic financial planning advice to private clients. Strong technical knowledge across pensions, investments, tax planning, estate planning, and protection. Proven ability to build trusted client relationships and communicate complex advice clearly. A client-first mindset with a passion for delivering exceptional outcomes. Strong analytical and problem-solving skills with excellent attention to detail. Commercial awareness and a desire to contribute to the growth of a developing financial planning proposition. * Ambition to build a long-term career within a supportive and progressive environment. Why Join? Be Part of an Exciting Growth Story Join a business that is actively investing in the future of Financial Planning, creating opportunities for advisers to develop their careers and help shape the next chapter of its success. Long-Term Career Opportunity This is not simply a role to fill today’s requirement. The firm is committed to developing and retaining talented individuals, providing clear opportunities for progression and long-term professional growth. A Culture That Values People The business has built its reputation over decades by putting relationships first — with both clients and colleagues. You'll be joining a supportive environment where expertise is respected, achievements are recognised, and development is actively encouraged. Genuine Client-Centric Advice Free from product-driven pressures, you'll have the autonomy to provide advice that is truly in the best interests of your clients, building meaningful relationships that stand the test of time. Collaborative Wealth Management Environment Work alongside experienced Investment Managers and technical specialists, delivering integrated advice solutions that create lasting value for clients. If you're a Financial Planner looking for a firm that combines heritage, ambition, professional autonomy, and a genuine commitment to its people, this represents an outstanding opportunity to build a rewarding and lasting career

🚀 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 😊

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

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow. The Benefits: • All leads are professionally introduced through a robust lead generation process, • Attractive remuneration terms, • Full paraplanning and admin support, • Market focused training provided, • Business and personal development, • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income, • National coverage., • Many great opportunities for Advisers to really maximise their earning potential. The Role: • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals, • Prepare sound financial plans to ensure clients meet their targets, • Advise clients on current financial issues and make recommendations, • Generate new business and build introducer relationships, • Customise financial plans according to clients’ changing needs, • Build strong relationships to retain existing clients, • Maintain and update knowledge of regulations, practices, and financial products About You: • Proven experience as a financial planner, • Ability to analyse financial information and comply with regulations, • Proficiency in MS Office and CRM systems, • Attention to detail and strong math skills, • Strong ethics, with a customer-oriented attitude, • Outstanding communication skills, with the ability to foster long-term relationships, • Diploma in Financial Services Qualifications: • Diploma in Financial Advice, • Industry Sales experience, • Strong understanding of investment and pension business, • Excellent interpersonal skills goals., • Ambition and Hunger

Due to continued growth, a leading TPA have a new role for an experienced senior client lead or pensions consultant to manage a portfolio of major Defined Benefit pension scheme clients. This role is ideal for someone who combines strong commercial awareness with deep understanding of DB pension administration and the needs of trustees and employers. Whilst the role is based from Edinburgh, they are very flexible over hybrid working arrangements and can also consider those based in Glasgow. The successful candidate will oversee strategic relationships, ensuring high-quality service delivery while driving account growth and operational excellence. They will act as a trusted adviser to senior stakeholders, guiding client strategy and identifying opportunities to enhance and expand services. Depending on level of experience, the client portfolio will be geared towards this. Key Responsibilities • Lead the overall management of several DB pension scheme clients, ensuring service standards and regulatory requirements are met., • Strengthen long-term relationships with trustees, employers, and advisers., • Identify opportunities to broaden services and support commercial growth., • Oversee operational performance, ensuring accurate, compliant, and efficient administration., • Provide leadership to internal teams, supporting development and performance., • Manage financial aspects of accounts, including forecasting and commercial negotiations. Experience & Skills • Extensive experience working with Defined Benefit pension schemes, including strong knowledge of administration requirements, governance, and regulatory expectations., • Proven track record in senior client management or account leadership roles., • Strong commercial acumen with experience influencing revenue and profitability., • Excellent stakeholder management, communication, and problem-solving skills., • Leadership experience within a service-driven or technical environment. In return they are offering an attractive salary, hybrid working, benefits package and bonus. Please get in touch/apply now for a confidential discussion and more information prior to progressing.

