Do you have experience in Customer Services or the Financial Services sector? Are you organised and able to multitask?

Our client, an award-winning investment and technology solutions firm, is looking for a Client Services Consultant to join their team. This client offers a fantastic training program, and they are very supportive of flexible working. The team are also very happy to consider any applicants seeking part time hours.

Your responsibilities will be:

• Providing excellent customer service on the phone, email and via web chats
• Answering queries regarding products, website, processes and investments
• Liaising with a number of internal departments to solve queries
• Liaising with clients and third party providers
• Performing various administrative tasks

Your skills:

• Experience in Customer Service
• Excellent communication and interpersonal skills
• Strong verbal and written skills
• Ability to work in a fast-paced environment

Please apply today to be considered for this role.

Are you a detail-oriented professional with expertise in risk management and assurance?

Do you thrive in collaborative environments and have a creative approach to problem-solving? 

Our client, a leading insurance firm, is seeking a Risk & Assurance Officer to join their Bristol team and play a key role in maintaining and enhancing their comprehensive risk management framework.

Your Responsibilities:

• Monitor and report on the internal control framework and document key risks and controls
• Support risk reviews, control testing, and compliance reporting
• Maintain risk systems, track loss events, and identify emerging risks
• Conduct due diligence and support operational resilience and data protection activities
• Ensure compliance with regulatory standards and pursue professional development

Your Skills: 

• Working towards or willing to achieve Risk Management qualifications
• Experience in risk management or financial services is desirable but not essential
• Strong relationship-building skills and high self-awareness
• Creative problem-solver with a collaborative approach
• Open to adjustments based on organisational needs

If this sounds like you, please apply today.

Do you have strong written and verbal communication skills? Are you also highly organised and able to multitask?

Our client, an award-winning financial services firm, is looking for a Client Support Administrator to join their team. 

Your Responsibilities:

• Support the client consultants to ensure the service agreed is fully embraced within the businesses that have signed with the firm
• Collate and use reports from the firms secure site to establish training requirements of external and internal users and implement the required training programmes
• Provide support to the Client Services Team by taking ownership of and resolving complex queries
• Use reports to establish system development requirements and issues and liaise with internal stakeholders to address them
• Maintain professionalism when engaging with internal staff and management

Your Skills:

• Strong communicator with a can do approach 
• Enthusiastic and resilient individual  
• Strong planning and organisation skills
• Able to effectively manage own workload and use own initiative
• Proficient in Microsoft Office

If this sounds like you, please apply today.

Do you have an analytical and client focused mindset?  Are you passionate about financial planning?

Our client, a leading specialist in investment management and financial planning, is looking for a Paraplanner to join their team.  This role would suit someone with some paraplanner experience who is looking to develop their career in a collaborative work environment.

About the role:

• Undertake client risk assessments and research
• Prepare suitability letter and recommendation reports for a range of products
• Assist with planning, including income planning, IHT and tax calculations
• Undertake calculations including pensions carry forward, tapered annual allowances and income tax
• Manage project work and time sensitive client communications
• Work with the wider team to provide excellent client service

About you:

• CII PFS Diploma qualified, with experience as a Paraplanner 
• Excellent numeracy and literacy skills (minimum GCSE grades A-C/5-9 in Maths and English)
• Strong computer skills, including competency in Word, Excel, and client record/database systems
• Excellent attention to detail, strong organisation, and time management skills
• Critical thinker with strong problem-solving abilities
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills

If you are an analytical professional with a passion for financial planning and a commitment to delivering high-quality work, we would love to hear from you.

Are you an organised and efficient administrator? Do you have good communication skills and a ‘can do’ attutude?

Our client, an award winning investment and technology firm, is looking for an Investment Administrator on a 12 month Fixed Term Contract.

Your responsibilities will include:

• Ensure the smooth day to day running of client accounts
• Work with your team to make sure all work is processed and quality checked 
• Support other teams within Operations Department
• Onboard new clients
• Deal with post and emails in and out of the business
• Day-to-day client administration for existing clients and advisers

Your skills:

• Well organised
• Self-reliant, good problem solver, results oriented
• Energetic, collaborative, and proactive
• Good communication skills
• Familiarity with Microsoft Office, including strong Excel knowledge
• At least 6-12 months experience in a similar administration based role (desirable)
• An understanding of ISA and SIPP regulations (desirable)

If this sounds like you, please apply today!

Our client, a commercial and retail bank, has an opening for a Risk Manager to join their team. This client is a forward thinking organisation, and offers tailored career development and training opportunities.

