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

A Housing Association is currently looking for a Right to buy Adviser on a temporary basis for about 3 months. Key responsibilities are as follows Be the conveyancing specialist within the Home Ownership Support team acting as the single point of contact for your customers, providing sound advice,proactively progressing transactions and unlocking obstacles to completion/resolution. Lead on all relevant legally administrative functions related to the transfer or disposal of property. Manage a complex and demanding caseload, juggling competing priorities, ensuring cases are progressed and deadlines met. Work under your own initiative to determine actions and advice needed for each transaction. Competently handle customer enquiries about a range of Low-Cost Home Ownership products. Support with the management of team in-boxes and general enquiries. Supply day-to-day supervisory and escalation support for the Home Ownership Support Officers and Operations staff, hosting surgeries and providing training across the organisation to share your expertise. Lead on the disposal of void units, undertaking viewings or on-site visits if required. Actively champion continuous improvement, identifying and suggesting service improvements for implementation and work collaboratively with the wider department to reach our joint objectives. Build and maintain collaborative working relationships with internal and external stakeholders to foster better outcomes for our residents, drive successful transactions and share expertise. Be engaged on policy and legislative changes, highlighting risks and following relevant policies and procedures as required. Achieve high levels of customer satisfaction and financial targets as set by the Home Ownership Support Manager, in line with our customer strategy. Drive income by actively promote staircasing, loft conversion, lease extension and loan redemption, managing all aspects of each application. Meet our compliance requirements, ensuring data is recorded correctly, and transactions are completed in line with regulatory and audit requirements. Inform business planning thorough effective progression and accurate forecasting of your transactions. Support Operations and our customers by making sure new accounts are set-up, amended and closed as needed, including the amendment of rents and ground rents. Manage complaints and service recovery effectively and within designated timescales. Support team and departmental projects as required by the Home Ownership Support Manager. Support the effective management of other low-cost home ownership products (historic or new) as necessary. PAYE £26.81 Umbrella £35.46 Hybrid role Essential requirements Worked in a similar role previously and has knowledge of shared ownership,lease extensions,right to buy, affordable housing, understanding ground rent. Experience of working independently to deliver excellent customer service across a diverse workload, in a fast paced, target driven environment. Must be immediately available or on short notice

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

A Housing Association is currently looking for a Home Ownership Support Adviser on a temporary basis for about 3 months. Key responsibilities are as follows Be the conveyancing specialist within the Home Ownership Support team acting as the single point of contact for your customers, providing sound advice,proactively progressing transactions and unlocking obstacles to completion/resolution. Lead on all relevant legally administrative functions related to the transfer or disposal of property. Manage a complex and demanding caseload, juggling competing priorities, ensuring cases are progressed and deadlines met. Work under your own initiative to determine actions and advice needed for each transaction. Competently handle customer enquiries about a range of Low-Cost Home Ownership products. Support with the management of team in-boxes and general enquiries. Supply day-to-day supervisory and escalation support for the Home Ownership Support Officers and Operations staff, hosting surgeries and providing training across the organisation to share your expertise. Lead on the disposal of void units, undertaking viewings or on-site visits if required. Actively champion continuous improvement, identifying and suggesting service improvements for implementation and work collaboratively with the wider department to reach our joint objectives. Build and maintain collaborative working relationships with internal and external stakeholders to foster better outcomes for our residents, drive successful transactions and share expertise. Be engaged on policy and legislative changes, highlighting risks and following relevant policies and procedures as required. Achieve high levels of customer satisfaction and financial targets as set by the Home Ownership Support Manager, in line with our customer strategy. Drive income by actively promote staircasing, loft conversion, lease extension and loan redemption, managing all aspects of each application. Meet our compliance requirements, ensuring data is recorded correctly, and transactions are completed in line with regulatory and audit requirements. Inform business planning thorough effective progression and accurate forecasting of your transactions. Support Operations and our customers by making sure new accounts are set-up, amended and closed as needed, including the amendment of rents and ground rents. Manage complaints and service recovery effectively and within designated timescales. Support team and departmental projects as required by the Home Ownership Support Manager. Support the effective management of other low-cost home ownership products (historic or new) as necessary. PAYE £26.81 Umbrella £35.46 Hybrid role Essential requirements Worked in a similar role previously and has knowledge of shared ownership,lease extensions,right to buy, affordable housing, understanding ground rent. Experience of working independently to deliver excellent customer service across a diverse workload, in a fast paced, target driven environment. Must be immediately available or on short notice

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

Self Employed Mortgage Adviser Location: Hammersmith or Mayfair, London | Full-time office based £100k+ realistic in Year 1 £150k£200k+ in Year 2 Top performers £250k+ Capricorn Financial is one of Londons highest-performing mortgage brokerages, and we are looking for experienced mortgage advisers who want more lead flow, more opportunity, and more earning potential. If you are already advising, writi... ZIPC1_UKTJ

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

Audit Manager | London | Hybrid Your new company A dynamic and forward-thinking London-based accountancy firm, part of a wider professional services group, is seeking an Audit Manager to join its growing audit team. The firm is well regarded for delivering high-quality audit, tax and advisory services to a diverse SME client base and is known for its collaborative culture and people-focused approach. Your new role As Audit Manager, you will lead and develop a nonperforming audit team, manage key client relationships and oversee the delivery of audit engagements from planning through to completion. You will play a key role in maintaining technical quality and compliance, improving processes and contributing to the continued growth of the audit practice. This is a hands-on management role with exposure to a varied client base, offering the opportunity to act as a trusted adviser and to influence both team development and wider strategic initiatives. Key responsibilities will include: • Leading, managing and coaching audit teams to deliver high-quality engagements, • Overseeing all phases of audit assignments in line with professional and regulatory standards, • Reviewing audit work to ensure technical accuracy and consistency, • Building and maintaining strong client relationships at manager and director level, • Advising clients on audit, risk and financial reporting matters, • Identifying opportunities for business development and contributing to proposals, • Collaborating with internal teams to enhance processes and ways of working, • Supporting the development and progression of team membersWhat you'll ideally need to succeed, • ACA / ACCA qualified (or equivalent), • Strong external audit background within UK practice, • Proven experience leading audit teams and managing client portfolios, • Solid technical knowledge of risk-based auditing and audit methodology, • Commercial mindset with the ability to add value beyond compliance, • Familiarity with audit and accounts software (e.g. CaseWare or similar) is beneficialWhat you'll get in return, • A management-level role within a growing and ambitious firm, • Competitive salary and performance-related reward, • Pension, private medical cover and life assurance, • Flexible working and a supportive work-life balance 4785818

Trainee Protection Adviser Self-Employed | Full-Time Office Based | Hammersmith, London Looking to break into financial services properly? Capricorn is looking for ambitious, sales-driven individuals who want to build a long-term career as a Protection Adviser. You might already have a strong background in sales and have started or completed RO1, but be looking for the right platform to turn that into a serious career with real earning potential. At Capricorn, you will work in a high-performance, office-based environment with: • warm protection opportunities, • qualified referrals from mortgage advisers, • daily support and coaching, • real earning potential based on output This is a self-employed, commission-only role, suited to people who are commercially hungry, coachable, and motivated by performance. This role could suit people from backgrounds such as: • recruitment, • estate agency or lettings, • broker support with sales exposure, • telesales, • BDM or account management, • other target-driven sales roles What you’ll be doing: • speaking to clients who already have a clear protection need, • converting warm, qualified leads into protection business, • building trust quickly and recommending the right solutions, • managing your pipeline with urgency and follow-through, • learning from experienced advisers in a proven model What we’re looking for: • strong sales background, • started or completed RO1, • high energy and commercial hunger, • confident communication and objection handling, • full-time commitment to an office-based role in Hammersmith, • right to work in the UK without sponsorship Realistic OTE: • Year 1: £30,000–£50,000, • Year 2: £80,000–£120,000, • Year 3: £150,000+, • Year 4: £175,000+ This is a real opportunity to join a fast-growing business with strong lead flow, high standards, and serious upside for the right person.

Role: Account Executive Location: London Contract: Permanent Salary: £40,000 to £60,000 per annum (DOE) + Double OTE + Equity We are a currently partnered with a specialised data and bench marking platform designed to help financial institutions, investors, and corporations identify and manage the risks associated with high-growth technology providers. The Role • We are looking for a high-energy, commercially minded Account Executive to join our growing team. In this role, you will be the primary driver of new business acquisition, responsible for bringing the value of our bench marking tools to market leaders., • You aren't just selling a product; you are selling a new standard of transparency. You will manage the full sales cycle—from initial outreach and high-level demonstrations to complex contract negotiations—acting as a strategic adviser to help clients solve critical challenges in supply chain risk and innovation management. Responsibilities • New Business Development: Identify, prospect, and close new business opportunities within the financial services, investment, and corporate sectors., • Pipeline Management: Proactively manage a robust sales pipeline, ensuring accurate forecasting and high conversion rates., • Solution Selling: Conduct discovery sessions to understand client pain points and deliver tailored platform demonstrations., • Strategic Networking: Build and maintain strong relationships with C-suite executives, heads of procurement, and risk management leaders., • Market Intelligence: Stay abreast of industry trends and regulatory changes to position our platform as the premier bench marking solution., • Cross-Functional Collaboration: Work with Product and Marketing teams to provide client feedback that informs the company road map. Key Requirements • Experience: Proven track record of success in B2B SaaS sales, ideally within FinTech, RegTech, or Financial Services., • Domain Knowledge: A strong understanding of the financial services ecosystem and an interest in ESG, risk management, or operational resilience., • Communication: Exceptional verbal and written skills, with the ability to articulate complex data concepts to senior decision-makers., • Mindset: A "disruptor" mentality—comfortable in a fast-paced environment and driven by exceeding targets., • Skills: Strong negotiation and closing skills, with a disciplined approach to CRM management.

