We’re a leading recruitment agency specialising in the financial services and insurance sectors across the United Kingdom. With our deep industry expertise, we excel in connecting top talent with leading companies across various areas, including wealth management, insurance, asset management and more.

What sets us apart in our commitment to delivering exceptional results? We combine proven recruitment methods with cutting-edge AI integration to enhance our efficiency and effectiveness. By harnessing the power of both tradition and innovation, we ensure a seamless and successful recruitment process.

Our dedicated team understands the unique needs of our clients and candidates, enabling us to make tailored matches that drive mutual success.

Human Resources

talent solution experts within financial services and general insurance

You need sales or customer service experience, strong communication and negotiation skills, a proactive drive for results, and must live in Bristol or nearby.

You will manage client portfolios, build relationships, identify upselling opportunities, and collaborate with internal teams to enhance client experience and support.

Customer Relations

Sales & Business Development

Bristol

Mbf are working with a leading national financial organisation to recruit a Customer Services Executive. Our client is an award winning, national business that provides unrivalled financial services solutions to clients across the country. With a strong focus on innovation and client satisfaction, they are committed to providing an exceptional level of service to their clients. We are seeking a dynamic and motivated individual to join our client. The successful candidate will be responsible for managing a portfolio of existing clients, delivering exceptional service, and fostering long-term relationships. The role will also involve a soft sales component, where you will have the opportunity to identify additional opportunities and upsell services. This is an exciting opportunity for individuals with a background in sales or customer service who are looking to take their career. Key Responsibilities * Manage a portfolio of existing clients, ensuring their needs are met and providing proactive support and guidance * Develop strong relationships with clients, understanding their goals and objectives * Identify opportunities for upselling and cross-selling additional services to existing clients * Work closely with internal teams to ensure a seamless client experience Requirements * Previous experience in sales or customer service roles * Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients * Strong negotiation and problem-solving abilities * Proactive and self-motivated, with a drive to achieve targets and deliver results. * Must live in Bristol or the surrounding area Benefits * Comprehensive training and development opportunities * Bonuses based on performance * Excellent company benefits * Opportunity for career progression within a reputable and established organisation

Mbf are working with a leading national financial organisation to recruit a Customer Services Executive. Our client is an award winning, national business that provides unrivalled financial services solutions to clients across the country. With a strong focus on innovation and client satisfaction, they are committed to providing an exceptional level of service to their clients.We are seeking a dynamic and motivated individual to join our client. The successful candidate will be responsible for managing a portfolio of existing clients, delivering exceptional service, and fostering long-term relationships. The role will also involve a soft sales component, where you will have the opportunity to identify additional opportunities and upsell services. This is an exciting opportunity for individuals with a background in sales or customer service who are looking to take their career.Key Responsibilities * Manage a portfolio of existing clients, ensuring their needs are met and providing proactive support and guidance * Develop strong relationships with clients, understanding their goals and objectives * Identify opportunities for upselling and cross-selling additional services to existing clients * Work closely with internal teams to ensure a seamless client experience      Requirements * Previous experience in sales or customer service roles * Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients * Strong negotiation and problem-solving abilities * Proactive and self-motivated, with a drive to achieve targets and deliver results. * Must live in Bristol or the surrounding area      Benefits * Comprehensive training and development opportunities * Bonuses based on performance * Excellent company benefits * Opportunity for career progression within a reputable and established organisation

