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Amberside Advisors - Financial Advisory Transaction Lead. We are seeking a highly motivated and client-focused Independent Financial Adviser to provide impartial financial advice and planning services. Sign in to set job alerts for “Independent Financial Advisor” roles.

A growing specialist lender in Watford is seeking a Collections / Customer Service Adviser. Candidates should have experience in collections or arrears in financial services, excellent communication abilities, and a strong understanding of regulatory standards.

A fast-growing financial advisory firm in the UK is seeking qualified Financial Advisers to join their innovative team.This role focuses on building client relationships, providing holistic financial advice, and leveraging technology to enhance service delivery.Ideal candidates will be passionate ab

Financial Adviser (Self-Employed) - London. Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. Type of Position: Financial Adviser (Self-Employed) - London.

Type of Position: Financial Adviser - London.Our client is looking for a Financial Adviser to join their established team in this St.This is a hybrid role, with only 3 days in the London office.They are looking for candidates with over 3 years of SJP experience in a previous practice.Client Relation

Broad understanding of financial services public policy issues as well as current affairs and the UK political system. Our client is looking for an exceptional Government Affairs Adviser to support their political advocacy work in the UK. UK households now using the services of their members.

A leading financial advisory firm seeks a Financial Adviser in London.The role involves serving high-net-worth clients with exclusive, pre-booked appointments and a focus on personalized financial advice.Ideal candidates have at least 2 years of experience in financial advising and a Level 4 Diploma

Candidates should have a Level 4 Diploma in paraplanning and ideally 2+ years of experience. The position involves working with a high billing adviser on financial reporting and enhancements in client service.

Collections / Customer Service Adviser. We’re looking for a Collections / Customer Service Adviser to join a growing specialist lender in Watford. If you have collections or arrears experience in financial services and enjoy helping customers find solutions, this could be a great next step.

A growing wealth management firm is seeking a Financial Adviser / Wealth Manager to provide a full spectrum of wealth management advice to clients.This role involves client meetings in Oxfordshire and London, with the flexibility of working from home after the probation period.Ideal candidates will

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. A comprehensive, structured training programme and exam support designed to help you achieve your Lev

Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture. The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role. To start you off, you will be: Attending client meetings alongside Wealth Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Additional time off including: Extra days over Christmas Monthly early finish ("Family Friday") Additional leave with service Regular team socials and company events Daily breakfast in the office

Self-Employed Mortgage Adviser Experienced Mortgage Advisers or high-performing sales professionals Sales-Driven | High Earnings £100k+ Year 1 | £150–£200k+ Year 2 | Top performers £250k+ Hammersmith | Full-time You don’t need to be a Mortgage Adviser yet &m

A leading Top 10 accountancy and advisory firm is seeking a Private Client Tax Director to join its growing team in Leeds . This team advises a diverse client base including high-net-worth individuals, entrepreneurs, trusts, private equity executives and family-owned businesses , supporting them with complex tax planning, compliance and long-term wealth structuring. The role offers the opportunity to act as a trusted adviser to clients with sophisticated tax affairs while playing a key role in leading and developing a high-performing team. The Role As a Director, you will take responsibility for leading client relationships, delivering high-quality tax advice and supporting the continued growth of the private client practice. You will work closely with Partners and senior leadership while helping shape the strategic direction of the team. Key responsibilities include: Managing a portfolio of high-net-worth individuals, families and entrepreneurial clients , acting as a trusted adviser on complex tax matters Providing strategic advice across areas such as succession planning, wealth structuring, and business restructuring Overseeing the delivery of both advisory and compliance work , ensuring technical excellence and high standards of client service Leading large or complex client engagements and coordinating multidisciplinary teams where required Maintaining and developing strong client relationships while identifying opportunities to expand existing engagements Managing WIP, billing and financial performance across your portfolio Supporting business development initiatives and contributing to the continued growth of the private client practice Coaching and mentoring junior team members, helping to develop the next generation of leaders within the team Your Experience The successful candidate will typically demonstrate: ACA / CTA qualified (or equivalent) Strong experience advising high-net-worth individuals, entrepreneurs, and private client structures such as trusts and family investment vehicles Proven experience managing complex client portfolios and delivering both advisory and compliance services Strong leadership and people management skills, with experience mentoring junior staff Excellent relationship-building and communication skills Commercial awareness and the ability to identify new business opportunities The ability to lead projects and manage multiple engagements simultaneously This role offers the opportunity to join a well-established and fast-growing private client practice , providing exposure to complex advisory work, high-profile clients and clear progression within a collaborative and entrepreneurial environment TPBN1_UKTJ

