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The Paraplanner will assist the Head of Advice in ensuring compliance and quality of financial advice, provide specialist support to financial advisers, and manage complex cases while enhancing company processes and standards.

The Senior Investment Manager will manage client investments, provide investment advice, build client relationships, ensure compliance, and support staff in their roles, contributing to new funds under management and business growth.

Support financial advisers by managing client information, preparing reports, and ensuring compliance with policies while delivering excellent customer service.

The Operations Administrator role involves data input, maintaining spreadsheets, leading KYC processes, and supporting operational processes in a financial services context.

The Senior Data Engineer designs and maintains scalable data solutions, ensuring data governance and collaborating with teams for data-driven decisions.

Provide client support by managing Group Risk and Healthcare schemes, ensuring compliance, and delivering exceptional service to clients and stakeholders.

Provide support to financial advisers in client management, ensuring accurate information, preparing reports, and maintaining client files while delivering excellent customer service.