Business Development Manager Location: West End, London Permanent, full-time About the firm My client is a global, independent advisory firm operating at the intersection of private equity, management teams and capital structures. Partner‑owned and highly collaborative, the firm supports senior leaders on equity incentive design in complex transactions, backed by a strong international client base and deep adviser relationships. The opportunity This is a senior, hands‑on Business Development Manager role, working closely with the CEO and Partners to drive growth across the firm’s chosen markets, sectors and geographies. Reporting directly to the CEO, the role combines strategic planning with practical delivery and plays a central part in embedding a firm‑wide business development culture. Working alongside the CRM and Operations teams, the successful candidate will shape and execute BD strategies that place clients at the centre of the business, strengthen the firm’s brand, and maximise revenue opportunities across both existing and new relationships. Key responsibilities • Work with the CEO to translate the firm’s strategic priorities into focused marketing and business development activity., • Develop and lead business growth initiatives across the firm’s regional and sector‑based BD plans., • Foster collaboration and cross‑selling between regions and sectors through effective use of client, market and pipeline data., • Partner with regional and sector leaders to build and maintain clear pipelines of new business opportunities, supported by targeted marketing strategies., • Support Partners and Directors in developing relationships and generating revenue across the firm’s existing and new client base., • Build relationships with existing clients, understanding their needs and aligning the firm’s capabilities accordingly., • Support delivery of the firm’s client programme, including retention activity, priority account management and leveraging introductions from existing relationships., • Position and promote the firm’s services to clients, adviser networks and the private equity community, developing strategies to access new opportunities., • Provide strategic and tactical input into pitches, presentations and proposals., • Coordinate marketing and promotional materials across print and digital channels to support service lines., • Identify and manage external networks and relationships, including professional organisations and industry forums., • Lead the planning and delivery of business development events, conferences, sponsorships and speaking engagements., • Champion the effective use of CRM systems and BD processes, ensuring data quality, compliance and visibility of activity across the firm., • Monitor and report on the performance of BD plans, including conversion rates and market opportunities, sharing insight with Partners and the wider business. Person specification • Background in corporate finance or professional services, with at least 5 years BD experience., • Proven experience managing senior stakeholder relationships and key accounts, with a hands‑on, delivery‑focused approach., • Track record of implementing business development programmes within a professional services environment., • Commercially astute, with a strong understanding of financial markets and a creative approach to growth., • Collaborative and credible, with the ability to influence and build trust with Partners and senior colleagues., • Strong written and verbal communication skills, with confidence engaging senior audiences., • Highly organised and analytical, with sound commercial judgement., • Strong IT skills, particularly PowerPoint and Excel; confidence working with data and performance metrics., • Strong academic background: a professional marketing qualification is advantageous. Working pattern This is a full‑time role based in the West End, with an expectation of being office‑based at least four days per week. Rewards and benefits My client offers a competitive salary and benefits package, aligned with the seniority and impact of the role. Equal Opportunities: As a responsible business, it is important that we represent the diversity of our people, our clients and our communities. We believe that the firms that thrive are those with the most diverse team; that's why we work so hard to source the best talent from the broadest pool possible. As an equal opportunity employer, we strive to accommodate anyone who may have specific needs. If you require reasonable adjustments to be made during the selection process, please talk to a member of the recruitment team so that any required adjustments can be made in advance.

Corporate Financial Planner - £60,000 to £130,000 OTE - London An excellent opportunity has arisen for an experienced Corporate Financial Planner to join a highly regarded, independent wealth management firm. This role offers immediate responsibility for a well-established, high-quality client portfolio of circa 300 corporate clients, with the current adviser retiring within the next 12 months. The initial focus will be on relationship management, continuity, and client retention, ensuring a smooth transition before moving into a more growth-oriented phase. Clients are predominantly based across the North M25 region (Essex, Hertfordshire, and surrounding areas). The role is primarily home-based, with most client interaction conducted via video, alongside some travel where required. The Role You will provide specialist corporate financial planning advice, primarily focused on: • Workplace pensions and employee benefit schemes, • Supporting employers with regulatory requirements and compliance, • Business protection, succession, and exit planning, • Profit extraction strategies and key person planning You will build strong relationships with business owners and senior stakeholders, delivering tailored financial solutions aligned to their commercial objectives. Key Responsibilities • Manage and develop an existing portfolio of corporate clients, • Deliver high-quality, compliant financial planning advice, • Conduct regular client reviews and adapt strategies as business needs evolve, • Build long-term relationships with key decision-makers, • Identify opportunities to expand and develop the client book over time, • Collaborate with professional introducers (accountants, tax advisers, etc.), • Ensure all advice meets FCA and regulatory standards About You • Diploma qualified CII (Level 4 minimum), • Proven experience in corporate financial planning or employee benefits, • Strong understanding of pensions, group schemes, and business planning, • Ability to interpret company accounts and provide strategic advice, • Excellent relationship management and communication skills, • Commercially minded with a consultative approach, • Full UK driving licence required What’s on Offer • Established, loyal client bank with strong ongoing income, • Clear transition plan from retiring adviser, • Home-based flexibility with autonomy, • Strong earnings potential (OTE £120k–£130k), • Comprehensive benefits package including:, • 25 days holiday + bank holidays (option to buy more), • Employer pension contribution (6%), • Life cover (4x salary), • Private medical insurance, • Discretionary bonus scheme This is a rare opportunity to inherit a high-quality, well-maintained client portfolio within a supportive and professional environment. The role offers both immediate income stability and long-term growth potential, making it ideal for an experienced adviser looking to step into a ready-made book while still having scope to develop further.

Senior Account Executive at Headland Consultancy Are you a communications professional ready to take the next step in your career at one of the UK’s leading strategic communications consultancies? At Headland, we bring together expertise across Corporate Communications, Public Affairs, Financial Communications (and more) to help our clients tell their story—clearly, credibly and with impact. We’re looking for a Senior Account Executive to join our team—someone curious, collaborative and motivated to grow as a trusted adviser, while contributing meaningfully to impactful work across a range of sectors. What You'll Be Doing As a Senior Account Executive, you'll be a valued member of multiple client teams—keeping projects on track, spotting opportunities, and sharing relevant insights. You’ll work across different disciplines, and your responsibilities will include: • Monitoring media and policy developments to provide timely, relevant insight, • Drafting high-quality client materials, including briefing notes, press releases and presentations, • Leading account administration—meeting notes, coverage reports and action plans—working closely with senior team members, • Managing day-to-day press office activity and nurturing relationships with journalists, • Supporting stakeholder engagement across the public policy and investor landscape, • Contributing to pitches, proposals, and campaign development, • Mentoring junior colleagues and helping uphold strong team delivery, • Working collaboratively with colleagues from across the agency to deliver thoughtful, joined-up communications advice Who We’re Looking For We're keen to hear from candidates who bring: • Excellent written and verbal communication skills, • A genuine interest in media, current affairs, politics and business, • Experience in a communications or media role (agency or in-house), • Confidence managing multiple deadlines and priorities, • A proactive mindset—someone who spots what’s needed and makes it happen, • A collaborative and supportive approach to working with others, • Comfort with digital tools for tracking and evaluating communications impact Inclusion & Accessibility We believe diverse perspectives make us stronger, and we’re committed to creating a workplace where everyone feels valued and supported. We encourage candidates from all backgrounds to apply. If you need any adjustments during the interview process, please let us know – we’re happy to help. We are proud to have been awarded full accreditation with The Blueprint. This industry-recognised programme helps talented Black, Asian, Mixed Race and Ethnic Minority communications professionals find employers committed to their growth. It also supports organisations in attracting, retaining and nurturing diverse talent. Learn more about The Blueprint here: ___ Interested? Please send your CV and a short covering note via LinkedIn. We’d love to hear from you.

Business Development Manager Regional role: Wales, Midlands, East of England & South West We are partnering with a highly regarded discretionary fund manager that specialises in evidence-based, passive investment portfolios for financial advisers. As part of their continued growth, they are seeking an experienced Business Development Manager to build, develop, and maintain strong intermediary relationships across Wales, the Midlands, the East of England, and the South West. This is an exciting opportunity for a commercially minded, relationship-led BDM with a proven track record of winning and retaining business within the adviser market. You’ll be joining a forward-thinking, entrepreneurial business with a strong proposition, a collaborative culture, and genuine scope to make a measurable impact. The opportunity You will take ownership of a regional patch and focus on growing relationships with financial advisers, introducers, and intermediary partners. Working closely with internal colleagues across investments, marketing, and client service, you will help drive new business, strengthen existing relationships, and support the continued growth of assets under management. What you’ll be doing • Building and maintaining strong relationships with financial advisers and intermediary partners., • Generate leads and cold call prospective customers, • Identifying and converting new business opportunities across your region., • Managing a pipeline of prospects and existing relationships to support growth and retention., • Leading meetings and presentations, both face to face / virtually. or over the phone, • Working collaboratively with internal teams to support client outcomes and business objectives., • Staying informed on market developments, competitor activity, and regulatory change., • Representing the business at events, seminars, and networking opportunities where appropriate. What we’re looking for • Proven experience in business development within financial services., • A strong network of intermediary and adviser relationships, ideally across the target regions., • Previous experience in a DFM, asset manager, MPS, platform, or IFA environment., • Confidence in building rapport, influencing stakeholders, and closing business., • A solid understanding of investment solutions and the adviser market., • Strong communication, organisation, and strategic thinking skills., • Ideally Level 4 qualified via CII / PFS, or working towards it., • Accessibility to Wales, the Midlands, the East of England, and the South West for travel purposes to potential clients. Package • Basic salary up to £80,000 (Higher base available for candidates with an established network), • Reward remuneration structure, • Benefits package, • Progression opportunities within a growing business If you have the right background and experience, and the drive to build something meaningful, please apply.

