Pavilion Recruitment Solutions

We are currently seeking a qualified Mortgage and Protection Team Leader to join our clients team. If you're an experienced professional with a passion for leadership and delivering outstanding client service, we'd love to hear from you. The successful candidate will be responsible for managing their own client portfolio while actively identifying new business opportunities. In addition, you will lead a small team of advisers, providing guidance and mentoring to support the development of less experienced colleagues. Key Responsibilities: Proactively identify and engage with potential clients Conduct comprehensive assessments of clients' financial needs Perform in-depth research across products and the market Evaluate and consider appropriate product options Deliver tailored recommendations based on thorough analysis Requirements: Relevant qualifications such as R05, CF1, CF6, or CeMAP (or equivalent) Ability to assess and understand individual client needs and objectives Strong presentation and communication skills Proactive mindset with a strong sense of initiative and ownership Proven track record in building and maintaining strategic industry relationships Solid understanding of financial markets and industry trends Benefits: Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays. Enhanced family friendly policies Cycle to work scheme

Are you passionate about helping people protect what matters most? A successful, growing firm located in Cheshire East is looking to bring an experienced Protection Adviser into their team. About the Role: You'll be advising on a full range of protection products, with the aim of ensuring every client receives clear, expert advice and the right cover for their circumstances. •Provide expert advice and tailored recommendations on personal protection and business insurance products. •Work closely with in-house mortgage advisers to identify client protection needs. •Convert warm leads from an established client base - no cold calling required. •Conduct thorough client fact-finds to assess individual and business protection requirements. •Recommend suitable insurance solutions including life cover, critical illness, income protection. •Maintain up-to-date knowledge of products, providers, and regulatory requirements. •Ensure all advice and documentation meets FCA compliance standards. •Build and maintain long-term relationships with clients, delivering excellent customer service. •Achieve personal and team protection sales targets in line with company objectives. What We Offer: The chance to work alongside experienced mortgage professionals A friendly, supportive team environment where your development is a priority Regular warm leads from existing clients Ongoing training and support to help you thrive A business that values its people and invests in their success What We're Looking For: Minimum of 1 year's experience in financial services or protection sales CAS status A genuine passion for helping clients with protection needs Strong communication and relationship-building skills A proactive, professional attitude with a client-first approach

The opportunity An exciting new opportunity has arisen for an experienced paraplanner to join the dynamic and growing Wealth Management business, who are a highly successful Senior Partner Practice at St. James's Place Wealth Management Plc. St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James's Place Wealth Management has funds under management in excess of £198.2bn. The practice has been highly successful and experienced year on year growth since it was established 25 years ago and currently managing £200m+ funds under management. This role forms a key part of the Practice's strategic growth plan, focused on enhancing client outcomes and increasing funds under management. This role is a fantastic career opportunity in a collaborative and supportive environment that values continuous professional development and career progression. The role As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. About You You will have knowledge of and demonstrable experience in an IFA or Wealth Management environment. You will be articulate, numerical and have extensive experience of complex Inheritance Tax Planning, Pensions (including transfers and Decumulation), Investments, Protection and cash flow modelling as well as composing accurate suitability letters. You must be able to show initiative, have excellent IT skills and be a strong communicator. You will need to be self-motivated and comfortable to manage your workload. As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.