Customer Services Executive - mbf

Mbf are working with a leading national financial organisation to recruit a Customer Services Executive. Our client is an award winning, national business that provides unrivalled financial services solutions to clients across the country. With a strong focus on innovation and client satisfaction, they are committed to providing an exceptional level of service to their clients.&lt;br&gt;&lt;br&gt;We are seeking a dynamic and motivated individual to join our client. The successful candidate will be responsible for managing a portfolio of existing clients, delivering exceptional service, and fostering long-term relationships. The role will also involve a soft sales component, where you will have the opportunity to identify additional opportunities and upsell services. This is an exciting opportunity for individuals with a background in sales or customer service who are looking to take their career.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Key Responsibilities&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Manage a portfolio of existing clients, ensuring their needs are met and providing proactive support and guidance&lt;/li&gt;&lt;li&gt;Develop strong relationships with clients, understanding their goals and objectives&lt;/li&gt;&lt;li&gt;Identify opportunities for upselling and cross-selling additional services to existing clients&lt;/li&gt;&lt;li&gt;Work closely with internal teams to ensure a seamless client experience&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Requirements&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Previous experience in sales or customer service roles&lt;/li&gt;&lt;li&gt;Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients&lt;/li&gt;&lt;li&gt;Strong negotiation and problem-solving abilities&lt;/li&gt;&lt;li&gt;Proactive and self-motivated, with a drive to achieve targets and deliver results.&lt;/li&gt;&lt;li&gt;Must live in Bristol or the surrounding area&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Benefits&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Comprehensive training and development opportunities&lt;/li&gt;&lt;li&gt;Bonuses based on performance&lt;/li&gt;&lt;li&gt;Excellent company benefits&lt;/li&gt;&lt;li&gt;Opportunity for career progression within a reputable and established organisation&lt;/li&gt;&lt;/ul&gt;

Customer Services Executive

You must be DipPFS qualified, adept at engaging clients with £1M+ in investable assets, and skilled at closing deals effectively.

You will assist in managing HNW client portfolios, communicate investment strategies, encompass comprehensive financial planning, and effectively close deals.

Banking & Finance

London

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential.You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

Junior Wealth Planner - mbf

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential.&lt;br&gt;&lt;br&gt;You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

Junior Wealth Planner

You need a UK mortgage advice qualification, deep product knowledge, strong analysis skills, excellent communication, and a results-driven focus on customer service and operational excellence.

You will lead the mortgage team, manage operations, enhance processes, ensure compliance, maintain customer service standards, set performance goals, and collaborate with various departments.

Job Title: Head of Mortgages Location: London (Flexible Working: 2-3 days in the office)Salary: to £85,000 + Benefits + Discretionary Bonus About UsOur client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to place human advisers at the centre of every client relationship, while utilising technology to streamline processes and enhance service delivery. The RoleOur client is seeking an experienced Head of Mortgages or Senior Mortgage Adviser with team leader qualities, to lead and manage their mortgage team. This is a senior leadership role that requires a strategic thinker with a deep understanding of mortgage advice, regulatory requirements and exceptional leadership abilities. You will oversee the end-to-end mortgage operations, including business development, processing and client servicing. Working closely with senior leaders, you will develop and execute strategies to improve operational efficiency, drive customer satisfaction and support the overall growth of the business. Key Responsibilities * Leadership & Management: Lead and mentor the mortgage team, fostering a culture of collaboration, excellence, and continuous improvement. * Operational Oversight: Manage all aspects of mortgage operations, ensuring compliance with regulatory standards, internal policies, and industry best practices. * Process Improvement: Identify and implement process enhancements to streamline workflows, reduce costs, and improve service delivery. * Customer Focus: Maintain high standards of service, ensuring a superior customer experience and addressing any concerns efficiently. * Performance Management: Set and track performance goals for the mortgage team, offering feedback and coaching to drive optimal results. * Collaboration: Work closely with other teams, including planning, compliance, and technology, to ensure consistent client outcomes and business success. Requirements * Relevant qualification for giving mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice) * Deep knowledge of mortgage products, regulatory requirements, and industry trends * Strong analytical, problem-solving, and decision-making abilities * Excellent communication and interpersonal skills * A results-driven mindset focused on delivering exceptional customer service and operational excellence Desirable (But Not Essential) * Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice) * Experience in a scale-up business environment (0-100 employees) * Experience using Salesforce * Experience in a FinTech company What We Offer * Competitive salary up to £85,000 + bonus + potential for equity * 25 days annual leave + flexible working arrangements * Pension, private medical, income protection, and death in service benefits * Budget for continued learning and professional exams * Electric vehicle leasing through salary sacrifice / cycle to work scheme * Flexible working hours and hybrid remote working (2-3 days a week in the office) * Entrepreneurial, creative environment with a diverse, multinational team

