Financial adviser jobs in SheffieldCreate job alerts

The Opportunity As a growing communications agency with over 30 years’ experience, Counter Context prides itself on fostering a culture of inclusivity, collaboration, and innovation, ensuring that every voice is heard, every perspective is respected, and every contribution matters, both within our teams and in the way we engage with clients, communities, and stakeholders. We work across a range of sectors, including Transport & Sustainability, Energy & Utilities, and Regeneration. Our clients are shaping the transition to net zero, delivering sustainable travel infrastructure, regenerating communities, and delivering nationally significant projects. Whether it’s major infrastructure schemes, place-based regeneration programmes, or renewable energy developments, our work influences decision-makers, empowers communities, and builds trust between stakeholders. As an Senior Account Manager primarily focused in our Transport & Sustainability Team, you will lead a portfolio of projects, managing senior client relationships and shaping communications strategies that deliver real impact. You will provide leadership and strategic direction to your team members, while ensuring the highest standards of delivery and client satisfaction are met, working alongside our Directors. We are seeking a proven communications professional with excellent leadership skills, experience leading and delivering stakeholder engagement and consultations for complex, multi-stakeholder projects in the sectors we work in and a passion for quality and excellence. The Role This is a senior position demanding a strong set of client leadership, commercial, and advocacy skills, alongside the ability to manage individuals and small teams. The principal objective is to lead the successful delivery of multiple client projects across a range of clients, ensuring quality, driving innovation, and maximising impact. You will play an important role in developing your own client relationships, identifying opportunities to add value, and supporting the growth of our work by responding to your clients' needs and contributing to new business opportunities. You will be accountable to the Director of Transport & Sustainability, providing a link between them and the wider delivery team, contributing to strategic discussion, and supporting their leadership, while giving colleagues day-to-day guidance across projects. Key skills and competencies We’re looking for a Senior Account Manager with the following core capabilities: • Strategic judgement across communications and engagement in complex, multi‑stakeholder environments, • Senior client and stakeholder credibility, with the confidence to advise and influence, • Commercial awareness, including budget management and identification of growth opportunities., • Strong delivery discipline, managing priorities across multiple live projects and driving consistency and quality standards, • People leadership capability, supporting the development of colleagues and teams Key Accountabilities As a Senior Account Manager, you will be both a strategic leader and a hands‑on practitioner, responsible for the quality, consistency, and impact of your work. Your key accountabilities will include: · Strategic Leadership & Delivery - Shape and lead communications and engagement strategies across multiple projects, taking an active role in high‑quality delivery — from drafting or reviewing materials to leading workshops and presentations — ensuring alignment with client objectives, stakeholder needs, and wider sector context. · Project, Quality & Financial Oversight - Oversee multiple projects concurrently, maintaining control of timelines, budgets, risks, resourcing, and quality standards, while ensuring strong commercial performance and value for both clients and the agency. · Client & Stakeholder Leadership - Act as a trusted senior adviser to clients and stakeholders, building long‑term relationships, anticipating needs, resolving challenges, and engaging effectively with communities, local and citywide stakeholders, and elected representatives to support client objectives and add value. · Business Development & Growth – Support the growth of the business by identifying and developing opportunities to add value to our existing clients. Work closely with departmental leads to play a leading role in new business proposals, including identification of opportunities, proposal management and production of high quality outputs. · Team Leadership & Development - Lead, manage, and mentor colleagues, fostering collaboration, professional growth, and a supportive, high‑performing team culture. This role offers the opportunity to sit at the centre of our most important work, driving delivery across clients and working with other sector teams to help shape the future growth of Counter Context. Why Join Us? At Counter Context, you will have the opportunity to work at the forefront of some of the UK’s most high-profile and complex projects, from regenerating places and delivering critical infrastructure to shaping sustainable transport and energy solutions. Our work has a direct impact on how communities develop, how people live and travel, and how businesses and government communicate. What you can expect · Challenging and rewarding work You’ll lead projects that require both strategic thinking and hands-on delivery, working with senior decision-makers and diverse stakeholders. · Real influence Our clients look to us for trusted advice. You’ll be empowered to shape strategies, challenge thinking, and play a visible role in project success. · Career development As we continue to grow, you’ll have the opportunity to take on increasing responsibility and broaden your experience across sectors and disciplines. · A collaborative team We are ambitious but supportive, working closely together to share expertise, push for high standards, and celebrate success. Wellbeing and flexibility We recognise the importance of balance and support, offering flexibility alongside a range of wellbeing-focused benefits. What we offer · Salary from £42,000, depending on experience · Permanent, full-time position, although we are also happy to discuss fixed-term options · 28 days annual leave, rising to 36 days with length of service, plus bank holidays · Cash plan through Westfield Health · Hybrid and flexible working options · 24-hour Employee Assistance Programme, including counselling support · Social and networking opportunities throughout the year · Enhanced family leave policies · Enhanced pension contributions, alongside salary sacrifice options through Scottish Widows Counter Context is committed to creating an inclusive and supportive working environment where people feel valued, respected and able to be themselves. We know that different perspectives, backgrounds and experiences make us stronger as a team and help us deliver better outcomes for our clients and the communities we work with. We welcome applications from people of all backgrounds and are committed to ensuring our recruitment process is fair, accessible and inclusive for everyone.

