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A senior in-house opportunity for an employment litigation solicitor with strong restrictive covenant and team move experience to join a leading financial services business. \n\n This role sits within a small, high-calibre legal team supporting a fast-growing division of the business. You will act as a trusted adviser to senior stakeholders, taking ownership of complex employee competition matters and providing strategic, commercial advice. \n\n Key responsibilities include: \n\n\n\t • Advising on the enforceability and scope of restrictive covenants\n\t, • Managing team move disputes and related High Court litigation\n\t, • Drafting cease and desist letters and pre-action correspondence\n\t, • Negotiating settlement and release agreements\n\t, • Partnering closely with HR on risk mitigation and process improvement\n\t, • Delivering training to HR and business teams\n\t, • UK-qualified employment litigation solicitor\n\t, • Strong experience in restrictive covenants and employee competition disputes\n\t, • High Court litigation and/or complex pre-action experience\n\t, • Background in private practice or in-house (financial services or regulated environment)\n\t

Our client is an innovative UK-based consumer finance organisation focused on delivering modern, technology-led financial products. With a strong digital foundation and a growing portfolio of consumer finance solutions, the business is on a mission to simplify financial services and improve customer experiences. Driven by technology and data, the organisation is committed to removing unnecessary complexity from consumer finance while ensuring customers are treated fairly and supported in managing their finances with confidence. Why Join This is an opportunity to play a key role in a growing, forward-thinking financial services business that is redefining the consumer finance experience. Compliance is viewed as a strategic partner to the business, not simply a control function. You will work closely with senior leaders across the organisation, influencing decisions, enabling innovation, and ensuring regulatory expectations and strong customer outcomes remain at the centre of business activity. The culture encourages collaboration, constructive challenge, and proactive problem solving, where individuals are empowered to make a meaningful impact. About the Role As Senior Compliance Business Partner, you will act as a trusted adviser across the organisation, providing clear, pragmatic, and commercially focused compliance guidance. You will support business objectives while ensuring products, customer journeys, operational processes, and strategic initiatives meet regulatory expectations and deliver positive customer outcomes. The role involves close partnership with teams across Product, Marketing, Credit, and Operations, helping the business navigate regulatory change, embed Consumer Duty principles, and maintain a strong culture of compliance. Key Responsibilities • Provide timely, risk-based compliance advice on new products, propositions, marketing activity, operational changes, and customer communications., • Act as the primary compliance partner for key business areas, building strong relationships and influencing decision-making., • Interpret FCA rules and guidance (including CONC, PSR, PRIN, Consumer Duty, SYSC, and DISP) and translate them into practical, actionable requirements., • Support the design and review of customer journeys to ensure they are transparent, fair, and aligned with good customer outcome principles., • Provide compliance input into business change initiatives including regulatory change programmes, digital transformation, and product development., • Review and challenge management information, customer outcome testing, and conduct-risk indicators, identifying emerging risks and recommending improvements., • Provide second-line oversight of financial promotions, customer communications, and product documentation., • Contribute to the development and enhancement of compliance frameworks, policies, and internal standards., • Support preparation for regulatory engagement, thematic reviews, and supervisory requests., • Mentor colleagues and contribute to the continuous improvement of the compliance advisory function. Required Skills & Experience • Strong experience in a Compliance Advisory role within an FCA-regulated financial services organisation, ideally within consumer credit., • In-depth understanding of the FCA Handbook, including CONC, PSR, PRIN, SYSC, DISP, and Consumer Duty., • Proven ability to interpret regulatory requirements and provide clear, practical guidance to senior stakeholders., • Experience supporting business areas through product development, operational change, or customer journey design., • Strong understanding of conduct risk and customer outcome frameworks in consumer credit lending environments., • Excellent communication and stakeholder management skills., • Ability to manage multiple priorities and work autonomously in a fast-moving environment.

Commercial Lawyer – Investment Banking Office Location: Canary Wharf (4 days per week onsite 1 remote) Main purpose of the role: Member of collegiate Legal team working primarily with Cantor Fitzgerald’s equity and investment banking teams in London and the EMEA region, although the role will also cover other offices and other workstreams, depending upon the Group’s requirements at any particular time. This is a visible role with regular interaction with the business and management. There is a genuine global dimension to the remit as well as substantial autonomy and responsibility. The environment is fast paced, and the customer base is very demanding therefore the role requires a person who is able to deal with pressure, can commit to deadlines and work at a good pace. Role reporting to the Head of Cantor Corporate and Commercial Legal, Europe and Asia. The position is suited to a lawyer with solid exposure to ECM and/or other investment banking transactions, but whose core strength lies in corporate, commercial and financial services legal work. The successful candidate will operate as a trusted adviser to bankers and senior stakeholders, balancing execution support with risk management and commercial judgement. Key Responsibilities: • Reviewing, drafting and negotiating a wide range of agreements and providing legal advice on business issues. Agreements include terms of business, confidentiality agreements, engagement letters, placing and underwriting agreements, intra-group agreements, supplier/vendor contracts as well as transaction-specific ancillary documentation., • Liaising with internal stakeholders and external vendors to ensure all legal queries and documentation are reflective of the business objectives and in line with regulatory requirements., • Advise on applicable UK/EU financial services and capital markets regulations., • Manage relationships with external counsel across transactions and commercial matters., • Coordinate cross-border matters with regional legal teams where required., • Periodically advising on corporate projects, which may include new offices, reorganisations and joint ventures. Skills / experience required: • English qualified lawyer with a minimum of 4 year post qualification experience in commercial law. Would also suit a foreign commonwealth or European lawyer of equivalent qualification., • Experience gained at a reputable law firm and/or within an investment bank or financial institution., • While ECM experience is valuable, the role is not limited to ECM execution and includes broader advisory and commercial responsibilities., • Robust but engaging personality essential. This will be a visible role with very close interaction with other departments both in the front and back office., • Good academics required., • Shares knowledge/experience with the team., • Good reporting skills / confidence to clarify instructions. Personal Attributes: The department is always very lively and busy so the candidate should be able to deal with competing demands in a mature and sensible fashion as well as building rapport with stakeholders and colleagues, while always paying attention to detail. The candidate will be exposed to matters of strategic importance to the firm and the wider group so discretion, integrity and confidentiality are essential. Working Effectively: • Self-starter and capable of working independently., • Confident to tackle a wide range of issues., • Takes ownership of requirements/issues and ensures they are resolved to meet objectives., • Very organised and responsive. Agency Notice: Cantor Fitzgerald & affiliates do not accept agency resumes. Please do not forward resumes to our job alias, employees or any other company location. Cantor Fitzgerald & affiliates are not responsible for any fees related to unsolicited resumes. Please contact the Recruitment function for additional details.

🌟 Chartered Paraplanner – Future Financial Adviser Salary up to £70,000 + bonus London Hybrid If you’re a Chartered Paraplanner (or working towards)who thrives on deep, meaningful client work — and you’re ready for a real route into an adviser role — this is the opportunity you’ve been waiting for. This isn’t a back office paraplanning job. It’s a front row seat to high level financial planning, working directly with a Director and Co Founder who is committed to developing you into a confident, client facing adviser. Experience of Estate planning, Trusts and IHT would be advantageous. 💼 What makes this role different You’ll be embedded at the heart of the advice process, not just supporting it. Expect to: • Join client meetings alongside the Director, building long term relationships with high net worth families and business owners, • Lead on cashflow modelling and complex technical analysis, • Shape bespoke financial plans across pensions, investments, estate planning, succession, and tax efficient strategies, • Contribute to the evolution of processes, planning frameworks, and client experience, • Gain exposure to specialist areas including family law interfaces and trust corporation services Your development isn’t an afterthought — it’s a priority. You’ll be coached, mentored, and gradually transitioned into a full adviser role at the right pace for you. 🎯 What we’re looking for • Chartered status (or very close), • At least 5 years’ paraplanning experience within financial planning or wealth management, • Strong analytical capability and a passion for building robust, personalised financial plans, • Confidence communicating complex ideas clearly and empathetically, • A collaborative mindset and the ability to connect naturally with clients, • Experience with cashflow tools (Voyant, CashCalc etc.) is helpful but not essential 🎁 What’s in it for you • Flexible and remote working options after probation, • Clear route to an Adviser with mentoring a long the way and clients to inherit 🚀 Your next step If you’re a Chartered Paraplanner who wants to step out of the back office and into a career defining role with a clear path to becoming an adviser, this is your moment. Please send your CV to

Puma Investments are looking for a Business Development Manager to join our team in London. Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact. Within this role, you will work as part of the overall Business Development team, playing a crucial part in raising the profile of Puma Investments and our range of investment offers. The primary focus will be on developing existing and new relationships with UK Financial Advisers in the western Home Counties (predominantly Hertfordshire, Middlesex and Surrey). This role is a Certified role under the FCA’s Senior Managers and Certification Regime (SM&CR). This means you will be subject to some regulatory background checks before you start in role and evidence of your qualifications will also be required where necessary. Role Responsibilities: • Work closely with the regional Internal BDM to provide ongoing support, assistance and exceptional customer service for our clients, both current and prospective, • Build and deliver the business plan for the region, • Responsible for promoting and fundraising for Puma Investments’ range of offerings, including VCT, EIS and IHT offers through proactive measures to increase fundraising through proactive measures including conducting face to face meetings, hosting training events such as workshops and seminars and executing any initiatives agreed with the Head of Business Development, • Work with the regional Internal BDM to handle incoming queries (in meetings, on phone calls or via email) from financial intermediaries, actioning as appropriate, • Attend and speak at roadshows and events, acting as an ambassador for Puma Investments, • Gather feedback via the adviser market to help develop new products and campaigns, • Work closely with the Client Relations, Operations (Client Onboarding and Fund Operations & Data), and Marketing teams to facilitate the best support possible for our primary clients Experience Required: • Demonstrable experience in a sales role, specifically focused on investment products, • Experience working with intermediaries, particularly IFAs, ideally in respect of tax-efficient products, • Excellent client relationship management and interpersonal skills, with the motivation and ability to deliver exceptional customer service, • High quality consultative sales skills and approach, • Ability to build and grow own bank of clients (advisers), • Possess a drive and attitude to excel in a high-performing sales-based environment whilst maintaining high levels of client service and integrity demonstrated across the business, • Interest in self-development, continually looking for ways to improve and develop individually and the business, • An ability and appetite to learn a new product set, • Experience of using CRM systems, Excel and PowerPoint Personal Attributes: • Kind, • Values-driven, • Excellent communicator, • Collaborative and approachable, • Adaptable and willing to get stuck into whatever needs doing, • Depth of character and gravitas but operating with humility, • The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity, • Energy, dynamism, and passion for complex business challenge, • Organised, rigorous and disciplined, • Pragmatic and practical, • Inquisitive, keen to understand ‘why?’ About Us Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors. The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners: • Puma Investments, • Puma Property Finance, • Puma Growth Partners, • Puma Public Markets Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas. In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh. It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success. At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status. We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development. Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!

