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Client Manager \n Leicestershire (our ref AL1422) \n Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction \n \n My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. \n In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time. They now have an exciting new opportunity for an experienced financial services administrator (with 2 year’s +) to join their team as a Client Manager. Please note, a minimum of 2 years’ experience within financial services administration is required. \n \n Role Overview \n To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner. \n \n Main Tasks \n\n • Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration.\n, • Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo.\n, • Produce, collate, and issue meeting packs for annual review meetings.\n, • Issue client meeting notes, coordinate and undertake action points.\n, • Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal.\n, • Provide administrative support to the Financial Planner Team.\n\n \n Day to Day Portfolio Management \n\n • Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva.\n, • Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained.\n, • Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate.\n, • Administer recommendations in accordance with our advice and the client’s approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo.\n, • Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors.\n, • Invoice clients and process fees\n, • Produce bespoke documents and calculations as and when needed or requested.\n, • Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose.\n, • Provide information to and liaise with platforms and providers.\n\n \n Person Specification - Qualifications & Experience \n Essential \n\n • Educated to A level standard (or equivalent) as a minimum.\n, • A minimum of 2 years’ experience in a financial services administration role.\n\n Desirable \n\n • Degree in a relevant specialty.\n, • To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to obtain CII Award/Certificate/Diploma units.\n, • 5 years’ experience in a financial services administration role.\n\n \n Person Specification - Knowledge & Skills Required \n Essential \n\n • Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning.\n, • Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods – phone, letter, email, etc.\n, • Ability to create, maintain, and take ownership of accurate computer-based records.\n, • Knowledge of Data Protection legislation.\n, • Ability to work within level of authority and to refer work when appropriate.\n, • Demonstrate good time management skills.\n\n Desirable \n\n • Good, technical knowledge of Financial Services in general and legislation relevant to the role.\n, • Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).\n, • Knowledge of different pension types (defined contribution, defined benefit, annuity) and retirement phases (accumulation, crystallisation, decumulation)\n, • Knowledge of different investment types (Unit Trusts/OEICs, Exchange Traded Funds, Investment Trusts, direct equities) and asset types (Equity (UK & Global), Fixed Interest, Property, Commodities).\n, • Knowledge of money-weighted return, carry forward, capital gains tax, lump sum allowance and lump sum and death benefit allowance calculations.\n, • Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area.\n\n \n Benefits \n Discretionary Bonus | Life assurance | Pension | 24 days holiday increasing incrementally | Health Cash Plan Scheme | Free Parking | Hybrid scheme following initial training and induction \n \n \n If this role is of interest, please apply with an up-to-date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Financial Services Planning Manager \n Location: Leicester (our Ref AL1419) \n Salary: Negotiable up to c£65,000 dep on experience + benefits \n \n My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence. They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. The successful applicant will be CII Diploma level 4 qualified and will likely have a proven track record as a Financial Adviser. You may even be looking to sell your client bank but still want to be involved - the options are all on the table. \n Job Summary: The successful candidate will provide strong day-to-day leadership to the team of IFA professionals, ensuring they operate effectively, efficiently, compliantly, and in line with commercial objectives. The role will focus on improving team performance, maintaining high professional standards, supporting development and accountability, and delivering sustainable profitable growth through excellent client outcomes and well-managed operations. \n Key Responsibilities: \n\n • Lead, manage, and support the adviser team to ensure strong performance, clear accountability, and consistent achievement of business and client service objectives.\n, • Drive improvements in team effectiveness and efficiency by embedding clear processes, performance management, and best practice across the function.\n, • Work closely with compliance, operations, marketing, and product teams to ensure the team operates within regulatory requirements and supports wider business objectives.\n, • Oversee the quality and consistency of client service, ensuring strong client outcomes, high retention, and a professional, compliant approach across the team.\n, • Support the recruitment, onboarding, training, and ongoing development of financial advisers to build a capable, motivated, and high-performing team.