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 /...

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...

We are part of one of the UK's leading specialist financial planning groups, bringing together some of the country's finest independent financial planners, technical experts, and investment professionals under one national umbrella. With a network of offices across the UK and a shared purpose of enriching clients' lives, we combine the scale, resources and technical depth of a national group with the personal touch and reputation of a well-established local business. Our advisers work on an independent, whole-of-market basis, providing bespoke, life-centred financial planning to a broad range of clients - from individuals and families to business owners - covering everything from retirement and investment planning to inheritance tax and estate planning. We're proud of our collaborative culture, our commitment to the highest regulatory and professional standards, and our genuine investment in our people's development. Joining us means becoming part of a supportive local team,...

Actuarial Analyst Shape Brighter Futures with Wesleyan Established in 1841, Wesleyan help trusted professionals-GPs, hospital doctors, dentists, and teachers-secure their financial future. Today, we're proud to continue that mission with passion and purpose. If you're looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we'd love to hear from you. Find out more about who we are: careers.wesleyan.co.uk About the Role We're looking for an Actuarial Analyst to join our Group Finance team, where you'll have the opportunity to work across a broad range of actuarial disciplines, supporting business-critical activities including capital management, financial reporting, product pricing, data, regulatory change and with-profits business. This is an excellent opportunity for a graduate or part-qualified actuary looking to develop their technical expertise while gaining exposure to a...

What's in it for you? 25 days' holiday + bank holidays 6% pension contribution Wellbeing support + long-service sabbatical Discounted gym membership Income protection Life & health insurance Fantastic, modern offices Hybrid working - 2 days WFH Must have's Experience in an insurance technician, technical processing or insurance operations role Good understanding of insurance principles and the policy lifecycle Knowledge of broking, claims, premiums and/or delegated authority Understanding of London Market processes and insurance distribution Strong organisation skills with the ability to manage competing priorities Confident using Excel and relevant business systems Strong communication and stakeholder management skills CII Cert or equivalent technical knowledge/experience Nice to have's Experience working within the London Market Experience checking or quality-controlling colleagues' work Experience supporting or...

Role Summary Responsibilities : Be the data-driven partner the Finance team relies on. Translate business needs into analytics, deliver Power BI dashboards, and define meaningful KPIs across functions to inform decisions Salary: £40,000 to £45,000 per annum (please note that we have established salary bands that are determined by your level of educational attainment to ensure a fair and consistent approach for all applicants, eliminating the need for individual negotiations) Benefits : Discretionary profit share bonuses paid twice per year, hybrid and flexible working options, generous holiday allowance, private medical insurance, critical illness cover, income protection, full funding for external training, and more Role Type : Full-time, permanent role Start Date : : We are recruiting for start dates throughout 2026, which occur on a monthly basis. You will be asked to state your availability on your application form Application Deadlines : Whilst there are...

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. 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...

Operations Team Leader - Insurance Birmingham £45,000-£50,000 A specialist B2B insurance intermediary is looking for an Operations Team Leader to take ownership of day-to-day operations from their Birmingham office. This is a hands-on role combining people management, operational control, and regulatory compliance oversight - ideal for someone who enjoys building efficient processes within a small, close-knit team with genuine scope to shape how the office runs. Reporting to: Head of Operations What you'll be doing: Managing a small team, ensuring smooth day-to-day running of the office in line with business goals Overseeing premium collection and claims handling processes Maintaining accurate, up-to-date company records Acting as primary point of contact for audit requests from underwriters, auditors, and regulators Coaching and developing the team to perform at their best Owning the accuracy and timeliness of financial and bordereaux returns to...

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...