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview Role Overview The Markets Legal Department is a global team organised around product groups and associated business lines. The Markets Business provides world-class products and financing solutions for corporations, governments, and institutional investors through Citi's market leading underwriting, sales and trading, and distribution capabilities. A key part of the coverage of this critical and core Citi global business is centered within the Markets Legal Team. Comprising around approximately 330 permanent legal staff located across different parts of the world, the Markets Legal team, working in tandem with Enterprise and Country legal colleagues, provides a wide range of services, support and advice to multiple global and country Markets business and related functional areas, including general advice, transaction negotiation, document drafting and execution, as well as oversight of regulatory developments and requirements. The Markets business areas covered include the core product groups of Equities, Rates, Markets Treasury, FX, Spread Products and Commodities. In addition, the Markets Legal Team provides advice and support to product, legal and functional colleagues and to Citi's governance forums and entity management with respect to different global booking vehicles. Job Purpose: The role is dedicated to the Rates and Markets Treasury businesses globally with focus in the UK & Europe country clusters but with some support also provided to Asia. It covers all desks within the Rates and Markets Treasury businesses, with primary interaction being with: (i) the Rates and Markets Treasury structuring team; (ii) the Local Markets Rates business; (iii) the businesses providing bespoke/structured hedging solutions to clients; and (iv) the Strategic Origination business. This is a role requiring a broad range of legal skills, ranging from an understanding of finance-linked and deal-contingent hedging to fund-level hedging to the ability to understand and structure complex, bespoke trades in different legal forms (e.g. securities lending, derivatives, loans, deposits). It will also require a working knowledge of ISDA definitional booklets, such as the Rates and Credit Definitions, knowledge of relevant European regulations such as EMIR and SFTR as well as familiarity with US regulations of global impact such as Dodd Frank, and experience with issues raised by transactions in emerging / local markets. Familiarity with applicable capital rules in both Europe and North America will also be helpful. The successful candidate must therefore have the ability to work with and perform the role of a senior adviser to multiple desks with varying technical requirements across the derivative and SFT spectrum. They must also be able to work collaboratively with senior stakeholders in Risk, ICM, Compliance and other areas, as well as seniors within Legal, on the strategic aspects of supporting the relevant businesses. The successful candidate will also be responsible for managing a team of lawyers based in the United Kingdom supporting these desks. What you'll do: The candidate will be responsible for managing a team of lawyers supporting the Rates and Markets Treasury businesses, and will also be expected to cover a wide range of transactions and provide advice as a senior adviser across various desks, including: • Bespoke financing structures, including repo financing, Islamic financing, derivatives-based financing (particularly TRS), collateralisation structures, financial guarantees and risk participation transactions, • Technical elements of derivative documentation, including close-out provisions, optional and mandatory termination provisions, cash settlement calculations, and bespoke payoffs, • Finance-linked hedging, including being able to explain to stakeholders (in the business as well as other stakeholders such as Risk and ICM) the nuances of certain points and also to work with more junior colleagues both in London and Belfast who also work on: (a) reviewing and negotiating the wider transaction documents from a hedging perspective; and (b) negotiating the derivative documentation, respectively, • Contingent hedging, including those relating to M&A, issuance, and project finance, • Repackaging transactions across a variety of underlying product classes, • Non-linear derivatives, particularly swaptions and inflation-based products, • Advising on the 2006 and 2021 ISDA Definitions and the 2003 and 2014 ISDA Credit Definitions, • General advice on disputes and queries arising from OTC transactions, • Regulatory aspects relating to the above, including applicable sections of EMIR, SFTR, and Dodd Frank, • Training and supporting colleagues on the above, • Working on escalations with the Global Head of Rates & Markets Treasury Legal and, as relevant, the Global Head of Markets LegalDevelopment Value: This is an excellent opportunity for a senior lawyer with a broad range of technical skills who enjoys combining a broad and changing diet of complex, technical work with managing a team of lawyers who cover a variety of desks. Knowledge of both derivatives and SFTs is important, but this role could suit a candidate with an emphasis or background in either one of these areas. The successful candidate will be a subject-matter expert and senior adviser across a number of products and desks, and will function as a key point of senior escalation on day-to-day matters for the wider team as well as managing the part of the team that works in the United Kingdom. They will work directly with the Global Head on other points of escalation and broader strategic goals for the relevant businesses. What we'll need from you: • Significant and relevant post-qualification experience, ideally with experience of working in-house., • A strong, broad understanding of financial products and how they work and interact (e.g. bonds, trade financing, loans, derivatives, SFTs)., • Knowledge of regulations and law impact the different areas of the businesses described above., • Derivatives experience within any product group is essential, with the 2006 / 2021 Definitions and the 2003 / 2014 Credit Definitions preferred., • Experience of structuring complex transactions is preferred, including the underlying treatment of such trades (e.g. capital, credit, XVA)., • Experience of managing a team of lawyers who cover a variety of desks. Skills/Competencies Candidate must have: • Ability to work independently and efficiently., • Ability to work under pressure., • Excellent organisational skills., • Good diplomatic skills and ability to interact with personnel with different working cultures / levels / background., • Good written and oral communication skills., • Ability to present complex issues simply to senior management., • Ability to lead a team under pressure and prioritise appropriately., • Ability to lead and develop team members' skills and careers., • Ability to interact with and train junior colleagues, • Fluent in English (written and oral)., • Interest in technology., • Intellectual curiosity to learn about new products and new legal structures.Qualifications: NY or English legal qualification required. What we can offer you We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure • A discretional annual performance related bonus, • Private medical insurance packages to suit your personal circumstance, • Employee Assistance Program Pension Plan, • Paid Parental Leave, • Special discounts for employees, family, and friends, • Access to an array of learning and development resources, • Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. ------------------------------------------------------ Job Family Group: Legal ------------------------------------------------------ Job Family: Legal - Product ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above.------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.

Senior HR Adviser - Assistant Vice President (AVP) 6-Month Contract | Investment Bank | London (Hybrid) We are partnering with a leading global investment bank to appoint a Senior HR Adviser (Assistant Vice President) on an initial 6-month contract. This is an exciting opportunity to join a high-performing HR team supporting Front Office and corporate functions in a fast-paced, complex environment. The Role As a Senior HR Adviser, you will act as a trusted partner to business leaders, delivering high-quality HR advice across the full employee life cycle. You will play a key role in supporting strategic initiatives while ensuring operational excellence and compliance within a regulated environment. Key Responsibilities • Provide expert HR advisory support to managers across multiple business areas, • Manage a wide range of employee relations cases (disciplinary, grievance, performance, absence, etc.), • Support organisational change initiatives, including restructures and transformation programmes, • Partner with stakeholders to drive employee engagement and performance outcomes, • Ensure best practice and compliance with UK employment law and internal policies, • Liaise with centres of excellence including Reward, Talent, and HR Operations, • Contribute to HR projects and continuous improvement initiatives, • Proven experience in an HR Advisory or HR Business Partner role within financial services or a highly regulated environment, • Strong employee relations expertise with the ability to manage complex cases, • Solid understanding of UK employment law, • Excellent stakeholder management skills, with the ability to influence at senior levels, • Commercially minded with strong problem-solving capabilities, • Experience operating in a fast-paced, Matrix organisation, • Competitive daily rate, • Hybrid working model (London-based office with flexibility), • Opportunity to work within a leading global investment bank

Advisor Support / Client Relationship Manager - Financial Planning Hybrid (2-days per week at home) North London Full-time | Permanent Competitive (dependent on experience) £35,000 to £40,000 Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities • Set up new leads and prospects and maintain accurate records in our back-office system., • Manage and update tasks for new leads., • Attach Adviser correspondence and relevant documentation to client records., • Prepare and issue compliance packs for client meetings., • Chase outstanding documentation and upload completed paperwork to our back-office system., • Send and manage risk profile questionnaires and record responses., • Set up clients on the client portal and manage related documentation., • Issue, chase and record fee agreements., • Ensure first review meetings are scheduled for clients with ongoing service agreements., • Upload and maintain AML documentation in our back-office system., • Act as a key point of contact for clients, ensuring prompt responses and clear communication., • Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation., • Review upcoming Adviser diary and ensure meeting documentation is prepared and issued., • Liaise with internal departments and external providers regarding client cases., • Generate, issue and maintain client Fact Finds., • Support review meeting preparation and liaise with Paraplanners where required., • Prepare cases for suitability reports ensuring all documentation is complete., • Pre-populate application paperwork for new business where appropriate., • Monitor client platform cash levels to ensure sufficient funds for charges and income needs., • Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives • Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings., • Take and distribute meeting notes, confirming agreed actions to relevant team members., • Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues., • Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings., • Maintain an understanding of team targets, helping to prioritise work to support their achievement., • Maintain oversight of high-value new business cases to ensure smooth progression., • Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process., • Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development • Continue personal development through regular training aligned with your agreed development plan., • Maintain knowledge of internal processes, compliance requirements, and systems., • Proactively develop your understanding of financial planning processes and Adviser Support functions., • Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You • Previous experience in financial services administration, adviser support, or client relationship management., • Strong organisational skills and excellent attention to detail., • Experience using CRM systems (preferred)., • Excellent communication and client service skills., • Ability to manage multiple priorities and deadlines., • A proactive and collaborative approach to supporting Advisers and clients. What’s on Offer • Competitive salary package., • Hybrid working pattern (3 days office-based), • Supportive and collaborative team environment., • Ongoing training and professional development opportunities., • The opportunity to play a key role in delivering outstanding client service within a growing team., • 4% matched pension contributions., • Income Protection Cover (terms apply)., • Death-in-Service Cover (terms apply)., • Health Shield Cash Plan., • Employee Assistance Programmes., • Cycle to Work Scheme., • Employee Discounts., • Company Activities., • Breakfast/Fruit supplies., • Discounted Health Tests., • Optional Influenza vaccination., • Employee referral programme.

We're working with a values-driven housing association based in London to recruit a Finance Manager on a permanent contract. As Finance Manager, you will play a central role in delivering accurate, timely and insightful financial information across the organisation. You will lead on management accounts, statutory reporting, budgeting, forecasting and financial analysis, ensuring full compliance with Housing SORP and FRS102. You’ll partner closely with senior leaders, operational managers, acting as a trusted adviser and providing the financial insight needed to drive performance, value for money and long term business planning. You will also lead and develop a small, high performing finance team, fostering a culture of accountability, continuous improvement and excellent customer service. Key responsibilities • Produce high quality monthly management accounts, Board reports, budgets and forecasts, • Lead the preparation of statutory accounts and manage audit processes, • Provide expert financial analysis and business partnering to support operational and strategic decisions, • Maintain robust financial controls, cashflow planning, treasury oversight and covenant monitoring, • Oversee VAT, fixed asset, service charge and development accounting, • Lead, motivate and develop a small finance team, • Support long term financial planning, stress testing and value for money initiatives We’re looking for someone who is: • CCAB qualified (ACA, ACCA, CIMA, CIPFA), • Experienced in producing management and statutory accounts, • Confident leading teams and managing workloads in a fast paced environment, • Skilled at building strong relationships across the organisation, • Able to communicate complex financial information clearly, • Highly proficient with Excel and modern financial systems Experience in the housing sector, and familiarity with SUN Finance system and CX Housing management systems would be an advantage but is not essential.

Senior Legal Counsel -Fintech, Banking & Payments (with scope to grow into Head of Legal) 📍 UK (Hybrid – London) 💼 In‑house | Senior, hands‑on role We’re partnering exclusively with a UK‑licensed challenger bank with a strong fintech, payments and Banking‑as‑a‑Service (BaaS) focus, backed by an established European banking group. This is a role for a commercially minded lawyer who wants real ownership and influence, helping shape and deliver legal support in a growing bank, not working behind layers of process. Legal is embedded early, trusted by the business, and expected to think commercially. 🏦 The Business • Fully licensed UK challenger bank operating across payments, BaaS and digital retail banking, • Regulated by the Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA), • Strong fintech and payments DNA with the stability of a banking platform, • Collegiate, low‑ego culture where legal is involved early in commercial and product decisions Why Join? You’ll be joining a bank known for its entrepreneurial mindset and strong people‑first culture, recognised as a Sunday Times Best Places to Work. The culture is: • Ambitious and fast‑moving, with a willingness to challenge convention, • Open and straightforward in how decisions are made, • Continuously improving, without rigid hierarchy, • Collaborative, with high standards and genuine care for colleagues ⚖️ The Opportunity As Senior Legal Counsel, you’ll own a broad legal remit across payments, fintech partnerships and digital banking, staying hands‑on and close to the business. You will: • Act as a trusted legal adviser to senior stakeholders, Compliance and Risk, • Run the day‑to‑day UK legal workload, • Work at fintech pace within a regulated banking environment, • Help shape how the legal function supports scale and growth over time This is a senior individual‑contributor role with real influence, not a committee‑heavy or title‑driven position. What You’ll Be Doing • Leading negotiation of commercial, fintech and payments contracts (BaaS, SaaS, technology, outsourcing), • Supporting high‑priority, client‑facing negotiations, • Advising on UK financial services regulation, payments and consumer risk, • Supporting new product and feature launches, • Providing pragmatic input on governance, data protection and vendor arrangements, • Working closely with Compliance and Risk 👤 Who This Suits • Qualified solicitor (England & Wales or equivalent), • PQE is flexible: The role requires significant experience and judgement; whilst open on PQE, but candidates should be able to demonstrate the depth and exposure expected at Senior Legal Counsel level within fintech, payments or regulated banking., • Strong experience in fintech, payments, EMI or banking environments, • Excellent commercial contracts capability, • Commercial, adaptable and comfortable with change, • Enjoys building and improving, not just maintaining, • Confident operating with autonomy and balancing regulation with delivery In‑house experience preferred, though private practice lawyers with strong FS or fintech exposure will be considered. 💡 Why This Role? • Senior responsibility in a hands‑on role, close to decision‑making, • High autonomy and visibility, reporting to the CFO, • Scope to grow with the business and help shape the legal function, • Fintech pace with the credibility of a licensed bank, • Competitive salary, discretionary bonus and long‑term incentives 📩 Interested? Apply directly to arrange a confidential discussion. This is an exclusive and confidential search for a newly created, high‑impact role with a highly selective client, and we expect significant interest. Candidates interested in exploring the opportunity are strongly encouraged to apply promptly. Given the level of interest expected, conversations will be prioritised with candidates whose experience aligns most closely with the role.