\n, • Monitor team performance, workflow, market trends, and client needs to identify opportunities to improve productivity, service quality, and profitability.\n, • Prepare and present performance, operational, and commercial reporting to senior management, with recommendations to improve efficiency, compliance, and profitable growth.\n\n Qualifications: \n\n • Proven experience in leading and managing teams within the financial services sector, with a track record of improving performance and maintaining high professional standards.\n, • Strong understanding of how to manage adviser teams effectively, including coaching, performance management, and developing efficient working practices.\n, • Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous.\n, • Strong understanding of financial products and services, including investments, pensions, and insurance.\n, • Excellent leadership and team management skills, with the ability to motivate others, drive accountability, and foster a collaborative, compliant culture.\n, • Strong communication, negotiation, and interpersonal skills.\n, • Ability to analyse performance and operational data, identify trends, and make decisions that improve efficiency, service quality, compliance, and profitability.\n, • Proficiency in CRM software and Microsoft Office Suite.\n\n Why Join: \n\n • Competitive salary and performance-based incentives.\n, • 25 days holiday plus bank holidays (increasing by 1 day at 5- and 10-years service)\n, • Generous non-conributory group pension scheme\n, • Optional personal pension contributions via salary sacrifice\n, • Free death in service benefit (subject to qualifying criteria).\n, • Modern-design air-conditioned offices, with free parking.\n, • Opportunities for professional growth and development, including support to achieve chartered status.\n, • Employee Assistance Programme\n, • Collaborative and supportive work environment.\n, • A chance to make a significant impact in a respected independent financial advice firm.\n\n \n If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Paraplanner \n Leicestershire (our ref AL1420) \n Salary £35,000 - £42,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction \n \n My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. \n In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time. \n They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. \n Main Tasks \n\n • Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated.\n, • Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required.\n, • Provide follow-up support to the Financial Planner and act as a key point of contact for clients throughout the initial advice process.\n, • Action and follow up on meeting notes, including investigating existing arrangements, where required, by obtaining, reviewing and recording information relevant to the new advice.\n, • Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client.\n, • Prepare or obtain illustrations for pensions, investments and annuities, where required.\n, • Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements.\n, • Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding.\n, • Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case.\n, • Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly.\n, • Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings.\n, • Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover.\n\n \n Person Specification - Qualifications & Experience \n Essential \n\n • Level 4 CII Diploma in Financial Planning (or equivalent).\n, • Educated to A level standard (or equivalent) as a minimum.\n, • A minimum of 2 years’ experience in a financial services administration role.\n\n Desirable \n\n • 2 years’ experience in a Paraplanning role.\n, • Financial Planning experience.\n, • Degree in Finance, Economics or Business (or equivalent work experience).\n\n \n \n Person Specification - Knowledge & Skills Required \n Essential \n\n • Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods – phone, letter, email, etc.\n, • Knowledge relating to pension, investment and protection products and their application in financial planning.\n, • Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role.\n, • Ability to create and maintain accurate computer-based records.\n, • Knowledge of Data Protection legislation.\n, • Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area.\n, • Ability to work within level of authority and to refer work when appropriate.\n, • Demonstrate good time management skills.\n\n Desirable \n\n • Knowledge of the firm, its products, services and procedures.\n, • Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).\n\n \n Benefits \n Discretionary Bonus | Life assurance | Pension | 24 days holiday increasing incrementally | Health Cash Plan Scheme | Free Parking | Hybrid scheme following initial training and induction \n \n If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