Join Our Team as an IFA Administrator! Are you passionate about providing exceptional support in the financial services sector? Our client, located in the Chancery Lane, is seeking a dedicated IFA Administrator for a temporary contract. As a Senior Administrator, you will play a vital role in delivering high-quality operational support to advisers and clients. Your responsibilities will include: Processing New Business: Accurately manage new business on Curo, ensuring all data meets the required standards. Monitor Progress: Track the progress of new business, ensuring timely follow-ups and resolutions of outstanding actions. Client Records: Update and maintain client information on Curo, ensuring system accuracy through diligent data cleansing. Transaction Management: Handle a range of transactions including withdrawals, contributions, drawdowns, and other essential processes. Meeting Coordination: Schedule and coordinate annual client review meetings, producing high-quality review packs for adviser meetings. Team Support: Provide guidance and mentorship to other Administrators, promoting best practices and maintaining high standards of compliance and client service. What We're Looking For: To thrive in this role, you should possess the following skills and experience: Proven experience within Financial Services, specifically in an IFA environment. A strong understanding of financial products and terminology. Exceptional attention to detail and a commitment to high-quality output. Excellent communication skills, both written and verbal. Strong organizational and time management abilities. A collaborative team player with a proactive attitude. Familiarity with Curo is preferred, and working towards or achieving a Level 4 relevant industry qualification is desirable. A solid understanding of compliance requirements within an IFA setting. Why Join Us? Dynamic Environment: Work in a supportive and energetic team where your contributions truly matter. Convenient Location: Enjoy the perks of working in the heart of London, with easy access to public transport. Growth Opportunities: Gain valuable experience and knowledge in the financial services sector. If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! How to Apply: Please submit your CV and a brief cover letter outlining your relevant experience. We can't wait to meet you! Note: This is a temporary position with the potential for further opportunities. Your passion and professionalism can lead to great things! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Chinese/Mandarin Speaking Mortgage & Protection Consultant Fully remote working within the UK - Min £80k+ p/a - Self-Employed Are you an experienced mortgage and protection adviser, fluent in English, Chinese/Mandarin, looking for a fresh opportunity with autonomy, support, and uncapped earning potential? Yellow Brick Mortgages is seeking a highly motivated, bilingual Mortgage & Protection Consultant to take over an existing book of established Chinese-speaking clients. This is a fantastic chance to leverage your language skills while providing expert financial advice and building long-term client relationships. What We Offer • Leads delivered straight to you, including a warm client bank, • No cold calling, • Top-tier commission splits with truly uncapped earnings, • Startup support to hit the ground running, • Admin support to free you for client work, • Full flexibility and autonomy — work your way, • A trusted brand with 6,500+ 5-star Trustpilot reviews, • A supportive, no-ego culture where you’re genuinely valued, • No targets or heavy-handed oversight What You’ll Be Doing • Providing whole-of-market mortgage and protection advice, • Supporting Chinese/Mandarin-speaking clients across the UK, • Building lasting client relationships based on trust and results, • Advising buyers, investors, and families on mortgage and protection products, • Representing a brand known for ethics, transparency, and exceptional service Who You Are • Fluent in Chinese/Mandarin and English (essential), • 2+ years’ experience in mortgage and protection advice, • CeMAP-qualified (or equivalent), • Strong client-first mindset with a can-do attitude, • Looking for freedom, growth, and a fresh start About You You’re someone who wants to take ownership of your career, help clients secure their financial future, and thrive in a supportive, award-winning environment, without limits on your potential. How to Apply Confidential, no-pressure chat with: Linda Trett, Business Development and Recruitment Manager

Bridging Loan Adviser Overview Are you an organised, customer-focused mortgage professional who enjoys owning cases end-to-end, supporting brokers and clients, and turning enquiries into completed deals? Do you thrive in a fast-paced lending environment where CRM accuracy, compliance, sourcing, and relationship management all matter just as much as great service? If you’re CeMAP qualified, detail-driven, confident on the phone, and managing regulated and unregulated enquiries, this could be the perfect next step in your career. Apply today and grow with us at Key Accountabilities New Enquiries: • Ensure all details are fully completed on CRM immediately once new enquiry received, • Carry out fact find with direct customers where the loan is for a regulated bridging contract, and we will be providing the advice., • Complete sourcing for all new enquiries, • Initial enquiries follow up with call to broker/client, • Check over terms completed by admin and send out with necessary compliance documentation to client/broker, Where the loan is regulated, a recommendation calls to be carried out System: • Keeping notes up to date on all cases, • Ensure that folders are kept tidy, both paper and on the system Introducer due diligence: • Advising compliance of any new brokers so they can request documents Documentation: • Review AIP’s and Offers received – checking all financial details and requirements, • Reviewing documents received and application packs, • Reviewing valuations when received and submit to lender. Updates: • Check case and completion updates for correct content and send to client/broker, • Manage updates from all parties and inform those who require them Skills & Competencies • Clear, Eloquent and Upbeat telephone manner, • Understanding the source of an introduction and when certain types of business (i.e. direct regulated clients) should be passed to appropriate members of staff, • Understanding which regulation applies to which type of application and ensuring the advising broker has the necessary permissions to introduce business of this type, • Lender and product knowledge, • General office skill set, • Ability to manage own diary, manage deadlines and meet targets set, • Full UK driving licence Knowledge & Qualifications • GCSE Maths and English essential, • CeMAP required for handling regulated mortgage contracts Personal Attributes Honesty Self-motivation Enthusiastic Willing to embrace change Ability to think outside the box Detail orientated Team orientated. Effective communicator Disciplined, punctual & focused Works well under pressure Upbeat with a positive attitude Why Join Us? At West One Loans, we’re growing fast and looking for ambitious people who want to be part of our exciting journey. We’ll give you the tools, training, and support you need to succeed, while offering clear opportunities to progress your career. Alongside this, we offer a strong benefits package, including private medical healthcare, 25 days’ annual leave, paid volunteering days, and a host of additional benefits. If you’re ready to build your career with a Specialist Lender and make an impact - click apply today

