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At Data Intellect it has never been just about data or technology, they are our tools. It’s about human intellect, collaboration and providing solutions for the most complex of challenges. We do this by living the [DI] code: We are Problem Solvers who are Humble, possess a Can-do Attitude with a focus on Togetherness. “We are not big on egos, but we’re not for the faint-hearted either” – Steve Turner, CEO We are hiring for developers for our growing Market Abuse Surveillance practice. What you’ll be doing: • Working with business users to define requirements for new application functionality, • Developing, testing, supporting and maintaining all code for client applications, • Assisting the Project Manager with all aspects of project delivery, • Working as part of a team to deliver projects on time and on budget, • Analysing data and creating reports for clients to present findings, • Mentorship and training of junior developers Experience and skills required: • Minimum 3+ years kdb+ development experience, • Knowledge and experience in KX Surveillance, or of technical solution development in a surveillance, context is highly advantageous, • Ability to learn new programming languages and financial concepts quickly - logical thinkers and problem solvers wanted, • Familiarity with Software Development Methodologies, • Good knowledge of the Systems Development Life Cycle, • Detail-orientated, results driven and in possession of a can-do attitude, • Capable of working both independently and within a team, • Excellent client facing skills, • Minimum 2:1 degree in Mathematics, Physics, Computer Science or any other scientific/engineering discipline Experience and skills desired*: *But don’t rule yourself out if you haven’t had the opportunity to develop these skills yet • Knowledge of Trade Surveillance technology and Market Abuse regulations in one or more jurisdictions, • Experience of other programming languages, e.g. Python, • KX Surveillance deployment and enhancement, • Experience with application of AI and Machine Learning, • Cloud development experience, • Experience of other data solutions, specifically Time Series Experience in an investment bank or large financial organisation, • People management experience, • Technical lead of project or sub-team What we offer: • Flexible working – we offer hybrid working so our people can achieve that elusive work/life balance., • Professional development – we offer extensive training, ranging from leadership to specific technical skills., • Progression opportunities - we run a biannual promotion process. Monthly 121s with your People Leader provides support to guide you and your career in the right direction., • International travel opportunities – we offer the opportunity to work internationally, with teams in Belfast, London, New York, Hong Kong & Singapore, • Healthcare cover – provider is dependent on region, UK is provided by Benenden Health, including 24/7 GP Service & Mental Health Helpline to give you peace of mind when it comes to your health, • Generous referral scheme – we love to see referrals and referring a friend means cash for you!, • Regular social events, prizes and giveaways – our talented social committee work hard all year round to provide exciting events across all regions to promote our value of togetherness A little background on DI Simply put – we turn big data problems into smart data solutions At our core, Data Intellect is a data and technology consultancy firm. Our key area of expertise is financial and capital markets technology solutions. However, the utility of these solutions allow us to apply fintech data expertise to other industries such as smart energy and healthcare. This proprietary offering is complemented by a wealth of experience in data engineering, electronic trading systems, data capture applications, regulatory and compliance systems and middle and back-office enterprise web solutions. Fair employment and equal opportunities Data Intellect is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Accommodations are available on request throughout the assessment and selection process. Welcome to Data Intellect. #ChallengeAccepted

Independent Financial Adviser (IFA) – Remote, Hybrid or Office-Based Build a Better Future – Flexible, Fully Supported Financial Adviser Role with Lead Generation Included A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work. Location: Leamington Spa & West Midlands Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support Sector: Financial Services | Wealth Management | Financial Advice As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly. Why This Role Stands Out: • Remote Financial Adviser role with flexible office access if preferred, • High-quality leads provided – warm leads through digital marketing and referrals, • Full paraplanning and administrative support – spend more time advising, less time on admin, • Technology-driven advice process – using XPlan CRM and Microsoft Teams, • Ongoing CPD and compliance support – stay ahead with professional development, • Marketing support – including branded digital assets and consultative planning Key Responsibilities: • Deliver regulated financial advice across pensions, investments, protection, and retirement planning, • Work with a mixed client bank and actively grow your client portfolio through warm leads and networking, • Build long-term client relationships using a structured Six-Stage Advice Process, • Conduct remote or face-to-face financial planning meetings with individual and corporate clients, • Stay informed on financial legislation, market trends, and tax planning opportunities, • Create tailored financial reports with assistance from the in-house paraplanning team, • Comply with FCA regulations and maintain accurate client and performance records What You’ll Need: • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), • FCA-authorised and approved as a CF30 adviser (or eligible), • A client-centric approach with strong interpersonal and presentation skills, • Experience as a Financial Adviser or Wealth Manager in a regulated environment, • Confident using virtual platforms (e.g. Microsoft Teams) and CRM systems like XPlan, • Self-motivated, organised, and driven to develop your client bank This Role Suits: • An experienced IFA looking to reduce admin and focus on client outcomes, • A self-employed Financial Adviser seeking better support and lead flow, • A Financial Planner who values autonomy with professional infrastructure, • A relationship-led adviser aiming to grow a wealth management client base Ready to take your Financial Planning career to the next level – with the freedom and support to match? Apply now and start building your future with a firm that truly backs its Advisers.

We are delighted to present an outstanding opportunity for qualified self-employed Financial Advisors in the North West to join a highly successful and fully independent financial planning firm. Our client offers whole-of-market advice across a wide range of services, including wealth management, mortgages, commercial finance, employee benefits, and protection. This firm is known for its strong infrastructure, offering excellent support through its admin and marketing team. It’s an ideal opportunity for advisors seeking to keep the freedom of self-employment while being part of a collaborative, forward-thinking organisation. This is a home-based role with the flexibility to work from offices located across the UK. Salary package on offer for the role of Financial Advisor: • £100,000 – £200,000 OTE (based on lead conversion and self-generated business), • Admin/ Paraplanning support, • Access to their Office, • Marketing team providing leads Financial Advisor requirements: • Diploma-qualified (Level 4 or equivalent in financial advice), • Full UK driving licence, • Existing client bank (additional leads also provided), • Self-Sufficient, • Ethical and client-focused mindset, • Strong interpersonal and communication skills Key responsibilities of the Financial Advisor: • Delivering holistic financial advice tailored to individual client needs, • Building and maintaining long-term, trusted client relationships, • Promoting a wide range of financial products and services, • Managing and growing your client portfolio with full back-office and compliance support

From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. We’re working with a respected, FCA-regulated Wealth Management firm that’s actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there’s no pressure for cold business development — just a genuine focus on delivering high-quality, ethical advice. Salary & Benefits: Base salary is up to £45,000 + Bonus • No cold calling: You’ll be working with existing clients and inbound leads, • Mentoring by experienced advisers and structured training programme, • Full support for Chartered exams and CPD The Opportunity • This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly — with guidance, mentoring, and warm clients to work with. You’ll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads., • You’ll have full access to the firm’s paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner. Your Role • Support advisers in meetings and advice preparation, • Start managing relationships with existing clients, ensuring continuity and care, • Follow up on warm inbound leads and new client referrals, • Build your own client base over time with full marketing and BD support, • Stay up to date on regulations, tax planning, and investment trends, • Deliver compliant, holistic financial advice with full back-office support About You • Level 4 Diploma in Financial Planning (essential), • Strong interpersonal and communication skills, • Eagerness to move into a client-facing role, • Passion for delivering ethical, long-term financial planning Why This Firm? You’ll work with warm clients, inbound leads, and no pressure to “sell” — just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.

HNW Investment Director £60,000 + Comms + BUPA + Dental + Pension (14%) Remote Do you have a Level 4 Qualification in Financial Advising? Do you hate the report writing, para planning, after care and lead flow aspects of your role? Would you rather just close business and make money? This US Asset Management company has over £200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach. This role will involve meeting with potential clients, winning business over & providing financial advice. You will be responsible for contacting provided leads and conducting initial meetings, this will require providing financial advice for clients and generating strong rapport. You will have autonomy to work your desk how you see fit with extensive support provided for 1st 2-4 months. This role would suit somebody with direct sales experience within private wealth management OR investments looking for an opportunity to drop all administrative tasks and just sell, sell, sell. THE ROLE: • You will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments., • You will meet with prospective clients with the goal of gathering new clients and assets for our firm. THE PERSON: • Quantifiable individual sales success with stock market investors, • RDR level 4 qualification, • Success selling to high net worth individuals Reference number: BBBH17426ABC Keywords: Business Development Manager, Sales Manager, Sales, Client Liaison, Private, Financial, Asset, Wealth, Management, Selling, Direct, Sale, Private If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Our investment management client works in partnership with financial advisers and wealth managers delivering investment solutions and tax-efficient products for their clients. As a growing business, the sales team is pivotal to winning and retaining business therefore the team is known for providing excellent service providing product expertise and acting as brand ambassadors. As a key member, you will be promoting MPS propositions to intermediary clients based across the UK increasing brand awareness to develop both new clients and asset under management. As an Business Development Associate you will be able to demonstrate that you're highly motivated, articulate and enjoy developing strong B2B relationships. Primary Job Functions • Engaging financial advisers to build, maintain and develop relationships, • Outbound telephone calls to maintain relationships or schedule meetings, • Building and developing new relationships with prospective advisory / investment firms, • Becoming a key point of contact for all financial advisers across the region, • Providing an exceptional level of client service, • Implementing new sales and marketing campaigns for the region, • Helping educate financial advisers to enable them to solve their clients’ needs, • Enhance and develop existing relationships to increase business levels, • Proactively follow-up client meetings, • Provide all required support to financial advisers, • Maintain up-to-date records on the CRM system, • Constantly seeking new opportunities to develop the business, • Work collaboratively with fellow BDMs., • Share best practice and contribute feedback to help with continuous improvement, • Attend and support adviser and industry conferences and other events, as required, • Ensure a good flow of information between colleagues and teams, • Constantly improve product and industry knowledge Specific Requirements • Exceptional sales skills, • Strong and flexible work ethic, • High quality interpersonal skills, • Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom), • High quality well-written communications, • Attention to detail, • Highly organised and able to work alone efficiently and effectively

About MoneyboxMoneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point. Job BriefWe are looking for a Lead QA engineer to join our team, who enjoys working in a fast-paced environment. You will be working with a high calibre team to continuously develop new products/features. • This is a hands-on role and as a senior member of the QA team, you’ll help ensure the quality of Moneybox products, reporting into the Senior QA lead., • Seamlessly deliver numerous large and complex projects, acting as the sole QA on a squad, managing competing workstreams through strong prioritisation and time management., • Drive a "quality is everyone's responsibility" philosophy, influencing team members to prioritise collective success., • Collaborate with stakeholders to define testing and release strategies that effectively balance risk, speed, and quality., • Run engaging, cross-functional team meetings (e.g. amigos, retrospectives, go/no-go) that promote positive outcomes and actions., • Apply a risk-based approach to QA activities, focusing on high-value areas rather than testing for the sake of testing, leveraging AI tooling to support activities., • Identify and communicate issues, dependencies, and solutions to the squad and senior management, ensuring strong coordination and prioritisation., • Assess features for test automation suitability, collaborating with engineers on various test types and contributing to end-to-end automation., • Own QA metrics, perform root cause analysis, and champion continuous improvement in ways of working, processes, and tooling., • Proactively support team members through mentoring, coaching, and management to foster their career growth., • Be a visible leader and role model within the QA team, actively supporting departmental operations and promoting learning and sharing across the QA function., • Represent Moneybox externally in the tech community, bringing fresh new ideas back to the team., • You're enthusiastic about working in a fast-growing Fintech and dedicated to making a positive impact on personal wealth, with a strong interest in technology and QA developments., • You possess an excellent understanding of testing techniques and can effectively coach and mentor your team on their application., • You're comfortable in multi-disciplinary teams, working closely with developers, and demonstrate strong analytical, critical thinking, and problem-solving skills., • You have proven experience in designing and implementing comprehensive test plans and automation frameworks., • You exhibit strong organisational skills, meticulous attention to detail, and a pragmatic approach to bug reporting, understanding risk, impact, and dependencies., • At least 7 years of broad QA experience, with a number of years in a lead QA role, including a proven track record of mentoring and coaching., • Extensive backend system testing skills and understanding of programming languages, and API architectures., • Deep understanding of Mobile app, web, API, and database testing technologies and frameworks., • Experience with various automated testing techniques and a solid background in test data design and implementation strategies., • Proven ability to work effectively with senior leadership to build strong relationships and drive continuous improvement., • Opportunity to join a fast-growing, award-winning and super ambitious business., • Work with a friendly team of highly motivated individuals., • Be in an environment where you are listened to and can actually have an impact., • Thriving collaborative and inclusive company culture., • Competitive remuneration package., • Company shares, • Company pension scheme, • Hybrid working environment, • Home office furniture allowance, • Personal Annual Learning and Development budget, • Private Medical Insurance, • Health Cash Plan (cashback on visits to the dentist & opticians etc), • Cycle to work scheme, • Gympass subscription to a variety of gyms and wellbeing apps, • Enhanced parental pay & leave, • 25 days holiday + bank holidays with additional days added with length of service.Our Commitment to DE&I At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential. Visa Sponsorship:At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications. Working Policy:We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.

📍London/Cardiff/UK Remote | 💰£89,000 - £120,000 DOE + _ FYI This is a 12 month FTC role. The Monzo research team wants to change the game when it comes to finding what we already know, proactively surfacing what we should know, and detecting emerging themes we ought to explore.We’re looking for a strategic knowledge manager who can work with us to strengthen our knowledge building muscle as Monzo continues to expand. ⭐Our research team... The Monzo research team is currently made up of around 30 User Researchers, who spend most of their time embedded in multi-discipline teams focusing on different areas, like Wealth products, or Borrowing products. We also have a growing research leadership team. You’ll work closely with our Research Operations Lead to futureproof the impact Monzo’s research has on product development and overall company direction as we scale. While the tooling and technical data management aspects of this project are key, the scope extends into the cultural and community aspects of enabling all of Monzo to get more out of our existing insights and data. 🔑You’ll play a key role by… • Evaluating our research knowledge estate thoroughly (from the raw data, qual and quant, to reports and literature reviews) including relevant tooling and repositories, and how research is used across the organisation, • Identifying an operating model for research knowledge management at Monzo that will scale and meet identified user needs, • Creating the conditions for this model to be successful now and in future (scaling across markets, as well as growth and future needs), • Defining how the data should be structured and catalogued to make it reusable and referenceable (including but not limited to metadata, taxonomies, etc), • Defining a plan to update existing data, • Identifying and setting up tooling and/or integrations as needed, • Defining the rituals and cadences for building shared understanding, • Implementing the knowledge management operating model - launching and supporting, training all users, iterating based on initial feedback, • Futureproofing - setting up required rituals and checks for maintenance and updates, • Handing the system over to the research team - identifying and empowering champion users to not only maintain the system but also to use it to promote research insights, make connections, and engage with stakeholders to surface relevant research - an amplifier role that becomes especially critical in planning cycles 🤩 We’d love to hear from you if… • You’re familiar with / have worked with user research or market research teams, and existing research repository structures and tooling, • You’ve worked as an archivist, librarian, knowledge manager, content designer or information architect - you’re adept at managing unstructured data, making sense of any mess, • You’ve got demonstrable experience in automating knowledge workflows, integrating data streams, • Experienced with leveraging LLMs and generative AI in structuring and surfacing knowledge, • Excellent analytical and communication skills, • Experienced in delivering transformation Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating a diverse and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply— even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! 🙌 What’s in it for you... 💰 £89,000 - £120,000 + _ 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London) ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. 📚 £1,000 learning budget each year to use on books, training courses and conferences. 🏡 We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. 🌈 The application journey has 3 key steps... • An introduction call with our recruiter Natalie (30 mins), • A technical ‘craft’ presentation and interview (60 mins), • A teamwork and impact interview (45 mins) #LI-NH1

.NET Developer - Maidstone, Kent (Tech stack: .NET Developer, .NET 9, C#, ASP.NET, C#, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, Web API 2, Agile, Azure SQL, Programmer, Full Stack Engineer, Architect, .NET Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core / ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework, Node.js, Elasticsearch, Agile, TDD, BDD, Scrum, Kanban and MongoDB. This is your opportunity to be part of a new, technically challenging project and to be involved in the creation of a new application from scratch. FinTech is booming and our client are fast becoming a leader of this market! All .NET Developer positions come with the following benefits: • Shares in the company., • Pension scheme (8%)., • Bupa private healthcare., • 3 hours 'free time' each week to investigate new technologies., • An annual training allowance of £4.5k., • 27 days holiday (excluding Bank Holidays) plus your birthday off., • Flexible working hours., • Work from home., • Pizza and beer Fridays., • Access to free yoga classes which take place over lunch or after work in their fitness studio. Location: Maidstone, Kent, UK / Remote Working Salary: £45,000 - £65,000 + Bonus + Pension + Benefits Applicants must be based in the UK and have the right to work in the UK even though remote working is available. Noir continues to be the leading Microsoft recruitment agency; we can help you make the right career decisions! NOIRUKNETREC NOIRUKREC

.NET Developer - Tunbridge Wells, Kent (Tech stack: .NET Developer, .NET 9, C#, ASP.NET, C#, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, Web API 2, Agile, Azure SQL, Programmer, Full Stack Engineer, Architect, .NET Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core / ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework, Node.js, Elasticsearch, Agile, TDD, BDD, Scrum, Kanban and MongoDB. This is your opportunity to be part of a new, technically challenging project and to be involved in the creation of a new application from scratch. FinTech is booming and our client are fast becoming a leader of this market! All .NET Developer positions come with the following benefits: • Shares in the company., • Pension scheme (8%)., • Bupa private healthcare., • 3 hours 'free time' each week to investigate new technologies., • An annual training allowance of £4.5k., • 27 days holiday (excluding Bank Holidays) plus your birthday off., • Flexible working hours., • Work from home., • Pizza and beer Fridays., • Access to free yoga classes which take place over lunch or after work in their fitness studio. Location: Tunbridge Wells, Kent, UK / Remote Working Salary: £35,000 - £50,000 + Bonus + Pension + Benefits Applicants must be based in the UK and have the right to work in the UK even though remote working is available. Noir continues to be the leading Microsoft recruitment agency; we can help you make the right career decisions! NOIRUKNETREC NOIRUKREC

The team User Research team is led by Katherine Vaughan who is Director of User Research. Our research team at Monzo is currently made up of around 20 User Researchers, who spend most of their time embedded in multi-discipline teams focusing on different areas, like Wealth products, Borrowing produc