About Pinnacle Wealth Pinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented individuals struggling to find an opportunity in wealth management. Since then, Pinnacle has grown to be a highly successful UK wealth advisory firm. Our advisers continue to help thousands of people and businesses to achieve the goals that are most important to them in life. Main Purpose of Job The Paraplanning & Compliance Administrator will provide administrative support to the Paraplanning and Compliance team, ensuring New Business applications and/or CYCs are effectively processed in a complaint and timely manner. To liaise with and guide Financial Advisers to ensure that business submitted is compliant with St. James’s Place and Pinnacle Wealth Management’s quality standards. Contract Type: 6-month fixed term contract Salary: Starting salary of £25,500 per annum Location: Hybrid, Canary Wharf Key Responsibilities of the Job • Process client applications including suitability letters and continuation letters in a timely manner., • Track and report the progress of applications to relevant stakeholders., • Investigate and respond to Adviser queries., • Ensure initials and rechecks are accurately completed within turnaround times, minimising adviser re-requests to avoid delays., • Ensure the maintenance of Submission Registers and Task Manager in so far as data and information management is concerned., • Adhere to procedures and utilise systems which will ensure the efficient running of the Paraplanning and Compliance team., • Provide a comprehensive personal and confidential administrative service to all Financial Advisers., • Ensure all aspects of regulatory compliance are adhered to in regard to St. James’s Place’s procedures, external regulatory and statutory requirements such as procedures, health and safety etc., • Prioritise work appropriately to meet competing demands., • Ensure filing and other general administration tasks are completed in a timely manner and maintained to ensure immediate access when required., • Support with the administration and distribution of post., • Undertake any other relevant tasks and duties as required by Pinnacle Wealth Management LLP. Requirements of the Job (including Interpersonal) • No previous experience is required but previous administration experience is desirable., • Excellent communication skills; being discrete and professional in all communication., • Ability to work under pressure and meet deadlines., • Extremely organised with the ability to multi-task whilst maintaining strong attention to detail., • Solution and service orientated., • Technology savvy and willing to embrace new systems and software., • Good analytical and decision-making skills., • Highly motivated, with a great work ethic., • Accountable for own actions and willing to work at times in isolation and as part of a wider team.

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

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

Senior Account Manager: The Architect of Iconic Partnerships Multi-Award-Winning Experiential Agency | London (Hybrid) | £48k–£55k + Bonus Hybrid working pattern Are you a relationship mastermind who sees a client brief not just as a task, but as an opening move in a long-term strategic game? We are representing a premier, London-based experiential agency that doesn’t just "do" events—they build legacies for tech giants and financial titans. They are looking for a high-performing Senior Account Manager to lead a world-class portfolio. This isn't about chasing new leads; it’s about the sophisticated art of organic growth, deep-rooted trust, and turning "global brands" into "lifelong partners." What’s Different About This Role? In an industry known for high turnover, this agency is the outlier. They are the "forever home" for ambitious talent. Their Head of People started as a PA; their newest Board Member started as an intern. This is a place where your career isn't just managed—it’s engineered for longevity. You’ll be joining a culture that values "happy to get on" energy over ego, where the dogs are friendly, the office gym is waiting, and the projects are genuinely culture-shifting. What You’ll Bring: • Agency DNA: 5–6 years of experience within a fast-paced agency (events or marketing). You understand the rhythm, the stakes, and the "magic" required to keep clients coming back., • Commercial Gravity: You’ve steered project budgets of £500k+ with a forensic eye on profitability and a flair for identifying untapped revenue., • Sector Sophistication: You can hold your own in a room with tech innovators and financial leaders, backed by seamless technical literacy (Google Apps pro-level)., • Operational Intuition: You know enough about the "how" (production/ops) to ensure the "what" (client vision) is always grounded in reality., • Mastermind the Account: Move beyond the day-to-day to create actionable, high-level account plans that secure long-term client satisfaction and growth., • Be the Trusted Adviser: Go deep into your clients’ business objectives, becoming a proactive partner rather than just a service provider., • Oversee the Portfolio: Lead the strategic planning, design, and delivery of both live and digital experiences, ensuring every KPI is smashed., • Innovate & Sustain: Weave industry-leading sustainability and digital trends into every proposal, keeping your clients ahead of the curve., • The Culture: A creative, inclusive, dog-friendly hub in the heart of the city., • The Rewards: An annual bonus that reflects your impact and a comprehensive private health and dental package., • The Balance: A firm 3-day office split—perfect for real-world collaboration without sacrificing your flexibility. You are a Senior Account Manager who is ready to graduate from "managing tasks" to "owning relationships." You have the professional maturity to handle high-pressure corporate landscapes and the creative spark to make experiential marketing feel fresh. You want a role where your hard work is rewarded with a clear path to the boardroom. Ready to take your career to the next level? Apply now and let’s chat about how this opportunity could be the perfect fit for you!

𝗥&𝗗 𝗧𝗮𝘅 𝗦𝗲𝗻𝗶𝗼𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: Reading or London (Hybrid Working) 𝗦𝗮𝗹𝗮𝗿𝘆: Up to £95,000 basic + discretionary bonus + benefits 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗙𝗶𝗿𝗺 Our client is a leading national audit, tax, advisory and consulting firm with strong international reach. As a 𝗧𝗼𝗽 𝟭𝟬 𝗴𝗹𝗼𝗯𝗮𝗹 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗳𝗶𝗿𝗺, the firm has access to over 40,000 professionals across more than 140 countries and 800 offices worldwide. The firm works with a broad range of clients, from innovative start-ups through to established multinational organisations, helping them navigate complex tax matters and maximise the value of available incentives. Their Innovation Taxes team specialises in advising companies on R&D tax relief and related innovation incentives, helping clients identify qualifying activities and maximise the benefit of available tax relief. The firm places a strong emphasis on collaboration, professional development and long-term career progression, offering employees the opportunity to work alongside experienced specialists while continuing to develop their own expertise. 𝗧𝗵𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 Due to continued growth and recent team expansion, the firm is looking to appoint an R&D Tax Senior Manager to join its Innovation Taxes team. This position offers the opportunity to play a key role in managing complex R&D tax engagements, developing client relationships and supporting the growth of the firm’s R&D advisory offering. You will work closely with senior leadership while overseeing the delivery of R&D claims, supporting junior team members and acting as a trusted adviser to clients across a variety of sectors. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 • Managing a portfolio of R&D tax clients and acting as a primary point of contact, • Leading technical discussions with clients to identify qualifying R&D projects and expenditure, • Overseeing the preparation of R&D claims and reviewing technical documentation produced by the team, • Ensuring all claims comply with relevant UK R&D tax legislation and HMRC guidance, • Managing multiple engagements simultaneously and ensuring deadlines are met, • Providing guidance, mentorship and line management to junior team members, • Working collaboratively with internal tax specialists and external stakeholders where required, • Supporting the development and growth of the firm’s Innovation Taxes offering, • Representing the firm at client meetings, seminars and industry events 𝗖𝗮𝗻𝗱𝗶𝗱𝗮𝘁𝗲 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 The successful candidate will have strong experience working with UK R&D tax relief claims and the ability to confidently manage client relationships while overseeing technical delivery. 𝗞𝗲𝘆 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: • Strong knowledge of UK R&D tax legislation and claim preparation, • Proven experience managing multiple R&D tax projects simultaneously, • Experience reviewing technical and financial documentation related to R&D claims, • Ability to confidently engage with senior stakeholders including CFOs, CTOs and Managing Directors, • Excellent communication skills with the ability to explain complex technical matters clearly, • Experience mentoring or managing junior team members 𝗛𝗶𝗴𝗵𝗹𝘆 𝗱𝗲𝘀𝗶𝗿𝗮𝗯𝗹𝗲: • Experience with software or technology-related R&D claims, • Technical or academic background in a relevant discipline such as Computer Science or Engineering 𝗦𝗮𝗹𝗮𝗿𝘆 & 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 • Salary up to £95,000 basic depending on experience, • Discretionary performance bonus, • Competitive pension scheme, • Private medical cover, • Flexible benefits package, • Hybrid working model, • Ongoing professional development and career progression opportunities 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁 The firm is known for its collaborative and inclusive culture, where employees are encouraged to contribute ideas, develop their expertise and build long-term careers. The business invests heavily in its people and provides access to high-quality training, mentorship and opportunities for progression within the wider organisation.

