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Company Description Kekst CNC is a global strategic communications firm that specializes in protecting and enhancing our clients’ reputations. From offices around the globe, our team of 300 professionals provides expert communications counsel, informed by judgment, insights, and data-led analysis. We apply our communications expertise across high-stakes corporate, financial, and political matters, helping businesses communicate effectively through periods of disruption, transformation, and growth. Overview At Kekst CNC, we work with some of the world’s biggest corporate brands – helping them to deliver first class communication strategies that build trust, reputation, and engage with key stakeholders. To support our ambitions, we are looking for highly motivated Consultants and Senior Consultants to join and contribute to our organisation. If you are an accomplished communications practitioner with significant agency or in-house experience in leading communication programmes and campaigns – now could be the time to have a conversation with one of London’s fastest-growing integrated communications consultancies. In particular, we are looking for candidates who have expertise in one of the following • Energy, extractive industries and industrials, • Science, healthcare or pharmaceutical industries, • Public affairs with a focus on policy, ideally with Labour Party connections, • Financial communications including advising public and private market clients, private equity, working with UK PLCs, and knowledge of investor relations, • Issues, crisis, and cyber communications, and special situations You will play a pivotal role at the heart of our business – maintaining, developing, and extending client relationships in an entrepreneurial environment. Responsibilities In this role, you use your expertise in the areas above to be: • A strategic adviser: providing strategic counsel and guidance to senior business leaders confidently in a wide variety of fields including but not limited to corporate communications, campaign strategy, reputation management, strategic content development, corporate narrative development, and stakeholder mapping., • A skilled writer: drafting strategic, high-quality briefing documents, communication plans, content plans, narratives, messaging, and positioning for clients., • A passionate builder of relationships: developing and expanding our client relationships; identifying potential leads and areas of growth with existing clients as well expanding our reach and relevance with a broader set of businesses with new ideas and services. Qualifications • Strong communications expertise: The Consultant role is for those with four to six years of professional experience in strategic communications, either at PR agencies or in-house communications roles. Experience working with large, multinational businesses is an advantage., • Intellectual rigor, excellent insights and problem-solving capabilities, including knowledge and experience using insights tools, such as Pulsar, Factiva and Quid, • Outstanding organisational, time and priority management skills, including the ability to effectively manage multiple projects at once., • Leadership experience in running teams, projects or workstreams through genuine collaboration to deliver value for clients; and develop and support junior colleagues with a mindset that drives overall team success., • Excellent verbal communications and presentation skills: fluency in spoken and written English are a must, and additional language skills are a plus., • Media relationships: an established media network that can be leveraged to promote and elevate client reputations, • Drive to do the best by your clients including travelling, networking and delivering when needed outside of core working hours., • Strong command of all Microsoft Office programmes., • The right to work in the UK and can demonstrate it if requested. Your benefits: • We’re a great place to work: Kekst CNC offers an inspiring working atmosphere, characterized by the highest level of professionalism in a challenging environment, lots of fun at work, and an open corporate culture where you can be yourself. We value diversity highly and are certain that we work better because of our differences; we best serve our clients by bringing together diverse skills, experiences, and backgrounds. The London office is a sociable and dynamic workplace and continues to grow at a rapid pace., • A great place to learn: Our offering includes substantial training modules, an office exchange programme and a hybrid home office model. In support of our exciting development opportunities, we offer substantial training opportunities, and you will be assigned a Professional Development adviser when you join., • A range of benefits: We offer a competitive salary, bonus scheme, a generous finder’s fee, the possible opportunity for short-term transfer between offices, private health insurance, employee assistance programme, flexible public holiday policy (so you can celebrate the days which are special to you without having to comprise your own holiday allowance), volunteering hours, and much more!, • A truly global perspective: Although you will be based in London, you’ll join an international team and support with cross-border projects, interacting with clients and colleagues all over the globe. Recruitment Process: The recruitment process will consist of several steps, such as interviews, tests, and reference checks. We look forward to your application! Kekst CNC is an Equal Opportunity Employer. All qualified applicants will receive considerations for employment without regard to race, colour, age, religion / belief, sex, sexual orientation, gender identity / expression, national origin, disability, marriage and civil partnership status, pregnancy and parental status, or any other characteristic protected under EU, state or local law, where applicable.

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. We think working here is great, but we’re understandably bias. Click here to explore Life at Octopus. Job Description What’s in it for you? We’re looking for an External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering a defined region with a mix of established and growth accounts. You’ll be joining a high-performing, fast-paced team that’s passionate about delivering world-class service to our network of Financial Advisers and Private Banks. You’ll have the autonomy to run your own regional sales strategy, build long-term relationships, and drive sales into our market-leading investment products. You’ll be supported by a collaborative team, bespoke training, and a culture that rewards ambition and integrity. The team Our Retail Sales Team is known for its technical expertise and personal service. As an EBDM, you’ll be at the heart of our success, educating and engaging with advisers, collaborating with internal teams, and helping shape the future of tax-efficient investing. What you’ll be doing • Own and deliver a regional sales strategy, • Build and grow relationships with Financial Advisers and Private Banks, • Lead face-to-face meetings, events and presentations, • Collaborate with Internal Business Development Managers to create and execute business plans, • Communicate a complex suite of investment solutions with clarity and confidence, • Work closely with Fund Managers and Business Line Managers to ensure product alignment, • Keep CRM systems updated and manage a busy inbox with ease, • Always act in the best interest of the customer Qualifications To be successful in this role, you’ll need: ✔️ Proven experience in a business development role dealing with IFAs ✔️ A track record of growing existing relationships and attracting new ones ✔️ High-quality interpersonal skills, honesty and integrity ✔️ A clear, articulate communication style ✔️ Drive, ambition and self-motivation Bonus points if you have: ⭐ Additional qualifications or experience in financial services ⭐ A strong financial adviser network in London ⭐ Knowledge of tax-efficient investments and inheritance tax advice We encourage you to apply even if you don’t tick every box. What’s the worst that can happen? This role will evolve as we grow and develop. So, if you’re looking for a challenge in a fast-paced and dynamic business, we can deliver on that. Additional Information What we offer 💰 A competitive salary, bonus, pension and share incentive plan ✈️ Take what you need holiday 🏡 Flexible working ⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more 👪 Enhanced family leave policies ❤️ Life insurance, critical illness cover and income protection 🏥 Private medical insurance for you and your family 🚗 Electric vehicle leasing 🌍 The option to work overseas up to a month per year Our Values At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make. We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves. We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.

Description Ashurst is a leading global law firm with a determination to go beyond the ordinary by outpacing change. We have a community of 4800+ people across over 30 offices globally and are a trusted adviser to top corporates, financial institutions and governments. What sets us apart is our ambition for our people and our clients. What makes Ashurst a great place to work? • Flexible work options, • Market leading parental leave of 26 weeks paid leave irrespective of gender, • Health and wellbeing benefits, gym membership and corporate health plans, • Genuine opportunities to grow your career through secondments or global opportunities,, • Extensive Learning & Development opportunities including tailored professional development for all employees, coaching, mentoring and study support for further education., • We have a strong commitment to social impact, demonstrated by our extensive volunteering and pro-bono opportunities, as well as our award-winning social inclusion and mobility programs., • We are committed to reaching net-zero greenhouse gas emissions by 2050. The Opportunity Ashurst recognises the importance of the energy transition and the journey to net-zero - not just for our clients but for future generations. We believe that the energy transition and the pathway to net zero affects every element of the local, national and global economies. Ashurst has, and will continue to, invest heavily in ensuring we grow and nurture the best minds to help our clients navigate the energy transition. We are seeking bright, driven Senior Associates to join us as we help to develop, deliver and operate large-scale infrastructure and conventional and renewable energy projects. We offer a bright career path with significant investment in training & development. We also give our team members great opportunities to build strong relationships with our clients and industry players, to truly engage in the energy industry. In this role, you will work on matters nationally with our Partners based in Brisbane, Melbourne, Sydney, and Perth. As we are a global Firm, there is also enhanced connectivity within our global network and the ability to work on deals internationally. This is an excellent opportunity to make the big move to Brisbane, Sydney or Melbourne, Australia and be supported in doing so. We will assist you with relocation, visas (if required) and re-qualification. Ready to take the leap? Reach out today to learn more! About You Our ideal candidate will have: • A Bachelor of Laws, coupled with 5 years or more post admission experience in an energy projects, infrastructure or construction practice area, gained within a reputable firm;, • Experience in energy projects, transactions and regulatory matters, or within a major infrastructure projects practice;, • Passionate about the sectors that we work in and seeing city-shaping projects come to life;, • A desire to be part of an environment where you can work as part of a team to service clients, and contribute to culture and the overall success of the practice; and, • An exceptional ability to build meaningful and long-lasting relationships with colleagues and clients. For more information or if you require any support and adjustments to participate equitably in our recruitment process or in the workplace, we encourage you to contact: for a confidential conversation. If you are interested in this opportunity, please apply directly to Ashurst. We prefer to talk with you personally and are not accepting applications from recruitment agencies.

Are you an experienced Protection Adviser looking for a company with a mature and professional approach? At First Financial we have been providing expert mortgage and protection advice for over 28 years. We have an amazing opportunity for an Adviser who specialises in protection both personal and corporate with a fabulous client bank - all leads provided. We are looking for a highly motivated individual to expand growing protection department who puts clients’ needs above all else. This role is perfect for someone who thrives in a dynamic environment and is looking for a rewarding career with fantastic earning potential. What’s on Offer • On-Target Earnings: £100k+, • Existing Client Leads: All clients referred or from existing client book The Culture Our people are our most valuable asset and a key reason behind our success to date. Each of our client teams shares our original vision to create a financial services business, dedicated to service and delivering industry leading results – something that we still stand by today. We offer a supportive, nurturing environment where we will upskill and help you be the very best version of yourself. Key Responsibilities: • Provide expert advice on a range of protection products, tailored to meet each clients needs to both existing and referred clients, • Build and maintain strong client relationships, offering exceptional service and support., • Achieve and exceed sales targets while maintaining compliance with industry regulations., • Collaborate with our existing team of advisers About You: • Proven experience in an advisory role, • Excellent communication skills and the ability to build rapport quickly, • Highly motivated, with a strong drive to achieve targets, • Ability to adapt to a fast-paced, ever-changing environment, • Ambitious, • Quality-driven, • Enthusiastic & Passionate, • Trustworthy, • Reliable, • Employed and self-employed opportunities available If this sounds like you, we’d love to hear from you. Apply by emailing your CV along with a covering letter explaining why this position interests you to with the subject line Protection Adviser

Adviser Type: Independent or Corporate Reports to: Employee Benefits Lead SMCR Function: Certified Position What’s on offer at Ascot Lloyd? • Career Accelerator: Ascot Lloyd counts as one of the UK’s fastest-growing national firms. A chance to work autonomously and drive forward your career in a high growth environment., • Benefits: we give access to a generous pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering—plus fun perks to help you thrive at work and beyond!, • Recognition and reward: we provide market competitive compensation, performance bonuses, and longer-term incentives—plus the exciting chance to share in our success through the Adviser Equity Programme., • Values-Driven: We put people first, championing a client-first approach, clarity, expertise, and collaboration, • Support to Succeed: We invest in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and much more. Apply today and start your journey as an experienced Financial Adviser at Ascot Lloyd! What does advisory look like at Ascot Lloyd? We stand behind our advisers, so they can stand out for their clients. At Ascot Lloyd, adviser success is a team effort. We're building a great place to work, where teams are given tools and support they need to deliver the best possible service to clients. Join a team where support isn’t an extra, it’s everything. You’ll join at a time of huge strategic business growth, where future potential and self-development can be unlimited for the right individuals. Your impact on our clientele: • To deliver holistic financial advice, supporting our clients to achieve their financial objectives, • Provide guidance on a range of employee benefits including qualifying workplace pension schemes, group risk schemes, private medical and cash plan schemes, • Develop long standing relationships with clients through regular reviews and delivering solutions to meet their change in circumstances, • Create strategic alliances with professional connections with a view to develop new client relationships, • To develop effective relationships with clients and professional connections as one of the principal sources of new clients and maximising brand awareness, • Develop a sustainable business model for the provision of advice to clients, • Develop holistic client relationships in line with any client service proposition, • Actively seek and identify new business opportunities both internally and externally to support the growth of the business, • Provide financial advice to clients on a range of whole of market financial planning solutions primarily for Employee Benefits clients, • Provide clients with an exceptional service, ensuring that all reviews are undertaken regularly and in accordance with their agreed service propositions to maintain and grow our recurring revenue stream, • Contribute to the Group Employee Benefits Team’s business development plans and be pro-active in seeking new avenues of income generation, • Work closely with the Group Employee Benefits Administration Team to deliver exceptional client service What you’ll bring to the position • Financial Planning diploma qualified (ideally Chartered or working towards Chartered), • Demonstrable Group Employee Benefits and individual financial planning experience gained with a recognised organisation, • Comfortable with salary sacrifice schemes and automatic enrolment legislation, • Excellent communication skills (both written and verbal), with the ability to explain complex financial arrangements, • Demonstrable track record of delivering challenging sales targets within a regulated environment, • Knowledge of back office systems, • Keen attention to detail, • Collaborative working, • Previously achieved CAS status, • Ensure that all CPD logs and training is up to date, • Up to date knowledge of industry and legislative changes that may impact advice, allowing for mitigating strategy to be built into advice Ascot Lloyd is one of the UK’s leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. As one of the UK’s fastest-growing national firms, we offer exciting opportunities across the country, with a focus around our 5 regional hubs. Backed by Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.