Family Lawyer (3+ PQE – Dual Qualified Scotland & England/Wales) Location: Edinburgh Firm: Tier 2 Ranked Team | Leading Independent Scottish Firm Salary: Competitive Salary + Strong Bonus + Excellent Benefits The Role & The Work This is a standout opportunity for a dual-qualified Family Solicitor (Scotland & England/Wales) to join a Tier 2-ranked Family team in Edinburgh, operating at the forefront of cross-border family law. You will join a team with a well-established and growing Scottish and English Family team, working on high-quality and complex matters spanning both jurisdictions. This role is ideal for a solicitor who is confident navigating the nuances of cross-border family law and enjoys delivering strategic advice across UK legal systems. Acting for a diverse client base, you will advise on financial remedy and children matters, many involving multi-jurisdictional considerations. You will play a key role in delivering clear, commercially aware and empathetic guidance, often in sensitive and high-value cases. From day one, you will take ownership of your own caseload, managing matters from instruction through to resolution, while building long-term client relationships and strengthening your position as a trusted adviser across both Scottish and English law. The team operates in a collaborative and supportive way, offering you the autonomy to develop your practice while working alongside colleagues who are deeply invested in your progression. There is also a clear opportunity to contribute to the continued growth of the firm’s cross-border family offering, whether through mentoring junior lawyers, enhancing internal knowledge across jurisdictions or playing a role in business development initiatives. This is a firm that does things differently. With a genuine focus on flexibility, culture and long-term careers, you will benefit from high-quality work without the intensity of larger City firms, allowing you to build a successful and sustainable career in Edinburgh. Your Experience • Dual Qualified Solicitor (Scotland & England/Wales) with 3+ PQE, • Strong experience in Family Law across one or both jurisdictions, • Experience managing your own caseload independently, • Strong understanding (or interest in developing expertise) in cross-border family matters, • Excellent communication and client-facing skills, • A proactive, collaborative and commercially aware approach Why This Role? • Join a highly ranked L500 Family team with a strong cross-border practice, • Play a key role in a growing dual-qualified / multi-jurisdictional offering, • High-quality, complex work without the demands of a traditional City role, • Agile and flexible working, with scope for a semi-remote working pattern, • Genuine work-life balance and supportive team culture, • Lucrative salary, bonus and comprehensive benefits package If you’d like to explore this opportunity further, please contact Tilly Scott on 0131 460 7747 or tilly@jmc-legal.com for a confidential discussion.

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.

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

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.

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/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 😊

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

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.

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

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.

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.

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.

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

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

• 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.

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.

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 !

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.

