Available Positions

Senior Client Manager

£50,000 – £75,000

Our client is an award-winning, independent Financial Planning firm based in Cheshire with one clear purpose: making people’s lives better. Whether it’s their clients, team, community or anyone who crosses their path! They believe in creating a positive impact in everything they do.

Named one of the top 10 companies to work for in the Best Companies Top 100 List 2023 and the Number 2 Best Financial Services Company to work for in the UK this is where it all happens!

They are not your typical financial planning firm, and this isn’t your typical Senior Client Manager role. Finding the right people is the secret to their success. Join them and you’ll enjoy fantastic benefits including flexible working with boundless opportunities for growth and development.

The role

· Supporting the Financial Planner in the delivery of complex planning strategies and solutions, managing a client bank with assets up to £100m

· Attending client meetings alongside the Financial Planner and creating meeting minutes

· Working alongside the Financial Planner to discuss the client’s circumstances and be involved in creating and implementing a financial strategy, being proactive in applying your knowledge and thinking imaginatively to solve complex problems

· Have the confidence to work closely with Senior Planners, including our Founder, taking the lead on client relationships, and quickly establishing trust and rapport with both clients and senior members of the team

· Carrying out research and analysing products and services that are appropriate to each client’s financial circumstances and discussing appropriate solutions with the Financial Planner

· Preparing clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner

· Completing portfolio reviews to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities

· Being responsible for ensuring that recommendations are fully implemented in a timely manner

· Being a technical expert and having a passion for developing and mentoring junior members of the team

· Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus

· Maintaining up-to-date knowledge of the industry, compliance and regulatory developments

· Working in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for your clients

The Ideal Candidate

· Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

· In an ideal world, you hold/be working towards Chartered Insurance Institute CII Level 6 Advanced Diploma in Financial Planning

· You will have at least 5 years of relevant industry experience

· You will embody their values of Integrity, Growth, Simplicity and Excellence

· You will be hard-working, energetic and able to easily adapt to change

· You will thrive in a culture rooted in fun, collaboration, learning and growth

· You will strive for excellence, setting high standards and be fully committed to nurturing your development with their support

·Part time hours will be considered

The Package

· Salary between £50,000 – £75,000

· Up to 5% matched pension scheme

· Up to 38 days holiday (plus bank holidays)

· Hybrid working

· Income protection

· 3 paid charity days per year

· Private medical (after 2 years)

· Profit share

· Life assurance (4x pensionable salary)

· Enhanced sick pay

· Enhanced maternity/paternity pay

· Paid study/exam leave plus we cover the cost of qualifications and subscriptions

· Team events including monthly Friday social

· Free breakfast

· Free parking

· Financial support for counselling

· Perkbox

· Subscription to Calm App

How’s it flexible?

Hybrid

Part time opportunities 

Our client is an award-winning, independent Financial Planning firm based Cheshire with one clear purpose: making people’s lives better. Whether it’s their clients, team, community or anyone who crosses their path! They believe in creating a positive impact in everything they do.

Named one of the top 10 companies to work for in the Best Companies Top 100 List 2023 and the Number 2 Best Financial Services Company to work for in the UK this is where it all happens!

They are not your typical financial planning firm, and this isn’t your typical Client Manager role. Finding the right people is the secret to their success. Join them and you’ll enjoy fantastic benefits including flexible working with boundless opportunities for growth and development.

The role

· Proactively managing and building ongoing relationships with your bank of clients with day to day responsibility for these

· Attending client meetings alongside the Financial Planner, creating meeting minutes to fully document the client’s financial needs and objectives

· Working alongside the Financial Planner with an active involvement in creating and implementing a financial strategy to meet the client’s financial objectives and circumstances

· Carrying out research and analysis of products and services that are appropriate to each client’s financial circumstances and discussing appropriate solutions with the Financial Planner

· Preparing clear investment strategies, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner

· Completing quarterly reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities

· Effectively using research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus

· Being responsible for ensuring that recommendations are fully implemented in a timely manner

· Maintaining up-to-date knowledge of the industry, compliance and regulatory developments

· Working in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for our clients

·Part time hours will be considered

The ideal candidate

· You will be qualified with the Chartered Insurance Institute CII Level 6 Advanced Diploma in Financial Planning or an equivalent qualification