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. To provide full administrative support to Financial Planners and Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Some of your responsibilities will be to: • To work closely with the aligned Financial Planners and Investment Managers to deliver excellent client outcomes., • To build relationships with clients and maintain regular contact., • Maintain back-office systems and client records in line with the company policies., • Request policy information from third party policy providers if applicable., • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable., • Preparation of meeting packs and valuations (as required) To be successful in this role, you should have: • Proven experience working within wealth management- ideally 2 to 5 years' experience., • Experience of supporting Senior Management/ Financial Advisors/ Investment Managers, • Experience of providing end to end support, • A strong ethic of client service., • Ability to work under pressure and to prioritise work., • Excellent communication skills both written and verbal, influencing and organisational skills. As a colleague here at Evelyn Partners, you will have access to benefits that include: • Competitive salary, • Private medical insurance, • Life assurance, • Pension contribution, • Hybrid working model (role dependant), • Generous holiday package, • Option to purchase additional holiday, • Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo. Why Join This Wealth Management Firm? Remote-first flexibility with access to office space if preferred End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance A client-first advice proposition grounded in integrity and trust Consultative marketing and lead generation to support new business development A collaborative culture with continuous learning and development opportunities Cutting-edge tech including the XPlan POS system to streamline advice delivery Role Overview – Employed Independent Financial Adviser In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained. Key Responsibilities Deliver holistic financial planning using the Six-Stage Advice Process Regularly review clients’ circumstances and adapt plans accordingly Stay up to date with financial products, legislation, and market trends Develop new client relationships through referrals, business planning, and marketing initiatives Build strong connections with introducers and centres of influence Conduct thorough fact-finding and prepare compliant, bespoke financial reports Maintain accurate and timely management information What You'll Need to Succeed Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA Active CF30 status or the ability to obtain it A demonstrable client-centric approach and commitment to doing the right thing Strong interpersonal skills and professional communication Confidence in using technology and delivering advice in both digital and face-to-face settings Experience in growing and managing a client bank Package & Benefits Competitive employed salary structure Performance-based bonus and incentives Full Paraplanning, Admin, and Compliance support Access to a trusted investment platform with cost-effective solutions Ongoing CPD, training, and career progression opportunities Marketing and business development support to grow your client base

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. L&G Retail supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products. We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas. Joining us means helping create brighter financial futures for all our customers. We are seeking a skilled RPA Developer to join our dynamic team. In this role, you will be responsible for the design, development, maintenance, and support of Robotic Process Automations (RPA) using Blue Prism, as well as solutions built with Visual Basic for Applications (VBA), across our DC Operations. The ideal candidate will bring a creative and pragmatic approach to problem-solving, identifying opportunities to streamline manual processes through automation. You will play a key role in driving operational efficiency while ensuring robust change control practices are followed and measurable benefits are consistently tracked. What you'll be doing: • Ensuring the ongoing performance and reliability of RPA solutions and VBA applications across DC Operations. Promptly resolving issues, conduct root cause analysis, and maintain comprehensive documentation in line with established standards, • Creating and deploying robust RPA solutions and VBA that align with best practices. Leveraging technical expertise to develop innovative, value-driven automation that reduces manual processing where a strong return on investment can be demonstrated, • Working closely with non-technical stakeholders to define and assess business requirements. Ensuring mutual understanding of deliverables and incorporate all value-adding elements into the final solution, • Defining, following, and continuously improving development lifecycles to ensure requirements are well-documented, agreed upon, and delivered effectively, • Managing automation projects from inception to completion. Influencing and engaging senior stakeholders to secure buy-in and ensure alignment with strategic goals and resource optimisation, • Identifying opportunities to enhance operational efficiency through data analysis and insight. Designing and implementing tools that proactively support business needs and drive performance improvements, • Providing technical support for key Management Information (MI) and work management systems. Safeguarding data integrity and develop enhancements that enable accurate, efficient information retrieval and reporting, • Offering expert guidance and mentorship in programming, testing, and automation practices. Fostering knowledge sharing and support the development of team capabilities Who we're looking for: • Knowledge of past and present products, and the purpose of the products. In addition ensure that knowledge is acquired and maintained on new product propositions., • Advanced knowledge of appropriate systems utilised across DC Savings (FPF etc), • Expert understanding of SQL (Transact & DB2) to build efficient, complex queries & Database Applications., • Extensive Expert knowledge of Robotic Process Automation and Visual Basic for Applications (VBA) so that Applications can be built and supported to best practice standards., • Ability to support defect/ issue analysis, data investigations and business acceptance testing, • Excellent numeric aptitude, having a strong analytical and problem solving ability, • Ability to recognise and define complex patterns and relationships in data held in MI systems and databases, • Ability to model and document detailed application requirements, translating technical specifications into programmed applications, • Ability to functionally test developed applications to ensure performance against technical specifications Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes, • Generous pension contribution, • Life assurance, • Healthcare Plan (permanent employees only), • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday, • Competitive family leave, • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only), • There are the many discounts we offer – both for our own products and at a range of high street stores and online, • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ London/Cardiff/UK Remote | 💰circa £100,000 + | ✨ 🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ ⭐Our Legal team We're looking for a Senior Legal Counsel - Insurance to join our team at Monzo and help us build one of the best, most innovative banks in the world. This role will be the lead lawyer for our new, and growing, insurance distribution business. This role will report to the Head of Legal for Wealth Products, and is part of the Monzo Bank Legal team in the Legal & Board Governance Collective at Monzo. In this role, you’ll work closely with the Insurance Squad to build and deliver Monzo’s insurance products, and support the team in making insurance accessible for everyone. You’ll work at all levels in the organisation and with a wide-range of stakeholders from Product Managers and Designers, to Operations professionals and Software Engineers, and Risk and Compliance. You will be the ‘go to’ for all things legal and regulatory, and an important part of a team trying to change the insurance market for the better. 🔑You’ll play a key role by... • Being a trusted adviser and partner to the Insurance team, helping them build beautiful products and create effective customer-journeys in the Monzo app whilst meeting our regulatory requirements., • Advising on the development of our insurance offering, including expanding the range of insurances we offer, and integrating services into the Monzo app., • Supporting the Insurance team in managing third parties involved in our insurance offering (e.g. underwriters and third-party administrators)., • Equipping the team to deal with developments in the regulatory landscape for insurance, working closely with Compliance colleagues on all things regulatory., • Working with Risk and Control closely to help the team identify and manage legal and regulatory risks relating to the insurance business, • Prioritising thoughtfully to continuously operate with the highest impact., • Developing and implementing processes and procedures to increase the efficiency and scalability of insurance legal advice across the Monzo Group., • Delivering training, sharing insights from your work, and helping educate others on insurance., • Managing relationships with our external legal counsel and ensuring we are optimising our legal spend on insurance matters. 🤩 We’d love to hear from you if… • You have experience advising on general insurance and/or life insurance, and a solid grounding in direct-to-customer distribution with a minimum of around 5 years relevant post qualification experience (or equivalent)., • You have outstanding technical skills and strong knowledge of regulatory and commercial issues in general insurance and insurance distribution, preferably having spent time both in private practice and in house at a financial institution or fintech., • You are a team player and natural collaborator who is passionate about effecting change whilst being goals-focussed and impact-driven., • You are a strategic thinker, a strong communicator and a keen problem solver who knows how to assess risk and recommend solutions that balance business and risk perspectives, • You are willing to jump in and handle a wide range of legal issues, even outside your core areas of expertise in a proactive, and resourceful way, and can sensibly assess when best to engage external counsel in a cost-effective way, • You are comfortable operating at all levels of the organisation up to the Executive and liaising with a variety of internal and external stakeholders, • You welcome diverse perspectives, think rigorously and critically and aren’t afraid to challenge assumptions, • You’ve an open and curious mind, you are passionate about the intersection of banking and technology, and what we are doing here at Monzo excites you! Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating an inclusive and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! PQE is a guide only. 🌈 The interview journey has 3 key steps • Recruiter call (potentially followed by an initial call with the Head of Legal, Wealth Products), • Role specific interview, • Values interview You may also be asked to meet with key members of the Insurance and Legal teams after these stages for a ‘coffee chat’. Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on business-hiring@monzo.com. Your compensation package: 💰 c.£100,000 + base salary (subject to experience)➕ stock options ✅ We can sponsor visas 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London). ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team 📚Learning budget of £1,000 a year for books, training courses and conferences ➕And much more, see our full list of benefits _ #LI-DH1 #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. L&G Retail supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products. We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas. Joining us means helping create brighter financial futures for all our customers. We are seeking a skilled RPA Developer to join our dynamic team. In this role, you will be responsible for the design, development, maintenance, and support of Robotic Process Automations (RPA) using Blue Prism, as well as solutions built with Visual Basic for Applications (VBA), across our DC Operations. The ideal candidate will bring a creative and pragmatic approach to problem-solving, identifying opportunities to streamline manual processes through automation. You will play a key role in driving operational efficiency while ensuring robust change control practices are followed and measurable benefits are consistently tracked. What you'll be doing: • Ensuring the ongoing performance and reliability of RPA solutions and VBA applications across DC Operations. Promptly resolving issues, conduct root cause analysis, and maintain comprehensive documentation in line with established standards, • Creating and deploying robust RPA solutions and VBA that align with best practices. Leveraging technical expertise to develop innovative, value-driven automation that reduces manual processing where a strong return on investment can be demonstrated, • Working closely with non-technical stakeholders to define and assess business requirements. Ensuring mutual understanding of deliverables and incorporate all value-adding elements into the final solution, • Defining, following, and continuously improving development lifecycles to ensure requirements are well-documented, agreed upon, and delivered effectively, • Managing automation projects from inception to completion. Influencing and engaging senior stakeholders to secure buy-in and ensure alignment with strategic goals and resource optimisation, • Identifying opportunities to enhance operational efficiency through data analysis and insight. Designing and implementing tools that proactively support business needs and drive performance improvements, • Providing technical support for key Management Information (MI) and work management systems. Safeguarding data integrity and develop enhancements that enable accurate, efficient information retrieval and reporting, • Offering expert guidance and mentorship in programming, testing, and automation practices. Fostering knowledge sharing and support the development of team capabilities Who we're looking for: • Knowledge of past and present products, and the purpose of the products. In addition ensure that knowledge is acquired and maintained on new product propositions., • Advanced knowledge of appropriate systems utilised across DC Savings (FPF etc), • Expert understanding of SQL (Transact & DB2) to build efficient, complex queries & Database Applications., • Extensive Expert knowledge of Robotic Process Automation and Visual Basic for Applications (VBA) so that Applications can be built and supported to best practice standards., • Ability to support defect/ issue analysis, data investigations and business acceptance testing, • Excellent numeric aptitude, having a strong analytical and problem solving ability, • Ability to recognise and define complex patterns and relationships in data held in MI systems and databases, • Ability to model and document detailed application requirements, translating technical specifications into programmed applications, • Ability to functionally test developed applications to ensure performance against technical specifications Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes, • Generous pension contribution, • Life assurance, • Healthcare Plan (permanent employees only), • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday, • Competitive family leave, • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only), • There are the many discounts we offer – both for our own products and at a range of high street stores and online, • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! As a GP Compliance Expert, you are the owner of payroll compliance for your country or region. You hold deep expertise in local legislation and apply it across everything from audits to product design. You’ll translate complex rules into scalable processes, systems, and documentation — ensuring Remote continuously meets (and anticipates) regulatory standards. You will work closely with Product, Engineering, Design, Operations, and Legal to embed compliance into the foundations of our global payroll platform. You’ll lead investigations and incident resolution, drive continuous improvement, and mentor teams to raise compliance capability across the organisation. This role blends subject-matter expertise with strategic systems thinking — making you a key architect in how Remote builds compliant, automated global payroll at scale. • Deep expertise in payroll, employment compliance for your country/region — and a strong understanding of how legislation translates into payroll calculations and system logic., • Proven record leading audits, regulatory reviews, or country-level compliance programs., • Experience partnering with technical teams to convert statutory rules into product requirements., • Strong communicator capable of influencing stakeholders across Product, Engineering, Legal, Support, and Senior Leadership., • Confident investigator with sound judgment in high-risk or sensitive scenarios., • Mentor and coach who grows the capability of the team around you., • Systems thinker who designs frameworks, documentation, processes, and controls that scale., • Comfortable operating in an async, fast-changing, fully remote environment., • Be the accountable expert for payroll compliance in your jurisdiction(s)., • Ensure local requirements are correctly interpreted, documented, and implemented across processes, systems, and customer workflows., • Translate statutory rules, payroll logic, tax calculations, thresholds, and edge cases into structured requirements for Product and Engineering., • Partner with Product Design to create user experiences that are compliant, intuitive, and auditable., • Review specifications, test logic, and validate product outputs to ensure legislative accuracy., • Own and deliver multi-country or high-risk audits from planning through remediation., • Establish audit frameworks that scale across new and existing jurisdictions., • Identify root causes and drive systemic improvements., • Serve as the primary escalation point for compliance issues in your region, supporting Incident Managers to resolve incidents swiftly and effectively., • Partner cross-functionally to resolve incidents quickly and implement permanent corrective and preventative actions., • Create clear, scalable, and documented processes for payroll compliance operations., • Develop controls, SOPs, and monitoring mechanisms to ensure ongoing adherence., • Align global policies with regional requirements and drive consistency across markets., • Build training materials, guidance, and rules documentation to upskill internal teams., • Deliver quarterly enablement, lead learning sessions, and coach Specialists and Leads., • Maintain high-quality documentation for compliance rules, workflows, and system logic., • Partner with Product, Engineering, Legal, Support, and Customer Success to ensure compliance is embedded into decision-making., • Achieve ≥90% stakeholder satisfaction by being responsive, proactive, and solutions-oriented., • Support go-to-market, customer escalations and expansion initiatives with clear compliance guidance., • You'll report to: Manager, Payroll Strategy and Compliance, • Team: Payroll Strategy and Compliance, • Location: For this position we welcome everyone to apply, but we will prioritize applications from the following locations as we encourage our teams to diversify; United Kingdom, Ireland, • Start date: As soon as possible, • Interview with recruiter, • Technical Assessment, • Interview with future manager, • Interview with Director, • Bar Raiser Interview, • _ Remote's _ is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally. Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards & People Enablement team on a case by case basis. The annual salary range for this full-time position is $62,400 - $140,000 USD Our full benefits & perks are explained in our handbook at _. As a global company, each country works differently, but some benefits/perks are for all Remoters: • work from anywhere, • flexible paid time off, • flexible working hours (we are _), • 16 weeks paid parental leave, • mental health support services, • stock options, • learning budget, • home office budget & IT equipment, • budget for local in-person social events or co-working spaces We work async at Remote which means you can plan your schedule around your life (and not around meetings). Read more at _. You will be empowered to take ownership and be proactive. When in doubt you will default to action instead of waiting. Your life-work balance is important and you will be encouraged to put yourself and your family first, and fit work around your needs. If that sounds like something you want, apply now! • Please fill out the form below and upload your CV with a PDF format., • We kindly ask you to submit your application and CV in English, as this is the standardised language we use here at Remote., • If you don’t have an up to date CV but you are still interested in talking to us, please feel free to add a copy of your LinkedIn profile instead. Not only do we encourage folks from all ethnic groups, genders, sexuality, age, abilities, disability status and any other under-represented group to apply, but we prioritize a sense of belonging. We have 4 ERGs (Women, Disability, Queer, Minorities in Tech) who meet regularly with the People team. During your interviews and beyond, we ask & encourage anybody who needs an accommodation to request one from their recruiter. We will ask you to voluntarily tell us your pronouns at interview stage, and you will have the option to answer our anonymous demographic questionnaire when you apply below. As an equal employment opportunity employer it’s important to us that our workforce reflects people of all backgrounds, identities, and experiences and this data will help us to stay accountable. We thank you for providing this data, if you chose to. At Remote, we embrace AI as a valuable tool while prioritizing human creativity and authenticity. We look forward to meeting candidates who balance innovation with genuine expertise and experience. To learn more about Remote's AI guidelines check see _. Please note we accept applications on an ongoing basis.

