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Paraplanner at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Technical Knowledge, Client Centric Mindset, Suitability Reports, Technical Research, Cashflow Modelling, Communication Skills, Financial Planning Principles, Compliance Requirements, Analytical Skills, Attention To Detail, Collaboration, Professionalism
Specialization
Candidates should be Level 4 qualified in Financial Planning, with Level 6 or Chartered status being advantageous. Proven experience in a paraplanning role and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
Client Service Director, (Senior Vice President) at BNY
London, England, United Kingdom - Full Time
Skills Needed
Client Relationship Management, Problem Solving, Communication, Leadership, Middle Office Experience, Client Service Delivery, Financial Services, Custody Services, Fund Services, Analytical Skills, Team Guidance, Urgency, Prioritization, Controls Focus, Escalation, Collaboration
Specialization
Candidates should have sufficient years of middle office experience and a background in top-tier investment services firms. A bachelor's degree or equivalent experience in financial services is preferred.
Experience Required
Minimum 5 year(s)
Vice President, Implementation Consultant at BlackRock
Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Financial Services, Implementation Skills, Accounting Knowledge, Project Management, Cross Functional Team Leadership, Communication Skills, Relationship Management, Investment Accounting, Ifrs, Us Gaap, Statutory Accounting, Technology Utilization, Multi Tasking, Client Engagement, Problem Solving, Analytical Skills
Specialization
Candidates should have 7+ years of experience in financial services, with strong knowledge of accounting standards. They must also demonstrate the ability to lead cross-functional teams and maintain client relationships.
Experience Required
Minimum 5 year(s)
HR Business Partner - 12 Month FTC at SW Group
London, England, United Kingdom - Full Time
Skills Needed
Uk Employment Law, Employee Relations, Change Management, Compensation Management, Management Information, Recruitment, Coaching, Analytical Skills, Influencing Skills, Business Acumen, Resilience, Communication Skills, Cipd Qualification
Specialization
Candidates should have in-depth knowledge of UK employment law and experience in resolving complex people-related issues. Strong commercial acumen and excellent communication skills are also essential for this role.
Experience Required
Minimum 5 year(s)
Assistant Manager I at Dollar Tree
Hillside, Scotland, United Kingdom - Full Time
Skills Needed
Customer Service, Team Development, Store Management, Communication, Interpersonal Skills, Organizational Skills, Problem Solving, Decision Making
Specialization
A high school diploma or equivalent is preferred, along with store management experience in a retail environment. Strong communication and organizational skills are required, along with the ability to lift up to 55 lbs.
Data Analyst, Revenue Operations at Convera
Peterborough, England, United Kingdom - Full Time
Skills Needed
Sql, Python, Microsoft Excel, Data Analysis, Reporting, Data Visualization, Tableau, Power Bi, Analytical Skills, Problem Solving, Communication, Stakeholder Management, Data Cleansing, Automation, Forecasting, Collaboration
Specialization
Candidates should have a bachelor's degree in a relevant field and 3-5 years of experience in revenue operations or business analysis. Proficiency in SQL and Python, along with advanced Excel skills, is required.
Experience Required
Minimum 2 year(s)
Personal Lines Team Leader at Benefact Group
Carmarthen, Wales, United Kingdom - Full Time
Skills Needed
Leadership, Coaching, Communication, Client Experience, Client Service, Analytical Skills, Regulatory Standards, Insurance Knowledge, Team Management, Process Improvement
Specialization
Candidates should demonstrate values such as professionalism and ambition, and have experience in client service and advocacy. A Chartered Insurance Institute Certificate in Insurance or equivalent qualification is preferred.
Experience Required
Minimum 2 year(s)
Customer Service Adviser at Benefact Group
Taunton, England, United Kingdom - Full Time
Skills Needed
Customer Service, Sales, Lead Generation, Communication, Time Management, Teamwork, Organizational Skills, Proactivity, Rapport Building, Tenacity, Motivation, Professionalism
Specialization
Candidates should have confidence in building rapport with clients and be motivated to meet sales targets. Proven telephone or customer service experience is preferred, and candidates should be organized and disciplined in managing their workload.
Mortgage Case Manager at Together
Stockport, England, United Kingdom - Full Time
Skills Needed
Mortgage Processing, Loan Processing, Quality Oversight, Communication Skills, Report Production, Customer Service, Pipeline Management, Case Assessment, Team Support, Performance Management
Specialization
Candidates should have experience in mortgage or loan processing and the ability to assess and interpret financial documents. Strong communication skills and experience in a regulated environment are also essential.