Senior HR Adviser – Assistant Vice President (AVP) 6-Month Contract | Investment Bank | London (Hybrid) We are partnering with a leading global investment bank to appoint a Senior HR Adviser (Assistant Vice President) on an initial 6-month contract. This is an exciting opportunity to join a high-performing HR team supporting front-office and corporate functions in a fast-paced, complex environment. The Role As a Senior HR Adviser, you will act as a trusted partner to business leaders, delivering high-quality HR advice across the full employee lifecycle. You will play a key role in supporting strategic initiatives while ensuring operational excellence and compliance within a regulated environment. Key Responsibilities • Provide expert HR advisory support to managers across multiple business areas, • Manage a wide range of employee relations cases (disciplinary, grievance, performance, absence, etc.), • Support organisational change initiatives, including restructures and transformation programmes, • Partner with stakeholders to drive employee engagement and performance outcomes, • Ensure best practice and compliance with UK employment law and internal policies, • Liaise with centres of excellence including Reward, Talent, and HR Operations, • Contribute to HR projects and continuous improvement initiatives, • Analyse HR data to identify trends and provide actionable insights Skills & Experience Required • Proven experience in an HR Advisory or HR Business Partner role within financial services or a highly regulated environment, • Strong employee relations expertise with the ability to manage complex cases, • Solid understanding of UK employment law, • Excellent stakeholder management skills, with the ability to influence at senior levels, • Commercially minded with strong problem-solving capabilities, • Experience operating in a fast-paced, matrix organisation, • CIPD qualification (or equivalent) desirable The Candidate You will be a proactive, resilient HR professional with a hands-on approach and the confidence to operate in a demanding investment banking environment. You thrive under pressure, build strong relationships quickly, and deliver pragmatic HR solutions aligned to business needs. What’s on Offer • Competitive daily rate, • Hybrid working model (London-based office with flexibility), • Opportunity to work within a leading global investment bank, • Exposure to senior stakeholders and strategic HR initiatives

Job Title: Office Based Business Development Manager Location: Flexible office location – London, Birmingham, Manchester, Newcastle, Basingstoke, Edinburgh Salary: Flexible dependent on experience, guide range £60-£80k plus bonus/commission Benefits: Full Corporate Benefits Package A comprehensive package including healthcare, insurance, pension & pension enhancements, lifestyle perks, and flexible benefits tailored to individual needs. About the Company: A top tier leading wealth management firm with a strong presence across the UK, supporting intermediaries (financial planning firms) with discretionary fund management, managed portfolio services and unitised investment solutions. The business has a recognised intermediary proposition and a collaborative culture across investment management, sales support and regional office teams. Role Summary: This is a phone-based business development role focused on building and growing intermediary relationships across the financial advice market. You’ll work closely with local offices, investment managers, field-based business development managers and sales support teams to promote a range of investment solutions, support adviser practices and help drive sustainable new business growth. Key Responsibilities: • Build and maintain intermediary relationships: Develop long-term adviser relationships that support consistent, profitable business growth., • Promote DFM, MPS and unitised solutions: Position the firm’s investment proposition clearly to intermediaries and help advisers understand where it fits for their clients., • Deliver against business development plans: Maintain an active business plan and pipeline to support ambitious new business targets., • Collaborate with internal teams: Work closely with BDMs, sales support, investment managers and local office teams to improve communication and maximise opportunities., • Support adviser engagement activity: Help organise events, seminars and hospitality within company guidelines to increase awareness and intermediary support., • Stay close to market and regulatory change: Keep technical, market and legislative knowledge up to date so conversations with advisers remain relevant and credible. Requirements: • QCF Level 4 qualification as a minimum, • Experience of selling to Financial Advisors, • Distribution experience within financial services, • Evidence of success in a sales-focused role, • Experience in a phone-based or remote sales environment, • Strong relationship management and telephone-based business development skills, • Good knowledge of investment markets, regulation and adviser distribution channels, • Confident presentation and communication skills, • Comfortable using Excel, Outlook, PowerPoint and Teams

Job Description We are currently recruiting an exciting opportunity for an AI and Automation Specialist to join our IT team. Role Overview In this hands-on delivery role, you will lead the build and deployment of automation and agent solutions using Microsoft 365 tooling. You will turn prioritised use cases into secure, reliable releases, while establishing repeatable delivery approaches for the future. You will work closely with Information Security, Cyber and Technology Risk to ensure that delivery aligns to policy and control requirements. Responsibilities include: • Configuring and enhancing CoPilot Studio agents and Power Automate workflows within agreed boundaries., • Shaping technical delivery options for each use case, selecting pragmatic patterns that can be reused and scaled., • Implementing secure controls, including permissions, access boundaries, and least privilege., • Producing production ready assets including error handling, logging, support notes, and handover documentation., • Supporting testing and release activity, including defect resolution and early life support., • Contributing to benefits capture by defining measurable outcomes for delivered solutions and supporting evidence collection. Person Specification The ideal candidate will have strong working knowledge of Microsoft 365 automation and agent tooling, including Power Automate and CoPilot Studio. You will have a deep understanding of identity, access and permissions in M365, and how these affect data exposure. Experience working in regulated environments with strong control expectations and auditability is essential. You will also demonstrate a strong understanding of data access and information risk concepts, and will demonstrate a strong knowledge of delivery standards for production releases. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client-focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

Job Description We are currently recruiting an exciting opportunity to join the IT team as an Integration Developer. Reporting to the IT Development Manager this role will act as the technical bridge between our robust, internal developed core systems and modern cloud based SaaS platforms. Working with the Development, Engineering and Project teams your primary focus will be to define API driven integrations and utilise Microsoft middleware to create seamless, event driven data flows across the business. Role Overview Your main area of responsibility will be to design, build, and orchestrate secure API integrations and complex data flows across disparate systems. You will manage the extraction, transformation, and routing of data working with multiple integration protocols such as REST and GraphQL to ensure reliable and efficient communication. You will be responsible for engineering and maintaining Microsoft-centric middleware solutions using the Azure integration stack, including API Management, Logic Apps, and Azure Functions. A strong emphasis will be placed on promoting scalable, decoupled, and event-driven integration patterns, moving the organisation away from brittle point-to-point connections and towards modern, resilient architectures. Your responsibilities will also include embedding Secure by Design" principles across all integration solutions and ensuring best practices are followed throughout the full lifecycle of delivery. You will also create and maintain clear, comprehensive technical documentation covering APIs, middleware processes, and end-to-end system integrations, enabling maintainability, transparency, and effective knowledge sharing across technical teams. Person Specification You will have a strong educational foundation in computer science, software engineering, or a closely related discipline, supported by deep technical expertise in Azure Integration Services. You will possess a broad and practical understanding of traditional and modern development technology stacks, enabling you to confidently support, maintain, and collaborate on internally developed enterprise applications. You will demonstrate comprehensive knowledge of API consumption patterns, integration architectures, and data mapping and transformation techniques, alongside a solid grasp of modern authentication and authorisation protocols used in secure SaaS-to-SaaS and system-to-system communication. This includes practical experience with OAuth 2.0, OpenID Connect, SAML, and API key-based authentication models, as well as a strong understanding of API security best practices and threat mitigation strategies. Your approach will be analytical and objective, underpinned by strong intellect and a mature, accountable mindset when designing and implementing secure integration solutions. The role requires proven commercial experience orchestrating API connections and designing or developing middleware to integrate complex enterprise SaaS platforms. You will have an excellent track record of translating complex business and project requirements into scalable, secure, and maintainable technical integration solutions, remaining highly focused on delivery and task-oriented execution. Strong experience working with version control systems and associated development workflows is essential, with a preference for Git-based practices. You will bring total integrity to the role, demonstrating accountability, objectivity, and professionalism in all interactions. Strong interpersonal and communication skills will enable you to work effectively with technical and non-technical stakeholders alike, ensuring clarity, alignment, and successful outcomes. You will also show the ability to innovate and think creatively, applying out-of-the-box thinking to solve complex problems and continually evolve integration solutions. Experience with the Microsoft Power Platform ecosystem, including tools such as Power Automate, Power Apps, or related services, would be highly desirable. Broader application development experience across a range of technologies, including PHP or other web languages, is also beneficial. Relevant Microsoft certifications, such as Azure Developer Associate or Azure Solutions Architect Expert, are advantageous and will be viewed as a strong indicator of technical depth and commitment to ongoing professional development. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

