69 Resource Allocation jobs in London

Our client is seeking a highly experienced and diligent Head of Facilities & Operations Management to oversee their extensive operational infrastructure. This is a fully remote role, offering the flexibility to manage operations across various sites from anywhere within the UK, while maintaining close ties to the company's core activities typically centered around the London, England, UK metropolitan area. You will be responsible for ensuring the efficient, safe, and cost-effective operation and maintenance of all company facilities and support services. The ideal candidate will possess a strong background in facilities management, health and safety compliance, strategic resource allocation, and vendor management. Your leadership will be crucial in developing and implementing policies and procedures that optimize operational performance, enhance employee well-being, and support the company's strategic objectives. This role requires exceptional organizational skills and a proactive approach to managing complex operational challenges.

Key Responsibilities:

• Develop and implement strategic plans for facilities management, encompassing maintenance, security, cleaning, space utilization, and vendor services.
• Oversee the operations and maintenance of all company buildings, grounds, and infrastructure to ensure a safe, clean, and functional working environment.
• Manage and negotiate contracts with external service providers, including cleaning, security, maintenance, and catering companies, ensuring service level agreements are met.
• Develop and manage the facilities and operations budget, controlling costs and identifying opportunities for efficiency.
• Ensure compliance with all health, safety, environmental, and regulatory standards (e.g., COSHH, Fire Safety, Building Regulations).
• Lead and manage a team of facilities and operations staff, providing direction, support, and professional development.
• Oversee major repair projects, renovations, and space planning initiatives.
• Implement and manage robust security protocols to protect company assets and personnel.
• Develop and execute emergency preparedness and business continuity plans.
• Conduct regular site inspections and audits to ensure standards are maintained and identify areas for improvement.
• Manage waste management and sustainability initiatives across all facilities.
• Serve as a key point of contact for all facilities-related issues, both internally and externally.

Qualifications and Experience:

• A Bachelor's degree in Facilities Management, Business Administration, Engineering, or a related field. Professional qualifications such as BIFM/CMI are highly desirable.
• Minimum of 7-10 years of progressive experience in facilities and operations management, with a strong track record in strategic leadership.
• Proven experience in managing large, complex facilities and multi-site operations.
• In-depth knowledge of health and safety legislation and best practices.
• Strong experience in contract negotiation, vendor management, and budget control.
• Excellent leadership, team management, and communication skills.
• Proficiency in facilities management software and standard office applications.
• Ability to work effectively in a fully remote capacity, demonstrating strong organizational and self-management skills.
• Experience with sustainability initiatives and green building practices is a plus.

This is a significant opportunity for a dedicated facilities and operations leader to manage and optimize essential services for our client remotely, ensuring operational excellence across their portfolio.

Description

Our Programme Managers are always thinking about the bigger picture. Every position at Amazon offers the opportunity for employees to influence business decisions and shape the future. But as a Senior Programme Manager, pioneering new ways of thinking, designing and delivering is your mission. Collaborating with a wide range of stakeholders across the business, youu2019ll continuously be scoping out new solutions. Youu2019ll conduct your own research and analysis, always with an eye on the long-term vision of the business. This is your opportunity to have a big impact on some of the most exciting new ideas that are shaping the future of Amazon.



Key job responsibilities

- Create innovative solutions using data and research to address wider challenges in your organisation

- Take a big-picture approach in your analysis of business operations, driving improvements across a range of teams and organisations

- Work alongside senior leadership to establish and prioritise improvement programmes, seeing them through from start to finish

- Enhance operational performance on every programme in partnership with your stakeholders

- Find practical and simple solutions to complex problems without sacrificing quality or core functionality.

- Responsible to set priorities, anticipate risks and resolve/escalate the issues that might impact the project timelines.



A day in the life

As Senior Programme Manager, youu2019ll drive and manage the implementation of creative, data-driven change in Amazon, leading improvement projects and programmes. Youu2019ll use strategic thinking to define and implement an efficient project plan. Some managers are based on-site while others work remotely, depending on the most suitable option for their team and tasks.



Senior Programme Managers have significant responsibilities, and youu2019ll deal with complex challenges with creativity, innovation, and leadership. With a responsibility extending beyond process improvements, you could also contribute to improving other areas of the business, like diversity, equity, and inclusion.



About the team

Amazon couldnu2019t deliver at pace without the Amazon Transportation Service (ATS) team. As part of ATS, youu2019ll be welcomed into a diverse team that plays a central role in our success. Using air, sea and road transport, as well as sortation centres equipped with the latest technology, youu2019ll help Amazonu2019s transport run at maximum efficiency. Our team captures data and uses it to drive decisions. They are key to making Amazon more innovative and efficient.

