Top Tech Jobs & Startup Jobs

Provide personal tax compliance for a client portfolio: prepare tax computations and returns, liaise with HMRC, handle enquiries, identify tax risks and opportunities, support advisory projects, use tax software and Excel, and progress toward ATT/CTA qualifications while maintaining deadlines and client relationships.

Lead and manage a regional team of Client Executives and Paraplanners to ensure consistent, high-quality service delivery. Oversee workflow, capacity, KPIs and compliance; drive standardisation, digitisation and automation; support M&A integration; foster a high-performing, development-focused team culture and strong cross-functional collaboration.

Provide administrative coordination and workflow management for Wealth Operations, prepare MI extracts and reporting packs, support training and adviser enablement, assist M&A and commercial projects, maintain data integrity and regulatory readiness, and drive process improvement and digitisation.

Provide specialised financial planning administration and client-facing support, manage client documentation and accounts, perform trading transactions, liaise with providers, maintain CRM and data integrity, and support colleagues through coaching and process management.

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.

Short-term contract supporting development of a credible investor story by ensuring data integrity, KPI reconciliation, governance and consistent investor-facing materials. Partner with finance, strategy, transformation, risk and communications to prepare presentations, Q&A packs and briefing notes. Identify inconsistencies, improve reporting discipline, and enable senior leaders to communicate performance, outlook and risks with confidence.

The Data Analyst will analyze complex datasets, develop Power BI dashboards, automate tasks with Power Platform, and support data quality and governance initiatives.

Interim role to develop a credible, evidence-based investor narrative supported by robust data governance. Ensure KPI definitions, reconciliations and controls align source data, management reporting and investor materials. Partner with Finance, Strategy, Risk, Compliance and Communications to prepare investor presentations, scripts and Q&A, resolve inconsistencies, and establish disciplined review and sign-off processes. Support senior leaders to present defensible performance, outlook and risk messaging.

Advise clients on wills, trusts, inheritance tax, probate and estate administration. Manage a varied caseload from instruction to completion, draft documents, conduct legal research, liaise with clients and opposing counsel, instruct barristers when needed, meet billing targets, ensure SRA compliance, and support trainee and paralegal development while collaborating with the Wealth Management team.