· You will embody their values of Integrity, Growth, Simplicity and Excellence

· You will be hard-working, energetic and able to easily adapt to change

· You will thrive in a culture rooted in fun, collaboration, learning and growth

· You will strive for excellence, setting high standards and be fully committed to nurturing your development with their support

The Package

· Salary between £40,000 – £55,000

· Up to 5% matched pension scheme

· Up to 38 days holiday (plus bank holidays)

· Hybrid working

· Income protection

· 3 paid charity days per year

· Private medical (after 2 years)

· Profit share

· Life assurance (4x pensionable salary)

· Enhanced sick pay

· Enhanced maternity/paternity pay

· Paid study/exam leave plus we cover the cost of qualifications and subscriptions

· Team events including monthly Friday social

· Free breakfast

· Free parking

· Financial support for counselling

· Perkbox

· Subscription to Calm App

How’s it flexible?

Hybrid

Part-time opportunities

About the role

• Work closely with the CEO and Head of Marketing to craft innovative and cohesive design concepts that align with the brand’s vision.
• Create and produce printed materials, such as training manuals, advertisements, brochures, mailers and posters, ensuring consistency and high quality across all outputs.
• Develop a range of digital assets, including banners, email templates, and promotional graphics for websites.
• Design engaging social media content that resonates with our audience and drives cross-platform engagement.
• Design visually appealing and functional packaging that enhances the brand’s identity and resonates with the target audience.
• Contribute to the design of user-friendly and visually appealing interfaces for websites, ensuring a seamless brand experience across all digital touchpoints.
• Oversee multiple projects from concept to completion, ensuring timely delivery and adherence to the brand’s standards and guidelines.

Requirements

• Prior design experience working in a design agency or in-house experience with a focus on both print and digital
• Bachelor’s degree in Graphic Design, Visual Arts, or a related field.
• Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign).
• Experience with web and app design tools such as Sketch, Figma, or Adobe XD.
• Strong portfolio showcasing a variety of print and digital design projects.
• Excellent visual and conceptual skills with a keen eye for detail.
• Strong understanding of branding, typography, colour and layout principles.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Excellent communication and presentation skills.

How’s it flexible?

Flexible working hours – Hybrid working- Finish at 3pm on a Friday

We’re looking for a Finance Assistant to join a luxury housewares design brand, based in their office in Goring-on-Thames, Oxfordshire. As part of the finance team, you will be a key player in process improvements to deliver a first-class central function and success across the business. You will offer expertise in the accounts payable function and reconciliations and possess an eye for detail with strong excel competencies.

Key Duties

· Ensuring all supplier invoices are authorised, processed, and recorded accurately and timely into Sage

· Process new supplier accounts into Sage

· Analysing & processing supplier invoices as per customer project codes & departments

· Dealing with suppliers’ queries courteously and efficiently

· Ensuring all suppliers records are completely up to date and maintain a solid relationship with our suppliers

· Processing employee expenses into Sage

· Assistance with weekly UK and international payment run

· Payables mailbox management

· Maintain and reconcile duty and freight cost control

· Prepayments for supplier invoices

· Accruals for supplier invoices

· Safeguard fixed asset additions

· Soldo & Barclaycard reconciliations

· Preparation of monthly international VAT returns including collation of VAT information and working closely with external VAT consultants

· Assist with cost analytics and reporting

· Assist with landed cost calculations, sales pricing and net profit reporting

· Assist with annual audit queries

· Assist with POP process development and improvements

· Perform ad hoc finance tasks as required

· You may be expected to perform different tasks to respond to the changing needs of the business

Education & Experience Requirements:

· Partially or fully qualified AAT, ACCA, CIMA or equivalent

· Advanced excel skills

· Sage (200c) experience highly desirable

· Highly organised and efficient – driven by priorities and deadlines

· Enthusiastic and hardworking

· Responsible, smart learner

· Determined and open-minded

· Customer-driven focus in everything you do

· Good humoured and positive team player

Benefits:

· 20 days annual leave, plus bank holidays

· progressive career development planning

· free on-site parking

· stakeholder pension scheme

· flexible working patterns

· time off/lieu credit system

· well-being programme and counselling services

· lunchtime tai-chi, pilates, and yoga

· on-site gym

· ping pong facilities

· cricket club

· generous friends and family discount scheme

· free monthly staff lunches

· free snacks, fruit, and beverages

How’s it flexible?

The company offers flexible working hours- e.g 8-4pm or 10-6pm