Top reasons to work as a Self-Employed IFA for this client: • Salary Negotiable; Self-Employed, • Choose to work remotely or enjoy working from Mayfair office in London., • Join an established name in the financial services sector, which offers you full support., • Focus on your passion of being an IFA and let the compliance / admin be taken care of., • Opportunity would suit an IFA who wants to generate business and be independent., • Enjoy the flexibility that being self-employed brings you using the whole market., • Advise clients on personal pension, ISA, GIA, Bond investments & retirement., • Focus on long term trusted client relationships working with diverse portfolio of clients. Expected Qualifications, Skills & Experience: • Hold the Advanced Diploma in Financial Planning or ACII qualifications or equivalent., • Proven experience as a FCA Approved Wealth Manager., • Working knowledge of FCA and HMRC regulations., • Experienced working with high profile clients,, • Negotiation and presentation skills,, • Analytical and investment skills,, • Happy to hunt new business.

• DFM/MPS solutions sales, • Client contact, • Relationship Management Are you a driven sales professional with experience working with IFAs and Wealth Managers? Do you thrive in a fast-paced, office-based environment where your success is directly rewarded? We’re partnering with a highly reputable asset management firm seeking a Business Development Associate to join their expanding team. This is an exciting opportunity to play a key role in driving growth, developing client relationships, and making a real impact. What You'll Be Doing: • Become an expert in the company’s investment products and how they benefit financial advisers., • Proactively source and engage new clients through targeted outreach, calls, and meetings., • Manage and enhance the sales pipeline, ensuring the CRM is always up to date., • Work towards and exceed ambitious sales targets., • Collaborate closely with sales and marketing teams to optimize business development strategies., • Represent the company at roadshows and industry events, building your profile within the sector., • Deliver exceptional service, ensuring long-term client relationships and continued success. What We're Looking For:, • Proven experience working with IFAs, Wealth Managers, or Financial Advisers – either directly or in a sales capacity., • 2+ years in a sales or business development role, ideally within financial services., • Those currently in a Wealth Management setting will also be considered., • A results-driven mindset with a strong track record of meeting and exceeding targets., • Excellent relationship-building skills and the confidence to engage with senior decision-makers., • Strong time management, communication, and interpersonal skills. This is a fantastic opportunity to take your career to the next level in a high-energy, office-based sales environment. If you’re ambitious, proactive, and eager to succeed, we want to hear from you! Apply today and be part of a business that values talent, ambition, and results

Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! • Manage day-to-day payments operations workflow, serve as subject matter expert (SME) for country pay-out operational requirements on a global basis, supporting Sales and cross functional teams with banking or payment provider-related queries and issue resolution, • Own global payment execution, ensuring payments to employees and contractors are processed accurately and timely, • Own the research and resolution of payment reconciliation discrepancies on a daily basis, • Lead integration effort with banking partners and payment providers. Operationalize new payment method execution, • Serve as escalation point on complex payment issues and ascertain processes are in place to minimize the number of payment processing issues, • Drive process improvements and efficiency solutions including automation of daily operations workflow processes, • Develop tools/metrics and dashboards to track performance of payments metrics, • Collaborate across multiple teams including Payroll, Product, Engineering, Customer Success and Finance, • Keep abreast of the latest innovations in the Payments and Compliance space. Help identify new sources of data that can allow Remote to route payments globally using the most cost-effective method, • 5-6 years of global or regional payments experience, with focus on Operations, • Has successfully led bank integration projects via API or host-to-host connectivity, & implementation of automated payment files in ISO 20022 XML format, • Deep knowledge of banking regulations surrounding payment requirements across the globe, • Proven motivation and initiative to take ownership of project from discovery to resolution, set aggressive business goals, drive results, and meet tight deadlines, • Balance attention to detail with swift execution - we need to do things quickly, and we need to do them well. Balancing those can be challenging, and this should be a strength of yours, • Proven ability to autonomously resolve complex payment issues, • Proven ability to highlight outstanding organization skills & going above & beyond in execution which are critical to be successful in this role, • Exceptional ability to communicate and foster positive business relationships, • Ability to establish milestones and keep all team members on task, • Experience in a high-growth start-up or large multi-national preferred, • Writes and speaks fluent English, • It's not required to have experience working remotely, but considered a plus, • You'll report to: Director, Payments Operations, • Team: Operations, • Location: This is a location specific role, targeting United Kingdom, • Start date: As soon as possible Remote's _ is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally. The base salary range for this full-time position is $98,000 USD - $110,000 USD. Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards & People Enablement team on a case by case basis. • recruiter call, • team interview stage, • HM stage, • Assessment Exercise Async, • Exec interview, • Bar raiser, • Offer call, • _ #LI-DNP Remote's _ is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally. Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards & People Enablement team on a case by case basis. The annual salary range for this full-time position is $98,000 - $110,000 USD Our full benefits & perks are explained in our handbook at _. As a global company, each country works differently, but some benefits/perks are for all Remoters: • work from anywhere, • flexible paid time off, • flexible working hours (we are _), • 16 weeks paid parental leave, • mental health support services, • stock options, • learning budget, • home office budget & IT equipment, • budget for local in-person social events or co-working spaces We work async at Remote which means you can plan your schedule around your life (and not around meetings). Read more at _. You will be empowered to take ownership and be proactive. When in doubt you will default to action instead of waiting. Your life-work balance is important and you will be encouraged to put yourself and your family first, and fit work around your needs. If that sounds like something you want, apply now! • Please fill out the form below and upload your CV with a PDF format., • We kindly ask you to submit your application and CV in English, as this is the standardised language we use here at Remote., • If you don’t have an up to date CV but you are still interested in talking to us, please feel free to add a copy of your LinkedIn profile instead. We will ask you to voluntarily tell us your pronouns at interview stage, and you will have the option to answer our anonymous demographic questionnaire when you apply below. As an equal employment opportunity employer it’s important to us that our workforce reflects people of all backgrounds, identities, and experiences and this data will help us to stay accountable. We thank you for providing this data, if you chose to. Please note we accept applications on an ongoing basis.

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA £70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000. Why This Opportunity Stands Out This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you. What You’ll Get £70,000 – £80,000 basic salary depending on experience Realistic OTE of £100k+ through a transparent and rewarding bonus structure Immediate HNW client bank from retiring advisers (average portfolio size £500k+) Ongoing, high-quality leads from established introducer relationships and digital channels Hybrid working model – blend of remote and regional office work Paraplanning, admin & compliance support – so you can focus on advising Full tech stack and CRM to streamline your client work Pension, DIS, private medical, and other flexible benefits Chartered support – Full backing for further qualifications and CPD What You'll Be Doing Take ownership of a loyal HNW client bank and nurture long-term relationships Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning Convert warm, qualified leads into valuable client relationships Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery Contribute to ongoing growth, client retention, and service excellence What You’ll Bring Level 4 Diploma in Regulated Financial Planning (minimum) A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients Strong relationship-building skills and commercial awareness A commitment to high ethical standards and delivering exceptional outcomes Ideal for... Advisers currently limited by a lack of leads or support Those working in self-employed models seeking more stability IFAs with client-facing experience who want to grow with national backing If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.

Independent Financial Adviser - Fully Remote Location: Fully Remote (UK-based) Salary: Competitive Basic + Bonus + Full Benefits Package ?? Client-Focused | Flexible Working | Strong Infrastructure NJR Recruitment is currently working with a well-established and forward-thinking wealth management business offering a rare opportunity for an experienced and self-sufficient IndependentFinancial Adviser to join their team on a fully employed, fully remote basis. This role is ideal for a high-calibre adviser who brings with them a transferable client bank and is looking for the structure, support, and long-term security of an employed model without the office commute. The Role: You will be responsible for managing and developing a portfolio of existing and new clients, providing high-quality financial advice across investments, pensions, protection, and retirement planning. Key Responsibilities: • Provide holistic financial advice to a diverse client base, • Manage and grow your portfolio with full compliance and service excellence, • Maintain strong ongoing relationships with clients, • Operate remotely with full access to support, systems, and compliance, • Collaborate with internal teams including paraplanning, admin, and marketing What We’re Looking For: • Level 4 Diploma in Regulated Financial Planning (minimum), • A proven track record of delivering compliant advice, • A transferable client bank that generates ongoing revenue, • Comfortable working independently in a fully remote environment, • Self-motivated, professional and client-focused What’s on Offer: • Employed role with competitive basic salary of up to 85% of ongoing fees, • Full remote working setup - flexibility without compromise, • Ongoing admin and paraplanning support, • Excellent Bonus Structure for New Business of 50%, • Modern tech stack and CRM systems, • Share Options with an excellent 5 year plan, • Enhanced Pension, • PMI, • Death In Service cover ?? If you’re an experienced adviser looking to combine flexibility with security — and want to bring your clients into a well-supported, fully remote environment — we’d love to speak to you. Apply today or contact NJR Recruitment for a confidential discussion quoting NJR15880

As a Senior Anaplan Developer, you’ll collaborate with stakeholders across the business to gather requirements and deliver tailored Anaplan solutions. As well as a competitive salary, pension and performance related bonus offering, we have a wealth of benefits available ranging from flexible work

Financial Adviser - relocation to Hong Kong / Dubai At Eight Wealth International we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Hong Kong or Dubai offices. We have a client bank ready for the right person but want this person to build their own bank over time. This is a fantastic opportunity for an already experienced adviser looking to relocate as we offer relocation, full visa support and a comprehensive admin team to allow you to adviser without drowning in paperwork! We have clear remuneration structures in place and can possibly provide initial support for the right candidate to assist with your transition to Eight. What you need to bring You will need ambition, because whilst we will provide you with the foundations, in time, we will expect you to generate and grow your own business opportunities. • DipFA or equivalent, • CAS status achieved, • Proven history of growing a client base, • Highly motivated, • Client centric, • Relocation package, • Client bank immediately available, • Full Paraplanning and Admin support, • Private medical, • Company events

The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: • A steady stream of loyal, existing clients inherited through a gradual transition., • Full administrative and paraplanning support so you can focus on client relationships and business development., • A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels. Requirements: • Have proven experience advising in the high-net-worth space., • Be confident advising across the full spectrum of financial planning products., • Be a proactive team player who contributes to the firm's growth and reputation., • Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role. Why This Role Stands Out • Strong existing client base ready to be nurtured and grown., • Top-tier support from experienced admin and paraplanning teams., • The autonomy to develop your network and increase earnings significantly., • A collaborative, professional environment focused on client excellence. If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Senior Change Project Manager - Wealth Management | £85k-£90k + Bonus | Remote.We're working with a leading UK wealth management firm undergoing major transformation, and they're looking for a high-impact.With aggressive transformation goals and critical deliverables already in motion, this is a r

