Ready to make your mark?
At Jigsaw Tree, we believe the best teams are built from different backgrounds, different perspectives, and different life experiences. We’re proud to be a B Corp, and that commitment to doing business better extends to who we hire, how we hire, and how we support people once they’re with us.
We actively encourage applications from people who are underrepresented in financial services and technology — including women, people from ethnic minority backgrounds, disabled people, neurodivergent people, LGBTQ+ people and people returning to work after a career break.
We’re not looking for a particular type of person. We’re looking for the right skills, genuine curiosity, and a desire to do work that actually makes a difference and we know those qualities show up in people from all walks of life.
If you’re someone who thrives on solving problems, loves a good challenge, and wants to do work that actually matters, let’s talk.
Current vacancies
We’re a growing team of specialists who work closely with some of the UK’s leading financial advisory firms, helping them run more efficiently and more effectively every day. When we hire, we hire carefully because the people who join Jigsaw Tree genuinely shape who we are.
CURRENT OPPORTUNITY
Income Reconciliation Specialist Full-Time | Remote | Salary Negotiable DOE
The Role
We’re looking for an experienced Income Reconciliation Specialist to join our outsourced services team. You’ll play a central role in delivering accurate, efficient income reconciliation for our financial advisory clients, building strong working relationships along the way.
This is a role for someone who takes real pride in precision someone who understands the nuances of commission structures, knows their way around industry CRM platforms, and can manage their own workload confidently across multiple client accounts.
What You’ll Be Doing
- Managing income reconciliation across a portfolio of financial advisory clients
- Working with CRM platforms including Intelliflo, Curo, CommPay and Plannr
- Interpreting commission statements, policies and payment types accurately
- Identifying process efficiencies and contributing to service improvements
- Building strong, trusted relationships with clients and colleagues remotely
What We’re Looking For
- Minimum 2 years’ experience in a financial services environment
- Strong working knowledge of income reconciliation processes and CRM systems
- Clear understanding of accounting principles and month-end processes
- Excellent attention to detail with a methodical, process-driven approach
- Strong communication skills — written and verbal
- Ability to manage multiple priorities independently and to deadline
- Confident in Excel; adaptable to new systems as the business evolves
- A positive, solution-focused mindset
What Jigsaw Tree Offers
| 🏡 Remote working | 💰 Competitive salary, negotiable on experience |
| 🎁 Discretionary bonus | 🏖️ 25 days holiday |
| 🏥 Medicash healthcare plan | 🛡️ Death in Service cover |
| 📈 Pension scheme | 💻 Full equipment provided |
How to Apply
We’re not working with agencies on this one — we want to hear directly from you.
Send your CV and a brief note about your experience to gemma.lowndes@jigsawtree.com – we can’t wait to meet you!
Business Development Manager
What You'll Be Doing
- Identifying and pursuing new business opportunities within the financial advice sector
- Building and maintaining relationships with prospective clients
- Understanding client challenges and introducing them to the right consultant to help
- Managing the full sales cycle from initial contact through to conversion
- Representing Jigsaw Tree at industry events and networking opportunities
- Contributing to our business development strategy
- Keeping on top of industry trends and competitor activity
What We're Looking For
- Proven experience in business development or sales, ideally within financial services or B2B technology
- A genuine understanding of (or curiosity about) the financial advice sector
- The ability to build rapport quickly and maintain long-term relationshipsThe ability to build rapport quickly and maintain long-term relationships
- Self-motivation and the drive to meet and exceed targets
- Excellent communication skills, you can explain complex tech solutions in plain English
- Strong organisational skills and the ability to manage multiple opportunities simultaneously
- A problem-solving mindset and the resilience to handle rejection
- Someone who thrives on autonomy but values collaboration
What You'll Get
- Competitive salary with performance-based incentives
- Real flexibility in how and where you work
- The opportunity to grow with a business that's going places
- A role you can genuinely make your own
- A supportive team that celebrates wins together
- The chance to make a tangible impact on how financial advice businesses operate
Sound like you?
If you’re someone who gets excited about opening doors, solving problems, and building something meaningful, we’d love to hear from you.