Job Title: Head of MortgagesLocation: London (Flexible Working: 2-3 days in the office)Salary: to £85,000 + Benefits + Discretionary BonusAbout UsOur client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to place human advisers at the centre of every client relationship, while utilising technology to streamline processes and enhance service delivery.The RoleOur client is seeking an experienced Head of Mortgages or Senior Mortgage Adviser with team leader qualities, to lead and manage their mortgage team. This is a senior leadership role that requires a strategic thinker with a deep understanding of mortgage advice, regulatory requirements and exceptional leadership abilities.You will oversee the end-to-end mortgage operations, including business development, processing and client servicing. Working closely with senior leaders, you will develop and execute strategies to improve operational efficiency, drive customer satisfaction and support the overall growth of the business.Key Responsibilities * Leadership & Management: Lead and mentor the mortgage team, fostering a culture of collaboration, excellence, and continuous improvement. * Operational Oversight: Manage all aspects of mortgage operations, ensuring compliance with regulatory standards, internal policies, and industry best practices. * Process Improvement: Identify and implement process enhancements to streamline workflows, reduce costs, and improve service delivery. * Customer Focus: Maintain high standards of service, ensuring a superior customer experience and addressing any concerns efficiently. * Performance Management: Set and track performance goals for the mortgage team, offering feedback and coaching to drive optimal results. * Collaboration: Work closely with other teams, including planning, compliance, and technology, to ensure consistent client outcomes and business success.      Requirements * Relevant qualification for giving mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice) * Deep knowledge of mortgage products, regulatory requirements, and industry trends * Strong analytical, problem-solving, and decision-making abilities * Excellent communication and interpersonal skills * A results-driven mindset focused on delivering exceptional customer service and operational excellence      Desirable (But Not Essential) * Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice) * Experience in a scale-up business environment (0-100 employees) * Experience using Salesforce * Experience in a FinTech company      What We Offer * Competitive salary up to £85,000 + bonus + potential for equity * 25 days annual leave + flexible working arrangements * Pension, private medical, income protection, and death in service benefits * Budget for continued learning and professional exams * Electric vehicle leasing through salary sacrifice / cycle to work scheme * Flexible working hours and hybrid remote working (2-3 days a week in the office) * Entrepreneurial, creative environment with a diverse, multinational team