Fixed Term Contract Duration - 11 Months About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £141.2 billion in customer investments (as of 31 December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app. High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us! About the Role Level - 5 Department- Risk Location - London Contract - 12 Month FTC Regulated/Non-Regulated: Non-Regulated As a Senior Financial Crime Manager, you will play a pivotal role in strengthening our financial crime framework alongside the Head of Financial Crime Prevention and supporting the Money Laundering Reporting Officer (MLRO). This is a senior Second Line of Defence (2LoD) position, acting as a financial crime subject matter expert (SME) across the entire business. You will provide robust oversight challenge, advisory support, and leadership on matters relating to anti-money laundering (AML)/ counter-terrorist financing (CTF), sanctions, tax evasion, anti-bribery & corruption (ABC) and fraud. You will help shape our financial crime framework, guide the Business through ongoing regulatory change, and ensure our risk management practices remain strong, compliant, and aligned to our risk appetite. Key Responsibilities • Monitor the effectiveness of 1LoD financial crime controls and identify gaps or improvement areas., • Provide oversight of Know Your Customer (KYC)/ customer due diligence (CDD) processes, including advisory support on high risk and enhanced due diligence (EDD) cases., • Develop, maintain, and enhance Group financial crime policies, standards and procedures, and risk appetite statements., • Conduct horizon scanning, perform gap analyses, and ensure timely implementation of regulatory changes., • Lead and maintain financial crime business-wide risk assessments., • Report outcomes clearly and regularly to senior management and governance committees., • Act as a financial crime SME across the Firm., • Provide practical guidance to business units on AML/CTF, sanctions, fraud and ABC matters., • Design and deliver engaging financial crime training programmes to employees at all levels., • Produce high-quality management information (MI) for senior management, governance forums, and relevant committees., • Support the MLRO with regulatory returns and ad hoc regulatory queries., • Design and deliver 2LoD monitoring and assurance reviews over 1LoD Financial Crime Operations., • Test the effectiveness of key controls and ensure timely closure of remediation actions., • As an SME, provide design input and support to the Financial Crime transformation programme., • Take ownership for delivery of targeted / prioritised enhancements to the Financial Crime control environment.About You, • Strong demonstrable experience in 1LoD / 2LoD Financial Crime roles within financial services (Wealth and Asset Management experience highly desirable)., • Deep technical knowledge of AML/CTF, CDD/EDD, sanctions, ABC and fraud requirements., • Proven ability to challenge the 1LoD and influence senior stakeholders., • Strong data and trend analysis capability with the ability to identify emerging risks., • Comfortable preparing high quality MI and presenting insights to senior leadership and committees., • Confidence in engaging with senior stakeholders, acting as a trusted adviser and SME., • Skilled at delivering training and embedding a strong financial crime culture., • Strong understanding of the UK regulatory environment for financial crime., • ICA International Diploma in Financial Crime Prevention/ AML, ACAMS, or equivalent professional certifications.#LI-KH1 Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together : Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Healthcare Cash Plan: Jersey employees only. Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Paraplanner (3+ Years Experience) Location: West End, London Working Pattern: 4 days in-office / 1 day flexible Salary: Competitive + benefits (dependent on experience) The Company A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. The firm specialises in delivering high-quality, tailored financial planning to HNW and UHNW clients, with a strong emphasis on long-term relationships and personalized advice. The Role We are seeking an experienced Paraplanner to support Financial Advisers in delivering holistic financial planning solutions. This is a technical, detail-oriented role suited to someone who enjoys working closely with advisers and playing a key part in the client journey. You will be responsible for producing high-quality suitability reports, conducting research, and ensuring all recommendations are compliant and aligned with client objectives. Key Responsibilities • Prepare detailed suitability reports across pensions, investments, and protection, • Conduct technical research and analysis of financial products and providers, • Assist advisers in developing client recommendations and financial strategies, • Analyse client information including income, assets, liabilities, and risk profiles, • Ensure all work meets FCA regulatory requirements and internal compliance standards, • Use Intelligent Office (IO) to maintain accurate client records and workflows, • Liaise with advisers, administrators, and providers to support the end-to-end advice process, • Contribute to cashflow modelling and financial planning where required Requirements • Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm, • Level 4 Diploma (CII) or equivalent paraplanning qualification (essential), • Strong working knowledge of Intelligent Office (IO), • Solid understanding of UK financial planning, including pensions, investments, and protection, • Excellent report writing and attention to detail, • Strong organisational and time management skills Desirable • Experience working with HNW clients, • Exposure to cashflow modelling tools (e.g. Voyant, Truth), • Progress toward Chartered status Personal Attributes • Highly detail-oriented and analytical, • Proactive and able to work independently, • Strong communication skills with the ability to liaise effectively with advisers /clients, • Professional and client-focused mindset What’s on Offer • Opportunity to join a high-quality boutique firm with a strong reputation, • Close working relationship with CEO/MD, • Support for continued professional development and exams, • Collaborative and professional working environment in the West End

About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. About the Role Level: 1 Department: Operations Location: London (Hybrid) Contract: Permanent The successful candidate will liaise with Investment Managers across the business, as well as their teams to ensure the smooth opening of or amendments to client accounts, including General Investment Accounts, ISAs, Bare Trusts, SIPPs, Offshore Bonds, Trusts, Charities, Corporates and QROPS. The individual will be assigned to work with several Front Office teams from around the business. We encourage attendance at assigned team meetings and visiting any regional offices so that they get to know the teams they are working with. The candidate will review account opening paperwork and create new accounts on the Company's client management system (CRM), as well as perform client due diligence and money laundering checks in a timely manner. In addition, they will assist with the transfers in and out of client portfolios. We are always looking at ways to improve processes and efficiency, so the ideal candidate would demonstrate initiative and willingness to both follow and improve processes where possible. The Key tasks will involve, but not limited to the following: • Checking and signing off new accounts and obtaining missing information if applicable., • Performing AML and due diligence checks on new accounts and accounts changing service., • Creating accurate and correctly structured client records on the CRM system., • Liaising with Pension and Offshore Bond Providers to gain permission to open accounts where applicable., • Assisting with the transfer in and out of portfolios and liaising with Pension and Offshore Bond providers where applicable., • Assisting with the administration of deceased client accounts., • Liaison with Front Office Investment Management teams and Operations to ensure timely processes of work and issue resolution., • Relationship management with Front Office Investment Management teams.About You The candidate will ideally have 2-3 years' experience in a similar role in Financial Services and experience of the Investment Management industry would be preferred, alongside the Financial Adviser industry. They would preferably be confident with Word and Excel on an intermediate level, familiar with the WDX CRM and Figaro system or have experience of working with a Client Relationship Management System on a regular basis. Investment Operations Certificate and AML qualifications are preferable but not compulsory. #LI-VS1 #QC Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

We have been retained exclusively by one of the UK’s most reputable, entrepreneurial and fastest-growing investment management firms to appoint a Business Development Manager for their London region. Our client has built an outstanding reputation in the adviser market through innovation, high-quality investment solutions, strong client service and a genuine commitment to supporting financial advisers and their clients. With continued growth, brand momentum and a highly respected proposition, this is an excellent opportunity to join a business that is thriving in the intermediary space. The role will take responsibility for the London territory, managing and developing relationships with IFAs, wealth managers and intermediary firms across the region. You will be expected to grow assets under management, identify new business opportunities, increase market share and deliver against agreed sales targets. The successful candidate will act as a trusted partner to advisers, promoting the firm’s investment capabilities and delivering first-class service and support. We are seeking an experienced IFA / intermediary sales professional with a proven track record in business development, strong knowledge of the adviser market, and an established network across London. You will be commercially driven, highly credible with advisers, and able to demonstrate consistent success in winning and retaining business. This is a standout opportunity to join a high-performing business with an excellent reputation, strong internal support and significant long-term career potential. Salary up to £100k + 80% bonus .

Summary Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy - Opportunities available nationwide! Are you exploring your next career move and looking for a role where you can make a meaningful impact? Do you: -\tEnjoy helping others? -\tHave a strong network of personal and professional connections? -\tAspire to build a fulfilling career with flexibility and purpose? If so, Quilter Academy could be your route to achieving your aspirations. About the Role We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser. What We Offer: A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning. For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser. A proposition that can lead to a secure financial future with the potential to build a business with capital value. About You What We're Looking For: • Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network., • Strong interpersonal skills and a commitment to building meaningful client relationships., • Analytical thinkers with attention to detail., • Trustworthy individuals capable of managing financial responsibilities., • Motivated individuals who are interested in self-employment and shaping their own career path.Essential Requirements:, • The right to work in the UK and appropriate visas for a minimum of 5 years., • At least 5 years of career history., • A satisfactory credit history (required for regulatory purposes)., • Ability to travel for client meetings - Full driving licenseCould this be you? If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step. Apply today and start your journey toward a fulfilling new career as a financial adviser.

Director of Human Capital & Talent Acquisition We have partnered with a leading independent wealth management and investment firm who is seeking a Director of Human Capital & Talent Acquisition to join its growing international business with offices across London, Dubai, and Monaco . This is a high-impact and highly visible role, suited to a commercially minded talent professional with strong experience across financial services. The successful individual will act as a trusted adviser to senior leadership, helping shape hiring strategy, improve recruitment infrastructure, and attract top-tier talent across private banking, wealth management, and investment management. Key Responsibilities: • Lead end-to-end talent acquisition across front-office, investment, and support functions, • Build and manage relationships with external search firms and specialist headhunters, • Develop proprietary candidate pipelines, particularly within private banking and wealth management, • Partner closely with senior management on hiring strategy, market intelligence, and compensation benchmarking, • Enhance recruitment processes, onboarding frameworks, and talent infrastructure, • Act as a visible ambassador for the firm within the talent market Candidate Profile: • 7-10+ years’ experience within talent acquisition or executive search, ideally focused on financial services, • Strong network across private banking, wealth management, asset management, or family offices, • Commercially astute with the ability to engage credibly at Executive Committee level, • Entrepreneurial, proactive, and comfortable operating within a fast-growing environment, • Strong stakeholder management, communication, and organisational skills, • Interest in AI-enabled recruitment tools and operational improvement advantageous We would welcome discussion if you think this might be for you.

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

EJC / Internal Business Development Manager / Investment Management We are seeking a commercially driven and relationship-focused Business Development Manager. The successful candidate will be responsible for growing our clients AUM by deepening existing relationships and originating new business across target channels — primarily UK financial advisers and IFA networks, with scope to support institutional client development depending on experience. This is a high-impact role for a motivated individual with a strong understanding of investment management, multi-asset portfolios, and the UK wealth and advisory landscape. Key Responsibilities • Build and manage a pipeline of new business opportunities across the IFA, wealth management, and discretionary/advisory channels, • Develop and maintain strong relationships with financial advisers, paraplanners, and DFMs to drive fund flows and mandate wins, • Articulate the firm's investment philosophy, outcome-based approach, and product suite clearly and compellingly to a range of audiences, • Work closely with the investment and portfolio management teams to ensure up-to-date and accurate technical knowledge, feeding market intelligence back to the business, • Represent the firm at industry events, adviser roadshows, and due diligence meetings, • Manage a defined territory or segment, with accountability for AUM growth targets and activity KPIs, • Collaborate with marketing to support the development of distribution materials, thought leadership, and digital content, • Maintain accurate records of activity and pipeline in the CRM system, • Contribute to the firm's responsible investing proposition as part of the wider client conversation Experience of working within the IFA sales space is highly desirable for this opportunity.