About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 350 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. DV Commodities is a rapidly growing division that specializes in trading crude oil, refined products, natural gas, and related energy markets across US, Europe, and Asia. Our proprietary risk management and trading methodologies along with a strong ability to adapt to changing conditions has allowed DV Commodities to grow into one of the largest financial participants within the global energy complex. Overview: We are looking for an experienced software developer to work with a small team responsible for development of pricing, execution, and risk management of an event-based trading and market data system. This is a front office role is embedded within a commodities trading desk Responsibilities: • Building cutting edge trading applications and enhancing trading GUIs, • Work with trading and quants to buildout a pricing and executing algos, • Bring deep technical knowledge such as parallel programming, trading systems, networking, or performance analysis, • Work on cross-functional teams across trading, quant, and development to troubleshoot and solve complex problems, • Building high-performance components for simulation and live trading Requirements • Bachelor’s degree or higher in CS, Engineering or other technical discipline, • 3+ years professional experience developing infrastructure for quantitative trading, • Experience developing high-performance, multi-threaded applications using Java, • Demonstrated strong ability to program in a scientific computing environment (Python/NumPy/Pandas), • Strong knowledge of algorithms, design patterns, OOP, threading, multiprocessing, etc., • Experience with SQL, NoSQL or tick databases, • Experience working in a Unix environment and git, • Understanding of Java Swing is a plus, • Strong communication skills in verbal and written English, • Domain knowledge in futures & swaps is a plus

We are looking for a Business Development Executive to drive high volume, transactional sales directly to individual financial advisers. • Experience with high volume outbound sales calls is essential, • Familiarity with the UK financial advice market is desirable Who we are Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs. Role overview This role focuses on multi-product selling across Defaqto’s suite of adviser solutions, ensuring quick adoption and repeat purchases. Success requires strong closing skills, product knowledge, and the ability to manage a fast-moving pipeline. What you'll do New business acquisition • Proactively identify and engage individual advisers via phone, email, and digital channels., • Deliver concise, impactful product demonstrations tailored to financial adviser needs., • Close deals efficiently to meet monthly and quarterly revenue targets. Multi-product selling • Position multiple Defaqto solutions in a single sales cycle., • Highlight cross-product synergies and value propositions for individual financial advisers. Transactional sales excellence • Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow., • Shorten sales cycles through effective qualification and objection handling. Account growth • Encourage repeat purchases and upgrades via regular check-ins., • Identify opportunities for add-ons and complementary products. CRM & reporting • Accurately record all interactions, pipeline stages, and outcomes in the CRM., • Provide timely forecasts and insights to the Sales Director. What you'll need to succeed • Proven track record in transactional or high-volume B2B sales., • Familiarity with the UK financial advice market is desirable but not essential., • Strong closing ability and resilience in a fast-paced environment., • Ability to quickly learn and sell multiple technical products., • Ability to demonstrate your success in generating new business revenue through proactive outreach, effective qualification, and closing skills., • Proactively positioning additional features, tiers, or services that align with evolving adviser needs and deliver measurable ROI., • An organised approach to CRM hygiene ensuring all sales activities, pipeline stages, and adviser interactions are accurately recorded., • Ability to drive client engagement by building trust and knowledge across the Defaqto suite of products and services. Your approach to work • Highly proactive and target driven., • Comfortable with outbound activity and managing a large pipeline., • Adaptable and collaborative, working closely with marketing and product teams. Work location You'll work on a hybrid basis from our London office - normally 3 days a week. From time to time you may need to attend networking or client events. Right to Work Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship How we Work Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers. Think Big | Be Bold | Own it | Team up | Be a Star We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Job Description Join us as a Senior Personal Banker in Southall • You’ll proactively support customers, helping them realise the full benefits of our service through our digital channels, as well as helping them with more complex financial needs such as home buying and protection, • With no two days the same, you can expect lots of variety as you help us deliver a banking service that’s beyond what’s expected, • We’ll support you to achieve the Professional Bankers Certificate and build on your existing skills with a full training and development programme, • This job does not meet Skilled Worker visa sponsorship requirements What you'll do As a Senior Personal Banker aligned to one of our branches, you’ll be in the perfect place to build great relationships with our customers, as well as proactively promoting the benefits of our growing range of digital services to simplify and enhance their banking experience. Our customers will look to you to support them in their decisions as to how they bank with us. You'll act as a trusted expert, providing them with the knowledge they need to make the most of their money. With an emphasis on the delivery of our popular and insightful Financial Health Check you’ll make sure they're fully informed when it comes to the products and services we offer. Day to day, you’ll be: • Meeting and supporting customers via video banking or face to face in a branch, • Conducting Financial Health Checks and reviewing customer accounts, • Identifying products and services that are right for our customers, helping them to make the most of their money and savings, • Identifying opportunities to help customers with more complex needs such as mortgages, private banking, business banking and protection, • Completing outbound care calls to customers to grow and maintain the relationship The skills you'll need We’re looking for organised, self-motivated and diligent individuals with a passion for delivering excellent customer service in every interaction. You’ll also be motivated and driven to develop your own career and meet branch and personal goals. As a trusted adviser you’ll strive to improve standards for our customers, looking for ways to make their lives easier and taking the stress out of banking. We’ll also be looking for you to demonstrate: • Experience of working in a customer service environment with the ability to thrive under pressure and achieve customer satisfaction, • The ability to work with and coach the branch team to acquire, grow and retain quality customer relationships via regular customer care calls, • The ability to build rapport and trust with customers in both face to face and virtual environments and provide them with the right options for their circumstances, • Excellent communication and interpersonal skills with a genuine interest in building relationships, • Excellent planning and organisational skills How we'll reward you You’ll join us on a competitive starting salary of £28,050, pro rata for the hours you work. You’ll also benefit from: • A range of protection, healthcare and lifestyle benefits through Natwest Group Benefits, our fully flexible reward programme, • A generous holiday entitlement of 36 days, pro rata for hours worked, • A monthly contribution to your retirement fund To find out more about the benefits we offer, check out our rewards and benefits page. What else you need to know Your working pattern You’re joining an incredible network of colleagues who are here for our customers whenever and wherever they need us. You’ll need to be flexible in terms of the shifts you do and the hours you work, which will be between the hours of 8am and 8pm and will include some bank holidays. Your learning journey Your journey starts with a comprehensive training programme where you’ll gain a range of new skills, and the confidence to use them. You’ll benefit from ongoing coaching and support, and study towards a recognised external qualification that will open the door to further career opportunities too.

Organization: Elizabeth School of London Position: Student Success Tutor Salary Range: £28,000 Per Annum Employment Type: Full-time Location: On-Site, Elizabeth School of London, Holborn, London, UK Working Hours: Wednesday to Sunday, 9am to 5pm (Flexible hours) About the Elizabeth School of London The Elizabeth School of London (ESL) is a higher education provider committed to delivering high quality programmes on campuses in six major UK cities - London, Birmingham, Leeds, Leicester, Manchester and Northampton. With an inclusive approach to student recruitment, we provide one-to-one academic and careers advice to widen access to higher education for groups currently underrepresented. We believe that education is transformational and can make a fundamental difference to the individuals and communities we serve, which is why we pay the utmost attention to student satisfaction. As an inclusive organisation, we believe in education for all, but not one size fits all, so we place great emphasis on providing opportunities and support for anyone with the ambition to achieve their true potential. Purpose of the Role The Student Success Tutors will primarily focus on student retention and satisfaction by offering outstanding first-hand support for their academic needs. This student-centred role coordinates with the many queries of students enrolled in our programmes. Workshops and other teaching-related activities may be included. The SSTs are also responsible for communicating with students daily with a problem-solving and proactive attitude to instill confidence in their studies at Elizabeth School of London. Main duties and responsibilities The Student Success Tutor will serve as an adviser to a set number of students, guiding and directing them toward success. They will liaise between students, ESL lecturers, and other team members. The Student Success Tutors will assist students with their academic needs and inquiries and schedule one-on-one sessions to clarify any issues or questions. The SSTs will help students with their submission dates and links and elucidate the components of mitigating circumstances. If students require further assistance, the SST will consult with the student service/support team and the senior academic team to obtain clear instructions on the help needed. The SSTs will ensure that students receive the necessary support for their academic progress and that student retention is maintained. Essential: • Provide guidance to students regarding the support available to them when required., • Engage in the interests and enthusiasm of students, inspiring them to learn., • Support students in building relationships with other students and staff members, fostering a sense of belonging to the school's community., • Enable students to take responsibility for and become partners in their learning, academic progression, and achievement., • Develop appropriate methods and resources for teaching and learning support concerning lectures, tutorials, and seminars, including online classes., • Monitor student progress, providing support, including advice on study skills, as required., • Analyse student difficulties, recommending instant support to resolve issues or referring to one as appropriate., • Recognise mitigating circumstances, deferral processes, and other academic, • regulations to ensure students receive precise support and suggestions based on their situation and needs., • Provide essential academic support to students, both inside and outside the classroom., • Help students to find appropriate learning resources., • Recognise and report academic and IT-related matters that might benefit from a preventive resolution., • Monitor student attendance on a session-by-session basis and take support from the student service/registry support team to identify any potential risk., • Ensure the students are engaged and continuing their studies by overcoming any barriers., • Work closely with the registry support and student support team to develop a multidimensional support system for the students., • Work with the academic team to contact all students who have not submitted assessments and refer them to the retention team if applicable., • Take responsibility for administrative duties such as personal tutoring, examinations and assessments., • Be proactive in identifying any escalating areas of risk to the student experience or institutional reputation., • Actively participate in enrolment and induction processes to develop a strong link with the students from the first moments of their journey at ESL., • To support all learners to ensure retention, attainment, achievement and progression targets., • Providing support to students and refer to Student Services or Additional Support for specialist help and advice if required., • Dealing with student misconduct or academic neglect in liaison with the exam department., • To abide by ESL policies and procedures., • To undertake training including qualifications appropriate to the tutor role, • Analysing the progress of the submissions, late submissions and resubmissions, • Participating proactively in training and development, including qualification development required in the job role., • Communicating effectively in person, on the telephone and in writing with students and staff. Working effectively with students both one-to-one and in groups, • Maintaining appropriate relationships and professional boundaries with students and SSTs, • Working effectively with other staff members in ESL to identify and meet students' learning and welfare needs., • Ability to work on own initiative., • Working in line with ESL Values of Student Focus, High-Performance, Respect, Openness, and Honesty., • Contributing to the provision of a welcoming and supportive environment for students, • Contributing to the team and respecting other members of the team as individuals, • Working effectively in a student-focused environment., • Responding to all enquiries when needed via email/over the phone, or face-to-face., • Providing the students with all the learning support when needed., • Helping students to find learning-appropriate resources., • Ensure the students are engaging and working with the academic team to fulfil their responsibilities. Desirable: • Arrange to provide contact details to the student during registration., • Actively participate in face-to-face or online induction activities., • Retain records of meetings or other means of contact with the student following Data Protection legislation and University guidelines., • Arrange to meet or have contact with their tutee at least once per semester., • Be familiar with the services available within and outside ESL (e.g., Student Support, Library)., • Direct students to appropriate academic colleagues when additional program support is needed., • Monitor the student's progress and direct them to appropriate individual support if their progress is unsatisfactory., • Respect the student's right to confidentiality, obtaining their permission should it be necessary to discuss the student's circumstances with others; (in certain exceptional circumstances, disclosure may have to take place against your wishes to avoid significant risk)., • Direct the student to appropriate support for the development of study skills., • Respect the student's right not to seek or accept support or guidance, even though this might be disadvantageous to their progress., • Act as an advocate for the student where appropriate and contribute to requests for references., • Comply with the School's Equality and Diversity policy when undertaking all activities., • Undertake appropriate professional development to benefit their role. Skills and Qualifications • Bachelor’s degree from any UK recognised university and minimum 1 years of experience in working at any HEI environment in teaching or academic support role., • A clear idea about how the academic team works at HEI., • Good understanding of current practice and developments in own discipline., • Understanding of evidence-led/practice-based teaching and its implementation in teaching and learning practice., • Able to work as part of a team and independently as required., • Able to coordinate and prioritise a range of activities effectively., • The candidate must be flexible, approachable, and helpful with a strong customer service ethic as well as willing to go the extra mile to provide the best environment and supports to the students., • Experience in tutoring and/or providing support for the academic experience of students., • Ability to work under pressure and to deadlines., • Collegiate approach to work., • Ability to work effectively and courteously in a team of academic staff., • Ability to adapt to a flexible approach to the demands of a busy college/department to accommodate changes in priorities when required. Benefits • Annual leave (7.2 weeks), • Workplace pension scheme., • Company Sick Policy., • Statutory maternity/paternity pays., • Career development opportunities, • Training and self-development opportunities., • Gym membership discounts, • Retail discount schemes, • Cinema discounts, • Grocery discounts, • Cycle to work, • Investing and savings opportunities, • Financial wellbeing – personal debt advise., • Financial wellbeing education, • My Mind Pal (mental fitness)

