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hackajob is collaborating with AJ Bell to connect them with exceptional professionals for this role. \n Job Description \n We're looking for a commercially minded Customer Marketing Manager to help us grow customer engagement, drive investment activity and deliver long-term value across our Direct-to-Consumer (D2C) business. \n This is an exciting opportunity for an experienced customer marketer who thrives on understanding customer behaviour, creating impactful marketing campaigns and delivering measurable business results. You'll play a key role in shaping how we engage with our customers, encouraging them to make the most of their relationship with AJ Bell through relevant, timely and effective communications. \n Working closely with colleagues across Marketing, Product, Data, Compliance and Customer Services, you'll lead customer marketing initiatives that support customer growth, retention and engagement, while helping to deliver an exceptional customer experience. \n What you'll do: \n\n • Develop and deliver customer marketing campaigns that drive customer engagement, funding, investing activity and long-term customer value.\n, • Own key customer marketing initiatives and commercial campaigns, ensuring they are customer-focused, commercially effective and aligned with wider business objectives.\n, • Use customer insight, data and performance analysis to identify opportunities to improve engagement, customer outcomes and campaign effectiveness.\n, • Lead the planning and delivery of key commercial moments throughout the year, including tax year end activity.\n, • Work collaboratively with teams across the business to deliver joined-up customer experiences and ensure marketing activity supports wider strategic priorities.\n, • Take ownership of campaign performance, using insight and testing to continuously improve results.\n, • Manage multiple projects and priorities simultaneously, ensuring activity is delivered to a high standard and within agreed timescales.\n, • Build strong relationships with stakeholders across Marketing, Product, Data, Compliance and Legal to deliver effective customer communications.\n, • Support the development of a Marketing Executive, providing coaching, guidance and day-to-day support.\n, • Ensure all activity meets regulatory requirements and supports good customer outcomes.\n\n What we're looking for: \n We're looking for an enthusiastic and commercially focused customer marketer with experience delivering successful customer marketing campaigns within a D2C environment. \n You'll be someone who enjoys taking ownership, works well both independently and as part of a team, and is motivated by delivering tangible business results. \n You'll have: \n\n • Proven experience in customer marketing within a direct-to-consumer business.\n, • A strong track record of delivering campaigns that drive customer engagement, retention, growth and commercial performance.\n, • Excellent understanding of customer behaviour and how to create relevant and effective customer communications.\n, • Strong commercial awareness and a results-focused mindset.\n, • The ability to use customer insight and performance data to inform decision-making and improve outcomes.\n, • Excellent stakeholder management and communication skills, with the ability to build relationships across a range of teams and seniority levels.\n, • Strong organisational and project management skills, with the ability to manage multiple priorities effectively.\n, • A proactive, collaborative and positive approach, with a willingness to take ownership and make things happen.\n\n Nice to have: \n\n • Experience within financial services or another regulated industry.\n, • Previous people management or coaching experience.\n\n About AJ Bell \n At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. \n We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. \n Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. \n We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026, a reflection of our supportive and collaborative culture. \n What we offer \n\n • Starting salary between £50,000 - £65,000 per annum (dependent on experience)\n, • 27 days holiday, increasing with service + buy/sell scheme + bank holidays \n, • 8% Pension with matched contributions \n, • Discretionary bonus scheme \n, • Share schemes (including free shares and BAYE) \n, • Health Cash Plan and discounted private healthcare \n, • Enhanced family leave (subject to qualifying criteria) \n, • Travel and bike loan schemes \n, • Employee Assistance Programme \n\n Life at AJ Bell \n\n • Regular social events including summer and Christmas parties \n, • Learning and development opportunities tailored to you \n, • Casual dress code \n, • Friendly, supportive team environment \n\n Our ways of working \n At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 50% of your working time in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. \n Inclusion & diversity \n We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work. \n We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. \n Agency information \n This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.

hackajob is collaborating with AJ Bell to connect them with exceptional professionals for this role. \n Job Description \n As part of our continued growth and investment in our data and analytics capabilities we have an exciting opportunity for Senior Manager Data and Insights to join AJ Bell. \n As the Senior Manager Data and Insights, you will play a pivotal role in leading the delivery of high-impact data, business intelligence solutions, and commercial and customer analytics that help inform and sharpen the AJ Bell D2C strategy. \n This role sits at the heart our business and you will act as a trusted partner and adviser to our senior management team along with colleagues from product, marketing, digital and UX ensuring they have high quality data and insight at their fingertips. \n What does the job involve? \n\n • Leadership of a growing and high performing team of data engineers, BI developers, and analysts – coaching individuals and the team to deliver their best for the business. Fostering a culture of collaboration, innovation, and continuous learning to drive professional growth and development within the team. \n, • Developing and delivering the D2C data strategy through consulting with stakeholders and developing a comprehensive understanding of their goals and strategies, ensuring our data architecture is robust, fit-for-purpose and scalable against out ambitious growth ambition. \n, • Ensuring strong technical and business processes including documentation so that our data pipelines and data assets are robust, and that change is delivered in a governed and controlled manner and at the pace our stakeholders require \n, • Setting out and delivering our reporting architecture, guiding the team to continuously improve our suite of dashboards, and rolling them put to the business and taking the lead on delivering self-service and improved data literacy across the division. You’ll continually evolve our dashboard suite in line with stakeholder feedback \n, • Develop the analytics and insight roadmap, engaging with senior leaders across the business to ensure their immediate and longer-term needs are met. You will also act as the data and analytics SME in critical projects and programmes, ensuring they are supported with time-critical, relevant, and high-quality insights. \n, • Ensure the team deliver high-quality analytics projects that are accurate and on time/on brief but also that there are clear and well-evidenced recommendations and actions in place. \n, • Working closely with our stakeholders in D2C (particularly Marketing and Product) to understand their plans and strategies to develop an operating model and plans for data and analytics. \n, • You’ll also take the lead on engaging with and working closely with our central data and technology teams to deliver changes and create an aligned way of working and ensure cross-functional alignment. \n, • Continually assess our ways of working and roadmaps, proactively identifying opportunities for efficiency and innovation \n, • Working closely with our central data and technology colleagues to collaborate on projects, share best practice and agree on common ways of working across the AJ Bell data community \n, • Ensure compliance with regulatory requirements and industry standards related to data privacy, security, and confidentiality. You’ll ensure the team have effective controls in place, monitor any risks to the team, and own the rectification of any data incidents. \n, • Supporting and enabling the business to achieve its regulatory requirements, including consumer duty. \n\n About you \n\n • Significant proven experience in leading and developing data, reporting and analytics teams in financial services or a highly regulated industry \n, • Excellent long-term planning and short-term prioritisation skills, including effective communication and ensuring delivery of priorities \n, • Experience of developing a data and analytics strategy and evidence of delivering against a prioritised roadmap \n, • A track record of delivering highly scalable and robust data architecture, and in particular working with real time or near real time data and pipelines. \n, • Experience of working with diverse data sources across customer, transactional and external data, and different cadences. Experience of working with third party data enhancement and marketing data sources such as Google Analytics is highly desirable \n, • In-depth knowledge of cloud-based data architecture, database development, and management. Previous experience with Snowflake is desirable \n, • Best practice for systems and data governance including development processes and documentation \n, • Previous responsibility for business-critical data assets and platforms \n, • Hands-on experience and ownership of marketing automation platforms such as Salesforce Marketing Cloud, Braze, Marketo or Bloomreach is highly desirable. \n, • Proven understanding of GDPR and data governance, preferably in financial services \n, • Demonstrable experience of developing and scaling a high volume and complex reporting architecture and dashboard suite. \n, • Broad knowledge of business intelligence principles, approaches, and tools/platforms. Power BI is preferred \n, • Understanding of marketing and product performance metrics and approaches. Exposure to Google Analytics and user engagement tools and testing platforms such as Contentsquare, AppsFlyer, Optimizely is highly desirable. \n, • Experience of developing and applying robust AI-based approaches and LLMs to generate efficiencies \n, • Extensive experience of small- and large-scale analytical project approaches encompassing data mining, summarisation, and presentation of impactful and insightful results \n, • Excellent proficiency in data manipulation languages, particularly SQL, and able to write complex queries and repeatable stored procedures. Experience in low-code solutions like DBT is highly desirable \n, • Data storytelling and able to condense complex analytics into clear narratives and actions for a range of technical and non-technical stakeholders \n, • Practical experience of data science and predictive techniques such as regression modelling, cluster analysis, decision trees, etc. is desirable \n, • Strong understanding of data and systems integration and data pipelines including development approaches. \n, • Understanding of marketing and communication technologies, and modern personalised marketing principles particularly using CRM platforms and orchestration tools. \n, • Outstanding stakeholder engagement and management skills \n, • Highly effective communication skills and comfortable working with both technical and non-technical teams \n, • Proven ability to work effectively with multidisciplinary teams across technology, operations, product, and marketing. \n\n About AJ Bell \n AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. \n Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures. \n We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture. \n What we offer \n\n • 27 days holiday, increasing with service + buy/sell scheme + bank holidays \n, • 8% Pension with matched contributions \n, • Discretionary bonus scheme \n, • Share schemes (including free shares and BAYE) \n, • Health Cash Plan and discounted private healthcare \n, • Free gym \n, • Enhanced family leave (subject to qualifying criteria) \n, • Travel and bike loan schemes \n, • Employee Assistance Programme \n\n Life at AJ Bell \n\n • Regular social events including summer and Christmas parties \n, • Learning and development opportunities tailored to you \n, • Casual dress code \n, • Friendly, supportive team environment \n\n Our ways of working \n We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. This role can be based in London or Manchester. \n For new starters, there is an initial period of full-time office working to help you settle in and build relationships. \n Inclusion & diversity \n We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. \n We welcome applications from all backgrounds and make hiring decisions based on skills, experience, and potential.

Independent Financial Adviser (IFA)Wealth Management | HNW & SHNW Clients | Mortgages | Commercial Finance | Protection & Insurance Harrow, London | Employed or Self-Employed Options | Exceptional Earnings Potential Join a Growing FCA-Regulated Family Office 167 Solutions is partnering with a directly FCA-regulated financial services firm that is experiencing significant growth and has ambitious plan... ZIPC1_UKTJ

One of the World's top insurance companies, with great ratings in the UK is currently looking for an additional member for the small in-house legal team. You will provide sound legal advice to the business and represent the organisation and wider financial services group in meetings and negotiations. You will act as a trusted adviser and develop a good technical legal and insurance knowledge as your responsibilities and remit increases over time. You will assist in training the business in relation to legal matters and also work on large scale legal projects affecting the insurance business. The remit of work will be broad as you cover commercial contracts, terms of business, outsourcing and services agreements, as well as insurance specific documentation dealing with brokers, agents, reinsurance, novations and distribution agreements etc. Your background can therefore either be from a commercial or regulatory insurance perspective, and those with strong commercial experience without insurance, or corporate insurance background will also be considered. \n\n As part of the established and respected team within a sustainable insurance brand you will need to demonstrate excellent communication skills in order to play an integral part in all the department's activities. You should have some financial services regulatory knowledge and know your way around the FCA rules. You will be at least 2 years qualified but there is no upper limit on experience levels. \n\n Ref: 3624870

Head of AML\n \n📍 London \n \n💼 Hybrid Working\n \n \nWe're working with a brilliant global law firm currently looking to invest in their senior compliance leadership team, bolstering a strong support team around the GC. Now looking to bring on board a Head of AML \n \n \nThis is a senior leadership role offering the opportunity to shape the firm's AML strategy, manage a high-performing team and act as a trusted adviser to partners and senior stakeholders on complex financial crime, sanctions and regulatory matters\n \n \nYou'll play a key role in ensuring the firm continues to meet the highest standards of compliance while supporting a fast-paced, commercially focused legal practice\n \n The Role?\n \n\n • Lead and develop the firm's AML function and oversee its anti-money laundering strategy.\n, • Manage, mentor and develop a team of Financial Crime Risk Managers and AML professionals.\n, • Act as the senior escalation point for complex AML, sanctions and financial crime matters.\n, • Provide practical, commercial advice to partners, lawyers and senior stakeholders across the business.\n, • Support the ongoing development and optimisation of the firm's Intapp Matter Opening system.\n, • Deliver AML and Counter Terrorist Financing training across the firm.\n, • Work closely with the MLRO, MLCO, COLP and General Counsel teams on regulatory matters.\n, • Support sanctions compliance and broader financial crime initiatives.\n, • Drive continuous improvements to AML policies, procedures and controls.\nAbout You?\n \n\n • Significant experience in an AML-focused legal compliance role within a law firm.\n, • Qualified Solicitor in England and Wales\n, • Strong technical knowledge of the Money Laundering Regulations (MLRs), LSAG Guidance, POCA and UK sanctions.\n, • Experience managing complex AML and financial crime escalations.\n, • Previous people management experience, with a passion for developing high-performing teams.\n, • The confidence to influence partners and senior stakeholders.\n, • Experience using Intapp or similar matter opening/client onboarding systems (desirable but not essential).\nWhat's in it for you?\n \n\n • Senior leadership position within a highly regarded international law firm.\n, • Exposure to complex, high-profile and cross-border matters.\n, • Fabulous firm wide benefits\n, • Genuine opportunity to influence strategy and drive continuous improvement.\n, • Truly collabortive and supportive culture working with a fabulous GC\n\n \nIf you're a Head of AML, Senior AML Manager, Financial Crime Lawyer or Legal Compliance Solicitor looking for your next leadership opportunity, I#d love to chat with you\n \n \nReach out\n \n \nLet's have a confidetial conversation.