A leading Big 4 accountancy practice is looking to appoint a Director to join its Global Tax Managed Services & Transformation team. The team supports multinational groups and financial services organisations in managing their global tax compliance, reporting and statutory accounting obligations through outsourcing, co-sourcing and large-scale transformation programmes. Clients increasingly rely on these services to improve visibility, reduce risk and modernise their tax operating models using technology and automation. This is a senior leadership role combining client delivery, team leadership and business development, working on large international engagements and complex tax operating model transformations. The Role As a Director, you will play a key role in growing the managed services practice while leading the delivery of complex global engagements. Your responsibilities will include: • Leading the delivery of large UK and global tax and accounting compliance managed service engagements, • Overseeing the implementation of transformation programmes designed to modernise tax compliance and reporting processes, • Driving the adoption of technology-enabled tax solutions and automation to improve efficiency and governance, • Designing and implementing tax operating models, governance frameworks and risk controls, • Managing relationships with senior client stakeholders and acting as a trusted adviser to tax and finance leadership teams, • Leading large multi-disciplinary teams, including onshore and offshore delivery teams, • Coaching and developing senior managers and managers within the team, • Identifying opportunities for additional services and supporting business development and growth initiatives, • Contributing to the development of new service offerings and delivery models within the managed services practice. About You, • Extensive experience in tax compliance, reporting or tax transformation programmes, • Strong understanding of global tax processes, including corporate tax, indirect tax, transfer pricing or statutory accounting, • Experience leading large multi-jurisdictional projects or managed service engagements, • Strong track record of client relationship management and business development, • Proven experience leading and developing large teams and complex project delivery, • Interest in tax technology, automation and data-driven compliance solutions, • ACA, CTA, ACCA or equivalent qualification (or qualified by experience).The Opportunity You will join a fast-growing global tax managed services practice, working with multinational organisations to redesign and modernise their tax functions. The role offers exposure to large international clients, complex transformation programmes and technology-enabled tax delivery models, alongside clear progression towards Partner.

Legal Client Relations Director Location: London (Hybrid – minimum 3 days in-office) Salary: £100,000 per annum LAW Absolute is working exclusively with a professional services business who are seeking a Client Relations Director to lead and grow relationships with leading UK law firms on a permanent basis. This is a senior, relationship-led role suited to someone with a legal background, strong commercial instincts, credibility with senior legal stakeholders, an excellent private practice network and a genuine interest in high‑value litigation and advisory work. The Role As Client Relations Director, you will own and develop a defined portfolio of major law firm clients, acting as a trusted adviser and long-term strategic partner. You will be responsible for deepening relationships, driving sustainable revenue growth, and working closely with internal delivery teams to ensure an outstanding client experience. The role is London-based with frequent in-person engagements. Key Responsibilities Strategic Account Leadership • The successful candidate will own and develop relationships across a portfolio of circa 10 key UK law firms, • You will build trusted relationships with senior stakeholders through regular face-to-face meetings, events and networking, • You will act as a strategic adviser, understanding client pressures and objectives and tailoring solutions accordingly, • Create and deliver structured account plans, including relationship mapping and growth strategies, • Identify cross-practice and cross-office opportunities, • Monitor, report and forecast account performance Revenue & Business Development • You will drive revenue growth across the client portfolio, • Manage opportunities through the full sales cycle from enquiry to conversion, • Collaborate with marketing on firm-specific initiatives, thought leadership and events, • Support international growth initiatives through existing client relationships Operational Excellence • Partner closely with internal client services teams to ensure seamless delivery, often to tight timelines, • You will act as a senior escalation point within the sales process, • Conduct post-engagement follow-ups to capture feedback and measure impact Market Insight & Positioning • Build and maintain a strong professional network within the UK legal market, • You will stay informed on litigation and market trends relevant to your client base, • Share client insights internally to inform strategic and commercial decision-making The successful candidate will be required to show that they not only have but can develop deep, trusted relationships across a legal portfolio. It is essential you have a strong network and are able to show revenue growth in your current and previous roles. About You • Ideally a qualified solicitor or someone with a background working in the legal market looking to pivot into a client relationship director role, • Someone with legal sector expertise and an excellent private practice network, • Proven experience managing and growing high-value client relationships, • Confident engaging with senior legal stakeholders, • Commercially astute with disciplined pipeline management, • Skilled relationship builder with strong emotional intelligence, • Credible, professional and consultative in approach, • Able to juggle multiple priorities effectively, • Strong written and verbal communication skills, • Comfortable working in a relationship-led, in-person environment This is a permanent position with a well-regarded professional services business. The salary on offer for the role is up to £100,000 per annum. If the above is of interest, and you would like to find out more, please send an updated CV to Working through LAW Absolute As the first recruitment agency to specialise only in placing interim lawyers, LAW Absolute has a long history in supporting lawyers who want to work flexibly and in control of their career. We are able to offer our contractors a range of challenging opportunities across private practice, corporates, financial services and within the not-for-profit sector. With over 20 years of placing contract lawyers in these markets, we have built excellent networks and many of the lawyers that we work with are contract lawyers that we have successfully placed on multiple assignments, allowing them to work with autonomy and build their career in the way they choose to. For our clients, we have worked closely with legal teams to help them plan and manage delivery of their services in a more efficient way in terms of resources, costs and timescales. To find out more about how LAW Absolute can assist you, or your team, through flexible working, please contact us or visit Please note our advertisements use PQE/salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. At LAW Absolute we endeavour to respond to all applications within 48 hours. However due to the volume of applications we receive we may not be able to respond to every candidate individually. If you have not heard from us within a 48 hour timeframe your application has not been successful and your details have not been retained. LAW Absolute acts as an employment business for temporary recruitment and as an employment agency for fixed term contract and permanent recruitment.

About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £141.2 billion in customer investments (as of 31 December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app. High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us! About the Role Level - 4 Department- Risk Location - London Contract - Permanent This is a key role within the Risk function to support the Senior Risk Manager in a small but busy team focussing primarily on the investment / asset management division which is part of a larger Affluent Business Partnering Risk team. We work collaboratively with key stakeholders across the business. You will work alongside our Risk and Compliance colleagues across the Risk function. As a key member of the wider Risk and Compliance community you will have opportunities to learn about other areas of the Quilter business. This is an ideal role for someone who has experience of operational risk management and would like to move into a strategic focussed role providing advice and guidance on key strategic initiatives direct to the business. Key responsibilities include: • Providing support and challenge with a focus on ensuring risk is an integral part of the business in line with the Quilter Risk Management Framework., • Leading and supporting the Senior Risk Manager with the completion of risk deep dives and/or risk assessments as part of strategic initiatives across the asset management business and escalating where risks may be outside of risk appetite., • Providing advice and guidance to stakeholders and an independent view of the risks being faced, together with suggestions for mitigation., • Representing the Risk function at formal governance and project working groups., • Leading on the identification and evaluation of top risks., • Supporting the quarterly risk appetite process., • Leading the oversight of risk events and RCSA development., • Inputting into investment / asset management division and wider Group risk reporting., • Supporting the development of risk appetite, inputting into ad hoc or annual reviews., • Supporting risk scenario, stress tests and wind-down planning., • Supporting the maintenance of the team's profile and build relationships with stakeholders across the business.About You, • Knowledge and experience within the asset management industry including exposure to relevant regulatory rules such as COLL, COBS, PRIN and PROD., • Experience in operational risk management within a financial services company preferred., • Strong analytical skills and attention to detail., • Excellent communication skills (both written and oral)., • Ability to work well in a small, collaborative team., • Strong stakeholder management & relationship building skills.Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Fixed Term Contract Duration - 12 Months About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us! About the Role Level: 4 Location: Fully Remote Department: Training & Development Contract: Fixed Term Contract/ Secondment Contract Duration: 12 months The primary purpose of the T&D Consultant is to deliver induction (advice process), business submission, licencing and soft skills training to financial advisers within the QFP Network. You will also support the design and delivery of training interactions to support the development and knowledge of financial advisers. Key Responsibilities and scope of role: • Support the onboarding of new advisers joining QFP through the delivery of induction and licencing training., • Deliver business submission webinars to advisers and the staff from AR firms to develop and improve the quality of case submissions to QFP, • Design training interactions to improve adviser or AR firm knowledge or skills, • Develop case studies and adviser knowledge tests, • Assess the competence of advisers in role-plays and provide developmental feedback, • Develop effective relationships within Quilter, AR Firms and Advisers., • Carry out and document a minimum of 35 hours relevant CPD per year. Consumer Duty Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that advisers follow the QFP advice process which is designed to meet the requirements of Consumer Duty. About You Key Behavioural Skills: • Training delivery and design skills, • Planning and organisation skills, • Adaptability and self-management, • Stakeholder management and influencing skillsQualifications required:, • Level 4 qualification in Financial Advice (required), • Level 3 qualification in Mortgage Advice (desirable)Knowledge, Skills & Experience:, • Training Delivery & Design: Experience of designing and delivering training programs, within the financial services sector to agree timescales, • Coaching: Experience of developing financial advisers or financial services teams (e.g. - compliance or case checking), • Knowledge: In-depth understanding of financial services, including regulatory requirements and industry standards., • Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly., • Advice Process - A good understanding of the advice process, compliance and the soft skills required by a Financial Advisor., • Technology Proficiency: A good understanding of both Word, Excel, PowerPoint and experience of using training design tools and methodologies., • Adviser Point of Sale Systems: A knowledge of POS/CRM systems used by Advisers to support their advice., • Adaptability: Ability to adjust training methods to suit different learning styles and environments., • Attention to Detail: Meticulous in ensuring training materials are accurate., • Interpersonal Skills: Strong ability to build relationships and work collaboratively with various stakeholders.#LI-remote #LI-FD1 #Quilter Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together : Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Healthcare Cash Plan: Jersey employees only. Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Job Purpose The Chief Risk Officer leads the second line risk function for ICE Clear Europe, with overall responsibility for managing and overseeing its performance. The function provides the framework for identifying, assessing, and independently escalating risks where necessary, setting risk boundaries, and delivering independent risk oversight across the business. The role requires a broad skillset spanning both risk policy and process leadership and the ability to critically assess and challenge the first line on risk measurement methodologies, analytics, and models. The Chief Risk Officer is also responsible for shaping and maintaining the firm's risk culture and for safeguarding the independence of the second line risk function. The Chief Risk Officer reports directly to the ICE Clear Europe President and to the Chair of the ICEU Board Risk Committee. The Chief Risk Officer is also expected to work closely with ICE Inc. executives, including the ICE Inc. Corporate Risk Officer and the Head of Clearing Risk. The Chief Risk Officer is a member of ICE Clear Europe's Senior Management Team and Executive Risk Committee. Responsibilities • Executive Management, • Serve as a senior adviser to the President, senior management and the Board on risk-related matters, • Act as senior adviser to the ICE Inc. Corporate Risk Officer on ICE Clear Europe risk matters, • Represent the firm as a thought leader in setting industry-wide standards for clearing house risk management, including contributing to relevant consultations and industry forums, • Own and maintain the policy governing the second line risk function, and provide challenge to first line risk policies, • Leadership and Team Management, • Lead and develop a high-performing second line risk function, providing clear direction and effective management, • Ensure that robust risk management policies, procedures, and processes are in place, appropriately documented, and consistently implemented - including the risk management framework established by the Board, • Build and develop a strong team of second-line risk professionals, • Collaborate with risk resources across the wider ICE Inc. group, • Risk Reporting and Communications, • Provide timely, high-quality risk information to the Board and senior leadership, including prompt escalation of material risks and concerns, • Oversee the monitoring of risk appetite and risk management information, and monitor adherence to policy across the business, • Support ICE Clear Europe's engagement with external stakeholders, including regulators and clearing members, • Maintain up-to-date awareness of industry developments, best practice, and the regulatory environment to ensure risk oversight remains current and proportionate to the firm's risk profile and systemic importance, • Risk Identification, Management, and Monitoring, • Ensure the independent oversight of risk across ICE Clear Europe, • Act as an expert sounding board for first line functions on risk matters, providing appropriate and constructive challenge where required, • Develop and maintain a robust risk appetite framework, • Lead the risk appetite articulation and calibration process for ICE Clear Europe, • Administer the annual review of the Risk Appetite Framework, including:, • Assessing whether measures, thresholds, and limits are operating as intended, • Determining whether recalibration is required, • Assessing whether all key risks are adequately covered by existing metrics, • Provide ongoing input to the first line on risk identification and deliver challenge to first line risk policies and processes, • Risk Control, • Own and maintain Risk Appetite Frameworks, Risk Registers, Risk Assessments, and Emerging Risk processes, • Review and challenge first line risk controls, • Produce clear and insightful reports on the firm's risk profile and control effectiveness for Executive, Board, and other relevant committees, • Risk Measurement, Methodologies, and Models, • Manage quantitative and qualitative risk assessments conducted by the second line as a challenge to the first line's regular risk measurement responsibilities, • Ensure ongoing and rigorous challenge to risk model approaches, inputs, assumptions, and stress testing scenarios, • Oversee independent expert validation of new, amended, and existing models, through both an internal second line model validation team and external validators Knowledge and Experience • MBA/Master's degree preferred, • Bachelor's degree required, • Strong quantitative academic background preferred, • Extensive experience in financial services risk management with a minimum of ten years' relevant senior management experience, • Strong technical understanding of financial and non-financial risks, including hands-on experience with quantitative risk techniques, • Experience in developing or validating margin models as relevant for clearing houses, • Excellent knowledge of financial markets and energy derivatives products and markets, • Proven experience operating at Executive Committee level, with regular Board interaction, • Experience in financial market infrastructure is preferable, • In-depth knowledge of the financial market infrastructure regulatory environment, particularly within the UK, • Experience in a Clearing House or the Clearing business is desirable, • Seniority, experience, and professional skills required to operate effectively as a member of the senior management team, with excellent written and verbal communication skills and the ability to engage credibly at Board level., • The confidence and conviction to constructively challenge senior management where appropriate, without compromising relationships or objectivity., • A sound and technically rigorous understanding of both financial and non-financial risks as they pertain to clearing houses - encompassing credit, market, liquidity, operational risk, and beyond - including their measurement, quantification, and management, as well as relevant policies, processes, and risk-based performance frameworks., • Proven ability to listen actively, build trusted relationships, and influence stakeholders at all levels - creating genuine demand for risk expertise across the organisation., • Strong commercial acumen, with an appreciation of how risk considerations intersect with business strategy and operational performance., • Fluency in English, with the ability to communicate complex risk concepts clearly and accessibly to both technical and non-technical audiences.