Reward Manager | Wealth & Investment Management | London (Hybrid) £75,000-£85,000 We are working with a leading wealth and investment management firm to recruit a Reward Manager. This is a hands-on, strategic role supporting the design, governance, and delivery of reward programs across multiple entities. Role Overview: Reporting to the Chief People Officer, you will manage core reward activities including salary and bonus reviews, adviser and variable pay, benefits management, payroll oversight, benchmarking, and reporting. You will provide expert guidance to senior leaders and colleagues across People & Culture, Finance, and Payroll, ensuring reward strategies are aligned with business objectives, market practice, and regulatory requirements. Key Responsibilities: • Lead and coordinate annual pay and bonus cycles, off-cycle reviews, and retention cases., • Manage variable pay and adviser remuneration schemes with clear governance and compliance., • Support development and implementation of compensation and benefits strategies across multiple entities., • Conduct benchmarking, job evaluation, and pay analysis to inform decisions., • Oversee benefits arrangements to ensure competitiveness, cost-effectiveness, and alignment with employee needs., • Provide reporting, analysis, and guidance to support senior leaders, committees, and governance requirements., • Support reward aspects of M&A activity, including due diligence and integration planning. What We’re Looking For: • Experience in compensation and benefits, ideally within financial services or wealth management., • Strong technical knowledge of reward frameworks, variable pay, and benefits., • Analytical mindset with attention to detail and commercial judgement., • Effective stakeholder management across multiple teams and seniority levels., • Ability to combine strategic thinking with hands-on execution.

Title: Account Executive – IFA Partnerships Location: London (hybrid) Salary & Package: Up to £90k base + bonus + equity + strong benefits Industry: FinTech Funding Journey: Series A No of Employees: 50+ Summary: This is a fast-scaling FinTech business on a mission to modernise pensions. With over £1bn in assets under management and 100,000+ savers, they’re transforming a traditionally complex and outdated industry into something simple, accessible, and engaging. Financial advisers are a key growth channel, and the business is investing heavily in building strong, long-term relationships across the IFA ecosystem. Job Summary: This is a consultative Account Executive role focused exclusively on Independent Financial Advisers (IFAs). You’ll work with SDR-qualified meetings and take ownership of the first meaningful commercial conversation — understanding how advisers currently manage pensions for their clients, what providers they trust, and how decisions are made within their firms. Your role is to build credibility quickly, demonstrate clear value, and position the platform as a solution advisers are confident recommending to their clients. You’ll: • Own a pipeline of qualified IFA meetings, • Run structured discovery around client types, existing providers, and advice processes, • Deliver tailored product demonstrations focused on client outcomes and ease of recommendation, • Handle objections around trust, regulation, and switching providers, • Build long-term relationships that lead to consistent client referrals Success in this role comes from your ability to influence adviser behaviour, build trust, and create genuine conviction — not from high-volume closing. Experienced Required: • Proven experience as a B2B Account Executive or similar closing role, • Direct experience selling into IFAs / financial advisers, • Strong track record of hitting or exceeding revenue targets, • Highly consultative sales approach with strong discovery and objection-handling skills, • Comfortable selling regulated, trust-based products, • Ability to build credibility with senior financial professionals Nice to have: • Knowledge of UK pensions / auto-enrolment / retirement products, • Experience in FinTech, WealthTech, or financial services, • Familiarity with compliance-led buying processes, • Experience in a scale-up or high-growth environment The Application Process: • Intro call, • Practical task (role-relevant scenario), • Final culture interview with senior leadership

📣 Paraplanner / Wealth Planning Associate London/Hybrid Salary up to £60k + attractive bonus and benefits My client is looking for an organised, proactive and client‑focused Paraplanner to join their growing Wealth Management team. If you thrive in a dynamic environment, enjoy solving complex financial challenges, and want to play a key role in delivering exceptional client outcomes, this could be the perfect next step. This is a client facing role with route to becoming an Adviser. What you’ll be doing • Supporting advisers with high‑quality wealth planning analysis and research, • Preparing suitability reports, cashflow modelling and annual reviews, • Guiding clients through onboarding and providing clear, confident communication throughout, • Collaborating with wider team and custodians to ensure smooth asset transfers, • Contributing to process improvements and wider business projects What we’re looking for • Experience as a Paraplanner and minimum Level 4 diploma qualified, • Strong communication skills and confidence dealing with clients and senior stakeholders, • Excellent organisation, attention to detail and ability to prioritise, • Proactive mindset with a collaborative approach, • Comfortable using Microsoft Office and modern collaboration tools Why join You’ll be part of a supportive, ambitious team where your expertise genuinely shapes client outcomes. A company committed to investing in your development through exams, training, and industry events — and value people who bring ideas, initiative and a passion for high‑quality advice. Please send your CV tor

The Company Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a Implementation Onboarding Manager to focus on client onboarding. This position will report into our Head of Adviser Success and requires in-depth knowledge of tax wrapper administration and operational functionality within the platform space. Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience. The role The Implementation Onboarding Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves becoming a platform specialist, training new clients, preparing contracts, assisting with the onboarding process, updating the CRM system, and performing various research and administrative tasks. The ideal candidate will possess excellent communication skills, enjoy training others and demonstrate strong technical abilities. Our platform offers a multitude of tax wrappers including ISAs and Pensions so a good understanding of these products will be required. Key responsibilities: • Client Training and Onboarding - conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality, • Prepare and manage client contracts, ensuring all necessary information is accurately captured, • Liaise with clients and internal teams to gather required documentation and approvals, • Maintain organized records of all contractual agreements, • Update and maintain the CRM system with accurate client information Essential Requirements: • Previous experience working with an investment management platform and strong knowledge of financial products, • Experience in a client onboarding, or similar role within the financial services industry, ideally liaising with financial advisers, • Aptitude for learning software/technology minded, • Relevant qualifications in finance or related fields, IOC or FA2 in Pension Administration Why join us? Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of business aspects and understand how we improve efficiency and do things differently at Fundment. We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office. • 28 days annual leave plus bank holidays, • Enhanced maternity/paternity/adoption leave, • Pension 6% employer contribution, • Bupa Private Medical, • Medicash Cash Plan, • Travel Insurance, • Employee Assistance Programme We are happy to consider any reasonable adjustments that applicants may need during the recruitment process. We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia. No agencies please. Fundment Values: Trustworthy, Collaborative, Supportive, Innovative & Flexible

Coopman Search and Selection are partnering on a exclusive search with a top-tier private equity fund, managing multiple funds across several jurisdictions. Due to continued growth and increasing complexity, they are seeking an Interim Head of Legal until the end of 2026. The role will see you lead the Legal function and serve as the primary legal adviser to the business. A major focus will be working with the Investment teams across the full investment lifecycle, from origination to exit, while also supporting fund formation, governance and regulatory compliance across multiple jurisdictions, including the UK, EU (including Luxembourg and Jersey structures) and the United States. Key Responsibilities: • Lead legal support across the full investment lifecycle (NDA to exit) • Advise on transactions, structuring, and governance across global jurisdictions • Manage external counsel and oversee due diligence • Negotiate key investment documents (term sheets, shareholder & investment agreements) • Support financings and exit events (M&A, secondaries, IPOs) • Advise on fund formation, LP agreements, and investor matters across UK, US, and offshore structures • Oversee regulatory compliance (FCA, SEC, AIFMD, SFDR) and financial crime controls • Advise Board and leadership on governance, risk, and corporate compliance • Lead legal operations, including procurement, external counsel, and cost management • Maintain legal systems, processes, and overall department efficiency Experience Required: • 10–15+ years’ senior legal experience in venture capital or private equity • Strong background in investment management (in-house or private practice with in-house exposure) • Proven expertise in private asset investments (VC, growth, PE), M&A, and shareholder arrangements • Experience leading cross-border transactions and managing multi-jurisdictional counsel • Familiarity with fund formation and limited partnership structures • Working knowledge of FCA and SEC regulatory frameworks • Understanding of AIFM/AIFMD, SFDR, and related regulations • Experience advising boards and senior management on governance matters As a Certified B Corporation™, we take a different approach to how we do business. Recognised on an international scale as a company that operates for good, we value & incorporate the interests of all of our stakeholders to grow in the most sustainable manner. As a recognised Great Place to Work™, we ensure our workplace is one that fosters professional growth and collaboration.

