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At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity Having undergone a paradigm shift in recent years, SAP offers an innovative high-performance real-time platform and solutions which meet the needs of end-to-end digitised enterprises. Our EY SAP team is focused on working with our clients to leverage these SAP innovations and create business value. We are looking for technology-minded, business-focused and creative managers with a passion for bringing context to SAP innovations and ability to demonstrate how it can help transform our clients’ day to day operations. We are looking for people who have been there and done it, who want to keep close to the technology and who want to deliver solutions that have optimum impact on their clients. Your key responsibilities In your role as an EY Senior Manager you will have responsibility for designing & delivering our technology projects within our client base. You will be expected to: • Manage a SAC project team on a client-facing engagement, working effectively across the full lifecycle delivery of a large, complex technology programme whilst managing project financials, • Design complex planning and consolidation solutions which meet the requirements of our clients and are in line with leading practices, • Engage and collaborate with clients’ stakeholders across all levels of the organisation, • Build excellent client relationships and drive sales and opportunities in the market, • Work as part of a high performing team, mentoring junior members of staff Skills and attributes for success You will have knowledge and experience of the following: • SAC certification or equivalent experience, • Ability to create complex system architecture, from designing a SAC solution to fit with business functional requirements to proposing wider system landscape frameworks to enable data integrations, • Positioning the features and limitations of SAC, • Understanding of leading practices for developing SAC models, • Strong financial planning & consolidation knowledge, • Full lifecycle project delivery experience (Build, Test & Deploy phases) including workshop planning and delivery, requirements & backlog definition, data model design, creation of Functional & Technical specifications and system configuration, • Hands-on project delivery experience of SAC capabilities including data integration and modelling, planning calculations, consolidation rules and dashboarding, • Deep understanding of business finance processes and how SAC can be leveraged to support these, • Understanding of the sales process, from opportunity through to delivery, with technical expertise to determine how SAC can provide value for our clients To qualify for the role you must have • Demonstrable ability to manage large, complex programmes, • Understanding of the full life cycle of SAC planning implementations both in terms of project delivery and the financial management, • Experience working with waterfall and agile delivery methodologies, • Experience delivering financial planning projects, notably complex SAC planning delivery, • Experience designing complex SAC solutions, • Excellent communication skills and ability to build ‘Trusted Adviser’ relationships, • Strong presentation skills, • Proven sales expertise, • Willingness to travel as required in relation to working at Client Sites on specific engagements, • An understanding of the SAC Planning roadmap and industry trends Ideally, you’ll also have • SAP analytics experience (SAP BW, HANA, Datasphere or BDC), • Experience in complex SAC planning delivery, • Experience with SAP Group Reporting, • Experience with SAP BPC or Integrated Planning, • Industry / sector expertise would be advantageous What we look for You will be comfortable working as part of a multi-disciplinary team, where you operate collaboratively with clients to help them digitize their business processes utilizing the latest SAP technology. You will add value by contextualizing, designing and delivering solutions within your domain expertise, you are expected to continuously develop your skills and product knowledge, staying up-to-date with SAP’s innovations and leveraging this to provide insight and creative solutions. What working at EY offers We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: • Support, coaching and feedback from some of the most engaging colleagues around, • Opportunities to develop new skills and progress your career, • The freedom and flexibility to handle your role in a way that’s right for you EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. SAPEPM EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY's Financial Services practice is a unique industry-focused business unit that provides a broad range of integrated services to financial institutions and other capital markets participants, including banks, insurers, wealth and asset managers and government. EY UK’s Remediation Team works across all sectors on a broad range of engagements with a diverse portfolio of clients, delivering consultancy services and support focused on the execution of remediation programmes and the management of regulatory risk. The team focuses on delivering some of the industry’s largest and most complex remediation programmes. This includes supporting firms in qualifying potential issues, root cause analysis, as well as designing and implementing past business reviews and redress schemes to remediate consumer harm. The opportunity Our objective is to continue being the market leader in delivering large-scale, complex remediation programmes within the Financial Services sector. We collaborate and work closely with teams across EY to design and execute technology-enabled delivery solutions that bring structure, pace and control to high profile programmes for our clients, while also building and deepening senior client relationships and identifying opportunities to support clients across the remediation lifecycle. As a Director, you will play a pivotal role in shaping EY’s remediation delivery strategy, taking end-to-end accountability for programme set-up and execution, and acting as a trusted adviser to senior client stakeholders on delivery approach, governance, risks and good customer outcomes. You will also be expected to originate and shape new opportunities, lead pursuits and proposals, and bring the best of EY to clients through strong relationship management and market-facing insight. Your key responsibilities As a Director within the Remediation Team, you will lead complex multi-workstream programmes from mobilisation through to closure, setting the delivery strategy, establishing governance and controls, and assuring high quality outcomes. Typical engagements include leading, directing and assuring the design, implementation or review of: • Past business reviews and large-scale remediation programmes for firms, • Programme design and control, including integrated plans, dependencies, RAID management, milestones, and operational execution, • Governance and operating rhythm, steering committees, working groups, decision forums, and clear escalation pathways, • Performance management and reporting including MI and insights, outcome tracking, executive dashboards and Board‑level reporting, • Resource and financial management comprising budgeting, forecasting, capacity planning, and commercial oversight, • Workstream leadership across multi‑disciplinary teams (operations, technology, data, risk) to deliver at pace, • Quality management incorporating assurance frameworks, outcome testing and continuous improvement across delivery lifecycle, • Delivery of FCA agreed actions including Section 166 reviews and Skilled Person engagements, • Development of programme artefacts, including policy frameworks, remediation principles and redress methodologies to scale repeatable delivery, • Originating, shaping and leading significant business development opportunities for new and existing clients The successful candidate will be expected to: • Provide visible leadership across EY’s largest and most complex remediation programmes, acting as the primary point of accountability for delivery, quality and outcomes, • Be a very established Programme Manager with significant experience of setting up and delivering large scale remediation programmes, • Set the overall programme strategy and delivery approach, including mobilisation, governance design, delivery controls, reporting and assurance, • Lead multiple workstreams and engagement teams concurrently, ensuring clear ownership, strong delivery cadence, and effective decision‑making discipline, • Own commercial performance and programme control, including budgeting, resourcing, risk management and contractual delivery commitments, • Translate complex regulatory expectations into actionable delivery plans and operating models that teams can execute at scale., • Operate confidently at senior levels, with strong written and verbal communication skills for Board‑level reporting, regulator engagement and executive presentations, • Proactively identify and convert opportunities for EY to provide additional advisory services, leveraging existing client relationships, • Lead, or play a senior role in, the development and governance of proposals for significant new client opportunities, • Build, maintain and deepen senior client relationships, acting as a trusted adviser across remediation, regulatory risk and broader transformation agendas, • Create a high‑performing team culture, mentoring senior managers and managers, and taking accountability for talent development, succession and performance outcomes, • Demonstrate a proactive, ownership‑driven mindset with a clear ambition to progress to Partner and help shape the future direction of the practice Skills and Attributes for Success: • Demonstrate extensive programme leadership experience, including setting up and delivering large scale remediation programmes, • Proven programme leadership experience delivering large‑scale, multi‑workstream transformation and/or remediation programmes, with complex governance and stakeholder landscapes, • Strong programme management disciplines and the ability to establish strong delivery controls, • Working knowledge of financial services regulation and remediation, with the ability to translate regulatory expectations into executable delivery plans and measurable outcomes, • Outstanding communication skills, strong commercial acumen and the ability to provide constructive challenge at senior levels, • Highly organised, structured and disciplined, with the flexibility to operate effectively across multiple priorities and under significant regulatory and delivery pressure, • Proactive and outcomes‑focused, anticipating issues, shaping solutions and driving decisions to conclusion, • Strong client‑facing presence, with the ability to build trusted relationships with senior executives, regulators and external advisers, • Confident in managing ambiguity and complexity, balancing regulatory expectations with pragmatic delivery considerations, • Demonstrated ability to originate, shape and grow new business opportunities within remediation and adjacent regulatory risk services, • A collaborative leader who works effectively across EY’s wider Financial Services practice and promotes a strong, inclusive team culture To qualify for the role, you must have some or all of the following: • Typically, 12+ years’ experience working within Financial Services or significant experience leading large‑scale remediation programmes, • Proficient in programme set‑up and execution (governance, planning, controls, reporting, resourcing and budget management) with the ability to translate regulatory expectations into effective delivery plans, • Sound technical knowledge of financial products and customer‑facing regulated activities (e.g. complaint handling, redress, conduct risk), • Strong academic background, ideally to a degree level or equivalent, • FPC or QCF Level 4 qualified (preferable but not required), • Proven experience managing, developing and sponsoring senior talent What we look for We are looking for individuals with a strong sense of ownership, commercial awareness and ambition to help transform the financial services industry. If you have a passion for leading some of the industry’s most complex and high‑profile remediation programmes, and are motivated by progression to Partner, this role is for you. What we offer We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with MyReward you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: • Support, coaching and feedback from some of the most engaging colleagues around, • Opportunities to develop new skills and progress your career, • The freedom and flexibility to handle your role in a way that’s right for you If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Director - Real Estate, Hospitality & Construction #LI-P We’ve got an exciting opportunity to join our international tax services team, who are recognised as being leaders in international tax advisory and cross border M&A. You will be working with some of the largest corporation in the world advising them on their international tax planning and M&A deals. Working within our International Transaction Tax Service (ITTS) Practice focusing on the RHC offering. You will be working with some of the sector leading Partners who are well known and respected in the market. You’ll also be working with a high performing team who have advised on many high profile and market leading transactions over the past few years. It is a great time to join the ITTS team who have expanded exponentially in recent years and are continuing to grow. With a number of disrupting factors in the market at the moment you’ll be at the forefront of helping our clients to navigate the market challenges on an international scale. The opportunity The combination of experience and innovation in our team makes it not only one of the most exciting places to work in tax, but also a place where you can learn and develop into a skilled and renowned international tax adviser, working with UK / overseas MNCs, lawyers and banks on complex and exciting projects. Our international tax professionals will work on a variety of projects which are focused on helping clients to develop and execute their international tax strategy, including: • Expansion into new markets, • Pre-transaction reorganisations and post-transaction integration, • Legal structure rationalisation, • Operating model redesign, • Optimisation of capital structure and financing, • Optimisation of intellectual property ownership and reliefs, • Managing the risk arising from global law change such as BEPS, and, • Lobbying and negotiation with tax authorities in UK and globally Your key responsibilities • Build and maintain relationships with clients, winning work proactively and contributing to winning new clients, • Management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business focus approach taken, • Overall responsibility of quality of client service, • Manage possible leads from other areas of the practice, • Build networks and relationships internally and externally for the team to leverage from, • Develop junior staff through effectively supervising, coaching and mentoring, • Significant involvement in the management of the team both in terms of strategy and operations and also through managing junior staff development and assignments Skills and attributes for success • Client focus and commercially aware, • Strong international and UK tax technical skills and understanding, • Commitment to building strong client relationship management with ability to develop quality outputs to clients, • Negotiation skills and handle challenges, • Business development skills, able to identify and convert opportunities to sell work, • Strong business acumen with ability to manage engagement financial results, • Effective time management, ability to remain calm when under pressure to meet deadlines, • Excellent communicator in a range of situations both written and oral, • Enthusiastic team player with ability to create, sustain effective teams, • Ensure delivery of quality work and take day to day delivery, • Change orientated and innovative with flexible approach to ways of working and adoption of new technologies To qualify for the role you must have • ACA/CA/ACCA/CTA; or Tax Inspectors with full Technical Training Course; or Law qualification, • Degree qualified, • Experienced corporate tax practitioner, • Proven ability to read and interpret existing and new tax statute, • Experience of working in a client facing role in UK tax or similar jurisdiction, • Experience of working within the Real Estate sector, • Project management skills, plan and prioritize work, meet deadlines, monitor own budget What we offer • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next., • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way., • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs., • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs., • You can read more here: _ If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. Apply now. About EY As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. Please Note: Prior to finalizing your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness here. We ask because it matters! Who we are EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. #LI-IP EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Mortgage & Protection Adviser – Self-Employed Opportunity \n Build Your Own Business. Own Your Time. Create Your Future. \n \n Are you ambitious, self-motivated, and driven to succeed? Do you want the freedom of being your own boss while benefiting from exceptional training, ongoing support, and a clear career progression pathway? \n We are seeking motivated individuals to join our growing team as Self-Employed Mortgage & Protection Advisers. \n Whether you're already CeMAP qualified, newly qualified with no practical experience, or looking to enter the industry and gain your qualifications, we provide everything you need to build a successful and rewarding career. \n \n The Opportunity \n As a Self-Employed Mortgage & Protection Adviser, you'll help clients achieve their homeownership and financial goals through expert mortgage and protection advice. \n You will advise clients on: \n\n • Residential Mortgages\n, • Remortgages\n, • First-Time Buyer Mortgages\n, • Buy-to-Let Mortgages\n, • Life Insurance\n, • Critical Illness Cover\n, • Income Protection\n, • Family Protection Solutions\n\n With the flexibility of self-employment, you'll have complete control over your diary, your earnings, and the growth of your business. \n \n New to the Industry? Full Training & Support Provided \n For candidates who do not yet hold their CeMAP qualification, we provide: \n Structured training and development \n Mentoring from experienced advisers \n A clear pathway into mortgage and protection advice \n \n Already CeMAP Qualified but Lack Practical Experience? \n Many newly qualified advisers struggle to find a business willing to invest in their development. We specialise in turning qualified candidates into successful advisers through comprehensive hands-on training, including: \n Mortgage broking skills and real-world client advice \n Lender criteria knowledge and research \n Sourcing system training \n Compliance and regulatory guidance \n Fact-finding and recommendation processes \n Sales training and client conversion techniques \n Case packaging and submission \n Lead management and relationship building \n Business development and self-employed success strategies \n Ongoing coaching and mentoring \n \n What We Offer \n Self-employed opportunity with unlimited earning potential \n Freedom and flexibility to manage your own time \n Full training and continuous professional development \n Access to industry-leading systems and support \n Dedicated compliance guidance \n Experienced mentoring and business coaching \n A supportive environment designed to help you succeed \n The opportunity to build a valuable long-term business \n \n Clear Career Progression \n We don't just help advisers become successful mortgage and protection specialists—we help them build long-term careers in financial services. \n Successful advisers will have the opportunity to progress into becoming Financial Advisers, with support towards further qualifications, professional development, and advanced advice opportunities. \n This creates a genuine career pathway from: \n \n Mortgage & Protection Adviser Financial Adviser \n Allowing you to expand your expertise, increase your earning potential, and provide clients with a broader range of financial planning solutions. \n \n Who We're Looking For \n We are seeking individuals who are: \n\n • Hungry for success\n, • Self-motivated and disciplined\n, • Entrepreneurial in mindset\n, • Professional and client-focused\n, • Strong communicators\n, • Ambitious and driven to achieve their goals\n, • Committed to personal and professional growth\n\n Experience in sales, estate agency, banking, recruitment, customer service, or financial services is advantageous but not essential. \n \n Why Join Us? \n This is more than just a role—it's an opportunity to build your own business with the backing, training, and support of an experienced and successful organisation. \n If you're looking for flexibility, unlimited earning potential, industry-leading development, and a clear pathway to becoming a Financial Adviser, we'd love to hear from you. \n \n Apply today and take the first step towards a rewarding career as a Self-Employed Mortgage & Protection Adviser.

