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An opportunity has arisen for a Mortgage Broker to join a well-established mortgage and financial brokerage firm, offering tailored financial planning, mortgage, and investment solutions.
As a Mortgage Broker, you will provide expert mortgage advice, support clients through the entire process, and help them secure the best possible deals.
This full-time role offers a minimum salary of £30,000 and benefits.
You will be responsible for:
* Assisting clients through every step of the mortgage journey, from consultation to completion.
* Staying up-to-date with market trends, lender products, and compliance requirements.
* Cultivating and maintaining strong client relationships.
* Collaborating with lenders, solicitors, and other parties to ensure smooth transactions.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* At least 1 year of selling experience
* CeMAP qualified.
* Knoeledge of mortgage products and compliance standards.
* Strong communication and interpersonal skills.
Shift:
* Monday to Friday: 9am - 5pm
What's on offer
* Competitive Salary
* Generous holiday allowance (including your birthday off)
* Flexible working hours to suit your lifestyle
* No weekend work required
* Ongoing professional development and training
* A supportive team and modern resources to help you succeed
* Opportunities for career progression
This is an excellent opportunity to develop your mortgage career with full independence and the backing of a trusted financial services team.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Norwich, England
Start:
Duration:
Salary / Rate: £30000 Per Annum
Posted: 2025-11-18 16:27:04
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An opportunity has arisen for a Mortgage Advisor to join a well-established mortgage and financial brokerage firm, offering tailored financial planning, mortgage, and investment solutions.
As a Mortgage Advisor, you will provide expert mortgage advice, support clients through the entire process, and help them secure the best possible deals.
This full-time role offers a minimum salary of £30,000 and benefits.
You will be responsible for:
* Assisting clients through every step of the mortgage journey, from consultation to completion.
* Staying up-to-date with market trends, lender products, and compliance requirements.
* Cultivating and maintaining strong client relationships.
* Collaborating with lenders, solicitors, and other parties to ensure smooth transactions.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* At least 1 year of selling experience
* CeMAP qualified.
* Knoeledge of mortgage products and compliance standards.
* Strong communication and interpersonal skills.
Shift:
* Monday to Friday: 9am - 5pm
What's on offer
* Competitive Salary
* Generous holiday allowance (including your birthday off)
* Flexible working hours to suit your lifestyle
* No weekend work required
* Ongoing professional development and training
* A supportive team and modern resources to help you succeed
* Opportunities for career progression
This is an excellent opportunity to develop your mortgage career with full independence and the backing of a trusted financial services team.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Norwich, England
Start:
Duration:
Salary / Rate: £30000 Per Annum
Posted: 2025-11-18 16:25:59
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An opportunity has arisen for a Mortgage Consultant to join a well-established mortgage and financial brokerage firm, offering tailored financial planning, mortgage, and investment solutions.
As a Mortgage Consultant, you will provide expert mortgage advice, support clients through the entire process, and help them secure the best possible deals.
This full-time role offers a minimum salary of £30,000 and benefits.
You will be responsible for:
* Assisting clients through every step of the mortgage journey, from consultation to completion.
* Staying up-to-date with market trends, lender products, and compliance requirements.
* Cultivating and maintaining strong client relationships.
* Collaborating with lenders, solicitors, and other parties to ensure smooth transactions.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* At least 1 year of selling experience
* CeMAP qualified.
* Knoeledge of mortgage products and compliance standards.
* Strong communication and interpersonal skills.
Shift:
* Monday to Friday: 9am - 5pm
What's on offer
* Competitive Salary
* Generous holiday allowance (including your birthday off)
* Flexible working hours to suit your lifestyle
* No weekend work required
* Ongoing professional development and training
* A supportive team and modern resources to help you succeed
* Opportunities for career progression
This is an excellent opportunity to develop your mortgage career with full independence and the backing of a trusted financial services team.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Norwich, England
Start:
Duration:
Salary / Rate: £30000 Per Annum
Posted: 2025-11-18 16:24:49
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An opportunity has arisen for a Mortgage Consultant to join a well-established brokerage providing tailored residential, buy-to-let, commercial, and development finance solutions.
As a Mortgage Consultant, you will be advising clients on a full spectrum of mortgage options while developing your own portfolio within a supportive and flexible environment.