📍 London Office | 🏡 Hybrid working | 💼 up to £35,000 pa DOE | 🕒 Full-time Introduction We are looking for a bright business analyst to join our dynamic PAS Team, a team our CEO proudly calls our "secret sauce"! We specialise in working with acquired firms to identify where clients can benefit from an upgraded service by moving their assets to our in-house platform and run centralised replatforming campaigns to move those assets where it is appropriate to do so. Day-to-day you’ll be leading strategic projects, working with suppliers and key stakeholders from across the business to deliver value to clients and realise synergies from our M&A pipeline. This is an opportunity to really add value, gain a wide-ranging exposure to the world of M&A in wealth management, and if you’re interested, can be a gateway to building an exciting career at Saltus. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? You’ll be joining one of the most strategically important teams in the business, supporting our firm’s focus on M&A as we seek to deliver the best service to our clients while taking advantage of the unprecedented consolidation in the wealth management industry. Once up to speed, you’ll be responsible for leading centralised replatforming projects, liaising with advisers from the ceding firms and teams from all across the business to deliver the best outcomes for our clients. In doing so, you will gain a broad and varied exposure to the operations of a wealth management business while also gaining valuable experience working alongside our M&A and Integration teams. You’ll have a wide range of responsibilities, including the following: • Leading centralised replatforming projects for wealth management businesses we acquire around the UK, including travelling to these firms on a regular basis to build strong relationships with their teams while acting as an ambassador and point of contact for Saltus., • Collaborating with various internal teams to gather, verify, and analyse client data from acquired firms. Ensuring data accuracy and completeness to facilitate informed decision-making and triage of acquired clients into our programmatic replatforming campaigns., • Utilising our specialist in-house technology to generate and send high-quality clients reports recommending transfers to the Saltus Platform, always putting yourself in clients’ shoes to ensure they have the best experience possible., • Supporting advisers on a daily basis with client-related queries and using your energy and expertise to drive forward the campaigns., • Finding solutions for often complex business problems using problem-solving skills and subject-matter expertise to find the best outcomes., • Actively seeking ways of improving quality and efficiencies in procedures. What sort of person are you looking for? We think that the best candidate for this role will be: • A recent graduate with a minimum of a 2:1 degree from a leading university or have a minimum of 1-2yrs experience in Financial Services/Management Consultancy, • A holder of a minimum of a 6 (or B) in Mathematics at GCSE or equivalent, • Self-motivated and able to work both independently and as part of a team, • Able to maintain a high level of attention to detail when working with large datasets, • An excellent communicator who is also down to earth and can work well in a team, • Someone with intellectual horsepower who is able to understand new concepts and processes quickly and has an innate curiosity for solving business problems, • Someone with a ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving, • A technology‑literate individual with applied experience using Microsoft Excel but who is comfortable applying that knowledge to other systems. Some experience with VBA and querying relational databases would be advantageous., • Organised, with good time management skills and the ability to prioritise tasks and work to multiple deadlines, often autonomously, • An influencer with the ability to work with business stakeholders at all organisational levels, able to advocate for themselves as well as the team under pressure, • An individual with the ability to form successful professional relationships, both internally and externally Where will I be working? We’re incredibly flexible about where, when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. Ideally, you’d be able to be based out of our London office for a minimum of three days each week, working the remainder of the week from home. Alternatively, you might work part of your working week from one of our other offices. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? You’ll get a salary of between £25,000 - £35,000, dependent on experience, alongside 25 days’ holiday (plus bank holidays), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform. Just as importantly, you’ll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!

We are looking for a Client Relations Reporting Associate to join our Client Relations team in London. Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact. Within this role, you will be responsible for delivering exceptional service to our clients (retail investors and financial intermediaries) and working collaboratively with internal business units to help support the business’ fundraising efforts. You will have strong knowledge across Puma’s entire product range, ensuring communications with clients are both accurate and timely. You will also support other team members in their day-to-day roles. In addition to day-to-day responsibilities, you will look to streamline, digitise and automate manual processes, to increase efficiencies within the team, and work closely with the Head of Client Relations to drive new initiatives and positive engagement with our underlying client base. Role Responsibilities: • Ownership of client reporting templates, ensuring these are compliant and consistent with the Puma brand guidelines, • Responsible for generating and distributing periodic reports from internal systems in a timely manner, • Liaison with custodians and registrars for supporting documentation and data required to accompany reporting, • Reconciliation of Puma maintained client databases versus the custodian’s and registrar’s databases, investigating and resolving any anomalies, • Produce and distribute scheduled and ad-hoc investor/adviser communications such as valuation statements, product reports, investment or divestment notifications, etc, • Maintain electronic client records in an orderly and comprehensive manner across multiple systems and third-party partners, • Support the organisation and execution of biannual investor events, • Share client feedback directly with management and identify opportunities to improve service and increase efficiencies within the team, • Follow team and business policies and procedures, ensuring any complaints and/or operational incidents are recorded and escalated to management in a timely and accurate manner, • Other ad hoc duties as requested from time to time Experience Required: • Experience in an Asset Management/Financial Services role is preferred, • A basic understanding of financial products is essential, and a knowledge of the tax- efficient investment sector would be highly beneficial, • Proactive with the ability to work in a high performing environment whilst maintaining high levels of integrity, • Experience of dealing with clients in a professional and confidential manner, • Ability to communicate effectively at all levels of the organisation as well as with external stakeholders, • Adaptable and willing to get stuck into whatever needs doing, • Excellent proficiency with Microsoft Word, Excel, PowerPoint and Outlook, • Interest in pursuing the Investment Operations Certificate (IOC) or Investment Management Certificate (IMC) Personal Attributes: • Kind, • Values-driven, • Excellent communicator, • Adaptable and willing to get stuck into whatever needs doing, • The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity, • Energy, dynamism, and passion for complex business challenge, • Organised, rigorous and disciplined, • Pragmatic and practical About Us Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors. The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners: • Puma Investments, • Puma Property Finance, • Puma Growth Partners, • Puma Public Markets Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £3 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas. In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh. It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success. At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status. We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development. Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!

VP Financial Crime Advisor | Asset Management | 12 Month Fixed Term We are searching for a VP-level Financial Crime Advisor to join a high-performing team within asset management. Based in London, this key role works closely with colleagues across global teams to support compliance with AML, CTF, and Anti-Bribery & Corruption regulatory requirements. This is your opportunity to join an organisation committed to excellence, innovation, and shaping a better future. As a Financial Crime Advisor, you’ll be a key contact for financial crime risk advisory matters. Your responsibilities will include: • SME and adviser on financial crime risk, • Provide guidance on client due diligence, onboarding decisions, and risk escalation matters, • Work closely with senior stakeholders, including the Head of Financial Crime and MLROs, • Review and challenge high-risk client files and assess complex customer and counterparty structures, • Support strong customer due diligence and ongoing monitoring standards across the business, • Contribute to enterprise-wide financial crime risk assessments and regulatory change programmes, • Help enhance financial crime frameworks, policies, and control environments, • Assist with internal audits, regulatory reviews, and supervisory enquiries, • Deliver advice, support, and training to business teams to promote best practice, • Play a key role in strengthening governance, oversight, and compliance with evolving regulatory expectations Key Experience Required To succeed in this role, you’ll need: • Experience in a similar financial services, preferably asset management: real assets, credit, equities, multi-assets, • Proven experience in providing 2LoD financial crime advisory to the business, ensuring effective risk management., • Strong knowledge of local regulations, legislation, and industry best practices, particularly within asset management., • A proactive, consultative approach to stakeholder engagement and business advisory., • Exceptional analytical and risk assessment skills, coupled with adaptability in addressing new challenges., • Excellent written and verbal communication skills If you’re passionate about financial crime with 2LoD advisory experience, we’d love to hear from you. Interested in hearing more? Please email to organise a confidential discussion. As a Certified B Corporation™, we take a different approach to how we do business. Recognised on an international scale as a company that operates for good, we value & incorporate the interests of all of our stakeholders to grow in the most sustainable manner. As a recognised Great Place to Work™, we ensure our workplace is one that fosters professional growth and collaboration.”

Deputy Editor We're looking for a sharp and organised Deputy Editor to join our New Model Adviser team. As a key partner to our Editor, you will play a vital role in shaping our coverage of the UK financial advice market - from pensions and investments, to how businesses hire staff and the rules they must follow. We are focused on high-quality, exclusive coverage that goes beyond press releases, and you'll be at the heart of our newsroom, helping a talented team of reporters turn raw ideas into must-read stories. This is a role that requires a keen news eye and the ability to build influential relationships. It’s an exciting opportunity to drive the editorial direction of a market-leading title while developing your own high-impact features and data-led investigations. What you'll be doing: • Working alongside the Editor to generate exclusive, high-impact coverage of the financial advice space and ensuring all copy is edited to the highest standard., • Building strong relationships with our reporters to help them shape their ideas, refine their angles and push their articles further., • Developing your own original stories and features by building relationships with senior industry figures and extracting insights from our data., • Organising key elements of our news and features coverage, including setting clear deadlines, word counts, and editorial direction for contributors., • Acting as a key face of NMA by maintaining and building relationships with senior leaders across the financial advice space. What we're looking for: • Editorial Experience: Demonstrable experience in a similar role at a trade or national (full-time or freelance) at a senior level., • Sharp Editing Skills: A meticulous eye for detail and the ability to elevate copy, ensuring it resonates with a professional audience., • Highly Organised: A natural coordinator who can manage deadlines and editorial schedules., • Relationship Builder: Confident and professional, you are comfortable engaging with senior industry figures and collaborating across internal teams., • Data Literate: Comfortable working with numbers and data to uncover trends and drive original reporting. Meet Citywire We cover - and connect - all sides of the $100 trillion global asset management industry - through our news, events and insights. At Citywire, we uphold a culture rooted in honesty, integrity, and fairness, where every voice is valued and heard. Our culture promotes constructive dialogue and collaboration on a global scale. Join the team at the forefront of the global asset management industry. Our perks: • Generous holiday entitlement: Start with 25 days per annum, increasing to 28 days after three years' service, and 30 days after five years' service, in addition to bank holidays., • Flexible working options., • Annual allowance for well-being activities or gym memberships, with assistance available for monthly or annual costs., • Eye-test and glasses allowance., • Competitive private pension scheme., • Critical illness cover and group life assurance from day one of employment., • Well-being support: Access to an independent Employee Assistance Programme, available 24/7., • Cycle to work scheme and annual travel card loans., • Techscheme: Purchase the latest tech through our employer scheme, spreading the cost over 12 months with National Insurance savings., • After two years of continuous service, access group income protection, private medical, and dental insurance. Citywire is an equal opportunities employer.

