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Manchester, Greater Manchester, North West, England
Senior Financial Planner
Senior Financial Planner | UK-Wide | Hybrid | Permanent | Competitive Salary Bonus The FirmWe’re supporting a leading UK professional services and wealth management firm seeking an experienced Senior Financial Planner to join its growing Wealth team. Known for its collaborative culture and client-first approach, the firm combines professional excellence with a modern, flexible working environment. This is a chance to contribute your expertise while being supported in a culture that values your ideas, development, and ambition. Why this role is excitingTake ownership of a diverse portfolio of clients, including private individuals, business owners, and high-net-worth clients.Deliver holistic, strategic financial planning advice across investments, pensions, protection, and estate planning.Collaborate with a supportive in-house team of specialists and paraplanners to provide seamless client solutions.Work in a flexible, hybrid model, balancing remote and in-office working across UK locations.Grow your career in a forward-thinking firm investing heavily in its Wealth division. Key ResponsibilitiesDeliver tailored, comprehensive financial planning advice to help clients achieve their goals.Build, manage, and nurture long-term client relationships based on trust and exceptional service.Collaborate across teams to identify opportunities and provide integrated solutions.Keep up to date with market developments, legislation, and regulatory changes to ensure best practice.Support business growth through proactive networking, referrals, and client relationship development.About YouQualified to Level 6 Diploma or Chartered Financial Planner status (or working towards this).Proven experience delivering holistic financial advice in a professional environment.Strong interpersonal and communication skills with a genuine client-focused mindset.Commercially aware and able to identify opportunities for clients and the business.Collaborative, proactive, and growth-oriented, with the ability to work independently.What’s on OfferCompetitive salary with performance-based bonus and benefits.Hybrid working across UK locations for flexibility and work–life balance.Supportive, collaborative culture focused on professional development.Opportunity to manage a diverse, high-value client base and shape your career.Clear progression path in a growing, forward-thinking Wealth team.WHY TOP TALENT CHOOSES THIS FIRM This is more than a professional services firm. It is a place where ambitious professionals build careers with momentum, purpose, and longevity. If you want to do work that genuinely matters, be trusted with responsibility early, and grow alongside people who are both highly capable and genuinely approachable, this firm stands out. → Accelerated careers without corporate drag Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success. → Work that stretches you – with clients who value expertise You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability. → A culture built on trust, not hierarchy High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued. → A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future. → Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice. In short, if you are looking for: • Faster progression with meaningful responsibility • Smart, supportive colleagues who care about quality and outcomes • Challenging, impactful work with clients who value your expertise • A workplace where your voice truly matters  …this is a place to build a career you can be proud of – professionally and personally.
Riyaadh George Riyaadh George
Luxembourg
Fund Administration Manager - In-House
Fund Administration Manager - In-House Our client, a dynamic local AIFM, are growing their Luxembourg operations and looking to bring in an experienced Senior Corporate/Legal professional.  Key ResponsibilitiesOverseeing the on boarding and structuring process of regulated fund vehicles (private equity), ensuring alignment with applicable regulatory frameworks.Coordinating the preparation and execution of board meetings, including reviewing and approving core fund documentation.Monitoring legal and regulatory developments impacting the fund and ensuring their timely implementation by third-party service providers.Managing investor on boarding work flows in coordination with external stakeholders (transfer agents, legal counsel, compliance teams), with a strong focus on AML/KYC compliance and operational efficiency.Providing oversight of post-launch fund operations, including capital activity (subscriptions, capital calls, and distributions), maintaining investor registers, and ensuring accurate investor reporting Essential Skills & Experience Minimum of 5 years working experience in a fund administration/fund corporate position in LuxembourgWorking of open-ended fund structures and AIF'sStrong understanding of Luxembourg regulatory frameworks – AIFMD & CSSFYou must have authorisation to work in Luxembourg along with previous experience working in Luxembourg to be considered for this position.Call Settings Override To From Record Yes No Always use these settings
Scarlett WorthingtonScarlett Worthington
Dublin, County Dublin, Ireland
Fund Accounting Manager
