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Insurance Database Builder / CleanserHybrid / Remote - Leeds£25,000 to £28,000 per annum DOE + Bonus... Insurance Database Builder / CleanserHybrid / Remote - Leeds£25,000 to £28,000 per annum DOE + Bonus + BenefitsRole OverviewWe are looking for a highly organised, detail-focused and proactive Insurance Database Builder / Cleanser to join our growing commercial insurance brokerage.Working closely with the Commercial Director, you will play a key role in building, maintaining and improving our CRM database, helping to support business development, lead generation and marketing activity. In addition to researching and maintaining prospect data, you will also be responsible for making outbound calls to businesses to verify information, identify key decision-makers and secure valuable renewal date information.This is an excellent opportunity for someone who enjoys research, data management, speaking with businesses and creating accurate, high-quality business information.Company OverviewWe are an established and growing commercial insurance brokerage, providing tailored insurance solutions to businesses across a wide range of industries throughout the UK. Our reputation is built on delivering expert advice, exceptional service and long-term client relationships.As we continue to grow, we're investing in our systems, data and processes to support our ambitious business development plans. High-quality, accurate data is at the heart of our success, helping us identify opportunities, engage with prospective clients and deliver targeted marketing campaigns. This role will play a key part in ensuring our database remains a valuable asset to the business and supports our continued growth.Key Responsibilities Build and maintain prospect databases within our CRM systemResearch and identify businesses that fit our target client profileSource and update company and decision-maker informationMake outbound calls to businesses to verify data, identify key contacts and gather renewal date informationBuild rapport with prospective clients and maintain a professional representation of the businessCleanse, validate and maintain accurate CRM recordsRemove duplicate and outdated dataSegment data for marketing campaigns and business development activityProduce targeted prospect lists and reportsEnsure all data is managed in line with GDPR requirements Skills & Experience RequiredEssential Previous experience in database administration, CRM management, lead generation, data cleansing or a similar business development support roleComfortable making outbound calls and speaking confidently with businesses over the phoneExcellent attention to detail and accuracyStrong Microsoft Excel skillsExperience using CRM systemsStrong internet research skillsAbility to work independently and manage priorities effectively Desirable Experience within insurance, financial services or a B2B environmentExperience using data enrichment or validation toolsKnowledge of sectors such as construction, manufacturing, logistics or professional services Salary & Benefits £25,000 to £28,000 per annum depending on experiencePerformance-related bonus structure focused on securing renewal dates and generating client meetings25 days annual leave plus bank holidays3% employer pension contributionHybrid or remote working options availableOngoing training and development opportunities Why Join Us? Join an established and growing commercial insurance brokerageWork closely with senior leadership and contribute directly to business growthSupportive and collaborative team environmentOpportunity to make a real impact on the success of the businessGenuine long-term career progression opportunities For the right individual, this role offers the opportunity to develop beyond database management and business development support into a client-facing role in the future. We are looking for someone with the drive, ambition and hunger to grow alongside the business and build a rewarding long-term career.Interested? Please apply with your updated CV.    INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Investor Relations Manager – Paris (UHNW) Location: Paris (75), FranceReporting to: Group Head of In... Investor Relations Manager – Paris (UHNW) Location: Paris (75), FranceReporting to: Group Head of Investor RelationsLanguage: French and English fluency The OpportunityAre you a sophisticated commercial leader with a deep network in the French UHNW and Family Office space?Representing an exclusive, global hospitality brand focused on a high-end niche community, we are seeking a Paris-based Investor Relations Manager. This is a high-impact, sales-driven role where you will identify and convert high-value investment leads, acting as the primary bridge between senior leadership and a sophisticated network of private investors across France. Key Responsibilities Origination: Identify and develop high-value relationships with UHNWIs and private wealth networks across France.Conversion: Oversee the entire fundraising workflow, from first contact and due diligence through to final investment.Relationship Management: Build and maintain strong investor relationships grounded in trust and responsiveness.Strategic Liaison: Act as the primary link between the Paris investor community and senior leadership.Brand Representation: Represent the Group at internal member events and external industry gatherings.  The Ideal Profile Experience: Minimum 5 years in Investor Relations, Private Banking, Wealth Management, or Private Equity.Network: A well-established and active network within the French UHNW and private wealth community is a strict prerequisite.Commercial Drive: Proven track record of securing high-value investments and managing a structured sales pipeline.Communication: Exceptional interpersonal skills with the ability to articulate complex business strategies.Languages: Bilingual fluency in French and English is mandatory.  Why Join Them? Represent a globally recognized, prestigious brand in the luxury space.High degree of autonomy with a direct impact on international growth.  Do you recognise yourself in this position ? Please contact me with your CV / LinkedIn profile to be considered. Contact: beatrice@corecruitment.comPlease note that only candidates with the requested experience and network will be considered.