Head of Mortgages - mbf

&lt;strong&gt;Job Title: Head of Mortgages&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;Location&lt;/strong&gt;: London (Flexible Working: 2-3 days in the office)&lt;strong&gt;Salary&lt;/strong&gt;: to £85,000 + Benefits + Discretionary Bonus&lt;br&gt;&lt;br&gt;&lt;strong&gt;About Us&lt;/strong&gt;Our client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to place human advisers at the centre of every client relationship, while utilising technology to streamline processes and enhance service delivery.&lt;br&gt;&lt;br&gt;&lt;strong&gt;The Role&lt;/strong&gt;Our client is seeking an experienced Head of Mortgages or Senior Mortgage Adviser with team leader qualities, to lead and manage their mortgage team. This is a senior leadership role that requires a strategic thinker with a deep understanding of mortgage advice, regulatory requirements and exceptional leadership abilities.&lt;br&gt;&lt;br&gt;You will oversee the end-to-end mortgage operations, including business development, processing and client servicing. Working closely with senior leaders, you will develop and execute strategies to improve operational efficiency, drive customer satisfaction and support the overall growth of the business.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Key Responsibilities&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Leadership &amp;amp; Management: Lead and mentor the mortgage team, fostering a culture of collaboration, excellence, and continuous improvement.&lt;/li&gt;&lt;li&gt;Operational Oversight: Manage all aspects of mortgage operations, ensuring compliance with regulatory standards, internal policies, and industry best practices.&lt;/li&gt;&lt;li&gt;Process Improvement: Identify and implement process enhancements to streamline workflows, reduce costs, and improve service delivery.&lt;/li&gt;&lt;li&gt;Customer Focus: Maintain high standards of service, ensuring a superior customer experience and addressing any concerns efficiently.&lt;/li&gt;&lt;li&gt;Performance Management: Set and track performance goals for the mortgage team, offering feedback and coaching to drive optimal results.&lt;/li&gt;&lt;li&gt;Collaboration: Work closely with other teams, including planning, compliance, and technology, to ensure consistent client outcomes and business success.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Requirements&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Relevant qualification for giving mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice)&lt;/li&gt;&lt;li&gt;Deep knowledge of mortgage products, regulatory requirements, and industry trends&lt;/li&gt;&lt;li&gt;Strong analytical, problem-solving, and decision-making abilities&lt;/li&gt;&lt;li&gt;Excellent communication and interpersonal skills&lt;/li&gt;&lt;li&gt;A results-driven mindset focused on delivering exceptional customer service and operational excellence&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Desirable (But Not Essential)&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Qualification to give protection advice (e.g. Certificate in Protection, R05 Protection Advice)&lt;/li&gt;&lt;li&gt;Experience in a scale-up business environment (0-100 employees)&lt;/li&gt;&lt;li&gt;Experience using Salesforce&lt;/li&gt;&lt;li&gt;Experience in a FinTech company&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;What We Offer&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Competitive salary up to £85,000 + bonus + potential for equity&lt;/li&gt;&lt;li&gt;25 days annual leave + flexible working arrangements&lt;/li&gt;&lt;li&gt;Pension, private medical, income protection, and death in service benefits&lt;/li&gt;&lt;li&gt;Budget for continued learning and professional exams&lt;/li&gt;&lt;li&gt;Electric vehicle leasing through salary sacrifice / cycle to work scheme&lt;/li&gt;&lt;li&gt;Flexible working hours and hybrid remote working (2-3 days a week in the office)&lt;/li&gt;&lt;li&gt;Entrepreneurial, creative environment with a diverse, multinational team&lt;/li&gt;&lt;/ul&gt;

Head of Mortgages

You must be DipPFS/Level 4 qualified with DC pensions knowledge, have relevant experience, strong customer service skills, and a commitment to professional development.

You will guide clients on pensions and benefits, address their needs, stay updated on regulations, build client relationships, support financial planners, and assist with invoicing and negotiations.

Consulting

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team. As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients. Initially focusing on non-regulated areas, this role offers a clear pathway to expanding into regulated financial planning, including specialized pensions such as the Teachers’ Pension Scheme.Although this role initially be focussed on the corporate side of the market, there is clear progress for the individual to progress into a Personal Financial Planning role in the future. The role would suit a Paraplanner with client facing experience seeking a route into advice or an up-and-coming Financial Adviser seeking to work for a highly reputable firm offering first class career development opportunities. Key Responsibilities * Offer expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism. * Proactively identify and respond to client needs, contributing to the achievement of business objectives. * Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions. * Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth. * Collaborate with regulated financial planners, supporting the team in achieving revenue targets and fostering a culture of excellence. * Contribute to fee negotiations and ensure accurate invoicing, adhering to regulatory requirements and company protocols. Essential Requirements * Must be DipPFS/Level 4 qualified and have Technical knowledge of DC pensions, financial planning or of working within an employee benefit consultancy * Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients. * Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships. * Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels. * Solid organizational and problem-solving skills, with the ability to manage multiple tasks and deadlines under pressure. * Commitment to ongoing professional development, with a clear plan to achieve advanced qualifications within a specified timeframe. On Offer * Competitive salary to £47,000 * Hybrid/Flexible working * 28 days holiday plus bank holidays * Bonus * Other fully comprehensive benefits A first class opportunity for a Paraplanner or up an coming Financial Planner (with knowledge of DC pensions) to progress their career with a clear route into a personal Financial Planner role within a highly reputable City based Practice.