Experience Required
Minimum 2 year(s)
HR Advisory Manager - 12 Month FTC at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Hr Advisory, Team Leadership, Employment Law, Communication Skills, Analytical Skills, Attention To Detail, Data Analysis, Employee Relations, Policy Development, Training Design, Client Relationship Management, Problem Solving, Time Management, Hris Reporting, Process Improvement
Specialization
Candidates should have a proven ability to lead a team and possess excellent knowledge of employment law applicable to the financial services sector. Strong communication skills and high computer literacy, particularly in MS Office, are also essential.
Experience Required
Minimum 5 year(s)
Insurance Analytics Developer at Lane Clark & Peacock
London, England, United Kingdom - Full Time
Skills Needed
C# Development, Azure Paas/Saas, Asp.Net Webapi, Database Technologies, Software Engineering Principles, Unit Testing, Change Management Control, Solid Principles, Non Life Insurance Insights, Effective Communication, Problem Solving, Agile Development, Python Development
Specialization
The role requires demonstrable proficiency in C# development and a practical knowledge of Azure offerings. Effective communication skills and a problem-solving mindset are essential, along with familiarity with Agile development processes.
Insurance Administrator at Benefact Group
Taunton, England, United Kingdom - Full Time
Skills Needed
Client Communication, Sales Motivation, Lead Generation, Organizational Skills, Team Collaboration, Customer Service, Professionalism, Proactivity, Rapport Building, Time Management
Specialization
Candidates should have confidence in building rapport with clients and be motivated to meet sales targets. Proven telephone or customer service experience is preferred, along with the ability to work effectively within a team.
WiseWomenCode - London at Wise
London, England, United Kingdom - Full Time
Skills Needed
Coding, Networking, Workshops, Job Shadowing, Technical Paths, Fintech, Collaboration, Confidence, Skills, Diversity, Inclusion, Support, Guidance, Career Development, Women In Tech, Non Binary Inclusion
Specialization
Applicants should be at the start of their tech careers, having recently studied tech through a bootcamp or university, and should be comfortable with basic coding. The program invites tech students, recent career changers, and individuals returning to work after a career break.
2026 BNY Analyst Program - Enterprise Onboarding Platform -Manchester at BNY
Manchester, England, United Kingdom - Full Time
Skills Needed
Analytical Skills, Communication Skills, Problem Solving, Creativity, Intellectual Curiosity, Self Motivation, Project Management, Process Improvement
Specialization
Candidates should be current undergraduate students graduating in 2026, preferably with backgrounds in Data Science, Operations Management, Statistics, Analytics, Business, Accounting, or Finance. The ideal candidate should demonstrate intellectual curiosity, creativity, and a commitment to excellence.
Data Automation Specialist (Alteryx/UiPath) at BNY
Manchester, England, United Kingdom - Full Time
Skills Needed
Data Analysis, Business Intelligence, Process Automation, Alteryx, Uipath, Sql, Excel, Power Bi, Python, Etl, Data Warehousing, Apis, Automation Governance, Agile Practices, Ai Prompts, Requirements Gathering
Specialization
Candidates should have a bachelor's degree in a quantitative field or equivalent experience, along with proficiency in Alteryx or UiPath. Strong SQL and Excel skills, as well as experience in data analysis and process automation, are required.
Experience Required
Minimum 2 year(s)
Senior Product Designer at Flagstone Group LTD
London, England, United Kingdom - Full Time
Skills Needed
User Experience, Mentoring, Design Systems, Wireframing, Prototyping, Ui Design, Usability Testing, User Research, Communication, Collaboration, Data Analysis, Product Management, Technical Stakeholders, Design Excellence, Innovation, Task Efficiency
Specialization
The ideal candidate should have experience designing complex workflows and UIs, as well as working with design systems, preferably in Figma. Strong communication skills and the ability to adapt to critique are also essential.
Experience Required
Minimum 5 year(s)
Prep Cook - Vermont State House at Whitsons Culinary Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Positive Attitude, Team Spirit, Reliability, Attention To Cleanliness, Willingness To Learn, Food Safety, Fast Paced Environment
Specialization
A high school diploma or GED is required, and food handling certification is preferred but not mandatory. Candidates should have a positive attitude, be reliable, and be able to lift 40 pounds or more.
Receptionist, Wetherby at PortmanDentex
Leeds, England, United Kingdom - Full Time
Skills Needed
Reception Experience, Positive Attitude, Empathy, Organization, Communication Skills, Motivation, Relationship Building, Exceptional Standards Of Care
Specialization
Candidates should have previous front of house reception experience, ideally in a dental or healthcare setting. A positive attitude, strong communication skills, and a commitment to patient care are essential.