LEVEL 4 DIPLOMA IN FINANCIAL PLANNING (OR 1-2 EXAMS AWAY) REQUIRED \n \n About the job \n We’re working with a client to find their next Financial Adviser for a new practice, joining a reputable and well-established network in the UK. \n This isn’t a “sell products, hit targets, move on” role. Our client builds careers, not headcount and they’re looking for someone who wants to do the same. \n \n What they offer: \n · Based in the City of London - office attendance required \n · OTE in excess of £50k in Year 1 \n · Employed role - base salary plus commission/variable compensation \n · Equity participation for successful performers \n · Structured training, mentoring and long - term career progression \n · A genuine trust-based, client-first culture and not a sales floor \n \n Who they’re looking for: \n · High integrity, honest and transparent \n · Client-first mindset you think in years and decades, not quarters \n · Resilient, coachable and hungry to build something real \n · Strong communicator with genuine empathy and good judgement \n · Comfortable with accountability, targets and responsibility \n · At an early stage of your advisory career - newly qualified (CII Level 4 Diploma in Financial Planning or RDR compliant equivalent), typically within your first three years of advising and looking for the right long-term home in which to develop. \n \n They’re not looking for: \n · Quick fee focussed or fee chasers \n · Poor admin discipline or weak follow through \n · Anyone who struggles with feedback or ownership \n \n If you’re serious about building a long-term career in wealth management with a firm that invests in advisers who put clients first we’d like to hear from you.

Tax Accountant / Tax Adviser\n Location: Central London / HybridSalary: Competitive + Benefits \n Are you a tax professional who enjoys working closely with ambitious business owners and startups? \n We're working with a fast-growing, technology-led business that supports entrepreneurs throughout the lifecycle of their businesses, from formation and compliance through to accounting, payroll, and ongoing financial advisory services. With a strong recurring revenue model and significant growth plans, this is an exciting opportunity to join a business that is transforming how small businesses access professional accounting and tax support. The Opportunity\n You'll act as the tax specialist within a client-facing accountancy team, providing expert advice across a diverse portfolio of SME and startup clients. \n This role offers a blend of technical tax work and broader commercial advisory exposure, making it ideal for someone who enjoys helping business owners navigate both tax and operational challenges as they scale. Key Responsibilities\n\n • Advising SME and startup clients on Corporation Tax, VAT and Personal Tax matters\n, • Reviewing tax computations and returns to ensure compliance and accuracy\n, • Identifying tax planning opportunities and efficiencies for owner-managed businesses\n, • Acting as the primary point of contact for client tax queries\n, • Supporting new business onboarding and advising on appropriate trading and tax structures\n, • Providing broader business advisory guidance where required\n, • Keeping clients and colleagues informed of relevant legislative changes\n, • Contributing to process improvements and development of internal best practices\nAbout You\n\n, • ACA, ACCA, ATT or CTA qualified or part-qualified\n, • Strong experience advising SME, startup or owner-managed business clients\n, • Sound technical knowledge across Corporation Tax, VAT and Personal Tax\n, • Previous experience gained within an accountancy practice or outsourced finance/accountancy environment\n, • Confident communicator with the ability to explain technical matters to non-finance stakeholders\n, • Commercially minded with a genuine interest in supporting growing businesses\n, • Strong organisational skills and ability to manage multiple client relationships\nWhat's on Offer\n\n, • Opportunity to join a rapidly scaling business with ambitious growth plans\n, • Varied and client-facing role combining tax and advisory work\n, • Exposure to a broad portfolio of entrepreneurial and high-growth businesses\n, • Collaborative and supportive team environment\n, • Genuine career progression opportunities\n, • Hybrid working and flexible culture\n\n If you're looking for a role where you can combine technical tax expertise with hands-on client advisory work, we'd love to hear from you. \n Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:

Protection Adviser Warm Leads and Uncapped Earning Potential \n Self-Employed | Full-Time, Office-Based | Hammersmith, London \n Capricorn Financial Mortgages is looking for ambitious Protection Advisers who want stronger lead flow, higher earning potential and the support of an established, high-performing advisory business. \n Each adviser generally receives approximately 1520 warm leads per week through o... \n \n ZIPC1_UKTJ

Location: Multiple UK Locations\n\n Job Type: Self-Employed\n\n\n Salary: OTE £100,000+ (Uncapped Earnings)\n\n\n \n\n\n About the Opportunity\n Are you an experienced Independent Financial Adviser looking for greater freedom, stronger earning potential, and the backing of a nationally recognised financial planning business? \n Our client is one of the UK's leading wealth management organisations, providing advisers with the infr... \n\n \n ZIPC1_UKTJ

Mortgage Adviser Warm Leads and £100k+ Earning Potential \n Self-Employed | Full-Time, Office-Based | Hammersmith, London \n Capricorn Financial Mortgages is looking for ambitious Mortgage Advisers who want stronger lead flow, uncapped earning potential and the support of an established mortgage business. \n This is not a cold-start opportunity. Each adviser generally receives approximately 1520 warm leads p... \n \n ZIPC1_UKTJ

Location: Multiple UK Locations Job Type: Self-Employed Salary: OTE £80,000 - £150,000+ (Uncapped Earnings) About the Opportunity\n Are you an ambitious Mortgage & Protection Adviser looking for greater flexibility, higher earning potential, and the backing of a nationally recognised financial services business? \n Our client is one of the UK's leading mortgage and protection firms, continuing to invest in ... \n \n ZIPC1_UKTJ

Financial Adviser\n London | Flexible Hybrid Working £50,000 basic + bonus/commission | Warm Leads Provided \n Were working with an established financial services firm looking to add an experienced, Level 4 qualified Financial Adviser to its growing team. \n This isnt a role built around endless cold calling. Youll have access to warm leads and an existing client network, working with individuals and families... \n \n \n ZIPC1_UKTJ

BRAND NEW ROLE - SEPT 2026 \n Manage £110m AUM from a retiring adviser \n London and Surrey based role \n Up to £90k salary with bonuses giving c.£150k take home \n\n • Chartered Financial Planner (or very close to completion)\n, • Servicing role – no expectation to win new business\n, • Manage £110m AUM book of business from a retiring adviser\n, • Up to £90k basic salary with bonuses on top giving c.£150k take home\n, • Clients are retirees, families, City professionals, business owners\n, • Lots of pensions, investments, IHT and intergenerational family work\n, • Average client has £500k - £2m invested\n, • Top client has £15m+ invested\n, • Clients spread across London and North & East Surrey\n, • You need to be resident or close to these areas\n, • Mix of office based in London and also in Surrey and then out meeting clients\n, • Full administration and paraplanning support from a pooled team\n\n Contact Peter at Financial Divisions for more information

Trainee Financial Planner \n London | Starting Salary from £33,000 + Up to 12% Bonus \n Are you serious about becoming a Financial Planner and looking for a business with a proven pathway into advice? \n A growing Chartered financial planning firm is recruiting its next academy intake. \n This is not a conventional graduate scheme. The business is equally interested in career changers, experienced financial services administrators, existing trainees whose development has stalled and people who have taken a less traditional route into the profession. \n What matters most is your resilience, your motivation and whether you genuinely want to build a long-term career as a Financial Planner. \n The programme \n You will follow an established development programme overseen by a dedicated Adviser Development Manager. \n The initial stage involves working closely with the Client Service Team so that you understand the administrative and operational foundations of good financial advice. You will then build your technical knowledge, client-facing capability and commercial skills through practical experience, structured training and exposure to experienced advisers. \n Your development will include: \n\n • Learning the fundamentals of client administration and servicing\n, • Supporting Financial Planners with meeting preparation and follow-up work\n, • Developing your knowledge of pensions, investments and tax wrappers\n, • Working towards the CII Diploma in Regulated Financial Planning\n, • Building confidence communicating with clients\n, • Developing relationship-building and networking skills\n, • Attending regular sessions through the firm’s in-house academy\n, • Progressing towards adviser status and, longer term, Chartered status\n\n What we are looking for \n You do not need to be a graduate, but you will need to demonstrate: \n\n • A clear and credible motivation for becoming a Financial Planner\n, • Resilience and the ability to respond constructively to setbacks\n, • A strong work ethic\n, • Excellent organisation and attention to detail\n, • Strong written and verbal communication skills\n, • The confidence to take ownership of your development\n, • A willingness to complete professional qualifications\n, • A genuine interest in financial markets and personal financial planning\n, • Evidence that you are looking for a long-term career rather than simply another job\n\n A good administrative background would be valuable. Previous financial services experience or CII qualifications will strengthen your application. \n The expected timeframe to reach the initial adviser stage is approximately 12–18 months, although progression will depend on individual performance and readiness. \n Package and working arrangements \n\n • Starting salary from £33,000 (£36,000 if Level 4 Qualified)\n, • Discretionary bonus of up to 12%\n, • Funded professional qualifications\n, • Pension\n, • Private medical insurance\n, • Life assurance\n, • Income protection\n, • Structured adviser-development programme\n, • Support towards Chartered Financial Planner status\n, • Hybrid working following successful completion of probation\n