Are you an experienced sales leader with a passion for coaching, developing talent, and driving high‑performance teams? A leading investment management business is looking for an Internal Sales Team Manager to lead a high‑performing internal sales hub and play a key role in delivering best‑in‑class adviser support. This is a pure people‑leadership role - no personal sales targets, no distribution, and no direct selling. Your success is measured by the performance, growth, and development of your team. The Opportunity: As the Internal Sales Team Manager, you will lead a group of BDMs and BDAs, ensuring consistent delivery of proactive adviser engagement and seamless execution of sales campaigns. You will act as a role model for excellence, supporting strategic initiatives and driving performance across internal sales. Key Responsibilities: Team Leadership & Coaching • Lead and develop a defined team of BDMs/BDAs., • Hold regular 1:1s, call coaching and performance reviews., • Set clear expectations around KPIs and activity levels., • Foster a culture of proactivity, accountability and adviser‑first service. Performance Management • Translate business targets into actionable team KPIs., • Monitor activity and performance dashboards daily (Salesforce)., • Identify underperformance early and implement improvement plans., • Celebrate and reward success across the team. Sales Campaign Execution • Deliver internal sales campaigns and messaging aligned with the broader sales strategy., • Ensure consistent use of scripts, templates and adviser outreach plans., • Track campaign effectiveness and provide performance insights., • Encourage innovation and contribution of new ideas. Data & Salesforce Excellence • Ensure clean, accurate activity and pipeline records., • Generate weekly performance and trend reports., • Maintain high standards of adviser engagement and conversion tracking. Cross‑Team Collaboration • Work closely with external BDMs to ensure cohesive adviser coverage., • Partner with Marketing on messaging and campaign output., • Share structured feedback to influence future KPIs and sales processes. Additional Responsibilities • Support recruitment, onboarding and training of new team members., • Lead knowledge‑sharing sessions within the wider team., • Support webinars, events and adviser engagement initiatives. About You We’re looking for someone who: • Has proven experience managing a sales team (internal or external)., • Understands the intermediated financial advice market., • Can confidently coach, mentor and develop high‑performing salespeople., • Is comfortable holding people accountable and guiding difficult conversations., • Brings a proactive, positive, collaborative leadership style., • Thrives in a role focused solely on people and performance development. What’s on Offer • A genuinely supportive, people‑focused culture., • A business where contributions are recognised, and high performers progress quickly., • Strong onboarding, training and ongoing professional development., • A collaborative team environment that constantly looks for ways to improve., • Opportunities to shape processes and influence team success.

🏡 Mortgage Adviser – London (Employed & Self-Employed Options Available) We are currently recruiting for Mortgage Advisers to join a growing and well-established financial services business in London. This is an excellent opportunity for both experienced advisers and driven individuals looking to maximise their earning potential within a supportive and flexible environment. 💼 The Role: You will be responsible for providing tailored mortgage and protection advice to a range of clients, from first-time buyers to experienced property investors. The role offers access to high-quality leads alongside the ability to build and develop your own client bank. 🔑 Key Responsibilities: • Provide expert mortgage and protection advice, • Manage the client journey from initial enquiry through to completion, • Build and maintain strong client relationships, • Ensure compliance with all regulatory requirements, • Proactively generate new business opportunities ✅ What We’re Looking For: • CeMAP qualified (or equivalent), • Experience as a Mortgage Adviser (preferred but not essential for strong candidates), • Strong communication and relationship-building skills, • Self-motivated with a proactive approach to business development, • Ability to work independently and as part of a team 🌟 What’s on Offer: • Employed and self-employed options available, • Competitive commission structure with uncapped earning potential, • Lead source provided (depending on model), • Flexible working arrangements, • Ongoing training, development, and support, • Clear progression opportunities 📍 Location: London (hybrid/remote options available)

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

Are you a top‑tier Senior Protection Advisor ready to step into a role that gives you premium-quality leads, six‑figure earning potential, and a runway to build your own team? If you’re driven, commercially sharp, and want to accelerate your career inside a fast‑growing financial services firm, this opportunity deserves your full attention. About the Company Operating across high‑net‑worth clientele, the firm has experienced exceptional growth and is now scaling its protection function to meet demand. Backed by an ambitious leadership team and a high-performance culture, the business is on track to double revenue and is investing heavily in top sales talent to make it happen. About the Role This is an opportunity for a proven Senior Protection Advisor to take full ownership of a warm, high-quality lead flow generated from five established mortgage advisers. With 120–150 mortgage cases flowing into the business per month, the protection gap is significant, and you will be the person leading the transformation. You will become the firm’s lead protection specialist with the pathway to grow, develop and manage your own team. Meetings are pre-booked directly into your diary, giving you the perfect platform to perform at the highest level from day one. Key Responsibilities • Advise clients on life insurance, income protection, and critical illness cover, • Convert 120–150 high-quality mortgage leads per month (meetings booked for you), • Drive protection revenue growth across an underserved pipeline, • Build and manage a growing protection team, • Work closely with the operational and mortgage teams to maximise lead penetration Package & Earnings • Base Salary: £40,000, • Commission: 15% after 2x validation, • OTE Six Figures, • Progression required to build and manage a Protection division Skills & Experience Required • Proven success as a high-performing Protection Adviser/Broker, • Strong closing ability with consultative sales skills, • Experience handling high volumes of warm leads, • Commercially switched-on with a track record of exceeding revenue targets, • Ambitious, driven, and motivated by progression and high earnings, • Comfortable working in a fast-paced, high-energy office environment Why Apply? The role offers an exceptional pipeline of 120–150 high‑net‑worth mortgage leads each month, with a huge protection opportunity given that only four income protection policies are currently written across the business. With genuine six‑figure earning potential, a clear path into building a department and managing a team. This is a chance to make an impact and take ownership of a brand-new department that already has an abundance of business waiting. If you are a top-end protection specialist who thrives in a high-performance setting, this role gives you the platform, support, and financial upside to take your career to the next level.

Client Relationship Manager Hybrid / 3-days per week in office North London Full-time | Permanent Competitive £40,000 to £70,000 (dependent on experience) Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities • Set up new leads and prospects and maintain accurate records in our back-office system., • Manage and update tasks for new leads., • Attach Adviser correspondence and relevant documentation to client records., • Prepare and issue compliance packs for client meetings., • Chase outstanding documentation and upload completed paperwork to our back-office system., • Send and manage risk profile questionnaires and record responses., • Set up clients on the client portal and manage related documentation., • Issue, chase and record fee agreements., • Ensure first review meetings are scheduled for clients with ongoing service agreements., • Upload and maintain AML documentation in our back-office system., • Act as a key point of contact for clients, ensuring prompt responses and clear communication., • Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation., • Review upcoming Adviser diary and ensure meeting documentation is prepared and issued., • Liaise with internal departments and external providers regarding client cases., • Generate, issue and maintain client Fact Finds., • Support review meeting preparation and liaise with Paraplanners where required., • Prepare cases for suitability reports ensuring all documentation is complete., • Pre-populate application paperwork for new business where appropriate., • Monitor client platform cash levels to ensure sufficient funds for charges and income needs., • Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives • Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings., • Take and distribute meeting notes, confirming agreed actions to relevant team members., • Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues., • Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings., • Maintain an understanding of team targets, helping to prioritise work to support their achievement., • Maintain oversight of high-value new business cases to ensure smooth progression., • Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process., • Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development • Continue personal development through regular training aligned with your agreed development plan., • Maintain knowledge of internal processes, compliance requirements, and systems., • Proactively develop your understanding of financial planning processes and Adviser Support functions., • Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You • Previous experience in financial services administration, adviser support, or client relationship management., • Strong organisational skills and excellent attention to detail., • Experience using CRM systems (preferred)., • Excellent communication and client service skills., • Ability to manage multiple priorities and deadlines., • A proactive and collaborative approach to supporting Advisers and clients. What’s on Offer • Competitive salary package., • Hybrid working pattern (3 days office-based)., • Supportive and collaborative team environment., • Ongoing training and professional development opportunities., • The opportunity to play a key role in delivering outstanding client service within a growing team., • 4% matched pension contributions., • Income Protection Cover (terms apply)., • Death-in-Service Cover (terms apply)., • Health Shield Cash Plan., • Employee Assistance Programmes., • Cycle to Work Scheme., • Employee Discounts., • Company Activities., • Breakfast/Fruit supplies., • Discounted Health Tests., • Optional Influenza vaccination., • Employee referral programme. How to Apply If you are a motivated and detail-oriented professional looking to build your career in financial services, we want to hear from you. Please submit your CV and a short cover note outlining your experience to Robert at Rayment Recruitment –

Interim Real Estate Finance Counsel (£190 - £210k) Leading Global Investment Bank – London Commercial Real Estate (CRE) Desk Overview A leading global investment bank is looking to hire an experienced Real Estate Finance Lawyer to support its London‑based Commercial Real Estate (CRE) business. The role is embedded with the business, providing hands‑on legal support on complex, high‑value real estate finance transactions. This is a highly commercial, front‑office‑adjacent role, suited to a lawyer who enjoys close alignment with deal teams and is interested in a longer‑term platform opportunity rather than purely transactional cover. Role & Responsibilities The successful candidate will act as the primary legal adviser to the CRE desk, with responsibility for: • Advising on commercial real estate origination transactions, • Supporting CMBS transactions, • Working on large‑ticket, sponsor‑led financings (not volume or small‑loan work), • Assisting with bespoke and non‑standard deal structures, • Increasing exposure to back‑leverage structures (experience helpful, not essential), • Providing pragmatic, solutions‑focused advice to support deal execution Candidate Profile Essential • Qualified lawyer with solid real estate finance experience, • Experience gained in top‑tier private practice and/or a financial institution, • Familiarity with working on transactions for large, sophisticated sponsors, • Comfortable operating in a fast‑paced, business‑embedded environment, • Previous in‑house or secondee experience embedded with a deal team, • Exposure to CMBS and/or structured real estate finance, • Broader leveraged or structured finance experience (useful given the bespoke nature of transactions) Working Model • Location: London, • Working pattern: Ideally 5 days per week, hybrid working., • Start date: Immediate start preferred, due to ongoing deal flow