JLL empowers you to shape a brighter way .Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.ServiceThe commissioning of commercial, Retail and Industrial Refrigeration Systems.Maintain excellent service levels at all times, ensuring a "first Class" service to all customersTake on projects as and when required and see them through to successful completionTo positively promote Integral to other employees, customers, suppliers and externally.To actively investigate and understand client specifications and settings.To operate and perform functions across both the projects and service division.FinancialTo identify means of generating extra revenue through new initiatives (forward thinking)PeopleTo treat other colleagues, managers, customers and other stakeholders equally and with courtesy and respect at all timesTo take the lead on site during the commissioning process amongst the on-site team both Internal and external collectively delivering the project.Responsibility of managing own training and renewal of training. (In the event the Branch Coordinator has not contacted you and you are aware of a particular training requirement that is due to expire, ensure the branch coordinator is made aware, to enable training arrangements to be made.)Where possible - to assist others with tasks that may be outside of the scope of your roleTo assist with coaching other colleagues/managers, for cross training purposed in your area of expertiseComplianceEnsure that all relevant company and legislative policies and best practices are adhered to and maintained at all timesInform the relevant Manager of non-conformances and ensure that corrective action is takenCarry out site specific Risk Assessments to ensure all safety procedures are taken into account and in place prior to works. (These are to be sent back to branch on a monthly basis).Near miss reporting and accident logging, in the event of either, they must be reported to the branch QSHE Co-ordinator.Ensuring PPE is fit for purpose and worn at all times whilst carrying out the installation. Any requirement for new PPE will be supplied via the Branch.Keep all PAT testing of electrical equipment up to date, if items are due for renewal the Branch QSHE Co-ordinator must be informed; PAT tests will then be arranged.Carry out Van inspection for a minimum of twice a year; these will be scheduled in by the Branch QSHE co-ordinator.Calibration of gauges and equipment - all equipment must be calibrated and certificated; this must be kept up to date and in date prior to any use. If tooling is out of calibration, make the Branch Coordinator aware. From there the relevant actions will be taken. (A copy of the certificate must be sent to the Branch and in turn a copy kept with the engineer).Keep all Integral standard Risk Assessments and Task Procedures in a file in the van at all times with copies of all training certificationKeep copies of all pressure test regulation and customer specific pressure test details; this will include copies of all pressure test certificates.Responsible for completing the pressure test certificate upon completion of testing and issue to the branch on a weekly basis.Ensure compliance with all procedures throughout within your remitTo ensure Refrigeration industry codes and standards are upheldTo comply with Integrals environmental policies and putting forward new ideas for improving environmental efficiencies.Adhere to Group H&S procedures with due regard for business constraints and efficiencyMinimum 3 years of experience in similar roleIn-depth understanding of the end to end commissioning process and associated activitiesAbility to communicate effectively (written and verbal), coupled with strong influencing skills - particularly at a senior levelProven track record of successUnyielding attention to detail that results in zero error/defectsFlexible and proactive with ability to work under their own initiative with a high degree of energy, assertiveness and creativityExcellent team leading skills and strong organisational capabilityCommitment to collaboration and teamworkAbility to work to tight deadlines, manage multiple projects and work under pressureMicrosoft Word, PowerPoint and Excel skillsC&G 2079 'F-Gas' Category 1 QualificationC&G / NVQ or equivalent in Refrigeration SystemsCO2 Trained/QualifiedHydrocarbon Trained/QualifiedCSCS Card an advantage (Training will be provided if necessary)Full UK Driving LicenseProven history of working with a wide variety of customers and system types preferably including CO2 and HCExperience of fault finding and troubleshooting modern control systemsThe desire and ability to work in both retail and heavy commercial environmentsAbility to be customer focusedAbility to consistently deliver a quality outcome through attention to detailCommunicate effectively and professionally with other team members and customer representativesAdapt quickly and positively to changeWillingness to work nationally ('working away' is required)Computer literate with experience of a variety of IT systems (both Microsoft and customer-specific)Support the company stated aim of 'Achieving Engineering Excellence'Location:On-site -Leicestershire, GBRJob Tags:If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.JLL Privacy NoticeJones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.For more information about how JLL processes your personal data, please view our Candidate Privacy Statement .For additional details please see our career site pages for each country.Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.TPBN1_UKTJ