About the Company: \n A growing multidisciplinary advisory firm bringing together financial planning, UK and US tax, legal and investment expertise under one roof. \n Following continued expansion within its US tax offering, the business has developed a strong pipeline of Americans living in the UK who require genuinely joined-up cross-border financial advice. Rather than passing clients between unrelated specialists, the firm provides coordinated support through its in-house financial planning, tax, legal and investment teams. \n Role Summary: \n You will become the trusted financial adviser to a dedicated portfolio of US-connected clients living in the UK, including US citizens, green card holders and dual nationals. \n The role combines mainstream UK financial planning with the additional complexities created when US and UK tax and investment rules overlap. You will advise across retirement, pensions, investments, estate planning and cashflow while identifying cross-border issues before they create problems for the client. \n With a strong existing source of referrals and leads through the firm's US tax practice, the focus is on high-quality advice and long-term client relationships rather than significant self-generated business development. \n You will also have the opportunity to contribute to the continued growth of a specialist cross-border financial planning proposition, supported by hybrid working and a comprehensive benefits package. \n Key Responsibilities: \n • Deliver cross-border financial planning: Advise across pensions, retirement, investments, estate planning and cashflow, giving you exposure to technically varied client cases. \n • Identify US-connected planning risks: Recognise considerations involving PFICs, FATCA, reporting-fund status and US-situs assets before recommendations are made. \n • Recommend appropriate investment solutions: Develop advice around US-compliant and PFIC-conscious investment strategies within a specialist international market. \n • Own long-term client relationships: Act as the primary adviser to a dedicated portfolio of internationally connected clients through ongoing reviews and planning. \n • Collaborate with specialist colleagues: Work directly alongside in-house US/UK tax advisers, solicitors and investment specialists to provide coordinated advice. \n • Help develop the proposition: Play a part in growing the firm's cross-border financial planning offering as demand from its US-connected client base increases. \n Requirements: \n • Level 4 Financial Planning qualification through CII, CISI, DipFA or equivalent. \n • Strong UK financial advice experience across pensions, investments, retirement and estate planning. \n • Working knowledge of cross-border considerations including FATCA, PFICs and HMRC reporting-fund status. \n • Ability to explain complex financial and tax-related issues clearly and confidently to clients. \n • Experience advising US-connected clients would be highly desirable. \n • Chartered / Level 6 status, or progress towards it, would be advantageous. \n \n Benefits: \n Private Healthcare after 6 months, Life Insurance at 4x salary after 2 years, Contributory Pension Scheme, Hybrid Working, Cycle to Work Scheme, Long Term Service Reward, Helping Hand Fund, Perkbox, Season Ticket Loans, Client Introduction Bonus, Staff Referral Bonus, Charitable Giving Scheme

Director of Quantity Surveying - London \n An established independent construction consultancy is seeking an experienced Director of Quantity Surveying to strengthen their London operation and take a leading role within their cost management service. Working across a varied portfolio of development and property projects, this is an excellent opportunity for a commercially minded Director of Quantity Surveying to combine project delivery, client management and wider business leadership. \n The successful Director of Quantity Surveying will oversee major commissions from initial feasibility and cost planning through procurement, construction and final account. Acting as a senior adviser to clients, the Director of Quantity Surveying will provide strategic commercial guidance while ensuring projects are delivered with strong financial control and a consistently high level of professional service. \n Beyond individual commissions, the Director of Quantity Surveying will contribute to the continued development of the London team. This will include strengthening existing client relationships, generating new opportunities and supporting the development of more junior Quantity Surveyors. The position would suit a Director of Quantity Surveying who enjoys operating with autonomy and wants a genuine influence over the growth and direction of an independent consultancy. \n Director of Quantity Surveying - Key Responsibilities: \n\n • \n Leading significant cost management commissions through pre- and post-contract stages \n • \n Overseeing cost plans, feasibility studies, estimates and procurement strategies \n • \n Managing tender processes, valuations, change control and final accounts \n • \n Providing strategic commercial and contractual advice to clients \n • \n Developing senior relationships with developers, investors and project stakeholders \n • \n Identifying new instructions and supporting business development activity \n • \n Managing, mentoring and developing members of the Quantity Surveying team \n • \n Maintaining commercial performance and quality standards across multiple commissions \n\n Director of Quantity Surveying - Candidate Requirements: \n\n • \n Degree qualified in Quantity Surveying, Commercial Management or a related discipline \n • \n MRICS qualified \n • \n Extensive UK PQS or construction consultancy experience \n • \n Proven experience leading complex projects and senior client relationships \n • \n Strong understanding of JCT contracts, procurement and cost management \n • \n Demonstrable business development and work-winning capability \n • \n Excellent leadership, commercial and communication skills \n\n In Return: \n\n • \n £95,000 - £115,000 per annum \n • \n London-based senior leadership position \n • \n Varied portfolio of professional construction projects \n • \n Significant client and business development responsibility \n • \n Opportunity to influence team growth and future strategy \n • \n Long-term progression within an established independent consultancy \n\n \n If you are a Director of Quantity Surveying considering your career opportunities, then please contact Dan McEvoy at Brandon James. \n Reference #DM22828 \n Quantity Surveyor / Project Manager / Project Management / Employers Agent / Surveying / Construction / Building Surveyor / MRICS / MICOB / MAPM / FRICS / Contract Administration / Associate Director / Construction Consultancy

Senior Tax Manager – Route to Partnership | London SE1 \n CTA Qualified | £70,000–£90,000 + Defined Bonus Structure | Hybrid \n Fletcher George is delighted to be working with a modern and growing firm based in the SE1 area. Following a successful period of growth and continued investment in the firm the Partners are now looking to establish a dedicated tax department and appoint an experienced tax professional to lead the growth of the Tax offering. \n This is far more than a traditional Senior Tax Manager role. You will have the opportunity to build and shape a dedicated tax offering and to have a genuine influence on how this part of the practice develops. Importantly, there is a clear route to partnership alongside the development of the team and the growth of the Tax compliance and advisory offering. \n The Role \n This is a broad and commercially focused tax position combining compliance work, advisory projects, business development and the opportunity to build a team. Your responsibilities will include: \n\n • Acting as the key tax specialist for the wider firm supporting colleagues on complex tax matters and bringing strong working knowledge across personal, partnership and corporate tax .\n, • Advising business owners and growing companies on tax planning, business structuring, restructures, company sales and exits and succession planning\n, • Working on a varied range of specialist advisory matters including R&D tax reliefs and wider tax planning opportunities\n, • Dealing confidently with HMRC enquiries including on more complex matters\n, • Advising small and medium-sized businesses on employee incentive and investment schemes\n, • Building strong relationships with clients and becoming a trusted adviser to business owners\n\n Build the Tax Offering. Win Clients. Develop a Team. \n The commercial side of this appointment is central to its future potential. Working closely with the Partners you will be encouraged to lead from the outset. This will include: \n\n • Spotting tax opportunities within the existing client base\n, • Attending networking and industry events to develop the firm's profile to gain referrals and recommendations\n\n You will recruit and supervise new members of the tax team as well as shape the services offered and play an increasingly important role in the wider direction of the practice. For someone with the technical ability, commercial drive and ambition to create something of their own, this offers a particularly exciting route towards future partnership. \n The firm is looking for a CTA-qualified tax professional with several years of post-qualification experience gained within a UK Practice, strong technical knowledge and the confidence to advise clients across a broad range of tax matters. Your commercial awareness and desire to network and also at the same time to develop strong client relationships will be very important for this role. \n What is on offer \n\n • £70,000–£90,000 depending on experience\n, • Comprehensive bonus structure\n, • Hybrid working\n, • 25 days' holiday plus bank holidays\n, • Private medical insurance\n, • Professional subscriptions and CPD training\n\n For an experienced tax professional looking for the opportunity to make a real impact within a growing practice, develop a team and build a successful tax offering with future partnership potential, Fletcher George would be delighted to hear from you. \n Next steps – please apply to this Tax Senior Manager role and we will aim to reply to all suitable applicants within 48 hours. \n Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. \n We are an accountancy and finance recruitment agency acting as an Employment Agency. \n Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.

Paraplanner to Junior Adviser - London \n Title: Paraplanner to Junior Adviser | Clear Route into Advice | London | Up to £45,000 \n Location: London (hybrid) Salary: £38,000 – £45,000 plus bonus, full study support and benefits \n \n The opportunity \n \n Most paraplanning roles promise a route into advice. Very few put a timeline on it. \n This one does. You'll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you'll build a bank from scratch. \n \n The firm \n \n A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made. \n \n How the role works \n \n Months 1–9: paraplanning and grounding You'll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You'll sit in on client meetings from early on - first observing, then contributing. \n \n Months 9–15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop. \n \n From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself. \n \n What we're looking for \n \n\n • Level 4 Diploma qualified, or part qualified and actively working towards it\n, • Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure\n, • Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients\n, • Strong written communication and the personal skills to build client relationships\n, • Willingness to commit to the study alongside the day job\n\n \n What's on offer \n\n • Salary up to £45,000, reviewed on transition into advice\n, • Full study support - exam fees, materials and study leave\n, • Structured mentoring from experienced planners, not a sink-or-swim handover\n, • Bonus and full benefits package\n, • Hybrid working\n\n \n Why this one is worth a look \n \n The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it's possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.

Financial Adviser | Salary up to £100,000 | London \n We're seeking an experienced Independent Financial Adviser to take ownership of an established book of business worth £20 million assets under management clients based in London. This is a rare opportunity to step into a relationship-led advisory role with a strong existing client base, supported by a thriving multi-office practice. \n This isn't a green book—it's a wealth development opportunity. Your clients are already engaged, established relationships are in place, and your primary focus will be on deepening advice, growing these relationships, and expanding assets under management organically. \n What You'll Do \n\n • Own the client relationships: Lead all advisory interactions with your inherited client base across pensions, investments, retirement planning, and wealth management\n, • Develop the book: Identify opportunities for cross-selling, additional services, and referral growth from an engaged base\n, • Deliver holistic advice: Leverage the firm's full suite of services—pension planning, investment management, inheritance tax planning, protection, and later-life planning\n, • Drive outcomes: Use the firm's Personal Value Statement methodology to demonstrate measurable advice value to clients\n, • Collaborate: Work within a supportive, award-winning practice with a track record of adviser retention and investment in professional development\n\n What We're Looking For \n\n • Relationship-first mindset: You build deep client relationships and believe in long-term partnership\n, • Experience with affluent clients: Comfortable managing complex family finances, trusts, business owner planning, and multi-generational wealth\n, • Business acumen: Entrepreneurial drive to grow your book and understand the commercial side of advisory\n, • Track record: Experince as amindependent financial advice with evidence of client satisfaction and growth\n\n Why Join \n\n • Established practice: Operating across three locations with 70+ team members, FT Adviser Top 100 recognised\n, • Award-winning culture: Recent wins including Verve Awards and Money Marketing recognition\n, • Adviser investment: Strong professional development, support, and a genuine commitment to avoiding adviser churn\n, • Back-office support: Dedicated paraplanners, technical expertise, and operations team to support your practice\n, • Independence: Full independence—no commission bias, whole-of-market advice, genuine client-first approach\n, • Growth opportunity: Clear path to grow your book, develop junior advisers, and progress into leadership if desired\n\n The Practice \n Our client is a thriving independent financial advice firm with a reputation for relationship-led, outcomes-focused planning. They operate across multiple locations and work with professionals, business owners, and private clients building long-term wealth. The firm is known for: \n\n • Client satisfaction and retention (95%+ retention rates)\n, • Evidence-based advice supported by Personal Value Statements\n, • Investment in adviser careers and professional development\n, • Multi-disciplinary approach (pensions, investments, tax, protection, estate planning)\n, • Commitment to diversity and inclusive working\n, • AUM: £20 million\n, • Client profile: Mix of professionals, business owners, and private clients; predominantly affluent, relationship-engaged\n

Chartered Financial Planner \n London | Hybrid \n Salary £75,000 Base + Bonus \n A highly regarded and fully independent Chartered Financial Planning firm is seeking an experienced Chartered Financial Planner to join its growing team in London. \n This is a rare opportunity for an adviser who enjoys working closely with clients and delivering high-quality holistic financial planning without the pressure of busine... \n \n ZIPC1_UKTJ

Salary: Up to £60,000 basic + x2 validation + annual bonus \n An established and growing independent financial advisory firm based in North West London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. \n The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. \n The role offers: \n\n • Basic salary up to £60,000\n, • x2 validation\n, • Annual bonus on target achievement\n, • Supportive team culture and positive working environment\n, • Independent, whole-of-market advice\n\n The ideal candidate will have: \n\n • Level 4 Diploma qualification\n, • Experience providing holistic financial advice\n, • A client-focused, ethical approach\n, • Strong communication skills and a team-oriented mindset\n\n This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. \n To apply please contact Sam at Financial Division.