This is a self-employed role offering a basic salary of £35,000, OTE £100,000 and benefits.
They will consider candidates on a permanent basis, but they must bring in their own client portfolio and demonstrate high levels of written and completed business.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Ideally have 2 years of experience
* CeMAP qualification (or equivalent)
* Good to have experience with high-net-worth clients
* Eligibility to work in the UK
What's on offer
* Competitive Salary
* Uncapped commission structure with quick payment
* Full administrative, IT and compliance support
* Flexible working - home-based or office access
* Freedom to set your own fee structure
* Access to a highly experienced adviser network
* Direct communication with senior leadership
* Professional call-handling support
This is an excellent opportunity to develop your mortgage career with full independence and the backing of a trusted financial services team.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Twickenham, England
Start:
Duration:
Salary / Rate: £35000 - £35000 Per Annum
Posted: 2025-11-17 13:36:23
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An opportunity has arisen for a Mortgage Advisor to join a well-established brokerage providing tailored residential, buy-to-let, commercial, and development finance solutions.
As a Mortgage Advisor, you will be advising clients on a full spectrum of mortgage options while developing your own portfolio within a supportive and flexible environment.
This is a self-employed role offering a basic salary of £35,000, OTE £100,000 and benefits.
They will consider candidates on a permanent basis, but they must bring in their own client portfolio and demonstrate high levels of written and completed business.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Ideally have 2 years of experience
* CeMAP qualification (or equivalent)
* Good to have experience with high-net-worth clients
* Eligibility to work in the UK
What's on offer
* Competitive Salary
* Uncapped commission structure with quick payment
* Full administrative, IT and compliance support
* Flexible working - home-based or office access
* Freedom to set your own fee structure
* Access to a highly experienced adviser network
* Direct communication with senior leadership
* Professional call-handling support
This is an excellent opportunity to develop your mortgage career with full independence and the backing of a trusted financial services team.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Twickenham, England
Start:
Duration:
Salary / Rate: £35000 - £35000 Per Annum
Posted: 2025-11-17 13:33:12
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An opportunity has arisen for a Mortgage Broker to join a well-established brokerage providing tailored residential, buy-to-let, commercial, and development finance solutions.
As a Mortgage Broker, you will be advising clients on a full spectrum of mortgage options while developing your own portfolio within a supportive and flexible environment.
This is a self-employed role offering a basic salary of £35,000, OTE £100,000 and benefits.
They will consider candidates on a permanent basis, but they must bring in their own client portfolio and demonstrate high levels of written and completed business.
What we are looking for
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Ideally have 2 years of experience
* CeMAP qualification (or equivalent)
* Good to have experience with high-net-worth clients
* Eligibility to work in the UK
What's on offer
* Competitive Salary
* Uncapped commission structure with quick payment
* Full administrative, IT and compliance support
* Flexible working - home-based or office access
* Freedom to set your own fee structure
* Access to a highly experienced adviser network
* Direct communication with senior leadership
* Professional call-handling support
This is an excellent opportunity to develop your mortgage career with full independence and the backing of a trusted financial services team.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Twickenham, England
Start:
Duration:
Salary / Rate: £35000 - £35000 Per Annum
Posted: 2025-11-17 13:31:59
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Job Description:
Core-Asset Consulting is delighted to be supporting a leading wealth management firm, based in Newcastle, in the recruitment of a Compliance Administrator on a 12 month Fixed Term Contract.
This is an excellent opportunity to join an established compliance function where you will play a key role in providing high-quality administrative and transactional support.
Skills/Experience:
Previous administration experience within an FCA-regulated environment is preferred, though broader financial services experience will also be considered.
Strong numeracy abilities and confidence working with spreadsheets and data sets.
Excellent organisational skills with the ability to follow structured processes and maintain high levels of accuracy.
Proven history of managing multiple tasks and deadlines.
Clear and confident communication skills.
Flexible, committed and self-motivated approach.
Willingness to develop wider knowledge and skills within compliance and T&C.
High attention to detail with the ability to review complex documents and identify gaps, discrepancies or areas of concern.
Core Responsibilities:
Communicate effectively with financial advisers, internal stakeholders and external providers.
Ensure all documents are accurate, complete and compliant with regulatory and internal standards.