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

About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us! About the Role Level: 2 Department: IT Operations Location: London Contract type: Permanent The Technology Delivery Centre Analyst is a critical role in delivering high quality IT services to our internal and external customers through efficient support and preventative maintenance. The role is responsible for provisioning maintenance and regular checks on our infrastructure estate, resolving escalated end-user issues, incidents and where appropriate major incidents. The function provides walk-up tech bars for users to obtain immediate support. Whilst supported by Customer Service and Infrastructure SMEs the Delivery Centre Analyst provides a hub through which all customer support and preventative action to deliver operational support is focused. Responsibilities: • Diagnose and Resolve Technical Issues: Quickly identify and address technical problems to minimise downtime., • Maintenance and Support: Perform routine maintenance and support for end user and infrastructure environments (such as application and job maintenance, daily system checks, onsite end user and meeting room support, build support, walk-up customer issues, etc.), • Problem Management ownership and investigation., • Knowledge Management creation, validation and communication., • Event Monitoring: Proactively monitor events and respond to incidents to prevent service disruptions., • Identify and triage security incidents., • Resolving technical issues escalated beyond level 1 support expertise., • VIP Support and Event Management: Deliver high-quality support for VIPs and manage technical aspects of corporate events. Key Projects or Undertakings:, • Provide onsite and remote support for end-user locations and infrastructure environments., • Continually improve support processes across the technology function and our platforms., • Third-party engagement and coordination to support delivery of service, issue resolutions, etc., • Maintain existing and submit new knowledge base articles to improve support capabilities, self-service opportunities, reduce customer impact and improve staff efficiency. Review and approve changes requested by Customer Support and Infrastructure teams., • Support the Customer Outcomes Manager, Project Managers and other stakeholders in understanding customer requirements and expectations and testing these in new or changed services. Main Stakeholders:, • Business users and customers - provide the necessary level of support to achieve the desired outcomes of our customers and deliver an excellent customer journey., • Infrastructure support, design and development functions within Technology - Provide excellent support to Technology colleagues to ensure desired outcomes are achieved., • Head in CIO function and Senior Technology Management - Provide updates and insights to senior technology management and the CIO function., • Service Operations customer support and fulfilment teams - Provide appropriate triage and data gathering to ensure handovers and escalations are accurate. About You Essential Experience, Skills, and Knowledge: • Proven experience in IT Service Management processes, standards and IT support roles., • Experience using Service Management, diagnostic, collaboration and support tools such as NextThink, ServiceNow, SCCM, etc., • Excellent customer service skills and focus., • Strong analytical skills with the ability to interpret data and make informed decisions., • Excellent communication and interpersonal skills., • Ability to work collaboratively with various departments and stakeholders., • Professional work ethic with experience in supporting VIP's and Company Executive's.#LI-PM1 Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Paraplanner North London Hybrid (2-days at home per week) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. Paraplanner Job Description: The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: • Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance, • Fund switches, • Withdrawals, • Review process, • Conducting regular meetings with the Adviser(s) in order to:-, • Manage new business cases/submissions, • Keep abreast of the Adviser’s(s) new business pipeline, their targets and monitoring performance against targets; (at adviser’s discretion), • Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the company’s preferred report writing software in the following areas: • Protection, • Pensions/retirement planning, • Investments, • Equity release, • Cash-flow forecasting, • Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given., • Understanding and suitably applying the Company’s investment process and various investment offerings to meet a client’s attitude to risk, personal circumstances, and financial objectives. Develop a working knowledge of providers’ platforms and supporting websites with:- • General understanding and navigation of the providers sites used throughout the business, • Obtaining the correct documentation to support business sign-ups (where applicable), • Performing online transactions (as required) – including fund switching, withdrawals, cash management, • Managing client data, • Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process)., • Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios., • Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients., • Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile What’s on Offer: • Competitive salary package., • Hybrid working pattern (3 days office-based)., • Supportive and collaborative team environment., • Ongoing training and professional development opportunities., • The opportunity to play a key role in delivering outstanding client service within a growing team., • 4% matched pension contributions., • Income Protection Cover (terms apply)., • Death-in-Service Cover (terms apply)., • Health Shield Cash Plan., • Employee Assistance Programmes., • Cycle to Work Scheme., • Employee Discounts., • Company Activities., • Breakfast/Fruit supplies., • Discounted Health Tests., • Optional Influenza vaccination., • Employee referral programme

About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. About the Role Level: 1 Department: Operations Location: London (Hybrid) Contract: Permanent We are looking to hire an enthusiastic and confident individual to join our team as a Transitions Administrator, dealing with SIPP and Offshore Bond transitions. The individual should be organised, have good time management, be a team player who has strong attention to detail and communication skills. The individual will challenge processes to ensure the most efficient approach is achieved. The successful candidate will process the coordination of OFB/SIPP transfers, ensuring the most efficient service is provided for transfers in/out of SIPP/OFB accounts. The Key tasks will involve, but are not limited to the following: • SIPP/OFB mailbox monitoring., • Assisting with the transfer in and out, or liquidation, of portfolios and liaising with Pension and Offshore Bond providers where applicable., • Run and circulate relevant reports to ensure there is visibility of account closures, • Relationship management with Front Office Investment Management teams and Operations teams. About You The candidate will ideally have experience in a similar operations role in Financial Services and experience of the Investment Management industry would be preferred, alongside the Financial Adviser industry. They would preferably be confident with Word and Excel on an intermediate level, familiar with the WDX CRM and Figaro system or have experience of working with a Client Relationship Management System on a regular basis. Investment Operations Certificate and AML qualifications are preferable but not compulsory. #LI-VS1 #QC Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Job Title: Paid Media Account Manager We’re hiring for… An enthusiastic and experienced Paid Account Director that wants to be part of an agency in growth mode. You will be instrumental in driving growth and client satisfaction for Passion Digital, a fast -growing digital marketing performance agency with a different outlook on Paid marketing. About us Passion Digital are an award-winning, digital marketing agency based in Holbron. We’re a team of 35 marketing specialists, proud of the clients we work with, and the work we do for them. We are confident, happy, professional bunch who take on challenges without fear of failure, never standing still and striving to be better every day. So if you're looking to join an ambitious, authentic and energetic company where you can make a real impact Passion Digital is the place for you! Key Role Requirements • 3+ years’ paid media experience with an expert grasp of all things Paid Search & Social, • Bucket loads of enthusiasm with a natural ability to build strong client relationships, • Rigorous attention to detail with impeccably high standards, • Excellent knowledge of Excel, capable of sifting through the data to find the insight, • Excellent knowledge of PowerPoint, capable of taking that insight and turning it into a powerful and impactful narrative Why Passion? • Training & Career Development: Ongoing investment in your professional growth, including accelerated training through the Passion Academy with self-study time, in-person events with industry experts, and business and management classroom sessions., • Flexible Working: Enjoy flexible start and finish times, remote and overseas working opportunities, and a sabbatical after five years of employment., • Private health insurance – Private GP, hospital diagnosis and treatment, physio plus discounts and rewards through Vitality Healthcare, • Enhanced annual leave – 25 days annual leave, increasing each year up to a maximum of total 30 days, • Flexible annual leave – The ability to buy additional days (up to 5 days) • Octopus Money – Subsidised sessions with a financial adviser and access to a free money helpline, • Employee Assistance Programme – Independent, free and confidential advice service available 24 hours per day, 365 days of the year through our EAP programme, • Office perks – Fun office perks like ping pong, pool table, fresh fruit and a stocked fridge for Friday drinks, • Social activities and team outings – A varied sports and social calendar, from sports days to summer soirées, • Incredible office – Work in an incredible office! Just 3 minutes from Holborn Station and a 7-minute walk from Tottenham Court Road Station, our modern open-plan office boasts a great communal space, perfect for collaboration and connection Working Hours & Office Location On-site: 9am – 5.30pm, Monday to Friday, +/- 1hr | Holborn Tower – 4th Floor Holborn Tower, High Holborn, WC1V 6PL