Job Title: Financial Adviser Industry: Financial Services Location: City of London Salary: Up to £80,000 Job Ref: 9731 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in City of London. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: To build and grow a client bank dealing with new HNW client enquiries and professional connections. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your client bank. Full paraplanning and admin support. What’s in it for you: • Competitive starting salary up to £80k, • Excellent bonuses - OTE £100k+, • Regular salary reviews, • HNW Client leads – Typical client £500k to invest, • Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution, • Flex working - office/home based, • Paraplanning, Compliance and Administration support, • Study support towards Chartered Skills and experience required: • Diploma (Dip PFS) or equivalent, • Experience as a Financial Adviser, SPS & CAS Status As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established Financial Advice firm, offices in Farnborough on a Financial Adviser role. Our commitment to you • Start every journey with a conversation to find out about you in depth., • Provide honest feedback on where you fit in the jobs market., • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you., • Take a holistic mindfulness approach – career happiness is rarely just about the money., • Cover the whole of the UK with a local touch through our regional teams., • Never pester you.

Use your SROI expertise to help the UK’s leading property advice charity measure its impact. We’re seeking a volunteer to develop a clear, practical framework showing the social value of our work supporting charities and social enterprises across the UK. What difference will you make? This role will play a vital part in helping the Ethical Property Foundation demonstrate the social value of our work and strengthen our ability to evidence our impact to funders, partners, and supporters. Our charity provides free and affordable property advice to voluntary organisations across the UK, helping them make informed decisions about their buildings, reduce financial and legal risks, and focus more of their resources on front-line services. Every year we support hundreds of charities through our Ask a Property Expert service, property training webinars, and bespoke consultancy projects. By developing a Social Return on Investment (SROI) framework, the volunteer will help us capture and articulate the full value of this work, not just in financial terms, but in the wider benefits our support brings to the sector and communities. This includes the impact of volunteer hours, pro bono professional advice, and the long-term benefits for charities that can operate more sustainably and securely thanks to our guidance. The insights from this project will help us • Communicate our social impact more effectively to funders, partners, and stakeholders., • Strengthen future funding bids and demonstrate accountability to supporters., • Inform our internal planning and decision-making by showing which activities deliver the greatest value., • Inspire more professionals to volunteer their time and expertise through our programmes., • Contribute to wider discussions in the charity property sector about the value of pro bono support. In short, this volunteer role will give us the tools and evidence to demonstrate that our small charity achieves a big impact. By helping us measure and communicate our social return, the SROI Project Adviser will ensure that our work, and the work of our volunteers and partners continues to help the UK’s voluntary sector thrive. What are we looking for? What We’re Looking For • Proven experience or knowledge of Social Return on Investment (SROI) or social value measurement., • Understanding of the charity or voluntary sector, ideally small or resource-limited organisations., • Strong analytical and communication skills, with an ability to translate data into clear insights., • Confidence working collaboratively with a small team., • (Desirable) Familiarity with data visualisation tools such as Power BI, or experience conducting interviews or impact evaluations. What You’ll Gain • Opportunity to make a meaningful contribution to a national charity supporting the UK’s voluntary sector., • Experience working with a charity board and leadership team., • Insight into how property advice and pro bono professional support generate social value for communities., • Flexible volunteering arrangement to fit around other commitments. What will you be doing? The Ethical Property Foundation is the UK’s leading property advice charity for the voluntary sector. We help charities and social enterprises manage their premises more effectively, reduce risk, and focus their resources where they’re needed most. Our small, dedicated team works alongside a national network of professional property partners to support hundreds of organisations each year through our Ask a Property Expert service, webinars, and consultancy projects. We are seeking a volunteer Social Return on Investment (SROI) Project Adviser to help us over a short period, develop a clear framework for measuring and demonstrating the social value created by our work, one that is realistic and appropriate to our size and resources. This is an exciting opportunity to guide a small but impactful charity in evidencing its contribution to the voluntary sector and society more broadly. Working closely with our Operations Manager, you will help us to • Identify and define the key outcomes and outputs that reflect our social and organisational impact., • Quantify the value of our volunteer contributions, pro bono professional support, and consultancy services., • Develop a practical approach to measuring and presenting data, drawing on established SROI tools and methodologies., • Support the design of simple data collection methods such as structured interviews or tracking volunteer hours., • Advise on suitable social value frameworks and tools, including HACT, TOMS data, Social Value Engine, or Social Value UK. Key responsibilities include • Advise on an appropriate SROI methodology and data collection strategy., • Support the creation of a pilot model using existing data and assumptions., • Help identify relevant indicators, metrics, and valuation sources., • Guide the team in interpreting findings and presenting them clearly, for example through reports or visual summaries., • Recommend practical steps to embed social value measurement into our ongoing work.

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025'. If this sounds like an environment where you would flourish, then read on… The Function Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity. The Role We are hiring an experienced Business Development Executive to help deliver on our ambitious growth plans. This is a strategically important territory. You’ll inherit an established footprint across the Thames Valley region and take responsibility for growing it. That means deepening adviser engagement, unlocking new relationships and positioning Triple Point as the go-to provider of defined return solutions. You will need to be based in, or within easy reach of, the Thames Valley region. The role is hybrid, with time split between our London office and the territory itself. Expect a mix of face-to-face meetings, event presence, adviser roundtables and strategic phone outreach. All activity is designed to build pipeline and maximise adviser mindshare. You will work as part of the Thames Valley pod alongside an external BDM and an internal BDE/M. This is a relationship-led sales role. You'll be expected to open doors, build trust and drive inflows. You’ll represent the Triple Point proposition in the market and be responsible for communicating the product’s structure, suitability and strategic value to adviser firms across the region. We’re looking for a commercially focused candidate with a proven track record of growing financial adviser distribution. You’ll understand how to develop profitable partnerships and influence key decision-makers, whilst being able to operate autonomously. If you’re confident in your ability to convert interest into action and bring energy, structure and substance to your sales approach, this is your opportunity to shape one of our highest-potential regions. Key Responsibilities • Educate financial advisers on the Triple Point proposition through face-to-face and virtual meetings, calls, emails, events and specialist seminars., • Discover, develop and manage relationships with financial advisers, paraplanners, wealth managers, and influential market leaders., • Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver exceptional investment solutions tailored to adviser needs., • Develop and execute a robust business plan for the Thames Valley region, delivering regional targets in partnership with team colleagues., • Fulfil your minimum KPI requirement on a weekly basis for meetings and calls., • Becoming a valuable part of the feedback loop ensuring regular and timely feedback is provided to internal teams to enhance product offerings and elevate the customer experience., • Lead and inspire the team by serving as a role model, fostering a culture of collaboration and accountability., • Effectively manage a high volume of pipeline opportunities ensuring you understand all next steps and what is needed to convert., • Have an exceptional understanding of the product suite to ensure you can influence senior stakeholders in advice firms and when needed, strategic relationships. Knowledge & Experience • The ideal candidate is already managing adviser relationships and has a proven track record in developing and managing these relationship, • In the case of not having experience with advisers and paraplanners, a proven track record in building and servicing a client base in private banking, wealth management, or investment management sectors., • Strong communication, presentation, and interpersonal skills., • Ability to manage a busy diary and balance multiple priorities., • Commercial acumen, creativity, and a proactive approach to challenges., • The ideal candidate will be living in London or the Thames Valley region. Specific Experience • Demonstrable success in managing high-value client relationships and delivering against regional sales targets., • Extensive experience in face-to-face client interactions and event attendance., • Familiarity with leading and mentoring junior team members. Qualities and Competencies • Highly motivated, proactive, and detail oriented., • Team-oriented with a flexible attitude and commitment to achieving shared goals., • Excellent interpersonal skills with the ability to engage at all levels, • Leadership qualities, with the ability to inspire and mentor team members., • Strong organizational skills to manage regional travel and in-person meetings., • Highly numerate with strong academic credentials., • Willingness to evolve with the business and contribute to team-wide best practices. Why Join us? • You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued., • Be part of a growing and innovative team, • We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression., • Opportunities for professional development and career progression. At Triple Point, high performance means living our values every day: • Stay Curious., • Be Generous., • Take Thoughtful Action., • Pull Together., • Own It. In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

