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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.

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.

Client Relationship Manager Financial Services AdministratorLeicester (our Ref AL1418) office based with potential of hybrid after qualifying periodSalary to c£27,000 pa + benefitsI am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.More about the role:Work closely with the consultants to support and ensure clients needs are metPreparation work for client meetingsAttending clients meetings, taking meeting notes (on/off site)Coordinating action points from meetings and completing work requiredResponsible for communication with clients (phone calls/emails etc.)Researching and collation of information in relation to advice being given to clientsLiaising with external providers on client queriesRequesting illustrations required in respect of new and existing businessProcessing of new business completed in line with compliant procedures and policiesUpdating client records and electronic foldersAbility to use cashflow modelling software to aid the wealth management and estate planning processThe successful applicant will:Have a minimum 2 years experience in a similar rolePossess an understanding of financial services including investments, pensions and estate planningHave excellent customer service skills and attention to detailBe able to proactively manage client affairs in a prompt and efficient mannerHave excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writingHave an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environmentBe able to work in a team within an open office environmentBe honest and resilient, with the ability to resolve issues sooner rather than laterBenefits package:In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.Your benefits package includes the following:Group PensionLife AssuranceIncome ProtectionHealth Cash PlanPlus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you!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 \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.

About The RoleAs a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances. Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do. We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026. We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=. We have a fantastic opportunity for a self-motivated and driven individual to join us as a Platform Business Development Manager. The role will be based remotely covering Midlands so the successful candidate will need to be based locally in the area. The successful candidate will be proactive in developing and maintaining business partnerships with key intermediary accounts to support the delivery of LV=’s adviser platform proposition. Key ResponsibilitiesDevelop, maintain and report on a panel of wealth management / IFA accounts.Initiate and develop business relationships, and agree an appropriate contact strategy with firms, to increase our distribution footprint.Visit wealth management / IFA accounts according to an agreed contact and engagement strategy, and as directed by the Divisional Sales ManagerDeliver agreed targets by business mix and volume within budget.Collaborate with the off-platform sales team to achieve the shared goal, placing the achievement of team and LV= goals above the achievement of personal goals.Contribute to the business plan, deliver business objectives and collaborate with the Savings & Retirement Distribution leadership team, and the wider business.Provide management information and market intelligence to support the development of the business plan. Ensure all activity with customers is consistently compliant and meets the required standards defined by the LV= Corporate Governance function.Develop and maintain an expert level of knowledge on the Retirement Income marketMaintain and develop knowledge of the holistic LV= retirement proposition, competitor product offerings, positioning and technical/sales skills to enhance personal effectiveness and efficiency.About YouEssential requirements for the role:Experience working with advisers specifically in the advised platform marketFull understanding of how the intermediated distribution market operatesAwareness/experience of smooth fund solutions in the marketplaceProven account management, and/or business development experience in advised platform marketProven track record in negotiating/influencing and delivering to agreed sales targets in the IFA market.An understanding of the regulatory framework together with a good working knowledge of our regulator’s rules and compliance proceduresDesirable:QCF Level 4 qualification desirable Rewards and Benefits At LV= Savings and Retirement, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes: •30 days' holiday, with the option to buy up to 5 additional days •Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements) •An annual bonus scheme based on personal performance •Single-cover private medical insurance (with the option for you to upgrade to family cover) •Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover and dental insurance •Up to 20% discount on our life products for you and your immediate family •A group life assurance policy with 4 x your basic pay to go to your dependents (you’ll have the option to increase to 8 x cover) •Group Income Protection (if you become a member of the Pension scheme and reach 5 years of service) •Access to our Employee Assistance Programme (EAP) for support when you need it •A virtual GP service •Shared parental leave •Up to 20% discount on our life products for you and your immediate family. Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold. Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered. About YouAbout UsWe’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen. If you are offered this role as an internal secondment, please note your base band benefits will not change during the secondment. Go on, bring your true self to LV=.Internal Advertising End Date21 Aug 2026All LocationsArea Based Worker (sales roles only)All Locations is a required fieldAll DepartmentsS&R SalesAll Departments is a required fieldAdvertising SalaryNot SpecifiedVacancy TypePermStrategic Business UnitPS&R