Welcome to GOLDSTAR CHEFS , the UK's main recruitment hub for Asian themed establishments seeking high calibre international hospitality professionals from around the world as well as within UK. The UK is probably the world's biggest and most advanced global cuisine marketand an attractive jobs market for International Chefs and Hospitality Managers. As a reputed hospitality recruiter (+ hospitality immigration specialist) we are enabling talented professionals like you to be hired within UK's diverse hospitality industry sectors. We represent stable, reputed and principled employers who abide by high standards of employment practices and ethics. A Goldstar Chefs associated employer offers higher salary, long term stability, professional growth as well as exceptional employee care and wellbeing. This position is offered by a Prestige Fine Dining Indian Restaurant in Central London. If you are a passionate and experienced General Manager eager to contribute to a renowned high quality establishment, this is the opportunity youve been waiting for. Are you ready for a new lifetime opportunity to do AMAZING work? Are you ready to discover a brighter, more rewarding and prosperous future for you and your family in UK? Then take a look! Position: General Manager Employer: Prestigious Fine Dining Indian R estaurant Location: London Gross salary package: Circa £45,000 (incl. share of tronc/serv.chge+target led bonus) ** Weekly working hours/days: up to48 hours / 5 days (tbc) Benefits & Entitlements: 28 days paid holiday (pro rata) incentives, employers workplace pension,employee care and wellbeing support + more Responsible for the overall management and performance of the restaurant, ensuring smooth and profitable daily operations across both front and back of house. I oversee all departments to maintain exceptional service, food quality, and operational standards, while driving guest satisfaction through professional handling of feedback and issues. My role includes managing staffing, training, compliance with Health & Safety and Food Safety regulations, and overseeing budgeting, cost control, and profitability. I work closely with Directors, the Head Chef, and managers to implement business strategies, coordinate reservations and events, and maintain strong supplier relationships. I also ensure accurate cash handling, financial reporting, and seamless communication between kitchen and front of house teams. To qualify for selection, you must have the following minimum requirements: - Eligibility to live and work in UK UKVI-compliant English literacy Proven ability to lead, manage and coordinate all aspects of restaurant operations, including financial and staff management, within a premium restaurant environment Minimum 3 years (ideally 5) previous experience in a General Manager or senior restaurant management role Relevant Health & Safety credentials and knowledge of HACCP protocols Resident within commutable distance of up to one hour In addition, youshould also have the following attributes: - Performance, achievement and results driven Leadership qualities Time Management Have an eye for detail Able to work well with others Creative energetic and passionate about delivering culinary excellence Industrial training in a world renowned culinary/hospitality institute A hardworking, fastidious and conscientious individual South health and fitness Bachelors or masters degree in culinary arts or similar FAST PACED AND BE ABLE TO WORK AT SPEED AND UNDER PRESSURE GOOD NEWS IF YOU ARE IN UK ON SPONSORED VISA AND LOOKING FOR ARE NEW SPONSOR : For assurance and peace of mind we place you with stable and reliable Goldstar Chefs approved sponsor employers only . We source you fantastic UK job opportunities and present your profile to a high standard. For BEST salary awards, personal growth and long-term job satisfaction choose to work for Goldstar Chefs accredited organisations. Boost your chances of being shortlisted by sending a video demo of your skills, photos of dishes you specialise in and /or have created, Instagram link (if avail.) menus you have worked on, plus any commendations and references to hand. This vacancy is open to qualifying international, and non settled as well as settled UK candidates. Important note: UK APPLICANTS- Prospective employers may ask for proof of right to work in UK (e.g., passport copy or other eligible evidence) to be sent by email or post before calling you for onsite interview. If you cannot or will not provide in advance your application may be rejected. You must produce evidence in original form at time of interview. OVERSEAS APPLICANTS - Kindly note relevant fees/charges relating to UKVI Skilled Worker Sponsorship are borne by you (incl.travel to UK) (employer pays relevant UKVI sponsor fees). If you are eligible for the post and agree to the aforementioned in principle, we will send you full details and related costs of UK employment and visa formalities. ** Please note the salary figure stated in ths ad is based on the minimum immigration salary as stated in the Certificate of Sponsorship (COS) PLUS variable bonuses such tronc/service charge /tips etc. Please note Goldstar Chefs do NOT ask for upfront payment for shortlisting your CV for this vacancy. DUE TO EXPECTED VOLUME OF RESPONSES WEARE UNABLE TODEALWITH PHONE INQUIRIES SO PLEASE DO NOT CALL, WE WILL CONTACT YOU IF SHORTLISTED Goldstar Chefs are a nationwide recruitment organisation serving the UK's hospitality industry. We are also a UK government (IAA) regulated immigration adviser with specialist expertise in dealing with UKVI SkilledWorkers sponsorship formalities for both employees and employers. Goldstar Chefs are a Corporate Member of The Recruitment & Employment Confederation (REC). Closing date: 29.04.2026 TPBN1_UKCT