Salary: £60,000 - £80,000 + Bonus + Excellent Benefits \n Ready for your next career move? \n We're recruiting on behalf of a highly respected wealth management firm looking for an ambitious Financial Adviser with around 5 years' experience to join its growing team. \n This is a fantastic opportunity to inherit existing clients while building your own portfolio within a supportive, forward-thinking business that genuinely invests in its people. \n The Role \n\n • Provide holistic financial planning advice to existing clients.\n, • Build long-term, trusted client relationships.\n, • Identify opportunities to grow your client bank.\n, • Work alongside experienced paraplanners and client support teams.\n, • Deliver an outstanding client experience.\n\n About You \n\n • Around 5 years' experience as a Financial Adviser.\n, • Level 4 Diploma qualified.\n, • Passionate about delivering high-quality financial planning.\n, • Excellent relationship-building and communication skills.\n, • Commercially minded and ambitious.\n, • Looking to progress your career within a growing wealth management firm.\n\n What's on Offer? \n £60,000 - £80,000 basic salary \n Attractive bonus scheme \n Hybrid working \n Existing clients to inherit and develop \n Genuine career progression \n Collaborative, entrepreneurial culture \n \n Interested? \n For a confidential discussion, contact Sam at Financial Divisions. \n

A fast-growing, multi-channel fashion business is seeking an experienced Fractional Finance Director to support its next stage of growth. \n Operating across retail, wholesale and e-commerce channels, the company owns and manages a portfolio of established fashion and apparel brands and is backed by overseas shareholders. With ambitious growth plans and an entrepreneurial culture, this is an opportunity to join a business where finance plays a critical role in supporting commercial decision-making and sustainable expansion. \n The Opportunity: \n Reporting directly to the Founders and working closely with international shareholders, you will lead the finance function on a fractional basis, providing both strategic financial leadership and hands-on financial management. \n This is not a traditional corporate Finance Director role. We are looking for someone who thrives in a founder-led environment, enjoys working at pace and is equally comfortable analysing strategic opportunities as they are managing day-to-day financial operations. \n A strong understanding of apparel, fashion, retail and inventory-led businesses is essential. The successful candidate will understand the challenges associated with stock management, supply chains, seasonal trading cycles, gross margin optimisation and working capital management. \n Key Responsibilities: \n \n Cash Flow & Working Capital \n\n • Own and maintain rolling cash flow forecasts.\n, • Drive working capital improvements across stock, debtors and creditors.\n, • Monitor liquidity and provide recommendations on funding requirements.\n, • Support inventory purchasing decisions and stock investment planning.\n, • Ensure growth plans remain aligned to cash generation and availability.\n\n \n Financial Reporting & Shareholder Communication \n\n • Produce monthly management accounts and financial reporting packs.\n, • Deliver clear reporting to overseas shareholders.\n, • Prepare P&L, balance sheet and cash flow reporting.\n, • Develop KPI dashboards and performance analysis.\n, • Act as the key financial contact for shareholders and external advisers.\n\n \n Commercial Finance & Business Partnering \n\n • Provide financial insight and support strategic decision-making.\n, • Analyse profitability by product category, customer and sales channel.\n, • Support pricing, margin and investment decisions.\n, • Contribute to budgeting, forecasting and business planning processes.\n, • Act as a trusted adviser to the leadership team.\n\n \n Inventory, Retail & Supply Chain Finance \n\n • Monitor inventory valuation and stock performance.\n, • Analyse stock turns, ageing inventory and sell-through rates.\n, • Support buying and supply chain decisions through financial analysis.\n, • Improve inventory efficiency and working capital performance.\n, • Provide insight into margin optimisation across the business.\n\n \n Finance Leadership \n\n • Oversee day-to-day finance and accounting activities.\n, • Ensure accurate financial records and robust controls.\n, • Manage VAT, statutory compliance and external reporting requirements.\n, • Improve financial processes, systems and management information.\n, • Build scalable finance infrastructure to support future growth.\n\n \n About You: \n You will be a qualified accountant (ACA, ACCA or CIMA) with previous experience as a Finance Director, Head of Finance or Financial Controller within a fashion, apparel, retail, consumer or inventory-led business. \n \n You will bring: \n\n • Strong cash flow and working capital management expertise.\n, • Experience reporting to shareholders, investors or business owners.\n, • A deep understanding of inventory and supply chain dynamics.\n, • Excellent financial reporting and commercial finance skills.\n, • A hands-on approach and willingness to operate within a lean team.\n, • Experience supporting founder-led or entrepreneurial businesses.\n, • Strong Excel and financial modelling capability.\n, • Experience using Xero and cloud-based accounting systems.\n\n

Paraplanner \n Location: London, City \n Salary: £40,000 - £50,000 depending on experience, with higher salaries available for Chartered or those working towards Chartered \n Hybrid: 2 days working from home after probation \n Bonus: Up to 12% \n The Opportunity \n Are you a Diploma-qualified Paraplanner looking for a business that will genuinely invest in your continued development? \n Perhaps you're technically strong but want greater exposure to complex financial planning, as well as the opportunity to sit in on client meetings and build your confidence in front of clients? \n Or maybe you're a career Paraplanner who wants to continue developing technically, with the opportunity to become a Subject Matter Expert within an established team? \n This is an opportunity to join a Chartered and award-winning financial planning business where development is genuinely encouraged. You'll join an established team of 10 Paraplanners, with support from a dedicated Paraplanning Manager, full support towards Chartered status and a genuine route into Financial Advice for those who want it. \n \n The Company \n With just over 100 employees, this is an established and growing financial planning business with an excellent reputation for developing and retaining its people. \n The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. \n We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention. \n Progression & Development \n Development is a real focus within the business \n For those looking to progress into advice, the typical pathway is to build strong technical expertise, develop client meeting experience and then move into an Adviser role, usually within around 2 years, depending on the individual and their progression. \n For those who love Paraplanning and want to remain technical, there is also the opportunity to progress into a Subject Matter Expert position, alongside Senior Paraplanner opportunities. \n You'll also receive full support towards Chartered status, including ongoing development and study support. \n What's on Offer \n\n • £40,000 - £50,000, depending on experience\n, • Higher salaries available for Chartered or those working towards Chartered\n, • Discretionary bonus of up to 12%\n, • Hybrid working, with 2 days from home after probation\n, • 32 days annual leave including bank holidays\n, • Option to buy and sell holiday\n, • Private medical insurance\n, • Income protection\n, • Death in Service\n, • Company pension scheme\n, • Rail Season Ticket Loan\n, • Regular team and company-wide social events\n, • Excellent staff retention and a genuinely supportive working environment\n, • Full support towards Chartered status and structured career development\n\n What They're Looking For \n\n • Diploma-qualified Paraplanner with good technical knowledge\n, • Experience working within a financial planning or wealth management environment\n, • Strong understanding of pensions, investments and wider financial planning\n, • Someone who enjoys technical Paraplanning but also wants greater exposure to clients\n, • Professional, collaborative and comfortable working as part of an established team\n\n If you're a Diploma-qualified Paraplanner who wants to continue building technically while also getting in front of clients and having a genuine route into advice, then this role is worth applying for

Trainee Financial Planner/Adviser \n Location: Central London \n Starting salary: £33-36,000 + Bonus + Excellent Benefits \n \n Are you ambitious, driven and looking to build a long-term career in financial advice? \n We are currently working with a highly regarded Wealth Management firm who are seeking talented individuals to join their established Trainee Financial Planner Programme, offering a clear and structured pathway towards becoming a qualified Financial Adviser. This is an excellent opportunity to develop professionally, build lasting client relationships and progress within a successful and growing financial planning business. \n Based in modern offices in Central London, their business has built a strong reputation for developing high-quality talent through a proven adviser academy programme. They are passionate about investing in their people and take pride in creating an environment where individuals can thrive, learn and achieve their full potential. \n This role forms part of a structured development programme overseen by an experienced Adviser Development Manager, who will support your progression from trainee through to adviser status and beyond. \n You will receive guidance and support to achieve your professional qualifications, including the CII Diploma in Regulated Financial Planning, with longer-term opportunities to work towards Chartered Financial Planner Status. \n The initial phase of the programme focuses on developing a strong understanding of client administration and business processes, providing the foundations for a successful career in financial planning. You will work closely with experienced advisers, Chartered Financial Planners, technical specialists and colleagues at various stages of their own professional development. \n \n Key Responsibilities \n Support advisers and planners with client administration activities. \n Maintain accurate client records and documentation. \n Assist with preparing information and reports for client meetings. \n Develop a strong understanding of financial planning processes and advice delivery. \n Build professional relationships with clients and colleagues. \n Work towards achieving professional qualifications and career milestones. \n Contribute positively to team objectives and business goals. \n What We're Looking For \n Experience \n Previous administration experience is preferred. \n Understanding of business support processes and systems is advantageous. \n Knowledge \n Awareness of the financial services market, including financial products, tax wrappers and the role of a Financial Adviser. \n Understanding of investment and fund management principles is desirable. \n Strong IT skills; experience with financial planning systems and platforms is beneficial but not essential. \n Skills \n Strong work ethic and positive attitude. \n Excellent organisational and time-management skills. \n High attention to detail. \n Strong verbal and written communication skills. \n Confident and professional telephone manner. \n Ability to work effectively under pressure and to deadlines. \n Self-motivated with the ability to work independently while contributing to team success. \n Qualifications \n Commitment to achieving the CII Diploma in Regulated Financial Planning through the Academy Programme (if not already attained). \n Ambition to progress towards Chartered Financial Planner Status. \n \n Full job specification available on request \n Send your CV to Jim at Financial Divisions.

Private Client Tax Manager – London \n London | Full-Time | Hybrid & Flexible Working | Competitive Salary + Benefits \n Keywords: Private Client Tax Manager, Personal Tax Manager, Private Client Tax, HNW Tax, High Net Worth, Capital Gains Tax, Inheritance Tax, Trusts, Family Investment Companies, Estate Planning, Succession Planning, CTA, Tax Manager, Accountancy Practice, London \n We're recruiting an experienced Private Client Tax Manager to join a growing accountancy practice in London. \n This is an excellent opportunity for a CTA-qualified tax professional with strong HNW private client experience who is looking for a senior, client-facing position combining personal tax compliance, advisory, wealth structuring and team leadership. \n You'll manage a complex portfolio of private clients, act as a trusted adviser and provide commercially focused advice across a broad range of personal and family tax matters. \n Key Responsibilities \n\n • Manage a portfolio of HNW individuals and private clients\n, • Act as the principal contact for clients, overseeing personal tax compliance\n, • Review and oversee Self Assessment and personal tax returns\n, • Provide strategic advice on tax planning and wealth structuring\n, • Advise on Capital Gains Tax and Inheritance Tax\n, • Provide advice on changing IHT rules affecting pensions and businesses\n, • Advise on Family Investment Companies\n, • Support the implementation and winding up of family trusts\n, • Assist clients with succession planning and family business governance\n, • Work with financial advisers on wealth preservation and growth strategies\n, • Coordinate with internal tax and audit teams and external professional advisers\n, • Identify tax planning and business development opportunities\n, • Lead personal tax compliance and advisory projects\n, • Identify and manage tax risks while maintaining high professional standards\n\n Team Leadership \n\n • Mentor and develop junior members of the Private Client Tax team\n, • Review work and provide technical guidance and feedback\n, • Support training and professional development\n, • Assist with monitoring productivity, billing and team performance\n, • Contribute to improving technical quality and efficiency across the team\n\n About You \n\n • CTA qualified with extensive UK private client tax experience\n, • Strong experience advising HNW individuals\n, • Excellent technical knowledge of UK personal taxation\n, • Good understanding of CGT, IHT, trusts and estates\n, • Awareness of succession planning and family business issues\n, • Experience managing a complex client portfolio\n, • Strong advisory and tax planning capability\n, • Commercially minded with excellent judgement around tax risk\n, • Proven experience mentoring and developing junior team members\n, • Excellent communication and client relationship skills\n, • Proactive, professional and confident dealing with complex client matters\n\n What's on Offer \n\n • Hybrid and flexible working\n, • Competitive salary and benefits\n, • High-quality HNW private client portfolio\n, • Strong mix of compliance and advisory work\n, • Exposure to trusts, estates and wealth structuring\n, • Leadership and mentoring responsibilities\n, • Professional development and training\n, • Clear career progression\n, • Supportive and collaborative working environment\n\n Location \n London \n Commutable from Essex, Hertfordshire, Surrey, Kent, Buckinghamshire and surrounding areas, with hybrid working available. \n Apply today for a confidential discussion with Jack Wood on or . \n