JLL empowers you to shape a brighter way .Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.Industrial refrigeration EngineerWe currently seeking Industrial & Commercial Refrigeration Service Engineer to cover Various customer locations throughout the Midlands and East parts of the country.Location -Leicestershire, GBRNottinghamshire, GBRNorthamptonshire, GBRCoventry, GBRSheffield, GBRLincolnshire, GBRKey Responsibilities:• To proactively deliver the engineering tasks received, including maintenance and service visits to food factory's, RDC, warehouses on a variety of equipment, These will include; Recip, Scroll, Screw compressor packs including Ammonia, Co2 & HFC/HFO Installations• Carrying out service and reactive breakdown cover in normal working hours, along with supporting out of hours works by being part of a standby rota.• Observes internal and client support functions to meet the requirements and objectives of our customers and our business• Ensures that the engineering tasks received are supported with the appropriate commercial awareness and business system compliance at all times• Responsible for the quality of each individual engineering task received in support of contract responsibilities, by ensuring all practices are followed at all times• Participants conform to all industry best practice and legislative guidelinesQualifications, Skills & Experience:• Proven knowledge of the Industrial Refrigeration engineering services sector, and the expectations of Industrial Refrigeration customers• Can demonstrate the appropriate technical competencies and certificates relevant to the skills required E.g. 2079 Refrigerant handling, ACRIB, Ammonia.• Successfully completed a recognised training course / apprenticeship in Industrial Refrigeration• A good base knowledge of maintenance & service duties on medium to large industrial applications• Experience of large central plant technical diagnosis and fault-finding skills for various installations. Likewise experience on refrigeration compressors Grasso, Sabroe, J&E Hall, GEA, Mycom etcEmployee Benefits:OT x1.5 & x2 + day in lieu on bank holidays25 days holiday plus bank holidays (pro rata into shifts for shift workers)• Company funded health cash planAbility to buy and sell holidays - buy 5 days & sell 2 days• Life assuranceAuto-enrolment company pension schemeEmployee Assistance Program (EAP)Cycle to work schemeEmployee discounts with various brandsLearning and development programs, training and career opportunities.About Integral & JLLWe're Integral, part of JLL. We're a Facilities and Maintenance firm based across the UK. We work with organisations in Mechanical, Electrical and Fabric works with engineers nationwide to deliver engineering excellence for our clients. The Integral family are the Largest mobile hard services provider in the UK.Location:Remote -Leicestershire, GBRIf this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table!At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.JLL Privacy NoticeJones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.For more information about how JLL processes your personal data, please view our Candidate Privacy Statement .For additional details please see our career site pages for each country.Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.TPBN1_UKTJ

Trainee Paraplanner \n Leicestershire (our ref AL1421) \n Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction \n \n My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. \n In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time. They now have an exciting new opportunity for aCII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a minimum of 2 years’ experience within financial services administration is required along with a minimum of part of the CII Diploma qualification. \n \n Role Overview \n The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years’ experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. \n \n Main Tasks \n\n • Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated.\n, • Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required.\n, • Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process.\n, • Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate.\n, • Action and follow up on meeting notes, including investigating existing arrangements\n, • Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client.\n, • Prepare or obtain illustrations for pensions, investments and annuities, where required.\n, • Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements.\n, • Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding.\n, • Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented.\n, • Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case.\n, • Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly.\n, • Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings.\n, • Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover.\n\n \n \n Person Specification \n Qualifications & Experience \n Essential \n\n • Part (minimum) Level 4 CII Diploma in Financial Planning (or equivalent experience).\n, • Educated to A level standard (or equivalent) as a minimum.\n, • A minimum of 2 years’ experience in a financial services administration role.\n\n Desirable \n\n • Degree in Finance, Economics or Business (or equivalent work experience).\n, • A commitment to completing the CII level 4 qualificaiton within a given timescale\n\n Knowledge & Skills Required \n Essential \n\n • Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods – phone, letter, email, etc.\n, • Knowledge relating to pension, investment and protection products and their application in financial planning.\n, • Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role.\n, • Ability to create and maintain accurate computer-based records.\n, • Knowledge of Data Protection legislation.\n, • Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area.\n, • Ability to work within level of authority and to refer work when appropriate.\n, • Demonstrate good time management skills.\n\n Desirable \n\n • Knowledge of the firm, its products, services and procedures.\n, • Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite).\n\n \n Benefits \n\n • Discretionary Bonus | Life assurance | Pension | 24 days holiday increasing incrementally | Health Cash Plan Scheme | Free Parking | Hybrid scheme following initial training and induction\n\n \n \n If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