We are looking for a Customer Support Executive who possesses a passion for customer care and will work with our team of talented Customer Support Executives & colleagues across the business to provide the best possible end to end customer experience. What you can expect to be doing: • Dealing with all queries that come in through live chat, email and through social media., • Troubleshooting technical issues and optimising user experience., • Reporting bugs and UX issues to other members of the team., • Active participation in app growth and development. What we’re looking for: • Flexibility to work between the hours of 8am to 10pm Monday - Sunday (Shift basis) 39 Hours a week, this may include working on either Saturday or Sunday.., • You can get your head around a complex system quickly., • You find it easy to juggle and prioritise different tasks., • You’re chilled under pressure., • You are friendly and naturally engaging with a positive can-do attitude to customer support., • Committed to providing excellent customer support, written and verbal. What we’re really looking for: ✍️ Someone with a genuine interest in Chip and is excited about being part of a fast-growing company and our mission to build the investment super app of the future. Although we’re in the financial space, and under the scrutiny that comes with it, the current customer support team works well together, and even sometimes with a smile. We’re sure you’ve got the technical skills, otherwise, you would have stopped reading by now, so let us be clear on what will make us want to work with you. We want a real person, with interests outside of work, to join our team. You could be a dancer, a gamer, a musician, a parent, a hockey fan, or even that one person that still writes Twilight fan-fiction. Doesn’t matter to us. At the interview stages, we will be looking for empathy, eq, fun stories, and the ability to smile even when things are tough. PERKS 🎁 • £24,762 per annum, • Discretionary Performance-Related Bi-Annual Bonus of up to 10% (Cash) and 5% (Shares) based on your gross annual salary., • Workplace pension scheme - We invest in your future with a workplace pension scheme, contributing 5% on earnings up to £24,762. Plan ahead with confidence while you grow your career! 🚀, • Private medical insurance (medical history disregarded), • Employee Assistance Programme, • Cycle to work scheme, • Season ticket loan, • Free ChipX subscription for UK-based employees, • We are an equal-opportunity employer and value diversity, • Flexible working arrangements, • 28 days holiday plus bank holidays, plus the days between Christmas and New Year ✈️, • Annual training budget for courses, workshops, or conferences to help you advance your career., • £30 per month Chip Fitness Benefit to suit your Mental/Physical Wellbeing, • Company laptop, • Opportunity to have a huge impact on our product while fast-tracking your knowledge, responsibility and skills in a high-growth fintech startup 🚀 Our Interview Process: 📖 • Short take-home task, • Video interview with Head of Talent, • Video interview with the hiring manager & Team Lead, • Final interview with VP of Customer Support About Chip Our mission is to make our customers wealthy. We're building the wealth super app of the future. An app to build your long-term wealth across savings, investments and pensions. We use technology to break down barriers so users can invest like the ultra-wealthy, giving them one simple place to manage, grow and protect their wealth. The Sunday Times listed Chip as the 6th fastest growing tech company in Britain… and we're not slowing down. Chip serves over 300,000 active customers and looks after over £6billion in assets. These customers trust us to build the most amazing product we can, so working at Chip comes with real purpose. Chip is being built by a fast-growing team of designers, developers, customer service professionals, marketers, banking experts, and entrepreneurs. Our funding story though is a little different. Chip is one of the most crowd-funded businesses in Europe, having raised over £50m from 29,000 investors, over 9 years. Crowdfunding is in our DNA and only Brewdog has more investors than Chip. Our vision We know planning for your future can be a tedious, daunting task often avoided, so we want to change that. We're building the wealth app for our community, giving them one place for saving and investing. We're giving customers control and guidance to effortlessly build their long-term wealth using award-winning tech, while celebrating their achievements along the way. Who we are Chip has a creative and diverse team of 190, from all different backgrounds and industries. We’re driven and passionate people, but no one takes themselves too seriously. Don’t just take our word for it. We have a few awards under our belt, including Best Personal Finance App at the 2022, 2024 & 2025 British Bank Awards. Our Values Be ACCOUNTABLE Everything you do matters, Care about the end result, Challenge the norm, Disagree, yet commit to making it happen once a decision has been made, Do the best job possible Be BOLD Share our Ambition and do your bit to achieve it, Innovate: challenge the norm, break the mould and make it happen, Set goals that truly align with our mission, Do your best for our customers Be COLLABORATIVE Work cross-functionally - we win as a team, Build strong relationships based on trust, Treat others fairly and respectfully, Hold others to account, Be supportive and inclusive, Have fun together Equal Opportunities We are passionate and committed to our people and go beyond the rhetoric of diversity and inclusion. You will be working in an inclusive environment and be encouraged to bring your whole self to work. We will do all that we can to help you successfully balance your work and home life. As a growing business we will encourage you to develop your professional and personal aspirations, enjoy new experiences, and learn from the talented people you will be working with. It’s talent that matters to us and we encourage applications from people irrespective of their gender, race, sexual orientation, religion, age, disability status or caring responsibilities. Note to Agencies Chip does not accept unsolicited CVs from recruiters or employment agencies in response to any of our live roles on our career page. Chip will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited CVs. Chip explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited CVs, including those submitted to hiring managers, are deemed to be the property of Chip.

The Role: You are a Catalyst for Curiosity. Some people close deals. Others open doors. Which are you? At SCDC, we’re looking for Business Development Representatives whose skill lies in sparking intrigue. You’ll invite individuals to learn about our mission-driven investment opportunities. We’ll handle the presentation. You’ll reap the rewards. The Reality Check: This is a High-Stakes, High-Reward Partnership. This is a 100% commission (W-2) partnership for proven connectors and self-starters. The demands are high, but the rewards—both financial and personal—are extraordinary. The Unprecedented Rewards: • 6-Figure+ Direct Income: You earn a significant commission (averaging $1,000–$5,000) for every Investor-Purchaser who makes a deposit from your introductions. Our top BDRs have a 2-year track record of earning well into six figures annually., • 7 to 9-Figure Back-End Commissions: Beyond your direct commissions, you will earn substantial back-end commissions on the portfolio of sales you generate, paid out as projects are completed. This is your path to building true, generational wealth. Is This You? A Self-Assessment: [ ] You are an entrepreneur at heart, driven more by potential and impact than by the security of a salary. [ ] You hear "no" not as a rejection, but as a data point on the path to "yes." Resilience is your default setting. [ ] You view a 100% commission plan not as a risk, but as the only fair way to be compensated for your true value. [ ] You are a natural storyteller, capable of painting a picture of a better future that inspires curiosity and action. This Partnership Is NOT for You If: • You require the security of a base salary., • You are uncomfortable prospecting and initiating conversations., • You are looking for a 9-to-5 structure with extensive oversight., • You are not prepared to commit to clear, ambitious performance metrics. If you believe you have the drive, the network, and the resilience to succeed in a high-performance environment, and you are inspired by a mission to create positive community impact, we invite you to a deeper conversation. Ready for the Challenge? Click to apply. About SCDC: S.H.A.R.E. Community Development Corp. is a problem-solving multifamily real estate development and investment company based in Houston that develops, builds, sells, and manages Class-A apartment communities. Our core values are built upon "S.H.A.R.E.", which stands for Supplying Humanity with Achievements, Resources and Education. Our mission is delivering superior returns for Investor-Purchasers, providing maximum value for their tenants, and creating positive impacts in the communities we serve by focusing on a holistic betterment of society and by recognizing that profit is only one aspect of our broader goals and responsibilities. Why SCDC: At SCDC, our dedication to integrity means creating relationships that are the foundation of all our internal and external interactions as a company. If you share our relentless pursuit for a better future, our passion for innovation, and are excited about working with some of the top innovators in the world, then this could be the place for you. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities as needed. Equal Employment Opportunity: S.H.A.R.E. Community Development Corp. is an Equal Opportunity Employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national origin, age, marital status, disability, veteran status, genetic information, or any other basis protected under applicable discrimination law. SCDC strives to cultivate an environment of employee inclusion, innovation and passion that values all voices and opinions. We help each other succeed and remarkable things happen when people from a diverse set of backgrounds come together. Please visit our website at https://sharecommunitydevelopmentcorp.com Notice to Third Party Agencies: Please note that S.H.A.R.E. Community Development Corp. does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, we will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of S.H.A.R.E. Community Development Corp.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The roleGroup Reporting Accountant will report into the Group Finance Manager and will be responsible for ensuring the consolidated and subsidiary numbers are robust and align with internal accounting policy and UK GAAP. The role is initially offered on a fixed-term basis for 6 months. There may be an opportunity for the position to become permanent, subject to performance and business requirements. • Preparation and analysis of the Group Consolidation (UK GAAP) and sub-groups as applicable, • Own the accounting policy framework and ensure consistency within the Group, • Technical accounting for e.g. share-based payments, financial instruments, leases and business combinations, • Monthly accounting for holding companies and cashflow reports, • Preparation of the financial statements in full compliance with IFRS/FRS 102, including the oversight of foreign subsidiaries’ reporting, • Year-end planning, preparation of audit requests and annual position papers and impairment reviews, • Management of the external audit process for the Group, • Prepare the financial reporting aspects of any acquisition integrations including fair value adjustments, goodwill calculation and consolidation of acquired balances, • Ensure the subsidiaries report figures per Group accounting policy, • Ensure statutory compliance for all subsidiaries, • Adopt a continuous improvement approach and work with stakeholders to develop streamlined, high quality and efficient processes, • Qualified accountant (CIMA, ACCA or ACA) with 2-5 years PQE, • Audit background preferred, • Experience with Netsuite and reporting solutions (e.g. IRIS) advantageous, • Experience with complex Groups, with multi-national and multi-currency advantageous, • High attention to detail is vital as is good numerical skills and accuracy, • Strong self-management and motivational skills to learn and deliver on key responsibilities, • Ability to prioritise tasks and work effectively across different teams, • Good communication skills, ability to engage with internal and external stakeholders in a professional manner, • Willingness to learn and develop as the company growsOur employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement Terms- Competitive salary- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)- 25 days Annual Leave + public holidays- Buy and sell holidays up to 5 days- Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.- Hybrid working- Further education and training support- Discretionary performance related bonus- Confidential Employee Assistance Programme- 2 days per year for voluntary work- And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We're seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters. What's in it for me? As a Paraplanner at Evelyn Partners you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from. This role is a remote opportunity to work with the central support Paraplanning team nationwide. Some of your responsibilities will be to: • Prepare suitability reports across a wide range of advice types, financial products, and investment solutions, • To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters., • Carry out any necessary technical research, • Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times, • Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets., • Communicate effectively with the Financial Planners to manage expected delivery dates, • Responsible for managing process, tasks and complying with FCA guidelines To be successful in this role, you should have: • Must be qualified within Financial Planning CII Level 4 or above, • Demonstrable experience of paraplanning gained with a proven solid technical knowledge, • Proven track record of delivering written financial advice, • Experience of completing suitability reports while researching and analysing products, • Strong knowledge of financial products, • Good organisation and prioritisation skills; able to work independently and within a team, • Excellent communication skills both written and verbal, • Good stakeholder management with positive influencing skills, • Literacy, numerical and analytical skills are essential As a colleague here at Evelyn Partners, you will have access to benefits that include: • Competitive salary, • Private medical insurance, • Life assurance, • Pension contribution, • Hybrid working model (role dependant), • Generous holiday package, • Option to purchase additional holiday, • Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst). The ideal Business Analyst candidate will