Role: Senior Client Servicing Executive Salary: £35,000 per annum Location: Knightsbridge Permanent | Hybrid (2 days office, 3 home) Purpose: To support high‑quality client servicing across a Financial Wealth Management Practice, ensuring a seamless adviser–client experience, strong regulatory adherence and efficient daily operations. Key Responsibilities Client Servicing & Workflow Management • Manage annual review workflows: open/close advice records, track adviser actions and upload documentation accurately., • Ensure annual review letters are completed via Pano within required timeframes and meet Consumer Duty standards., • Maintain accurate Salesforce records including meeting outcomes, client notes, tasks and value‑of‑advice updates., • Oversee client meeting booking processes and ensure client engagement procedures are followed for overdue reviews. Compliance & Suitability • Track Interim Suitability Reports on Salesforce and support advisers with required follow‑ups., • Conduct monthly checks on open advice records, ensuring closures are timely and within regulatory cycles. Ongoing Client Care • Support advisers in preparing and sending regulated review letters., • Manage client segmentation and ensure service levels match segment criteria., • Log all client communication and ensure wealth account updates are issued on schedule. Client Onboarding & Prospect Management • Follow onboarding standards: CFR completion, meeting setup, segmentation and campaign assignments., • Run monthly prospect checks, ensuring timely follow‑ups, accurate Salesforce updates and reporting information. Marketing & Feedback • Support Salesforce marketing campaigns., • Collect and record client feedback post‑review or post‑business., • Monitor Partner Quality Scores and support actions to meet annual targets. General Compliance • Take responsibility for personal compliance and due diligence. Person Specification Experience & Knowledge • Experience in office support, ideally within financial services., • Familiarity with regulation and legislation (desirable)., • Confident user of CRM systems, especially Salesforce. Skills & Behaviours • Strong client service skills with excellent telephone and written communication., • Highly organised with strong attention to detail and ability to multitask., • Proficient in Microsoft Office suite., • Calm under pressure, collaborative and solutions‑focused., • Positive, adaptable and proactive

Are you looking for your next move in operations and a role that can take your experience to the next level? Do you want to work for a business that truly puts its people first? Are you the person who keeps everything running behind the scenes but sometimes feels your contribution isn’t fully recognised? If so, this could be the opportunity you’ve been looking for. A growing financial services firm is looking for an Operations Coordinator to support the day-to-day running of the business across mortgages, protection and wealth advice. Reporting to the Operations Manager (Head of Operations), you will play a key role in ensuring operational processes run smoothly while supporting advisers and the wider team. Key Responsibilities • Arranging adviser and internal meetings • Booking meeting rooms and managing logistics • Supporting adviser joiner and leaver processes • Preparing onboarding documentation • Acting as the link between the firm and the network • Providing day-to-day operational support to advisers What We’re Looking For • Administration or operations experience (financial services beneficial) • Highly organised with strong attention to detail • Strong communication and organisational skills • Someone who enjoys working in a fast-paced environment Why Join? • Join a growing financial services business • Work across mortgages, protection and wealth advice • Opportunity to develop your career within operations

Head of Finance – Private Estate & Family Office Rutland | £70,000–£90,000 FTE | Part-Time (3–4 days per week) Would you like to shape the future of a significant and dynamic private estate? Are you ready to bring fresh thinking, modern systems and real financial leadership to an entrepreneurial and ambitious family office moving forward? About the Organisation A well-established and diverse private estate based in Rutland is seeking a Head of Finance. This is a newly created role within a family office overseeing a broad and varied portfolio of interests including a large-scale farming and agricultural operation, an eco-tourism venture, a residential property portfolio, private companies, investment interests and a partnership structure. The principal is forward-thinking, decisive and ready to modernise. They are looking for someone who can bring clarity, structure and strategic insight to the finance function while acting as a trusted and discreet adviser at the highest level. The Role This is a hands-on, build-it position with genuine autonomy and scope. You will take full ownership of the finance function across a complex multi-entity structure, working closely with the principal and a small close-knit team. Your responsibilities will include: Preparation and consolidation of management accounts across all entities Budgeting, forecasting and cashflow management Oversight of statutory accounts, year-end and intercompany reconciliations Tax oversight spanning corporate, personal, trust and estate matters including VAT Liaison with external tax advisers and accountants Monitoring investments, assets and capital expenditure Leading a review of current systems including Farmplan and the Microsoft suite with a mandate to modernise, automate and streamline About You You are a fully qualified accountant (ACA / ACCA or equivalent) ideally with a background in private practice, family office, private estate or an UHNW environment. You will be comfortable operating independently, taking ownership and rolling your sleeves up without the support of a large team beneath you. You will bring: Experience across multi-entity or complex owner-managed structures Familiarity with agricultural or estate accounting (Farmplan experience a real advantage) Confidence working with cloud-based finance platforms and advanced Excel A proactive and entrepreneurial mindset with an appetite for improvement The highest levels of discretion, professionalism and personal integrity Why This Role This is a rare opportunity to step into a senior, autonomous position within a private and long-term environment. For the right person it offers variety, real influence and the chance to shape the future of a dynamic private estate. If you are a commercially astute, technically strong accountant looking for a role where your impact will be felt from day one, we would love to hear from you. Please apply with your CV and tell me how Rutland works logistically for you and why a private estate environment appeals. TPBN1_UKTJ