Position Overview Apollo’s 60-person plus tax team is currently split between the United States, United Kingdom, Luxembourg, Hong Kong and India, and collectively covers all aspects of taxation covering matters pertaining to Apollo’s group structure, funds, investments, employees and partners. This role sits within Apollo’s International Tax function and will be responsible for assisting with tax compliance, advisory and structuring work relating to Apollo’s European and Asian management group business. The role will primarily cover direct tax, indirect tax and transfer pricing matters for Apollo’s companies and partnerships. The international group tax team forms part of the International Tax function and works closely with senior management, US tax, regulatory, finance, technology and human capital teams in planning for change and growth in the business. The team, working closely with US tax colleagues, is responsible for compliance with current international tax requirements and providing insight and analysis with respect to implications of changes to tax law and policy on a global and domestic basis. The team also leads on tax structuring and operational matters relating to growth of the corporate business through acquisition or restructuring, covering all forms of taxation. The professional will be required to keep up with international tax developments, such as the implementation of OECD rules at a multi-national and local basis, and changes at a domestic level in the jurisdictions in which Apollo has operations. The professional will be required to assist in assessing the potential implications of changes to such rules, model the impact and assist with the design and implementation of changes to policies and procedure required to ensure effective compliance with such changes. The professional will develop a deep knowledge of Apollo’s management group business and funds products and use this knowledge to determine opportunities for improvement in Apollo’s tax return preparation processes through use of technology, standardized formats, training etc. with the aim of reducing the time and cost burden of compliance. Similarly, the professional would consider further documentation and testing steps that can be taken to ensure that Apollo responds to risk or areas of opportunity appropriately and quickly. The professional will have the opportunity to develop and own projects and plans to achieve effective change in these areas. There is a global emphasis to the role, with the individual working with stakeholders across the globe. The role will report to the International Tax Director with additional responsibility to the Head of Tax in London. Primary Responsibilities PRIMARY RESPONSIBILITIES: • Assist International Group Tax Lead in meeting direct and indirect tax filing obligations outside of the US, including:, • Support finance, legal and other relevant information holders in the collation and review of information pertinent to compliance work, • Be inquisitive to critically assess the different tax options available, whilst offering up your point of view., • Review written and oral advice from advisers, including draft returns, challenging assumptions and seeking the highest quality advice, • Where necessary, take additional advice from our broader adviser network in relation to matters of significant complexity or uncertainty. Digest advice received and communicate key matters to tax and non-tax stakeholders, • Assist in the production of US GAAP compliant tax provision and explanatory documentation in relation to Apollo’s non-US operations, • Ensure awareness and timely communication of any items that may impact U.S. tax positions. ,, • Ensure careful documentation of positions taken creating a permanent file and communicating areas that represent an opportunity for future change, • Dealing with HMRC/international tax authorities with regards to any audits or enquiries, • Devise, own and deliver projects around improvement of tax process and controls (from planning through compliance), • Monitor Pillar II developments on a jurisdiction basis for notification purposes as well as assessing the impact on the company’s global tax position., • As needed, project manage aspects of the above, • Ensure that transfer pricing documentation and processes are compliant with local and international law, including:, • Gather data required to assess continued suitability of existing policies and benchmarking, • Work with outsourced advisers to create and maintain OECD and local law compliant transfer pricing documentation, • Work with finance to model implications for changes in policy, • Support steps taken to communicate transfer pricing policy clearly and accurately to authorities globally, including through the coordination and review of master and local file documentation, • Continuously monitoring current transfer pricing methodologies to ensure that they are in line with business changes as well as market practice, • Identify tax risk areas or changes in law, local practice or guidance which will require adjustment to existing structures or business practices. Clearly communicate impact to stakeholders and take agreed steps to effect change., • Assist with the development and structuring of our growing management company group, for example:, • Assist with the identification of appropriate structure for international expansion of the business through organic growth, • Review advice from external teams, challenge assumptions, • Communicate tax requirements to relevant stakeholders and project manage aspects of all change projects, • Ensure implementation of relevant steps and include ongoing responsibilities within overall compliance calendar Qualifications & Experience • Minimum 7 years of experience, • CA / CPA or equivalent qualification. Preference for candidate that also has CTA / ADIT or similar qualification, • Undergraduate degree in finance, accounting or law preferred, • Experience working in a dynamic and complex international environment is preferred, • Professional with an asset management background is preferred, • Candidate will have a good understanding of transfer pricing requirements globally and will be able to demonstrate a clear understanding of the interplay between transfer pricing, direct tax and indirect taxes., • Candidate will have global corporation tax compliance and tax accounting experience., • Clear and concise verbal and written communication style with ability to adapt to needs and experience of audience, • Excellent organizational skills are vital. Role requires individual to be able to balance multiple tasks simultaneously across a variety of products and reporting lines, • Highly personable, with ability to influence and create relationships across the globe, • Flexible working style, with a need to work closely with colleagues across time zones on certain projects, • Our clients rely on our investment acumen to help secure their future. We must never lose focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:, • The leading provider of retirement income solutions to institutions, companies, and individuals., • The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses., • A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference. About Apollo Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of December 31, 2024, Apollo had approximately $751 billion of assets under management. To learn more, please visit ___.com. OUR PURPOSE AND CORE VALUES Our Clients Rely On Our Investment Acumen To Help Secure Their Future. We Must Never Lose Focus And Determination To Be The Best Investors And Most Trusted Partners On Their Behalf. We Strive To Be • The leading provider of retirement income solutions to institutions, companies, and individuals., • The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses., • A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: • Outperform Expectations, • Challenge Convention, • Champion Opportunity, • Lead Responsibly, • Drive Collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family.

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes. At a glance: Location: London - Knightsbridge Office Workplace Type: Hybrid Employment Type: Permanent Seniority: Associate To support the design, development, and delivery of high-quality learning and development programmes across the Partnership, with a focus on enabling Field Management Teams (FMT) to drive commercial performance and support the long-term growth of Partners and Advisers. The role plays a key part in translating strategic development objectives into practical, scalable solutions, helping shape the future of Partnership learning at SJP. It combines programme design support, stakeholder collaboration, and effective project management to ensure initiatives are delivered with impact, pace, and professionalism. What you'll be doing: Programme Design & Development: • Collaborate with the Executive Manager and Partnership team to shape and evolve Partnership development programmes to ensure a consistent user experience., • Ensure programmes are commercially focused, fit for purpose, and aligned with the overall Partnership development strategy., • Support the integration of feedback, performance metrics, and business insights into ongoing programme design. Programme Delivery & Project Management: • Lead the project management of national and regional development initiatives, ensuring timely and high-quality delivery., • Manage workflows, stakeholder input, and communication plans for initiatives such as the PDP and ADP programmes., • Support the coordination and upkeep of the FMT Toolkit and other development platforms to drive enablement. Stakeholder Engagement: • Build strong working relationships with the wider Academy, Field Management, Partner Services, and Corporate Communications teams., • Act as the key link between the Portfolio Content team and the Field Operating Model to ensure that tools and programmes support business needs and Partner success. Evaluation & Impact: • Track and report on programme performance and engagement using feedback, usage data, and business metrics., • Contribute to continuous improvement cycles by recommending and implementing changes that enhance relevance and impact. Regulatory & Strategic Alignment: • Ensure content and development programmes align with SJP’s regulatory obligations, Consumer Duty, and strategic priorities., • Maintain an up-to-date understanding of SJP’s growth and people strategy and ensure development programmes support its delivery. Training & Development: • Support the personal development of the Programme Team by providing guidance on content delivery, lesson planning, and best practices for creating effective training materials., • Ensure content managers and trainers receive appropriate training on any new tools, systems, or content revisions Essential Criteria • Proven experience designing or delivering strategic development programmes in a complex or regulated organisation, ideally within financial services., • Strong stakeholder engagement and communication skills, with the ability to work across Field teams, Academy, and operational functions to align delivery with business needs., • Confident project manager able to coordinate national and regional initiatives, manage timelines, and drive delivery to high standards., • Comfortable using digital tools and performance data to inform decisions, evaluate impact, and support continuous improvement., • Strategic thinker with a hands-on approach, able to translate development strategy into scalable, practical solutions that support Partner and Adviser growth. What's in it for you? We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts. We also have benefits to support whatever stage of life you are in, including: • Competitive parental leave (26 weeks full pay), • Private medical insurance (optional taxable benefit), • 10% non-contributory pension (increasing with length of service) Reasonable Adjustments We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box. What's next? If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is seeking a highly experienced Senior UK Media Relations Manager to strengthen and build the firm’s profile and reputation in the UK market through high-quality communications programmes. This role requires a strategic communicator with deep knowledge of the UK media landscape and proven experience in financial services, ideally asset management. The successful candidate will work closely with senior stakeholders to deliver impactful media relations initiatives, thought leadership projects, and press office management activities that elevate PIMCO’s brand among institutional and wealth management audiences. Key Responsibilities • Strengthen and build PIMCO’s profile and reputation in the UK market with high-quality communications programmes., • Leverage strong media relationships and thought leadership penetration in financial media, expanding reach into adviser and wealth manager segments (including personal finance sections of national newspapers)., • Work with the business to drive thought leadership projects that help elevate PIMCO’s reputation and brand in the UK., • Support and manage several media events, including PIMCO’s flagship annual PIMCO Media Summit in London., • Manage a structured programme of media meetings for spokespeople and provide media training and coaching., • Work closely with the wider global corporate communications team and visiting U.S. spokespeople. Press Office Management • Act as UK press office for media enquiries, ensuring timely and accurate responses., • Draft comments and press releases., • Monitor media coverage, produce insightful reports, and track impact., • Manage issues and develop reactive statements as needed., • Support EMEA communications activities as needed. Skills & Experience • Media Relations Expertise: Proven ability to build and maintain strong relationships with UK financial media, including national newspapers, trade publications, and broadcast outlets., • Strategic Communications: Experience developing and executing high-quality communications programmes that enhance brand reputation and market presence., • Thought Leadership Delivery: Skilled in driving thought leadership initiatives that resonate with institutional and wealth management audiences., • Event Management: Experience supporting and managing media events, including larger conferences and press briefings., • Press Office Management: Ability to act as a proactive press office - handling media enquiries, drafting comments and press releases, managing issues, and producing reactive statements., • Media Training: Experience coaching and preparing senior spokespeople for media engagements., • Analytical Skills: Experience in monitoring media coverage, producing insightful reports, and measure impact., • Industry Knowledge: Deep understanding of the UK media landscape and financial services sector, ideally asset management., • Communication Skills: Exceptional writing, editing, and verbal communication skills with attention to detail and tone., • Collaboration: Ability to work closely with business stakeholders and global communications teams to deliver integrated campaigns., • Senior-Level Influence: Comfortable operating at a senior level, advising and influencing senior stakeholders and executives., • EMEA Market Experience: Experience in other EMEA markets is a bonus, especially the Middle East. Qualifications • A minimum of 7-10 years of relevant Media Relations experience., • Bachelors degree required. This role can be extended as a day rated contract or FTC. Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Junior Financial Adviser (IFA) Location: Central London Salary: £35,000 per annum + up to 35% bonus Job Type: Permanent | Hybrid (3 days office-based, 2 days WFH) Working Hours: Full-time Job Description Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a fantastic opportunity to join a fully independent IFA firm, working exclusively with some exciting major corporate clients such as Facebook. You will also receive an existing client book of circa £2M, plus guaranteed leads for 2026. As a Junior Adviser, you’ll be servicing a portfolio of lower-end clients, helping them with their financial planning needs while developing your own advisory style. This is a brand-new role, so flexibility and a proactive mindset are key as you’ll help shape the programme alongside the leadership team. Key Responsibilities • Provide financial advice to a portfolio of clients, • Build strong relationships and deliver excellent client service, • Support the development of the advisory programme, • Work closely with the COO and wider team of IFAs and administrators, • Maintain up-to-date knowledge through CPD and further qualifications Requirements • Level 4 Diploma in Financial Planning (DipFA or equivalent) – essential, • CAS authorised, • CF30, • 1-2 years IFA experience, • Ideally academy-trained, • Strong sales and communication skills, • Confident in client-facing situations, • Sociable, adaptable, and eager to learn, • Comfortable working in a small, entrepreneurial team Benefits • Salary: £35,000, • Bonus: 35%, based on 3x threshold, • Hybrid working: 2 days WFH, • Standard pension and holiday allowance, • Support with CPD and further exams, • Opportunity to take on a client bank from day one, • Long-term career progression in a growing firm About the Company You’ll be joining a small, collaborative team of 6 experienced IFAs with a strong administrative team behind you, managing around £350M AUM. The company is fully independent and prides itself on delivering high-quality financial planning to prestigious corporate clients. Apply today to launch your career in financial advice with a firm that values growth, flexibility, and long-term development.