Provide general administrative support, including managing follow-up actions on outstanding Training & Competence (T&C) requirements.
Assist with the management and maintenance of adviser risk matrices.
Respond to compliance-related queries and seek guidance where appropriate.
Collate data, maintain system records and contribute to the identification and reporting of adviser- or firm-level trends.
Provide additional support to senior members of the Compliance and T&C teams as required.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16298
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Newcastle upon Tyne, England
Start: ASAP
Duration: 12 Months
Posted: 2025-11-17 11:20:47
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Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof.
They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team.
Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second.
If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch. ....Read more...
Type: Permanent Location: Chester, England
Salary / Rate: Negotiable
Posted: 2025-11-14 11:15:16
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An exciting opportunity has arisen for a Mortgage Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Mortgage Advisor, you will be supporting clients from enquiry to completion, offering bespoke mortgage and finance advice.
This full-time role offers a salary range of £23,000 - £30,000, (OTE £100,000) hybrid working options and benefits.
You will be responsible for:
* Advising on a range of property finance products, including Buy to Let, portfolio mortgages, bridging loans, and development finance.
* Tailoring solutions to each client's specific needs and financial goals.
* Maintaining compliance with regulatory requirements and internal processes.
* Following a structured sales process to ensure quality advice is consistently delivered.
* Actively contributing to business development and lead conversion.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* At least 2 years of experience in a mortgage advisory role within the UK.
* CeMAP qualification.
* Experience working with Buy-to-Let clients, portfolio landlords, and professional property investors
* Strong understanding of financial regulations and compliance procedures.
What's on offer:
* Competitive salary
* Company pension
* Employee mentoring programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Neath, Wales
Start:
Duration:
Salary / Rate: £23000 - £30000 Per Annum
Posted: 2025-11-13 15:18:05
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Our client - an international consultancy - is looking for a Senior SAP FICO Lead Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years' experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and min.
B2-C1 German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly - I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Deutschland
Start: ASAP
Salary / Rate: Remote
Posted: 2025-11-13 11:46:54
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Our client - an international consultancy - is looking for a Senior SAP FICO Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
10+ years' experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly - I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Polska
Start: ASAP
Salary / Rate: Remote
Posted: 2025-11-13 11:43:43
-
The Company
Our client is a leading financial services organisation recognised for its forward-thinking approach, innovative solutions, and commitment to empowering Australians to achieve their financial goals.
With a reputation built on trust, transparency, and collaboration, they continue to pioneer products and technologies that simplify complex financial decisions and enhance customer experience.
Open to both Melbourne and Sydney.
The Opportunity
An exciting opportunity has come up for a Digital Marketing Specialist to join a dynamic and growing team.
This role is ideal for someone passionate about technology, digital content, and data-driven marketing strategies.
You'll play a pivotal role in shaping and delivering digital content, implementing marketing technologies, integrating AI into workflows, and enhancing customer experience through CX and UI/UX design.
This is a fantastic chance to work at the intersection of marketing, data, and technology within a collaborative environment that values innovation and continuous improvement.
Key Accountabilities
Develop, implement, and optimise digital content strategies that drive engagement across multiple channels.
Partner with internal stakeholders to design and execute marketing workflows that integrate AI and automation.
Lead SEO and intent-based search strategies to increase organic visibility and improve search performance.
Collaborate on UI/UX design enhancements to create seamless digital experiences for customers and advisers.
Work cross-functionally with Marketing, IT, and Distribution teams to ensure digital initiatives align with business goals.
Ideal Experience
Proven experience in digital marketing, marketing technology, or a related field.
Strong background in AI integration, UI/UX design, content development, SEO, and intent-based marketing highly regarded
Proficiency in managing multi-channel campaigns, leveraging analytics, and optimising digital journeys.
Excellent communication and collaboration skills, with the ability to translate complex concepts into clear strategies.
Why Apply
Join a forward-thinking organisation driving digital innovation in financial services.
Be part of a collaborative, results-driven team that embraces creativity and new technologies.
Opportunity to make a meaningful impact through transformative marketing initiatives.
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.
Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.
If this role interests you, please apply and one of our consultants will be in touch for a confidential chat.
....Read more...