Fund Accounting Manager Our client, a global provider of investment and fund administration services, are looking to grow their fund operations team. This role will be focused across private markets. Roles & ResponsibilitiesManage and develop team performance, including resource planning, mentoring staff, and providing training and guidance to support team growth.Collaborate with stakeholders and support strategic initiatives, including reviewing documentation for new fund launches, identifying operational risks, presenting reports at board meetings, and providing subject matter expertise for new business opportunities.Lead issue management and process improvements, conducting root cause analysis and contributing to initiatives that enhance operational efficiency and operating models.Oversee the timely and accurate delivery of fund NAVs, ensuring all procedures, controls, and operational standards are consistently followed.Act as the senior client contact for accounting matters, maintaining strong relationships and ensuring prompt resolution of queries.Essential Skills & Experience Minimum of 8 years experience in fund operations - this must be within private markets and alternative investment funds Must have management experience Must be based in or around Dublin with right to work
Scarlett WorthingtonScarlett Worthington
Dublin, County Dublin, Ireland
Fund Accounting Assistant Manager
Fund Accounting Assistant Manager Our client, a global provider of investment and fund administration services, are looking to grow their fund operations team. This role will be focused across private markets. Roles & Responsibilities Oversee the timely and accurate delivery of fund NAVs, ensuring all procedures, controls, and operational standards are followed.Act as a senior point of contact for clients, providing high-quality service and resolving queries efficiently.Support issue resolution and process improvement, contributing to root cause analysis and implementing appropriate remediation.Lead and develop team members, providing training, mentoring, and motivation to support performance and growth.Collaborate with stakeholders and support strategic initiatives, including reviewing documentation for new fund launches, identifying operational risks, contributing subject matter expertise for new business, and presenting administrator reports at board meetings when required.Essential Skills & Experience Minimum of 6 years experience in fund operations - must be alternative investment funds Must be based in and around Dublin with right to work
Scarlett WorthingtonScarlett Worthington
Dublin, County Dublin, Ireland
Fund Accounting Supervisor
Fund Accounting Supervisor Our client, a global provider of investment and fund administration services, are looking to grow their fund operations team. This role will be focussed across private markets. Roles & ResponsibiltiesOversee the accurate and timely review of fund NAVs, including verification of expense schedules, income calculations, capital activity, and fund fee calculations.Maintain and enforce operational controls throughout the NAV production cycle to ensure process integrity and compliance.Act as a key contact for clients on NAV-related fund accounting matters, managing queries and building strong working relationships with clients, internal teams, and external stakeholders.Support team leadership and development by supervising analysts, providing training and mentoring, and contributing to performance feedback and development discussions.Contribute to operational initiatives and new fund launches, collaborating across teams and strengthening technical knowledge of complex fund structures and financial instruments.Essential Skills & Experience Mininum of 3 years experience in fund operations - ideally alternative investment fundsBased in or around Dublin with right to work
Scarlett WorthingtonScarlett Worthington
Greater London, South East, England
Financial Risk Manager - Insurance
Financial Risk Manager - InsuranceBasingstoke | London Hybrid (3 days per week) | PermanentReady to step into a future Head of Financial Risk role?A major UK household-name general insurer is undergoing an exciting transformation — modernising its products, strengthening its capabilities and building a more forward-looking risk function. As part of this journey, we’re looking for an experienced Financial Risk Manager to join the Group Risk team with clear succession potential to Head of Financial Risk.Working directly with the Head of Financial Risk, this role sits at the centre of the organisation and offers significant exposure to senior stakeholders across actuarial, underwriting, pricing and finance. You’ll play a key role in ensuring the business understands and manages its financial risks effectively while supporting smarter commercial decision-making.This is an ideal opportunity for someone from a strong General Insurance background who wants to move beyond technical delivery and take on a role with strategic influence and long-term leadership potential.What you’ll be doingProvide independent review and challenge of pricing and underwriting models and strategiesPartner with actuarial, underwriting and finance teams to ensure robust methodologies and assumptionsMonitor pricing and underwriting controls against risk appetiteAssess pricing adequacy, risk selection and claims practicesIdentify emerging financial risks and recommend mitigation strategiesSupport oversight of reserving processes and reserve adequacyEnhance financial risk frameworks, policies and governanceDevelop KRIs, dashboards and reporting for senior management and Board committeesProvide risk input to new products, pricing initiatives and strategic decisionsWhat we’re looking forStrong experience in financial risk, actuarial, pricing or modelling within General InsuranceDeep understanding of pricing, underwriting, reserving and capital managementExperience reviewing or developing risk models and methodologiesAbility to challenge constructively and influence senior stakeholdersSomeone motivated by the opportunity to grow into a senior risk leadership roleWhy Join?Join a well-known UK insurer undergoing significant transformationHigh visibility with senior leadershipOpportunity to shape the future of financial risk oversightHybrid working and strong career development supportHigh visibility and exposure to strategic & impactful decison making. If you're a GI risk, actuarial or pricing professional looking for the next step into a role with genuine leadership trajectory, we’d love to hear from you.