Financial Planner / IFASilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+... Financial Planner / IFASilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Existing client bank provided | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden.This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch.You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering: InvestmentsPensions and retirement planningTax planningProtection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.Key Responsibilities Conducting detailed reviews of clients’ financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing financial needsLiaising with providers, professional connections and internal teamsKeeping up to date with industry regulations and market developmentsProducing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement)Chartered status advantageous but not essentialPrevious experience as a Financial Adviser / Financial Planner / IFAStrong knowledge of pensions, investments, tax planning and protectionExcellent communication and relationship-building skillsProfessional, organised and client-focused approachAble to work independently whilst contributing positively to the wider team What’s on Offer £50,000 to £55,000 basic salary depending on experienceBonus structure + OTE £60,000+Existing client bank providedFull paraplanning and administrative supportEstablished pipeline and long-term client relationshipsSupportive and established business environmentGenuine long-term career prospectsAdditional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV.    INDHS  Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small te... Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs.   INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

PRIDE IN LONDON: TREASURER Location: London   Remuneration: The role of a member of the Board of Dir... PRIDE IN LONDON: TREASURER Location: London   Remuneration: The role of a member of the Board of Directors is not accompanied by any financial remuneration, although expenses for travel may be claimed Time commitment: 6 Board meetings per year, with additional meetings or attendance atsub-committees as required. Board members may also be asked to represent Pride in London at various events and meetings with key stakeholders.Reporting to: Chair of the Board  ROLE DESCRIPTION The members of the Board of Directors are legally responsible for the effective governance of the CIC.All members of the Board are also the legal Members of the organisation.The Board of Directors are responsible for setting the strategic direction of Pride in London, as well as ensuring its financial health, good governance, legal compliance, and effectiveness.The Board provides constructive challenge to the CEO and Senior Leadership of Pride in London, while ensuring the CIC’s actions align with its mission, vision, and values.The Treasurer leads on financial oversight and compliance on behalf of the Board.  Financial Leadership and Compliance Ensure that the Board receives appropriate budgetary and financial information on the activities of the CIC including Annual AccountsEnsure that all accounts are prepared and disclosed in the form required by funders and the relevant statutory bodiesRecommend to the Board appropriate accounting procedures, controls and policies consistent with the scheme of delegationOversee the appointment of auditors and review on a regular basisWork in close partnership with the Senior Leadership Team finance lead in executing their responsibilities and achieving their goals.Ensure that the CIC sets an appropriate reserves policyEnsure that assets are adequately maintained and accounted forEnsure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislationEnsure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basisEnsure that the Board’s scheme of delegation is reviewed on a regular basisActs as Chair of the Finance, Risk and Audit sub-committee of the Board Responsibilities as a Member of the Board Work with the rest of the Board and CEO to set a clear strategic direction for the CIC, defining overall strategy and policy, setting targets and evaluating performance against agreed targets;Regularly review major risks and associated opportunities, and ensure that systems are in place to take advantage of opportunities, and manage and mitigate the risksEnsure the sound financial health of the CIC, with systems in place to ensure financial accountabilityEnsure the CIC applies its resources exclusively in pursuing its objectivesEnsure the effective and efficient administration of the CIC, complying with all relevant legal and regulatory requirementsSafeguard the good name and values of the CICBe collectively responsible for the actions of the CIC and other members of the BoardAttend meetings and subcommittee meetings as appropriate and read papers in preparation for the meeting;Keep informed about the activities of the CIC and wider issues which affect its work.Work within the guidelines set out in the Articles of Association, Board of Directors’ Code of Conduct, and Scheme of DelegationWork collaboratively with other Board members and Senior LeadershipWork within any agreed policies adopted by the CICAct as an ambassador for Pride in London’s cause and the CIC itselfRepresent the CIC at external functions, meetings and events where appropriate Additional information The above list is indicative only and not exhaustive.Board members will be expected to perform all such additional duties as are reasonably commensurate with