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

You'll report into a passionate Payroll Manager and play an integral part of ensuring all areas of payroll are compliant with HRMC, pensions and payments. What do we require as the Payroll Administrator?. RECfinancial are currently shortlisting for this Leicestershire based business as it looks to r

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

About The Role Were looking for an experienced Payroll Team Leader to join our Group Payroll team at Oak Meadow, Leicester. This is an important role within the team, responsible for ensuring our weekly and monthly payrolls are processed accurately, efficiently and on time across the Group. Working closely with the Group Payroll Manager and Payroll Administrators, youll provide leadership and support to the team while helping to drive consistent, high-quality payroll processes and service delivery. Key Responsibilities: • Supporting the processing of weekly and monthly payrolls across the Group, including PAYE, NIC, statutory payments and deductions., • Leading and supporting Payroll Administrators, sharing knowledge and promoting consistent best practice., • Managing pension deductions, returns and associated administration across the Groups pension schemes., • Processing starters and leavers, including final payments, and resolving payroll queries., • Supporting year-end payroll activity, system testing and ensuring systems are set up correctly so colleagues are paid accurately., • Collecting, analysing and collating payroll data for reporting and audit purposes.About You We believe success comes from collaboration and diverse perspectives. At Samworth Brothers, we value team players who are driven to achieve great results together. Youll bring the following skills and experience: • Previous payroll leadership experience., • Strong knowledge of payroll processes, including PAYE, NIC, pensions and statutory payments., • Experience using cloud-based payroll systems, ideally Access People XD., • Advanced Excel skills, including PivotTables, lookups and complex formulas, with experience working across multiple workbooks., • Excellent attention to detail, with a highly accurate and thorough approach., • A collaborative team player who can build positive relationships and deliver excellent customer service., • Self-motivated, adaptable and able to work effectively under pressure while taking ownership and delivering results.What We Offer Were building a workplace where different ways of thinking are not just welcomed but supported, with clear communication, flexible processes, and a commitment to continuous improvement so everyone can thrive. Company pension scheme Access to health and well-being support, such as healthcare, optical and dental discounts Employee discount scheme Experience annual pay reviews Profit related pay Opportunity for extended leave Free on-site parking Unlock your potential through training and growth opportunities About UsSamworth Brothers is a fourth-generation family business, trusted by many of the UKs best-known retailers to produce high-quality own-label products. Alongside these, were proud to craft and deliver our own iconic brands, including Ginsters, Soreen, Higgidy, Dickinson & Morris, Urban Eat, West Cornwall Pasty Company, and Walker & Son. With over 10,000 talented colleagues working across our modern, well-invested food manufacturing sites nationwide, were committed to excellence in everything we dofrom the food we make to the careers we build. At Samworth Brothers, youre more than just an employee, you are part of our strong family culture. Our collaborative approach and strong team spirit help us support one another and achieve great things together. As part of a well-established group, we offer stability, opportunity, and a place where you can truly thrive. Ready to make a difference? Join us and be part of something special! Were proud to be an Equal Opportunities employer making diversity and inclusion a core part of everything we do. We also actively welcome applications from neurodivergent individuals and are committed to a recruitment process thats fair, respectful, and free from bias. If you need any adaptations to the application or interview process, please do let us know. Samworth Brothers do not engage with unlicensed gangmasters or third parties. Samworth Brothers will NEVER ask you for money in order to provide you with employment. If you are in any doubt, please contact an official Samworth Brothers representative. JBRP1_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

Our client prides themselves on ensuring each client receives a dedicated service, fostering strong relationships and delivering exceptional customer service As Deputy Administration Manager your role will involve: Oversee annual and ad-hoc projects for defined benefit (DB) schemes Monitor and ens

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

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