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

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, • Developing modern, responsive React front-ends, • 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: • Node.js and TypeScript, • React and modern front-end tooling, • AWS (e.g., Lambda, ECS/Fargate, API Gateway, SQS/SNS, DynamoDB, RDS), • NestJS or equivalent back-end frameworks, • 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 Node.js / TypeScript, • Hands-on experience developing UIs with React, • 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.

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 hiring an Engineering Manager to lead and grow one of our engineering teams. This is a people first role for someone who is genuinely excited about the craft of leadership. You will own the performance, growth, and culture of your team, working closely with Product and Lead Engineer to create an environment of genuine ownership and high autonomy. This role requires a strong engineering background, not to own the technical direction, but to earn credibility, ask the right questions, and know when to step in. What You’ll Be Doing • Own performance, development, and progression of your team, • Own the individual performance and development of your direct reports, setting a high bar, giving honest feedback, and creating conditions for engineers to grow into real ownership., • Build a self-organised team, initially playing a facilitating role in ceremonies, with the explicit goal of no longer being needed to run the process., • Partner with Product on roadmap planning, making sure engineers understand the context behind the work, not just the tickets in front of them., • Own your team's delivery, keeping engineers unblocked, priorities clear, and commitments met., • Spot patterns in how your team operates, design better ways of working, and build the automation that powers those improvements., • Stay close enough to the codebase to spot friction, improve developer tooling, and engage credibly in technical discussions, without stepping onto the critical path., • Drive hiring alongside our Recruitment team, contributing to interview process design, and a high-quality candidate experience., • Set the cultural expectation around AI coding tools, building team-wide norms for responsible, high-quality AI-assisted engineering. What We’re Looking For • Extensive experience in software engineering, with genuine hands-on technical experience. You know what good code looks like and can get into the details when it matters., • Proven experience as an Engineering Manager or Team Lead, with real ownership of individual performance and team culture., • A track record of building high-trust, high-autonomy teams, not teams that work because of you, but teams that work because of the environment you built., • Good understanding of Node.js or Python, and React. Enough to have credible technical conversations, review code, and debug issues alongside your team., • Experience with Agile/Scrum, and a track record of improving how teams deliver, not just following a process., • Genuine excitement about AI coding tools. You use them yourself, you help your team use them well, and you stay current on what's emerging., • You enjoy management and leadership problems. Growing and unblocking people, building the processes and frameworks that make the team better. These are things you actively want to do. Why Aveni • We're building AI systems for a sector where trust and safety genuinely matter and we take that seriously in how we engineer., • High-trust, high-autonomy culture: we give engineers real ownership and expect them to use it., • AI-native engineering culture. We use AI tools across the full software lifecycle and expect our engineering leaders to lead from the front., • High-growth fintech at an exciting moment. New products launching, the team scaling, and the chance to shape how engineering works at Aveni for years to come. 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: • We’re a remote-first company across the UK, with regular off-sites and in-person gatherings that are always fun, motivating and team-focused., • 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

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, • 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, 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.