Minimum of 2 years in a technical Paraplanner position. Clear internal progression pathway to Senior Paraplanner or Adviser if desired. A well established financial planning practice is seeking a technically strong Paraplanner to support advisers with research, analysis and compliant report writing.

We are partnering confidentially with a leading global advisory and professional services firm to recruit a Senior Financial Adviser into its established Financial Planning division. Senior Financial Adviser – Leading Global Advisory & Professional Services Firm – London / Manchester / Reigate �

Job details Location: London Capability: Advisory Experience Level: Senior Manager Type: Full Time or Part Time Service Line: Customer, Ops & Infr Contract type: Permanent Job Description The Team The Infrastructure team, consists of over 400 professionals and is widely recognised as a leading independent business, financial and regulatory adviser in the infrastructure space. We provide in-depth advice on strategic, financial, regulatory and commercial issues driving investments in infrastructure across Power & Utilities (“P&U”), Transport, Telecoms and Social Infrastructure in the UK and globally. Our work includes market and policy design, economic and regulatory analysis, deal structuring and execution, as well as strategic and transaction advice to enable private and public capital to fund infrastructure. We work closely with other functions within KPMG to advise clients on mergers and acquisitions, valuations, tax, accounting, and due diligence. Power & Utilities is the one of the largest business areas for the Infrastructure Group and encompasses work for large clients in the sector, including all of the leading UK energy and water companies as well as some of the largest utilities in Europe and beyond. We are currently expanding our Telecoms and Digital practice within our Power & Utilities business. Our Telecoms and Digital team deliver expert advice on regulations, policy development, and commercial strategy. Drawing on our diverse expertise in economics, regulatory finance and sector-specific knowledge, we help clients navigate complex challenges and capitalize on emerging opportunities. Whilst headquartered in the UK, we work extensively with other international KPMG member firms. Working seamlessly with KPMG's global network, we combine international leading practices with deep local market expertise to deliver tailored solutions for our clients across the telecommunications and digital landscape. Examples of some projects the Telecom and Digital have delivered include: • Economic analysis across several projects for government departments to support decision making on mobile telecoms strategy and policy., • Regulatory costing advice for telecoms regulators, • Expert regulatory and costing advice for international mobile and fixed network operators., • Industry insights on international good practice to inform 5G and fibre strategies for international telecoms businesses., • Support to operators on regulatory pricing consultations., • Support for a European regulator in running its regulatory accounting consultation., • Assessment of 5G policies across countries leading the 5G rollout and lessons learnt from these., • Strategic review of the telecoms supply chain for 5G services of a large European country., • Economic review of the telecoms supply chain for 5G standalone, telco cloud, RAN, optical communications and BSS/OSS services for a large European country., • Benchmarking and assessment of the current regulatory framework and performance of the Communications ministry of a country in the Middle East., • Support for a large telco in developing its full fibre business case model to get funding approval from its Board of Directors., • Members of the team led on the design, development, and implementation of a B2B customer profitability solution for a leading global telco across its operating companies in Europe and Africa. The Role Our business is continuously expanding and we are looking for high quality candidates to support the growth of the Telecoms and Digital team. We are looking for a highly motivated individual to join our Telecoms and Digital team as an Associate Director. As an Associate Director you will be expected to manage multiple projects from conception to completion. The work will include a combination of report drafting, preparing presentations for key stakeholders, economic analysis, and engaging with clients. To support the expansion of the Telecoms and Digital team, you will also be expected to support the business development activities such as drafting proposals and thought leadership materials. This will be a significant part of the role. Responsibilities: • Play a key role in our sales efforts, building and maintaining effective relationships with key clients across the sector, as well as with other advisors. Identify and act on new opportunities with both new and existing clients, • Being involved in business development to identify new opportunities and contribute to specific business development initiatives, particularly proposals and pitches, • Maintaining a good understanding of policy and regulatory issues in the Telecoms and Digital sector and the associated financial implications, • Play a pivotal role in running projects and maintaining client relationships with minimal supervision from Directors and Partners, • Ensure that client work is delivered to the highest standards in both content and form, managing client interactions, tracking budgets, and complying with the company’s risk processes, • Lead project teams of 2-12 people, fostering a collaborative spirit and culture of respect. Maintain a positive attitude when the team is under pressure, supporting other team members, • Be involved in the wider management and development of the P&U Telecoms and Digital team, including contributions to recruitment, performance appraisal, mentoring and thought leadership, • Providing effective management, coaching and mentoring of junior staff on specific engagements The Person We are looking for someone with the following experience: Experience and education • Extensive experience in the Telecoms and Digital sector, whether in specialised consulting, industry, regulation or policy development, • MA/MSc/MPhil or higher in Economics, Finance, Mathematics, or related field (candidates with other relevant degrees will be considered based on experience) Technical Expertise • Comprehensive knowledge of UK and international regulatory and policy frameworks for telecommunications, including regulatory mechanics and their practical application, • Deep understanding of the Telecoms and Digital sector structure, key stakeholders, and current policy landscape, • Advanced financial analysis and modelling capabilities with strong theoretical foundation in economics and finance, • Ability to develop compelling, well-reasoned solutions to complex economic and financial challenges Leadership and Project Management • Proven track record managing large, complex projects including team leadership, resource allocation, and stakeholder management, • Experience leading teams of varying sizes with demonstrated ability to build trust, foster collaboration, and maintain team morale under pressure, • Strong coaching and mentoring skills for developing junior colleagues Client-Facing Skills • Extensive experience in external-facing roles with confidence presenting to senior stakeholders, • Exceptional report writing abilities and advanced proficiency in Excel and PowerPoint, • Natural relationship builder capable of engaging effectively with companies, investors, regulators, and diverse internal teams Highly desirable • Business development experience, • Track record of thought leadership and innovation within the sector, • International market experience

Fintel Services is a group of market-leading companies within Fintel PLC, with annual revenues exceeding £50m. We are seeking a product manager who has led product initiatives to deliver at pace, in multiple environments and who is especially good at distilling complexity into simplicity. You'll be particularly interested in building software solutions that can leverage and enhance human expertise and value in the age of AI. About Fintel Services ___ is a division of Fintel PLC and comprises a number of leading brands and divisions. We serve a large number of advice firms across the UK, helping them deliver better consumer outcomes. In addition, we hold relationships with numerous product providers and deliver hundreds of events a year. Our business consists of: • Compliance services: threesixty services, simplybiz and Compliance First, • Distribution: Omnicore and Omni Protect, • Mortgages: Simplybiz Mortgages, Gateway Surveying and FIBA, • Financial services events: Owen James Our Software and Data division, comprises a number of leading advice technology businesses such as Defaqto, VouchedFor, Synaptic, and Competent Adviser. Together we serve over 10,000 financial advisers to help them grow their business, manage risk, and advise their clients. Role overview Fintel Services is a business based around human value - our consultants’ regulatory expertise is unrivalled. Our Software and Data division brings some of the best financial advice technology minds together to build powerful solutions that can transform how advice businesses operate and ultimately drive better outcomes for end consumers. This role is a unique opportunity to sit at the intersection of brilliant human compliance expertise and deep advice technology understanding, to define and design leading compliance tech solutions. In this role you will deliver a more holistic understanding of what great regulatory services look like, an ability to connect and integrate solutions, and a deep understanding of the full range of needs an advice business has. This role reports in to the Product Operations Manager and will work closely with the Fintel Services Technology Director. Role responsibilities • Shape and drive forward our compliance products offering in the age of AI., • Create and own the product vision and strategy behind how we deliver the compliance services of the future., • Work with a squad of developers to design and develop innovative solutions., • Work with leadership and stakeholders across the whole Fintel group to understand their goals and priorities and manage the product backlog to reflect that. What you'll need to succeed • 5+ years SaaS / digital product experience., • Evidence of being able to deliver at pace within complex or matrix-managed. organisations, bringing a positive approach and finding creative solutions to remove blockers., • Evidence of developing product initiatives in a truly customer-centric way; ability to distil customer insights and business needs into a compelling product strategy., • A deep understanding of customer research and UX best practices., • Evidence of being able to distil regulatory and business complexity into simple and impactful solutions., • Experience of RegTech would be advantageous., • Entrepreneurial mindset., • A high-level understanding of generative AI, AI agents and LLM integration within software application. Location The team work remotely so there is no expectation to spend defined time in the office. However, it would be useful if you can get to the office from time to time to meet stakeholders and get to know the business. Our offices are in Wythenshawe, south Manchester and Huddersfield. Right to work Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship. Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do. For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.

Financial Adviser | IFA £70,000 - £150,000 | Un-Capped Earnings Clients Provided Nationwide Roles A market-leading Financial Planning firm is expanding its UK team of employed Financial Advisers. The role provides a dedicated client bank, warm leads, and comprehensive back-office support. THE ROLE • Financial Adviser, • Leads and clients provided, • Qualified meetings booked into the adviser’s diary, • Advising clients locally where you live in the country, • Conduct fact-find meetings with new and existing clients, • Prepare sound financial plans to ensure clients meet their financial goals, • Work from home, • Back-office support BENEFITS • Basic Salary, • Un-capped bonus, • OTE: £70,000 - £150,000, • Pension, DIS, holiday and other benefits WHAT YOU'LL NEED TO SUCCEED • Diploma Level 4 Qualified Financial Adviser, • 3 years minimum experience as a Financial Adviser, • Experience in offering holistic financial advice, • Proven track record of success and achievements, • Experience in conducting new business with clients NEXT STEPS Click on the apply button and remember to attach a copy of your CV. Vision-FS Recruitment is a leading UK-based Financial Services Recruitment company. Financial Planning | Wealth Management | Employee Benefits |

Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in London, our largest and top performing practices have further expansion plans and are looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients. Who we’re looking for: • Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitious, • Customer centric approach and mindset, • Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives, • Capability of working to a target efficiently and maximising the potential of every opportunity, • A focus on best practice, strong team spirit, positive client outcomes and experience, • The ability to engage successfully with new leads and new clients efficiently How SJP will support you: We will provide bespoke support, to smooth your transition into our business. • Existing client servicing opportunities with both private and corporate clients, • Access to our distinctive approach to investment management, • The St. James’s Place Advice Guarantee*, • Specialist advice and technical support, • Exceptional marketing support, including client events, • The power of the St. James’s Place brand, • Streamlined administration allowing more face-to-face time with clients You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing support you need. You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration. This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives. • If this sounds like the next step for you, please apply above

Who Are We At Knight Frank, we work responsibly in partnership to enhance people’s lives and environments. Founded in 1896 and headquartered in London, UK, Knight Frank is one of the world's leading independent real estate consultancies. Founded in 1896, Knight Frank was registered as Knight Frank LLP a Limited Liability Partnership, on 3 November 2003, registered in England & Wales at 55 Baker Street, London, W1U 8AN with the registered number of OC305934. In over 50 Markets, 600+ Offices, 20,000+ People, 1 Global Network. At the heart of all we do are our Clients. A relationship built on trust is vital. As trusted partners in property, we act with integrity and care, understanding our clients’ unique needs and consistently thinking about the bigger picture to provide personalised, clear and considered advice across all areas of property. Through our deep understanding of key markets and sectors – both emerging and established – we are dedicated to meeting and exceeding their property goals. A true partnership is a balanced one, and our People are passionate about, and committed to, making our business inclusive and diverse. We give every individual the space and opportunity to perform at their best and be recognised for the immense value they bring. We empower everyone to have autonomy in their role and encourage them to use their voice in how we can make a positive impact as a firm and shape the future of real estate, the built environment and the impact on the communities we serve. Our collaborative and engaged teams provide excellent and dedicated client service. In our workplace, opinions are respected, everyone is invited to contribute to the success of our business and innovation, and new ideas are celebrated. In 2021 we celebrated our 125th anniversary and set out Our Desired Future, cemented in three pillars: People Potential, Client Centricity and always Creating our Future, together. Learn more about what sets us apart ___. About The Role Knight Frank Finance offers more than just advice on the latest property finance options. Our expert team combines unrivalled market insight with centuries of collective experience to deliver exceptional results for our clients. We are now recruiting for a Mortgage Adviser to join our high-performing team within Knight Frank LLP, the world’s largest privately owned property consultancy. This is an outstanding opportunity to work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Prime Central London and international markets. Based at our Global HQ at 55 Baker Street, you’ll gain access to an exclusive client base requiring bespoke mortgage and complex financing solutions. As recognised leaders in the large-loan space, Knight Frank Finance maintains long-standing relationships across the private banking sector. Key Responsibilities • Build and maintain a strong pipeline of mortgage business through internal referrals and self-generated leads., • Provide market-leading mortgage advice across a range of financial products., • Identify and deliver the most suitable lending solutions to meet client needs., • Offer exceptional client service to encourage repeat and referral business., • Ensure all files and advice comply with regulatory and internal standards., • Proactively source new clients while collaborating with colleagues across Knight Frank’s range of service lines. What We’re Looking For • CeMAP-qualified (or equivalent)., • Proven experience as a Mortgage Adviser or Broker (5+ years preferred)., • Strong track record in sales-focused or client-facing environments., • Experience within London or Prime Residential Markets advantageous., • Highly motivated, target-driven, and committed to delivering exceptional client outcomes. What You’ll Get In Return • Uncapped earning potential with access to HNW and UHNW clients., • Private Medical Insurance (BUPA)., • Exclusive training and career development within a prestigious global brand., • Hybrid working environment based in Central London. If you're ready to grow your career within a dynamic, internationally respected finance team, apply now to join ___! Competitive salary Please note: this is a Direct Search led by Knight Frank. Applications from recruitment agencies will not be accepted nor will fees be paid for unsolicited CVs, even if provided by PSL agencies.