A busy Estate Agency in South West London is looking for a qualified and experienced Mortgage & Protection Advisor to join its team. This role would suit a practicing adviser with strong mortgage knowledge, excellent communication skills and a proven track record in the mortgage services industry. \n Worth Recruiting - Property Industry Recruitment \n Job Title: Mortgage & Protection Advisor \n Sector: Financial Services \n Location: Mortlake, SW14 \n Salary: OTE £60,000 per annum \n Position: Permanent, Full-Time \n Reference: WR96344 \n The successful Mortgage & Protection Advisor will provide expert advice across residential mortgages, buy-to-let, remortgages and protection products. \n You'll work closely with clients throughout the process, identifying their requirements, providing suitable recommendations and developing new business through leads, referrals and cross-selling. \n What's in it for you (Benefits): \n\n • Unlimited earning potential\n, • Excellent commission structure\n, • Numerous quality leads\n, • Opportunity to develop and grow your client base\n, • Supportive and professional working environment \n\n The Company: \n\n • Independent sales and lettings agency with a strong presence across South West London\n, • Specialist in property across sought-after residential locations\n, • Provides a range of property services to buyers, sellers, landlords and investors \n\n What You'll Be Doing (Key Responsibilities) as a Mortgage & Protection Advisor: \n\n • Provide professional mortgage and protection advice to new and existing clients\n, • Manage clients through the mortgage process from initial enquiry through to completion\n, • Assess clients' financial circumstances and identify suitable mortgage solutions\n, • Advise on residential, buy-to-let and remortgage products\n, • Identify opportunities to introduce relevant protection and other financial products\n, • Build strong client relationships and generate additional business through referrals and cross-selling \n\n What our client is looking for (Skills & Experience): \n\n • CeMAP or equivalent mortgage qualification\n, • Current or recent experience working as a Mortgage Adviser\n, • Thorough knowledge of the residential mortgage and buy-to-let sectors\n, • CAS essential\n, • Proven track record in providing mortgage advice\n, • Confident with cross-selling protection and associated financial products\n, • Excellent communication skills with a professional telephone manner\n, • Full UK driving licence and access to your own car \n\n Is this the role for you? \n Contact Worth Recruiting now! If you are interested in this Mortgage & Protection Advisor role, please contact the Property Recruitment Team at Worth Recruiting immediately, quoting job reference: WR96344. \n About Your Application: \n\n • Response Time: We receive a great many applications and respond as quickly as possible. If you have not heard from us within 48 working hours, please assume that on this occasion your application has not been successful.\n, • Data Protection: Worth Recruiting is acting as a recruitment agency in relation to this position. By submitting your application, you consent to Worth Recruiting processing and storing your data for the purposes of your job search. For more information, please see our privacy policy on our website.\n, • Confidentiality: All communications with Worth Recruiting are completely confidential. We will always need to speak with you before we are able to submit your CV to our client.\n, • Please Note: This vacancy summary is intended as a general guide only and should not be used as a definitive job description. Our client's job description, including details like the salary, may change without prior notice and in any case may be influenced by the skills, qualifications, previous experience, attitude, and ability of a candidate. \n\n About Worth Recruiting: Worth Recruiting provides a bespoke recruitment service to the Property Industry offering roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services, and Prop Tech. Find out more at: worthrecruiting.me. \n Job Reference: WR96344 - Mortgage & Protection Advisor - Financial Services \n

Your new company \n A highly regarded investment and pensions organisation responsible for managing significant assets and administering several established UK pension schemes. The organisation is evolving its People function and investing in a newly formed People Business Partnering team to support its future ambitions. \n Your new role \n Initially focused onEmployee Relations, you will manage a varied and complex caseload while actingas a trusted adviser to leaders and managers across the organisation. \n You will: \n\n • Manage complexdisciplinary, grievance, performance, absence and workplace conflict cases\n\n\n, • Provide expertemployment law, policy and best-practice advice\n\n\n, • Coach managers tobuild confidence and capability in handling ER matters\n\n\n, • Support investigationsand recommend fair, balanced and pragmatic outcomes\n\n\n, • Review and developPeople policies and procedures\n\n\n, • Identify emergingpeople risks and trends through case data and insight\n\n\n, • Support organisationalchange and work with trade unions or employee representatives when required\n\n As the People partnering model develops, you will have the opportunity to broaden your remitand contribute to wider People initiatives and organisational strategy. \n What you'll need to succeed \n\n • CIPD qualified orcurrently working towards a relevant CIPD qualification\n\n\n, • Strong experiencemanaging complex and high-risk Employee Relations cases\n\n\n, • In-depth knowledge ofUK employment law and ER best practice\n\n\n, • Experience workingwithin financial services, professional services or another regulatedenvironment\n\n\n, • Confident coaching,challenging and influencing managers and senior stakeholders\n\n\n, • Experience developingPeople policies and supporting organisational change\n\n You will be commercially aware, solutions-focused and able to balance technical employment law expertise with pragmatic business advice. \n What you'll get in return \n You will receive a competitive salary and a comprehensive benefits package, including: \n\n • 28 days' annual leave plus bank holidays\n\n\n, • Annual bonus\n\n\n, • Defined benefit pension scheme\n\n\n, • Private medical insurance and health cash plan\n\n\n, • Life assurance\n\n\n, • Hybrid and flexible working\n\n\n, • Enhanced family leave\n\n\n, • Holiday purchase scheme and paid volunteering days\n\n This is a permanent,London-based hybrid position. Applicants must already have the legal right towork in the UK, as visa sponsorship is not available. \n If you are immediately available and an experienced Employee Relations professional looking to broadeninto a wider People Business Partner role, please apply with an updated CV. \n Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

\n Financial Controller (Part Time, 2 days p/w), Occasional London travel, £30-35k p/a \n \n Our client is a long-established association, operating through a lean, largely virtual structure, the organisation uses its resources to support member companies and advance their business interests. \n \n The organisation is seeking an experienced Financial Controller to take end-to-end ownership of its finance function. This is a broad Financial Controller role and calls for someone senior and credible who is equally comfortable advising the Chair and Board, preparing statutory accounts and dealing with day-to-day transactions and reconciliations. \n \n The role is expected to require approximately two days per week, with flexibility in the working pattern and greater time commitment around quarter ends and year end. There is no head office, so the successful candidate will be home-based and able to travel to London when required; travel is not expected to be significant. \n \n The successful candidate is likely to be an experienced Financial Controller, Finance Director, portfolio finance professional or senior accountant seeking a high-autonomy part-time appointment. \n \n Key Responsibilities \n \n Financial Reporting, Planning & Compliance \n\n • Prepare the annual budget and provide clear financial insight to support decision-making.\n, • Prepare quarterly management accounts, including reconciliation to investment manager statements.\n, • Prepare annual statutory accounts, provisional corporation tax calculations and published accounts.\n, • Lead the year-end audit process, providing reconciliations, supporting evidence and information required\n, • Prepare, review and submit quarterly VAT returns.\n\n \n Treasury, Investments & Banking \n\n • Maintain, administer and monitor online banking, reviewing transactions and the reconciled cash position\n, • Manage supplier and consultant payments accurately and on time\n, • Prepare cash-flow forecasts and provide input into treasury and investment strategy\n, • Undertake quarterly reviews of investment transactions and advise on capital gains and tax-position optimisation\n, • Maintain effective relationships with the banks and external investment advisers\n\n \n Governance & Stakeholder Support \n\n • Act as a trusted financial adviser to the Chair, Board, Chief Executive and Company Secretary\n, • Support the organisation's financial investment review and wider governance activity\n, • Attend meetings and selected member events where required, contributing to the organisation's professional presence\n\n \n The successful candidate \n\n • Qualified ACA, ACCA, CIMA or equivalent\n, • Strong experience across management accounts, statutory reporting, audit, VAT and corporation tax\n, • Sound treasury, cash-flow and investment-accounting capability\n, • A genuinely hands-on approach and willingness to move seamlessly between strategic advice and transactional activity\n, • The credibility and communication skills to work effectively with a Chair, Board, Company Secretary and senior external stakeholders\n, • Strong organisation, accuracy and accountability, with the ability to work independently in a virtual environment\n, • Flexibility to accommodate peaks around quarter ends and year end\n\n \n Package and working pattern \n \n Salary: £30-£35k p/a \n \n Time commitment: Approx two days per week, flexed around business requirements \n \n Location: Home-based, with occasional travel to London for meetings/events \n \n Working style: Autonomous, trusted & hands-on

Your new company \n I am currently representing a highly respected financial services organisation responsible for managing substantial assets and administering UK pension schemes. As part of an exciting period of transformation, the business is investing in its People function and building a brand-new People Business Partnering team to support its long-term growth and strategic ambitions. \n Initially focused on Employee Relations, you will manage a varied and complex caseload while acting as a trusted adviser to leaders and managers across the organisation. \n You will: \n\n • Build strong relationships across the business, partnering with leaders to align people strategies with commercial objectives.\n, • Provide expert coaching and support to managers on employee relations, performance management and talent development.\n, • Manage complex disciplinary, grievance, performance, absence and workplace conflict cases\n, • Provide expert employment law, policy and best-practice advice\n, • Support investigations and recommend fair, balanced and pragmatic outcomes\n, • Review and develop People policies and procedures\n, • Identify emerging people risks and trends through case data and insight\n, • Support organisational change and work with trade unions or employee representatives when required\n\n As the People partnering model develops, you will have the opportunity to broaden your remitand contribute to wider People initiatives and organisational strategy. \n What you'll need to succeed \n\n • Strong Employee Relations experience, with a proven track record of managing complex, high-risk ER cases from start to finish.\n, • Working with stakeholders\n, • Deep expertise across disciplinary, grievance, performance, absence management, workplace conflict and employment law matters.\n, • Strong knowledge of UK employment law and Employee Relations best practice.\n, • Experience gained within financial services, professional services, or another highly regulated environment.\n, • Confident coaching, influencing and challenging managers and senior stakeholders.\n, • Experience developing People policies, procedures and supporting organisational change initiatives.\n, • Commercially minded and solutions-focused, with the ability to balance technical expertise with pragmatic business advice.\n, • Immediately available or on a notice period of no more than one month.\n\n What you'll get in return \n This is a fantastic opportunity to join a growing team where you can make a genuine impact. The role offers a high level of autonomy, accountability and influence, whileworking collaboratively with a supportive team in an exciting period of growth. \n You will receive acompetitive salary and a comprehensive benefits package, including: \n\n • 28 days' annual leave plus bank holidays\n, • Annual bonus\n, • Hybrid working (2 days at home)\n, • Defined benefit pension scheme\n, • Private medical insurance and health cash plan\n, • Life assurance\n, • Enhanced family leave\n\n This is a permanent, London-based hybrid position. Applicants must already have the legal right towork in the UK, as visa sponsorship is not available. \n To be considered,candidates must be immediately available or have a notice period of no morethan one month. We are specifically seeking an Employee Relations specialistwith substantial experience managing complex ER matters within financialservices, professional services, or another regulated environment. \n If you are immediately available and an experienced Employee Relations professional looking to broaden into a wider People Business Partner role, please apply with an updated CV. \n Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Paraplanner \n Location: London EC1R \n Salary: £38,000–£44,000 depending on experience \n Job Type: Full-time, Permanent \n Working Pattern: Office-based \n About the Role \n An excellent opportunity has arisen for an experienced Paraplanner to join a small and professional Independent Financial Advice firm based in Farringdon. \n Working closely with Senior Paraplanners and Financial Advisers, you will provide technical research, analysis and administrative support across a range of existing client cases. \n You will receive full training on the firm's processes and client requirements, while having the opportunity to develop your technical knowledge and progress your career within Financial Planning. \n Key ResponsibilitiesResearch & Analysis \n\n • Compile accurate and compliant research packs\n, • Submit and chase authority letters to obtain client plan information\n, • Liaise with pension and investment providers to obtain accurate information\n, • Research pensions, investments and other financial products\n, • Compile accurate Data Capture Forms\n, • Prepare client-facing presentations using Microsoft PowerPoint and Excel\n, • Provide advisers with accurate research and analysis to support client meetings\n\n New Business \n\n • Follow the established advice process to produce fully compliant client files\n, • Process pension and investment new business\n, • Ensure client documentation is accurate, complete and up to date\n, • Maintain accurate client information within the CRM system\n, • Complete and submit applications\n, • Prepare detailed suitability reports\n, • Ensure all relevant documentation and processes have been completed satisfactorily\n, • Liaise with providers throughout the application process\n, • Support Financial Advisers with the progression of new business cases\n\n Compliance & Administration \n\n • Submit adviser files for review by external file reviewers\n, • Maintain high standards of accuracy and compliance\n, • Attend shared team meetings and contribute to business improvements\n, • Keep up to date with industry developments and regulatory requirements\n, • Maintain Continuous Professional Development (CPD)\n, • Attend relevant seminars and complete professional examinations\n\n About You \n The successful candidate will have previous experience supporting Independent Financial Advisers and a strong interest in developing their career within Paraplanning and Financial Planning. \n You will ideally have: \n\n • Minimum of three R0 exams passed, working towards the Diploma in Regulated Financial Planning (DipPFS)\n, • Previous experience supporting multiple Financial Advisers\n, • Good technical knowledge of pensions and investments\n, • Experience writing suitability reports\n, • Experience completing financial applications and maintaining compliant client files\n, • Experience using investment platforms\n, • Experience liaising with pension and investment providers\n, • Strong Microsoft Word, Excel and PowerPoint skills\n, • Degree-level education or equivalent\n\n You will also demonstrate: \n\n • Excellent attention to detail\n, • Strong written communication skills\n, • Professional and confident telephone manner\n, • Excellent time management and organisational skills\n, • Ability to manage multiple tasks and deadlines\n, • A systematic and methodical approach\n, • Strong numeracy skills\n, • Positive and hardworking attitude\n, • Ability to work effectively as part of a team\n\n What's on Offer \n\n • £38,000–£44,000 salary, depending on experience\n, • Quarterly bonus scheme – up to £11,000 per annum\n, • Annual exam allowance of £600\n, • Private Medical Insurance\n, • Travel Insurance\n, • Gym membership\n, • Pension scheme\n, • Ongoing professional development and exam support\n, • Annual 5-star overseas company trips\n, • Opportunity to develop your technical Paraplanning career\n, • Supportive and collaborative working environment\n\n Apply Now \n If you are an experienced Paraplanner with a strong technical background in pensions and investments and are looking for an opportunity to develop your career within a professional IFA environment, we would love to hear from you. \n Apply today with your CV to be considered.