Central London \n Hybrid: 3 days in 2 days WFH \n Competitive Salary + Bonus \n We're working with a leading London law firm to recruit a Senior Data Adviser for its Lawtech team. \n This is a newly created role and a rare opportunity to become the firm's first dedicated data specialist. You will help shape how the firm uses data, AI and knowledge assets to improve legal service delivery. \n You will work closely with lawyers, IT, Risk, Finance, Marketing and innovation colleagues to build data models, develop reporting, support AI-ready knowledge repositories and identify opportunities for better use of data across the firm. \n Key responsibilities \n\n • Build and develop the firm's legal knowledge data model\n, • Analyse business, client, matter and knowledge data\n, • Create dashboards, reporting and insight\n, • Support AI, automation and innovation projects\n, • Prepare structured and unstructured data for AI use cases\n, • Support data governance, quality and best practice\n, • Work with senior stakeholders across the firm\n\n What we're looking for \n\n • 5+ years' experience in data, analytics, AI or machine learning\n, • Strong Python and advanced SQL skills\n, • Experience with data modelling, data pipelines and analytics\n, • Power BI, Tableau or similar reporting tools\n, • Exposure to LLMs, vector databases, retrieval methods or enterprise AI platforms\n, • Strong stakeholder management and communication skills\n, • Interest in legal technology, knowledge management and innovation\n\n Legal sector experience would be helpful but is not essential. Candidates from professional services, consulting, financial services or complex corporate environments will also be considered. \n Why apply? \n\n • First dedicated data role in the team\n, • Genuine influence over data and AI strategy\n, • High-profile law firm environment\n, • Strong exposure to emerging legal AI\n, • Collaborative and well-regarded Lawtech function\n, • Competitive salary, bonus and benefits\n\n Apply now for a confidential discussion.

Our client, a leading property consultancy, is looking to recruit an experienced Senior Project Manager and Associate to join its established Project Management, Office sector team in London. \n \n This is an opportunity to take a leading role in the delivery of high-profile office fit-out, refurbishment and repositioning projects across Central London, working with a diverse client base that includes occupiers, investors and developers. \n \n The successful candidate will manage projects from inception through to completion, build lasting client relationships and help shape the continued growth of the team. \n \n Working within a collaborative, ambitious and well-established consultancy, you'll join a respected team delivering a range of office projects, from occupier fit-outs through to major landlord refurbishment and repositioning schemes. Projects typically range from 5,000 sq ft to 200,000 sq ft, with exposure to larger landmark developments across London. \n \n The role \n • Lead the delivery of office fit-out, refurbishment and repositioning projects from initial brief through to completion. \n • Act as a trusted adviser to clients, providing strategic guidance on project delivery, procurement, programme, risk and commercial matters. \n • Manage and coordinate multi-disciplinary project teams through design, tender, construction and handover stages. \n • Build and develop strong client relationships, identifying opportunities for repeat business and new instructions. \n • Prepare fee proposals, support client pitches and contribute to business development activities. \n • Produce and present project, programme and financial reports to clients and stakeholders. \n • Support and mentor junior team members, helping to develop technical capability across the team. \n • Contribute to the continued growth and success of the London Project Management team. \n \n About you \n We're keen to speak with commercially aware project professionals who enjoy delivering complex projects, building client relationships and achieving positive outcomes. \n You will ideally have: \n • MRICS qualification or an equivalent project management, construction or engineering qualification. \n • A strong track record delivering office fit-out, refurbishment or repositioning projects within the London market. \n • Experience in occupier-side PM work. \n • Excellent stakeholder management and client-facing skills, with the confidence to advise and influence senior stakeholders. \n • Experience leading project teams and managing multiple projects simultaneously. \n • Strong commercial awareness and an interest in developing client relationships and supporting business growth. \n • A collaborative approach, with a passion for mentoring and developing colleagues. \n \n \n Due to the volume of applications received, if you don't hear back from us within 2 weeks, please assume your application has been unsuccessful on this occasion. \n \n If you require any adjustments or additional support during the recruitment process for any reason whatsoever, please let your us know.

Senior Client Services Administrator \n SJP Practice | Dartford – office based | £35,000 + discretionary bonus \n \n A highly regarded St. James's Place wealth management practice near Dartford is looking for an experienced Senior Client Services Administrator to join its team. The practice is currently growing, and this newly created role offers a genuine, built-in pathway into management as the team expands. \n \n The Role \n You will act as senior support within the administration team, delivering high-quality client servicing and adviser support while helping to guide and develop less experienced colleagues. This position offers variety, responsibility and a clearly defined route to progression. \n \n Key Responsibilities \n • Delivering accurate, high-quality client services administration across the practice \n • Providing day-to-day administrative support to the practice's financial advisers \n • Supporting client review cycles from preparation through to completion \n • Processing new business submissions and ongoing client servicing requests \n • Updating and maintaining client records, including CFR \n • Acting as a senior point of support and mentorship for the wider admin team \n • Helping to maintain service standards through a period of significant growth \n • Supporting the smooth running of practice processes and systems \n • Progressing towards a managerial position as the team scales \n \n About You \n • Experience within a St. James's Place practice is essential \n • Minimum 3–5 years' experience in a similar financial services administration role \n • Confident using Salesforce and adapting to new systems \n • Confident acting as senior support to a developing team \n • Well organised, accurate and professional under a busy workload \n • Genuine ambition to step into management as the practice grows \n • RO qualifications not essential – full study support provided \n \n Benefits \n • £35,000 salary plus discretionary bonus \n • 25 days' holiday plus bank holidays, with additional time off over Christmas \n • Study support towards professional qualifications \n • Built-in progression pathway into management \n \n This is an excellent opportunity for an experienced SJP administrator looking for a secure, progressive role within a practice at a genuinely exciting stage of growth. \n \n For a confidential discussion or to apply, please contact Jo at Financial Divisions.

A fantastic opportunity has become available for an experienced Financial Adviser to join this award winning Chartered IFA firm in Richmond \n We are looking for an experienced and successful Financial Adviser and there is no need to bring clients with you \n This company has a great client base available from a retiring IFA so the successful candidate will be servicing good HNW clients \n Full Paraplanning and Admin help from the start \n Base £65-75000 plus a fantastic commissions package on top plus a guaranteed bonus \n You should easily earn 6 figures \n Hybrid working \n For more details call Jason at Astral

A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. \n This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. \n \n The Role \n You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. \n Key responsibilities include: \n\n • Preparing detailed suitability reports and recommendations\n, • Conducting research and analysis across pensions, investments, and protection\n, • Assisting with cashflow modelling and financial planning strategies\n, • Liaising with advisers, administrators, and providers\n, • Supporting the end-to-end advice process\n\n \n Why This Role Stands Out \n\n • Clear route to Adviser – the firm actively supports and develops paraplanners into client-facing roles\n, • Supportive, close-knit team – you’ll be part of a collaborative environment where your development is prioritised\n, • Exposure to high-quality advice work with experienced advisers\n, • A business that genuinely invests in its people and long-term careers\n\n \n Working Pattern \n\n • Harrow-based office\n, • Hybrid working available (typically 2–3 days from home)\n, • Flexible and understanding culture\n\n \n Package \n\n • Up to £50,000 basic salary (depending on experience)\n, • Study support for further qualifications\n, • Clear progression pathway into advising\n, • Stability within a growing IFA firm\n\n \n Requirements \n\n • Level 4 Diploma in Financial Planning (CII) – essential\n, • Experience in a paraplanning role within an IFA firm\n, • Strong technical knowledge across pensions and investments\n, • Excellent attention to detail and report writing skills\n, • Ambition to progress into an Adviser role\n\n \n The Ideal Candidate \n You’ll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.

Kenneth Brian are seeking a commercially minded Finance Business Partner to join a growing finance team. This is a fantastic opportunity for a proactive finance professional who enjoys working closely with operational teams, influencing decision-making, and driving business performance. \n As a key member of the finance function, you will act as a trusted adviser to stakeholders across the business, providing financial insight and support to help achieve strategic objectives. This role offers a blend of commercial finance, business partnering, forecasting, and hands-on financial management. Key Responsibilities\n\n • Partner with operational managers and department heads, providing financial guidance and support to drive business performance.\n, • Lead the budgeting and forecasting process, working closely with stakeholders to develop robust and achievable financial plans.\n, • Deliver meaningful financial analysis, identifying trends, risks, and opportunities to support strategic decision-making.\n, • Develop financial models and scenario analyses to evaluate business initiatives and support future planning.\n, • Monitor profitability and expenditure, recommending actions to improve margins, efficiency, and overall financial performance.\n, • Support cash flow management through credit control activities and oversight of supplier payment processes.\n, • Assist with finance administration, including processing financial transactions and responding to supplier and customer queries.\n, • Contribute to continuous improvement initiatives within the finance function and support ad hoc projects as required.\nAbout You\n To be successful in this role, you will have: \n\n • Previous experience in a Finance Business Partner, Management Accountant, or similar commercial finance role.\n, • Strong analytical skills with the ability to interpret complex financial information and present clear recommendations.\n, • Excellent communication and stakeholder management skills.\n, • Experience with budgeting, forecasting, and financial modelling.\n, • A proactive approach with the confidence to challenge and influence decision-making.\n, • Strong organisational skills and attention to detail.\n, • Part-qualified, qualified, or qualified by experience (AAT, ACCA, CIMA, ACA or equivalent) desirable.\nWhat We Offer\n\n, • Competitive salary and benefits package.\n, • Opportunities for professional development and career progression.\n, • A collaborative and supportive working environment.\n, • The opportunity to make a genuine impact on business performance and growth.\n\n

\n • Financial Planning Administrator - Chartered IFA\n, • City of London offices - Central London\n, • £28k - £35k basic salary plus benefits package\n, • Working in the pod of the highest billing adviser \n\n My client is a Chartered wealth planning business with offices in the City of London (near City Thameslink station) who have been operating for many years. I have met the Directors and placed close to 20 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. \n A vacancy has come available for a Financial Administrator/Trainee Paraplanner with12+ months of experience in financial planning who can administer all the necessary client services and back-office administration from start to finish and get involved in some basic paraplanning. You will report into a Team Leader within the pod. Experience using Intelligent Office is highly advantageous, but full training will be provided. \n You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. The role can progress into paraplanning or a more senior administrator/team leader. \n Contact Peter Fozard at Financial Divisions.

