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Lead a high-performing regional advisory team by driving commercial performance, coaching planners, monitoring KPIs, ensuring FCA compliance, and delivering excellent client outcomes through strategy and operational oversight.

Lead the regional advisory function to support, coach and develop Financial Planners; drive KPIs (revenue, productivity, client acquisition), ensure FCA/SMCR compliance and high-quality client outcomes, deliver regional strategy, and foster a collaborative, high-performing culture with regular regional travel.

The Trade Desk Administrator supports clients with trading administration, manages complex transactions, ensures compliance, and enhances team collaboration within financial services.

The role involves providing specialized administration support in financial services, maintaining client relationships, managing documentation, and completing transactions, while ensuring adherence to best practices and data accuracy.

The role focuses on providing specialized administration support in financial services, managing client documentation, accounts, transactions, and maintaining client relationships while collaborating with team members.

Lead and develop a team of Business Quality Assessors, ensuring compliance with regulations and quality standards through assessments and training. Oversee client file reviews, manage compliance actions, and identify risks.

The role involves advising clients on wills, trusts, and probate, managing caseloads, drafting documentation, and ensuring compliance with legal standards. It requires strong client relationships and collaboration with the Wealth Management team.

The Legal Administrator Apprentice will provide administrative support to legal professionals, assist with document preparation, manage diaries, and ensure compliance with legal procedures.

The Private Client Solicitor will manage complex legal matters, provide tailored advice on wills and trusts, and ensure client satisfaction while meeting SRA compliance standards.

The Senior Financial Planning Administrator supports client relations, manages documentation, completes client requests, and trains junior team members while ensuring high-quality service in financial planning.