Northreach is a dynamic recruitment agency that connects businesses with top talent in financial services, fintech, and digital sectors. We specialize in providing a seamless recruitment experience for clients and candidates, fostering innovation and professional growth. Northreach is supporting a high-growth fintech business that is transforming how pensions are delivered in the UK. With strong backing, a modern technology platform, and significant traction in the market, the business is now scaling its partnerships function as a core growth engine. They are looking for a Head of Partnerships to take ownership of multiple intermediary channels, including financial advisers and accountancy firms. This is a senior, hands-on leadership role where you will define strategy, drive commercial performance, and build a scalable partnerships engine across key distribution channels. Responsibilities • Own and scale the partnerships strategy across adviser and accountancy channels, • Build and manage relationships with IFAs, accountancy firms, payroll providers, and intermediaries, • Convert partners into active advocates, driving referrals, placements, and revenue growth, • Lead high-impact, consultative conversations focused on education, trust, and long-term value, • Drive revenue performance across multiple partner-led channels, • Lead and develop a team of SDRs and Account Managers across outreach, activation, and growth, • Ensure alignment across pipeline generation, conversion, and partner success, • Refine go-to-market strategy, ICP, and qualification criteria for different partner types, • Improve conversion across the full funnel from initial engagement through to long-term partnerships, • Own pipeline visibility, forecasting, and CRM hygiene across the partnerships function, • Work cross-functionally with Sales, Marketing, Product, and Leadership to improve messaging and partner experience, • Feed back market insight to shape product, positioning, and commercial strategy Requirements • Proven experience in partnerships, business development, or commercial leadership roles, • Strong experience working with intermediaries such as IFAs, accountants, payroll providers, or financial advisers, • Track record of building and scaling partnership or channel sales functions, • Experience managing or mentoring commercial teams (SDRs, Account Managers, or similar), • Strong consultative selling skills, including discovery, objection handling, and relationship building, • Experience selling regulated or trust-based financial products, • Ability to operate both strategically and hands-on in a high-growth environment, • Strong commercial mindset with a focus on revenue performance and scalable growth Nice to have • Experience in pensions, employee benefits, or workplace savings, • Background in fintech, SaaS, financial services, or accounting software, • Existing network across advisers or accountancy firms, • Experience in a scale-up or high-growth business Why consider this role • Opportunity to own and scale a core revenue channel within a fast-growing fintech, • High visibility role working closely with senior leadership, • Blend of strategy, execution, and team leadership, • Strong product-market fit in a large, underpenetrated market, • Ambitious, collaborative, and mission-driven culture Interested candidates are encouraged to apply via Northreach for a confidential discussion

Job Title: Lead Tax Manager Location: Hybrid – can be based anywhere in the UK, with 40–60% attendance at a local office – London, Birmingham, Bristol, Newcastle, Reading and York (team locations include York, Cambridge, Manchester, Carlisle) Contract Duration: 6 Months Daily Rate: £600/day (Umbrella – Maximum) IR35 Status: Inside IR35 The Lead Tax Manager will provide senior-level tax expertise across the Group, covering the organisation and its Arm’s Length Bodies. The post holder acts as the lead specialist for IR35, taxable benefits, and corporation tax, while supporting VAT compliance as part of the wider Compliance & Financial Accounting Team. The role spans operational tax work, process improvement, advisory activity, and stakeholder engagement, including interactions with HMRC and the Government Tax Centre of Excellence. Key Responsibilities Lead IR35 compliance across the Group, setting and maintaining robust processes and guidance. Oversee data capture and review for PAYE Settlement Agreement (PSA) returns for the organisation and ALB's. Ensure full compliance and governance for all taxable benefits. Manage the corporation tax function for Natural England, including accurate and timely re-turns. Maintain tax policies, guidance notes, and training materials across the organisation. Act as senior tax adviser on complex, ambiguous or high risk tax queries. Work collaboratively with the wider tax team across VAT, benefits, IR35, and corp tax. Engage externally with HMRC and the Tax Centre of Excellence as required. Represent tax interests in finance system changes and upgrades. Build strong working relationships with stakeholders and communicate clearly with senior leaders. Background / Context: Role is a temporary backfill due to several G7 departures. Workload includes corporation tax, PAYE, and an IR35 review project (ongoing beyond March). Supports a geographically dispersed SEO team and contributes to group wide tax processes. Essential Skills / Experience Strong technical tax expertise, especially: IR35 Taxable benefits Corporation tax Ability to interpret and apply tax legislation. Strong stakeholder management and relationship building skills. Clear communicator able to simplify complex technical issues. Experience supporting or leading dispersed teams. Excellent organisational and project delivery skills. Strong analytical/problem solving capability. Comfortable working in a changing, multi body public sector environment. Desirable Public Sector or Central Government experience. Strong Excel skills. Qualifications CTA, CCAB or ATT qualified or demonstrable equivalent experience. Disability Confident As a member of the disability confident scheme, CLIENT guarantees to interview all candidates who have a disability and who meet all the essential criteria for the vacancy. In cases where we have a high volume of candidates who have a disability who meet all the essential criteria, we will interview the best candidates from within that group. Armed Forces Covenant CLIENT is proud to support the Armed Forces Covenant and as such, we guarantee to interview all veterans or spouses / partners of military personnel who meet all the essential criteria for the vacancy. In cases where we have a high volume of ex-military candidates / military spouses or partners, who meet all of the essential criteria, we will interview the best candidates from within that group. If you qualify for the above, please notify us on (phone number removed). We will be in touch to discuss your suitability and arrange your Guaranteed Interview. Should you require reasonable adjustments at any point during the recruitment process or if there is a more accessible way for us to communicate, please do let me know. To apply for this role please submit your latest CV or contact Aspect Resources on (phone number removed)