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients. Initially focusing on non-regulated areas, this role offers a clear pathway to expanding into regulated financial planning, including specialized pensions such as the Teachers’ Pension Scheme.Although this role initially be focussed on the corporate side of the market, there is clear progress for the individual to progress into a Personal Financial Planning role in the future. The role would suit a Paraplanner with client facing experience seeking a route into advice or an up-and-coming Financial Adviser seeking to work for a highly reputable firm offering first class career development opportunities.Key Responsibilities * Offer expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism. * Proactively identify and respond to client needs, contributing to the achievement of business objectives. * Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions. * Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth. * Collaborate with regulated financial planners, supporting the team in achieving revenue targets and fostering a culture of excellence. * Contribute to fee negotiations and ensure accurate invoicing, adhering to regulatory requirements and company protocols.      Essential Requirements * Must be DipPFS/Level 4 qualified and have Technical knowledge of DC pensions, financial planning or of working within an employee benefit consultancy * Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients. * Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships. * Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels. * Solid organizational and problem-solving skills, with the ability to manage multiple tasks and deadlines under pressure. * Commitment to ongoing professional development, with a clear plan to achieve advanced qualifications within a specified timeframe.      On Offer * Competitive salary to £47,000 * Hybrid/Flexible working * 28 days holiday plus bank holidays * Bonus * Other fully comprehensive benefits      A first class opportunity for a Paraplanner or up an coming Financial Planner (with knowledge of DC pensions) to progress their career with a clear route into a personal Financial Planner role within a highly reputable City based Practice.

Associate Consultant - mbf

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.&lt;br&gt;&lt;br&gt;As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients. Initially focusing on non-regulated areas, this role offers a clear pathway to expanding into regulated financial planning, including specialized pensions such as the Teachers’ Pension Scheme.Although this role initially be focussed on the corporate side of the market, there is clear progress for the individual to progress into a Personal Financial Planning role in the future. The role would suit a Paraplanner with client facing experience seeking a route into advice or an up-and-coming Financial Adviser seeking to work for a highly reputable firm offering first class career development opportunities.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Key Responsibilities&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Offer expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism.&lt;/li&gt;&lt;li&gt;Proactively identify and respond to client needs, contributing to the achievement of business objectives.&lt;/li&gt;&lt;li&gt;Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions.&lt;/li&gt;&lt;li&gt;Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth.&lt;/li&gt;&lt;li&gt;Collaborate with regulated financial planners, supporting the team in achieving revenue targets and fostering a culture of excellence.&lt;/li&gt;&lt;li&gt;Contribute to fee negotiations and ensure accurate invoicing, adhering to regulatory requirements and company protocols.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Essential Requirements&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Must be DipPFS/Level 4 qualified and have Technical knowledge of DC pensions, financial planning or of working within an employee benefit consultancy&lt;/li&gt;&lt;li&gt;Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients.&lt;/li&gt;&lt;li&gt;Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships.&lt;/li&gt;&lt;li&gt;Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels.&lt;/li&gt;&lt;li&gt;Solid organizational and problem-solving skills, with the ability to manage multiple tasks and deadlines under pressure.&lt;/li&gt;&lt;li&gt;Commitment to ongoing professional development, with a clear plan to achieve advanced qualifications within a specified timeframe.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;On Offer&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Competitive salary to £47,000&lt;/li&gt;&lt;li&gt;Hybrid/Flexible working&lt;/li&gt;&lt;li&gt;28 days holiday plus bank holidays&lt;/li&gt;&lt;li&gt;Bonus&lt;/li&gt;&lt;li&gt;Other fully comprehensive benefits&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;A first class opportunity for a Paraplanner or up an coming Financial Planner (with knowledge of DC pensions) to progress their career with a clear route into a personal Financial Planner role within a highly reputable City based Practice.

Associate Consultant

You need accounting experience, knowledge of software, a degree or AAT, analytical skills, Excel proficiency, attention to detail, strong communication, and teamwork abilities.

You will manage accounting tasks, process transactions, perform reconciliations, prepare reports, handle payments, resolve financial discrepancies, and support audits while ensuring compliance.