Type: Permanent Location: Sydney CBD, Sydney, Australia
Salary / Rate: AU$95000 - AU$105000 per annum
Posted: 2025-10-29 06:01:43
-
£32,000 + Bonus + Pension + 25 Days Holiday + Study SupportAre you an experienced Administrator in the wealth management sector ready to take the next step into leadership? Maybe you're already a Team Leader looking to join a growing, highly supportive organisation?This is an excellent opportunity to join a well-established and growing wealth management practice, representing a FTSE 100 brand, and play a key role in supporting Advisers while developing your own management career.As Team Leader, you'll supervise the administration team and ensure the smooth running of client servicing across the practice.
Acting as the first point of contact for clients, you'll coordinate diary management, provider liaison, business submissions and post-meeting administration, all while maintaining the highest levels of client care and operational efficiency.You'll work closely with the Partners and Advisers to deliver an exceptional client experience, ensuring all documentation, CRM records and compliance requirements are completed accurately and on time.This is an ideal role for someone with experience of working within a wealth management or investment environment looking to progress into a management position.
A full in-house training and development programme is provided, with all study and qualification costs fully supported by the company.Key Responsibilities
Lead and support the administration team, ensuring high standards of accuracy and service.
Manage adviser diaries, book client review meetings and prepare pre-meeting research packs.
Oversee client documentation, valuations and follow-up actions.
Maintain and update CRM systems and client records.
Handle Letters of Authority, liaising with SJP centres, providers and third parties.
Prepare client presentations and compliance forms.
Support the Partner with business submissions and client communication.
Continually seek to improve processes and contribute to the wider success of the practice.
Skills & Experiences
Experience in financial services..
Strong organisational, leadership and client service skills.
Excellent attention to detail and communication skills.
Confident using CRM systems and Microsoft Office.
Enthusiastic about learning, developing and progressing into management.
The Rewards
Competitive salary + discretionary bonus scheme
25 days' holiday (+ bank holidays + Christmas closure)
Company pension & life assurance
Free parking
Full funding for professional development and qualifications
If you're a proactive, motivated individual who thrives in a professional, client-focused environment and you're ready to take the next step in your financial services career, we'd love to hear from you.
Apply today! ....Read more...
Type: Permanent Location: Surrey Heath, England
Start: ASAP
Salary / Rate: Up to £32000 per annum + Bonus + 25 Days Holiday + Study Support
Posted: 2025-10-28 11:34:10
-
£24,000 + Benefits
Are you a detail-driven Financial Services Administrator looking to develop your career within a respected, client-focused wealth management practice?This is a fantastic opportunity to join a well-established and growing business that represents a leading FTSE 100 brand.
You'll play a key role in supporting Advisers and ensuring the smooth running of client servicing, all within a friendly and professional environment that encourages personal growth and professional qualifications.As Financial Services Administrator, you'll be the first point of contact for clients and support the Advisers in delivering an exceptional service.Key Responsibilities
Managing adviser diaries, arranging and preparing for client meetings, and coordinating follow-up actions
Liaising with providers and SJP administration centres to obtain information and process documentation
Preparing meeting packs, letters of authority, and compliance documentation
Maintaining accurate client records and CRM data
Assisting with business submissions and supporting the paraplanning process
Preparing client financial review documents and presentation materials
You'll also have the opportunity to follow an in-house training programme with full study support provided to help you progress your career in financial services.Skills & Experience
Previous experience within financial services administration or a similar role
Highly organised with excellent attention to detail
Confident communicator with strong client-service skills
Able to work effectively in a fast-paced, professional environment
Ambitious and keen to develop through further study and training
This is a superb opportunity to build your career with a trusted, professional and growing wealth management practice that truly values its people and clients alike. ....Read more...
Type: Permanent Location: Surrey Heath, England
Start: ASAP
Salary / Rate: Up to £24000.00 per annum + Benefits
Posted: 2025-10-26 23:35:03
-
£32,000 + Bonus + Pension + 25 Days Holiday + Study SupportAre you an experienced Financial Services Administrator ready to take the next step into leadership?This is an excellent opportunity to join a well-established and growing wealth management practice, representing a FTSE 100 brand, and play a key role in supporting Advisers while developing your own management career.As Team Leader, you'll oversee the administration team and ensure the smooth running of client servicing across the practice.