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 Aveni is building next-generation AI systems for UK financial services, where safety, compliance, and trust are non-negotiable. We're hiring a Senior Software Engineer to work on AI and agentic platform capabilities that power intelligent, automated workflows for financial services. This is a high-impact role building foundational technology that underpins Aveni's AI-first strategy. Your work will focus on: You'll work on systems that govern how AI agents behave in regulated financial contexts, designing and implementing policy enforcement, safety controls, behavioural monitoring, and evaluation frameworks. This work sits at the intersection of platform engineering, AI/ML systems, and compliance-by-design architecture. You'll be joining at a pivotal moment as Aveni scales from startup to enterprise-grade AI FinTech, working on problems that matter: making AI safe, auditable, and trustworthy in high-stakes financial environments. What You’ll Be Doing Build Production-Grade Systems • Design and implement scalable Python services powering AI-driven workflows, • Develop resilient, observable systems with strong error handling and compliance traceability, • Work within a serverless, event-driven AWS architecture Own Delivery End-to-End • Take ownership of features from design through to production, • Collaborate with Product, AI Platform, and Compliance teams, • Contribute to sprint planning, estimation, and delivery Shape AI & Agentic Systems • Build intelligent workflows using LLMs and agentic architectures, • Integrate AI models into production systems, • Design guardrails, policy enforcement, and behavioural monitoring for AI agents Mentor & Elevate the Team • Support and guide junior and mid-level engineers, • Lead code reviews and promote engineering best practices, • Contribute to documentation, demos, and knowledge sharing Drive AI-Augmented Engineering • Use AI coding tools to accelerate development and improve quality, • Help define best practices for AI-assisted software engineering What We’re Looking For Must Have • Strong Python expertise in production environments, • Experience building cloud-native systems on AWS (Lambda, DynamoDB, S3, EventBridge), • Experience working with LLMs or AI/ML systems, • Strong understanding of APIs, async systems, and scalable architecture Nice to Have • Experience with AI safety, guardrails, or policy enforcement, • Background in agentic systems or autonomous workflows, • Experience in financial services or regulated environments, • Familiarity with Node.js / TypeScript, Terraform or CDK, • Knowledge of observability tools and ML fundamentals You’ll Thrive If You Are • Pragmatic and able to balance speed with long-term quality, • Curious about AI, especially safety and responsible usage, • Comfortable working in a fast-moving scale-up environment, • A strong communicator who can explain complex ideas clearly, • Passionate about mentoring and raising team standards Career Growth This role offers a clear path into Staff or Lead Engineer positions, where you’ll: • Drive architectural decisions across multiple teams, • Own complex, cross-cutting AI systems, • Shape Aveni’s long-term AI platform strategy 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

An exceptional opportunity to shape adviser performance, elevate quality, and play a pivotal role in a growing financial services business. If you’re passionate about developing people, strengthening compliance standards and influencing culture, this role places you at the centre of it all. About the Company Our client is a long‑established, highly respected Mortgage Brokerage based in Southampton. The company have a strong national presence, a reputation for outstanding customer outcomes and a culture built on integrity and continuous improvement, they are committed to developing their people and delivering best‑in‑class advice across the market. About the Role As the Training & Competence Monitoring Supervisor, you will play a crucial role in driving mortgage adviser development, ensuring adherence to regulatory standards, and strengthening the company’s Training & Competence framework. Working at the heart of the compliance and performance function, you will influence adviser capability, support business objectives, and ensure that every customer receives suitable, high‑quality advice. Key Responsibilities In this role, you will: • Maintain, embed and oversee all requirements within the company’s Training & Competence scheme., • Conduct adviser observations across all product areas, identifying developmental needs, • Lead regular 1:1s with advisers to review performance, KPIs and risks to drive improved customer outcomes., • Create, implement and manage adviser development plans, • Provide ongoing coaching to enhance advice quality and strengthen adviser capability., • Facilitate and deliver induction training aligned to the T&C scheme., • Build strong cross‑departmental relationships to support an effective end‑to‑end customer journey., • Ensure accurate, timely T&C record keeping and support first‑line defence activities., • Respond appropriately to complaints in line with company policy., • Promote and uphold high standards of conduct, customer focus and compliance across all activities. Skills & Experience • Minimum 2 years’ experience within a Regulated Mortgage environment, • At least 1 year in a Mortgage Training & Competence, coaching, supervisory or quality assurance role., • Strong understanding of FCA regulation and the UK regulatory environment., • Effective communicator with strong relationship‑building skills., • Highly organised, detail‑focused and able to work to challenging deadlines., • Confident in providing constructive challenge and working both independently and collaboratively., • CeMAP or equivalent qualification & a formal compliance qualification (Desirable) Package • Salary up to £43k, • Remote work, • Career development opportunities within a respected, growing organisation. Why Apply? If you want a role where your expertise directly shapes adviser quality, customer outcomes, and the success of the business, this position offers real influence and long‑term career progression. You’ll join a forward‑thinking organisation that values continuous improvement, invests in its people, and empowers you to make a genuine impact.