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. 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. Key Responsibilities: • Conduct research on complex UK and international tax issues • Prepare clear, concise tax advisory reports • Support senior professionals on advisory and contentious matters • Advise on private client, corporate, trust, and property-related tax issues • Assist with enquiries, disputes, and regulatory matters • Liaise with clients and professional advisers • Manage multiple assignments independently under time pressure Requirements: • CTA qualified with post-qualified advisory experience • Strong background in tax advisory within professional services • Excellent academic record (minimum 2:1 or equivalent) • Experience across key taxes (IT, CGT, IHT, Corporate Tax, VAT) • Knowledge of UK legal principles (trusts, companies, land law, etc.) • Strong report writing and analytical skills • Excellent communication and ability to work independently Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. 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

Operations Manager - Financial Advice London EC1A £45,000 – £55,000 + Bonus & Benefits We’re looking for an experienced Operations Manager to oversee day-to-day business operations, ensuring efficiency, compliance, and profitability, of our Independant Financial Advisory business. This role bridges strategy and execution, supporting business growth and smooth internal processes. Key Responsibilities Finance & Operations • Oversee income reconciliation, payroll, and bank reconciliation, • Support management accounts and financial reporting, • Manage CRM systems and third-party tech stack Compliance & Regulation • Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C), • Liaise with compliance consultants and regulatory bodies, • Monitor file reviews and management information (MI), • Lead internal committees and adviser reviews HR & Administration • Manage recruitment, contracts, and staff reviews, • Oversee incentives and team performance, • Support business planning, board meetings, and IT/security, • Coordinate marketing activity and supplier relationships About You • 5+ years’ experience in operations or senior admin within a regulated financial environment, • Experience managing teams, • Degree educated (preferred), • Professional qualifications (Level 4 Diploma, Prince2, or accounting – desirable), • Strong Excel and financial systems knowledge You’re organised, detail-oriented, proactive, and a strong team player with a positive, can-do attitude. Benefits • Quarterly bonus (up to £11,000 p.a.), • Private medical & travel insurance, • Gym membership, • Excellent pension, • Flexible working (2 days from home), • Generous holiday allowance

Our award winning, multi-disciplinary advisory, tax and audit client with national and global presence, now seeks to recruit an experienced Compliance Manager. Are you a seasoned compliance professional looking for a role where you can genuinely influence how a growing financial planning business operates? This is a fantastic opportunity to join a progressive advisory team where compliance is seen as a strategic partner to the business, not just a control function. You’ll work closely with advisers and senior leaders, helping to shape processes, support high-quality advice and ensure the firm continues to meet the highest regulatory standards while it grows. The Opportunity This is a high-impact role within an expanding financial planning business. You’ll take ownership of the compliance framework while acting as a trusted advisor to the business, helping advisers deliver great client outcomes while navigating regulatory requirements with confidence. It’s an ideal role for someone who: • Is ready to step up into a senior compliance position, or wants to play a bigger, more strategic role in a growing advisory firm., • You’ll have the autonomy to improve processes, influence culture, and shape how compliance supports the business. What You’ll Be Doing: • Acting as the key contact for FCA regulatory compliance, • Maintaining and improving compliance policies, procedures, and controls, • Leading compliance monitoring, file reviews, and risk assessments, • Reviewing advice quality and client outcomes, • Managing and investigating complaints, • Supporting advisers with practical compliance guidance, • Delivering compliance training and adviser competency oversight, • Supporting AML, financial crime, and data protection frameworks, • Producing compliance insights and reporting for senior management What our client is looking for: • Experience in financial services/advisory/wealth management compliance, • Strong understanding of FCA rules and regulatory frameworks, • Experience in compliance monitoring and risk management, • Excellent communication skills and the ability to build trusted relationships with advisers, • A proactive mindset and strong professional judgement, • Well qualified, minimum Level 4 or Advanced Diploma, Chartered status highly desirable. Why This Role stands out: • Join a growing and ambitious financial planning business, • Work directly with senior leadership and experienced advisers, • A role where compliance is valued and influential, • Opportunity to shape processes and make a real impact, • Strong platform for career progression in compliance leadership The business offers genuine career opportunities and their reputation is second to none. Please apply to us here at Recruit Wealth for an immediate response