Paraplanner / Trainee Financial Adviser – Surbiton | Office Based | Up to £75,000 + Benefits \n Career path: Clear progression route to IFA with an inherited client pipeline \n \n We are working with a growing, independently owned financial planning firm based in Surrey to recruit a Paraplanner to join and enter on to a development pathway to becoming a Financial Adviser. The firm has a high and increasing workload and needs an experienced, self-sufficient paraplanner who can integrate quickly and hit the ground running. \n The firm provides comprehensive independent financial advice to a well-established private client base and is led by an experienced MD with decades of industry knowledge. This is a hands-on, high-output role working directly alongside the MD — not a back-office support function. You will be supporting client meetings and annual reviews, and providing technical guidance to the wider administration team. \n For the right individual, this role offers something rare: the MD is planning to reduce his hours over the medium term and is actively building a succession pipeline. The person who earns his trust will inherit hundreds of clients and transition into a fully independent IFA role managing their own book. That is not a vague aspiration — it is a planned, structural outcome of joining this business at this stage. \n Salary up to£75,000 for Chartered / highly experienced candidates \n \n WHAT YOU WILL BE DOING \n\n • Producing comprehensive suitability reports\n, • Preparing for client meetings and annual reviews — gathering performance figures, analysing portfolio performance, and running reports through FE Analytics\n, • Summarising complex technical information clearly and concisely for client-facing documents — without losing accuracy or compliance integrity\n, • Conducting technical research and provider comparisons across the firm's platform and product range\n, • Providing technical support and guidance to the financial administration team (two administrators)\n, • Supporting SIPP onboarding cases as required\n\n \n WHAT YOU WILL NEED \n\n • Paraplanning experience in an IFA or independent financial planning environment\n, • Strong technical knowledge of pensions, investments, and associated financial planning structures — able to work independently without step-by-step direction\n, • Proficiency with FE Analytics for report generation\n

If you’re looking for a role where you can grow, be trusted, and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. \n What You’ll Be Doing \n This is a varied, evolving role where no two days look the same. You’ll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you’ll be at the heart of the client journey. \n You’ll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. \n What They’re Looking For \n\n • Someone with around 12 months’ experience in an IFA or wealth management admin role (degreed education advantageous)\n, • A confident communicator who enjoys problem-solving\n, • Progress toward the Diploma (or keen to start)\n, • Strong organisational skills and attention to detail\n, • Experience with Intelligent Office is a big advantage\n\n What You’ll Get \n\n • A supportive, award-winning environment\n, • Mentoring from experienced advisers and paraplanners\n, • Clear progression routes\n, • A role that grows with you\n, • £30–35k salary depending on experience\n\n If you want a role that will stretch you, support you and set you up for long-term success, this is it. \n Please send your CV to Ursula at Financial Divisions

IFA Administrator (Progression to Financial Adviser) £30,000 - £36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Stable Company + Parking + Flexible Hours Hillingdon Are you an IFA Administrator looking to join a well-established IFA which will offer you career progression to Financial Adviser, funded qualifications, hybrid working and excellent work life balance? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings and technical work as part of a clear progression pathway toward becoming a Financial Adviser. Full support and funding toward Level 4 Diploma qualifications will be provided. This role would suit an IFA Administrator looking to build a long-term career as a Financial Adviser within a company that is invested in their employees' development and well-being. They will offer you 2 days a week WFH, flexible hours and 33 days holiday, alongside funded professional qualifications.The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Financial Adviser role * Looking for long-term development and work life balance Reference Number: BBBH24038 Key words: IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Hillingdon, Uxbridge. If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Award-Winning Firm \n Are you an ambitious IFA Administrator looking for your next step? \n This highly respected Chartered Financial Planning firm, known for its market-leading brand and exceptional client care is expanding its Client Services function and seeking a motivated individual ready to grow. \n The Role \n Your responsibilities will include: \n\n • Managing inbound adviser and client queries\n, • Ownership of Annual Review production, including plan updates\n, • Basic cashflow modelling using Voyant\n, • Collating data and checking complex cost disclosures\n, • Supporting pension/ISA top-ups and plan maintenance\n, • Investment administration: rebalancing, fee approvals, fund instructions, quarterly reporting\n, • Supporting unallocated fee resolution\n, • Responsibility for adviser and client diary management\n, • LOA’s & dealing with 3rd party providers\n\n This is a role that will evolve over time, ideal for someone who enjoys variety, responsibility and continuous development. \n About You \n\n • 12+ months IFA administration experience\n, • Working towards the Diploma in Regulated Financial Planning (1–2 exams completed advantageous)\n, • Strong communication skills and a confident telephone manner\n, • Experience with Word, Excel, Outlook\n, • Intelligent Office\n, • Exposure to cashflow tools or Analytics portfolio builder desirable\n\n Why Apply? \n You’ll join an award-winning, supportive firm that invests heavily in training, mentoring and long-term career development. This is a genuine opportunity to progress toward paraplanning, advisory or senior client management pathways. \n \n Please send your CV to Ursula at Financial Divisions

An exciting opportunity has arisen with one of the UK's fastest-growing national wealth management firms. Following significant expansion through both acquisition and organic growth, the business is continuing to invest in its Compliance & T&C function and is now seeking a Financial Advice Outcomes Specialist to join the team. \n This is a fantastic opportunity for an experienced Compliance or Advice Quality professional to play a key role in ensuring consistently high standards of financial advice, supporting advisers and helping to drive positive client outcomes across a national Financial Planning business. \n Working from home with occasional travel to regional offices, you'll work closely with the Compliance Director and T&C Manager, reviewing advice quality, supporting adviser development and contributing to the ongoing enhancement of the firm's compliance framework. \n \n The Role \n As a Financial Advice Outcomes Specialist, you'll be responsible for reviewing the quality of financial advice being delivered by Financial Planners, ensuring it meets both internal advice standards and FCA regulatory requirements. You'll adopt an outcomes-based approach to file reviews, assessing suitability under FCA COBS rules whilst ensuring advice and documentation demonstrate good client outcomes in line with Consumer Duty. \n Alongside advice reviews, you'll provide clear and constructive feedback to advisers, identify trends and recurring themes, support training initiatives, and contribute towards the ongoing development of the firm's Training & Competency framework. \n \n Key Responsibilities \n\n • Review the quality of financial advice provided by Financial Planners against company standards\n, • Conduct outcomes-based file reviews in line with FCA Consumer Duty requirements\n, • Assess suitability of advice against FCA COBS rules\n, • Deliver clear, constructive feedback and recommend appropriate remedial actions\n, • Identify trends and emerging risks, reporting findings to the Compliance Director\n, • Support the T&C Manager with adviser development and training initiatives\n, • Respond to compliance and technical queries within agreed service levels\n, • Manage advice quality review workflows through to completion\n, • Ensure accurate management information is captured for compliance reporting\n, • Support the implementation and ongoing development of the firm's T&C framework\n, • Provide coaching and guidance to improve adviser performance and advice quality\n, • Assist with workshops, training sessions and compliance initiatives\n, • Monitor adviser performance, CPD records and Key Performance Indicators\n, • Contribute to the development of compliance monitoring frameworks, methodologies and best practice\n, • Keep up to date with FCA regulatory developments and ensure ongoing compliance\n, • Escalate significant risks, breaches or emerging trends where appropriate\n, • Help identify opportunities to improve efficiency through technology and AI solutions\n\n \n About You \n To be considered, you'll ideally have: \n\n • Diploma in Regulated Financial Planning (DipPFS) or equivalent\n, • Experience conducting advice quality or file reviews within a retail financial planning environment\n, • Strong understanding of FCA regulation, Consumer Duty, COBS rules and conduct risk\n, • Excellent analytical skills and exceptional attention to detail\n, • Strong written and verbal communication skills\n, • Confidence delivering constructive feedback to Financial Planners\n, • Professional judgement and the ability to make balanced compliance decisions\n, • A proactive mindset with a genuine desire to improve processes and client outcomes\n, • Ongoing commitment to Continuing Professional Development (CPD)\n\n \n Desirable Experience \n Whilst not essential, the following would be advantageous: \n\n • Previous experience coaching or training Financial Planners\n, • Equity Release qualification\n, • Long Term Care qualification\n, • Securities qualification\n\n \n What's on Offer \n\n • £40,000 - £50,000 basic salary\n, • Discretionary bonus\n, • Comprehensive benefits package\n, • Fully home-based role with occasional travel to regional offices\n, • Clear progression pathway into a T&C Manager position\n, • Join one of the UK's fastest-growing wealth management firms\n, • Supportive, collaborative and forward-thinking culture\n, • Opportunity to directly influence advice quality and client outcomes across a national business\n, • Long-term career development within an expanding organisation\n\n \n This is an outstanding opportunity for someone with experience in financial planning compliance, advice quality or file checking who is looking to take the next step in their career within a progressive and rapidly growing wealth management business. You'll be joining a collaborative team where your expertise will genuinely influence adviser standards, regulatory excellence and, most importantly, positive client outcomes. \n

My client is a highly regarded boutique tax advisory practice specialising in complex UK and international tax and wealth structuring. They advise a prestigious client base including high and ultra-high net worth individuals, business owners, trustees, and financial institutions. \n \n Due to continued growth, they are seeking a Chartered Tax Adviser to join their specialist team. This role is strongly advisory-focused, offering exposure to high-value, complex tax matters in a confidential and technically demanding environment. \n \n Key Responsibilities: \n \n • Conduct research on complex UK and international tax issues \n • Prepare clear, concise tax advisory reports \n • Support senior professionals on advisory and contentious matters \n • Advise on private client, corporate, trust, and property-related tax issues \n • Assist with enquiries, disputes, and regulatory matters \n • Liaise with clients and professional advisers \n • Manage multiple assignments independently under time pressure \n \n Requirements: \n \n • CTA qualified with post-qualified advisory experience \n • Strong background in tax advisory within professional services \n • Excellent academic record (minimum 2:1 or equivalent) \n • Experience across key taxes (IT, CGT, IHT, Corporate Tax, VAT) \n • Knowledge of UK legal principles (trusts, companies, land law, etc.) \n • Strong report writing and analytical skills \n • Excellent communication and ability to work independently \n \n \n \n \n Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. \n \n Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Global Customs & Indirect Tax Director | FTSE 250 | £120k + Car + Bonus | London Hybrid \n \n Global Customs & Indirect Tax Director \n London | Hybrid (3 days per week) \n £120,000 Basic + Car Allowance + Bonus + Excellent Benefits (c.£150,000 Package) \n Shape Global Customs Strategy. Influence International Supply Chains. Drive Commercial Value. \n Exceptional opportunities at this level rarely come to market. \n Our client, a highly successful FTSE 250 global group, is seeking an experienced Customs & Indirect Tax leader to become the organisation's recognised global subject matter expert, shaping customs strategy across a complex international business. \n This is a high-profile, strategic appointment offering genuine influence across tax, finance, supply chain, procurement and commercial leadership. \n Rather than simply ensuring compliance, you'll play a critical role in protecting profitability, improving working capital and supporting international growth through commercially focused customs and indirect tax strategy. \n Why this opportunity? \n This role offers the opportunity to: \n\n • Own and shape the global customs and indirect tax strategy for a multinational manufacturing organisation.\n, • Influence major business decisions including supply chain redesign, international expansion and new market entry.\n, • Partner directly with senior leadership on commercially significant projects.\n, • Identify duty optimisation opportunities delivering measurable financial value.\n, • Build and enhance global governance, controls and best practice.\n, • Become the recognised customs and indirect tax authority across the organisation.\n\n This is a genuine strategic leadership opportunity rather than a transactional compliance role. \n Key Responsibilities \n Strategic Leadership & Governance \n\n • Develop and implement global customs and indirect tax policies, governance and control frameworks.\n, • Provide strategic oversight of customs brokers, tax advisers and external service providers globally.\n, • Monitor international regulatory developments and advise senior leadership on business impact, risk and opportunity.\n\n Business Partnering \n\n • Act as the trusted adviser to Supply Chain, Finance, Procurement and Commercial teams.\n, • Support the design of efficient international supply chain models incorporating customs duties, VAT/GST and excise considerations.\n, • Partner on major transformation programmes including ERP implementations, product launches and international expansion.\n\n Risk, Compliance & Optimisation \n\n • Lead global customs risk management activities and compliance reviews.\n, • Manage relationships with customs and tax authorities.\n, • Identify opportunities to optimise duty costs, improve cash flow and enhance operational efficiency through customs strategy, Free Trade Agreements and special customs regimes.\n, • Support technology-enabled customs solutions and trade compliance systems.\n\n Capability Building \n\n • Develop customs awareness across the business through training, coaching and practical guidance.\n, • Embed best practice throughout the organisation.\n\n About You \n We're interested in speaking with experienced indirect tax and customs professionals who have developed their careers within multinational industry, the Big 4 or HMRC and are looking for a genuinely strategic global position. \n You are likely to have experience in one or more of the following: \n\n • Global Customs\n, • International Trade\n, • Trade Compliance\n, • Indirect Tax\n, • Customs Strategy\n, • Excise\n, • VAT/GST\n, • Global Supply Chain\n, • Customs Governance\n\n You'll combine strong technical expertise with excellent commercial judgement and the ability to influence senior stakeholders across an international organisation. \n Why Join? \n\n • Rare standalone global leadership opportunity.\n, • Significant strategic influence across an international FTSE 250 group.\n, • High levels of autonomy and executive exposure.\n, • Hybrid working.\n, • Excellent long-term career prospects.\n, • £120,000 basic salary.\n, • Car allowance.\n, • Annual bonus.\n, • Comprehensive benefits package.\n\n This is an exceptional opportunity for an ambitious customs and indirect tax professional seeking a role where they can genuinely influence business strategy on a global scale. \n Interested or curious to learn more? \n Apply directly for further information or a confidential conversation.