📍 London Office |💼 up to £125k pa DOE, with 20% cash discretionary bonus | 🕒 Full-time Introduction We are looking for an IFA Relationship Manager / Product Specialist to join our Saltus Asset Management (SAM) team. The role will likely report into the MD of Saltus Asset Management. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally, the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10.5 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will likely report into the MD of Saltus Asset Management. Key areas of responsibility to include: • Helping Saltus think strategically about our MPS / fund solutions for intermediated clients., • Representing Saltus Asset Management (SAM) to the financial planning businesses who use SAM as DFM/MPS manager., • Understanding the Saltus house views and be able to convey them to financial planners, and on occasion directly to their clients., • Understanding the investment portfolios we run for clients of financial planners, and be able to talk confidently about them – their objectives, risk parameters, underlying holdings, decisions made, Platform availability etc., • Hosting market updates online and in person as required., • Understanding the IFA landscape and delivering presentations, insights, and updates consistent with industry best practise., • Working with the marketing team to produce collateral for an IFA audience, e.g. quarterly updates, brochures etc., • Delivering training on the SAM Centralised Investment Proposition to financial planning businesses Saltus have acquired., • Attending initial meetings and client reviews with larger DFM/MPS clients, with the financial planner. What sort of person are you looking for? The successful candidate will be confident talking about financial markets and Saltus investment products to Independent Financial Advisers (IFAs). They will: • Likely have at least ten years of experience in the industry., • Have completed relevant industry exams such as the CFA, or PCIAM., • Have clearly demonstrated an ability to manage IFA relationships and generate strong sales numbers., • Be an effective communicator regarding financial markets and investment products (e.g. DFM solutions such as funds/MPS), both orally and in writing., • Be organised., • Be a team player., • Be willing to work in London as required for the role (to be agreed with the MD). Where will I be working? We are looking for someone to be based out of our London office as required for the role. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it. What benefits do I get when working for Saltus? The salary/drawings are between £115,000-125,000 (depending on experience), with 20% cash discretionary bonus. Alongside 28 days’ holiday (plus bank holidays), life assurance and income protection. The role is 40 hours per week between the hours of 8.30-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 500 people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!

Organization: Elizabeth School of London Position: Student Success Tutor Salary: £28,000 Per Annum Employment Type: Full Time Working Hours: Monday to Friday, 9AM - 5PM (with weekend and evening flexibility when required) Location: On-Site, Elizabeth School of London, London, Limeharbour, UK 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)

As Senior Finance Business Partner, you will play a central role in driving financial performance Your new company This is a high‑impact senior finance role supporting a diverse and ambitious college with an annual turnover of around £40m. As Senior Finance Business Partner, you will play a central role in driving financial performance, supporting strategic decision‑making, and ensuring robust financial management across academic and operational areas. Your new role You will lead a small, capable team — including an experienced deputy and two Finance Business Partners — and act as a trusted adviser to senior stakeholders across the organisation.Key Responsibilities • Provide high‑quality financial insight, challenge, and strategic support to academic and operational leaders., • Lead and develop a team of three, ensuring strong performance and professional growth., • Oversee budgeting, forecasting, and monthly management reporting processes., • Produce clear, insightful analysis using Agresso, Power BI, and Excel., • Support long‑term financial planning and scenario modelling., • Drive improvements in financial processes, reporting quality, and business partnering capability., • Work closely with the Head of Academic Finance on strategic initiatives and organisational priorities. What you'll need to succeed • Strong experience in management accounting or finance business partnering, ideally in a complex organisation., • Proven ability to influence senior stakeholders and communicate financial information clearly., • Confident working with financial systems and data tools (Agresso experience highly desirable)., • A collaborative leadership style with the ability to motivate and develop a team., • You will be qualified CCAB or CIMA 4767710

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

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand. Our engineering team includes experienced software engineers and PhD-level AI specialists, with strong ties to the University of Edinburgh, giving you access to exceptional expertise and opportunities for continuous learning as part of the day-to-day work. The Role As a Senior Software Engineer at Aveni, you’ll be responsible for building and scaling the products that sit on top of FinLLM (the UK's first LLM for the Financial Services industry) and other LLMs, enabling financial institutions to adopt AI safely and effectively. You won’t be expected to build or train the LLMs themselves, instead you’ll be engineering the platforms, services, user interfaces and integrations that bring those models to life in the hands of advisers, analysts and banking teams. Your work will focus on: • Designing and implementing robust event-driven microservices and APIs, • Building scalable, cloud-native systems on AWS, • Integrating LLM-powered capabilities into real-world workflows, • Collaborating closely with product and AI specialists to turn ideas into reliable, customer-ready features What you’ll be working with You should be comfortable with most of our core technologies: • Python and TypeScript, • AWS (e.g., Lambda, ECS/Fargate, API Gateway, SQS/SNS, DynamoDB, RDS), • Microservices and event-driven architectures We also actively embrace AI coding assistants (such as Claude Code) to speed up development, improve code quality and reduce repetitive work — and we encourage engineers to use these tools effectively. What we’re looking for: • Experience building production systems using Python, • Solid understanding of cloud-native engineering on AWS, • Experience with microservices, messaging patterns and distributed systems, • A commitment to clean code, testing, observability and operational excellence, • A proactive and motivated mindset — someone who wants to build, ship and iterate quickly, • Interest in AI-powered products and a drive to learn Benefits at Aveni What you’ll love • Remote-first working across the UK., • Work abroad policy for when you want a change of scenery., • Co-working spaces available if you want an office buzz sometimes., • 34 days holiday (including flexible bank holidays) and your birthday off., • Company-wide off-sites (yes, karaoke may happen)., • Optional Personal Development Plan., • Flexible benefits platform: you choose the benefits that matter most to you (not the company)., • Protection essentials, because we know they matter - Life Insurance, Income protection, critical illness cover, Pension (up to 5% matched employer contribution and optional increased contributions)., • Private health- and dental care for your peace of mind., • Potential share options, have a stake in what you’re building., • Enhanced family leave. Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We've built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about technology and its ability to drive positive change for the future of financial services, we'd love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI.

Robert Half Technology are assisting a market leading financial services organisation to recruit an Interim CTO on a 6-12 month contract basis. Role Technology, Data & IT Operations • The Interim CTO will be accountable for the performance, security and reliability of all technology, data and IT services., • Owns operational risk, resilience, incident management and disaster recovery, ensuring robust and continuously improving controls., • Oversees infrastructure, cloud and third-party services to ensure resilience, recoverability and cost efficiency., • Translates business strategy into a clear, prioritised technology roadmap with senior stakeholders., • Owns execution of technology change, ensuring delivery is controlled and aligned to capacity and risk., • The Interim CTO leads Development, Data and IT Operations as a single, aligned function., • Builds capability, sets clear accountability and develops future leaders., • Partners with senior leadership to balance resilience, capacity and strategic delivery., • Ensures stable, reliable "business-as-usual" services with strong governance and monitoring., • The Interim CTO will have technical Mastery - sufficient knowledge and experience in the key areas of technology, data and IT operations to credibly lead the team and the firm forward., • Leadership & Collaboration - leads through influence, clarity and trust; works effectively across senior peers., • Delivery & Execution - gets things done in complex environments; balances pace with quality and resilience., • Communication & Stakeholder Management - explains, listens, aligns and builds shared understanding., • Operational & Risk Awareness - understands the realities of regulated operations and operational resilience., • Adaptability & Continuous Improvement - responds constructively to change; encourages learning and evolution., • Market leading financial services organisation, • global organisation with offices in London The salary range/rates of pay is dependent upon your experience, qualifications or training. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand. Our engineering team includes experienced software engineers and PhD-level AI specialists, with strong ties to the University of Edinburgh, giving you access to exceptional expertise and opportunities for continuous learning as part of the day-to-day work. The role We're looking for a Lead Software Engineer to be the most senior technical voice in one of our product squads, working as a technical co-leader alongside the Engineering Manager. You'll own the squad's technical direction and engineering quality end to end, from architectural decision making and hands-on delivery, to mentoring engineers and shaping how we build across the organisation. This role demands genuine depth in AI. You'll be leading LLM powered feature development and setting the standard for how AI tooling amplifies the whole engineering process, combined with the full-stack and cloud-native chops to back it up. What you'll be doing • Setting technical direction for your squad. Owning architectural decisions, managing technical risk, and representing the engineering perspective at our Architecture Review Board, • Leading AI-powered product development: designing LLM workflows, RAG pipelines, and agentic features that run on top of our AI platform in production, at scale, • Driving adoption of AI coding tools across the full SDLC, from planning and design through code review, testing, deployment and setting the bar for how the squad works, • Delivering production grade code across the full stack: Node.js or Python backends, event-driven AWS architecture, and React where the squad needs it, • Mentoring and growing engineers across AI and full-stack domains, through code reviews, design documents, and day-to-day pairing, • Collaborating with platform teams to consume shared capabilities and contribute reusable patterns back, not building one-off solutions when a platform component will do, • Ensuring everything we ship is compliant-by-design, auditable, and built to the standards expected of software in FCA regulated financial services What we're looking for • A seasoned engineer with 10+ years of experience, including meaningful time building and operating AI/ML systems in production, • Real technical leadership. You've set direction, made architectural calls, mentored others, and influenced how a team builds, not just what it ships, • Strong hands-on AI/LLM skills: prompt engineering, RAG, model evaluation and agent frameworks. You know how these work in production, not just in demos, • Deep expertise in Node.js or Python, with solid experience in the other; comfortable switching contexts depending on what the problem needs, • Cloud-native development on AWS. Serverless, event-driven, Lambda, with an instinct for well designed, maintainable systems, • A genuine curiosity about where AI is going and the judgment to separate signal from noise when recommending what to adopt, • An instinct for building responsibly. You care about auditability, compliance, and the downstream impact of what you ship Why Aveni • You'll work at the frontier of applied AI in a domain where it actually matters, helping financial services firms serve their clients better and meet growing regulatory obligations, • AI-native engineering culture: we use AI tools seriously, across the full development process, and we're always looking to push further, • High impact from day one. As a Staff Engineer, your technical decisions will shape the product, the platform, and the engineers around you, • A talented, collaborative team building something genuinely novel, with the backing, the architecture, and the proprietary models to do it properly Benefits at Aveni What you’ll love • Remote-first working across the UK., • Work abroad policy for when you want a change of scenery., • Co-working spaces available if you want an office buzz sometimes., • 34 days holiday (including flexible bank holidays) and your birthday off., • Company-wide off-sites (yes, karaoke may happen)., • Optional Personal Development Plan., • Flexible benefits platform: you choose the benefits that matter most to you (not the company)., • Protection essentials, because we know they matter - Life Insurance, Income protection, critical illness cover, Pension (up to 5% matched employer contribution and optional increased contributions)., • Private health- and dental care for your peace of mind., • Potential share options, have a stake in what you’re building., • Enhanced family leave. Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We've built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about technology and its ability to drive positive change for the future of financial services, we'd love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI.