Anaplan Model Builder at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Anaplan, Financial Modelling, Data Technologies, Tableau, Alteryx, Sql, Financial Services Knowledge, Requirements Gathering, Uat, Governance, Documentation, Model Development, User Training, Technical Configuration, Forecasting, Channel Profitability
Specialization
Candidates should have experience in building and maintaining financial models and knowledge of planning and modelling technologies. Familiarity with Anaplan tools and experience in the financial services industry are advantageous.
Experience Required
Minimum 2 year(s)
Senior Data Scientist - 12 month FTC at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Data Science, Generative Ai, Machine Learning, Data Manipulation, Data Engineering, Stakeholder Management, Exploratory Data Analysis, Python, Sql, Automation, Data Visualization, Research Implementation, Quality Assurance, Communication, Attention To Detail, Problem Solving
Specialization
Candidates should have a degree in a quantitative discipline and experience with high volumes of data. Knowledge of machine learning techniques and practical experience in developing models in a commercial context is essential.
Experience Required
Minimum 2 year(s)
Paraplanner at SW Group
City of London, England, United Kingdom -
Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Technical Knowledge, Client-Centric Mindset, Suitability Reports, Technical Research, Cashflow Modelling, Communication Skills, Financial Planning Principles, Compliance Requirements, Analytical Skills, Attention To Detail, Collaboration, Professionalism

Industry

Financial Services

Description
Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. Job Description We are building our Paraplanner Talent Pool for upcoming opportunities across Evelyn Partners. As we continue to grow, we are looking for individuals who combine strong technical knowledge with an exceptional client‑centric mindset. As a Paraplanner, you will play a key role in supporting our Financial Planners to deliver high‑quality, compliant, and meaningful advice to clients. You will also contribute directly to client meetings, particularly in areas such as cashflow modelling and technical explanations. This is an excellent opportunity for someone who is committed to long‑term career development within financial planning and is motivated by delivering high standards of work, collaboration, and continuous improvement. What you'll be doing: In this role, you will: Client Advice & Technical Support Produce clear, accurate, and comprehensive suitability reports across a broad range of advice areas, financial products, and investment solutions. Carry out technical research to support holistic financial planning recommendations. Attend client meetings as required to support the Financial Planner, including presenting cashflow modelling outcomes Ensure client records, documents, and reports are accurately uploaded and maintained in the back‑office system. Work closely with Financial Planners to ensure high‑quality outcomes and an excellent client experience. Communicate proactively with Financial Planners regarding expected delivery dates and outstanding requirements. Qualifications To be successful in this role, you should: Level 4 qualified (CII Diploma in Financial Planning / Regulated Financial Planning) – essential. Level 6 / Chartered status – highly advantageous. AF7 (Pension Transfers) – beneficial Experience & Skills Proven experience in a paraplanning role with strong technical capability. Excellent written and verbal communication skills, capable of explaining complex issues clearly. Strong understanding of financial planning principles, cashflow modelling, and compliance requirements. High attention to detail, strong analytical skills, and the ability to manage your own workload effectively. A collaborative, professional, and client-focused approach. Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. Office Location: London
Responsibilities
As a Paraplanner, you will support Financial Planners in delivering high-quality advice to clients and contribute to client meetings. You will produce suitability reports, conduct technical research, and ensure accurate maintenance of client records.
Paraplanner at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Technical Knowledge, Client Centric Mindset, Suitability Reports, Technical Research, Cashflow Modelling, Communication Skills, Financial Planning Principles, Compliance Requirements, Analytical Skills, Attention To Detail, Collaboration, Professionalism
Specialization
Candidates should be Level 4 qualified in Financial Planning, with Level 6 or Chartered status being advantageous. Proven experience in a paraplanning role and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
Client Service Director, (Senior Vice President) at BNY
London, England, United Kingdom - Full Time
Skills Needed
Client Relationship Management, Problem Solving, Communication, Leadership, Middle Office Experience, Client Service Delivery, Financial Services, Custody Services, Fund Services, Analytical Skills, Team Guidance, Urgency, Prioritization, Controls Focus, Escalation, Collaboration
Specialization
Candidates should have sufficient years of middle office experience and a background in top-tier investment services firms. A bachelor's degree or equivalent experience in financial services is preferred.
Experience Required
Minimum 5 year(s)
Vice President, Implementation Consultant at BlackRock
Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Financial Services, Implementation Skills, Accounting Knowledge, Project Management, Cross Functional Team Leadership, Communication Skills, Relationship Management, Investment Accounting, Ifrs, Us Gaap, Statutory Accounting, Technology Utilization, Multi Tasking, Client Engagement, Problem Solving, Analytical Skills
Specialization
Candidates should have 7+ years of experience in financial services, with strong knowledge of accounting standards. They must also demonstrate the ability to lead cross-functional teams and maintain client relationships.