Trainee Mortgage & Protection Advisor UK Wide – Home Based Are you a Mortgage & Protection Advisor looking for more freedom, more leads, more flexibility and higher earning potential? Or are you a Trainee Mortgage & Protection Advisor, fully CeMap Qualified with a Sales background and looking to get the best possible start in your Advisory career whilst receiving all of the above? Either way, this opportunity offers everything you need to be a highly successful and fully competent Mortgage & Protection Advisor. Our client was established in 1993, and is dedicated to providing exceptional financial advice tailored to their clients' unique needs. They have built their reputation on high-quality guidance, resulting in significant growth driven by client referrals. As one of the leading firms within the Openwork Partnership network, they continue to expand their reach nationwide. Position Overview We are seeking skilled and passionate self-employed mortgage consultants to join our dynamic team. This is a fully remote position that allows you to manage your own schedule while delivering comprehensive advice and recommendations to clients. You will engage with both new and existing clients and work with introducers to enhance referral opportunities. What We Offer • Complete flexibility with remote work arrangements. • All necessary IT equipment provided at no cost. • Attractive commission structure of 60/40. • Access to high-quality leads. • Approved marketing materials and support to foster your self-generated opportunities. Your Responsibilities • Deliver high-quality mortgage and protection advice to clients. • Develop and nurture strong business relationships with lenders and service providers. • Stay informed about industry trends and updates. Qualifications for Success • Must possess full CeMAP qualification or equivalent to provide mortgage and protection advice. • A genuine passion for customer service and achieving the best outcomes for clients. • Professional demeanour and strong rapport-building skills. • Excellent written and verbal communication skills. Our client is part of The Openwork Partnership, one of the UK's largest and most established financial advice networks. We seek mortgage consultants who prioritize client needs and place them at the centre of their work. This role is ideal for a proactive mortgage adviser who excels at establishing trust-based relationships. If you're an ambitious Adviser or a Trainee Advisor, looking for a supportive company to propel your success, we encourage you to apply

The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest Award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Paraplanner, Responsibilities: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the clients requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) A strong technology, problem-solving and mathematical aptitude. Paraplanner, Behaviours and Competencies: Youll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs. You will confidently build relationships with clients, colleagues and connections. Youll be a real team player who naturally collaborates with others, understands and appreciates others experiences, manages workflow and delegates tasks effectively. You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm. Paradigm Norton are proud to boast one of the most talented and highly qualified financial planning teams in the UK and they place people at the heart of their company values. The successful Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their partners and values and rewards individual contributions. Dawn OShea is the recruitment partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail. TPBN1_UKTJ

Paraplanner If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommendations. You will be involved throughout the advice process, producing tailored suitability reports, undertaking detailed research and supporting ongoing annual reviews. You will handle a wide variety of cases across pensions, investments, protection and estate planning, giving you the chance to broaden your technical exposure. This role is well suited to someone who enjoys getting into the detail, thrives on accuracy, and wants to be part of a growing advice function where ideas for improvement are genuinely welcomed. The firm continues to expand nationally, meaning future opportunities may include progression into senior paraplanning, technical specialisms or adviser routes, depending on your ambitions. Paraplanner Requirements Essential - Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential - Minimum 2 years Paraplanning experience within a UK financial planning environment Essential - Strong technical knowledge across pensions, investments and protection Essential - Experience producing suitability reports and supporting advisers throughout the advice process Desirable - Experience using financial planning software or research tools The Company You will be joining a successful, growing UK financial planning business known for its supportive environment, structured development and commitment to delivering high quality advice. The company blends a collaborative office culture with flexible working arrangements. Paraplanner Benefits Salary up to £50,000 depending on experience Hybrid working with minimum 1 day per week in the office (fully remote considered for strong candidates living outside a reasonable commute) Employer pension contributions from day one, matched up to 5% Life assurance (multiple of basic salary after qualifying period) Access to 24/7 GP health support Income protection Health cash plan and wellbeing support Optional private medical insurance Long service rewards, paid volunteering day and cycle to work scheme Location Hybrid working with access to a Bristol based office. Strong remote candidates from other UK regions may be considered. If you feel this opportunity aligns with your skills and ambitions, please apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information TPBN1_UKTJ

Role: Technical Administrator Salary: £35,000 per annum Location: Knightsbridge Permanent | Hybrid (Knightsbridge + Home) Purpose: To provide a high‑level technical and administrative support to Advisers, ensuring client files, compliance tasks and technical queries are handled accurately and efficiently. Act as a key contact for clients and external partners to ensure a seamless, timely and compliant service. Key Responsibilities Technical & Adviser Support • Provide advanced administrative and technical support on complex client cases., • Liaise with Tax, Technical, Protection and Pension helplines to resolve queries., • Prepare adviser meeting packs including compliance documentation, CFRs, presentations and research., • Maintain accurate, up‑to‑date client files and identification records. Client Queries & Servicing • Manage ad‑hoc client requests including withdrawals, valuations, surrenders and wealth account updates., • Handle Letters of Authority: creation, chasing providers, logging on Salesforce, and reviewing ceding scheme information., • Support clients with a professional, proactive and relationship‑focused approach. Compliance & Regulatory Administration • Complete AML, ID&V and documentation checks., • Ensure offshore residences, trusts and vulnerable client records are up to date., • Stay current with regulatory changes, Business Assurance requirements and template updates. Salesforce & Workflow Management • Ensure all client data, CFRs and advice record information meet Business Assurance standards., • Follow workflow processes and contribute to improvements where needed., • Manage end‑to‑end advice processes, updating advice records across business submissions and annual reviews. Technical Preparation & Submissions • Prepare illustrations and submit applications., • Complete Advice Sets accurately and within submission timeframes., • Carry out calculations, analytics, external plan summaries, carry forward reports, Voyant prep and DocuSign tasks. Project Support • Assist with strategic initiatives and operational projects as required. Person Specification Experience & Knowledge • Strong administrative experience, ideally in financial services., • Understanding of financial services regulation and processes., • Confident working with CRM systems, especially Salesforce. Skills & Behaviours • Excellent communication and relationship‑building skills., • Strong client focus with professional telephone manner., • High level of organisation, accuracy and attention to detail., • Ability to manage multiple priorities and remain calm under pressure., • Proactive, positive and adaptable with a problem‑solving mindset., • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