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About The Role The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions span all segments of global capital markets. As a private partnership, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented, diverse workforce and fostering an inclusive, collaborative culture because we believe multiple perspectives lead to better decisions. The Position As a member of the Total Rewards team, the Senior Benefits Analyst is responsible for the management and administration of employee benefits—including pension, insurance, wellbeing, and statutory programs—across the UK, Italy, Switzerland, Luxembourg, Germany, France, Spain, and Dubai. The role ensures accurate day-to-day delivery of benefit programs, strong vendor management, and compliance across a diverse regional footprint. Key Responsibilities • Regional Benefits Administration, • Manage the day-to-day administration of benefits programs across the UK and EMEA., • Oversee annual renewals, eligibility processes, enrolments, and reporting., • Partner with HR Operations and Workday teams to maintain accurate benefit, payroll, and HRIS data., • Serve as the primary point of contact for benefit inquiries., • Vendor & Consultant Management, • Coordinate relationships with external consultants, brokers, insurers, pension administrators, and wellbeing partners., • Lead or participate in RFPs, quarterly business reviews, and service delivery assessments., • Support the delivery of employee information sessions in local EMEA offices., • Employee Communication & Education, • Develop and deliver engaging benefits communication materials., • Update employee handbooks and internal content regularly., • Conduct presentations and office roadshows., • Respond to feedback and inquiries on a regular basis from employees of all levels, • Governance, Compliance & Regulatory Oversight, • Ensure compliance with local regulatory requirements across multiple jurisdictions., • Monitor market and legislative trends to recommend program adjustments., • Data Analytics & Reporting, • Analyze benefits data to identify trends and efficiency opportunities., • Create and present dashboards, reports, and summarize key insights to senior leadership., • Support budgeting, accruals, and forecasting for EMEA benefits., • Strategic Partnership & Projects, • Collaborate with global Total Rewards colleagues., • Support wellbeing initiatives and benefits harmonization., • Contribute to system enhancements and process improvements., • Synthesize employee feedback and any reporting insights to provide recommendations to leadership Qualifications • Experience in benefit plan administration in the UK and ideally EMEA., • Strong analytical and numeracy skills., • Proficiency in Excel and Workday., • Excellent written and verbal communication skills., • Customer-service orientation., • Cross-cultural awareness and confidentiality., • Strong interpersonal skills., • Ability to apply independent judgment and operate effectively in ambiguity., • Demonstrated project-management capabilities., • Hands-on, proactive, and flexible approach., • Professional presence and ability to work with employees of all levels, • Financial services experience strongly desirable. Key Competencies • Benefits subject-matter expertise, • Analytical & problem-solving capability, • Accuracy & data integrity, • Vendor relationship management, • Cross-cultural communication, • Project management & execution, • Discretion and sound judgment, • Employee-service orientation Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . Benefits At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

About The Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us! About The Role Level: 4 Department: The Advice Hub - Distribution Location: Homebased, United Kingdom Contract Type: Permanent Regulated/Non-Regulated: Non-Regulated The Advice Hub is a critical growth function across the Quilter Group. Consisting of Financial Planners and support staff, providing first class ongoing financial advice to clients who have joined us as a result of acquisitions. The Advice Hub is a place for individuals to thrive, embrace digital and deliver positive client outcomes. As part of expansion plans for The Advice Hub we are looking to recruit an additional Financial Planning Manager to lead a team of Financial Planners based in the South of England. The role will be to coordinate the efforts of the team to deliver ongoing servicing to existing customers and grow our relationship with them. Predominantly through the means of remote financial advice, the team look to increase client retention and deliver on the advice needs of our customers. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of developments within The Advice Hub. The team will consist of Financial Planners with varying levels of Advisory experience therefore coaching and mentoring is essential to this role. Oversight of the team’s delivery against our advice standards, service standards and competence. In additional to business targets set. Creating a positive and productive team culture is essential, with targeted expansion plans already underway The Financial Planning Manager will also have responsibility for recruitment of new Financial Planners into the team. The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice. The successful candidate will join The Advice Hub management team where it is very much a collaborative contribution to deliver against our plans. Consumer Duty Whilst this isn’t a directly customer facing role, the duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction. About You The ideal candidate will be able to demonstrate previous experience in the following key areas: • Advice/sales, • Client relationship management, • Coaching/mentoring skills, • Relevant business development experience, • Leading/managing people As the Financial Planning Manager, you will have a track record of working in financial services in a management or senior advisory position. You will be experienced in regulated financial advice. Be delivery focused, with high energy and drive, and ability to deliver through others. Have exceptional interpersonal skills – able to build relationships and lead through influence at different levels. Creative problem-solving skills including negotiation and conflict resolution skills. Able to utilise strong mentoring and coaching skills to engage and lead advisers. You will be focused on results and achievement of targets. Have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others. You must have your Level 4 diploma in Financial Advice to be considered for this opportunity. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

We are looking for an experienced and commercial individual to lead the evolution of our key investment relationships - unlocking innovation, collaboration, and long-term commercial success. This is a new and pivotal role reflecting the growth and ambitions of our business. ___| Better data, smarter products, more value We connect the UK’s financial providers with intermediaries across a fragmented and complex landscape—driving better outcomes for all. We empower intermediaries with deeper product understanding—features, benefits, and positioning—so they can deliver better advice and outcomes for UK consumers. We support product providers in developing and refining propositions to enhance competitiveness and maximise return on investment. We are Fintel services new Distribution company. Why you should join us Omnicore enables continuous optimisation of product features and services - aligning with consumer needs and intermediary behaviours to create a streamlined, value-driven, and competitive market for all participants. • 45% penetration in the directly authorised (DA) market, • £11bn transactions supported via SimplyBiz proprietary software, • Largest UK protection club, • Largest UK event programme Role overview The Head of Strategic Partnerships will lead the strategic management of all investment partner relationships, ensuring alignment with business objectives and driving growth through collaboration and innovation. This vital new role will oversee the Key Accounts function, manage a team of Key Account Managers and a Key Account Support Executive, and act as the primary liaison between our business and its most critical partners. Key responsibilities • Develop and execute the Key Accounts strategy to strengthen relationships with investment partners and maximize commercial opportunities., • Serve as the senior point of contact for all strategic investment partners., • Negotiate and manage high-value agreements, ensuring mutual benefit and long-term sustainability., • Lead, mentor, and develop a team of Key Account Managers and the Key Account Support Executive., • Identify and capitalize on opportunities to expand revenue streams through strategic partnerships., • Work closely with senior leadership, marketing, operations, and product teams to deliver integrated solutions for partners., • Provide regular performance reports to the CEO and Board using data-driven insights. Your objectives • Position the business as the preferred partner for investment firms., • Deliver measurable growth in revenue and partner engagement., • Build a high-performing Key Accounts team that sets industry benchmarks. What you'll need to succeed • Proven track record in senior account management or partnership leadership roles within financial services or investment sectors., • Experience managing multi-million-pound relationships and complex stakeholder environments., • Demonstrated success in leading teams and delivering strategic growth., • Degree-level education (MBA or equivalent is desirable). Your approach to work • Exceptional leadership and people management skills., • Strong commercial acumen and negotiation expertise., • Ability to build and maintain senior-level relationships., • Strategic thinker with a results-driven mindset., • Excellent communication and influencing skills., • High emotional intelligence and resilience. Location This is homebased with travel to adviser firms nationally as required. If you like to work from an office, you can base yourself in any of our Fintel group offices such as Huddersfield, Glasgow, Haddenham or London. Right to Work Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.

At Paragon Customer Communications, we bring together innovation, insight, and operational excellence to help organisations communicate more effectively. As we continue to evolve and streamline our finance function, we are looking for a Change & Transformation Accountant who is passionate about driving meaningful change and creating a future-ready finance environment. This is a unique opportunity to play a key role in shaping the next chapter of our centralised finance model. You’ll be the financial voice at the heart of transformation—bridging strategy, operations, and technology to ensure every change initiative is robust, well-controlled, and commercially impactful. What you’ll be doing As our Change & Transformation Accountant, you will: Champion Process & System Improvements • Design and embed enhanced, technology-enabled financial processes across the centralised model., • Identify opportunities for simplification, automation, and standardisation., • Ensure every process reflects strong controls, audit compliance, and operational efficiency., • Present change initiatives to our Finance Risk & Change Control Board (FRCC). Lead Transition & Change Activity • Support the migration of activities into the centralised function., • Assess and mitigate financial risks throughout transformation phases., • Create and support training materials and process documentation. Strengthen Risk & Controls • Evaluate finance and non-finance risks and propose mitigation plans., • Ensure transformation activities adhere to accounting standards and regulatory requirements., • Support post-implementation reviews and continuous improvement cycles. Engage & Influence Stakeholders • Work closely with operational teams, finance leaders, and cross-functional partners., • Bring clarity to complex financial data, enabling confident decision-making., • Act as a trusted financial adviser throughout change projects. Key Collaborations You’ll work closely with: • Heads of Overheads & Balance Sheet Accounting, and Revenue/COGS/Inventory, • Finance Managers (Revenue & Overheads), • FP&A, • FRCC Board members, • Operational teams across Paragon, • Internal & external auditors What you’ll bring Essential: ✔ Qualified accountant (ACCA, CIMA, ACA) with 3+ years in transformation or change-focused roles ✔ Strong analytical and financial modelling skills ✔ Confident communicator with excellent stakeholder management ✔ A proactive mindset and passion for continuous improvement ✔ Comfortable working in a fast-moving, evolving environment Desirable: • Advanced Excel skills, • Experience with Power Apps, • Background in management accounting, analysis, business partnering, or project delivery, • Cross-functional experience What success looks like • Delivering and documenting impactful process improvements, • Enhancing control frameworks and financial governance, • Enabling scalable, future-proofed finance processes, • Strong stakeholder engagement and feedback, • Smooth and effective change implementation Devonshire is an equal-opportunity employer, and we encourage job applications from people of all backgrounds. All qualified applicants will receive consideration regardless of gender, race, religion, age, disability, sexual orientation or marital status. We recognise how challenging this current job market is for candidates, and Paragon Talent Solutions are therefore striving to provide the best candidate experience we can. If you are interested in this opportunity, we kindly request that you apply via this LinkedIn advert, as opposed to sending us an email or LinkedIn direct message. We are eager to ensure that each candidate application is considered fairly, and receives a consistent experience. Unfortunately, we cannot ensure this standard if you enquire about a role via email or LinkedIn message, as it falls outside of our established process This can be a fully remote role with some ad-hoc travel, alternatively, hybrid if any of our UK locations align and you would prefer people contact. Salary up to £70K.