We put safety first as our people are our priority. And we use the expertise of our people to get packages to their destination.

Basic Qualifications

- A degree

- Experience owning programme strategy, end to end delivery, and communicating results to senior leadership

- Experience using data and metrics to determine and drive improvements

- Experience working cross functionally with tech and non-tech teams

- Relevant experience leading complex projects with a wide range of stakeholders, including your peers and leadership

- Experience working with the MS Office suite (Word, Excel, Outlook)

Preferred Qualifications

- Advanced or masteru2019s degree

- Project-management qualification such as PRINCE2, APM, PMI, or similar

- Understanding of continuous improvement methodologies such as Six Sigma or Lean

- Experience working in an operational environment or with technical teams



Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.



Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.



Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region youu2019re applying in isnu2019t listed, please contact your Recruiting Partner.

Description

Our Programme Managers are always thinking about the bigger picture. Every position at Amazon offers the opportunity for employees to influence business decisions and shape the future. But as a Senior Programme Manager, pioneering new ways of thinking, designing and delivering is your mission. Collaborating with a wide range of stakeholders across the business, youu2019ll continuously be scoping out new solutions. Youu2019ll conduct your own research and analysis, always with an eye on the long-term vision of the business. This is your opportunity to have a big impact on some of the most exciting new ideas that are shaping the future of Amazon.



Key job responsibilities

- Create innovative solutions using data and research to address wider challenges in your organisation

- Take a big-picture approach in your analysis of business operations, driving improvements across a range of teams and organisations

- Work alongside senior leadership to establish and prioritise improvement programmes, seeing them through from start to finish

- Enhance operational performance on every programme in partnership with your stakeholders

- Find practical and simple solutions to complex problems without sacrificing quality or core functionality.

- Responsible to set priorities, anticipate risks and resolve/escalate the issues that might impact the project timelines.



A day in the life

As Senior Programme Manager, youu2019ll drive and manage the implementation of creative, data-driven change in Amazon, leading improvement projects and programmes. Youu2019ll use strategic thinking to define and implement an efficient project plan. Some managers are based on-site while others work remotely, depending on the most suitable option for their team and tasks.



Senior Programme Managers have significant responsibilities, and youu2019ll deal with complex challenges with creativity, innovation, and leadership. With a responsibility extending beyond process improvements, you could also contribute to improving other areas of the business, like diversity, equity, and inclusion.



About the team

Amazon couldnu2019t deliver at pace without the Amazon Transportation Service (ATS) team. As part of ATS, youu2019ll be welcomed into a diverse team that plays a central role in our success. Using air, sea and road transport, as well as sortation centres equipped with the latest technology, youu2019ll help Amazonu2019s transport run at maximum efficiency. Our team captures data and uses it to drive decisions. They are key to making Amazon more innovative and efficient.

We put safety first as our people are our priority. And we use the expertise of our people to get packages to their destination.

Basic Qualifications

- A degree

- Experience owning programme strategy, end to end delivery, and communicating results to senior leadership

- Experience using data and metrics to determine and drive improvements

- Experience working cross functionally with tech and non-tech teams

- Relevant experience leading complex projects with a wide range of stakeholders, including your peers and leadership

- Experience working with the MS Office suite (Word, Excel, Outlook)

Preferred Qualifications

- Advanced or masteru2019s degree

- Project-management qualification such as PRINCE2, APM, PMI, or similar

- Understanding of continuous improvement methodologies such as Six Sigma or Lean

- Experience working in an operational environment or with technical teams



Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.



Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.



Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region youu2019re applying in isnu2019t listed, please contact your Recruiting Partner.

