T: 0800 246 5416
E: hello@jigsawtree.com
Vacancies
We're always keen to hear from hardworking & passionate individuals who can think outside of the box
Are you looking for a change? We're always on the lookout for people who are as passionate about technology in the financial advice world as we are. We have roles available for talented individuals to join a dynamic and growing business, where our people really matter. We offer flexibility with the opportunity to develop and grow in a role that you make your own. Taking responsibility for the clients you work with and delivering exceptional service that sets Jigsaw Tree apart from others.
If you enjoy a challenge, like solving problems and enjoy working with clients and a wider team to achieve an objective that can transform how businesses operate, we'd love to hear from you.
See our current vacancies below.
Accounts – Income Reconciliation
We are currently looking for two people for this role which involves processing income within a variety of CRM solutions in Financial Services. You will be working directly with Advice Firms and their data to match and reconcile income, close down accounting periods and creating reports. Previous experience working in financial services and a good working knowledge of income types and accounting is desirable. Training on CRM systems can be provided although previous experience would be an advantage. We are looking for a self-motivated individual who is well organised and confident working with our wonderful friendly team and clients.
These are both flexible roles in terms of hours and as we are a virtual business, these roles have the benefit of being permanently based from anywhere in the UK.
If you think you're the right person for one of these roles and would like to know more, click on the button below and get in contact with us - we'd love to hear from you. We'll provide you with a full job specification and have an informal discussion about your experience before you apply.
Outsourced Administration Specialist
(12-Month Fixed-Term Contract)
We’re looking for an Outsourced Administration Specialist to join our team and help us deliver outstanding support to our amazing clients. In this role, you’ll work closely with financial advice firms as an integral part of their team, interacting with their clients and helping their operations run smoothly. You’ll provide top-notch administrative support, share best practices, and suggest process improvements to make things more efficient wherever you can.
We’re looking for someone with at least 5 years of experience in financial services administration who knows their way around practice management systems like Intelliflo Office. If you’re organised, detail-oriented, and great at meeting deadlines and you’re comfortable working independently in a virtual environment—this could be the perfect role for you!
This is a fully remote position, so you can work from anywhere in the UK.