\n We’re looking for talented estate agents with the drive to build their own business as a Territory Owner under the Yopa franchise. \n Yopa is one of the largest estate agency brands in the UK. Our service rivals the high street, while our unique technology-led offering gives customers a reason to choose us over the competition. We sell homes for a fair fixed fee that saves the average customer £2,800 (£6,000 in London), while also offering a No Sale, No Fee option that isn’t available with our main competitors. Our award-winning hybrid service has been named the best of its kind in the UK, and we’re rated ‘excellent’ by Trustpilot based on thousands of customer reviews. \n As a Territory Owner, you will have your own postcodes and the opportunity to grow your business without limits, with full control over your own agenda and helped by a team of Territory Managers. You’ll be building your own agency, but far from being alone, you will be part of a close-knit regional team and benefit from everything Yopa has to offer in terms of business support, including: \n\n • Fantastic free lead generation, with a focus on quality, from the central Yopa team with appointments booked in for you.\n, • Extra financial incentive for self-generated leads.\n, • Multiple revenue streams to help you diversify your business and income, including rewards for referring customers to our partnered conveyancers and our sister company Scout Financial Services.\n, • The option to set your own commission rates with No Sale, No Fee.\n, • The autonomy to run your own business with flexible hours that fit your existing commitments, and the freedom to employ your own team.\n, • No earnings cap - the only limit is your potential.\n, • An in-house marketing team providing personalised support, with free money every month to spend on marketing materials.\n, • Unique schemes that help you build your business’s visibility in the local area, such as Yopa’s successful Tech for Schools sponsorship programme.\n, • The full support of a team in our Contact Centres, including your own Personal Property Adviser to help your business stay in touch with your customers.\n, • Ongoing training and support from the Learning and Development team, mentorship from your Regional Director, and regular meetings with fellow colleagues and business owners.\n\n In return, we’re looking for estate agents who: \n\n • Already have strong experience in the world of estate agency, with a proven track record in valuing and listing homes, and who can confidently see the buying and selling journey through to completion.\n, • Demonstrate exceptional levels of customer service, with the willingness to help customers outside of ‘office hours’ and go the extra mile for that sale.\n, • Self-starters with the drive to build a long-term business that goes beyond the end of the month or the next paycheck. \n\n If you’re a passionate estate agent who wants to own your own business, benefit from first-in-class support, and help build the future of estate agency, we want to hear from you!

Mortgage Adviser \n London | £80k+ OTE Year 1 (Uncapped) | All Leads Provided | Full Back-Office Support \n Want to join a high-growth brokerage with a buzzy, social culture and a team-first approach? \n A respected, fast-growing mortgage brokerage is expanding its adviser team and offering an exceptional opportunity for ambitious, CeMAP-qualified individuals. Whether you’re an experienced adviser or newly qualified with strong sales acumen, this is a standout environment to build a successful mortgage career. \n You’ll be joining a collaborative, energetic office where advisers and management work closely together, share knowledge openly and celebrate wins as a team. It’s supportive, social and fast-paced. \n Key Responsibilities \n\n • Managing a steady pipeline of warm, pre-qualified clients\n, • Providing mortgage and protection advice with full support from the back-office team\n, • Conducting fact-finds and recommending suitable mortgage solutions\n, • Building strong relationships with introducers, clients and colleagues\n, • Working closely with a supportive management team who are always accessible\n, • Contributing to a positive, energetic office culture where collaboration is encouraged\n, • Delivering excellent customer outcomes and strong conversion rates\n, • These responsibilities are structured to support both experienced advisers and newly CeMAP-qualified candidates ready to grow quickly.\n\n What You Need \n\n • Full CeMAP qualification\n, • Strong telephone sales or client-facing background (Estate agency, property, Financial Services, Insurance or similar)\n, • Confident, target-driven and commercially minded\n, • Ambitious, coachable and comfortable in a lively, fast-paced environment\n, • Able to work full-time in an office-based setting\n, • If you’re newly qualified, you’ll receive full training, warm leads and hands-on support to help you build confidence and competence quickly.\n\n What’s On Offer \n\n • This is a self-employed position\n, • OTE £80k+ Year 1 (Uncapped).\n, • Consistent flow of warm, high-quality mortgage leads\n, • Exclusive introducer partnerships with leading estate agents & developers\n, • Full admin, case management & compliance support\n, • Complete tech, CRM & systems provided.\n, • 1-to-1 training, mentoring & fast-track development\n, • Buzzy, social, collaborative environment where advisers support each other\n\n Apply Now \n If you’re looking for a high-earning, lead-rich environment with a genuinely supportive team culture, apply today. Applicants must have the right to work full-time in the UK. \n Equal Opportunities \n Aspired Careers is committed to equal opportunities for all applicants. We welcome applications from every background and do not discriminate based on age, disability, gender identity, marital status, pregnancy, race, religion, sex or sexual orientation. We encourage a diverse and inclusive workforce where everyone feels valued, respected and able to thrive. \n \n \n Mortgage Adviser, Self-Employed Mortgage Adviser, Mortgage Broker, CeMAP, Trainee Mortgage Adviser, Mortgage Sales, Warm Leads, Estate Agency Leads, Protection Adviser, Financial Services Sales, High Commission, Mortgage Jobs London, Mortgage Advice, Protection Advice, Broker Jobs, Mortgage Career, High-Earning Mortgage Adviser, Collaborative Brokerage, Adviser Support.

If you're looking to move away from a routine compliance role and join a firm where you'll work closely with clients, develop your advisory skills and enjoy genuine career progression, this could be the opportunity you've been waiting for. \n We're recruiting on behalf of a successful and expanding firm of Chartered Accountants that continues to invest heavily in its people and technology. With a diverse client portfolio spanning owner-managed businesses, high-growth companies and established SMEs, the firm offers a varied workload and a collaborative working culture. \n This position would suit an experienced practice accountant looking to take ownership of client relationships whilst broadening their technical knowledge across accounts, tax and business advisory services. What You'll Be Doing\n You'll become a trusted adviser to a portfolio of businesses, supporting clients throughout the financial year rather than simply preparing year-end accounts. Working alongside experienced Managers and Partners, you'll be involved in a wide range of assignments while helping maintain the firm's high standards of client service. \n Your day-to-day duties are likely to include: \n\n • Preparing financial statements for a variety of business entities.\n, • Producing monthly and quarterly financial reports where required.\n, • Completing corporation tax returns and assisting with other business tax matters.\n, • Discussing financial performance and technical queries directly with clients.\n, • Reviewing bookkeeping records and identifying areas requiring attention.\n, • Supporting advisory projects, including business planning and financial forecasting.\n, • Providing guidance to trainees and junior members of the team.\n, • Building strong relationships with clients through regular communication and proactive support.\nAbout You\n You'll already have experience working within a UK accountancy practice and be comfortable managing your own workload. \n Applications are welcomed from ACA or ACCA qualified accountants, or those nearing qualification, who enjoy working with a varied client base and take pride in delivering an excellent service. \n Experience using cloud-based accounting systems and modern practice software would be beneficial, although training can be provided where necessary. Why Apply?\n\n • Competitive salary with regular salary reviews.\n, • Flexible and hybrid working arrangements.\n, • Varied client exposure across multiple industries.\n, • Structured career development and progression opportunities.\n, • Ongoing technical training and support.\n, • Modern working environment with a supportive team culture.\n, • Comprehensive employee benefits package.\n\n This is an excellent opportunity to join a respected accountancy practice that values professional development, encourages progression and offers the chance to build long-term relationships with an interesting and varied client portfolio. \n To find out more, or to apply in complete confidence, please contact Cameron James today.

Client-Facing Paraplanner \n London (hybrid) | High-Net-Worth & Ultra-High-Net-Worth Clients \n An established and highly respected London-based financial planning firm is looking to appoint an experienced Client-Facing Paraplanner to support a senior Financial Adviser in delivering sophisticated, bespoke advice to a discerning High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client base. \n This is an outstanding opportunity for a technically strong paraplanner who enjoys working directly with clients and wants to play an active role in the financial planning process. \n The Role \n Working in partnership with a highly experienced Adviser, you will be involved in every stage of the client journey, from attending meetings and preparing financial plans through to presenting cashflow modelling and helping to formulate complex recommendations. \n You will regularly engage with affluent clients and their professional advisers, helping to deliver a first-class financial planning experience. \n Key Responsibilities \n\n • Attend client meetings alongside the Adviser, taking detailed technical notes.\n, • Prepare and present cashflow modelling reports using Voyant.\n, • Assist in the development of tailored financial planning recommendations.\n, • Produce high-quality, bespoke suitability reports.\n, • Liaise directly with HNW and UHNW clients throughout the advice process.\n, • Work collaboratively with accountants, solicitors and other professional advisers.\n, • Support the implementation of pension, investment and tax-planning strategies.\n, • Contribute to the ongoing management of complex client relationships.\n\n About You \n The ideal candidate will have strong technical knowledge across holistic financial planning and experience supporting sophisticated client needs. \n Essential Experience \n\n • Previous paraplanning experience within a financial planning or wealth management environment.\n, • Strong report-writing skills and experience producing bespoke suitability reports.\n, • Experience with cashflow modelling, ideally using Voyant.\n, • Excellent communication and client relationship skills.\n, • Ability to work closely with Advisers on complex planning matters.\n\n Desirable Technical Knowledge \n\n • Inheritance Tax (IHT) planning.\n, • Venture Capital Trusts (VCTs).\n, • Enterprise Investment Schemes (EIS).\n, • Pension transfers and complex retirement planning.\n, • Investment and wealth management strategies.\n, • Estate and succession planning.\n\n What's on Offer? \n\n • Direct exposure to HNW and UHNW clients.\n, • A genuinely client-facing role with significant Adviser interaction.\n, • Complex and interesting financial planning cases.\n, • A collaborative, professional and supportive environment.\n, • Clear progression opportunities within a growing business.\n\n Basic salary to circa £60k, bonus and benefits. \n

\n Employee Benefits Consultant \n A specialist Employee Benefits team is seeking an experienced Employee Benefits Consultant to advise SME clients across Group Risk, Healthcare and wider benefits. You'll manage a portfolio of clients, act as a trusted adviser, and support both retention and new business growth within a dynamic, client-focused environment. \n This role suits someone who enjoys building relationships, delivering high-quality consultancy, and staying ahead of market trends. \n Role & Responsibilities: \n\n • \n Be the lead client contact and the first point of support for SME queries and benefits advice. \n • \n Manage Group Risk/Healthcare policies, renewals, reviews, claims and underwriting. \n • \n Build strong relationships with clients, prospects and insurers. \n • \n Partner with operations to deliver smooth consultancy and administration. \n • \n Provide technical guidance across your portfolio and wider benefits. \n • \n Spot growth opportunities for cross-sell and upsell. \n • \n Support new business and contribute to development targets. \n\n Essential Criteria: \n\n • Strong knowledge of healthcare or both group risk and healthcare policies.\n, • Ideally 3+ years experience in advising clients on group risk/healthcare schemes.\n, • Organised, proactive and able to manage a busy portfolio.\n\n This role will be remote based in the South of England, with the expectation of attending an office once per month so if this opportunity is of interest reach out or click apply today to learn more! \n \n Please quote 52467 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. \n \n Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest. \n \n

Financial Adviser / Wealth Manager – City of London | Hybrid | Up to £130,000 + 50% Bonus + Equity \n Salary: Up to £130,000 base (DOE) + .42% bonus on new AUM + 10% discretionary annual bonus + share options \n Working pattern: Hybrid — 2 days per week in the office \n \n We are working with an independent manager-owned boutique wealth management firm based in the City of London to recruit an experienced Financial Adviser or Wealth Manager on a permanent, hybrid basis. \n This is a rare opening at a firm that combines the personalised service of a boutique with the full infrastructure of a larger organisation — in-house discretionary investment management, dedicated paraplanners, compliance professionals, marketing support, and warm inbound leads. You will advise high-net-worth individuals and families on complex financial needs across investments, pensions, tax, and estate planning, with a client AUM profile typically ranging from £500k to £10m+. \n \n \n a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} \n This role would suit an Adviser who thrives on developing new client relationships and has a proven approach to new business acquisition, but is seeking the backing of a forward-thinking firm. You’ll receive full financial support, backed by a strong operational infrastructure, giving you the platform to accelerate your growth and maximise your potential. \n \n COMPENSATION AND BENEFITS \n • Base salary up to £130,000 depending on experience \n • .42% bonus on new AUM introduced (threshold of £625,000 a quarter) — example: onboard £10m AUM and earn approximately £31,500 bonus \n • Up to10% discretionary annual bonus \n • Share option scheme — equity participation for long-term wealth creation \n • Hybrid working — 2 days per week in a modern City of London office \n • Warm inbound referrals and digital marketing support provided \n • Top-quartile investment portfolios managed by an in-house investment team \n • Full paraplanning and compliance support \n \n WHAT YOU WILL BE DOING \n\n • Advising HNW clients across a broad range of financial matters including investments, pensions, tax planning, and estate planning\n, • Building strong, trust-based client relationships and conducting regular portfolio and financial plan reviews\n, • Developing new business through referrals, professional networking, and strategic partnerships\n, • Collaborating with paraplanners, investment analysts, and the compliance team\n, • Operating in a consultative, client-first manner — no hard sales or product-pushing culture\n\n Required: \n • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) — essential \n • Solid experience delivering holistic financial advice to HNW clients with complex needs \n • Proven ability to build and retain client relationships and grow AUM \n • Confident in new client acquisition through referrals and professional networks \n • Entrepreneurial mindset balanced with appreciation for structure and support \n \n Desirable: \n • Chartered Financial Planner status or working towards it \n • Experience advising clients in the £500k–£10m+ AUM range \n \n