Accounting & Tax

We are currently recruiting for an Accounts Assistant on behalf of a leading investment management firm. This role is based in their London office with a flexible hybrid model (2/3 days in the office), though more frequent office attendance will be required in the initial months for training. Company Overview * Our client is a modern financial advisory and investment management business, specialising in retirement planning, estate and tax planning, and corporate financial planning. With 6 offices across the UK and £2B AUM, they are known for their use of advanced technology and transparent services to help clients effectively manage their wealth. Role Purpose: This position will support the Group Finance team, assisting the Financial Controller and contributing to the management and maintenance of the company's financial records and transaction processing. Key Responsibilities * Maintain the company's accounting system, processing transactions and reconciling accounts. * Record financial transactions and prepare journal entries. * Perform bank reconciliations and resolve discrepancies promptly. * Prepare accounts receivable and accounts payable reports. * Assist in the preparation of financial reports (monthly, quarterly, and annually). * Manage credit card and expense processes. * Prepare payment runs on a weekly/fortnightly basis. * Liaise with other departments and external partners to resolve financial issues. * Support audit preparation and provide assistance during the audit process. * Maintain accurate electronic and email filing. * Ensure compliance with financial regulations and company policies. Key Competencies * Strong analytical skills with the ability to manage and interpret data. * Advanced proficiency in Microsoft Office, particularly Excel. * Excellent attention to detail and strong organizational skills. * Strong communication and interpersonal skills for engaging with various stakeholders. * Ability to collaborate with cross-functional teams and work both independently and as part of a team. Knowledge And Experience * Previous experience in an accounting role, ideally within financial services. * Knowledge of accounting software is desirable. * Degree in Accounting or Finance, or part qualified (AAT); a desire to pursue a professional qualification such as CIMA is beneficial. * Familiarity with accounting principles and financial services industry knowledge. Package * Salary: Up to £35,000 * Bonus: Discretionary, paid annually in March * Pension: 5% employer contribution / 3% employee contribution * Death in Service Benefit: 4x annual salary * Annual Leave: 26 days per annum plus 1 well-being day (separate from annual leave) * Additional Benefits: Enhanced policies and study support (if required) This is a great opportunity for a motivated Accounts Assistant looking to grow their career in a dynamic and supportive environment. If you’re interested, we’d love to hear from you!

We are currently recruiting for an Accounts Assistant on behalf of a leading investment management firm. This role is based in their London office with a flexible hybrid model (2/3 days in the office), though more frequent office attendance will be required in the initial months for training.Company Overview * Our client is a modern financial advisory and investment management business, specialising in retirement planning, estate and tax planning, and corporate financial planning. With 6 offices across the UK and £2B AUM, they are known for their use of advanced technology and transparent services to help clients effectively manage their wealth.  Role Purpose: This position will support the Group Finance team, assisting the Financial Controller and contributing to the management and maintenance of the company's financial records and transaction processing.Key Responsibilities * Maintain the company's accounting system, processing transactions and reconciling accounts. * Record financial transactions and prepare journal entries. * Perform bank reconciliations and resolve discrepancies promptly. * Prepare accounts receivable and accounts payable reports. * Assist in the preparation of financial reports (monthly, quarterly, and annually). * Manage credit card and expense processes. * Prepare payment runs on a weekly/fortnightly basis. * Liaise with other departments and external partners to resolve financial issues. * Support audit preparation and provide assistance during the audit process. * Maintain accurate electronic and email filing. * Ensure compliance with financial regulations and company policies.  Key Competencies * Strong analytical skills with the ability to manage and interpret data. * Advanced proficiency in Microsoft Office, particularly Excel. * Excellent attention to detail and strong organizational skills. * Strong communication and interpersonal skills for engaging with various stakeholders. * Ability to collaborate with cross-functional teams and work both independently and as part of a team.  Knowledge And Experience * Previous experience in an accounting role, ideally within financial services. * Knowledge of accounting software is desirable. * Degree in Accounting or Finance, or part qualified (AAT); a desire to pursue a professional qualification such as CIMA is beneficial. * Familiarity with accounting principles and financial services industry knowledge.  Package * Salary: Up to £35,000 * Bonus: Discretionary, paid annually in March * Pension: 5% employer contribution / 3% employee contribution * Death in Service Benefit: 4x annual salary * Annual Leave: 26 days per annum plus 1 well-being day (separate from annual leave) * Additional Benefits: Enhanced policies and study support (if required)  This is a great opportunity for a motivated Accounts Assistant looking to grow their career in a dynamic and supportive environment. If you’re interested, we’d love to hear from you!