IFA Administrator – Join as an Investment Administrator Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named “Best Financial Adviser to Work For” three times by Professional Adviser. This role offers the chance to be part of a dynamic Investment Team where development is nurtured, voices are heard, and progression — including potential future equity ownership — is genuinely on offer. The Opportunity The Investment Administrator (officially titled Investment Accounts Executive) plays a pivotal role in supporting the firm’s high-net-worth client base, including individuals, pensions (SIPPs/SSAS), trusts, charities, and corporate clients. You’ll act as a key liaison for clients, ensuring exceptional administrative support across the full investment lifecycle — from account set-up and portfolio maintenance, to valuations and supporting reviews. You’ll also work closely with Financial Planners, Paraplanners, and Investment Managers to help deliver excellent outcomes, all in line with a collaborative and professional investment strategy. Why Apply? • Chartered Firm – Commitment to the highest professional standards., • People-First Approach – Supportive team environment, with hybrid working post-induction., • Growth-Oriented – Encouragement and support for qualifications and long-term development., • Modern Workplace Perks – Flexible benefits and a hybrid working model., • Clear Career Path – CII study support Salary & Benefits Salary: £25,000–£33,000 (DOE + qualifications), Discretionary performance bonus Pension: 5% employer contribution (increasing with service) + salary sacrifice Free Onsite Parking Hybrid Working: After training and induction Key Responsibilities • Administer investment accounts, ensuring accuracy and compliance., • Prepare application and transfer paperwork across multiple platforms (e.g. Pershing, Quilter, Aviva)., • Process investment deals, valuations, reviews, and client reporting., • Liaise with clients and professional connections via email, phone, and letter., • Produce investment meeting notes and monitor action points., • Support Investment Managers with technical tasks including CGT assessments and MWR calculations. To be considered: • Experience in a financial services admin role., • Knowledge of investment products and financial planning., • Excellent communication and IT skills.

Trainee Financial Planner Peterborough Full Time, Permanent £28,000 - £34,000 P.A (DOE) Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come. The business is focused on managing their clients wealth which includes private pensions, investments and corporate company benefits. As the business continues to grow, they are now looking for an additional team member who has a very strong background in administration or financial services with the aspiration to become a Financial Planner. You will be very meticulous and methodical with a 'can do' attitude putting clients at the forefront of their business. Duties for the Trainee Financial Planner include. • Analyse client portfolios, • Prepare / send suitability and letters of authority, • Input policy details, • Liaise with and support Financial Advisors, • Prepare and present reports, • Ensure that advice is accurately processed and compliant, • Identify and discuss areas for further financial planning with advisor, • Ensure that all files worked on are compliant with industry regulations, • Complete complex admi...

We have an exciting opportunity for a Private Client Solicitor (Senior Associate / Partner) to join our highly regarded team. The role presents an opportunity for an Associate or Partner with established private client experience to join a growing practice. In addition to technical expertise, the successful candidate will play an active role in the continued growth of the Private Client practice, contributing to team development, strategic direction and business development. A following is welcome but not essential; a commercial mindset and enthusiasm for growing the practice are key. To review the full job description please use the link - _ Chattertons Solicitors & Wealth Management is a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Established in 1856, we are one of the oldest law firms in the UK. We have a number of benefits at Chattertons including; • Generous holiday entitlements, • Staff discount on legal and wealth management fees, • Income protection, • Life Assurance at 3 x salary, • Salary Exchange Pension Scheme option, • Employee Assistance Programme Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The Company has an Equal Opportunities Policy and this sets out the Company’s position on equal opportunity in all aspects of employment. This is available upon request. Please refer to our privacy policy at https://www.chattertons.com/site/about/privacypolicy/ for information regarding how your personal data is processed.

Former RAF or Armed Forces Instructor? Ready to inspire the next generation? Peterborough College is looking for an enthusiastic and motivated Air & Defence College Coordinator to join our specialist Air & Defence College. This unique role would suit someone with Armed Forces experience who is passionate about developing young people and helping them prepare for careers within the RAF, Armed Forces, emergency services and wider public service sectors. Whether you have experience as a Physical Training Instructor, Training Instructor, NCO, officer, adventurous training leader or military trainer, this is an opportunity to use your skills and experience to make a real difference. About the Role You'll play a key role in preparing students for future careers in the Armed Forces through a combination of teaching, coaching, mentoring and practical activities. Your responsibilities will include: Preparing students for RAF recruitment and selection processes Delivering practical and theoretical training relating to fitness, leadership and military preparation Coordinating student recruitment, enrolment and progression Organising enrichment activities, residential trips and expeditions Building relationships with military organisations, employers and external partners Monitoring student progress and supporting learners to achieve their goals Promoting the Air & Defence College within schools and the wider community What We're Looking For We're particularly interested in hearing from applicants who have: RAF or wider Armed Forces experience Experience delivering physical training, adventurous training or military instruction Strong leadership, coaching and mentoring skills Experience supporting young people to develop confidence, resilience and teamwork Excellent communication and organisational abilities A passion for helping learners achieve their ambitions Teaching qualifications are welcomed, but we also recognise the wealth of training and instructional experience gained through military service. Why work for IEG? Generous Leave: 37 days of annual leave, plus Bank Holidays and Christmas close down. (Pro-rata for part time staff) Competitive Pension: Teachers Pension Scheme (TPS), including life assurance and death-in-service benefits Health and Wellbeing: Benefit from a gym, free on-site parking, access to employee assistance programme and a friendly team atmosphere Professional Development: Ongoing training and development opportunities, including sponsorship for HE/professional qualifications Employee Benefits and Rewards: Vivup employee benefits, including lifestyle savings, eligibility to apply for a Blue Light Card, providing access to a wide range of national discounts IEG is committed to safeguarding and promoting the welfare of all children, young people and any vulnerable groups within the college community and expects all staff and volunteers to share this commitment. The successful candidate will be subject to a thorough vetting process which includes an enhanced DBS check and satisfactory references. This post is exempt from the Rehabilitation of Offenders Act 1974. The Rehabilitation of Offenders Act 1974 and the Exceptions Order 1975, provides information about which convictions must be declared during job applications and related exceptions and further information about filtering offences can be found in the DBS filtering guide. Candidates are reminded that if they are barred from working with Children it is a criminal offence to apply for this position.c272c101-f45c-4783-b4a0-50ad222b87c0

A job opportunity has arisen for a Senior Tax Professional for a leading accountancy firm based in Peterborough. The firm have some degree of flexibility in the level they hire at, with Semi-Seniors to Assistant Managers being considered. In this role, personal tax is the key focus but there is opportunity for a well-rounded mixed tax role, allowing you to work on both personal and corporate tax, along with advisory work too. The role can be crafted to suit the best applicant The firm can offer hybrid working of 2 days per week from home. Career progression is quick, and they feel their focus on training and development allows most to get promotions and career movement more quickly than they will elsewhere. The client base served out of Peterborough will always be predominantly owner-managed businesses but there is a good number of large-scale clients, offering technical complexity and real size. Benefits: Competitive Salary Package Genuine work life balance Hybrid working - 2 days per week from home 25 days holiday Bank Holidays Opportunity to buy or sell up to 5 days of holiday Employee recognition awards Paid Overtime Free parking Flexible hours around core hours Annual Bonus Excellent progression opportunities Study support for professional qualifications Health insurance Responsibilities: Manage a diverse portfolio of clients including owner-managed businesses, high-net-worth individuals, families, trusts, estates, partnerships, and corporate entities, acting as a key day-to-day contact for tax matters. Prepare and review personal tax returns, corporation tax returns, trust tax returns, and associated tax computations, ensuring technical accuracy, compliance with legislation, and timely submission. Provide practical tax advice across a broad range of personal and corporate tax matters, translating complex technical issues into clear, commercially focused recommendations for clients. Support the delivery of tax advisory projects including shareholder extraction planning, succession and wealth planning, business restructures, capital gains tax planning, inheritance tax considerations, property tax matters, and transaction-related tax support. Manage HMRC correspondence and compliance matters, including responding to enquiries, handling information requests, supporting investigations and disclosures, and liaising directly with HMRC on behalf of clients. Prepare and review inheritance tax reporting, including IHT100 and IHT400 returns, and support trust and estate tax compliance and planning assignments. Advise on key corporate tax issues including capital allowances, loss relief, group relief, close company matters, s455 tax, director loan accounts, and other tax risk areas affecting owner-managed businesses. Review and oversee employment tax compliance requirements, including P11D/P11D(b), PAYE Settlement Agreements and employment-related securities reporting where applicable. Identify tax planning opportunities and additional service needs within the client portfolio Monitor client deadlines, maintain accurate records and work-in-progress, and contribute to efficient service delivery by identifying opportunities to improve processes and manage risk. Support, coach and review the work of junior team members, providing guidance on technical matters and contributing to their professional development. Maintain and develop tax technical knowledge through ongoing professional development and provide support to senior managers and partners on complex tax projects and advisory assignments. TPBN1_UKTJ