Paraplanner North London Hybrid (3 days in office) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. A competitive package is available. Hybrid (3-days in office) Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: • Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance, • Fund switches, • Withdrawals, • Review process, • Conducting regular meetings with the Adviser(s) in order to:-, • Manage new business cases/submissions, • Keep abreast of the Adviser’s(s) new business pipeline, their targets and monitoring performance against targets; (at adviser’s discretion), • Undertaking research into the different financial products that can be ...

Build Your Legacy with a National IFA: Adviser Opportunity with Client Referrals & Growth Potential Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition. Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses The Opportunity We’re working with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale. Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities. • Access to full back-office support, marketing, compliance, and lead generation, • Opportunity to build long-term capital value in your client book, • Comfortable balancing both client servicing and business development responsibilities.

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What you'll be doing as Financial Adviser Providing holistic Financial Planning advice to an existing bank o

We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. • Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business., • You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team., • You must have a minimum of 2 year’s experience in an advisory role., • Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages., • You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease., • Minimum Level 4 Diploma Status., • Competent Adviser Status in current role., • Commitment to ongoing Professional Development., • Ability to work in a fast-paced environment. We are recruiting for an IFA in London who have a requirement for someone to service an exi...

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our team to meet that demand. The Role We’re looking for a Senior AI Engineer (FinLLM / NLP) to help drive the next generation of AI systems powering financial services. This role focuses on developing, fine-tuning and deploying advanced language models that operate at production scale within highly regulated environments. You’ll work alongside our NLP team, software engineers, and product leaders to build cutting-edge solutions that transform how financial organisations use AI. This is a hands-on role where you’ll shape both the technical direction and practical deployment of large language models and NLP systems within our platform. What You’ll Do • Build and optimise LLM-powered systems, • Architect, fine-tune and optimise machine learning models including LLMs and classical ML approaches, • Experiment with modern architectures such as Transformers and Mixture-of-Experts, • Apply efficient training and fine-tuning techniques including LoRA and parameter-efficient methods, • Develop robust evaluation approaches to measure model quality and reliability, • Develop scalable AI systems, • Build and deploy production-grade NLP pipelines and services, • Ensure models operate efficiently with low latency and high availability, • Integrate models into scalable cloud infrastructure and real-world applications, • Data strategy and model training, • Lead the acquisition, processing and governance of large structured and unstructured datasets, • Apply exploratory data analysis and validation techniques to improve training pipelines, • Ensure data privacy and governance standards suitable for financial services, • Engineering best practices, • Contribute to DevOps and MLOps pipelines, • Implement robust version control, testing and CI/CD workflows, • Support reliable deployment and monitoring of models in production environments, • Technical leadership, • Mentor engineers and contribute to the technical growth of the team, • Work closely with product, engineering and data teams to deliver AI solutions, • Stay at the forefront of AI and NLP research, applying new approaches where they add value What We’re Looking For Essential experience • Significant experience building, training and deploying machine learning models, • Strong Python skills with experience using NumPy, Pandas, SciPy and modern ML frameworks such as PyTorch or TensorFlow, • Experience working with large-scale unstructured data, • Experience building and deploying production-ready NLP systems, • Familiarity with API integrations and data acquisition pipelines, • Experience implementing software engineering best practices including Git and agile development, • Experience working with cloud environments (preferably AWS) Nice to have • Experience with containerisation technologies such as Docker or Kubernetes, • Experience with frameworks such as vLLM or NeMo, • Knowledge of financial services NLP applications, • Experience designing evaluation methodologies for LLM outputs, • Experience building intelligent agents or multi-agent systems, • Skills and mindset, • Strong analytical problem-solving skills, • Ability to design scalable, production-ready AI systems, • Clear communication with both technical and non-technical stakeholders, • Passion for AI innovation and continuous learning, • Leadership and mentoring capability Qualifications • MSc or equivalent experience in a relevant field such as AI, Machine Learning, Computer Science, or Data Science Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI. Benefits at Aveni What you’ll love: • Remote-first working across the UK, • Work abroad policy, • Co-working spaces available, • 34 days holiday (including flexible bank holidays) and your birthday off, • Company-wide off-sites, • Optional Personal Development Plan, • Flexible benefits platform, • Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions), • Private health and dental care, • Potential share options, • Enhanced family leave

Self-Employed Protection Advisor (Domestic & Business) Exceptional Commission Structure No previous experience necessary full training will be given. This is your opportunity to join a market-leading company offering outstanding commission rates, full training, and the freedom of being your own boss. Our client, a well-established and trusted name in financial protection, is rapidly expanding across Great Britain and Northern Ireland. They are now looking for driven and experienced Sales Executives/Protection Advisers to join their high-performing team. With a reputation for stability, integrity, and success, our client supports people in achieving financial freedom while protecting them from lifes uncertainties. What You'll Be Doing: As a Protection Adviser, youll be: • Generating and managing your own leads, full training provided on how to do this, • Accident Protection, • Accident & Sickness Cover, • Critical Illness Cover, • Income Protection Were seeking ambitious, self-motivated sales professionals with: • Proven success in sales (financial services or protection experience highly desirable), • A confident, resilient personality and strong closing skills, • Excellent communication and relationship-building abilities, • Uncapped earnings average first-year consultants earn £47,000, • Top performers are earning £100,000+, • Market-leading commission:, • Starting at 120% (4-year indemnity), • Up to 175% (4-year indemnity) or 220% (non-indemnity) paid weekly, • All leads self-generated you're in control of your income, • Full product training and development provided, • No comparison quotes or retention account needed, • Online, paperless sales process can close sales on the first meeting, • Domestic & business protection products, • Automatic SODANs and suitability reports provided, • Have experience in Protection Sales / Sales / Customer Service / Telesales, • Motivated and looking for your first chance in sales., • Are ready to take your career to the next level, • Want to work independently with high earning potential on a self employed commission only basis, • Are entrepreneurial and confident in generating your own leads JBRP1_UKTJ

IndependentFinancialAdviser FarehamorDorchesterorChiswick(W.

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What you'll be doing as Financial Adviser Providing holistic Financial Planning advice to an existing bank o

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

A firm of Chartered Accountants is looking to appoint an Agricultural Accounting Specialist to join their established team. This is an exciting opportunity for an experienced accountant with a passion for the rural and farming sector to take ownership of their own client portfolio, with significant autonomy and responsibility from day one. The Role The successful candidate will manage a portfolio of agricultural clients, building strong relationships while delivering a broad and engaging mix of work across both accounts and tax. This varied and hands-on role offers the chance to become a trusted adviser to farming families and rural businesses, providing tailored financial and taxation advice that supports long-term success. Key responsibilities will include: Managing a portfolio of agricultural and rural business clients. Preparing statutory accounts and tax computations. Advising clients on a range of tax and financial planning matters. Supporting clients with business decisions and strategic planning. Working closely with partners and colleagues to deliver a first-class client service. Taking on responsibility and autonomy to shape the role around the client base. The Candidate The role will suit a qualified accountant (ACA / ACCA) or qualified by experience accountant. The ideal individual will be personable, commercially minded, and able to manage relationships with farming families and rural enterprises with confidence and understanding. Whats on Offer Competitive salary and benefits package. A highly autonomous role managing a rewarding client portfolio. Exposure to both accounts and tax, ensuring a rounded skill set. Genuine long-term career progression with a clear path through to Director level. The chance to join a supportive and well-established firm with a strong regional reputation. Option for hybrid working If you are interested in this Agricultural Accountant opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance. IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities. TPBN1_UKTJ