Declan StarkDeclan Stark
London, Greater London, South East, England
Managing Director - Business Development
We are looking for an experienced commercial leader to take ownership of growth strategy within a global investment services platform. In this role, you will help shape commercial direction, strengthen client relationships, and drive revenue growth across a broad client base. You will work closely with senior stakeholders across product, operations and technology, ensuring commercial strategy remains aligned with client needs and evolving market opportunities. In this role, you will:Lead the commercial growth strategy, expanding revenue across both new and existing client relationships.Identify and develop new market opportunities, including client segments, service offerings and geographic expansion.Build and maintain a pipeline of strategic client opportunities and partnerships.Lead and develop a high-performing commercial team, setting clear objectives and driving performance.Oversee the development of tailored proposals and commercial solutions for complex client mandates.Strengthen relationships with existing clients, identifying opportunities to expand services and increase wallet share.Work closely with product, operations and technology teams to ensure services remain aligned with client needs.Contribute to product development priorities and go-to-market strategy.Stay close to industry trends, competitor activity and regulatory developments to inform strategic decisions.Report on commercial performance, including revenue growth, client acquisition and retention. Required for this role:20 years’ experience within alternatives, investment services or a related financial services environment.A strong track record of driving business development and commercial growth.Experience leading commercial or sales teams within complex financial services organisations.The ability to build relationships and influence senior stakeholders, clients and partners.A strategic mindset combined with a practical approach to delivering results.  If you’d be open to a confidential conversation, apply directly today.
Elliott SnowballElliott Snowball
London, Greater London, South East, England
Commercial Innovation Lead
We are looking for an experienced commercial strategist to lead innovation and new service development within a global investment services platform. In this role, you will focus on identifying market opportunities, shaping new offerings, and supporting the launch of services that support long-term business growth within the private markets and fund administration space. Working closely with senior leaders across commercial, operations, technology and compliance, you will take ideas from concept through to launch and play a key role in shaping future product strategy. In this role, you will:Identify new market opportunities by analysing industry trends, client demand and competitor activity.Develop business cases and commercial models for new products, services and market expansion.Design and structure new service offerings aligned with client needs.Collaborate with operations, technology, legal and compliance teams to bring new solutions to market.Lead the launch and go-to-market strategy for new products and services.Support the commercial team with client engagement and sales enablement.Monitor performance and client feedback to refine and evolve new offerings.Act as a subject matter expert on innovation, contributing to the organisation’s broader growth strategy. Requirement for the role:15–20 years’ experience within private markets, fund administration, or a related financial services environment.Exposure to product development, commercial strategy or market expansion initiatives.Strong strategic and analytical thinking, with the ability to translate ideas into practical commercial solutions.The ability to influence senior stakeholders and work across multiple teams.Strong communication and relationship-building skills. If you’d be open to a confidential conversation, apply directly today.
Elliott SnowballElliott Snowball