85,000 to 110,000 (DOE) Senior Assistant Company Secretary Salary 85,000 to 110,000 depending on experience Permanent Hybrid Home & Folkestone / London Here at Saga, we have rare opportunity for a Senior Assistant Company Secretary. Youll be joining a high functioning Company Secretarial Team. Working as a Senior Assistant Company Secretary, you will support the Company Secretarial Team professionally and administratively, dealing with all levels across a diversified Group. Its truly an exciting and varied role, you will act as named Company Secretary for the Insurance and Saga Money business units, and act as secretary to the plc Audit and Risk Committee, ensuring that all matters relating to internal controls and risk throughout the Group are reported and escalated, as necessary. This is a pivotal role in Saga, you will hold responsibility for the regulated entities while also assisting our Group Company Secretary on other Group related matters and projects across our exciting and varied organisation. We need you to be credible and knowledgeable with supporting at c-suite level within heavily regulated environments. You will be able to commit to working collaboratively as a team, deliver high quality work and have a pragmatic and commercial approach. Working closely with the Board, you can certainly have a positive impact to the overall strategy at Saga. We work in a hybrid way at Saga both at home and in the office. Our main locations for this role would be Folkestone, Kent and Kings Cross, London. Role Responsibility As the appointed Company Secretary to our Insurance and Financial Services FCA regulated entities within the Saga Group. (Saga Insurance and Saga Money.) Your key areas of responsibilities will cover; Maintaining an effective working relationship with the Insurance and Personal finance entity Chairs and CEOs to ensure that governance supports delivery of the strategy. Drafting and controlling annual corporate calendars. Preparing agendas, governance reports, collating and circulating papers, and drafting minutes for boards and committees where appropriate. Working collaboratively with business areas to ensure supporting board and committee papers and actions are high quality, providing a check and challenge to initial drafts and ensuring that executive summaries are used effectively. Attending and minuting Board, Remuneration/Nomination Committee and Audit, Risk and Compliance Committee meetings (Insurance) and plc Audit and Risk Committee. Maintaining and updating governance documents, including Terms of Reference, delegated authority matrices, and division of responsibilities. Ensuring that the flow of reporting between subsidiaries and Saga plc is effective - with a focus on audit, risk and internal controls. Providing advice on current best corporate governance practice. Liaising with the Conduct Risk Team on regulatory matters (i.e. FCA) and ensuring that corporate governance processes and procedures adhere with regulatory rules and expectations. Carrying out Non-Executive and Executive Director inductions within insurance and Saga Money, and ongoing development/ evaluation. Group: Supporting during the AGM preparation and the production of the Annual Report and Accounts (with specific responsibility for the Audit and Risk Committee report). Assisting with project work, as required e.g. group strategic projects, due diligence requests, Group Policies, ad hoc requests. Acting as a trusted adviser to senior stakeholders, providing guidance on governance issues, statutory duties, and company policies. Drafting resolutions and associated documentation for all governance matters e.g. projects, transactions, change of name, director or secretary changes, etc. Statutory and Regulatory Compliance: Monitoring developments in company law, corporate governance, and regulatory requirements. Ensuring full compliance with statutory and regulatory obligations, including Disclosure Guidance and Transparency Rules, Market Abuse Regulation, Listing Rules, UK Corporate Governance Code and other relevant frameworks. Project and Change Support: Contributing to significant corporate projects such as mergers, acquisitions, restructures, and new business ventures. Obtaining approvals by relevant Group companies and ensuring Board directors understand their responsibilities and fulfil their duties. Carrying out due diligence and supporting transactional governance requirements, working closely with internal and external advisers. Working with cross-functional teams including Legal, Tax, Treasury, Legal and external advisers to deliver projects. The Ideal Candidate You will have previously line managed in a Company Secretary function and be keen to join an organisation that is on a journey of transition and growth. You will have already worked in a Plc and/or regulated business. You will also be able to demonstrate the following skills and capabilities; Ability to build and maintain strong relationships with directors, senior executive and control functions High-level organisational skills, with the highest standards of professionalism and integrity Excellent interpersonal and communication skills (written and verbal) plus minuting experience Attentive to detail with a pragmatic, commercial and collaborative approach Excellent project management skills ability to respond quickly to ad hoc queries and manage conflicting priorities Come from a legal background, ideally with a law or business degree CGI qualified Chartered Governance Qualifying Programme Good knowledge of UK Companies Act 2006, FCA Disclosure and Transparency Rules and other relevant legislation Excellent working knowledge in the use of the latest company secretarial software, including board portal and entity management software. Saga Values: Make it Happen, Do the Right Thing, Customer First, Excellence Every Day, Our People Make Us Special Package Description At Saga, we recognise that our people make us special. We believe our colleagues deserve rewards for the excellence they demonstrate every single day, that's why we have put together an amazing benefits package for all colleagues. BENEFITS AVAILABLE FOR THIS ROLE: • 25 days holiday + bank holidays, • Option to purchase additional leave - 5 extra days, • Pension scheme matched up to 10%, • Company performance related annual bonus - Up to 15%, • Car allowance 4,800 per annum, • Private medical insurance after 1 years service, • Life assurance policy on joining us, 4 x salary, • Wellbeing programme, • Colleague discounts including family discounts on cruises, holidays and insurance, • Range of reductions and offers from leading retailers, travel groups and entertainment companies, • Enhanced maternity and paternity leave, • Grandparents leave, • Income protection, • Access to Saga Academy, our bespoke learning platform About the Company Over the past 70 years we have become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic, recognised for its high quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance and the Saga Magazine.At Saga we are committed to treating all employees fairly and to offering equal opportunities in all aspects of employment and advancement. We value diversity not just because it is the right thing to do, but because diverse teams perform better.Fair consideration is given to applications from all applicants, including those with disabilities and those over who are over 50 as we are champions of age inclusivity. We are an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible and we will make reasonable adjustments as required. For more information on our DEI policies please visit our Saga Careers page.Saga does not accept agency CVs unless specifically engaged on the role by the Talent Acquisition Team. Please do not forward CVs to our recruiters, employees or any other company location. Saga will not be responsible for any fees related to CVs received in this unsolicited manner.Job Reference: saga/TP/ /3466