Are you ready to lead the growth of an innovative adviser solution that's transforming the way financial professionals manage their client relationships? This is your opportunity to take ownership of a high-impact product, Command Deck, and shape its success in the UK market. You'll be at the forefront of introducing a cutting-edge tool that integrates into the FE fundinfo Nexus ecosystem, giving advisers a complete 360-degree view of their business. In this role, you'll work on exciting projects, build strong relationships across the financial advice sector, and play a pivotal part in driving strategic growth. Your key responsibilities as a Senior Business Development Manager will include: • Demonstrating the value of Command Deck to new business prospects across the UK, both online and in person., • Managing a pipeline of opportunities from initial demonstration through to contract completion., • Attending adviser conferences throughout the year to represent FE fundinfo and promote our solutions., • Actively engaging on social channels to increase visibility and awareness of our offerings., • Collaborating with internal teams to ensure seamless integration of Command Deck into the wider Nexus ecosystem., • Adhering to all general security responsibilities as documented in the company security policy. You will need the following experience and skills to join us as a Senior Business Development Manager: • You must have a proven track record in software, platform or back office sales., • You will have experience selling to financial advisers and understand their business needs., • You should possess a deep understanding of investment funds, platforms, and adviser networks., • You will be confident presenting to diverse audiences and building strong client relationships., • You should be proactive, self-motivated, and able to think strategically to drive growth. FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. At FE fundinfo, we foster a collaborative and inclusive culture where innovation thrives. You'll enjoy flexible working arrangements, including hybrid options, and have access to continuous learning opportunities to support your career growth. Our teams regularly come together for knowledge-sharing sessions and social events, creating a dynamic and supportive environment. Benefits • 25 days of annual leave with the option to buy an extra 5 days each year., • Benefit from enhanced paternity, maternity, and shared parental leave., • Secure your future with our pension scheme., • Advance your career with sponsored learning and development, including formal qualifications., • Comprehensive health coverage to keep you and your family protected., • Stay fit with discounted gym memberships., • Take advantage of the Bike to Work scheme for eco-friendly commuting., • Keep your eyes sharp with eye care and flu jab services.

IGA is partnered with a rapidly growing global wealth-technology provider to expand their specialist Client Servicing & Implementation team. We’re looking for a technically strong, client-focused professional who is excited by the intersection of investment advice, data integration, and digital transformation — and who wants to play a hands-on role helping banks and wealth managers implement advanced financial-planning technology. Do you enjoy solving analytical problems, working with APIs, and supporting clients in making better investment decisions? Are you looking for a role that blends technical expertise, modelling, and direct client engagement — with real ownership from day one? If so, this could be your next move. The Firm Our client is a global leader in financial planning and risk/return modelling technology. Their solutions help banks, wealth managers and financial advisers design evidence-based, goal-aligned investment strategies for clients. They operate at the cutting edge of goal-based planning, scenario modelling and adviser-enablement technology — building tools that help individuals and institutions make smarter, more sustainable financial decisions. You’ll be joining a young, international team known for its innovation, flat structure, and collaborative culture. Continuous learning, problem-solving, and client impact sit at the heart of everything they do. In this role, you will: • Support UK banks and wealth managers with the technical implementation and integration of the firm’s financial-planning platform., • Guide clients through API integration, data connections, configuration and custom reporting., • Act as the day-to-day technical expert for client queries — providing clear, practical solutions., • Deliver onboarding and training sessions to help clients get the most out of the platform., • Work closely with developers and product teams to translate business requirements into smart features., • Contribute to continuous improvement of the product ecosystem and client experience., • Learn and apply goal-based financial-planning concepts, including modelling and scenario analysis., • Split your time between the office, home working and occasional client visits in the UK and abroad. Who we’re looking for: • 2–5 years’ experience at a bank, wealth manager, or advice-led financial institutions., • Hands-on exposure to APIs, data integration, financial modelling, or similar technical work., • Strong analytical and problem-solving skills, with genuine interest in financial markets., • Excellent communication skills — able to explain technical concepts to non-technical audiences., • A proactive, curious team player who thrives in dynamic, fast-moving environments. You’ll stand out if you have: • Experience with advice technology, digital client portals, or financial-planning tools., • Understanding of how financial advice is delivered (traditional and digital)., • Client-facing experience and comfort leading discussions or training sessions., • A Level 4 RDR qualification. Why this role stands out: • Cutting-edge work – Be at the forefront of digital client advice, modelling and wealth-tech innovation., • Ownership from day one – Shape integrations, client journeys and product enhancements., • Collaborative culture – A supportive, diverse team where your ideas matter., • Career growth – Rapid development across analytics, modelling, engineering, and client advisory., • Flexibility – Hybrid working, international exposure, and regular interaction with leading UK wealth managers. If this sounds like a fit, reach out to Oliver Clark for a confidential conversation — either via LinkedIn or at . We look forward to hearing from you.

Self-Employed Mortgage Adviser (Experienced & Trainees with Proven Sales Backgrounds) 💰 £100k+ Year 1 realistic earnings | £150–200k Year 2 | Top performers £250k+ 📍 Must live within 45 minutes of Hammersmith | Self-employed | Commission-only About Us Capricorn Financial is London’s highest-performing mortgage brokerage, trusted by FTSE 100 developers and premium estate agents. We provide qualified leads, in-house support, and elite training to help ambitious advisers scale fast. What We Offer • 10–15 warm leads every week, • Exclusive introducers & HNW clients, • Full training, 1-to-1 coaching & fast-track sales support, • CRM, Smartr365, Docusign, and admin support Who Thrives Here? • Existing mortgage advisers OR, • Trainees from estate agency, recruitment, financial sales, or other target-driven sectors, • Commission-focused, driven, and coachable professionals, • CeMAP or RO1 qualified (or actively studying), • Based within 45 minutes of Hammersmith Why Capricorn? • Serious earning potential: £100k+ Year 1, £200k+ Year 2, • High-performance culture where achievers thrive, • Infrastructure to accelerate your growth 🔁 Apply Now Applicants must have the right to work full-time in the UK without current or future sponsorship. Due to high application volumes, we will only contact shortlisted candidates. If you’ve proven yourself in sales and want to build a six-figure income fast, apply today with your CV.

At Smart, our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world. THE ROLE The primary role is to provide telephone and email support to the Smart Adviser network, their client base, and key employer accounts in their duties as Pension Scheme Administrator. Create and develop a strong working relationship with Advisers and Employers, supporting their everyday needs in relation to meeting their ongoing auto-enrolment obligations and broader pension requirements. Proactively look to identify any additional support, education, and training requirements. Create revenue via our Managed Service and Remediation options by looking for opportunities where clients would benefit from our Managed Service and finally proactively identify areas where non-key accounts require extra support to retain the business. Who We Are Looking For Main Responsibilities will include; • Represent Smart in the delivery of a service experience that stands out from the crowd., • Effectively navigate the Smart Platform (adviser, employer, admin hub) to meet client and adviser requirements. • Assist with the set up of payroll software and submission of contributions, • Seek ongoing education and support through the identification of client issues., • Delivering service and responding to day-to-day telephone and email enquiries within agreed SLA timescales. • Meeting personal performance targets, • Creating revenue by passing opportunities to our Managed Service team., • Make proactive contact with non-key accounts to retain the business, • Outbound calls in order to correct technical or data issues from our Control Reporting, • Support other team members when and where necessary in order for SPMT to meet Service Levels • Achieve 5* Trust Pilot Reviews based on the service provided Proficiency in pension administration and contact centre operations. FA2 Or Similar Accredited Qualifications. Reliability and Adaptability: The ability to quickly adjust to changing circumstances, tasks, or priorities is essential. You should be open to learning new things and taking on different responsibilities as needed. Telephone & Written Skills Being able to communicate clearly, empathetically, and professionally over the phone. Strong written communication skills are needed for emails, documentation, and workflows. Good Interpersonal, Telephone, Written, and Problem-Solving Skills. Effective communication and the ability to build rapport with colleagues, clients, and team members are essential. The capability to identify issues, analyse them, and propose practical solutions is crucial. Understanding Clients' Needs to Create Bespoke Solutions if appropriate Client-Centric Approach: The ability to actively listen to clients, understand their unique needs, and find solutions that address their concerns. 2/4Continuous Learning A commitment to ongoing learning and professional development, including utilising training resources provided by the company and external courses, for example, CII, CF1, FA2 etc Working Well Within a Team and Providing Internal Training and Support: Collaborative skills and a willingness to work effectively with colleagues to achieve common goals. The ability to share knowledge and assist team members in their learning and development. Attention To Detail The ability to maintain high levels of accuracy and thoroughness in administrative tasks. Organisational Skills Effective time management and task prioritisation are important for delivering administrative services efficiently. Good skills in Microsoft Office applications Excellent Understanding of the Smart Pension Admin Hub (CRM). The ability to effectively use and navigate CRM systems and software to manage client relationships, track interactions, and gather insights. These soft skills are essential for success in the role and will enable the individual to excel in tasks related to client management, administration, and team collaboration. Cultivating and demonstrating these skills will contribute to effective performance and positive contributions to the organisation. Who We Are We work in partnerships with governments and financial institutions in the UK and internationally. Our cloud-native digital platform is revolutionising how people around the world think about, and save for, their retirement. At heart, we’re a financial technology business. What we do is all about innovation, and using the power of digital change to put the customer first. Our Engineers will tell you that working at Smart gives you the opportunity to play your part in developing world-class technological solutions, working with – and learning from – like-minded people. You’ll also find that, across our business, our colleagues love Smart’s culture, and how what we do means better financial outcomes for savers. That feels worthwhile, and it means that what we do, collectively, goes way beyond the nine to five of a typical working day. Don’t just take our word for it – you can see what our colleagues say about working at Smart on ___ and ___. Benefits At Smart, one of the eight principles we work to is “We want happy and good people in our team”. We created a list of benefits that helps us achieve this goal: • 25 days’ holiday per year, increasing with length of service., • £500 annual training budget to spend on your professional development, • Extensive private healthcare, including dental, eyecare and EAP, • Enhanced sick leave (three months’ pay per year), • Enhanced maternity and paternity (maternity – 6 months fully paid/paternity – 3 weeks fully paid), • Death in service insurance cover, • Fully-paid five-week sabbatical after five years of employment, • In office wellbeing, such as manicures, massages and barbers., • Smart employees also enjoy a 50% discount on orders from our sister company Arena Flowers, Britain's most ethical florist. They offer unique hand-tied bouquets, luxury flowers, letterbox flowers, plants and gifts to spend on friends and loved ones or even for yourself. We think Smart is an awesome place to work. If it sounds like somewhere you’d like to work, too, and if you’re ready to play your part in our continued success in the future, then naturally we’d love to meet you. Our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.

Kenneth Brian Associates are recruiting for a Report Writer and Adviser support on behalf of a respected and long-standing financial services company based in Cheam.This is an excellent opportunity for someone with experience in suitability report writing and adviser support, who enjoys working with

Employed Financial Adviser (Clients Provided). Minimum 3 years' experience in financial advisory or wealth planning. Level 4 Diploma in Regulated Financial Planning -.

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.The business is comprise

Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. Senior Advice Technician Requirements. A Senior Paraplan

Kenneth Brian Associates are recruiting for a Report Writer and Adviser support on behalf of a respected and long-standing financial services company based in Cheam.