the role.In addition to the duties of all Board Member, each Board Member should use any specific skills, knowledge or experience they have to help the Board reach sound decisions.This will involve scrutinising Board papers, leading discussions, focusing on key issues, and providing advice and guidance as requested by the Board in respect of new initiatives, or other issues, to the area of the CIC's work in which the Board Member has special expertise. Person specification Demonstrate a strong and visible passion and commitment to Pride in London, its strategic objectives and causeDemonstrate a thorough understanding of the needs of LGBT+ people in London, the LGBT+ community and its culture, and the wider context in which Pride in London worksDemonstrable expertise in financial management and governance for minimum £1mA problem-solving mindset and ability to work collaboratively and constructivelyAbility to commit time to conduct the role well, including travel and attending events out of office hoursA professional financial qualification is desirablePrevious experience of charity/CIC/corporate governance and/or senior leadership within a multi-million pound organisation is desirable but not essential Terms The Treasurer (and all board members) will serve a three-year term and are eligible for reappointment at the end of their term.All Board Members are also Members of the CIC.  HOW TO APPLY – PLEASE READ CAREFULLY Ready to help us drive the conversation forward? We want to hear from you.Email your CV to pride@corecruitment.com along with a short cover letter mentioning which area of skills you think you can best bring  Pride in London is a community-led organisation. We particularly welcome applications from those who are underrepresented in political spheres, including trans people, non-binary individuals, and LGBTQ+ people of colour.

Paraplanner -  Financial Planning Product SpecialistFintech Startup -Product & Technology BuildB... Paraplanner -  Financial Planning Product SpecialistFintech Startup -Product & Technology BuildBasic Salary £60,000 to £70,000 DOELondon Based, Hybrid WorkingReady to use your financial planning expertise to help build the future of advice technology?Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment?We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale.This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way.Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved.If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career.The RoleAs our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development.You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions.Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements.This is a genuinely influential role where your expertise will help shape the future direction of both our product and business.Responsibilities include: Provide subject matter expertise on financial planning, paraplanning and regulated advice processesHelp define and improve end-to-end advice journeys within the platformSupport the design of suitability report templates, recommendation structures and client outputsTranslate adviser and paraplanner requirements into product features, workflows and user storiesWork closely with product managers, designers, engineers and compliance specialistsReview functionality for technical accuracy, usability and alignment with industry best practiceHelp develop workflows covering pensions, investments, protection, retirement planning and suitability requirementsIdentify opportunities for automation and process improvementSupport testing, product demonstrations and user feedback sessionsAssist in the creation of documentation, guidance materials and training content The ideal candidateWe're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology.You will likely have experience as a: ParaplannerSenior ParaplannerTechnical Support SpecialistFinancial Planning SpecialistSimilar role within a regulated financial advice environment Essential Requirements Diploma in Regulated Financial PlanningExperience within a UK regulated financial advice environmentStrong understanding of suitability reporting and recommendation processesKnowledge of Consumer Duty and FCA regulatory requirementsExperience across pensions, investments, protection and retirement planningStrong written communication and attention to detailAbility to explain complex financial planning concepts to non-specialistsComfortable working in a fast-moving and evolving environmentInterest in technology, automation and improving how advice is delivered Desirable Experience using financial planning software, CRMs or cashflow modelling toolsExposure to technology projects, process redesign or workflow automationInterest in product development, user testing or business analysis This is not a client-facing advisory role and you will not be providing regulated advice to end clients.It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market.We offer the following: Opportunity to shape a financial planning technology product from an early stageA highly visible role with genuine influence on product developmentExposure to product, engineering, design, compliance and startup operationsFlexible and hybrid working arrangementsSupport for professional development and relevant qualificationsA collaborative, innovative and fast-moving environmentCompetitive salary of £60,000 to £70,000 depending on experience Interested? Apply now with your up to date CV.   INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.