JLL empowers you to shape a brighter way .Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.Industrial Refrigeration Design EngineerLocation: FlexibleRole:To design and propose industrial refrigeration systems for food manufacturing facilities and logistics cold storage centres. Detailing costs and designs to customers while meeting legislative and customer-specific requirements. To create comprehensive designs from initial briefs and/or drawings, whilst adhering to the latest company and industry standards.Produce detailed design work, consisting of but not limited to: cold room and facility heat load calculations, equipment selections, pumped circulation system design, P&ID development and approvals, concept design presentations, sales stage design applications, engineering specification sheets, pipework isometric drawings, and pipe sizing for ammonia refrigeration systems.This is a remote working role, but attendance at the Leicester office will be required as will site visits, surveys, and client presentations.Main Responsibilities• Carry out site surveys where required• Generate and update enquiry bank• Attend customer scoping and design meetings where required• Produce initial outline design/scope• Produce Design File (electronic or hard copy) in line with ISO 9001 standard• Produce detailed design post sales stage and convert into live project fordelivery team• Conduct heat load calculations, produce engineering sheets and pipework isometric drawings, equipment selections and pipe work sizing• Produce supplier/sub-contractor enquiries for quotations• Produce data for Design of Contracts project handover including: Equipment/supplier/sub[1]contractor procurement schedule, identify PED category of system and inform compliance team if CAT 4, calculate system refrigerant charge, produce high level program of works and high level phasing with support of delivery team• Raise Contract Approval Form to enable project to be booked on system• Mark up drawings and issue to CAD department to produce• Attend site at least once during project installation period, to carry out design review• Assist PM during delivery phase for design queries• Maintain excellent service levels at all times, ensuring a "first Class" service to all customers• Take on projects as and when required and see them through to successful completionFinancial• Produce estimates in line with customer budgets and to agreed company margins• Produce formal scope of works and formal quotations• Assist CM with project variation design and costs• All contracts over £500k to have contract/design review with senior member of staff• To identify means of generating extra revenue through new initiatives (forward thinking)People• One to one session with line manager once a quarter• To treat other colleagues, managers, customers and other stakeholders equally and with courtesy and respect at all times• Where possible - to assist others with tasks that may be outside of the scope of your role• To assist with coaching other colleagues/managers, for cross training purposed in your area of expertiseCompliance• Ensure that all relevant company and legislative policies and best practices are adhered to and always maintained• Inform the relevant Manager of non-conformances and ensure that corrective action is taken• Ensure compliance with all procedures throughout within your remit• Produce Design File (electronic or hard copy) in line with ISO 9001 standard• To ensure Refrigeration industry codes and standards are upheld• To comply with Integrals environmental policies and putting forward new ideas forimproving environmental efficiencies.• Adhere to Group H&S procedures with due regard for business constraints and efficiencyLocation:Remote -Leicestershire, GBRIf this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table!At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.JLL Privacy NoticeJones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.For more information about how JLL processes your personal data, please view our Candidate Privacy Statement .For additional details please see our career site pages for each country.Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.TPBN1_UKTJ

We are looking for HGV C+E Drivers between Monday to Friday offering start times typically between 0100am and 0500am.You will be responsible for safely and efficiently transporting full loads directly to various National locations.Your role involves delivering these goods and then returning to the d

Have you ever thought about a rewarding career in education outside the traditional classroom? Do you have the passion and enthusiasm to make a real difference in the lives of young people with learning disabilities? No experience? No problem! We provide full training -all you need is a positive attitude and a fun, engaging personality. What You Need: A UK manual driving licence GCSEs (Grade C/4 or equivalent) in English and Maths The Role: Join No Limits, where every day is an adventure! You'll work term-time only (35 hours per week, 38 weeks per year) , Monday to Friday, 9 AM – 4 PM. Plus, you'll take part in up to three weeks of training and development during school holidays. This is a community-based role, where you'll deliver personalised education programs to post-16 learners with special educational needs, including ASD, ADHD, and communication difficulties. You'll support them in developing essential life skills such as: Using public transport, ICT skills, Cooking and independent living. Money