Job Description At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs: * interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. * Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. * Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department The Developed Markets Equity Research team provides deep fundamental research across North American, European and UK equity markets. The team supports portfolio managers by generating original insights, maintaining sector expertise and helping deliver sustainable long-term outcomes for clients. Operating across London, Edinburgh, Boston and Philadelphia, the team values curiosity, debate and continuous learning, working collaboratively to enable our clients to be better investors. About the Role As a Consumer Discretionary Investment Analyst, you will take ownership of research coverage within the Consumer Discretionary sector across developed markets. This permanent role offers the chance to shape investment thinking from day one by generating differentiated insights, meeting senior company leaders and influencing portfolio decisions. It is a high-impact position that blends analytical rigour, creativity and global exposure, supporting your long-term growth as an investor and helping you invest in your tomorrow. Key Responsibilities * Maintain active research coverage across the Consumer Discretionary sector, including monitoring sector developments and maintaining live recommendations. * Produce high-quality fundamental research using both quantitative and qualitative analysis to generate differentiated investment insights. * Engage directly with senior company management globally, including travel to key markets, to deepen understanding of business models and strategy. * Integrate ESG considerations into company analysis and investment recommendations. * Communicate clear, timely and persuasive investment views to portfolio managers to support long-term outperformance. About the Candidate * Significant experience producing deep fundamental equity research within the Consumer Discretionary sector. * Proven ability to build detailed financial models and stress‑test investment theses using scenario analysis and advanced valuation techniques. * Demonstrated experience engaging directly with C‑suite executives globally and extracting insights that materially shape investment views. * Ability to communicate complex ideas clearly and work collaboratively within a research-driven environment. * Experience influencing portfolio decisions through clear recommendations. We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits ___ Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do ___. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. ___, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

Job Description At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs: * interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. * Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. * Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the role; This is a fantastic chance to sit at the heart of our institutional business, supporting sales directors and client teams as we expand our liquidity franchise. You’ll gain hands-on exposure to sales strategy, client onboarding, and marketing campaigns—while building deep knowledge of financial markets and client engagement. What You’ll Be Doing You’ll play a key role in supporting the sales effort and ensuring a seamless client experience: ? Sales & Team Support * Create compelling presentations and marketing materials * Produce competitor and market analysis * Maintain and enhance Salesforce data accuracy (client contacts, AUM, opportunities) * Provide day-to-day support to the liquidity sales team ? Campaigns & Business Development * Research and identify target sectors and key prospects * Build structured outreach strategies (email & phone) * Partner with Marketing to drive targeted campaigns * Help identify top opportunities across industries ? Client Onboarding & Compliance * Support onboarding of new clients, including AML/KYC checks * Liaise with internal teams and Luxembourg-based transfer agency * Follow up with clients to gather required documentation * Assist with remediation for high-risk or complex client cases Requirements for the role; * A degree (or equivalent experience) * Strong organisational skills and attention to detail * Confidence working with data and CRM systems (Salesforce is a plus) * Client facing – presentable with excellent communication skills—written and verbal * A proactive mindset, a willingness to learn and be able to work at pace Nice to have: * Industry qualifications such as IMC or ACCA (or working towards them) We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits ___ Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do ___. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. ___, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

Job Description At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs: • interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them., • Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. This is a second line role reporting to the Head of UK Investment Compliance. The Investment Compliance Advisory Manager is primarily responsible for providing compliance advice and robust challenge to the UK Investment and associated Operations teams, with responsibilities extending across a global operating environment. The role also supports the preparation of updates for boards and governance forums on behalf of the wider UK Compliance team, working collaboratively with other team members. The UK Investment Compliance team provides regulatory advice and support to the Aberdeen Investment entities in the UK. In addition to maintaining effective stakeholder relationships, the Investment Compliance Advisory Manager is accountable for the responsibilities outlined below, with oversight and support from the Head of UK Investment Compliance, who holds SMF16 for the relevant MiFID entities. Key Responsibilities • Establish and develop stakeholder relationships with key first line staff covering., • portfolio management, Regulatory Reporting and Client Group., • Lead Board and Governance reporting processes for all internal forums and Boards, ensuring that regulatory developments, regulatory engagement and other Compliance matters are appropriately communicated to the business. Supported by other team members., • Take the lead on analysing new regulation in order to provide tailored advice to business stakeholders and support implementation projects., • Provide regulatory advice to the front and middle office, on topics such as, CSDR, non- reporting EMIR requirements, MIFID Transaction Reporting, MIFID Trade Reporting, EMIR Reporting, SFTR, Major Shareholder Reporting, SDR, SFDR, SRD, Stewardship Code, Research, Derivative Trading Obligation, Securitisation, Short Selling, UCITS, NURS, MMFR and costs and charges reporting., • Provide regulatory advice to the front and middle office, alongside the Investment Compliance Advisory Consultant and the Head of UK Investment Compliance in support. These may include, new product launches, regulatory investment limit queries, institutional client conflicts, conflicts within Private or Public Market teams, support of ESG investing, changes to research payments and all regulatory reporting regimes., • Provide training sessions for the business on regulatory limit regulations, such as UCITS, NURS, MMFR, alongside the Investment Compliance Advisory Consultant., • Liaise and knowledge share with the Market Conduct team and other areas of R&C., • Work with Regulatory Developments to provide the business with effective regulatory development updates., • Collaborate and maintain relationships with global Risk & Compliance teams., • Maintain independence as a second line function., • Extensive Asset Management/Compliance experience, • Possess and be able to demonstrate a working knowledge of: COBS, SYSC, SMCR, Sustainability, Stewardship, MIFID Regulatory Reporting, Research, Regulatory Investment Limits (UCITS, MMFR, NURS, Securitisation, Short Selling), • Interest in finance, and good financial knowledge, i.e. different asset classes, instrument types, the service provided by asset management firms Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits ___ Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do ___. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. ___, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

Job Description Product Tax Assistant Manager – 9 month FTC (Parental Leave Cover) Location: Edinburgh/London/Dublin Department / Team: Finance Reports to: Global Product Tax Senior Manager At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs: • interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them., • Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. The Product Tax Assistant Manager (9 month FTC) will play a key role in managing the product and investment tax affairs of the Aberdeen business, focused on our range of UK, Luxembourg and Irish domiciled public market funds. The role will work closely with other members of the public markets tax team to: • Provide a comprehensive tax advisory service to the UK, Luxembourg and Irish funds, with input as required to the wider international fund range., • Provide effective tax input and support to the product, investment and operational teams on fund and investment tax issues., • Coordinate the business and third party outsourced providers, and manage external tax compliance agents/ advisors to ensure effective oversight and completion of specific tax reporting and filing services for the fund range, investors and investments as appropriate., • Assist the business in understanding and monitoring the tax impact and requirements for distributing and investing in new and existing territories to ensure that tax risks and opportunities are identified, and tax obligations for the product range are met., • Provide effective and timely communication to the business of the impact of any changes to product and investment taxes identifying potential opportunities and risks. The role holder will be required to develop a good understanding of how the business operates and work with a wide range of other service providers across a range of territories to ensure that tax affairs are effectively managed across the pooled fund range. Aberdeen Group plc will provide the role holder with a supportive environment including professional growth and development. Key responsibilities of the role: • Responsible for managing a large book of outsourced international tax compliance work, including European investor tax reporting (e.g. UK, Germany, Austria, Italy) and tax agency filings (e.g. India, Romania, Nigeria)., • Responsible for managing identified withholding tax reclaims and relief at source., • Provide tax support on new product activities including fund launches, mergers and closures., • Provide tax technical support to the business teams (e.g. Front Office, Product, Finance, Operations, Legal and Compliance) to ensure product and investment tax risks, obligations and opportunities are identified and resolved., • Research, respond to inquiries, and propose solutions to complex tax matters related to operational aspects of funds., • Build and maintain working relationships with third-party service providers (custodian, fund administrators) and advisor firms., • Ensure effective controls and processes are in place to identify and manage all applicable investment and fund tax risks and obligations in relation to the product range, providing support as required to the business where these controls and processes sit in operational areas., • Understand best practice and liaise as appropriate with external stakeholders, including applicable industry bodies., • Assist where required in relation to tax issues impacting the investment manager., • Partner with the wider team in special projects related to funds and investments. Strong knowledge of product and investment tax issues across UK, Luxembourg and Irish funds. * Big 4 background preferred. * Ability to research, analyse and propose solutions for tax matters * Exposure to investment management tax * Professional qualifications: CTA / ATT / ACA / ACCA * Understanding of withholding tax , relief‑at‑source and reclaim processes. * Experience with international tax compliance , including investor tax reporting and tax agency filings. We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits ___ Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do ___. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. ___, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

Job Title: Financial Planner Industry: Wealth/Asset Management Location: South East Salary: Up to £75,000 with competitive OTE Job Ref: 10003 Recruit UK is working in partnership with a leading National Wealth Management firm to support the growth of its Financial Planning team. We are seeking experienced Financial Advisers with a strong track record of advising private clients and growing a client book. This is a rare opportunity to join a firm that provides an initial portfolio of clients and a flow of high-quality leads so you can focus on clients. In addition, you will be expected to generate new business through your networking efforts. The role offers remote working, with access to the office if preferred. You will benefit from comprehensive support from a dedicated team responsible for technical research and client administration, enabling you to concentrate on managing client relationships and delivering outstanding outcomes. What’s in it for you: • Salary up to £75,000, • Attractive bonus, • Remote working, • 26 days holiday, plus bank holidays, with the option to purchase more, • Level 4 Financial Advice Diploma (CII, CISI, o...

This is a genuinely different paraplanning role within a boutique, privately owned, directly authorised IFA firm based in Blackheath. You will not be sat in the background purely writing reports. Instead, you will work closely with advisers and clients, attending meetings, shaping advice, and playing a visible role in the client journey from day one. The firm is family-run, stable, and values long-term relationships over volume. The environment is collaborative, professional, and grown-up, with no corporate layers or unnecessary bureaucracy. There are two clear long-term pathways available, depending on what you want: • A progression route into advice, with full support if you want to become an adviser You will be involved in: • Attending client meetings alongside advisers, • Acting as a technical point of contact for clients where appropriate, • Researching and formulating advice across pensions, investments, protection, and tax planning, • Writing suitability reports and recommendation letters, • Cashflow modelling using Voyant, • Producing and maintaining financial plans usi...