K3 Advisory Group

Manager

• Experience and competency dealing with complex Paraplanning work
• Oversee and supervise a small team of Paraplanners and Trainee Paraplanners
• Be first point of contact for service issues, complaints, or difficult situations that may present themselves within the team
• In conjunction with Induction Training Plan and Technical Manager, oversee training of new joiners to the Team
• Hold regular monthly meetings with the Team to discuss workloads, team success, areas for improvement, new procedures and new provider updates etc
• Hold regular 1:1 meetings with each individual team member and conduct annual appraisals each year
• Oversee basic HR for the team, such as but not limited to, absence management, time management, performance management, and escalate to Technical Manager where further support is required
• Ensure Team adhere to a clear desk policy and work is locked away for GDPR purposes
• Measure quality of work completed by the Team for both new and existing clients on Triage, Suitability Reports and File Reviews
• Measure quality of work produced in Suitability Reports and on Intelligent Office (IO) for accuracy and level of detail
• Monitor record keeping on Papercloud, at a personal level and at team level
• Produce MI/KPI information to Technical Manager on both the level of work coming into the Team and the level of work being produced by the Team
• Individual Team Member KPI information produced on a regular basis to count towards team’s annual review process, in areas of quantity, and quality
• Adhere to FCA regulations in accordance with our compliance procedures
• Pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement

Paraplanning Manager

Project Manager

• Manage individual projects from initiation through to delivery and closure.
• Define project scope, timelines, deliverables, risks, and dependencies.
• Co-ordinate cross-functional teams to ensure delivery milestones are achieved.
• Track project progress against agreed plans and escalate issues where required.
• Facilitate project meetings, workshops, and stakeholder updates.
• Ensure projects are delivered in line with agreed governance standards and methodologies.
• Maintain project documentation including plans, RAID logs, action trackers, and status reports.
• Support change control processes and impact assessments.
• Produce weekly and monthly project and portfolio reporting packs.
• Support Delivery Managers with portfolio tracking, resource planning, and governance activities.
• Maintain project roadmaps and plans.
• Analyse delivery data and provide insights on risks, trends, and performance.
• Ensure reporting accuracy and consistency across projects.
• Assist with preparation for steering committees.
• Track actions, dependencies, and decisions across programmes.
• Build effective working relationships with internal stakeholders, suppliers, and business teams.
• Communicate project updates clearly to both technical and non-technical audiences.
• Support senior stakeholders with accurate and timely management information.
• Work collaboratively across delivery, operations, and business functions.

Research Analyst

• Conducting research into potential buyers
• Carrying out research strategies
• Identifying key contacts within these businesses
• Independent Research and Outreach amongst our network of known contacts
• Liaising with Buyers to understand what kind of businesses they are looking to acquire and match them with our clients
• Liaising with Clients to gain approval on NDA (non-disclosure agreements) signed by potential purchasers

Account Executive

• Initiate meaningful conversations with potential clients.
• Work from our comprehensive in-house CRM system.
• Arrange appointments for Corporate Directors once a Business Owner expresses interest.
• Deliver top-notch service with empathy, diligence, and speed, ensuring an impeccable customer experience.

Corporate Business Sales Executive

• Initiate meaningful conversations with potential clients
• Working from our comprehensive inhouse CRM system
• Arranging appointments for Corporate Directors once a Business Owner expresses interest in taking the conversation further
• Deliver top-notch service with empathy, diligence, and speed, ensuring an impeccable customer experience

Account Manager

• Manage strategic customer accounts and grow revenue
• Maintain strong customer relationships and ensure satisfaction
• Act as the primary contact for customer inquiries
• Conduct regular reviews with customers for improvements
• Collaborate with internal teams for issue resolution
• Identify opportunities for upselling and renewals

Customer Account Manager

Analyst

• Deliver responsive first-line IT support and maintain accurate, auditable control of hardware and software assets across the K3 Group.
• Act as the critical link between users, Tier 2 support, external providers and IT leadership to ensure consistent service delivery, rapid resolution and regulatory compliance across multiple subsidiaries and time zones.
• Act as first point of contact (Level 1) for IT incidents and service requests; triage, log and prioritise tickets in line with SLAs; escalate to Level 2, infrastructure and external providers as required.
• Provide remote support for hardware, software, Microsoft 365 (Outlook, Teams, SharePoint, Entra ID) and business applications including Turnkey IPS and Virtual Cabinet.
• Manage user account lifecycle: provisioning, access changes and de-provisioning in line with Access Control Policy and least-privilege principles.
• Own and maintain the IT asset register; manage procurement, asset allocation, transfer, refresh scheduling and secure disposal.
• Conduct periodic audits and reconcile discrepancies.
• Track software licence entitlements across subsidiaries; flag over-use, under-use or renewal dates to mitigate compliance and budget risk.
• Support new-starter onboarding and leaver offboarding; maintain service desk knowledge base; produce ticket metrics reports.
• Apply Information Security Policy, Access Control Policy and Data Protection standards in all activities.
• Escalate suspected incidents or breaches promptly to IT leadership.