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? \n This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition. \n \n The Opportunity \n You’ll take over a well-established client book following the firm’s recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years. \n Over the next 12–18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book. \n The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further. \n \n Key Details \n\n • Fully serviced client bank provided – c.200 UHNW families\n, • Recurring income circa £700k\n, • Full handover and mentoring period from the existing adviser (retiring 2027)\n, • Home-based role with flexible working and office access as required\n, • Client locations primarily across London, Kent, Surrey, and Sussex\n, • Full paraplanning and sales support provided\n\n \n About You \n\n • Level 4 Diploma qualified (Chartered or working towards preferred)\n, • Minimum 3 years’ experience providing holistic financial advice\n, • Strong client relationship and interpersonal skills\n, • Entrepreneurial and commercially minded with a focus on long-term service\n, • Located within a commutable distance of Sidcup or the South East region\n\n \n Remuneration & Benefits \n\n • Highly flexible basic salary, fully negotiable for the right individual\n, • 35% bonus on new business written + share of recurring income\n, • Uncapped earning potential\n, • Excellent benefits package\n, • Full paraplanning and administrative support\n\n \n This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.

Senior Manager / Associate Director - Cyber Incident Response Advisory & Incident Management \n This is a senior opportunity within a leading Cyber Risk & Security practice, working with major organisations to strengthen their ability to prepare for, manage and recover from complex cyber incidents. The role sits across both proactive cyber incident response advisory and live incident management, helping clients improve resilience while supporting them through high-impact security events. \n You will work closely with senior stakeholders and C-suite leaders, advising on cyber incident preparedness, crisis and incident management, response strategies and organisational resilience. Proactive engagements will include incident response planning, playbook development, readiness assessments, wargaming and simulation exercises, training and post-incident reviews. You will also support clients during live cyber incidents, coordinating response activities and working alongside technical specialists to contain threats and minimise business disruption. \n At Senior Manager / Associate Director level, this is also a significant leadership and commercial role. You will lead complex client engagements, develop senior client relationships, contribute to business development and go-to-market activity, and help shape and grow the Cyber Incident Response offering. \n\n • A) Responsibilities\n\n\n, • Lead the delivery of complex Cyber Incident Response (CIR) advisory and incident management engagements.\n, • Advise clients on incident preparedness, crisis management, response and operational resilience.\n, • Lead the development of incident response plans, scenario-specific playbooks, readiness assessments and post-breach reviews.\n, • Design and facilitate cyber simulations, wargames and incident response exercises, including sessions with senior executives and C-suite stakeholders.\n, • Support and lead aspects of live cyber incident responses, working collaboratively with technical response specialists and client teams.\n, • Act as a trusted adviser to senior client stakeholders, building strong and lasting relationships.\n, • Lead business development activity, including go-to-market initiatives, proposals, pitches and development of new client opportunities.\n, • Identify opportunities to expand existing client relationships across proactive and reactive cyber services.\n, • Lead multidisciplinary teams and take responsibility for successful project, programme, financial and people management.\n, • Contribute to the development of new Cyber Incident Response propositions and enhancement of existing services.\n, • Coach, mentor and develop colleagues while helping build capability across the wider Cyber practice.\n, • Contribute to the external profile and market reputation of the Cyber Incident Response practice.\n\n\n, • B) Experience & Qualifications\n\n\n, • Significant experience within Cyber Incident Response, incident management, crisis management or a closely related operational cyber role.\n, • Strong understanding of Cyber Incident Response methodologies, including attacker techniques, threat themes and key technical security concepts.\n, • Demonstrable experience developing incident response plans, procedures and scenario-specific playbooks.\n, • Experience designing and facilitating cyber incident exercises, simulations, wargames and training sessions for stakeholders at different levels of seniority.\n, • Proven track record of leading large, complex client engagements or programmes, including project, financial and people management responsibilities.\n, • Strong experience of business development within the private sector, ideally including propositions, pitches, proposals and senior client relationship development.\n, • Strong commercial awareness and understanding of how cyber incidents can affect wider business processes, technology and operational resilience.\n, • Experience working with and influencing senior executives and C-suite stakeholders.\n, • Excellent written and verbal communication skills, with the ability to translate complex cyber issues for both technical and non-technical audiences.\n, • Strong leadership, problem-solving and stakeholder-management capabilities.\n, • Familiarity with security frameworks such as ISO 27001 and NIST is advantageous.\n, • Relevant professional qualifications such as CISSP, ITIL, CompTIA Security+, SANS or equivalent would be beneficial.\n, • Existing Government Security Clearance is advantageous, although candidates should be willing to undergo security vetting where required.\n, • Willingness to participate in an on-call rota and travel across the UK and EMEA when required to support live incidents.\n\n

Personal Assistant / Practice Manager \n Future Operations Manager Opportunity \n Location: Moorgate, London \n Salary: £45,000 – £60,000 depending on experience \n Hours: Monday to Friday (40 hours per week) \n About the Practice \n My client is a growing and ambitious wealth management business operating within a large Principal Partner Practice of St. James’s Place, based in Moorgate, London. \n They are seeking an experienced and highly capable Personal Assistant / Practice Manager to work closely with the Practice Principal, initially providing high-level PA and operational support before taking increasing responsibility for the day-to-day running of the practice. Previous experience within wealth management, ideally SJP or an IFA environment, is essential. \n This is an exciting opportunity for someone looking beyond a traditional administrative or support role and wanting to build a long-term career in practice operations. \n The role is designed to develop into an Operations Manager position, with the successful candidate ultimately taking full responsibility for the day-to-day operational management of the practice and the growing team within it. \n The Role \n Working directly with the Practice Principal, you will become a central point of coordination across the business, ensuring client work, new business, administration, provider relationships and internal processes are managed efficiently and to a consistently high standard. \n Key Responsibilities \n\n • Managing the Practice Principal’s diary, inbox and day-to-day priorities.\n, • Acting as a key point of contact for clients and dealing with queries professionally and efficiently.\n, • Liaising with SJP, product providers and other third parties to progress outstanding matters.\n, • Chasing new money and ensuring cases progress through to completion.\n, • Overseeing operational workflow, including Letters of Authority, new business, replacement business and case tracking.\n, • Maintaining accurate and disciplined records within Salesforce and iBusiness.\n, • Monitoring outstanding actions and proactively chasing colleagues and providers.\n, • Reviewing and checking client documentation before it is issued.\n, • Team management responsibilities as the business grows.\n, • Supporting client meeting preparation and ensuring follow-up actions are completed.\n, • Managing and improving processes and procedures as the practice grows.\n, • Supporting the Practice Principal with projects and business initiatives from inception through to completion.\n\n Future Progression \n The role has been specifically designed with the future growth of the practice in mind. As your knowledge and experience develop, you will take increasing responsibility for workflow, systems, processes, team coordination and operational management, with the long-term objective of becoming the Operations Manager and taking ownership of the day-to-day running of the practice. \n This is an opportunity to become a key member of the team and play a significant role in shaping the future development of the business. \n About You \n We are looking for an ambitious and proactive individual with a genuine interest in building a career in financial services operations. \n Ideally, you will have experience as a Senior Administrator, PSS, Practice Manager, Office Manager, Operations Lead or similar within SJP, an IFA, financial planning practice or wider wealth management environment. \n You will have: \n\n • Previous experience within wealth management or financial services, ideally SJP or an IFA.\n, • Experience working within a highly regulated environment.\n, • Excellent organisational, administration and project management skills.\n, • Scrupulous attention to detail and accuracy.\n, • A proactive, resilient and persistent approach.\n, • A strong “completer-finisher” mentality and the ability to take ownership.\n, • Excellent written and verbal communication skills.\n, • The ability to manage multiple priorities and deadlines.\n, • Strong computer literacy, including Word, Excel, Outlook and PowerPoint.\n, • Experience with Salesforce and iBusiness would be advantageous.\n, • A professional, approachable and positive personality.\n, • The discretion required to operate in a confidential environment.\n, • Comfortable leading a team and being the go-to person for support within the business.\n, • Whilst industry related financial services qualifications are advantageous, they are not essential for this role.\n, • Most importantly, the ambition to develop a long-term career in practice operations rather than becoming a financial adviser.\n\n Additional Information & Benefits \n\n • £45,000 – £60,000, depending on skills and experience.\n, • 25 days annual leave plus bank holidays\n, • Auto-enrolment pension scheme\n, • Clear career progression from Personal Assistant / Practice Manager to Operations Manager.\n, • Increasing responsibility, autonomy and influence within a growing business.\n, • Exposure to the commercial and operational side of a successful wealth management practice.\n, • Central London location in the Moorgate area.\n, • The opportunity to help shape and develop the systems, processes and culture of the practice.\n\n To apply for this opportunity, please apply online.

This practice prides itself on delivering high-quality, holistic financial advice built on trust, integrity, and genuine care. As a Chartered firm they uphold the highest standards of professionalism and client service and they are looking for the next key hire in London. \n We are looking for a talented, relationship-focused Chartered Financial Adviser to join the team at a key part of their growth journey \n The Role \n This is a rare opportunity to step into a well-established client-facing role, with the majority of your time spent advising and nurturing an existing portfolio of long-term clients. You'll also benefit from warm internal referrals and business development support to continue growing your book in a sustainable, high-quality way. \n Key Responsibilities: \n\n • Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning\n, • Manage and develop relationships with a loyal base of existing clients\n, • Identify new advice opportunities through reviews, referrals, and internal channels\n, • Collaborate with a dedicated support team (paraplanning and admin) to ensure a smooth and compliant advice process\n, • Maintain high professional and ethical standards in line with their Chartered status\n\n Requirements: \n\n • Level 6 Chartered Financial Planner (or equivalent) qualification (or very close to)\n, • Proven experience as a Financial Adviser\n, • Strong interpersonal and relationship management skills\n, • Confidence in dealing with complex client needs and high-net-worth individuals (£1 million plus average case size)\n, • Based in or near London with flexibility for face-to-face and remote meetings\n, • A team player who values long-term relationships over short-term gains\n\n Why could this opportunity be for you? \n\n • A supportive, client-first culture backed by financial and tech focused support\n, • A book of existing clients ready for you to manage and grow\n, • Hybrid working options\n, • Dedicated paraplanning and admin support to allow you to focus on what you do best\n, • Access to market-leading technology, compliance, and training\n, • Clear progression opportunities and CPD support\n\n Next steps? \n If you're an experienced, Chartered Adviser looking to join a values-led firm that empowers you to do your best work, we'd love to hear from you. Please send your cv or use the contact info below for a confidential discussion \n \n \n Contact David Elders on or \n Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. \n \n Our Diversity, Equity and Inclusion Mission \n At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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

