Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm. Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes. Key Responsibilities Conduct technical and product research across a range of financial planning areas Produce high-quality suitability reports and recommendation documentation Assist with cashflow forecasting and financial planning analysis Liaise with providers and third parties to obtain information and progress cases Support the delivery of compliant, client-focused financial advice Maintain accurate client records and documentation About You...

Who are Diligenta? Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development. Summary of the role We currently have a vacancy for a Senior Claims Assessor in the claims department in Bristol, Salisbury or Peterborugh. This role involves making fair, correct, efficient decisions whilst hitting our targets as well as effectively assessing claims in at least one or more of the following areas, depending on the business need: Income Protection & Waiver of Premium, Critical Illness, Permanent Total Disability and Death claims. What you'll be doing Making admittance and medical decisions and make recommendations within admittance authority for declines /...

Job Description: Job Purpose The Financial Analyst II role, for Intercontinental Exchange’s (ICE) Exchanges segment, is a London-based role reporting to the Senior Manager of Finance. This role partners closely with Accounting, Strategic Financial Analytics, and various senior leadership (including Exchange Product Sales Leads and the President of ICE Futures UK).   The Financial Analyst II, Finance leads monthly reporting, supports ICE customer inquiries, and maintains customer rebate calculation processes.   Responsibilities Support the monthly rebate calculation and payment process for ICE Futures Europe (IFE) and ICE Futures Abu Dhabi (IFAD), including raising payments accurately and on schedule, arranging the associated funding, and handling related queries from stakeholders in a timely and professional manner. Maintain program changes for rebate programs Create and update Service Now (SNOW) tickets for payments with variance comments included Create the Customer...

The Woodland Trust is looking for a Facilities Manager to lead on insurance, contractor sourcing and supplier relationships across our facilities portfolio, making sure we have the right cover, robust risk management and strong value for money. Working collaboratively across the Trust, you'll bring good governance and commercial thinking to help us manage risk and protect the organisation. The Role: Lead procurement activity across Facilities, insurance, fleet, services and capital works, ensuring robust decision-making, value for money, quality, compliance and sustainability. Manage key contracts and suppliers, including insurance, monitoring performance, compliance, budgets, value for money and sustainability, and lead market-testing activity. Oversee insurance arrangements, ensuring appropriate cover, legal and regulatory compliance, risk management and assurance across the Trust. Develop, maintain and test the Trust's Emergency Management Framework (EMF), ensuring...

Equity Middle Office Associate - Cash Prime Brokerage A leading global financial services organisation is seeking an Equity Middle Office Associate to join its Cash Prime Brokerage team in London. This role offers you the opportunity to work at the heart of a highly respected institution, you will be part of a knowledgeable and supportive team that values collaboration, diversity, and continuous learning. The position provides direct exposure to hedge fund clients, prime finance trading teams, and operational support functions, ensuring you gain a comprehensive understanding of how the Prime division operates. With flexible working opportunities, generous pension contributions, and access to extensive training programmes, this is an ideal environment for those who thrive in communal settings and are eager to develop their skills within a client-facing capacity. What you'll do: Collaborate closely with project teams and trading desks to support the expansion of the...

Job Title: Protection Advisor Location: Marshall House, 2 Park Avenue, Sale, M33 6HE Salary: £30,000 - £35,000 depending on experience and if you have R05 qualification Job Type: Full time, Permanent. We are seeking a motivated and customer-focused Life Insurance Advisor to join our growing life insurance brokerage. The successful candidate will provide expert advice to individuals and families, helping them identify the most suitable life insurance solutions from a panel of leading insurers. The role involves building trusted client relationships, conducting comprehensive financial protection reviews, and delivering exceptional customer service throughout the client journey. Key Responsibilities: Consult with prospective and existing clients to understand their financial protection needs and objectives. Recommend suitable life insurance products, including: Life Insurance Critical Illness Cover Income Protection Compare products from...

Actuarial Analyst GMP Home Based We are looking for an Actuarial Analyst to join the team and work on a wide range of DB pensions projects for DB pensions clients and bulk annuity providers. This role would suit someone with pensions experience looking to move into an actuarial career that has worked on DB pensions calculations, has strong excel and ideally worked on pensions projects. If you want to study for the actuarial exams study support is available. Job title: Actuarial Analyst GMP Job Description: Work includes: Benefit calculation audits Data validation/audits and improvement/creation projects  Benefits and data due diligence Benefit correction/rectification exercises Benefit calculation proforma for administration teams to use on smaller clients Calculations testing (both doing calculations to test against automated results and using pensions knowledge to identify errors in/improve automated calculations) Benefit summary specification...

Following the successful launch of Sopra Steria Financial Services, a regulated entity in 2021, the business continues to grow in size; with a particular focus on developing and building a collections-based business. The business itself has grown exponentially since its launch, now supporting both government and commercial based clients through a team of around 40 colleagues. As a member of the wider Shared Services Risk Management team, you'll support developing a culture which is both customer and outcome obsessed by defining, developing and delivering practices that drive positive outcomes. You'll play a key role in leading and supporting the implementation and strengthening of the Risk Management Framework (RMF) and supporting risk frameworks and policies. You'll play a key role in enhancing and enabling the overall service using: Industry and regulatory expertise in Risk Management / Risk Frameworks in order to: Maximise data (analytics, performance measures,...

About Us Where Innovation meets Excellence. Be a part of a globally renowned management consulting firm that is on the front-line of industry disruption. We are a mid-size player with a supportive, entrepreneurial spirit that works with a market-leading brand in every sector, while our parent organization Infosys is a top-5 powerhouse IT brand that is outperforming the market and experiencing rapid growth. Our consulting business is annually recognized as one of the UK’s top firms by the Financial Times and Forbes due to our client innovations, our cultural diversity and dedicated training and career paths we offer to our consultants. We are committed to fostering an inclusive work culture that inspires everyone to deliver their best. The Team Our Financial Services and Insurance practice supports some of the largest global firms and most recognizable local brands solve their biggest challenges in today’s age of digital and AI led transformation. With diverse services,...