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The Financial Planning Manager will lead a team of Financial Planners to deliver remote financial advice, enhance client relationships, and ensure service quality. Responsibilities include managing team performance, coaching, mentoring, recruitment, and achieving business targets while being part of the management team in The Advice Hub.

The Investment Manager is responsible for providing investment management services, cultivating client relationships, executing trades, ensuring compliance, and contributing to investment strategy discussions. They will focus on asset growth and client suitability across a diverse client base while maintaining high service standards, alongside other Investment Managers.

The Commercial Transformation Manager will be key to the Group Transformation team, focusing on developing and delivering strategic business cases and ensuring effective project delivery. This role involves collaboration with senior executives to improve commercial outcomes and customer needs while providing leadership on various transformation projects.

The Client Data Administrator will independently manage a project to review and enhance client data accuracy within core systems. Responsibilities include ensuring data integrity, reviewing client records, and systematically organizing records in SharePoint and CRM. Engagement with Investment Management and Client Administration teams is also required during the review process.

The HR Services Co-ordinator manages HR administration and provides support to employees and managers regarding employee life-cycle matters. Responsibilities include managing HR actions, maintaining employee records on Workday, coordinating onboarding activities, and serving as a point of contact for HR queries. The role requires attention to detail and effective stakeholder management in a customer-centric environment.

As a Client Relationship Support, you will assist financial planners in delivering high-quality service to clients, manage and prepare client documentation, and handle client communications. You'll ensure client records are maintained and new business processes are followed accurately, while also keeping your knowledge of financial practices up to date.

As a Workday Financials Analyst, you will support the implementation and improvement of adaptive planning processes, collaborate with teams for data insights, develop planning frameworks, monitor performance, and provide training. This role requires strong analytical skills and technical knowledge of Adaptive Planning and Workday Financials.