A boutique, independent Wealth Management firm in the City is seeking an ambitious Graduate who is eager to build a long-term career in financial planning and wealth management. \n This is an entry-level position offering a clear, structured development pathway. You will begin in Adviser Support, gaining hands-on experience across pensions, investments, and protection, while working closely with Advisers who support a high-net-worth client base. Responsibilities will range from LOA’s, dealing with 3rd party providers, onboarding new business and ensuring all documents comply with FCA regulation. You will also prepare client meeting documentation, using FE Analytics. Responsibilities will increase over time and as your knowledge and skills grow. \n The firm is fully committed to your professional growth. You will receive comprehensive study support to achieve the Level 4 Diploma, ongoing mentoring, and the opportunity to progress into a Trainee Paraplanner role as your skills develop. This is a great opportunity to be part of a close-knit team, that is fully invested to supporting your development in an entry level role. You must have excellent communications skills, and the confidence to liaise with internal and external stakeholders. \n If you are looking to carve out a career in Wealth Management/Financial Planning, have a great eye for attentional to detail and willing to start at the bottom and work your way up in the traditional fashion in an IFA structure, please do respond ASAP as these roles don’t come about that often. If you have an internship/work experience in Wealth Management or similar, this would be advantageous. \n My client is looking for someone who is motivated, detail-driven, and ready to start at the foundation level with a firm that invests heavily in training and career progression, please send your CV to Ursula at Financial Divisions

An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. \n As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. \n This role offers benefits and a competitive salary depending on candidate experience. \n You will be responsible for \n\n • Providing technical paraplanning support across a broad range of financial planning cases.\n, • Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives.\n, • Preparing recommendations covering investments, pensions, retirement, tax and estate planning.\n, • Producing cashflow models, financial reports and suitability documentation.\n, • Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles.\n, • Preparing client review packs, investment performance reports and supporting documentation.\n, • Obtaining quotations, product information and research to compare suitable financial solutions.\n, • Liaising with clients, providers and third parties to ensure cases progress efficiently.\n\n What we are looking for \n\n • Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.\n, • At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.\n, • Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.\n, • Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.\n, • Experience within pension transfers and knowledge of inheritance tax planning and investment products.\n, • Strong understanding of current financial services legislation and regulatory requirements.\n, • Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint\n\n What's on offer \n\n • Competitive Salary\n, • RO exam study support, including funded first exam attempt.\n, • Care Cashback Plan (after successful completion of probation).\n, • Work-from-home Fridays (subject to business needs).\n, • Annual leave increasing with service (up to 25 days).\n, • Long service recognition and additional leave\n, • Three additional days off at Christmas.\n, • Access to an on-site gym.\n, • Company pension scheme.\n, • Staff discount.\n, • Birthday leave.\n\n Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. \n Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. \n Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003. \n \n

Our client is a whole-of-market financial planning practice based in Surrey, with an established team of advisers, paraplanners and support staff. They provide high-quality financial planning to a private client base that includes City professionals, families, business owners, retirees and HNW individuals, many of whom hold investable assets of £250,000 to £5 million. \n They have a strong reputation built over many years and a team culture that is professional, collaborative and supportive. This is a busy practice with a friendly working environment. \n The Role \n They are looking for an experienced IFA Administrator to join the team and work closely with the Managing Director and a second adviser, supporting approximately 120 client households. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision. \n You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function or management, though this is not a requirement of the role and a long-term career administrator pathway is equally valued. \n Key Responsibilities \n End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing. \n Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact. \n Overseeing Letters of Authority (LOAs) and managing the transfer process. \n Maintaining and updating client records accurately within Plannr CRM. \n Coordinating and preparing paperwork for annual review meetings. \n Liaising directly with clients, providers, and platforms in a professional and timely manner. \n Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events. \n General office administration and contributing to the smooth running of the business. \n Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant. \n The ideal candidate will have: \n Approximately two years’ experience in an IFA or financial planning environment. \n Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them. \n Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential). \n Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage. \n Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done. \n A professional and personable manner when dealing with clients and colleagues. \n Salary & Benefits \n £30,000 – £40,000 basic salary, commensurate with experience. Up to £45,000 for an experienced senior career administrator. \n Employer pension contributions above the statutory minimum. \n 25 days’ annual leave plus bank holidays. \n Full study support and exam funding for professional qualifications. \n Potential for one day per week working from home following completion of training.

Salary £38,000 – £42,000 (Depending on Experience) + Bonus + Full Study Support \n Structured Progression Pathway | Advisory Career Route | Established Wealth Management Practice \n An excellent opportunity has arisen for both a Financial Administrator or Paraplanner to join a highly successful and growing wealth management practice in London. \n The business is known for its collaborative culture, strong internal development focus and genuine commitment to progressing ambitious individuals into Financial Adviser roles over time. This is a rare opportunity to join a structured environment where you will gain exposure across the full financial planning process and be actively supported in building a long-term advisory career. \n You will be joining a pooled technical team working closely with experienced Financial Advisers and Paraplanners, supporting a wide range of clients across pensions, investments, protection and holistic financial planning. \n The firm is ideally seeking individuals with 1–2 years’ experience within a wealth management or financial planning environment who are either Level 4 qualified or actively working towards completion of the Diploma. Candidates with experience in structured financial planning environments will be well suited, but the key requirement is ambition, technical interest and a desire to progress into advice. \n The Opportunity \n You will become part of a collaborative team structure supporting advisers across all aspects of financial planning, with increasing exposure to technical work, client interaction and case complexity as you develop. \n This is a genuine career development opportunity with a clearly defined route into Financial Advice. \n Your responsibilities will include: \n • Supporting Financial Advisers and Paraplanners with day-to-day financial planning administration \n • Preparing client meeting documentation and review packs \n • Processing new business across pensions, investments and protection products \n • Liaising with providers to ensure smooth and timely case progression \n • Maintaining accurate client records across back-office systems \n • Supporting suitability report preparation and technical analysis (Paraplanner level) \n • Assisting with cashflow modelling and financial planning research where applicable \n • Participating in client meetings and adviser-led discussions over time \n • Managing workflow and supporting efficient case progression within the team \n • Ensuring all work meets compliance and regulatory standards \n • Progressing towards increased technical responsibility and ultimately a Financial Adviser role \n Requirements \n • 1–2 years’ experience within a Financial Planning, Wealth Management or IFA environment \n • Level 4 Diploma in Regulated Financial Planning (or actively working towards) \n • Strong understanding of pensions, investments and financial planning processes \n • Experience in financial services administration or paraplanning (depending on level) \n • Strong communication and organisational skills \n • High attention to detail and accuracy \n • Ambitious with a clear desire to progress into Financial Advice \n • Ability to work effectively within a team environment \n What's on Offer \n • Salary £38,000 – £42,000 depending on experience \n • Annual discretionary bonus \n • Full study support towards Level 4 Diploma and beyond \n • Clear and structured pathway into a Financial Adviser role \n • Ongoing mentoring from experienced Financial Advisers \n • Collaborative team structure with strong internal support \n • 20 days holiday + birthday off (rising with service) \n • Additional bank holidays and Christmas shutdown \n • On-site gym access \n • Auto-enrolment pension scheme \n • Long-term career development within a growing financial planning business \n Why This Opportunity Stands Out \n This role offers a genuine, structured pathway into financial advice within a well-established and supportive wealth management environment. \n Unlike many positions where progression is unclear or informal, this firm has a clear commitment to developing internal talent, offering mentoring, technical training and real client exposure to support your transition into an Adviser role over time. \n To discuss this opportunity in confidence, please contact Ryan at Financial Divisions.

Are you an experienced Senior IFA Administrator looking to take the next step in a dynamic and professional financial planning environment? \n We’re partnering with a well-established and highly regarded IFA firm seeking a skilled professional to provide dedicated 1:1 support to a Principal Adviser. This is a key role where your expertise will directly enhance client experience and business performance. \n You’ll work in a fast-paced setting, collaborating with advisers, paraplanners, and senior partners while playing a central role in delivering seamless financial planning support. \n In this role, you’ll: \n\n • Deliver exceptional client service, from preparing valuations to supporting annual reviews and adviser meetings\n, • Manage new business processing end-to-end, ensuring accuracy and timely communication\n, • Maintain FCA compliance and robust audit trails\n, • Liaise with providers to track applications, chase requirements, and follow up on fees/commission\n, • Keep client records organised and up to date using Intelligent Office\n, • Support a collaborative team environment while driving efficiency and high standards\n\n You’ll thrive here if you bring: \n\n • Proven experience in an IFA administration role\n, • Strong working knowledge of Intelligent Office\n, • Familiarity with platforms such as Abrdn Wrap and Quilter Wrap\n, • Confidence across multiple provider platforms\n, • Excellent attention to detail and a proactive, client-first mindset\n, • Solid Microsoft Office skills and strong communication ability\n\n Action \n If you’re organised, detail-driven and ready to make an impact in a respected financial planning firm, we’d love to hear from you. \n Apply today or get in touch to find out more. \n \n \n

An established and successful St. James's Place Partner Practice based in North West London is looking to recruit an experienced SJP Adviser to join its growing team. \n This is an excellent opportunity for a motivated financial adviser who holds Competent Adviser Status (CAS) and is looking to develop their career within a well-established, supportive, and professional practice. \n Key Requirements \n\n • Diploma Level 4 qualified (essential)\n, • Current Competent Adviser Status (CAS)\n, • Experience advising clients within the St. James's Place proposition\n, • Strong relationship-building and communication skills\n, • Professional, client-focused approach\n, • Ability to manage and grow an existing client portfolio while identifying new business opportunities\n\n The Role \n\n • Provide holistic financial planning advice to new and existing clients\n, • Build long-term client relationships through outstanding service\n, • Work within a highly supportive and established SJP Partner Practice\n, • Deliver advice in line with regulatory requirements and SJP standards\n, • Contribute to the continued growth and success of the business\n\n What's on Offer \n\n • Basic salary up to £50,000\n, • Attractive performance-related bonus\n, • Established and reputable SJP Partner Practice\n, • Supportive team environment\n, • Excellent long-term career progression\n, • Ongoing professional development and training\n\n If you are Diploma Level 4 qualified, hold CAS, and are looking to join a respected and growing SJP Partner Practice in North West London, we'd love to hear from you.