Experience Required
Minimum 5 year(s)
HR Business Partner - 12 Month FTC at SW Group
London, England, United Kingdom - Full Time
Skills Needed
Uk Employment Law, Employee Relations, Change Management, Compensation Management, Management Information, Recruitment, Coaching, Analytical Skills, Influencing Skills, Business Acumen, Resilience, Communication Skills, Cipd Qualification
Specialization
Candidates should have in-depth knowledge of UK employment law and experience in resolving complex people-related issues. Strong commercial acumen and excellent communication skills are also essential for this role.
Experience Required
Minimum 5 year(s)
Assistant Manager I at Dollar Tree
Hillside, Scotland, United Kingdom - Full Time
Skills Needed
Customer Service, Team Development, Store Management, Communication, Interpersonal Skills, Organizational Skills, Problem Solving, Decision Making
Specialization
A high school diploma or equivalent is preferred, along with store management experience in a retail environment. Strong communication and organizational skills are required, along with the ability to lift up to 55 lbs.
Data Analyst, Revenue Operations at Convera
Peterborough, England, United Kingdom - Full Time
Skills Needed
Sql, Python, Microsoft Excel, Data Analysis, Reporting, Data Visualization, Tableau, Power Bi, Analytical Skills, Problem Solving, Communication, Stakeholder Management, Data Cleansing, Automation, Forecasting, Collaboration
Specialization
Candidates should have a bachelor's degree in a relevant field and 3-5 years of experience in revenue operations or business analysis. Proficiency in SQL and Python, along with advanced Excel skills, is required.
Experience Required
Minimum 2 year(s)
Personal Lines Team Leader at Benefact Group
Carmarthen, Wales, United Kingdom - Full Time
Skills Needed
Leadership, Coaching, Communication, Client Experience, Client Service, Analytical Skills, Regulatory Standards, Insurance Knowledge, Team Management, Process Improvement
Specialization
Candidates should demonstrate values such as professionalism and ambition, and have experience in client service and advocacy. A Chartered Insurance Institute Certificate in Insurance or equivalent qualification is preferred.
Experience Required
Minimum 2 year(s)
Customer Service Adviser at Benefact Group
Taunton, England, United Kingdom - Full Time
Skills Needed
Customer Service, Sales, Lead Generation, Communication, Time Management, Teamwork, Organizational Skills, Proactivity, Rapport Building, Tenacity, Motivation, Professionalism
Specialization
Candidates should have confidence in building rapport with clients and be motivated to meet sales targets. Proven telephone or customer service experience is preferred, and candidates should be organized and disciplined in managing their workload.
Mortgage Case Manager at Together
Stockport, England, United Kingdom - Full Time
Skills Needed
Mortgage Processing, Loan Processing, Quality Oversight, Communication Skills, Report Production, Customer Service, Pipeline Management, Case Assessment, Team Support, Performance Management
Specialization
Candidates should have experience in mortgage or loan processing and the ability to assess and interpret financial documents. Strong communication skills and experience in a regulated environment are also essential.
Experience Required
Minimum 2 year(s)
HR Advisory Manager - 12 Month FTC at SW Group
City of London, England, United Kingdom - Full Time
Skills Needed
Hr Advisory, Team Leadership, Employment Law, Communication Skills, Analytical Skills, Attention To Detail, Data Analysis, Employee Relations, Policy Development, Training Design, Client Relationship Management, Problem Solving, Time Management, Hris Reporting, Process Improvement
Specialization
Candidates should have a proven ability to lead a team and possess excellent knowledge of employment law applicable to the financial services sector. Strong communication skills and high computer literacy, particularly in MS Office, are also essential.
Experience Required
Minimum 5 year(s)
Insurance Analytics Developer at Lane Clark & Peacock
London, England, United Kingdom - Full Time
Skills Needed
C# Development, Azure Paas/Saas, Asp.Net Webapi, Database Technologies, Software Engineering Principles, Unit Testing, Change Management Control, Solid Principles, Non Life Insurance Insights, Effective Communication, Problem Solving, Agile Development, Python Development
Specialization
The role requires demonstrable proficiency in C# development and a practical knowledge of Azure offerings. Effective communication skills and a problem-solving mindset are essential, along with familiarity with Agile development processes.