My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options...

You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualifications. It is one that has trained and developed over 30 advisers already who had no previous financial planning advice experience. Feel ready to become the adviser you know you can be?Click

Conduct detailed financial reviews and create bespoke financial plans. Experience advising clients across a range of financial planning areas. We are working with an established and growing Accountancy Practice with a strong wealth management team seeking an experienced Independent Financial Adviser

A wealth management company in Sheffield seeks a Financial Adviser to provide strategic advice on financial products, develop comprehensive financial plans, and cultivate client relationships.

They are seeking a dedicated and professional Independent Financial Adviser to provide expert financial guidance and planning services to a diverse client base. We have an exciting opportunity for a qualified Independent Financial Adviser to join a well-established financial planning firm in Guildfo

If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career. In this Financial Adviser Performance Coach role, you will work closely with Financi

Financial Divisions is seeking a Chartered Financial Advisor in Greater London to manage an established portfolio of UHNW clients. This unique opportunity allows you to deliver high-quality financial advice supported by a dedicated team, promoting collaboration and your personal brand. Candidates sh

Over an 18‑month period you will gain insights and experience with our operations and paraplanning teams, and complete a Level 4 Diploma in Regulated Financial Planning, preparing you for a seamless transition into a full‑time Financial Adviser role. You will work closely with operations and pa

Providing financial advice based on clients’ financial and protection needs. Eligible candidates will receive financial support, as well as a bonus upon completion of certain training modules (T&Cs apply). We are here to help you build your financial planning capabilities and equip you with the ri

Current or recent experience as a Financial Adviser or. This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. Established team of 7 advisers.

This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth.

A minimum 12 months’ financial services experience as a Financial Adviser.

Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity to specialise in divorce-focused financial planning, working with high-net-worth individuals navigating one of the most critical financial moments of their li

Mather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. As a Self-Employed Financial Adviser at Mather and Murray Financial you will have the opportunity to man

We are recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice. If you’re interested in building a long term career as a Financial Adviser with St. Excel in strategic planning and regulatory c

Advising on complex accounting matters, including share-based payments and financial instruments. Familiarity with valuations or financial modelling. Joining our Financial Reporting & Valuations (FRAV) team gives you the opportunity to work beyond the basics.

Competent Adviser Status (CAS) in your current role with experience providing complex regulated financial advice to UHNW clients. Join us as a Financial Planning Specialist - Adviser in Private Banking. This is a client-focused financial planning role within one of the UK's leading private banks, pr

Self-Employed Mortgage Adviser. Capricorn Financial is London s highest-performing mortgage brokerage, trusted by FTSE 100 developers and premium estate agents. We provide qualified leads, in-house support, and elite training to help ambitious advisers scale fast.