Acting as the first point of contact for clients, you'll coordinate diary management, provider liaison, business submissions and post-meeting administration, all while maintaining the highest levels of client care and operational efficiency.You'll work closely with the Partners and Advisers to deliver an exceptional client experience, ensuring all documentation, CRM records and compliance requirements are completed accurately and on time.This is an ideal role for someone with experience working within a St.
James's Place environment (2-3 years preferred) who's looking to progress into a management position.
A full in-house training and development programme is provided, with all study and qualification costs fully supported by the company.Key Responsibilities
Lead and support the administration team, ensuring high standards of accuracy and service.
Manage adviser diaries, book client review meetings and prepare pre-meeting research packs.
Oversee client documentation, valuations and follow-up actions.
Maintain and update CRM systems and client records.
Handle Letters of Authority, liaising with SJP centres, providers and third parties.
Prepare client presentations and compliance forms.
Support the Partner with business submissions and client communication.
Continually seek to improve processes and contribute to the wider success of the practice.
Skills & Experiences
2-3 years' experience in financial services, ideally within a St.
James's Place practice.
Strong organisational, leadership and client service skills.
Excellent attention to detail and communication skills.
Confident using CRM systems and Microsoft Office.
Enthusiastic about learning, developing and progressing into management.
The Rewards
Competitive salary + discretionary bonus scheme
25 days' holiday (+ bank holidays + Christmas closure)
Company pension & life assurance
Free parking
Full funding for professional development and qualifications
If you're a proactive, motivated individual who thrives in a professional, client-focused environment and you're ready to take the next step in your financial services career, we'd love to hear from you.
Apply today! ....Read more...
Type: Permanent Location: Surrey Heath, England
Start: ASAP
Salary / Rate: Up to £32000 per annum + Bonus + 25 Days Holiday + Study Support
Posted: 2025-10-24 14:43:23
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An opportunity has arisen for a Private Banker to join our client's distinguished wealth management firm based in Dubai.
Our client is a highly regarded financial institution known for providing bespoke investment and banking solutions to a select portfolio of high-net-worth and ultra-high-net-worth individuals.
As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client's financial objectives.
This is a permanent role offering a salary range of £98,000 - £110,000 per annum (Tax-Free) plus annual bonus and benefits.
You Will Be Responsible For:
* Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.
* Developing long-term client relationships built on trust, discretion, and exceptional service.
* Identifying and capitalising on new business opportunities to grow and diversify your client base.
* Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.
* Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.
* Collaborating with internal teams to enhance client satisfaction and overall service delivery.
* Offering mentorship and support to junior team members when required.
What We Are Looking For
* Previously worked as a Private Banker, Client Relationship Manager, Wealth Manager, Private Banking Relationship Manager, Relationship Manager, Wealth Management Consultant, Private Banking Manager, HNW Relationship Manager, UHNW Banker, Private Wealth Adviser, Investment Manager or in a similar role.
* Demonstrated background in private banking or wealth management,
* Experience serving high-net-worth and ultra-high-net-worth clients.
* Strong understanding of cross-border financial planning, investment strategy, and lending services.
* Comfortable managing complex client structures and liaising with multiple stakeholders.
* Experienced in working within regulated financial environments, adhering to best practice and governance standards.
* Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).
* CeMAP certification and an active Statement of Professional Standing (SPS).
* Chartered status, or a commitment to achieving this, will be viewed favourably.
What's on Offer
* Competitive tax-free salary
* Performance-related annual bonus.
* Opportunity to work within a prestigious and client-focused private banking environment.
* The chance to represent a respected institution serving a discerning international clientele.
Please note: Relocation and visa sponsorship are not provided; applications from candidates currently based in Dubai are preferred.
This is a fantastic opportunity to advance your career within an elite private banking environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Dubai, Non UK
Start:
Duration:
Salary / Rate: £98000 - £110000 Per Annum
Posted: 2025-10-21 14:21:10
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Our client - an international consultancy - is looking for a Senior SAP FICO Lead Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years' experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and min.
B2-C1 German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly - I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Germany
Start: ASAP
Salary / Rate: Remote
Posted: 2025-10-16 12:25:32
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Our client - an international consultancy - is looking for a Senior SAP FICO Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
10+ years' experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly - I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Poland
Start: ASAP
Salary / Rate: Remote
Posted: 2025-10-16 11:29:18