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

This role is accountable for defining information and data governance policies, standards, and control expectations, as well as providing independent oversight, challenge, and monitoring of adherence across the organisation. This role is accountable for defining information and data governance policies, standards, and control expectations, as well as providing independent oversight, challenge, and monitoring of adherence across the organisation. While first-line business areas retain accountability for executing data controls, the Head of Information and Data Governance will influence senior stakeholders to ensure these responsibilities are effectively discharged. The role will also lead a continuous improvement agenda to enhance the maturity of data governance practices across the business. This is a senior leadership position requiring expertise in information and data governance and a proven track record of strengthening control environments within complex organisations. Experience working with material outsourcers and an understanding of emerging risks, including those associated with AI, are highly desirable. A strong background in financial services and familiarity with platform-based business models, alongside knowledge of key regulatory bodies such as the ICO, FCA, and PRA, is essential. A key aspect of the role is the ability to translate complex information and data governance concepts into clear, business-relevant insights, enabling effective decision-making at Executive Committee and Board level. Strong stakeholder engagement skills are critical to building confidence across the organisation, from the C-suite to delivery partners, and ensuring governance remains aligned to the needs of a growing business. The role holder will oversee the effective operation of the data governance function within a regulated environment, including managing team performance, capacity, budgets, and associated risks and controls. This role focuses on governance and oversight rather than operational data management and does not act as the Data Protection Officer. However, it works closely with operational teams, Information Security, and related functions to strengthen the overall control environment. Responsibilities include business partnering, review and approval of impact assessments, and supporting change and transition initiatives. As an experienced people leader, the role holder will build and develop a high-performing, engaged team to support the organisation’s strategic objectives. Nucleus is one of the UK’s leading independent financial planning and retirement-focused platforms operating from offices in London, Bristol, Ipswich, Salisbury, Edinburgh and Glasgow. The business administers over £100bn of customer assets across Self-Invested Personal Pensions, Individual Savings Accounts, general investment accounts and other products for over 5,000 financial advisers and more than 250,000 underlying clients. By harnessing Nucleus Wrap, James Hay, Curtis Banks, Talbot and Muir, Dunstan Thomas and Third Financial, we’re building the best retirement focused adviser platforms group in the UK. We’re now bringing all these businesses together to harness the strengths of each and build the best retirement-focused adviser platform for larger adviser firms in the UK. Nucleus has ~1,200 employees and uses FNZ and Bravura as material outsourcers; consequently, the business has a range of both in‑house and outsourced services and operations that this role will have oversight responsibility for. Nucleus’s vision is to become the ‘best loved platform for advisors’ and the Architecture, Governance and Oversight function sits within Group Technology and plays a crucial role in helping us navigate a major transformation programme and a series of transitional states to achieve this; whilst in parallel ensuring that we continue to support the near‑term business strategy within the constraints of our existing solutions and capabilities. The Architecture, Governance and Oversight function are responsible for: • architecting scalable and innovative solutions, that support both the growth and efficiency of our business, • setting standards and policy to protect our business and ensure regulatory compliance, • ensuring Information & Cyber Security controls, both internally and across our suppliers, are sufficient and effective, • defining Data Governance standards and maintaining oversight across the business and our material suppliers, • defining expected standards for, and testing, our Operational Resilience, • informing material decisions and ensuring good governance and oversight both internally and across our suppliers, • providing appropriate insight and reporting to the Leadership team and stakeholders including Board, • supporting the CTO define and track progress against our strategy, • continuously reviewing our risk profile and effectiveness of mitigating controls, • working with our Finance business partner to ensure good control over expenditure, budget setting and driving efficiencies in our cost base., • Own and evolve the Group Information and Data Governance strategy, aligned to business priorities and transformation objectives, • Define the target operating model for information and data governance, including roles, accountabilities and federated ownership across the Group, • Establish policies, standards and principles covering data quality, ownership, lineage, metadata, retention and ethical use, • Ensure governance aligns with regulatory expectations while remaining commercially pragmatic and scalable, • Act as a thought leader on emerging data trends (AI, data products, cloud ecosystems) and their governance implications, • Work collaboratively with other members of our Technology leadership team to inform and deliver on our broader Data Strategy, • Build strong relationships with ExCo, SLT and senior business leaders to embed information and data governance as a business priority, • Influence business areas to take ownership of data controls and outcomes, rather than centralising delivery, • Develop and lead a data governance community / network (e.g. data owners and stewards), • Champion a data‑led culture, promoting accountability, literacy and value realisation, • Act as a trusted advisor on data governance implications of transformation, M&A and strategic initiatives, • Lead the creation of clear, concise and insight-driven reporting for Executive Committee and Board, • Translate technical and regulatory topics into business risk, customer impact and commercial outcomes, • Provide forward‑looking insight on risks, maturity and investment priorities, • Ensure consistent and compelling communication of information and data governance progress, gaps and value delivered, • Define, own and maintain the Group Data Governance Control Framework, including mandatory controls, control objectives, and assurance requirements aligned to UK GDPR, FCA and PRA expectations, • Define information and data governance policies and standards that support lawful, fair, transparent, and accountable processing across all Group entities, • Develop and track KPIs / KRIs for data quality, control effectiveness and adoption, • Oversee data governance maturity assessments and prioritise improvement initiatives, • Provide independent challenge to business areas on data‑related risks and control weaknesses, • Ensure data governance is effective across key suppliers and outsourced providers, • Embed data governance into change lifecycle (design, delivery, and transition), • Ensure new initiatives align with data standards, ownership models and control expectations, • Provide guidance on data governance standards and expectations for our Platform Transformation programme, • Support the organisation in balancing speed of change with governance discipline, • Lead and develop a high-performing data governance team, • Develop team capability and succession through coaching and mentoring, • Define required capability uplift across the business (data owners, stewards, SMEs), • Introduce practical tooling, frameworks and playbooks to enable adoption, • Promote continuous improvement and measurable uplift in data maturity, • Take responsibility in everything you do to deliver good outcomes for our customers., • Positively demonstrate the Nucleus Smart, Heart and Courage values and behaviours., • Ensure compliance with FCA Code of Conduct at all times., • Strong experience defining and implementing information and data governance strategies, • Proven track record of operating within a regulated environment, preferably financial services., • Understanding of data operating models, data ownership frameworks and governance tooling, • Experience supporting enterprise-wide transformation and large-scale change programmes, • Sound understanding of technology and data processing within platform‑based financial services., • Knowledge of third‑party data protection contractual requirements, • Strong leadership and people management capability, • Exceptional stakeholder management and influencing at leadership level, • Ability to simplify complex concepts into clear, compelling messages, • Strategic thinker with strong commercial and pragmatic judgement, • Confident in challenging senior stakeholders constructively, • High levels of credibility, resilience and personal impact, • Collaborative team player who role‑models organisational values, • Strong commitment to continuous learning and improvement, • Competent user of MS Excel, Word, PowerPoint, and Teams., • Knowledge of platform propositions, including WRAP Platforms and SIPPs., • Professional certifications such as CIPP/E, CIPM, or equivalent., • Degree or relevant professional qualification. We are the Nucleus Group Services Limited and we help make retirement more rewarding. Here at Nucleus, people come first – whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too. Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact. Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work. Are we a perfect match? Check outthis videoand find out! As with most things in life, who cares, wins. We really care about inclusion. For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future‑relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. More diversity means broader experience, a wider set of perspectives and a better collective ability to problem‑solve. And it means being more representative of customer groups, which supports areas such as product development. #J-18808-Ljbffr

• Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions, • Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions, • Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent, • We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role, • We are looking for a senior tax leader to join M&G’s Group Tax team as Head of Life Tax, leading our Life tax function and supporting a dynamic and evolving business, • This is a high-impact role at the centre of the Group’s financial and regulatory agenda, combining technical expertise, commercial insight and strategic influence, • Lead all aspects of Life tax compliance and reporting, ensuring high-quality delivery in a well-controlled environment, • Act as a trusted adviser to the Life business, supporting strategic initiatives, transactions and regulatory change, • Manage key relationships with HMRC, auditors and senior stakeholders across Finance, Risk and the business, • Play a key role in managing tax risk and contributing to the Group’s wider tax strategy and control framework, • Build and lead a high-performing team, driving capability development and continuous improvement, • You will be joining a collaborative, high-performing tax team operating at the heart of a FTSE 100 financial services group. The role offers the opportunity to shape tax strategy, influence business decisions and help design sustainable operating models in an increasingly complex global tax environment, • Commercially minded, with the ability to translate technical issues into clear business advice, • Strong focus on governance, risk management and delivery, • Deep expertise in Life / insurance taxation, with strong technical and judgement skills, • Proven experience leading teams and working with senior stakeholders in complex organisations, • 8% non-contributory pension plus up to 5% matching, • Life Assurance & Death in Service, • Support, feedback and development programmes to help you reach your full potential, • Flexible culture and ways of working, • Focus on health & wellbeing, • 30 days holiday as standard (excluding bank holidays), with the ability to purchase an additional 5 days, • Time off when you need it includes carer’s leave, faith leave, grandparent leave and career breaks, • New parents receive up to 26 weeks of full pay while on leave, • 4-week back-to-work transition for new parents: work 80% of your contractual hours, be paid for 100%, • New parents can take family leave in flexible blocks within the first year of birth/adaoption #J-18808-Ljbffr