Assist the Senior Financial Planner in delivering tailored holistic financial planning solutions to clients by gathering and analysing information to identify needs and provide appropriate recommendations. Attain and maintain competent status as defined by the Financial Conduct Authority (FCA) and h

This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. Working towards a Level 4 Qualification in Financial Advic

A Financial Advisory Firm based in Sheffield seeks an experienced Professional Financial Adviser to provide expert advice on pensions, investments, and tax planning.

Chase de Vere seeks recent graduates for its Graduate Programme in Greater London, aimed at developing Financial Advisers. The 18-month program combines practical training with a Level 4 Diploma in Regulated Financial Planning, preparing candidates for their future roles.

Assist the Senior Financial Planner in delivering tailored holistic financial planning solutions to clients by gathering and analysing information to identify needs and provide appropriate recommendations. Initially focused on supporting the Senior Financial Planner with client coordination and advi

Financial Divisions in Greater London is seeking an experienced Financial Adviser to build and manage long-term relationships with high-net-worth clients. Candidates should have a Level 4 Diploma in Regulated Financial Planning and 3-4+ years of relevant experience.

A reputable financial advisory firm in London is looking for a Financial Adviser to join their team. The ideal candidate should have at least 3 years of experience, hold a Level 4 Diploma in Financial Planning, and be driven to deliver high-quality financial advice.

A fast growing financial advisory startup in the UK is seeking forward-thinking Partners (Financial Advisers) to transform client relationships. Ideal candidates will have a Level 4 diploma in financial advice, at least 2 years of relevant experience, and a mindset geared toward entrepreneurship and

Financial Divisions in London is seeking a Financial Adviser to take over from the Managing Director in a boutique wealth management firm. Applicants should have 3–4 years’ experience as a Financial Adviser and a Level 4 Diploma in Regulated Financial Planning.

Experienced Advisers or Elite Sales Professionals. Capricorn Financial is one of London’s highest-performing mortgage brokerages, trusted by premium estate agencies, leading developers and high-net-worth clients across the UK and internationally. Advisers who join Capricorn don’t start from scra

Knowledge of financial products, protection policies, and experience in financial consulting or advisory. Proven analytical and research skills for identifying client needs and assessing financial risks. Knowledge of financial regulations and compliance standards in the United Kingdom is an advantag

As a Financial Adviser, you will work with individuals, families and businesses to help them plan for a financially secure future. Experienced Professionals – Financial Adviser Career Pathway. James’s Place Financial Adviser Academy.

A financial planning firm is looking for an Independent Financial Adviser to provide tailored financial solutions to clients. Candidates should hold a Level 4 Diploma in Financial Planning and possess strong communication skills. The successful Adviser will maintain client relationships, comply with

Elevate Your Legacy as a Financial Adviser – Join a Trailblazing, Tech-Powered Firm in London and Secure Your Future Today!. Are you ready to break away from outdated wealth management and embrace a transformative opportunity that redefines success? An authoritative industry leader renowned for in

Apply today and start your journey toward a fulfilling new career as a financial adviser. Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!. This includes tools, mentoring, and business support to prepare you for meeting n

Level 6 / Chartered Financial Planner status (desirable)Proven background as a Financial Adviser or Wealth Planner, ideally within personal injury, medical negligence, or court of protection work. We are looking for an experienced and empathetic Specialist Financial Adviser to join our growing team

This fully supported career transition programme aims to train new financial advisers, offering extensive training and mentoring support. A financial training program in the UK is seeking motivated individuals for its Academy.

Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. We're currently recruiting for forward thinking Partners (Financial Advisers), who are frustrated with the st

Paraplanner with clear pathway to Financial Adviser. Supporting Advisers in building tailored financial plans. Opportunity to work alongside a highly experienced Adviser.

This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. Experience within a wealth management / financial planning environment. Exposure to high‑quality clients and experienced advisers.

Minimum 3 years’ experience as a Financial Adviser/Wealth Adviser. Are you an experienced Financial Adviser looking to accelerate your career in a high‑performance, high‑support environment? This is your opportunity to do more and earn more. Stay ahead of financial trends to ensure your client

A respected financial advisory firm in Greater London is seeking an Experienced Financial Adviser to manage and grow an existing client bank. Experience in financial advising and strong relationship-building skills are essential.