About the role:

• Provide support during audits, regulatory exams, and risk remediation activities
• Ensure compliance with the Senior Manager and Certification Regime
• Analyse data to identify trends and proactively manage risks
• Advise business partners on risk policies and programs
• Drive collaboration across risk, legal, and compliance functions
• Escalate risk issues to executive management
• Identify opportunities to enhance risk management practices

About you:

• Analytical mindset: Ask why, explore possibilities, and master data analysis
• Excellent communication skills, and ability to speak and present to stakeholders at all levels
• Ability to navigate uncertainty with careful decision-making
• Able to stay focused on goals and embrace challenges
• Values diverse perspectives and teamwork

If this sounds like you, apply today!

Do you have experience of end to end management of administration within Financial Services? Can you develop positive relationships and collaborate well with others?

Our client, an award winning investment firm, is looking for a Client Executive to join their growing team in Birmingham.

You will:

• Act as the primary contact for clients, managing enquries and administrative communication
• Oversee the client life cycle process, including account opening, onboarding, transfers, and payments
• Maintain accurate records in client support systems 
• Collaborate with the investment team to gather client information and produce necessary documentation
• Identify and implement process improvements, sharing best practices with the team
• Manage administrative tasks to support investment managers and facilitate business growth

Your skills and qualifications:

• Knowledge of Financial Services regulations and products
• Strong organisational skills with the ability to prioritise tasks
• High attention to detail in communications and administration
• Client-facing experience with effective relationship-building abilities
• Relevant experience in administration, with GCSEs in English and Maths (Grades A-C or equivalent preferred)

If you think this sounds like you, please apply today. We would love to hear from you!

Do you have experience of end to end management of administration within Financial Services? Can you develop positive relationships and collaborate well with others?

Our client, an award winning investment firm, is looking for a Client Executive to join their growing team in Bristol on a 12 month Fixed Term Contract.

You will:

• Act as the primary contact for clients, managing enquries and administrative communication
• Oversee the client life cycle process, including account opening, onboarding, transfers, and payments
• Maintain accurate records in client support systems
• Collaborate with the investment team to gather client information and produce necessary documentation
• Identify and implement process improvements, sharing best practices with the team
• Manage administrative tasks to support investment managers and facilitate business growth

Your skills and qualifications:

• Knowledge of Financial Services regulations and products
• Strong organisational skills with the ability to prioritise tasks
• High attention to detail in communications and administration
• Client-facing experience with effective relationship-building abilities
• Relevant experience in administration, with GCSEs in English and Maths (Grades A-C or equivalent preferred)

If you think this sounds like you, please apply today. We would love to hear from you!

Our client, a commercial and retail bank, has an opening for a Continuity and Resilience Risk Manager to join their team. This client is a forward thinking organisation, and offers tailored career development and training opportunities.

About the role:

• Lead the Business Continuity team, managing day-to-day activities
• Continuously review and evolve assessments and tests, identifying risks and recommending mitigation
• Drive engagement and understanding of business continuity practices at all levels of the organisation
• Collaborate with technology and third-party teams to design and implement continuity and exit plans
• Work closely with security and leadership teams to prepare for unexpected challenges
• Ensure regulatory compliance with Operational Resilience standards

About you:

• Proven experience in managing business continuity programs, including disaster recovery and testing
• Knowledge of Operational Resilience regulations and embedding them into processes
• Excellent stakeholder management skills and the ability to work across all levels of an organisation
• People leadership experience with a focus on team development
• Analytical and problem-solving skills to address complex challenges and deliver optimal solutions

If this sounds like you, apply today!

Our client, a commercial and retail bank, has an opening for a Governance Risk Manager to join their team. This client is a forward thinking organisation, and offers tailored career development and training opportunities.

About the role:

• Partner with teams to ensure effective review and challenge of consumer committee and forum materials
• Facilitate key Consumer Duty governance committees
• Lead governance improvement programmes across the Risk Office and wider business
• Analyse insights from customer journey testing and other sources to identify key themes and share findings with senior stakeholders
• Advocate for customers, using internal and external insights to inform recommendations

About you:

• Experience in risk management, particularly internal risk practices
• Strong understanding of customer regulation and Consumer Duty principles
• Ability to analyse qualitative and quantitative data, delivering actionable insights
• Excellent stakeholder management skills with a collaborative and influential approach
• Meticulous attention to detail with the ability to produce high-quality reports and presentations
• Strong judgement and the ability to assess and recommend actions on diverse risks
• Critical thinking skills and a passion for improving customer outcomes

If this sounds like you, apply today!