Stock Controller Full Time, Permanent Peterborough £28,500.00 P.A + Excellent Benefits + 18% Pension! In a nutshell… Our client is a well-established and growing business operating within a fast-paced supply chain and distribution environment. Due to continued growth, they are now looking to recruit a motivated and organised Stock Controller to join their office-based team. This is an excellent opportunity for someone looking to develop a long-term career within a supportive and professional environment. You will play a key role in ensuring stock accuracy, maintaining supply continuity, and supporting the smooth day-to-day operation of the business. The ideal applicant will have strong organisational skills, a proactive attitude, and the ability to manage multiple priorities effectively. Previous experience within stock control, logistics, or supply chain environments would be advantageous. What's involved for the Stock Controller… Maintaining optimum stock levels and preventing overstocking Monitoring daily stock reports and supporting annual stock audits Raising daily factory orders and managing bespoke equipment requests Verifying supplier acknowledgements and supporting demand forecasting activities Resolving supply chain issues and managing factory delay reporting Tracking shipments and supporting logistics and sourcing activities Acting as the main point of contact for incoming goods, collections, and returns Collaborating with internal departments regarding product quality issues Managing stock allocation and maintaining month-end slow/obsolete stock reportingWhat you'll need… Previous experience within stock control, logistics, supply chain, or a similar environment Strong IT skills including Microsoft Office Excellent problem-solving and analytical skills The ability to work accurately within a fast-paced environment Strong organisational and time management skills Excellent verbal and written communication skillsBenefits for the Stock Controller… Competitive salary dependent on experience Monday - Friday, 8:30am - 5pm 25 days holiday + bank holidays Enhanced pension scheme up to 18% (combined) Life assurance x6 Excellent working environment Ongoing training and career development opportunities Should you be interested in this Stock Controller position then please apply within. Applications from outside the UK will not be considered. 3Sixty Resourcing Ltd is an independent recruitment consultancy based in Peterborough supplying permanent and contract personnel across the UK. We have a wealth of experience operating in the permanent, temporary and contract industry. We take pride in providing the best customer journey for our clients and candidates covering the following areas: Office, Engineering, Technical, Manufacturing & Construction

Unlock the door to an exciting career at Matthew Clark, where we don't just build sales; we take brilliant brands to new heights! Our business is experiencing rapid growth, and we're inviting dynamic individuals to join us on this exhilarating journey. As a prominent name in the UK drinks sector, Matthew Clark envisions a future filled with possibilities. Seize the opportunity to shape your career as an Area Sales Manager, specifically covering primarily PE Postcodes (along with some LE, LN and NN postcodes) area. The sky's the limit for those who thrive in our energetic environment, and your hard work will be rewarded with the exceptional perks you deserve. About the role • Field based role primarily covering PE Postcodes (along with some LE, LN and NN postcodes) Are you well-acquainted with the drinks industry? Do you revel in meeting clients and establishing connections? If so, step into the role of an Area Sales Manager and immerse yourself in our diverse client base. This is your chance to build relationships and grow your network with our exceptional customers. Leveraging your sector knowledge and interpersonal finesse, you'll engage with customers daily, cultivating extraordinary relationships. Whether it's wine, beer, spirits, soft drinks, or water, your mission is to elevate sales and turnover, ensuring each account realizes its full potential. Moreover, you'll have the exciting opportunity to propel Matthew Clark into new heights by spearheading innovative business ventures. Success hinges on translating trade strategies into action and staying ahead with market insights. If your passion for our industry is palpable, you're already ahead of the game. You will also have the opportunity to impact your bonus earnings through meeting your KPI’s in the field. About You Whether you possess a robust On Trade background in Account Management and aspire to collaborate with a market leader or have first-hand knowledge of our sector from behind the bar, we're here to support your journey to expertise. What matters most is your tenacity and drive to deliver results. Connecting with customers and possessing commercial acumen are key attributes. If you have potential, we'll equip you with our systems and empower your career to soar. A WSET qualification minimum level 2 is desirable but not essential, but it takes more than that to stand out; this is about harnessing your innate people skills. Armed with a full driving license (maximum six points), you'll be ready to embark on a journey covering primarily PE Postcodes (along with some LE, LN and NN postcodes). About us Operating through the Matthew Clark, Bibendum, Tennent’s and Bulmers Ireland brands, the C&C Group has a market leading range, scale and reach including an intimate understanding of the markets it serves. Together we grow, brew, manufacture, market, and deliver some of the world’s favourite drinks. From grass to glass, and everything in between. C&C Group plc is a premium drinks company which owns, manufactures, markets, and distributes a unique portfolio of beer and cider brands in its home markets and across the globe. C&C Group’s portfolio of owned/exclusive brands include: Bulmers, the leading Irish cider brand; Tennent’s, the leading Scottish beer brand; Magners the premium international cider brand; as well as a range of fast-growing, premium and craft ciders and beers, such as Heverlee, Menabrea, Five Lamps and Orchard Pig. We seek to champion and embed sustainability in everything that we do at C&C. While delivering joy to customers, we always shine a light on people and the planet. We have a clear ESG vision delivering to a better world. We respect, support, and develop all our people to be their best, with a focus on results by creating a culture of winning together. We also recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to delivering on our mission. Therefore, we encourage people from all backgrounds to apply. Please let us know if you require accommodations during the interview process. C&C Group (and inclusive companies) do not accept unsolicited CVs from recruiters or employment agencies in response to any of our roles. Matthew Clark is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age

Personal Tax Assistant Manager | Top 20 Firm | Peterborough Are you a tax professional ready to elevate your career within a prestigious Top 20 firm that values your unique perspective as much as your technical expertise? Do you thrive in a dynamic, high-performance environment where you can manage a sophisticated portfolio of HNWIs, trusts, and estates? This is your opportunity to step into a pivotal role within a gold-standard +quot;Investor in People+quot; firm, navigating complex international tax issues and delivering insights that drive real results for your clients. About the Firm This Top 20 Firm is a prominent UK member of a leading global accounting network, offering the perfect blend of international resources and deep-rooted local commitment. Recognised with gold status by Investors in People, the firm is dedicated to fostering an ambitious, driven team through award-winning development programmes and a supportive management structure. They operate with a clear focus on continuous learning, ensuring every individual has the freedom to shape their career path while making a meaningful impact on a diverse and prestigious client base. Responsibilities Manage a diverse portfolio of high-net-worth individuals, wealthy families, trusts, and estates. Oversee the preparation, submission, and review of annual tax returns for all delegated clients. Lead IHT reporting requirements, including the completion of IHT 100 and IHT 400 forms. Provide high-level advisory services on private client and personal tax issues, identifying opportunities for succession planning and offshore structures. Manage HMRC interventions, including s9A enquiries, investigations, and voluntary disclosures. Support senior staff and partners on complex international and cross-border tax projects. Contribute to business development and marketing initiatives to grow the private client tax offering. As a Personal Tax Assistant Manager you will: Utilise your CTA, ACA, or ACCA qualification to deliver technically excellent tax solutions. Supervise and mentor junior team members, supporting their professional growth and development. Liaise directly with HMRC and clients to resolve complex queries and ensure full regulatory compliance. Leverage advanced tax software and IT systems to provide efficient and commercial client service. Maintain an up-to-date technical knowledge of evolving tax legislation through continuous professional development. Work collaboratively across departments to spot opportunities for OMB projects and holistic client wealth management. What You+rsquo;ll Receive 33 days annual leave (inclusive of bank holidays). Option to buy or sell up to 5 days of annual leave. Hybrid working: 2 home working days per week. Flexible working: Core hours between 10:00 AM and 2:00 PM. Discretionary annual bonus and employee recognition awards. Employee Assistance Programme including unlimited 24-hour counselling and virtual doctors. At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions. #publicpractice #tax #privatetax #peterboroughjobs

Relationship ManagerFinancial ServicesLondon (Hybrid)Salary - £70,000 - £80,000 (DOE) + bonus + benefits </p

Ogier Legal Limited is seeking a Global Head of Private Wealth to lead the strategy and operations of the Private Wealth service line. The ideal candidate will have a proven track record in the Private Wealth market with strong leadership experience and client management skills.

Job Title: Wealth Management Solution Architect.

The Private Wealth team has developed a strong reputation for advising entrepreneurial HNW and UHNW individuals, families and business owners on a broad range of complex private wealth matters. Alongside your fee‑earning work, you will continue to develop a strong technical foundation across both

Sanderson, a globally recognized consulting firm, seeks an experienced Associate Partner to lead its Private Banking and Wealth Management practice in the UK.

We are launching a dedicated Wealth division and are looking for an exceptional Wealth Director to lead that growth. You're likely to be an experienced Financial Planner, Wealth Manager or Wealth Director who has already built significant Assets Under Advice and now wants more influence over the fut

Ares Management Corporation seeks a Principal in Wealth Marketing to lead the development and execution of marketing strategies across EMEA and APAC.

Private Banker to serve Ultra High Net Worth clients, delivering personalized investment banking services.You will foster client relationships, develop tailored solutions, and work closely with internal teams.The ideal candidate has proven UHNW banking experience, excels in business development, and

The Openwork Partnership is seeking a Wealth Director to build and lead a new Wealth Management division in Essex/London.