IT Service Desk Analyst

Data Engineer

• Build and maintain scalable data pipelines, models and serving layers across cloud data platforms.
• Define clean analytical schemas and semantic contracts for product, dashboard and AI consumption.
• Implement ELT/ETL pipelines using SQL, Python, DBT and modern orchestration patterns.
• Design data models that support tenant/client separation, permission-aware access and audit requirements from the ground up.
• Apply lakehouse/medallion patterns (bronze/silver/gold) where they earn their place, avoiding architectural complexity that does not serve a clear use case.
• Build quality checks, reconciliation controls and monitoring for data freshness, completeness and accuracy.
• Instrument pipelines with logging, metrics and alerting so that failures are detected and triaged quickly.
• Define and maintain SLAs/SLOs for critical datasets in collaboration with product and business owners.
• Own incident response and post-incident learning for the data domains assigned to the role.
• Integrate operational systems, finance systems, CRM systems, external APIs and reporting platforms where needed.
• Help onboard acquired businesses onto the Group's data platform with a repeatable, documented pattern rather than bespoke effort each time.
• Work with AI/ML engineers to expose approved data functions without leaking raw platform details or unauthorized data access.
• Support embedded analytics and native dashboard development by providing governed metric definitions and performant data views.
• Champion CI/CD, code review, documentation, naming standards and data governance practices.
• Mentor less experienced engineers and help set the quality bar for data engineering delivery.
• Contribute to platform decisions: tooling selection, modelling conventions, lineage approach and metric definition processes.
• Drive a culture of "build it once, use it many times" so that delivery teams benefit from clear source mappings, metric definitions and data contracts.

Senior Data Engineer

Cloud Engineer

• CI/CD Pipelines: Design, build, and maintain robust, repeatable release pipelines across dev, UAT, and production using Azure DevOps (YAML).
• DevOps Enablement: Partner with development teams to embed DevOps practices, automate manual steps, and reduce friction on the path to production.
• PaaS Configuration: Configure and tune cloud platform services to meet performance, cost, and security requirements — for example App Services, Function Apps, Container Apps, API Management (including policy authoring), Key Vault, Service Bus, and Storage.
• Infrastructure as Code: Author and review IaC templates (Terraform or Bicep), ensuring environments are reproducible, version-controlled, and consistent across regions, tiers, and clouds.
• Infrastructure Testing: Validate infrastructure setups end-to-end, identifying gaps, misconfigurations, or single points of failure before they reach production.
• Deployment Quality: Review deployment artefacts and release configurations across environments, surfacing issues early and feeding fixes back into the pipeline.
• Monitoring & Observability: Implement and maintain monitoring, logging, and alerting using tools such as Azure Monitor, Application Insights, and Log Analytics — including tuning Function App and Container App workloads based on real-world telemetry.
• Application Stability: Investigate production incidents, perform root-cause analysis, and drive actions that improve reliability and reduce repeat failures.
• Security & Identity: Embed “secure by default” practices across pipelines, environments, and runtimes — including Entra ID app registrations and managed identities, secrets management, access control, patching, and vulnerability scanning.
• Cross-Team Collaboration: Act as a trusted partner to Development, QA, Architecture, and Infrastructure, translating between application and platform concerns.
• Standards & Documentation: Define and maintain platform engineering standards, runbooks, and reference patterns the wider team can rely on.
• Continuous Improvement: Identify and drive improvements across tooling, automation, pipelines, and ways of working.
• Mentoring: Coach developers on DevOps practices, pipeline design, and operational ownership of their services, raising the platform engineering capability of the wider team.
• Project Delivery: Balance short-term delivery needs with long-term platform sustainability and operational excellence.

Cloud Platform Engineer

Full-stack Engineer

• Build secure, reliable web applications, APIs and integration layers.
• Build full-stack product features using .NET, TypeScript, React/Next.js and backend API services.
• Translate product, design and analytics requirements into well-structured front-end components and resilient backend services.
• Develop API endpoints supporting dashboards, exports, administration and AI-assisted product features.
• Integrate embedded analytics, reporting views and export workflows.
• Implement secure authentication, authorisation, user/client access models and role-based permissions.
• Build server-side routing patterns that ensure users only access authorised data.
• Apply tenant isolation patterns.
• Implement audit logging for user actions.
• Write automated tests for tenancy, permissions, denial paths and critical user journeys.
• Contribute to CI/CD pipelines, observability and runbook documentation.

Fullstack Software Engineer

Machine Learning Engineer

• Design, build and operate practical AI capabilities that help K3 users interrogate business data, automate analysis and reduce manual effort
• Build AI-assisted features using approved model providers, orchestration frameworks and internal platform patterns
• Implement prompt, tool and model evaluation suites to test answer quality, safety, tenancy and regression risk
• Work with data engineers to define semantic contracts, metric definitions and approved analytical functions that AI features can rely on

AI/ML Engineer

Director

• Head the Building & Project Consultancy offering in the London office (with UK wide travel required).
• Deliver traditional Building and Project Consultancy work for good book clients including dilapidations, surveys, due diligence, cost assessments, contract administration, project management and design/specification of work.
• Work alongside the Real Estate team on stressed assets providing detailed technical advice on compliance matters and advising on works and costs to complete developments.

Director – MRICS or FRICS Qualified

Marketing

• Define & execute B2B marketing strategies to support the overall business objectives
• Plan and execute the marketing strategy through engaging PR and marketing campaigns across various channels including email marketing, direct mail, social media, digital and thought leadership, including events
• Monitor and analyse campaign performance metrics, track ROI and provide regular reports to senior management
• Collaborate with the Group marketing team to leverage centralised specialist resources to produce engaging marketing campaigns
• Stay updated on industry trends and best practices
• Work closely with the sales and business development teams to align marketing efforts with sales objectives and support lead conversion and pipeline growth

Paraplanning Manager

Project Manager

Project Manager

Research Analyst

Corporate Business Sales Executive

Corporate Business Sales Executive

Customer Account Manager

IT Service Desk Analyst

Senior Data Engineer

Cloud Platform Engineer

Fullstack Software Engineer

AI/ML Engineer

Director – MRICS or FRICS Qualified

Marketing Manager