As a key member of the Financial Planning (national) team, the New Client Adviser will focus on onboarding new business to SPW, the majority of which will be generated from our Parent Company, Lloyds Banking Group. As an experienced New Client Adviser, you’ll be at the forefront of welcoming new c

The adviser will have complete control of the advice process but will have the benefit of bespoke & best in class digital technology to support every part of your advice journey. The Academy follows a structured training programme covering qualifications and other training needed in order to become

Job Description Paraplanner | London | Full Time | £33,000-£40,000 per annum Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base.

Job Description Description Ashurst is a leading global law firm with a determination to go beyond the ordinary by outpacing change.We have a community of 4800+ people across over 30 offices globally and are a trusted adviser to top corporates, financial institutions and governments.What sets us a

Paraplanner | London | Full Time | £33,000-£40,000 per annum Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning. What's in it for you? Training and support to expand your paraplanning and compliance skills Exposure to a wide range of financial planning areas: pensions, investments, protection, and more A supportive and collaborative London-based team environment Are you the right person for the job? Previous paraplanning experience (or experience in financial services) is preferred Strong communication skills and a proactive attitude Excellent attention to detail and organisational abilities Ability to work effectively both independently and as part of a team Proficiency in Microsoft Office, particularly Excel and Word What will your role look like? Supporting advisers with research, report preparation, and documentation Assisting the management team with compliance administration and regulatory record-keeping Preparing suitability reports, pension reviews, and investment proposals Maintaining accurate client records and ensuring compliance with FCA regulations Collaborating with team members on ad-hoc projects and initiatives What's next? It's easy! Click “APPLY” now! We can't wait to hear from you! Your data will be handled in line with GDPR TPBN1_UKTJ

Key Partnerships is part of Key Group, one of the leading financial services groups for those both in, and approaching their retirement. We offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. We are looking for a Business Development Manager to join us, to optimise production from existing introducing partners and to bring in new partners into the proposition. The National BDM will work alongside the Director for Adviser performance and Key Partnerships team to support the retention and growth of existing Key partners, whilst acquiring new relationships. Driving growth by ensuring optimum operational efficiency for both sales and service, by supporting at events and external meetings to drive the referral proposition. This will involve both internal and external stakeholder management, and will also involve supporting with new business pitches, responses to tenders and on-boarding. Key Responsibilities: Relationship Growth & Retention: Develop and nurture existing partner relationships to maximize value, while identifying opportunities for growth through referral partnerships. Operational Collaboration: Partner with the KP team to ensure operational excellence across sales and service functions, delivering efficient processes and outstanding customer outcomes. Business Development Support: Assist in new business initiatives, including pitches, tender responses, onboarding of new partners, and managing day-to-day operational requirements for successful partnerships. Strategic Contribution: Support the development and execution of the corporate growth strategy, embedding company values in all activities. Stakeholder Management: Act as the primary point of contact for partners and internal stakeholders (distribution, operations, finance, change), ensuring effective communication and issue resolution. Continuous Improvement: Drive operational enhancements to optimize partner performance and deliver measurable results. Market Intelligence: Provide insights and feedback to senior management to inform product development and distribution strategies. Governance & Reporting: Lead actions agreed at governance meetings, oversee partner-related processes, and maintain accurate management information for stakeholders. Compliance & Delivery: Ensure all onboarding and operational activities are scoped, implemented, and delivered to the highest standard. Skills and behaviours we look for: Proven track record of delivering of sales targets. Organised and focused with the ability to multitask effectively. Analytical using data to identify trends and drive actions. Proactive, self-starter. Highly motivated and adaptable to the needs of the business Enthusiastic with a passion to succeed within a growing company. Personal drive but with empathy to work successfully within a team environment. Solid Communication Skills Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 25 days holiday, plus bank holidays. Rising to 28 based on length of service. Additional holiday purchase scheme 1 charity day Tier 1 pension (5% Employee, 8% Employer) Axa Exec Healthcare or Simply Health cashback plan Life Assurance Plus many many more! TPBN1_UKTJ

Financial Planning – New Client Adviser Remote Role Description As a key member of the Financial Planning (national) team, the New Client Adviser will focus on onboarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the onboarding of clients and managing clients through their initial interactions with business. Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place. Key Accountabilities • Ensure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic advice., • Meet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goals., • Build client relationships to identify and address clients' financial needs., • Own the client relationship - in the main up to the first three months of being a client at which point you will hand the client across to the ongoing relationship team, liaising throughout to ensure first class standards of service., • Adapt to enhance relationships with clients and increase opt-in rates for Ongoing Advice Service., • Seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shifts., • Support approach to leading others to joint goals., • Commit to the business values, focusing on delivering against our regulated responsibilities , not least our Consumer Duty responsibilities., • Maintain professional standards and competency, including continuous professional development to support your SPS (Statement of Professional Standing) as part of the business T&C approach. Qualifications & Skills • Qualified Level 4 Diploma qualification. Level 6 / Chartered status is desired but not essential., • Extensive experience in conducting client meetings and creating a financial plan to support a clients financial planning needs., • Strong knowledge required in all areas of financial planning., • Familiarity with regulatory requirements relating to giving financial advice., • Excellent communication and presentation skills to support ensuring clients receive an excellent experience., • Open and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertainty., • Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment., • Strong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys

Job Description Kenneth Brian Associates are recruiting for a Report Writer and Adviser support on behalf of a respected and long-standing financial services company based in Cheam. This is an excellent opportunity for someone with experience in suitability report writing and adviser support, who e

Junior Financial Adviser (IFA) Location: Central London Salary: £35,000 per annum + up to 35% bonus Job Type: Permanent | Hybrid (3 days office-based, 2 days WFH) Working Hours: Full-time Job Description Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a fantastic opportunity to join a fully independent IFA firm, working exclusively with some exciting major corporate clients such as Facebook. You will also receive an existing client book of circa £2M, plus guaranteed leads for 2026. As a Junior Adviser, you’ll be servicing a portfolio of lower-end clients, helping them with their financial planning needs while developing your own advisory style. This is a brand-new role, so flexibility and a proactive mindset are key as you’ll help shape the programme alongside the leadership team. Key Responsibilities • Provide financial advice to a portfolio of clients, • Build strong relationships and deliver excellent client service, • Support the development of the advisory programme, • Work closely with the COO and wider team of IFAs and administrators, • Level 4 Diploma in Financial Planning (DipFA or equivalent) – essential, • CAS authorised, • CF30, • 1-2 years IFA experience, • Ideally academy-trained, • Strong sales and communication skills, • Confident in client-facing situations, • Sociable, adaptable, and eager to learn, • Salary: £35,000, • Bonus: 35%, based on 3x threshold, • Hybrid working: 2 days WFH, • Standard pension and holiday allowance, • Support with CPD and further exams, • Opportunity to take on a client bank from day one

Financial Adviser Opportunity – Established Client Bank – West Yorkshire Are you ready to take the next step in your financial planning career? Join a well-established firm where you’ll inherit an active client base from day one. Forget cold prospecting – here, you’ll focus on what you do best: delivering exceptional advice and building long-term relationships. The Role As a Financial Adviser, You’ll • Provide expert advice on investments, pensions, tax planning, and protection, • Work with an engaged client base ready for ongoing support, • Deliver advice by phone and in person, • Meet clients both in the office and at their premises, • Review client finances and objectives, • Complete risk profiling and create tailored financial plans, • Research whole-of-market solutions, • Recommend suitable products and update advice as needs evolve, • Produce clear, compliant client reports, • Dedicated in-house administration support, • Access to paraplanning expertise, • Strong provider relationships, • Diploma in Financial Planning (minimum), • Chartered status preferred, • Strong communication skills and attention to detail, • Confidence working independently, • Competitive basic salary, • Realistic bonus structure, • Established clients from day one, • Strong operational support so you can focus on advice, • Clear earning potential and career progression

About The Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us! About The Role Level: 4 Department: Distribution Location: Homebased, United Kingdom (You must be based in London/Southeast - There will be travel on a regular basis) Contract Type: Permanent Regulated/Non-Regulated: Non-regulated Our Relationship Managers are expected to develop business to business relationships with Appointed Representatives (ARs) by providing objective advice and assistance relating to the strategy, structure, management, and operations of their business so they can maximise the development of their business, in line with our corporate objectives and sales delivery. You will ensure that good customer outcomes are at the centre of decision making. You will work with ARs across a broad geographical area to understand their short-, medium- and long-term goals. You will then work collaboratively with the owner(s) of the ARs to deliver a strategy and plan to achieve those objectives. You’ll collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to ARs whilst also developing a strong sense of team and actively look for opportunities for cross collaboration within teams, with the ability to navigate complex political environments, managing multiple stakeholders. Contribute to the effective on-boarding of new ARs is essential as we continue to grow our business. You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance. Work across the wider Quilter business to ensure an integrated client offering is in place where appropriate. About You The ideal candidate will have a wealth of experience working in a financial services’ sales environment with a deep understanding of the way in which different types of AR principles and Advisers operate. You will have a broad understanding of the way in which Firms and Advisers work and how to build strong relationships that are professional and beneficial to both parties. Experienced in operating in a Financial Advice network. You’ll have a wide knowledge and comprehensive understanding of all product sectors, distribution channels, industry, and regulatory landscapes. Detailed knowledge of the wealth, mortgage and protection propositions including Platforms and asset gathering. You will have good knowledge and understanding of Compliance requirements and operating within a risk managed environment. Part of this role includes being based and travelling around your region at least 3 days a week with the remainder of the time working from home. You must be based in the London/Southeast area to be able to easily travel around your region. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Senior Employee Benefits Administrator – Employee Benefits Team • Salary: £negotiable + Bonus +Benefits (depending on experience ), • Hours: Full-time, • Location: Brighton / remote / hybrid About the company: This is an exciting opportunity to build a career at one of the UK's leading financial adviser firms. The company is extremely well respected in the industry, having won multiple awards and being frequently quoted in leading newspapers, such as the Financial Times and The Independent. Being a growing SME, there is a vibrant entrepreneurial environment where everyone’s views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company. We're a team and have an excellent culture of looking after and supporting each other. About the role: You will work in a team alongside existing Employee Benefits Administrators to provide support to our team and Employee Benefits Consultants, who provide advice to clients on group income protection insurance, group life insurance (death in service), group health insurances (private medical, dental, cashplans etc.) and group (DC) pensions. You will also work closely with clients and insurers. The main duties of the role include: • Going to market to obtain quotations from the UK’s leading group pension, group risk and health providers, • Putting together client facing reports detailing our market research, • Supporting Consultants process new business and meet deadlines, • Putting together materials to assist with pension governance meetings, • Supporting with scheme underwriting by liaising with clients and insurers, • Supporting with scheme claims by liaising with clients and insurers, • Producing suitability letters for clients detailing our recommendation(s), • Data migration of client file information for external compliance checks, • General administration and helping to answer ad hoc client queries, • Answering group phone calls, • Supporting with training of team members Required skills: Minimum of 5 years working within the financial services industry (including 3+ years of group pensions experience). Group risk / health experience is an advantage but not essential (training can be provided). You will have obtained some financial exams already and you will be expected to continue to build on technical knowledge where appropriate by taking exams. High levels of accuracy and attention to detail is vital as this role involves careful data entry. You must also have a polite and responsive client manor both via email and telephone. It is a very busy and fast paced team so you must have great organisational skills. You will use standard office software, such as Gmail, Docs and Sheets, as well as in-house systems, so you will need to have solid computer skills. What we can offer you: You can expect to receive the following whilst working for Drewberry: • Salary depending on experience (based on full time hours), • Flexible working options between 8am and 6pm, • 25 days paid holiday, plus bank holidays (based on full time hours of 35 hours per week), • 5% employer pension contributions, • 2x salary death in service benefit, • Health cash plan insurance, • Income protection, 75% of salary after deferment period, • Private medical insurance, • Hybrid working options are available - subject to training status, • Sponsorship through professional exams with the CII, • Opportunity to expand For more information, please apply online or contact Dan Hurley