Client Acquisition Marketing Executive - Leading Financial Services Firm \n Salary: Up to £35,000 Location: Mayfair - Hybrid Working Team: Marketing \n This is an exciting opportunity to join a growing Marketing team in a role that sits right at the heart of the client journey. \n You'll be the first point of contact for many new customers who have made an enquiry or recently engaged with the business through their website. Your role will be to understand their situation, what prompted them to get in touch, how they discovered the business and, most importantly, what they are looking for. \n From there, you'll ensure each prospective client is guided towards the right adviser, service or location, creating a seamless and genuinely positive first experience. \n This is not a sales or call centre role, most communication is via email. It's about understanding and delivering an exceptional customer experience. You'll take real ownership of the journey from initial enquiry through to adviser allocation, ensuring customers feel valued, understood and confident that they are in the right hands. \n The role sits within the Marketing team, giving you the opportunity to develop your career within Marketing over the long term. You'll also use customer feedback, enquiry trends and performance data to help the wider business understand what customers want and continually improve the client journey. \n We're looking for someone who takes huge pride in customer experience - someone naturally curious about people, confident having conversations, highly organised and motivated by making every interaction a positive one. \n Key Responsibilities \n\n • Take ownership of new customer enquiries received centrally, responding promptly and professionally.\n, • Speak with prospective clients to understand their circumstances, requirements and what they are hoping to achieve.\n, • Understand how customers discovered the business and capture useful insight around their reasons for making contact.\n, • Identify the most appropriate adviser, service or location for each prospective client and ensure a smooth handover.\n, • Create an excellent first impression through professional, warm and engaging written and verbal communication.\n, • Take ownership of the customer journey from initial enquiry through to adviser allocation.\n, • Monitor adviser follow-up and service levels, identifying any issues that could negatively impact the customer experience.\n, • Gather and share customer feedback and insight with the wider Marketing team.\n, • Identify recurring enquiry themes and trends to help improve marketing campaigns, content, propositions and the overall customer journey.\n, • Work closely with Marketing, Advisers, Business Development and Operations to improve the end-to-end acquisition and onboarding experience.\n, • Support the development and optimisation of customer journeys, including opportunities to introduce existing customers to additional services where appropriate.\n, • Maintain accurate and up-to-date customer and prospect information within CRM systems.\n, • Support the use and development of CRM and customer engagement technology to improve communication, lead routing and customer journeys.\n, • Produce and contribute to reporting around enquiry volumes, sources, customer quality, conversion and adviser outcomes.\n, • Work with external digital marketing agencies, providing valuable feedback around the quality and characteristics of new enquiries.\n, • Use customer insight and performance data to help Marketing understand what is working and where improvements can be made.\n, • Contribute to continual improvements in processes, systems and reporting.\n, • Ensure all activity is carried out in line with FCA requirements, Treating Customers Fairly principles, internal governance and GDPR.\n\n About You \n You don't necessarily need to come from a traditional sales background. What matters most is your approach to customer experience. \n You'll be someone who: \n\n • Comes from a financial services background, maybe in a client support role\n, • Takes genuine pride in delivering an outstanding customer experience.\n, • Is naturally personable, warm and confident when speaking with people.\n, • Is genuinely interested in understanding customers rather than simply processing enquiries.\n, • Is a great listener and asks the right questions to understand what someone needs.\n, • Can communicate professionally and confidently, both verbally and in writing.\n, • Is highly organised and comfortable managing multiple enquiries and priorities.\n, • Has excellent attention to detail and understands the importance of accurate customer information.\n\n The Opportunity \n This role offers much more than simply managing enquiries. You'll have a direct influence on how prospective clients experience the business from their very first interaction. \n You'll gain exposure across Marketing, digital acquisition, CRM, customer insight and adviser relationships, giving you a broad understanding of how customers move through the business. \n For the right person, this is an opportunity to build a long-term career within Marketing, developing your skills across customer experience, CRM, acquisition, insight and marketing operations as the function continues to grow. \n Benefits: \n\n • Company events\n, • Company pension\n, • Employee discount\n, • Employee mentoring programme\n, • Financial planning services\n, • Life insurance\n, • Private dental insurance\n, • Private medical insurance\n, • Profit sharing\n

Senior Wealth Management Administrator / Practice Manager \n Future Operations Manager Opportunity \n Location: Moorgate, London \n Salary: £40,000 – £60,000 depending on experience \n Hours: Monday to Friday (40 hours per week) \n About the Practice \n My client is a growing and ambitious wealth management business operating within a large Principal Partner Practice of St. James’s Place, based in Moorgate, London. \n They are seeking an experienced and highly capable Personal Assistant / Practice Manager to work closely with the Practice Principal, initially providing high-level PA and operational support before taking increasing responsibility for the day-to-day running of the practice. Previous experience within wealth management, ideally SJP or an IFA environment, is essential. \n This is an exciting opportunity for someone looking beyond a traditional administrative or support role and wanting to build a long-term career in practice operations. \n The role is designed to develop into an Operations Manager position, with the successful candidate ultimately taking full responsibility for the day-to-day operational management of the practice and the growing team within it. \n Please note previous experience within a Wealth Management practice in a similar role is essential. Part of fully qualified level 4 diploma in financial planning DipPFS highly desirable but not essential. \n The Role \n Working directly with the Practice Principal, you will become a central point of coordination across the business, ensuring client work, new business, administration, provider relationships and internal processes are managed efficiently and to a consistently high standard. \n Key Responsibilities \n\n • Managing the Practice Principal’s diary, inbox and day-to-day priorities.\n, • Acting as a key point of contact for clients and dealing with queries professionally and efficiently.\n, • Liaising with SJP, product providers and other third parties to progress outstanding matters.\n, • Chasing new money and ensuring cases progress through to completion.\n, • Overseeing operational workflow, including Letters of Authority, new business, replacement business and case tracking.\n, • Maintaining accurate and disciplined records within Salesforce and iBusiness.\n, • Monitoring outstanding actions and proactively chasing colleagues and providers.\n, • Reviewing and checking client documentation before it is issued.\n, • Team management responsibilities as the business grows.\n, • Supporting client meeting preparation and ensuring follow-up actions are completed.\n, • Managing and improving processes and procedures as the practice grows.\n, • Supporting the Practice Principal with projects and business initiatives from inception through to completion.\n\n Future Progression \n The role has been specifically designed with the future growth of the practice in mind. As your knowledge and experience develop, you will take increasing responsibility for workflow, systems, processes, team coordination and operational management, with the long-term objective of becoming the Operations Manager and taking ownership of the day-to-day running of the practice. \n This is an opportunity to become a key member of the team and play a significant role in shaping the future development of the business. \n About You \n We are looking for an ambitious and proactive individual with a genuine interest in building a career in financial services operations. \n Ideally, you will have experience as a Senior Administrator, PSS, Practice Manager, Office Manager, Operations Lead or similar within SJP, an IFA, financial planning practice or wider wealth management environment. \n You will have: \n\n • Previous experience within wealth management or financial services, ideally SJP or an IFA.\n, • Part of fully Level 4 Diploma qualified in financial planning - desirable (not essential).\n, • Experience working within a highly regulated environment.\n, • Excellent organisational, administration and project management skills.\n, • Scrupulous attention to detail and accuracy.\n, • A proactive, resilient and persistent approach.\n, • A strong “completer-finisher” mentality and the ability to take ownership.\n, • Excellent written and verbal communication skills.\n, • The ability to manage multiple priorities and deadlines.\n, • Strong computer literacy, including Word, Excel, Outlook and PowerPoint.\n, • Experience with Salesforce and iBusiness would be advantageous.\n, • A professional, approachable and positive personality.\n, • The discretion required to operate in a confidential environment.\n, • Comfortable leading a team and being the go-to person for support within the business.\n, • Whilst industry related financial services qualifications are advantageous, they are not essential for this role.\n, • Most importantly, the ambition to develop a long-term career in practice operations rather than becoming a financial adviser.\n\n Additional Information & Benefits \n\n • £40,000 – £60,000, depending on skills and experience.\n, • 25 days annual leave plus bank holidays\n, • Auto-enrolment pension scheme\n, • Clear career progression from Personal Assistant / Practice Manager to Operations Manager.\n, • Increasing responsibility, autonomy and influence within a growing business.\n, • Exposure to the commercial and operational side of a successful wealth management practice.\n, • Central London location in the Moorgate area.\n, • The opportunity to help shape and develop the systems, processes and culture of the practice.\n\n To apply for this opportunity, please apply online.

Location: Either field-based or hybrid at a local office \n We have an exciting opportunity for someone with business protection experience or knowledge to join our team. Our Business Protection Advisers are a key part of our business, speaking to our clients and providing advice on all aspects of business protection, including key person protection, shareholder protection, executive income protection, loan protection and relevant life cover. We ensure that we understand our client’s needs and provide products and services that exceed their expectations and retain their loyalty. \n We strive to provide a market-leading customer experience, and that’s driven by you. Our people share a common mindset that sets us apart. Our Business Protection Advisers are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners. Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will be joining an established, friendly and experienced team who will be able to provide support for you to succeed within your role. \n What you will do as a Business Protection Adviser: \n This is an overview and not an exhaustive list of responsibilities. \n\n • \n New Business Income through new client acquisition, primarily from converting leads generated from your relationships with key introducer partners within Ardonagh, but also from self-generated new business opportunities. \n • \n Customer satisfaction, as measured by internal customer satisfaction surveys and Investors in Customers surveys (or equivalent external measures). \n • \n Relationship Management with the Company’s lead generation and customer service teams, and account management personnel within insurers and other providers. \n • \n Working closely with colleagues across our employee benefit teams, to identify opportunities for onward referrals. \n\n What we are looking for in our Business Protection Adviser: \n\n • \n Experience within the Financial Services market, with some experience or intermediate working knowledge of Business Protection essential. \n • \n Minimum of Cert CII RO5 or willingness to study towards qualification. \n • \n Experience in successfully converting potential customer enquiries essential. \n • \n Experience in relationship building with Insurers/Providers, Clients and Account Managers. \n • \n Experienced in using Microsoft Office Programs. \n • \n Experience in Financial Services, Regulation and Ethics. \n • \n A proven ability to negotiate successfully on behalf of customers to deliver targets. \n • \n Effective verbal and written communication skills. \n • \n Well organised and able to respond well under pressure and meeting deadlines. \n • \n Working well as part of a team as well as being able to work for periods using own initiative. \n • \n Copes well with change, internally within the business and externally within the market. \n\n In return you will be welcomed and supported with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. \n So, what are you waiting for? Apply today and one of our team will be in touch. \n #AIB #LI-NW1 #LI-Remote \n Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. \n If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. \n Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. \n Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

Trainee Financial Planner \n Location: London \n Salary: Starting at £33,000, increasing to £36,000 once 4+ exams are passed, with a further salary increase on completion of the Diploma \n The Opportunity \n Are you thinking seriously about a career as a Financial Adviser and looking for a structured programme that will help you get there? \n Perhaps you're an education leaver looking to start a career in financial planning, or you are already working within financial planning but frustrated by the lack of a clear route into advice, or you're considering a career change and ready to dedicate yourself to developing a new profession? \n This is a rare opportunity to join an established Trainee Financial Planner programme with a proven track record of developing high-quality Advisers. \n A Genuine Route into Advice \n This isn't simply a trainee role with the hope of progression further down the line. There is an established programme designed specifically to help you develop into a Financial Adviser. \n You'll be supported by an experienced Adviser Development Manager, who will work with you throughout the programme - The programme is designed to develop you into a Financial Adviser over typically five years, giving you the technical knowledge, qualifications, client experience and professional skills required to succeed. \n The programme is designed around your individual development, with support provided across both the technical and softer skills needed to become a successful Adviser. \n That includes: \n\n • Support towards the qualifications required for your role and onward progression towards Chartered status\n, • An individual development plan based around your strengths and areas for development\n, • Exposure to experienced Advisers and Financial Planners\n, • Development of client-facing and communication skills\n, • Building the confidence, ambition and professional skills required for advice\n, • A collaborative and supportive approach throughout your development\n\n The Company \n With just over 100 employees, this is an established and growing Chartered and award-winning financial planning business with an excellent reputation for developing and retaining its people. \n The business is genuinely committed to developing its people and believes that the best results come from giving employees the right support, training and opportunities to grow. \n The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. \n We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention. People join, develop and stay because they feel supported and can see where their career can go. \n Qualifications & Salary Progression \n Your professional qualifications form an important part of the programme, with the business investing in your development throughout. \n\n • Starting salary of £33,000\n, • Salary increasing to £36,000 once 4 or more exams have been passed\n, • Further salary increase on completion of the Diploma\n, • Full support towards the qualifications required for progression\n, • Continued development and support towards Chartered status\n\n What's else is on offer \n\n • £33,000 starting salary\n, • £36,000 once 4+ exams have been passed\n, • Further salary increase on completion of the Diploma\n, • Established Trainee Financial Planner programme\n, • Proven track record of developing high-quality Financial Advisers\n, • Dedicated Adviser Development Manager\n, • Structured individual development plan\n, • Full support towards professional qualifications\n, • Exposure to experienced Chartered Financial Planners and Advisers\n, • Modern central London office\n, • 32 days annual leave including bank holidays\n, • Option to buy and sell holiday\n, • Private medical insurance\n, • Income protection\n, • Death in Service\n, • Company pension scheme\n, • Rail Season Ticket Loan\n, • Regular team and company-wide social events\n\n Who Would This Suit? \n This programme is designed for people who are genuinely committed to building a career in financial advice. \n We're looking for someone who: \n\n • Has a genuine interest in financial planning and becoming a Financial Adviser\n, • Is committed to learning and developing over the course of the programme\n, • Has excellent communication and relationship-building skills\n, • Works well with others and enjoys being part of a collaborative team\n, • Is dependable, professional and takes responsibility for their work\n, • Has the ambition and drive to achieve their goals\n, • Demonstrates integrity and a client-focused approach\n, • Is comfortable developing their networking and relationship-building skills\n, • Is willing to put the work into both the technical qualifications and the softer skills required to become a successful Adviser\n\n If becoming a Financial Adviser is something you're genuinely committed to, and you're looking for a business that will invest in you, give you a structured route forward and surround you with people who can help you get there, this is a rare opportunity to start that journey.