We are looking for a senior tax leader to join M&G's Group Tax team as Head of Life Tax, leading our Life tax function and supporting a dynamic and evolving business. This is a high‑impact role at the centre of the Group's financial and regulatory agenda, combining technical expertise, commercial insight and strategic influence. • Lead all aspects of Life tax compliance and reporting, ensuring high‑quality delivery in a well‑controlled environment., • Act as a trusted adviser to the Life business, supporting strategic initiatives, transactions and regulatory change., • Manage key relationships with HMRC, auditors and senior stakeholders across Finance, Risk and the business., • Play a key role in managing tax risk and contributing to the Group's wider tax strategy and control framework., • Build and lead a high‑performing team, driving capability development and continuous improvement., • Deep expertise in Life / insurance taxation, with strong technical and judgement skills., • Proven experience leading teams and working with senior stakeholders in complex organisations., • Commercially minded, with the ability to translate technical issues into clear business advice., • Strong focus on governance, risk management and delivery. You will be joining a collaborative, high‑performing tax team operating at the heart of a FTSE 100 financial services group. The role offers the opportunity to shape tax strategy, influence business decisions and help design sustainable operating models in an increasingly complex global tax environment. • 18% pension scheme (13% employer contributions, 5% employee contributions)., • Share Save and Share Incentive Plan., • Financial wellbeing and support services., • 38 days annual leave, with the option to purchase up to 5 extra days., • Time Off When You Need It policy., • Inspiring Families policy with paid parental leave covering maternity, adoption, surrogacy and paternity., • Health & Protection cover including private healthcare, critical illness cover and life assurance. We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and employee‑led networks. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long‑term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks. M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long‑term health conditions, disabilities or neuro‑divergent conditions. If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: #J-18808-Ljbffr

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. We’re on the lookout for a talented Senior Consulting Actuary to join our UK Financial Consulting team, in a highly visible and influential role. This appointment is suited to an individual who is ready to take ownership of client relationships, lead complex projects, and play a key role in growing our corporate actuarial offering. You’ll be at the heart of delivering expert corporate actuarial advice to sponsors of defined benefit pension schemes, helping clients tackle complex challenges with confidence. There are also opportunities to take on scheme actuary appointments so would be perfectly suited to someone with a scheme actuary certificate looking for a balance of trustee and corporate work (although this is not essential). This is your chance to make a real difference—enhancing our actuarial consulting practice, driving its growth, and shaping its future success. We’re flexible on location and welcome applications from candidates near our offices in Manchester, London, Ipswich, or Edinburgh. • Take ownership of key client relationships, acting as a trusted adviser to sponsors and trustees, • Lead the delivery of complex expert actuarial projects from strategy through to execution, • Provide expert advice on funding, risk management and pension strategy, • Identify and develop new business opportunities, leveraging Gallagher’s broking relationships and wider network, • Support and lead client pitches, contributing to the growth of the practicePlay a central role in shaping and expanding the corporate team, including mentoring and developing more junior colleagues over time, • Share your expertise by speaking at industry seminars and representing Gallagher in client meetings, • Ensure high standards by conducting thorough peer reviews and maintaining compliance, • You’re a qualified actuary (FIA/FFA) with a wealth of experience in actuarial consultancy, • Strong track record of managing senior client relationships and navigating complex stakeholder environments, • A self-starter who is comfortable operating autonomously and taking full ownership of client outcomes, • Commercially aware, with an ability to identify and convert business development opportunities, • Able to operate independently, managing priorities and delivering high-quality outputs with minimal senior support, • Collaborative in approach, but confident leading independently when required On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days, • Defined contribution pension scheme, which Gallagher will also contribute to, • Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x, • Income protection, we’ll cover up to 50% of your annual income, with options to top up, • Health cash plan or Private medical insurance Other benefits include: • Three fully paid volunteering days per year, • Employee Stock Purchase plan, offering company shares at a discount, • Share incentive plan, HMRC approved, tax effective, stock purchase plan, • Critical illness cover, • Discounted gym membership, with over 3,000 gyms nationally, • Season ticket loan, • Access to a discounted voucher portal to save money on your weekly shop or next big purchase, • Emergency back‑up family care, • And many more… Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long‑term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with TAGlobalSupport@ajg.com. If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less‑favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, colour, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #J-18808-Ljbffr

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