Welcome to GOLDSTAR CHEFS , the UK's main recruitment hub for Chefs and Hospitality Professionals already in UK who are urgently seeking new Skilled Worker Visa sponsorship? Has your current employer lost their Sponsor Licence, or cannot get COS, or awaiting new licence, or is unable to continue your sponsored employment for other reasons? WOULD YOU LIKE TO ACQUIRE OWN BUSINESS IN WHICH YOU CAN SPONSOR YOURSELF, GIVING YOU CONTROL, STABILITY AND A MORE SECURE PATHWAY TO FUTURE SETTLEMENT AND FINANCIAL PROSPERITY? Many restaurants are closing due to owners defaulting in finances, taxation, sponsor compliance and other ownership irregularities, which is resulting in sponsor licence and visa cancellations. The Home Office and HMRC are actively targeting the industry, especially Asian themed restaurants, for trading and tax irregularities, as well as immigration non compliance, with thousands at risk across the UK. You may already be concerned about the security and stability of your sponsorship, or you have already been notified of your sponsor's licence revocation. If so we can assist you in seeking 'self sponsorship' opportunities that involve acquiring your own business. We can introduce you to business opportunities involving reliable and stable Goldstar Chefs approved sponsors who abide by high standards of employment business practices and ethics, and who can assist in YOU in taking full or part ownership of their businesses, and guide you towards your own success. Please note such arrangements will require you to have funding available for business purchase. You should also have experience of a running a restaurant or a catering business, or be working with a business partner / investor who has. Please also note additional professional fees for business fulfilment will apply. For your added peace of mind, a Goldstar Chefs associated employer's sponsor licence is kept secure by Goldstar Plus Sponsor Management System, which ensures the utmost strongest and scrupulous compliance, and able to satisfy the most stringent Home Office inspection. We can also introduce you to like minded individuals with whom you can partner up with. This can be useful for collaboration as well as funding support. We will take of the whole process from A to Z. We will introduce you to a selection of ideal businesses, potential collaboraters and co investors. We will deal with company formation and structuring, making you Director and all business acquisition and setting up formalities. We will also deal with sponsorship and immigration formalities accordingly. Are you a creative, passionate business minded hospitality professional committed to your ambition of forging a career in UK and need a more secure and sustainable pathwayfor you and your family? Then get in touch! Send us CV and a full copy of your current Certificate of Sponsorship (COS) Position: Specialist Chef De Partie, Sous Chefs, Head Chefs, Restaurant Managers Employer: Goldstar Chefs approved reputable and stable sponsoring establishments Location: UK wide Gross salary package :circa £40,000 + (incl.share of serv.charge+targeted bonus) Weekly working hours/days: up to 48 hours / 5 days (tbc) Benefits & Entitlements: 28 days paid holiday (pro rata) incentives, employers workplace pension,employee care and wellbeing support + more Boost your chances of being shortlisted by sending a video demo of your skills, photos of dishes you specialise in and /or have created, Instagram link (if avail.) menus you have worked on, plus any commendations and references to hand. If you are a restaurant manager please make a short personal presentation video. Thank you. This vacancy is open to qualifying international, and non settled as well as settled UK candidates. Important note: Kindly note relevant fees/charges relating to UKVI Skilled Worker Sponsorship are borne by you (employer pays relevant UKVI sponsor fees). If you are eligible for the post and agree to the aforementioned in principle, we will send you full details and related costs of UK employment and visa formalities. Please note the salary figure stated in ths ad is based on the minimum immigration salary as stated in the Certificate of Sponsorship (COS) PLUS variable bonues such tronc/service charge /tips etc Please note Goldstar Chefs do NOT ask for upfront payment for shortlisting your CV, and we do NOT represent sponsors who demand illict money, or salary payback in exchange for sponsorship Please also note we may decline assistance if we deem you to be unsuitable for such an undertaking. A potential sponsor/ business owner will also consider your suitability before committing. DUE TO EXPECTED VOLUME OF RESPONSES WEARE UNABLE TODEALWITH PHONE INQUIRIES SO PLEASE DO NOT CALL, PLEASE EMAIL AND WE WILL CONTACT YOU Please note this ad does not imply a guarantee of 'self sponsorship'. This is entirely down to a Home Office caseworker's assessment of the suitability and eligibility of your case. As a competent and ethical business specialist and legal practitioner, we will represent you to a potential business opportunity, and your case for self sponsoring, to the highest and most scrupulous standards. We nonetheless encourage you also to seek independent legal and financial advice before committing.. Goldstar Chefs are a nationwide recruitment organisation serving the UK's hospitality industry. We are also a UK government(IAA)regulated immigration adviser with specialist expertise in dealing with UKVI SkilledWorkers sponsorship formalities for both employees and employers. Goldstar Chefs are a Corporate Member of The Recruitment & Employment Confederation(REC ). Closing date: 29.04.2026 TPBN1_UKCT

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