management. You may also accompany them to work experience or college. Every day brings new challenges and rewarding experiences as you empower young people to build confidence and independence. If you're passionate about making a difference and want a fulfilling career, we'd love to hear from you! You may be supporting someone like Harriet, Harriet, who has a speech impediment and social anxiety, struggled in a classroom setting and was excluded from school. No Limits identified her communication barriers and used technology to help her make choices, regulate emotions, and structure her day. Harriet started using her communication device more regularly, such as ordering food at a café. No Limits introduced additional techniques to enhance her communication. Harriet now attends college with MacIntyre, where her confidence and engagement are steadily improving. Our team builds positive relationships, breaks down barriers, and boosts students self-esteem. Their dedication helps learners achieve their goals and excel. We are always looking for the best individuals to contribute significantly to our continued success. Maybe this could be the start of your next chapter here at Macintyre. "Please note, we are currently unable to offer sponsorships as we await further guidance from the Home Office. Applications requiring sponsorship cannot be considered at this time. We appreciate your understanding." * name changed for privacy #IND What we need from you Perhaps you've worked in special education, as a Learning Support Assistant or Teaching Assistant. Perhaps you've been a Support Worker in the social care sector. However, experience is not essential. For us, underlying ability and attitude are just as important as background and experience. If you have not worked in the field of education before then please don't be put off. We can provide all of the specialist training you need, but we can't train you to be kind, to have initiative, to be friendly and patient; and those are essential qualities for this work. You must be a driver with your own transport , willing and able to travel across the area, supporting young people from their own homes. Reasonable mileage is reimbursed. GCSEs (or equivalent) minimum C grade in English and Mathematics are essential. About us MacIntyre is a national charity supporting more than 1,400 children, young people and adults who have a learning disability or are autistic. For 60 years, we've worked alongside people to build lives filled with opportunity, connection and belonging. Whatever your role, you'll help make that possible. Learn and grow with us Wherever you're starting from, we'll help you succeed. You'll receive a full induction, a mix of online and face-to-face training, and mentoring from experienced colleagues while you learn the role. As your career develops, you'll have access to ongoing learning, professional qualifications where relevant, and opportunities to progress, all fully supported by MacIntyre. Pay and benefits Alongside your salary, you'll enjoy a range of benefits including: 5.6 weeks' annual leave per year including public holidays Pension scheme Paid DBS check Health and wellbeing support, including an Employee Assistance Programme Shopping discounts through Blue Light Card and our staff discounts scheme Ongoing training and career development See the full range of benefits on the Careers page of our website. How to apply Click Apply to complete a short application and upload your CV. We may close this vacancy early if we receive enough applications, so we encourage you to apply as soon as possible. Please note: we do not offer Skilled Worker visa sponsorship . You must already have the right to work in the UK. Safer recruitment We are committed to safeguarding the children, young people and adults we support. If we offer you a job, we'll work with you to complete the appropriate pre-employment checks. Equality, diversity and inclusion We welcome applications from people of all backgrounds and are committed to building a diverse and inclusive workforce that reflects the communities we work in. If you need any adjustments during the recruitment process, we're happy to help, call us on 01908 357016. Our recruitment website also includes accessibility tools such as translation, OpenDyslexic font and display options. TPBN1_UKTJ

Paraplanner Do you have the skills to fill this role Read the complete details below, and make your application today. Leicestershire (our ref AL1420) Salary £40,000 - £50,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Advisers Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team.You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner and act as a key point of contact for clients throughout the initial advice process. Action and follow up on meeting notes, including investigating existing arrangements, where required, by o btaining, reviewing and recording information relevant to the new advice. Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification - Qualifications & Experience Essential Level 4 CII Diploma in Financial Planning (or equivalent). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable 2 years experience in a Paraplanning role. Financial Planning experience. Degree in Finance, Economics or Business (or equivalent work experience). Person Specification - Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). xrnqpay Benefits Discretionary Bonus | Life assurance | Pension | 24 days holiday increasing incrementally | Health Cash Plan Scheme | Free Parking | Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website .

Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Advisers Best Financial Advisers to Work for award for the fourth time.They now have an exciting new opportunity for aCII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a minimum of 2 years experience within financial services administration is required along with a minimum of part completion of the CII Diploma qualification. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part Level 4 CII Diploma in Financial Planning as a minimum (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to completing the CII level 4 qualification wthin a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus | Life assurance | Pension | 24 days holiday increasing incrementally | Health Cash Plan Scheme | Free Parking | Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website. TPBN1_UKTJ

The Best Connection in Leicester is seeking an entry level Recruitment Consultant to manage the full 360 cycle—from business development to candidate placement.

Entry Level Recruitment Consultant (No Experience Needed) – manage the full 360 recruitment cycle, from business development to candidate placement.Build strong, long‑term relationships with both clients and candidates.Identify and win new business through sales calls and face‑to‑face client

HGV Class 1 Driver needed for deliveries.Requires a valid license and CPC.Offers various pay rates and benefits.

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Fabric Engineer to work within our Integral Cooling Technology Business Unit across the midlands and UK (Northampton) Location Midlands South but expected to travel nationwide Duties and Responsibilities The role of a fabrication engineer requires the ability to undertake numerous tasks to support the cabinet operation. Spare Parts control, to support present and new customers Night blind fitting Evaporator fitting, both manufacturers and bespoke Full store removal Case moves for as per program of works Case refurbishment LED light works. End wall supply and fitting. Trim heaters Fans replacements Bumper replenishment Door handles Temporary cabinets Door seals Glazes Light diffusers and clips Manufacture and fitting of bespoke replacement panels and parts. Waste Management Cabinet Hire support Energy Works Cabinet installation as per program of works Compliance Ensure that all relevant company and legislative policies and best practices are adhered to and maintained at all times. Inform the relevant Manager of non-conformances and ensure that corrective action is taken. Carry out site specific Risk Assessments to ensure all safety procedures are taken into account and in place prior to works. (These are to be sent back to branch on a monthly basis). Near miss reporting and accident logging, in the event of either, they must be reported to the branch QSHE Co-ordinator. Ensuring PPE is fit for purpose and worn at all times whilst carrying out the installation. Any requirement for new PPE will be supplied via the Branch. Keep all PAT testing of electrical equipment up to date, if items are due for renewal the Branch QSHE Co-ordinator must be informed; PAT tests will then be arranged. Carry out Van inspection for a minimum of twice a year; these will be scheduled in by the Branch QSHE co-ordinator. Calibration of gauges and equipment - all equipment must be calibrated and certificated; this must be kept up to date and in date prior to any use. If tooling is out of calibration, make the Branch Coordinator aware. From there the relevant actions will be taken. (A copy of the certificate must be sent to the Branch and in turn a copy kept with the engineer). Keep all Integral standard Risk Assessments and Task Procedures in a file in the van at all times with copies of all training certification. Keep copies of all pressure test regulation and customer specific pressure test details; this will include copies of all pressure test certificates. Responsible for completing the pressure test certificate upon completion of testing and issue to the branch on a weekly basis. Ensure compliance with all procedures throughout within your remit. To ensure Refrigeration industry codes and standards are upheld. To comply with Integrals environmental policies and putting forward new ideas for improving environmental efficiencies. Adhere to Group H&S procedures with due regard for business constraints and efficiency. Qualifications & Experience Minimum 3 years of experience in similar role In-depth understanding of the end-to-end associated activities Ability to communicate effectively (written and verbal), coupled with strong influencing skills - particularly at a senior level. Proven track record of success Unyielding attention to detail that results in zero error/defects. Flexible and proactive with ability to work under their own initiative with a high degree of energy, assertiveness and creativity. Excellent team leading skills and strong organisational