Accounts Assistant - mbf

We are currently recruiting for an Accounts Assistant on behalf of a leading investment management firm. This role is based in their London office with a flexible hybrid model (2/3 days in the office), though more frequent office attendance will be required in the initial months for training.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Company Overview&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Our client is a modern financial advisory and investment management business, specialising in retirement planning, estate and tax planning, and corporate financial planning. With 6 offices across the UK and £2B AUM, they are known for their use of advanced technology and transparent services to help clients effectively manage their wealth.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;Role Purpose: This position will support the Group Finance team, assisting the Financial Controller and contributing to the management and maintenance of the company's financial records and transaction processing.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Key Responsibilities&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Maintain the company's accounting system, processing transactions and reconciling accounts.&lt;/li&gt;&lt;li&gt;Record financial transactions and prepare journal entries.&lt;/li&gt;&lt;li&gt;Perform bank reconciliations and resolve discrepancies promptly.&lt;/li&gt;&lt;li&gt;Prepare accounts receivable and accounts payable reports.&lt;/li&gt;&lt;li&gt;Assist in the preparation of financial reports (monthly, quarterly, and annually).&lt;/li&gt;&lt;li&gt;Manage credit card and expense processes.&lt;/li&gt;&lt;li&gt;Prepare payment runs on a weekly/fortnightly basis.&lt;/li&gt;&lt;li&gt;Liaise with other departments and external partners to resolve financial issues.&lt;/li&gt;&lt;li&gt;Support audit preparation and provide assistance during the audit process.&lt;/li&gt;&lt;li&gt;Maintain accurate electronic and email filing.&lt;/li&gt;&lt;li&gt;Ensure compliance with financial regulations and company policies.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Key Competencies&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Strong analytical skills with the ability to manage and interpret data.&lt;/li&gt;&lt;li&gt;Advanced proficiency in Microsoft Office, particularly Excel.&lt;/li&gt;&lt;li&gt;Excellent attention to detail and strong organizational skills.&lt;/li&gt;&lt;li&gt;Strong communication and interpersonal skills for engaging with various stakeholders.&lt;/li&gt;&lt;li&gt;Ability to collaborate with cross-functional teams and work both independently and as part of a team.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Knowledge And Experience&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Previous experience in an accounting role, ideally within financial services.&lt;/li&gt;&lt;li&gt;Knowledge of accounting software is desirable.&lt;/li&gt;&lt;li&gt;Degree in Accounting or Finance, or part qualified (AAT); a desire to pursue a professional qualification such as CIMA is beneficial.&lt;/li&gt;&lt;li&gt;Familiarity with accounting principles and financial services industry knowledge.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Package&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Salary: Up to £35,000&lt;/li&gt;&lt;li&gt;Bonus: Discretionary, paid annually in March&lt;/li&gt;&lt;li&gt;Pension: 5% employer contribution / 3% employee contribution&lt;/li&gt;&lt;li&gt;Death in Service Benefit: 4x annual salary&lt;/li&gt;&lt;li&gt;Annual Leave: 26 days per annum plus 1 well-being day (separate from annual leave)&lt;/li&gt;&lt;li&gt;Additional Benefits: Enhanced policies and study support (if required)&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;This is a great opportunity for a motivated Accounts Assistant looking to grow their career in a dynamic and supportive environment. If you’re interested, we’d love to hear from you!

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