Role \n We are seeking an experienced and detail-oriented Paraplanner to join our financial planning team. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting technical research, and ensuring all advice is compliant and aligned with regulatory standards. This is an excellent opportunity for a technically strong individual looking to develop within a supportive and client-focused environment. \n Responsibilities: \n\n • Prepare accurate and compliant suitability reports based on adviser recommendations\n, • Conduct in-depth financial product and fund research\n, • Analyse client information including income, assets, pensions, investments, and protection needs\n, • Support advisers in the development of financial planning strategies\n, • Ensure all advice aligns with FCA regulations and internal compliance standards\n, • Liaise with advisers and administrators to gather and clarify client information\n, • Assist in preparing cashflow modelling and financial planning scenarios where required\n, • Maintain accurate and well-organised client records\n, • Keep up to date with financial products, legislation, and market changes\n\n \n Skills & Experience Required: \n\n • Diploma in Regulated Financial Planning (Level 4)\n, • Previous experience in a Paraplanning or technical financial services role\n, • Strong understanding of financial planning products including pensions, investments, and protection\n, • Experience writing suitability reports\n, • Knowledge of FCA regulations and compliance requirements\n, • Excellent analytical and research skills\n, • Strong attention to detail and accuracy\n, • Good communication skills and ability to work collaboratively with advisers\n\n

We are working with a leading UK wealth management business to recruit an experienced Financial Adviser for their City of London office. \n This is an excellent opportunity to join a well-established, growing organisation with a strong reputation for delivering high-quality, holistic financial planning. The business has invested heavily in its people, technology and support infrastructure, creating an environment where advisers can focus on delivering outstanding client outcomes rather than administration or cold business development. \n \n The Opportunity \n The successful individual will inherit an existing portfolio of approximately 70 clients, with further opportunities to grow the client bank through referrals, internal introductions and ongoing relationship development. \n You will provide holistic financial planning advice across pensions, investments, protection, tax planning and estate planning, building long-term relationships with clients while delivering tailored solutions aligned to their financial objectives. \n Comprehensive paraplanning and administrative support is provided, allowing you to spend more time with clients and less time on paperwork. \n \n What's on Offer \n\n • £65,000 basic salary plus £10,000 bonus (Level 4 qualified)\n, • £75,000 basic salary plus £10,000 bonus for Chartered or near Chartered Advisers\n, • Additional performance-related bonus with excellent overall earning potential\n, • Existing portfolio of around 70 clients\n, • Full paraplanning and administrative support\n, • Hybrid working (typically 3 days in the office and 2 from home)\n, • Modern City of London offices\n, • Ongoing professional development and clear long-term career progression\n, • Comprehensive benefits package\n\n \n About You \n To be considered, you should have: \n\n • Level 4 Diploma in Financial Planning\n, • Current Competent Adviser Status (CAS)\n, • A valid Statement of Professional Standing (SPS)\n, • Strong technical knowledge across pensions, investments, protection and wider financial planning\n, • Excellent communication and relationship management skills\n, • A genuine passion for delivering exceptional client outcomes\n, • Chartered status, or progress towards Chartered, would be advantageous but is not essential.\n\n \n This is an outstanding opportunity for an ambitious Financial Adviser seeking a professional, client-focused environment where advice quality and long-term relationships are prioritised over aggressive sales targets.

Fully Chartered IFA Firm | Established Client Bank | Strong Lead Flow | Clear Progression \n A highly respected, fully Chartered Independent Financial Advisory firm with multiple UK offices is seeking an experienced Chartered Financial Planner to join its London team. \n This is a rare opportunity to join a well-established, professional financial planning business with a strong infrastructure, high-quality client base and a consistent flow of new business opportunities. The firm is known for its ethical approach, technical excellence and commitment to delivering truly independent, client-focused financial advice. \n This role offers an excellent platform for an experienced Chartered Planner who is looking to focus on delivering high-quality holistic advice while building long-term client relationships within a supportive and highly professional environment. \n The Opportunity \n You will join a firm with a strong reputation in the market for delivering bespoke financial planning solutions to private individuals, families and business owners. With both an established client base to inherit and ongoing firm-generated enquiries, you will be well positioned to focus on client relationships and advice delivery from day one. \n The role also offers the opportunity to contribute to the wider development of the business, with scope for involvement in mentoring, collaboration and future leadership responsibilities. \n Your responsibilities will include: \n • Managing and developing an established portfolio of clients, including those transitioning from other advisers \n • Delivering holistic, independent financial planning advice across pensions, investments, retirement planning and tax strategies \n • Building long-term relationships with clients and their families \n • Identifying and developing new business opportunities through referrals, networking and firm-generated leads \n • Maintaining the highest standards of compliance, ethics and professionalism \n • Collaborating with internal paraplanning and support teams to ensure excellent client outcomes \n • (Where appropriate) Supporting junior advisers or paraplanners through mentoring or informal leadership \n Requirements \n • Chartered Financial Planner status (essential) \n • Previous experience in a Financial Adviser or Financial Planning role \n • Strong technical knowledge across holistic financial planning areas \n • Excellent client relationship and communication skills \n • A professional, ethical and client-first approach \n • Proven ability to develop and grow client relationships \n • Experience working with high-quality private clients \n • Leadership or mentoring experience is advantageous but not essential \n What's on Offer \n • Salary up to £75,000 depending on experience \n • Competitive bonus structure \n • Established client bank and strong ongoing lead flow \n • Fully Chartered and highly reputable financial planning firm \n • Excellent paraplanning and administrative support \n • Clear progression opportunities within a growing business \n • Supportive, collaborative and professional working environment \n • Opportunity to play a key role in a well-established advisory team \n Why This Opportunity Stands Out \n This is an excellent opportunity for a Chartered Financial Planner seeking to join a high-quality, fully Chartered firm where technical excellence, client service and long-term relationships are genuinely valued. \n With access to an established client base, strong internal lead generation and a highly supportive infrastructure, this role provides an outstanding platform for continued success and long-term career development. \n To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions

Study Support | Career Progression | Growing Wealth Management Firm \n An excellent opportunity has arisen for an ambitious Paraplanner to join a well-established and growing wealth management firm based in Bromley. \n This highly regarded financial planning practice has built a strong reputation for delivering quality advice and outstanding client service. Due to continued growth, they are seeking a Paraplanner who is looking to develop their technical expertise, progress their qualifications and build a long-term career within financial planning. \n Working alongside experienced Financial Advisers and a Senior Paraplanner, you will receive ongoing support and mentoring while continuing your professional development towards Diploma status and beyond. \n The Opportunity \n This role offers broad exposure to the financial planning process and provides an excellent platform for someone looking to advance their paraplanning career within a supportive and professional environment. \n Your responsibilities will include: \n • Preparing suitability reports and recommendation letters to agreed deadlines \n • Conducting technical and comparative research across pensions, investments and protection solutions \n • Supporting Advisers with ensuring advice remains compliant and suitable for client objectives \n • Reviewing client fact-finds and analysing clients' overall financial positions \n • Assisting with annual reviews and ongoing servicing requirements \n • Liaising with administration teams regarding the implementation of new business \n • Investigating and responding to client and adviser queries \n • Supporting the delivery of high-quality financial planning advice \n Requirements \n • Minimum 12 months' experience within a Paraplanning role \n • Working towards the Level 4 Diploma in Financial Planning or already qualified \n • Good understanding of pensions, investments and wider financial planning products \n • Strong analytical and technical research skills \n • Ability to produce clear, accurate and well-structured suitability reports \n • Excellent organisational and time management skills \n • A genuine desire to build a long-term career within financial planning \n What's on Offer \n • Salary up to £40,000 depending on experience and qualifications \n • Full study support towards the Level 4 Diploma and future qualifications \n • Structured progression towards Senior Paraplanner level \n • Ongoing mentoring from experienced Advisers and technical professionals \n • Exposure to a wide range of financial planning cases \n • Supportive and collaborative working environment \n • Long-term career development opportunities within a growing firm \n This is an excellent opportunity for a developing Paraplanner seeking a firm that will invest in their future, support their qualifications and provide a clear pathway for career progression. \n To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.

This is an incredibly exciting opportunity for within a leading investment management firm. We are looking for candidates with strong experience in investment operations, including onboarding, dealing, cash management and reconciliations, who are confident supporting juniors within a Client Services environment. \n SENIOR CLIENT OPERATIONS ASSOCIATE \n Salary: £45-55k Location: City of London \n Hybrid: 3 days in office, 2 days WFH \n \n A leading investment management firm in the City of London is seeking a Senior Client Operations Associate to join their highly valued Client Services Department. This is an exceptional opportunity for you to play a pivotal role within a supportive and inclusive team, where your expertise will directly impact client outcomes and operational excellence. The organisation is renowned for its open culture, commitment to professional development, and genuine appreciation for every team member's contribution. You will benefit from flexible hybrid working arrangements, comprehensive training programmes, and a workplace where your voice is heard and your achievements are recognised. If you are passionate about delivering outstanding service, thrive in a collaborative environment, and want to be part of a business that values continuous improvement and personal growth, this role offers the perfect platform for your next career step. \n \n What you'll do: \n \n\n • Support the day-to-day flow of work across the Client Services team, ensuring tasks are appropriately prioritised, completed within agreed timeframes, and escalated where necessary.\n, • Review more complex work completed by Associates and Assistants, acting as the first point of escalation for operational queries and providing practical guidance and second-line review.\n, • Approve data change requests, maintaining highly sensitive information such as client bank details and adviser relationships with a strong focus on accuracy and control.\n, • Carry out final reviews of client onboarding, including due diligence checks and sign-off, as well as overseeing encashments and transfers processed by junior colleagues.\n, • Validate cash management entries completed by Associates and act as first-line approver for CASS-compliant Client Money and Asset Reconciliations.\n, • Oversee investment transaction processing (subscriptions and withdrawals), ensuring all activity is accurately processed in line with operational procedures and deadlines.\n, • Produce and distribute regular reporting to clients, advisers and internal stakeholders, ensuring accuracy and timely delivery.\n, • Support the allocation and management of team enquiries, helping maintain response quality while also handling more complex operational queries.\n, • Contribute to process improvements by supporting the implementation of changes that enhance efficiency and the client experience.\n, • Participate in ad-hoc projects as required, applying your operational knowledge to wider business initiatives.\n\n The ideal candidate will have: \n \n\n • Experience within investment operations, transfer agency or financial services operations, ideally within an asset manager, investment manager or platform.\n, • Experience operating at Senior Associate level or experince supporting colleagues, reviewing work and helping to manage day-to-day operational workloads.\n, • Strong knowledge of operational processes such as client onboarding, subscriptions, redemptions, transfers, cash management and reconciliations.\n, • Exposure to CASS and Client Money processes, including cash or asset reconciliations, would be highly beneficial.\n, • A proactive mindset, with the confidence to suggest process improvements, support change initiatives and contribute to testing of new systems or processes.\n, • Excellent communication skills and the ability to build strong relationships with colleagues, advisers and clients.\n, • Around 3-5 years' experience in a similar operational environment is ideal, although my client are open to candidates with more or less experience who can demonstrate the right level of responsibility.\n\n . \n \n What sets this company apart: \n This is a business where your contribution is genuinely valued, regardless of length of service. You'll benefit from a collaborative and supportive culture, comprehensive training, ongoing development, and regular feedback to help you progress. High performers are recognised with increased responsibility and exposure across the business, while you'll also have the opportunity to contribute ideas that improve both operations and the client experience. If you're looking for a company that invests in its people and values teamwork, this is an excellent opportunity. \n \n What's next: \n If you are ready to make a meaningful impact within a respected investment management firm while advancing your own career journey, please share your CV! \n Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered) \n Are you ready to advance your professional status to bring you closer to a lucrative new position? \n This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships. \n With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience. \n General Responsibilities: \n • Be a point of contact for any Adviser queries. \n • Delegate work requests appropriately within the team. \n • Ensure team member’s workloads are monitored regularly and that they receive adequate training and support. \n • Ensure Suitability Reports are updated with current legislation. \n • Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained. \n • Offer support and guidance to the Administration team when required. \n • Assess client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests. \n • Discuss cases with the adviser and pro-actively update the adviser throughout. \n • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers. \n • Prepare all relevant paperwork for client meetings. \n • Prepare and compile financial analysis. \n • Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager. \n • Liaise with product providers and other relevant third parties. \n • Ensure that all client requirements are followed through to the appropriate conclusion. \n • Keep up to date with legislation. \n • Participate in online provider webinars for continued technical knowledge and ongoing CPD. • Ensure thorough knowledge of product research and analytical tools. \n • An understanding of FCA regulations and guidelines relating to financial services clients. \n Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation? \n Please apply for more information.