Manager – Healthcare Advisory Base Location: London, Birmingham, Leeds or Manchester plus network of 20 offices nationally KPMG is part of a global network of firms that through 16,000 colleagues brings creativity and insight to meeting our clients’ most critical challenges. With offices across the UK, we work with everyone from enterprises to national government bodies and major multinationals, in virtually every industry imaginable. Our work is often complex, yet our vision is simple: to be the clear choice for our clients, for our people and for the communities we work in. Why join KPMG as a Manager – Healthcare Advisory? KPMG UK’s Infrastructure Government and Healthcare business is widely recognised as a leading financial and commercial adviser across the public sector. This advice, amongst other things, ranges from major system design, economic case making, cost and value work, transaction support, design of efficient operational process and technology enablement. Our purpose is to support the projects that improve the fabric of our nation, and other nations around the world trying to improve the economic functioning and social wellbeing of their society. Our healthcare advisory business is a critical plank in that. Healthcare is undergoing rapid change. The needs of an ageing population are becoming more complex, treatments more administratively complex, and technology adoption critical to its effective implementation. Our team advises across that – we are amongst the market leaders in service transformation, capital project delivery and technology implementation. What you will be doing We are looking for a Manager to work in our team focussed on transformation, value for money and cost management in the public sector with a core focus on healthcare but with opportunity to grow into education, local government and defence if desired by the candidate. The team is part of the wider healthcare advisory business and has significant prospects for growth. Delivery of that growth offers clear routes to further progression within KPMG. The team focusses on identifying and delivering value for money as well as short- and long-term efficiency savings within a healthcare setting whether driven by investments or service change, supporting senior NHS leaders with tough challenges. The role is a central part of our team, with day-to-day responsibility for our client engagements and business development activity including: • Project managing the delivery of client engagements., • Building strong client relationships., • Managing input from internal teams and external advisers., • Producing high quality documentation and presentations., • Supporting business development including network development and proposals., • Developing sector specific market intelligence., • Introducing new ideas to the team., • Engagement administration, compliance and risk management., • Performance management, coaching and mentoring of junior team members; and, • Any other duties commensurate with the role. The role is UK based, although there will be opportunities for international travel and we are interested in individuals with a global mindset. What do you need to do it • Experience delivering healthcare transformation engagements as a consultant or as part of an internal consulting team, • Strong report writing experience, such as experience in NHS business cases for investment., • Experience of service transformation, benefits quantification, or value for money analysis., • Experience in reviews of poor financial performance, right sizing of teams, financial grip and control, planning for productivity and efficiency improvements., • Experience or interest in economic modelling and financial analysis., • Comfortable and/or experienced presenting to senior management or executive teams., • Excel and Power-point skills., • Interest in interaction and dialogue with companies, investors, internal and external stakeholders., • Independent thinker with the ability to identify and contribute to solving problems., • Collaborative and belief in doing the best., • Experience of working in and managing small project teams. Our Locations: We are open to talk to Healthcare Advisory talent across the country but our core hubs for this role are: • London Canary Wharf, • Birmingham, • Manchester

Job Description We are currently recruiting for an exciting opportunity to join the Compliance team as a Compliance Adviser on a fixed term contract basis for 13.5 months. Role Overview As the Compliance Adviser you will be responsible for timely and accurate regulatory advice and guidance to the business. You will partner with the business to support the implementation of new regulation, control and service enhancements and any potential remediation projects to ensure that the business understands and meets its regulatory obligations. The Role Your role will include: • Advice and support : Provide guidance to the business on regulatory matters and day-to-day compliance queries applicable to the Group and other firms in the distribution chain., • Subject matter expertise : Proactively maintain regulatory knowledge for topics allocated by the Senior Compliance Manager and act as a point of reference as required., • Regulatory change / project support: Partner with the business to support the delivery of regulatory change, including new regulation, control and service enhancements and any potential remediation activity., • Horizon scanning : Review and analyse regulatory publications and prepare clear summaries and impact considerations for management and key stakeholders., • Consultations and policy input: Contribute to relevant internal and external consultations, discussions and policy debates where required., • Regulatory correspondence and engagement : Assist with coordination of communications with regulators, including drafting correspondence, preparing supporting documents, and tracking actions and deadlines., • Regulatory notifications and reporting : Support the coordination and submission of regulatory notifications and returns in a timely manner, ensuring appropriate records and evidence are maintained., • SM&CR support: Support end-to-end coordination of SMF and Certified Person applications, including drafting submissions, collating supporting evidence, and tracking progress to completion., • Management information (MI ): Contribute to MI relating to regulatory projects, regulatory developments and key regulatory issues. The role requires a candidate educated to degree level, with a strong understanding of the UK financial services industry and its regulatory environment. The successful individual will be able to apply FCA and PRA rules and guidance in practice, particularly in relation to COBS, product governance, and the Consumer Duty, with a clear focus on good customer outcomes. Applicants must have a minimum of three years' experience working within the financial services investment or fund management sector, preferably in a Compliance or Regulatory role, and have experience providing compliance advisory support within a retail investment firm or pension provider. Strong written and analytical skills are essential, with confidence using Excel, Word, PowerPoint and CoPilot to analyse information, prepare regulatory documentation and communicate effectively with stakeholders. A Compliance Diploma or equivalent legal, compliance or financial services qualification is desirable. Experience in areas such as platforms, working with UK regulators, regulatory engagement, regulatory change or project work, consultancy, trade bodies or industry working groups, compliance monitoring, or fund management would be advantageous. Knowledge of products and frameworks including investment bonds, model portfolios, suitability, structured products, vulnerable clients, UK Solvency, and MiFIDPRU would further support success in the role. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

At Ascot Lloyd, we exist to transform complexity into clarity and provide trusted, jargon-free financial advice that puts clients first. When something goes wrong, how we respond matters. Complaints handling is not a back-office process - it is a critical moment of truth for our clients and for our culture. The Role As a Complaints Handler at Ascot Lloyd, you will play a vital role in protecting good customer outcomes, ensuring complaints are handled fairly, transparently and in line with FCA DISP requirements. You will investigate complaints independently, communicate clearly with clients, and ensure learning is captured and shared to continuously improve how we serve our clients. This role demands sound judgement, empathy, attention to detail and professional courage - balancing regulatory expectations with our commitment to doing the right thing. Key Responsibilities Complaint Investigation & Resolution • Receive, log and assess client complaints in line with the FCA definition of a complaint and internal policies., • Conduct fair, thorough and impartial investigations, gathering evidence from advisers, files, systems and third parties., • Identify opportunities for early resolution while ensuring outcomes are robust and defensible., • Draft high-quality, understandable and empathetic written communications, including:, • Acknowledgements, • Holding responses, • Final Response Letters (FRLs) issued within DISP timescales, • Translate technical or regulatory matters into clear, jargon-free explanations that clients can genuinely understand., • Handle complaints in accordance with:, • FCA DISP rules, • Consumer Duty expectations, • Ascot Lloyd's Complaints Handling Policy, • Escalate emerging risks, potential breaches or systemic issues promptly., • Identify root causes, trends and conduct risks arising from complaints., • Contribute to complaints MI, thematic analysis and lessons-learned activity. At Ascot Lloyd, values are not slogans - they guide decisions every day. As a Complaints Handler, you will be expected to demonstrate: • Client First - Always Every decision is grounded in fair client outcomes and long-term trust. • Clarity You cut through complexity and explain issues simply, honestly and confidently. • Expertise You apply regulatory knowledge, sound judgement and attention to detail to reach fair outcomes. • Collaboration You work constructively across teams while maintaining independence and professional challenge. What We're Looking For Essential • Experience handling complaints within UK financial services., • Strong understanding of FCA DISP requirements and complaint handling standards., • Excellent written communication skills with a proven ability to explain complex matters clearly., • Ability to remain impartial, resilient and calm when handling sensitive cases., • Experience issuing Final Response Letters and dealing with the Financial Ombudsman Service., • Familiarity with adviser suitability, file checking or investment platforms. Handled well, a complaint can reinforce trust rather than damage it. This role sits at the heart of Ascot Lloyd's commitment to clear advice, strong governance and exceptional client service - and plays a direct role in protecting both clients and the firm.

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

Our client is looking for a talented Technical Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products Key Responsibilities: • Support the Financial Planners in research and analysis to meet client needs and objectives., • Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports., • Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended., • Manage the presentation of technical data to the Financial Planners., • Compile cashflow models when required as part of the advice process., • Attend client meetings with Financial Planners as required, present cashflow to clients as required., • Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance., • Maintain up to date product and technical knowledge., • Maintain all standards of performance as required by the firm., • Develop and maintain internal relationships within all parts of the business., • Promote the profile of the business within the profession and wider communities., • Complete Continuous Professional Development to meet regulatory requirements and personal development needs. Essential Qualities: • Fully Diploma qualified, • Good understanding of the Financial Planning process., • Strong interpersonal skills, both written and verbal communication., • Customer service skills – providing an excellent service to the adviser and client., • Excellent planning and organisational skills., • Ability to work effectively to deadlines., • Accuracy and attention to detail to balance demands of role., • An understanding of cashflow modelling., • Broad knowledge of the Financial Services Industry and high level of technical knowledge., • In depth knowledge and experience with cashflow modelling., • Ability to manage and complete projects. If this position is something that you would be interested in, then please forward your CV to

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

Job Description We are currently recruiting an M365 Engineer, responsible for making Microsoft 365 Copilot and Power Platform safe, supportable and scalable. Role Overview This role will establish platform readiness, policies, environments, and BAU support patterns so delivery teams can ship solutions without creating unmanaged risk. You will work closely with the AI Product Lead to configure and maintain Power Platform environments, policies, and operational standards that support governed delivery. Responsibilities include: • Enable and support a phased Microsoft 365 Copilot rollout aligned to readiness, security boundaries and risk decisions., • Implement and manage technical controls supporting safe usage, including DLP policy configuration and connector governance., • Strengthen SharePoint / M365 configuration readiness that affects safe adoption, including permissions models and external sharing settings where owned., • Establish monitoring, logging, and supporting processes for Copilot and automation solutions, including early life support and BAU transition., • Provide second / third line technical support for Copilot and Power Platform issues, working with suppliers where required., • Partner with Information Security, Cyber and Technology Risk to implement agreed controls and support audit evidence requirements., • Produce clear operational documentation, runbooks, and administration guidance to reduce key-person dependency., • Contribute to benefits capture by defining measurable outcomes for delivered solutions and supporting evidence collection. Person Specification The ideal candidate will have strong knowledge of M365 engineering and an understanding of Power Platform administration and governance concepts. You will have experience enabling and supporting new M365 capabilities with phased rollout, user impact management and operational readiness plans. You will be a confident communicator who has experience managing challenging and complex technology scenarios. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.