About the Role An established and growing wealth management firm is seeking a talented Paraplanner to join its friendly and professional team. Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions to a broad client base including high-net-worth individuals, business owners, and retirees. This is an excellent opportunity for an experienced Paraplanner looking to develop their technical expertise within a supportive and client-focused environment. Key Responsibilities Prepare suitability reports, recommendations, and financial planning documentation. Conduct detailed research across pensions, investments, protection, and retirement planning products. Analyse existing client arrangements and identify planning opportunities. Assist Advisers in developing bespoke financial strategies for clients. Ensure all recommendations comply with regulatory and company standards. Liaise with providers, clients, and...

An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing financial planning team. With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients. The Opportunity You'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis and producing compliant, well-structured suitability reports across a broad range of advice areas. This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment. What You'll Need Previous experience working as a Paraplanner (or in a similar technical financial planning role)...

We’re Civica and we make software that helps deliver critical services for citizens all around the world. From local to state government, to education, to health and care, over 5,000 public bodies across the globe use our software to help provide critical services to over 100 million citizens. Our aspiration is to be a GovTech champion everywhere we work around the globe, supporting the needs of citizens and those that serve them every day. Building on 21 years of continuous growth and success, we're at a pivotal point on our journey to realise that aspiration. Why you will love this opportunity as a Revenues, Housing Benefits, Assessment & OnDemand Officer at Civica If you know Revenues and Benefits inside out — and you thrive on accuracy, legislation, and delivering real outcomes — this is your opportunity to step into a high-impact OnDemand role with Civica . We’re looking for experienced professionals who can confidently manage Revenues, Housing Benefit, or Financial...

Middle Office Analyst Location: City Centre, Manchester Contract Type: 12 Months ( 4 days onsite ) Our client, a leading financial institution, is seeking a dedicated Middle Office Analyst to join their dynamic team in the heart of Manchester. This is an exciting opportunity to play a vital role in ensuring seamless operations within the middle office function of the organisation. If you thrive in a fast-paced environment and have a keen eye for detail, this role is tailor-made for you! Key Responsibilities: - Perform crucial collateral administrative duties for middle office clients, encompassing: - Reconciliation of traded positions - Margin call, margin movement, and margin settlement - Issue and dispute resolution Complete reconciliation for collateral clients, including unmatched and failed cash/trade activity. This will involve direct engagement with clients and brokers to ensure timely investigation and resolution. Support clients in overseeing and monitoring...

Work with us and help make a difference! Salary: £45-50,000 FTE, dependent on experience Hours: 15 hours (2 days per week) Contract: Permanent Help us make homelessness rare, brief and non-recurring. Harrogate Homeless Project (HHP) is a leading local charity supporting people experiencing homelessness and housing insecurity across the Harrogate district. We are seeking an experienced and motivated Financial Controller to join our senior team and play a pivotal role in ensuring the financial sustainability and growth of our organisation. This is an exciting opportunity for a finance professional who wants to use their skills to make a meaningful difference in the lives of vulnerable people whilst helping shape the future of a respected and ambitious charity. About the Role Reporting directly to the Chief Executive, the Financial Controller will oversee all financial and accounting activities across the organisation. Working closely with our Finance...

Buiness Performance Analyst Salary: Up to 36,000 dependant on experience plus bonus and Veolia benefits. Hours: 40 hours per week Location: Sheffield (Lumley Street) with hybrid working When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a year, for you and family...

RK Accountancy are working with a well established finance / insurance company just off the M65 motorway junction, who are recruiting for a Risk Co-ordinator role. The successful candidate will have at least 1 years experience in insurance, financial services or asset finance/ factoring. Please note this is essential for this Risk Co-ordinator role. Experience you will gain:- • Exposure to credit risk management, including underwriting oversight, portfolio monitoring, and governance processes • Hands-on experience in monitoring large exposures, annual credit reviews, and in-life asset audits across a diverse lending portfolio • Practical experience preparing audit packs, supporting audit reviews, and coordinating remediation actions arising from audit findings • Insight into regulatory and internal credit policy frameworks, with exposure to how policies are applied in a live business environment • Exposure to governance and escalation processes, developing...

My client is currently looking for an experienced Paraplanner to join their team in Wigan. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning. This is a hybrid working role with 3 days in the office and 2 from home. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given Assist...

An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning. The role: Conducting in-depth financial reviews for clients, understanding their goals and objectives. Providing expert advice on investment, retirement planning, estate planning, and other financial matters Building and maintaining strong client relationships Package: Base Salary: £50,000 - £80,000 DOE Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation Key Requirements: Experience in financial advice CAS status (Competent Adviser Status) is essential Proven experience in pension advice Perks:...