Description
Our Programme Managers are always thinking about the bigger picture. Every position at Amazon offers the opportunity for employees to influence business decisions and shape the future. But as a Senior Programme Manager, pioneering new ways of thinking, designing and delivering is your mission. Collaborating with a wide range of stakeholders across the business, you'll continuously be scoping out new solutions. You'll conduct your own research and analysis, always with an eye on the long-term vision of the business. This is your opportunity to have a big impact on some of the most exciting new ideas that are shaping the future of Amazon.
Key job responsibilities
- Create innovative solutions using data and research to address wider challenges in your organisation
- Take a big-picture approach in your analysis of business operations, driving improvements across a range of teams and organisations
- Work alongside senior leadership to establish and prioritise improvement programmes, seeing them through from start to finish
- Enhance operational performance on every programme in partnership with your stakeholders
- Find practical and simple solutions to complex problems without sacrificing quality or core functionality.
- Responsible to set priorities, anticipate risks and resolve/escalate the issues that might impact the project timelines.
A day in the life
As Senior Programme Manager, you'll drive and manage the implementation of creative, data-driven change in Amazon, leading improvement projects and programmes. You'll use strategic thinking to define and implement an efficient project plan. Some managers are based on-site while others work remotely, depending on the most suitable option for their team and tasks.
Senior Programme Managers have significant responsibilities, and you'll deal with complex challenges with creativity, innovation, and leadership. With a responsibility extending beyond process improvements, you could also contribute to improving other areas of the business, like diversity, equity, and inclusion.
About the team
Amazon couldn't deliver at pace without the Amazon Transportation Service (ATS) team. As part of ATS, you'll be welcomed into a diverse team that plays a central role in our success. Using air, sea and road transport, as well as sortation centres equipped with the latest technology, you'll help Amazon's transport run at maximum efficiency. Our team captures data and uses it to drive decisions. They are key to making Amazon more innovative and efficient.
We put safety first as our people are our priority. And we use the expertise of our people to get packages to their destination.
Basic Qualifications
- A degree
- Experience owning programme strategy, end to end delivery, and communicating results to senior leadership
- Experience using data and metrics to determine and drive improvements
- Experience working cross functionally with tech and non-tech teams
- Relevant experience leading complex projects with a wide range of stakeholders, including your peers and leadership
- Experience working with the MS Office suite (Word, Excel, Outlook)
Preferred Qualifications
- Advanced or master's degree
- Project-management qualification such as PRINCE2, APM, PMI, or similar
- Understanding of continuous improvement methodologies such as Six Sigma or Lean
- Experience working in an operational environment or with technical teams
Amazon is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Amazon. Please consult our Privacy Notice ( ) to know more about how we collect, use and transfer the personal data of our candidates.
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.

**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American
The Global Risk & Compliance Organization is an independent risk management function, led by the Chief Risk Officer, with the objective of ensuring that American Express operates in a safe, sound, and fully compliant manner with all applicable regulatory expectations. Global Risk & Compliance creates and maintains the overall risk management framework, performs independent risk management assessments, and monitors applicable risks. Colleagues at Global Risk & Compliance are passionate about our commitment to drive the Company's goals of growth and progress by creating a culture of risk awareness and proactivity around regulatory matters.
**How will you make an impact in this role?**
The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the company, and oversees risk ownership throughout business units, products, and processes. The objective of the ORM Governance team is to develop, oversee and strengthen the organization's ORM framework to ensure that governance structures, policies, and procedures are robust, effective, and align with regulatory requirements and best practices.
American Express International Card Services is a leading issuer and provider of Consumer and Commercial products and services across many countries around the world. The International Card Services team vision is to ensure each customer has access to flexible payment options, relevant rewards, and the powerful backing of American Express.
The ORM Governance Organization is looking for a Director, International Card Services Operational Risk to join a diverse team of high-performing individuals focused on the effective oversight of risk identification, assessment, and mitigation across the Business Unit, while maintaining alignment with the organization's enterprise risk management framework.
Reporting directly to the VP, Operational Risk Officer, this role plays a critical part in assessing, monitoring, and challenging the first line's risk management practices. The ideal candidate will work closely with first-line stakeholders and enterprise risk functions to provide independent oversight and challenge, ensuring that risks are managed effectively and in compliance with regulatory expectations.
**The Director, International Card Services Operational Risk will:**
+ Assess and challenge first-line risk identification, assessment, and mitigation efforts (i.e., Risk & Control Self-Assessment) within International Card Services to ensure alignment with enterprise risk standards
+ Analyze business processes and activities to identify potential risks, control gaps, and emerging risks
+ Support the development and refinement of risk policies, standards, and procedures
+ Assist in applying the enterprise risk management framework across International Card Services
+ Support International Card Services in embedding risk management practices into daily operations and decision-making
+ Track and analyze key risk indicators (KRIs), providing insights into risk trends and areas requiring attention
+ Contribute to risk reporting efforts, preparing materials for senior management, risk committees, and regulatory engagements
+ Maintain an understanding of relevant regulations and industry expectations to help the business navigate compliance requirements
+ Participate in risk governance forums, working groups, and committee meetings, providing input on risk topics
+ Conduct risk assessments, scenario analyses, and deep dives to evaluate the effectiveness of existing controls
+ Act as a key risk oversight to the first line, providing guidance on risk identification, control enhancements, and remediation efforts
+ Support risk awareness initiatives by contributing to training sessions and risk culture programs
+ Monitor risk-related issues, ensuring they are appropriately addressed
+ Escalate significant risk concerns and control deficiencies to senior risk colleagues and relevant stakeholders
**Qualifications:**
+ Experience in risk management, preferably within a second-line function in financial services, and understands critical risk management lifecycle activities
+ Knowledge of risk management frameworks, regulatory environments, and industry best practices
+ Proven ability to assess and challenge first-line risk practices independently
+ Excellent communication and relationship-building skills, with the ability to translate complex risk concepts into actionable insights
+ Demonstrated history and ability to build productive partnerships and influence stakeholders across the organization
+ Strong understanding of operational and regulatory risks
+ Proficiency in risk management tools, data analysis, and reporting systems
+ Advanced analytical and problem-solving capabilities, with a focus on actionable insights
+ Detail-oriented and proactive, with strong prioritization skills in a dynamic environment
+ High ethical standards and a commitment to integrity and accountability
+ Knowledge of consumer and commercial bank/payment products
Employment eligibility to work with American Express in the UK is required as the company will not pursue visa sponsorship for these positions.
ORMCM
**Qualifications**
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ Support for financial-well-being and retirement
+ Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ Generous paid parental leave policies (depending on your location)
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.
**Job:** Risk
**Primary Location:** United Kingdom-London-London
**Schedule** Full-time
**Tags** ORMCM
**Req ID:**