Insurance Administrator at Benefact Group
Taunton, England, United Kingdom - Full Time
Skills Needed
Client Communication, Sales Motivation, Lead Generation, Organizational Skills, Team Collaboration, Customer Service, Professionalism, Proactivity, Rapport Building, Time Management
Specialization
Candidates should have confidence in building rapport with clients and be motivated to meet sales targets. Proven telephone or customer service experience is preferred, along with the ability to work effectively within a team.
WiseWomenCode - London at Wise
London, England, United Kingdom - Full Time
Skills Needed
Coding, Networking, Workshops, Job Shadowing, Technical Paths, Fintech, Collaboration, Confidence, Skills, Diversity, Inclusion, Support, Guidance, Career Development, Women In Tech, Non Binary Inclusion
Specialization
Applicants should be at the start of their tech careers, having recently studied tech through a bootcamp or university, and should be comfortable with basic coding. The program invites tech students, recent career changers, and individuals returning to work after a career break.
2026 BNY Analyst Program - Enterprise Onboarding Platform -Manchester at BNY
Manchester, England, United Kingdom - Full Time
Skills Needed
Analytical Skills, Communication Skills, Problem Solving, Creativity, Intellectual Curiosity, Self Motivation, Project Management, Process Improvement
Specialization
Candidates should be current undergraduate students graduating in 2026, preferably with backgrounds in Data Science, Operations Management, Statistics, Analytics, Business, Accounting, or Finance. The ideal candidate should demonstrate intellectual curiosity, creativity, and a commitment to excellence.
Data Automation Specialist (Alteryx/UiPath) at BNY
Manchester, England, United Kingdom - Full Time
Skills Needed
Data Analysis, Business Intelligence, Process Automation, Alteryx, Uipath, Sql, Excel, Power Bi, Python, Etl, Data Warehousing, Apis, Automation Governance, Agile Practices, Ai Prompts, Requirements Gathering
Specialization
Candidates should have a bachelor's degree in a quantitative field or equivalent experience, along with proficiency in Alteryx or UiPath. Strong SQL and Excel skills, as well as experience in data analysis and process automation, are required.
Experience Required
Minimum 2 year(s)
Senior Product Designer at Flagstone Group LTD
London, England, United Kingdom - Full Time
Skills Needed
User Experience, Mentoring, Design Systems, Wireframing, Prototyping, Ui Design, Usability Testing, User Research, Communication, Collaboration, Data Analysis, Product Management, Technical Stakeholders, Design Excellence, Innovation, Task Efficiency
Specialization
The ideal candidate should have experience designing complex workflows and UIs, as well as working with design systems, preferably in Figma. Strong communication skills and the ability to adapt to critique are also essential.
Experience Required
Minimum 5 year(s)
Prep Cook - Vermont State House at Whitsons Culinary Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Positive Attitude, Team Spirit, Reliability, Attention To Cleanliness, Willingness To Learn, Food Safety, Fast Paced Environment
Specialization
A high school diploma or GED is required, and food handling certification is preferred but not mandatory. Candidates should have a positive attitude, be reliable, and be able to lift 40 pounds or more.
Receptionist, Wetherby at PortmanDentex
Leeds, England, United Kingdom - Full Time
Skills Needed
Reception Experience, Positive Attitude, Empathy, Organization, Communication Skills, Motivation, Relationship Building, Exceptional Standards Of Care
Specialization
Candidates should have previous front of house reception experience, ideally in a dental or healthcare setting. A positive attitude, strong communication skills, and a commitment to patient care are essential.
Anaplan Model Builder at LegalAndGeneral
Cardiff, Wales, United Kingdom - Full Time
Skills Needed
Anaplan, Financial Modelling, Data Technologies, Tableau, Alteryx, Sql, Financial Services Knowledge, Requirements Gathering, Uat, Governance, Documentation, Model Development, User Training, Technical Configuration, Forecasting, Channel Profitability
Specialization
Candidates should have experience in building and maintaining financial models and knowledge of planning and modelling technologies. Familiarity with Anaplan tools and experience in the financial services industry are advantageous.
Experience Required
Minimum 2 year(s)
Senior Data Scientist - 12 month FTC at LegalAndGeneral
City of London, England, United Kingdom - Full Time
Skills Needed
Data Science, Generative Ai, Machine Learning, Data Manipulation, Data Engineering, Stakeholder Management, Exploratory Data Analysis, Python, Sql, Automation, Data Visualization, Research Implementation, Quality Assurance, Communication, Attention To Detail, Problem Solving
Specialization
Candidates should have a degree in a quantitative discipline and experience with high volumes of data. Knowledge of machine learning techniques and practical experience in developing models in a commercial context is essential.
Experience Required
Minimum 2 year(s)