capability Commitment to collaboration and teamwork Ability to work to tight deadlines, manage multiple projects and work under pressure. Microsoft Word, PowerPoint and Excel skills CSCS Card an advantage (Training will be provided if necessary) Full UK Driving License Proven history of working with a wide variety of customers The desire and ability to work in both retail and Ability to be customer focused. Ability to consistently deliver a quality outcome through attention to detail. Communicate effectively and professionally with other team members and customer representatives. Adapt quickly and positively to change. Willingness to work nationally ('working away' is required) Computer literate with experience of a variety of IT systems (both Microsoft and customer-specific) Support the company stated aim of 'Achieving Engineering Excellence'. Location: On-site -Leicestershire, GBR If this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table! At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement . For additional details please see our career site pages for each country. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. TPBN1_UKTJ

Financial Services Planning Manager Location: Leicester (our Ref AL1419) Salary: Negotiable up to c£65,000 dep on experience + benefits My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence. They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. The successful applicant will be CII Diploma level 4 qualified and will likely have a proven track record as a Financial Adviser. You may even be looking to sell your client bank but still want to be involved...the options are all on the table! Job Summary: The successful candidate will provide strong day-to-day leadership to the team of IFA professionals, ensuring they operate effectively, efficiently, compliantly, and in line with commercial objectives. The role will focus on improving team performance, maintaining high professional standards, supporting development and accountability, and delivering sustainable profitable growth through excellent client outcomes and well-managed operations. Key Responsibilities: Lead, manage, and support the adviser team to ensure strong performance, clear accountability, and consistent achievement of business and client service objectives. Drive improvements in team effectiveness and efficiency by embedding clear processes, performance management, and best practice across the function. Work closely with compliance, operations, marketing, and product teams to ensure the team operates within regulatory requirements and supports wider business objectives. Oversee the quality and consistency of client service, ensuring strong client outcomes, high retention, and a professional, compliant approach across the team. Support the recruitment, onboarding, training, and ongoing development of financial advisers to build a capable, motivated, and high-performing team. Monitor team performance, workflow, market trends, and client needs to identify opportunities to improve productivity, service quality, and profitability. Prepare and present performance, operational, and commercial reporting to senior management, with recommendations to improve efficiency, compliance, and profitable growth. Qualifications: Proven experience in leading and managing teams within the financial services sector, with a track record of improving performance and maintaining high professional standards. Strong understanding of how to manage adviser teams effectively, including coaching, performance management, and developing efficient working practices. Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous. Strong understanding of financial products and services, including investments, pensions, and insurance. Excellent leadership and team management skills, with the ability to motivate others, drive accountability, and foster a collaborative, compliant culture. Strong communication, negotiation, and interpersonal skills. Ability to analyse performance and operational data, identify trends, and make decisions that improve efficiency, service quality, compliance, and profitability. Proficiency in CRM software and Microsoft Office Suite. Why Join: Competitive salary and performance-based incentives. 25 days holiday plus bank holidays (increasing by 1 day at 5- and 10-years service) Generous non-contributory group pension scheme, commencing after three months continuous service. Optional personal pension contributions via salary sacrifice Free death in service benefit (subject to qualifying criteria). Modern-design air-conditioned offices, with free parking. Opportunities for professional growth and development, including support to achieve chartered status. Employee Assistance Programme Collaborative and supportive work environment. A chance to make a significant impact in a respected independent financial advice firm. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website. TPBN1_UKTJ