\n • Paraplanner vacancy\n, • City of London - Chartered IFA firm\n, • Working with HNW & UHNW clients - £1m on average\n, • Up to £48k basic salary plus benefits\n, • 2 years of solid paraplanning required as a minimum\n, • 3 days in the office per week\n, • Working in a pod with 3 established advisers\n\n My client are a Chartered independent wealth planning firm with offices in the City of London (nearest Tube is Moorgate) who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK totalling £4bn AUM. They have ambitions to grow the business to £8bn and double their advisers from 50 - 100. \n Due to an internal promotion to an adviser role, the Paraplanning Manager is seeking a technically strong Paraplanner who is level 4 qualified and has 2 solid years of experience working within a whole of market advice firm. You will be working in a pod of 3 advisers who look after clients with £500k to £1m of assets on average but with the top clients holding £5m+. You will be comfortable with writing technical reports on pensions, investments, IHT, trusts, cashflow modelling, estate planning amongst other areas. Full study support will be offered towards your Chartered exams. \n If this role sounds of interest or any other roles I am working on please get in touch

Chartered Financial Planner, London \n £80k-£90k Basic + Package + bonus scheme \n A directly authorised and non-PE-backed financial planning firm, is seeking a Chartered Financial Planner to join its London office. This is an excellent opportunity for an experienced adviser who would like to develop within a supportive, professional, and forward-thinking environment. \n The Chartered Financial Planner Role: \n · Manage and develop a portfolio of existing clients. \n · Build and maintain long-term, trusted relationships with clients. \n · Deliver high-quality, compliant financial advice tailored to each client \n · Benefit from world class back-office support. \n . No requirement to bring an existing client bank. \n Chartered Financial Planner role ideal requirements: \n · Level 6 Chartered Financial Planner status. \n · Current CAS and SPS status. \n · Proven experience in a financial planning or advisory role. \n · Strong client relationship management and communication skills. \n · A desire to grow within a supportive, professional, and dynamic firm. \n \n To apply or find out more, please contact Richard Harding quoting Ref: 86542

Company Description\n About FRP \n FRP is a leading national business advisory firm based in the UK. With over 900 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value. \n Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals. Job Description\n Role overview \n Based within the Forensic Accounting team in London, this role focuses primarily on dispute-related matters, with exposure to investigations work. The position involves leading complex engagements including litigation, arbitration and financial investigations, acting as a trusted adviser to clients and legal teams. The role includes responsibility for engagement delivery, client relationship management, business development and the development of junior team members, while supporting the continued growth of the Forensic Services practice. \n Key Responsibilities \n\n • Leading forensic accounting engagements, acting as the primary day-to-day contact for clients, legal counsel and other key stakeholders\n, • Leading the management of complex disputes, investigations and advisory assignments from inception through to conclusion\n, • Developing, reviewing and challenging damages and quantum of claim calculations\n, • Leading the preparation and review of expert witness and advisory reports\n, • Working with Partners and Directors to develop case strategy and provide commercial and technical input throughout engagements\n, • Leading dispute-related matters including contentious business valuations, loss of profits, warranty and indemnity claims and arbitration proceedings\n, • Managing a portfolio of engagements to meet deadlines, budget requirements and client expectations\n, • Preparing and overseeing budgets, monitoring engagement profitability and managing financial performance\n, • Contributing to practice operations including compliance, learning and development, innovation and process improvement initiatives\n, • Taking responsibility for the development, mentoring and performance management of junior team members\n, • Supporting recruitment activities and helping to build and develop a high-performing team\n, • Leading business development, marketing and networking activities, identifying opportunities to expand client relationships and win new work\n, • Maintaining market awareness to identify trends, opportunities and growth initiatives for the practice\nQualifications\n\n, • ACA, ACCA or equivalent recognised accountancy qualification\n, • Significant experience within a forensic accounting role\n, • Proven ability to manage multiple engagements and client relationships simultaneously\n, • Experience leading the preparation and review of expert reports and advisory reports\n, • Strong ability to delegate, review work and provide technical guidance to junior team members\n, • Ability to balance high-level analysis with strong attention to detail\n, • Strong problem-solving skills, with the ability to identify key issues, assess risks and develop practical solutions\n, • Commercial awareness with the ability to identify client needs and business development opportunities\n, • Strong stakeholder management and client relationship skills\n, • Professional communication skills, both written and verbal\n, • Flexible and adaptable approach to work\n\n Desirable \n\n • Additional training (e.g. expert witness training, Relativity, advanced Excel, valuation training)\n, • Strong experience of business valuations and complex quantum assessments\n, • Established network within the legal, insurance or advisory markets\n, • Experience contributing to successful business development initiatives\n, • Foreign language skills\n, • Legal background\nAdditional Information\n Our Values \n\n • Straightforward: We provide clear, no-nonsense advice\n, • Confident: Our guidance is backed by expertise and evidence\n, • Pragmatic: We focus on practical solutions and tangible outcomes\n, • Real: We are professional yet approachable, understanding the challenges our clients face\n\n Our Commitment to You and the Environment \n At FRP Advisory Group, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment. \n We are always striving to improve in all areas - whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. \n We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive. \n Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential. \n We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.

£47,000 – £52,000 Basic Salary + Bonus + Full Study Support + Excellent Benefits \n Chartered Wealth Management Firm | Adviser Progression Pathway | Strong Technical Support Structure \n \n An outstanding opportunity has arisen for a Diploma-qualified Paraplanner to join one of the UK’s leading Chartered Wealth Management firms. \n This is a genuinely career-focused opportunity within a highly respected business that has grown organically and consistently, more than trebling in size over recent years. The firm has a long-standing reputation for developing talent internally and providing clear progression routes into advisory roles. \n Having successfully placed multiple professionals into this business over the past decade, it is clear this is an organisation that invests heavily in people, technical development and long-term career progression. \n This particular role has arisen following internal progression, with a Senior Paraplanner stepping into a client-facing advisory role. The firm is now seeking a similarly ambitious Paraplanner to follow the same development path. \n \n The Opportunity \n You will work closely with high-performing Financial Advisers, providing end-to-end technical paraplanning support within a highly structured and collaborative environment. \n As you develop within the role, you will gain increasing exposure to client meetings, technical discussions and cashflow-led financial planning, with a clear pathway towards becoming a Financial Adviser. \n Your responsibilities will include: \n • Providing comprehensive end-to-end paraplanning support to senior Financial Advisers \n • Preparing detailed suitability reports across pensions, investments, tax and retirement planning \n • Conducting technical research and product analysis to support client recommendations \n • Attending client meetings in the City office as you progress in the role \n • Supporting and contributing to recommendation discussions and financial planning strategies \n • Presenting Voyant cashflow modelling outputs to clients at review meetings (with training provided where required) \n • Liaising closely with advisers, paraplanning colleagues and the wider technical team \n • Ensuring all advice is fully compliant and meets FCA standards \n • Supporting ongoing development of client relationships alongside advisers \n • Managing workflow and maintaining high standards of accuracy and delivery \n \n Requirements \n • Level 4 Diploma in Regulated Financial Planning (essential) \n • Minimum 2 years’ paraplanning experience within an IFA or Wealth Management environment \n • Strong technical knowledge across pensions, investments and retirement planning \n • Experience preparing or supporting suitability reports \n • Exposure to cashflow modelling (Voyant desirable but not essential – training provided) \n • Strong analytical and communication skills \n • Confident working closely with advisers and attending client meetings \n • Ambition to progress into a Financial Adviser role \n \n What's on Offer \n • Salary £47,000 – £52,000 depending on experience \n • Discretionary bonus scheme \n • Full study support and funding for further qualifications \n • Clear and structured route into a Financial Adviser role \n • Hybrid working (2–3 days from home once established in the role) \n • Highly collegiate and supportive team culture \n • Ongoing technical training and development \n • Strong Paraplanning Manager support from a highly experienced technical lead \n • Regular team events and social activities \n • Opportunity to join a highly respected Chartered Wealth Management firm \n \n Why This Opportunity Stands Out \n This is not just another paraplanning role. It is a structured career pathway within one of the most established Chartered wealth management firms in the UK. \n With a strong internal culture of progression, direct exposure to high-quality advisers and clients, and genuine support towards becoming an adviser, this role is designed for ambitious paraplanners who want a long-term career move rather than a short-term step. \n \n To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.

A newly established, advisory-led tax practice is seeking an experienced Transactions Tax Manager or Senior Manager to join its growing team. \n \n This is a rare opportunity to join a business at an exciting stage of growth, working alongside senior tax professionals in a modern, entrepreneurial environment. The firm advises large multinational groups, listed businesses, and private equity-backed organisations, delivering high-quality, conflict-free tax advice on complex transactions and strategic business decisions. The role offers exposure to a broad range of domestic and international projects, with the opportunity to help shape the future direction of a growing transactions tax practice. The Opportunity\n You will work with corporate and private equity clients on acquisitions, disposals, refinancing projects, restructurings and cross-border transactions. Acting as a trusted adviser, you will help clients identify tax risks, structure transactions efficiently and navigate an increasingly complex international tax landscape. Beyond client work, you will have the opportunity to influence how the team operates, contribute to business development initiatives and play a key role in building a high-performing practice. Key Responsibilities\n\n • Lead buy-side and sell-side tax due diligence engagements for corporate and private equity clients.\n, • Identify, assess and quantify tax risks and opportunities within target businesses.\n, • Advise on tax-efficient acquisition, disposal and investment structures.\n, • Support transaction execution through SPA review, negotiation support and tax covenant analysis.\n, • Provide strategic advice on reorganisations, refinancing arrangements and post-deal integration projects.\n, • Advise on international tax matters affecting cross-border transactions and multinational groups.\n, • Monitor developments in international tax legislation, including OECD-led reforms and global minimum tax initiatives.\n, • Work closely with legal, corporate finance and international advisory teams on complex transactions.\n, • Develop and maintain strong client relationships with key stakeholders and decision-makers.\n, • Support business development activities, proposals and market-facing initiatives.\n, • Mentor and develop junior members of the team.\n, • Contribute to the growth, strategy and ongoing development of the transactions tax offering.\n, • Champion the use of technology and AI-enabled solutions to enhance efficiency and client service delivery.\nAbout You\n\n, • CTA, ACA, ACCA, CA or equivalent professional qualification.\n, • Strong UK corporate tax technical knowledge.\n, • Proven experience delivering transaction tax and tax due diligence projects.\n, • Experience advising large corporate groups, multinational businesses and/or private equity clients.\n, • Strong commercial awareness and the ability to balance technical analysis with practical business outcomes.\n, • Experience reviewing financial information and transaction documentation.\n, • Excellent communication and stakeholder management skills.\n, • Previous experience managing client relationships and developing junior team members.\n, • A collaborative approach and desire to contribute to a growing business.\nWhat's on Offer\n\n, • Opportunity to join a high-growth, advisory-focused tax practice.\n, • Significant exposure to complex and high-profile transactions.\n, • Direct access to senior leadership and decision-makers.\n, • International project exposure and cross-border collaboration opportunities.\n, • Modern, technology-enabled working environment.\n, • Genuine opportunity to influence the growth and direction of the team.\n, • Clear progression opportunities with the ability to shape your own career path.\n, • Collaborative culture that values expertise, innovation and entrepreneurial thinking.\n\n \n

Plus: Performance Bonus + Excellent Benefits + Equity Participation \n Driven Advisory Role | High Conversion Focus | Equity Participation via EBT \n An exciting opportunity has arisen for an experienced Investment & Wealth Adviser to join a forward-thinking and rapidly growing wealth management organisation. \n This is a highly commercial, client-facing advisory role focused on converting inbound leads generated through the firm’s established marketing activity into long-term client relationships and assets under management. \n The business has built a strong reputation for delivering high-quality financial planning and investment solutions, supported by a consistent flow of prospective client enquiries. This role is ideal for an adviser who thrives in a lead-driven environment and enjoys engaging with clients at the point of need, delivering high-quality advice and converting opportunities into long-term advisory relationships. \n A key feature of this opportunity is participation in the firm’s Employee Benefit Trust (EBT), offering a route to individual share ownership and alignment with the long-term success of the business. \n \n The Opportunity \n You will be responsible for engaging with inbound enquiries, conducting structured discovery meetings and delivering holistic financial planning and investment advice that converts prospects into ongoing clients. \n The role is both commercially focused and technically robust, requiring strong investment knowledge alongside excellent communication and relationship-building skills. \n Your responsibilities will include: \n • Responding promptly to inbound leads generated through marketing activity \n • Conducting structured discovery meetings to assess client objectives and suitability \n • Building trust and rapport with prospective clients through high-quality advice delivery \n • Converting prospects into assets under management through effective financial planning \n • Managing a strong conversion pipeline and progressing clients through the advice journey \n • Providing holistic regulated financial advice across pensions, investments, ISAs, retirement and tax-efficient strategies \n • Explaining investment strategies, portfolio construction, market behaviour and risk in a clear and confident manner \n • Identifying wider financial planning opportunities for clients \n • Producing compliant suitability reports and maintaining accurate client records \n • Ensuring all advice meets FCA regulations, Consumer Duty and internal compliance standards \n • Collaborating closely with paraplanning, administration and onboarding teams \n • Maintaining CRM systems and pipeline management processes to a high standard \n \n Requirements \n • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) \n • Previous experience as a regulated Financial Adviser or Wealth Adviser \n • Experience in a lead generation or inbound advice environment \n • Strong technical knowledge across investments, pensions and financial planning \n • Proven track record of converting prospects into ongoing client relationships \n • Excellent communication, presentation and relationship-building skills \n • Strong commercial awareness within a regulated advice framework \n • Confident explaining complex investment concepts to clients \n • Experience using CRM and back-office systems effectively \n • Chartered Financial Planner status or progression towards Chartered is desirable \n \n Personal Attributes \n • Commercially driven and target focused \n • Professional, credible and consultative in approach \n • Resilient and motivated by results \n • Highly organised with strong pipeline management skills \n • Client-centric with a focus on delivering positive outcomes \n • Confident discussing investments, markets and financial planning strategies \n \n What's on Offer \n • Competitive basic salary \n • Performance-related bonus linked to AUM and revenue generation \n • 25 days annual leave plus bank holidays and Christmas closure days \n • Company pension scheme with 6% employer contribution \n • Group Life Assurance (4x salary) \n • Income Protection and company sick pay \n • Employee Benefit Trust (EBT) offering individual share ownership \n • Support for professional qualifications and study days \n • Charity days and company events \n • Long-term career development within a growing organisation \n • Opportunity to build significant recurring client relationships from inbound leads \n \n Why This Opportunity Stands Out \n This is a rare opportunity for an adviser who prefers working in a high-quality, lead-driven environment rather than traditional self-generation models. \n With a strong flow of inbound enquiries, structured marketing support and a clear conversion-focused proposition, this role allows advisers to concentrate on what they do best: engaging clients, delivering excellent advice and building long-term financial planning relationships. \n Combined with equity participation through the EBT structure, this role offers both strong earning potential and long-term alignment with the success of the business. \n To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions \n