We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients. \n The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book. \n This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12–18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level. \n \n Key Responsibilities \n\n • End-to-end processing of new business and ongoing client servicing\n, • Preparing for adviser and client meetings, including valuations, illustrations and meeting packs\n, • Acting as a point of contact for clients and liaising with advisers on their behalf\n, • Maintaining accurate client records and electronic filing systems\n, • Supporting adviser fee, charge and commission queries\n, • Ensuring all activity is completed in line with FCA regulations and internal compliance procedures\n\n (Full job specification available upon request) \n Moore Kingston Smith - Client S… \n \n Candidate Profile \n\n • Experience in a financial services administration role, ideally within IFA or Wealth Management\n, • Strong communication skills and high attention to detail\n, • Well organised with the ability to manage multiple tasks and deadlines\n, • Comfortable working both independently and as part of a team\n, • IT literate, including Microsoft Word and Excel\n, • Interest in career development within financial planning\n\n \n Package & Benefits \n\n • £30,000 – £36,000 base salary\n, • Bonus\n, • Bi-Annual salary reviews\n, • 28 days holiday\n, • Hybrid working (3 days office / 2 home, with some flexibility)\n, • Private medical insurance and comprehensive wellbeing benefits\n, • Strong long-term career development and exam support\n\n \n A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.

Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will have a full client bank to inherit. \n \n Role & Responsibilities: \n \n\n • Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.\n, • Provide fully holistic independent whole of market advice to customers.\n, • Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.\n, • Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.\n, • Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.\n, • Ensure best practice and client outcomes.\n, • Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.\n, • Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.\n\n \n Do you have the following to apply? \n \n\n • RQF level 4 Diploma in Regulated Financial Planning (or equivalent), ideally studying towards or already achieved Chartered Financial Planner status.\n, • Minimum of 3 years experience as a Financial Adviser\n, • Ideally hold SPS Statement of Professional Standing by FCA accredited body\n\n \n Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. \n \n Clayton Davies is acting as an employment agency on behalf of our client.

An established, boutique wealth management firm is seeking a Senior Wealth Planner to join its growing team. The firm operates at the top end of the market, specialising in complex, cross-border financial planning for high-net-worth and internationally mobile clients. \n This is a highly client-facing role within a collaborative “pod” structure, offering the opportunity to work closely with an experienced Senior Wealth Manager and gain exposure to sophisticated financial planning cases. \n The position would suit either: \n\n • A high-level Paraplanner looking to step into a more client-facing, technically complex role, or\n, • A Junior Adviser seeking to develop within a more intellectually challenging and high-end advisory environment\n\n \n The Role \n You will play a key role in supporting the end-to-end client journey, combining technical expertise with client interaction. \n Key responsibilities include: \n\n • Supporting onboarding through to ongoing client relationship management\n, • Attending client meetings, taking notes, and managing follow-up actions\n, • Acting as a key point of contact for clients, delivering a proactive, high-touch service\n, • Preparing detailed client reports, suitability reports, and recommendation documentation\n, • Producing and maintaining cashflow models and financial planning inputs\n, • Assisting with portfolio rebalancing, performance monitoring, and investment analysis\n, • Preparing FX transactions and supporting multi-currency portfolios\n, • Monitoring client accounts and investigating performance anomalies\n, • Liaising with internal teams and external providers to ensure seamless service delivery\n\n \n The role offers significant exposure to complex planning scenarios, including cross-border considerations, tax-efficient structuring, and high-value portfolios. \n \n About the Team \n You will join a well-established and high-performing team led by a Senior Wealth Manager who has progressed internally to Partner level. The environment is collaborative, supportive, and focused on long-term development. \n There is a clear pathway toward Wealth Manager / Adviser level, typically within 3+ years, with flexibility for high performers. \n Candidate Profile \n\n • 2–5+ years’ experience within wealth management, financial planning, or investment management\n, • Background in a Paraplanner, Senior Paraplanner, or Junior Adviser role\n, • Experience supporting client relationships and attending meetings is highly desirable\n, • Strong technical knowledge of financial planning and investment principles\n, • Excellent attention to detail and report writing skills\n, • Strong interpersonal and communication skills\n, • Proactive, organised, and able to manage multiple priorities\n\n \n Qualifications: \n\n • Level 4 Diploma (or working towards) – essential\n, • Progression toward Chartered status advantageous\n, • Package & Benefits\n, • Salary: £50,000 – £75,000 (dependent on experience)\n, • Exceptional Discretionary bonus\n, • Hybrid working (3 days office / 2 from home)\n\n \n Why Apply? \n\n • Work with high-net-worth, complex client cases\n, • Gain hands-on client exposure from day one\n, • Clear pathway to Adviser / Wealth Manager\n, • Join a firm known for technical excellence and high-quality client service\n, • Strong investment in training and professional development\n\n \n If you’re looking to step into a more sophisticated, client-facing planning role within a top-tier environment, this is an excellent opportunity to accelerate your career.

We have a brilliant opportunity for an experienced IFA/Financial Adviser to join a successful wealth manger in London. \n The Role \n We’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business. \n You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection — ensuring clients achieve their financial goals with clarity and confidence. \n \n Key Responsibilities \n\n • Provide expert, independent financial planning and advice to new and existing clients.\n, • Build and maintain long-term client relationships based on trust and integrity.\n, • Conduct comprehensive financial reviews and create bespoke financial plans.\n, • Work closely with paraplanning and administrative teams to deliver exceptional client service.\n, • Stay up-to-date with regulatory changes and market developments.\n, • Identify opportunities for business growth while maintaining the firm’s high ethical standards.\n\n About You \n\n • Minimum 5 years’ experience in financial planning or wealth management.\n, • Proven track record of providing holistic, client-focused advice.\n\n What is offered: \n\n • Competitive salary and bonus structure.\n, • Established and loyal client base.\n, • Ongoing professional development and CPD support.\n, • Supportive, collaborative team culture.\n, • Opportunities to contribute to business strategy and client service innovation.\n

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

Mortgage Compliance Supervisor \n London \n Salary up to £45,000 + Benefits \n Enjoy helping Mortgage Advisers develop, strengthen their advice and deliver consistently positive customer outcomes? \n An established and growing financial services business is looking for a Mortgage Compliance Supervisor to join its adviser oversight function. Working within a large, professional mortgage and protection environment, you'll combine Training & Competence (T&C), adviser supervision, coaching and regulatory oversight to help advisers perform at their best while maintaining strong standards of advice and compliance. \n This is an excellent opportunity for someone who enjoys the people-development side of compliance and can balance regulatory requirements with practical, constructive adviser support. \n The Role \n\n • Lead structured 1:1 supervision and performance reviews with Mortgage and Protection Advisers\n, • Assess adviser competence, performance and ongoing development\n, • Provide coaching, constructive feedback and clear development support\n, • Support new advisers through the Training & Competence framework towards competency\n, • Maintain accurate supervision records, action plans and development notes\n, • Identify emerging conduct, compliance or customer-outcome risks and escalate appropriately\n, • Provide practical guidance around FCA regulation, internal policy and best practice\n, • Act as a trusted point of contact for advisers with compliance and regulatory queries\n, • Build collaborative relationships across Compliance, Management and Adviser teams\n, • Keep up to date with FCA requirements, Consumer Duty, AML and financial crime**\n, • Support regulatory change, internal projects and continuous improvement across the business\n\n About You \n\n • Experience in Mortgage Adviser supervision, T&C, Mortgage Compliance or adviser oversight.\n, • Experienced Mortgage Brokers looking to move into Compliance or T&C will also be considered.\n, • Good understanding of the UK mortgage and protection market.\n, • CeMAP or equivalent desirable.\n, • Strong knowledge of FCA regulation, Consumer Duty, AML and conduct risk.\n, • Coaching-led, confident and able to challenge constructively.\n, • Strong communication, relationship-building and organisational skills.\n, • Pragmatic, supportive and comfortable using systems and data.\n\n You may currently be working as a Compliance Supervisor, T&C Supervisor, Mortgage Compliance Officer, Adviser Supervisor, Compliance Consultant, Mortgage Broker or Mortgage Adviser. \n What's On Offer? \n\n • Basic salary up to £45,000, depending on experience\n, • Generous holiday allowance\n, • Contributory pension scheme\n, • Ongoing professional development\n, • Support towards further industry qualifications\n, • Exposure to an established and growing adviser population\n, • Opportunity to influence adviser development and advice standards\n, • A collaborative environment where Compliance works closely with the wider business\n, • Long-term career development within financial services\n\n Looking to make a real impact on adviser performance, compliance standards and customer outcomes? Apply today for a confidential conversation. \n Equal Opportunities \n Aspired Careers is committed to providing equal opportunities for all applicants. We welcome applications from people of every background and do not discriminate on the basis of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex or sexual orientation. We are committed to creating an inclusive recruitment process in which everyone is treated with dignity and respect. If you require a reasonable adjustment at any stage of the recruitment process, please let us know. \n \n \n Mortgage Compliance Supervisor, Compliance Supervisor, T&C Supervisor, Training and Competence Supervisor, Training & Competence, Mortgage Compliance, Protection Compliance, Mortgage Adviser Supervision, Adviser Supervision, Adviser Oversight, Adviser Development, Mortgage Adviser Support, Protection Adviser Support, FCA Compliance, FCA Regulation, Consumer Duty, AML, Financial Crime, Conduct Risk, Competence Assessment, Competence Sign Off, Regulatory Compliance, Regulatory Oversight, First Line Oversight, Financial Services Compliance, Mortgage Compliance Jobs, Compliance Jobs London, CeMAP, Coaching, Adviser Coaching

Your new company \n A highly respected Lloyd's market insurance business based in the City of London is seeking an experienced Head of Compliance to lead and develop its compliance function. Operating within a dynamic and regulated environment, the organisation has a strong reputation for underwriting excellence and is committed to maintaining the highest standards of regulatory governance and compliance across its operations.This is an exciting opportunity to join a growing and well-established insurer at a senior leadership level, playing a pivotal role in shaping the compliance strategy and ensuring the organisation remains fully aligned with evolving regulatory expectations. \n Your new role \n As Head of Compliance, you will hold responsibility for leading the compliance framework across the business, acting as a key adviser to the executive team and Board on regulatory matters. The successful candidate will be approved to hold SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) responsibilities and will ensure the organisation maintains strong relationships with both the FCA and PRA. \n You will oversee the design, implementation and ongoing enhancement of the compliance monitoring programme, ensuring robust systems and controls are in place to identify, assess and mitigate regulatory risks. Working closely with senior stakeholders across underwriting, operations, risk and finance, you will provide expert guidance on regulatory developments and their impact on the business. \n The role will also involve managing regulatory reporting requirements, leading compliance reviews and investigations where required, overseeing financial crime and AML frameworks, and promoting a strong culture of compliance throughout the organisation. You will regularly engage with Lloyd's market requirements and ensure the business continues to operate in line with regulatory obligations and best practice standards. \n What you'll need to succeed \n To be successful in this role, you will be an experienced compliance leader with a strong track record within the London Market or Lloyd's insurance sector. You will possess in-depth knowledge of FCA and PRA regulations, as well as experience operating within the Senior Managers & Certification Regime, including previous experience holding or being approved for SMF16 and/or SMF17 responsibilities. \n You will have demonstrable experience developing and managing compliance monitoring frameworks, advising senior stakeholders on regulatory matters and implementing effective governance and control environments. A strong understanding of financial crime, anti-money laundering requirements, conduct risk and regulatory change management is essential.The successful individual will possess excellent stakeholder management and communication skills, with the ability to influence at Board and Executive Committee level. Experience working within a Lloyd's syndicate, managing agent or Lloyd's market insurer will be highly advantageous. \n What you'll get in return \n This is an opportunity to join a highly regarded Lloyd's insurance business in a key leadership position, where you will have significant influence over the compliance strategy and regulatory framework of the organisation. You will work alongside an experienced leadership team and play a crucial role in supporting the continued growth and success of the business. \n Flexible working options available, with a hybrid working model based in the City of London. A competitive salary and comprehensive benefits package are on offer, alongside excellent opportunities for professional development and career progression. \n Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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

Realistic earnings £55-60,000 (uncapped) \n Please note this is a self-employed role. \n \n Our client is an Independent Financial Advice (IFA) firm specialising in \n pensions retirement planning, savings, investments, mortgages, equity release \n and protection. \n \n As part of the growth of their newly acquired mortgage directly authorised brokerage, they are seeking to appoint an experienced mortgage and protection adviser to work remotely on qualified appointments generated in house from new and existing clients. \n To be considered for this role you must meet the following criteria. \n\n • Hold for Cemap or equivalent.\n, • Have a minimum of 18 months experience within whole of market advising and have experience of advising virtually.\n, • Must be prepared to work 4 evenings per week on average as around 65% of clients request and evening appointment.\n, • Finally, a proven track record of writing quality volume business together with a genuine desire to achieve a significant income.\n\n They client will provide you with two qualified fact find appointments per day. \n As previously mentioned, the client has a substantial client bank and is also actively marketing new leads for their mortgage team. They have a highly professional proven vetting process geared to ensuring the appointments they provide you with are of the highest quality. \n If you are suitably qualified and relevant virtual broking experience our client is seeking and are happy working from home on qualified appointments, please forward me an up-to-date CV today. \n Please note.