Agency Management Operations
Bromley, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
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**Job Title** : **Agency Management - Team Lead**
**Corporate Title: VP**
**Location: Bromley**
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Location:**
Join our bustling Bromley office, situated in one of London's greenest boroughs. Here you will find plentiful and easy commuting routes, with central London just 15 minutes away by train.
**Job Description:**
Primary contact/coordinator for internal and external business partner and issuer requests and inquiries related to moderately complex syndicated or club credit facilities for which Bank of America acts as Administrative Agent. Has solid knowledge and understanding of credit products and syndication process and governing documents including complex agreements and ancillary documents related to moderately complex unsecured/secured credits and troubled deals. With minimum supervision, reviews and comments on loan agreement drafts for clarity, agency issues, and operational feasibility to ensure that final documents are workable for all parties; closes new deals, amendments, waivers, and consents. Proactively identifies and resolves complex issues related to portfolio; highly complex situations may require assistance of experienced Agency Management Officer or Team Leader. Demonstrates good judgment and seeks advice appropriately. Maintains database of deal-specific contacts; disseminates financial/compliance information; impartially communicates with investors; works with counsel (in-house and outside); arranges meetings for issuer/investors. Has mastered the Agency Management Officer (AMO) role and is client focused and respected by associates. Demonstrates potential to grow into more senior leadership role. Adept at prioritizing workload.
**Responsibilities:**
+ Ability to play team "quarterback" leadership role in deal/amendment closing process
+ Excellent communication skills; able to target messaging to different audiences
+ Ability to navigate the enterprise, research and resource information across the bank
+ Highly organized, proactive, and able to plan, prioritize and manage deliverables
+ Ability to influence, negotiate and lead diverse groups to achieve desired results
+ Applies critical thinking to analyze, identify and deal with legal, business, reputation, and operational risk
+ Adapts well to a quickly evolving environment
**What we are looking for:**
+ Commercial credit lending and portfolio management experience
+ Experience with the Syndicated Loan environment and process
+ Knowledge of GCB/GIB environment, organizational alignment, strategic priorities
+ Cross Border and/or Multicurrency lending or operations experience
**Benefits of working at Bank of America**
**UK**
+ Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
+ Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
+ 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
+ The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
+ Use of a flex fund to use towards benefits
+ Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
+ Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
+ Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland's most iconic cultural institutions
+ Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area
**Bank of America**
Good conduct and sound judgment are crucial to our long-term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependents, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Opportunity: Financial Planning Assistant

Location: central London

Salary: £40K + DOE and bonus/benefits

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.

About the Role

As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.

Key Responsibilities Include:

Supporting advisers with administrative tasks including preparing valuations and meeting packs

Submitting new business and managing pipelines, including Letters of Authority and chasing provider information

Liaising with clients and providers, and maintaining CRM and back-office systems

Logging fees/commissions, screening emails and calls, and managing diaries

Acting as a point of contact for client queries

Maintaining compliant client files (including AML documentation)

Preparing basic suitability reports

Supporting with ad-hoc tasks and internal projects

About you:

They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.

You will possess :

A strong understanding of the financial services industry

Familiarity with FCA regulations, particularly the Code of Conduct (COCON)

Previous experience with Intelliflo (Essential) and moneyinfo (desirable)

High proficiency with Microsoft 365 applications

Excellent communication and interpersonal skills

Strong organisational skills and attention to detail

A proactive mindset and the ability to work both independently and as part of a team

Qualifications & Training:

Ongoing training and development opportunities will be provided post-probation

Commitment to continuous learning and regulatory awareness is essential

Personal Attributes:

Professional and positive attitude

Strong work ethic with a commitment to high standards

Willingness to adapt and take on new challenges

Able to thrive under pressure and manage competing deadlines

CV to