Global Indirect Tax Director | FTSE 250 | £120k + Car + Bonus | London Hybrid \n London | Hybrid (3 days per week) \n £120,000 Basic + Car Allowance + Bonus + Excellent Benefits (c.£150,000 Package) \n We are seeking an experienced indirect tax professional with customs expertise to become the recognised global adviser across indirect tax, customs and international trade. Influence International Supply Chains. Drive Commercial Value. \n Exceptional opportunities at this level rarely come to market. \n Our client, a highly successful FTSE 250 global group, is seeking an experienced Indirect Tax leader to become the organisation's recognised global subject matter expert, shaping customs strategy across a complex international business. \n This is a high-profile, strategic appointment offering genuine influence across tax, finance, supply chain, procurement and commercial leadership. \n Rather than simply ensuring compliance, you'll play a critical role in protecting profitability, improving working capital and supporting international growth through commercially focused customs and indirect tax strategy. \n Why this opportunity? \n This role offers the opportunity to: \n\n • Own and shape the global indirect tax strategy for a multinational manufacturing organisation.\n, • Influence major business decisions including supply chain redesign, international expansion and new market entry.\n, • Partner directly with senior leadership on commercially significant projects.\n, • Identify duty optimisation opportunities delivering measurable financial value.\n, • Build and enhance global governance, controls and best practice.\n, • Become the recognised customs and indirect tax authority across the organisation.\n\n This is a genuine strategic leadership opportunity rather than a transactional compliance role. \n Key Responsibilities \n Strategic Leadership & Governance \n\n • Develop and implement global indirect tax policies, governance and control frameworks.\n, • Provide strategic oversight of customs brokers, tax advisers and external service providers globally.\n, • Monitor international regulatory developments and advise senior leadership on business impact, risk and opportunity.\n\n Business Partnering \n\n • Act as the trusted adviser to Supply Chain, Finance, Procurement and Commercial teams.\n, • Support the design of efficient international supply chain models incorporating customs duties, VAT/GST and excise considerations.\n, • Partner on major transformation programmes including ERP implementations, product launches and international expansion.\n\n Risk, Compliance & Optimisation \n\n • Lead global customs risk management activities and compliance reviews.\n, • Manage relationships with customs and tax authorities.\n, • Identify opportunities to optimise duty costs, improve cash flow and enhance operational efficiency through customs strategy, Free Trade Agreements and special customs regimes.\n, • Support technology-enabled customs solutions and trade compliance systems.\n\n Capability Building \n\n • Develop customs awareness across the business through training, coaching and practical guidance.\n, • Embed best practice throughout the organisation.\n\n About You \n We're interested in speaking with commercially minded tax professionals who have developed expertise across indirect tax, customs and international trade within multinational industry, the Big 4 or HMRC. You'll be comfortable operating at a strategic level, partnering with senior stakeholders and translating complex technical issues into practical commercial solutions. \n You'll combine strong technical expertise with excellent commercial judgement and the ability to influence senior stakeholders across an international organisation. \n You are likely to have experience in one or more of the following: \n\n • Big 4 Indirect Tax / Global Trade\n, • Global Tax or Indirect Tax teams within multinational organisations\n, • Group Indirect Tax & Customs leadership roles\n, • HMRC professionals who have subsequently built significant commercial advisory or in-house experience\n\n Why Join? \n\n • Rare standalone global leadership opportunity.\n, • Significant strategic influence across an international FTSE 250 group.\n, • High levels of autonomy and executive exposure.\n, • Hybrid working.\n, • Excellent long-term career prospects.\n, • £120,000 basic salary.\n, • Car allowance.\n, • Annual bonus.\n, • Comprehensive benefits package.\n\n This is an exceptional opportunity for an ambitious customs and indirect tax professional seeking a role where they can genuinely influence business strategy on a global scale. \n Interested or curious to learn more? \n Apply directly for further information or a confidential conversation.

12-month opportunity for an experienced Financial Services Legal Counsel to provide commercially focused legal advice across wealth management, retail investments and financial services regulation, supporting strategic business initiatives within a leading UK financial institution. \n An exciting opportunity has arisen for an experienced legal professional to join a leading UK financial services organisation as a Managing Legal Counsel on a 12-month fixed-term contract. This senior role will support a well-established Wealth Management and Private Banking business during a period of strategic growth and transformation. \n Working as part of a collaborative legal team, you will provide commercially focused legal advice across a broad range of wealth management, retail investment and financial services matters, partnering with senior stakeholders to deliver pragmatic legal solutions in a highly regulated environment. Key Responsibilities\n\n • Provide commercial legal advice across wealth management, retail investment and financial services products and services.\n, • Advise on complex legal and regulatory matters, ensuring compliance with applicable UK financial services regulation.\n, • Support strategic business initiatives, change programmes and integration projects.\n, • Partner closely with senior leaders, Risk, Compliance and Governance functions to manage legal and regulatory risk.\n, • Draft, review and negotiate a range of commercial and financial services documentation.\n, • Identify legal, regulatory and reputational risks and provide practical solutions to support business objectives.\n, • Drive continuous improvement of legal processes and contribute to operational efficiencies within the legal function.\n, • Build strong relationships across the business, acting as a trusted legal adviser to senior stakeholders.\nAbout You\n We are seeking an experienced financial services lawyer with strong commercial judgement and the ability to operate confidently in a fast-paced, highly regulated environment. \n You will ideally have: \n\n • Qualified solicitor with significant post-qualification experience.\n, • Strong in-house or private practice experience advising financial services clients.\n, • Expertise in one or more of the following areas:\n \n, • Wealth Management\n, • Asset Management\n, • Funds\n, • Retail Investments\n, • Financial Services Regulation\n \n, • Excellent knowledge of the UK regulatory landscape, including areas such as FCA regulation, MiFID II, Consumer Duty, AIFMD, UCITS, PRIIPs and related financial services legislation.\n, • Experience partnering with senior business stakeholders and cross-functional teams.\n, • Strong commercial drafting, negotiation and advisory skills.\n, • The ability to balance legal risk with commercial objectives and provide pragmatic, business-focused advice.\n, • Excellent communication and stakeholder management skills.\n\n Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Our client is a highly respected, prestigious wealth management and family office, serving high-net-worth clients and their families. Due to continued growth, they are seeking an experienced Paraplanner who enjoys working with established, sophisticated clients and who wants a role offering full training and a clear pathway into an Adviser position within a short timeframe. \n If you’re ambitious, technically strong, and excited by the idea of progressing into advice, this is the kind of opportunity that rarely comes to market. \n The Opportunity \n As an experienced Paraplanner, you’ll already have a reputation for delivering high-quality, relationship-led support. In this role, you’ll work closely with an experienced Adviser, playing a key part in shaping client recommendations while developing the skills and exposure needed to transition into an advisory role. \n This is not a back-office role. You’ll be actively involved in client meetings, helping to formulate recommendations and gaining real visibility across complex client relationships. \n The Role \n\n • Suitability report writing - clear, compliant, technically robust\n, • Technical research across pensions, investments, protection, and tax planning\n, • Supporting Advisers in building tailored financial plans\n, • Cashflow modelling and long-term planning analysis\n, • Assisting with complex cases and acting as a technical point of contact\n, • Working closely with Advisers and Administrators to deliver a seamless client experience\n\n What They’re Looking For \n\n • Previous experience as a Paraplanner within wealth management\n, • Level 4 Diploma in Financial Planning (essential)\n, • Strong technical knowledge across core advice areas\n, • Experience with report writing and cashflow modelling\n, • Good understanding of compliance and regulatory requirements\n, • Organised, detail-focused, and passionate about supporting clients and their families\n, • Progress toward Chartered status is a plus, not a requirement\n\n What’s On Offer \n\n • Structured training programme with a clear route to Adviser\n, • Opportunity to work alongside an experienced Adviser\n, • Great culture with low staff turnover\n, • A stable, well-regarded firm with a strong client base\n\n Why This Role? \n Genuine opportunities offering a true pathway from Paraplanner to Adviser, with full training and support, are rare. This firm is committed to developing the right individual and providing the exposure needed to progress confidently into advice. \n If this role is of interest, please send your CV to Laura at Financial Divisions

Our client is a highly respected, prestigious wealth management firm, serving high-net-worth clients and their dependents. This role needs an experienced Paraplanner due to growth and expansion. The ideal Individual will be someone who enjoys working with established clients and high net worth) and ideally wants a role that provides full training and support to progress to an advisory role in a short period of time. If this sounds like you, we would love to speak to you. \n \n The Opportunity \n As an experienced Paraplanner you will have a strong reputation for delivering high-quality, non-jargon-based relationship-led advice. Working closely with an experienced Adviser, where you’ll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. \n \n This isn’t just a back-office role, as a Paraplanner, you’ll be heavily involved in client interaction including client meetings and helping to formulate the recommendations and given real visibility across client relationships. \n \n The Role \n\n • Writing clear, compliant, and technically robust suitability reports.\n, • Conducting detailed research across pensions, investments, protection, and tax planning.\n, • Supporting Advisers in building tailored financial plans.\n, • Producing cashflow modelling and long-term planning analysis.\n, • Assisting with complex cases and acting as a technical point of contact..\n, • Working closely with Advisers and Administrators to deliver a seamless client experience\n\n \n What They’re Looking For \n\n • Previous experience as a Paraplanner within wealth management.\n, • Level 4 Diploma in Financial Planning is a must!\n, • Strong technical knowledge across core advice areas.\n, • Experience with report writing and cashflow modelling.\n, • Good understanding of compliance and regulatory requirements.\n, • Someone organised, detail-focused and keen to develop, who has a real passion for supporting clients and their families.\n\n \n Progress towards Chartered status would be a big plus, but not essential. \n \n What’s On Offer \n\n • Structured training programme with clear route to Advisor.\n, • Opportunity to work alongside an experienced Adviser.\n, • Great culture and low staff turnover.\n, • A stable, well-regarded firm with a strong client base.\n\n \n Why This Role? \n Opportunities offering a genuine route from Paraplanner to Adviser, that provide full training and support and not common in all firms and we are delighted to be working with our client on this key opportunity. \n \n If this role is of interest, please send your CV to Laura at Financial Divisions

Mbf are currently working with an international Investment Management & Financial Planning organisation to recruit a qualified Financial Adviser. Our client is looking for an individual who has a proven track record of bringing in new clients - must be Level 4 qualified. \n The business specialises in providing advice to HNW individuals - The average client will have £600/£700k of investable assets. \n The client is looking to recruit an ambitious & motivate individual, success within this organisation will be generously rewarded, with expected earnings to be six figures in year 1 and rising significantly over time due to their generous bonus structure. \n These roles can be based anywhere across the UK and are 100% remote (you can travel to the office if you wish to do so).All leads are generated and qualified via the company's own marketing and telemarketing team (they would most likely pass on 80-90 enquiries per month which they hope you could transfer to 15/20 appointments), the company database (which would obviously involve phone work), and Advisers with longevity in the business will get more referrals from individuals they have assisted previously. \n Package \n\n • Basic salary of £60,000\n, • Excellent bonus scheme - paid both monthly & annually\n\n\n, • To sum up, you can expect to earn £100-£150k in year one. Years 3-4 £200-£250k appx. The top quarter of 35 current Advisors are earning £400-£500k+\n, • Travel expenses paid for by the company.\n, • Great company benefits package including: up to 14% pension contribution, medical cover, Dental cover, gym subsidy, season ticket loan etc\n\n We are looking for successful individuals with a proven track record of sales results in gaining new clients. In order to be considered you MUST be Level 4 qualified with knowledge in investment advice, financial markets etc.