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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.

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.

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.

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.

Paraplanner Leicestershire (our ref AL1420) Salary £35,000 - £42,000 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). 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

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

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

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Pensions Quality Assurance Manager (ref: 112500). We’re seeking a strong pensions technical professional for a newly created Quality Assurance Manager role. Lead the development of QA frameworks across key pensions areas including GMP Equalisation, Pensions Dashboards, and core administration.

To support the Pensions Governance Team with its governance of the Group's UK pensions and life assurance. Responsible for monitoring developments in the pensions industry and, where relevant, implementing changes. Taking the lead on the delivery of the Pensions Dashboard and its ongoing maintenance

Money and Pensions Service (MaPS) is seeking a Marketing Manager on a 12-month FTC based in Bedford with hybrid working. You will collaborate with the Senior Campaigns Marketing Manager to plan and measure campaigns using paid media.

The responsibilities of the Pensions Manager will be:. The ideal candidate for the Pensions Manager role will have:. Build and maintain strong relationships with auditors, actuaries, investment managers, employers and governance boards.

Defined Benefit Pensions - Calculations Manager. We are seeking a skilled and experienced Technical Manager to join the Onboarding Calculations Team within our Pension Risk Transfer (PRT) Client Services function. Supporting Team Managers with the ongoing development and coaching of the wider team.

Grant Thornton in the UK is seeking an enthusiastic and commercially minded Actuarial & Risk Modelling Manager to join the team that supports pensions, valuations and financial risk matters. You will lead pensions actuarial engagements, manage client relationships, review work, mentor juniors and co

My client, a leading pension consultancy, currently seek an experienced Pensions Administration Manager to head up administration for their growing Essex based team. Applicants must possess a proven background in Pensions administration, especially Defined Benefit and associated calculations. You wi

Senior Project Manager – PensionsLocation: UK - Remote with some travel to client site / London We are working with a leading Pensions Administration and advisory business<

Key Responsibilities Act as a trusted adviser to clients, third parties, and internal teamsBuild strong stakeholder relationships across all levelsProvide guidance on complex pensions i

They’re looking for qualified pensions actuaries or those with significant UK DB pensions experience to join their team. POSITION: Senior Manager – Pensions Actuarial Consultant. As a challenger in the industry, they are looking for individuals with excellent pensions consulting and technical sk

Senior Pensions Technical Manager, Chesterfield, Hybrid. A company that specialises in workplace pension schemes are seeking a dedicated professional to join the company, as a Senior Pensions Technical Manager. They are looking for someone with previous Pensions Administration and Defined Benefits (

Work within the Councils estate of buildings undertaking cleaning duties as directed by line manager in accordance with the practices and procedures of the service.

Early Learning Support Worker (Supply).Renfrewshire Council are looking to recruit enthusiastic and caring early learning support workers for our general supply pool.Appointable candidates will be required to work on a temporary basis covering short or long-term requirements within early learning an

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You must have ability to motivate staff and demonstrate initiative, ability to form positive relationships with service users and colleagues and to work as part of a team, ability to communicate effectively and clearly with services users, colleagues and managers both verbal and in writing with a re

Cleaner (Permanent) (15/5057).Join our award-winning school cleaning team.We’re proud of our award-winning service, recognised with:.ASSIST-FM Contribution to Cleaning Award - 2022.APSE Building Cleaning Innovation Award - 2023.Building Cleaning Most Improved Performance Networks Award – 2024.

Work within the Councils estate of buildings undertaking cleaning duties as directed by line manager in accordance with the practices and procedures of the service.

Empower Children’s Lives, One Shift at a Time! Looking for a role that’s as flexible as you are? At Wilderness Way, we’re on the lookout for passionate individuals to join our team as on a bank basis.If you're ready to make a difference in the lives of children and young people, we want to h

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Female Support Worker – Full Time (39 Hours).Hours: Full time 39 hours per week on a rota basis - we ask for flexibility Monday to Sunday across all shifts.Salar

ApexFocusGroup collaborates with research firms, universities, and trusted brands to gather genuine consumer insights.We help connect everyday people with flexible work at home market research opportunities that influence real products, services, and customer experiences.Role Overview: We are we