Job Title: Senior Mortgage & Protection Adviser Location: Gloucestershire (Cheltenham Head Office - Hybrid Working Available) Employment Type: Full-Time, Permanent About the Role We are working with a well-established, privately owned financial planning firm who is seeking an experienced and commercially astute Senior Mortgage Adviser to join their team. This is a key role for an ambitious mortgage professional who wants to take the lead on mortgage and protection advice within a successful and growing business. The position offers a high degree of autonomy, enabling you to manage your own caseload while also acting as the senior authority on mortgage strategy and advice. You'll work closely with Financial Planners and another Mortgage Planner to deliver tailored mortgage and protection solutions to a loyal client base, while also driving business growth in this area. This is an employed position offering a competitive base salary, performance-related bonus, and an excellent benefits package. You will be based in Cheltenham, with the flexibility to work from home and attend client meetings across Gloucestershire. Key Responsibilities Provide expert, independent mortgage and protection advice tailored to clients' needs and objectives. Build long-term, trusted relationships with clients, colleagues, and key stakeholders. Lead on mortgage strategy and best practice within the business, acting as the senior subject matter expert. Collaborate with Financial Planners to identify opportunities and ensure a seamless client experience. Prepare thoroughly for client meetings and produce compliant, timely documentation. Keep up to date with market developments, regulatory changes, and product innovation. Manage the full mortgage application process, guiding clients from start to finish. Maintain strong relationships with lenders, estate agents, and other professional partners. Essential Skills & Experience CeMAP or CII Certificate in Mortgage Advice (or equivalent). Protection qualification with current authorisation to advise. Proven experience delivering mortgage and protection advice. Excellent communication skills with the ability to simplify complex information. Strong commercial awareness and in-depth understanding of the UK mortgage market. Highly organised, detail-oriented, and self-motivated. Confident using IT systems and comfortable working in a hybrid environment. Desirable Skills & Experience Certificate in Regulated Equity Release (CeRER) or equivalent. Experience advising on equity release products. Salary & Benefits Competitive base salary (negotiable depending on experience) Excellent bonus scheme 8% non-contributory pension scheme Private medical insurance Cashplan Income protection Critical illness cover Death in service benefit Parking allowance Generous holiday allowance (increasing with length of service) If you're an experienced Mortgage Adviser ready to step into a senior role with influence, autonomy, and excellent long-term prospects, we'd love to hear from you.

I'm partnering with a leading pensions consultancy that's expanding its specialist Project Implementation teams across the UK. This is a great opportunity to get involved in a variety of technical administration projects, including GMP reconciliation, benefit rectification, de-risking exercises, and high-priority casework. You'll be part of a collaborative team that delivers high-quality results across multiple UK office locations, with hybrid working available. Key Responsibilities: Delivering defined benefit pensions administration projects from start to finish Analysing and validating complex pension data Liaising with internal teams, clients, and third-party providers Ensuring compliance with legislation and best practice Identifying and implementing process improvements Experience Required: Experience in DB pensions administration and bulk project work Strong analytical and organisational skills Excellent communication abilities Proficiency in Excel What's on offer: Competitive salary performance-related bonus Study support for professional qualifications Ongoing training and career development Hybrid working from multiple UK locations

Our client is seeking an experienced Financial Services Administrator to join their team. In this role, you'll support a Consultant by managing and administering a portfolio of pension and personal wealth clients, ensuring their financial affairs are handled smoothly and efficiently. This is a fantastic opportunity for a professional with a strong financial services background, excellent attention to detail, and a proactive mindset to take their career to the next level while working closely with a senior consultant. Experience: Minimum 5 years' experience in a financial services role. Strong understanding of pensions, personal wealth, and complex client portfolios. Previous experience supporting senior consultants or leadership teams is advantageous. Skills Excellent communication and interpersonal skills, with the ability to engage at all levels. High attention to detail, with a proactive approach to resolving client issues. Strong organisational skills, able to prioritise and manage multiple tasks in a fast-paced environment. Ability to work both independently and collaboratively within a team. What You'll Be Doing Client Portfolio Management - Administering and managing a portfolio of pension and personal wealth clients. Consultant Support - Working closely with a Consultant to ensure the smooth running of client accounts. Client Liaison - Handling queries, providing information, and maintaining excellent service standards. Regulatory Compliance - Ensuring all activities meet internal procedures and industry regulations. Administrative Support - Preparing documents, managing workflows, and coordinating meetings. Continuous Learning - Staying up to date with industry changes and participating in training to build expertise.

A leading consultancy is seeking a New Business Producer to join its People Solutions team. The business supports clients across the full spectrum of employee benefits, with this role focusing specifically on pensions. The team partners with organisations ranging from 250 to 100,000 employees, including global brands and innovative start-ups. About the Role The main purpose of this role is to generate profitable new business opportunities by developing relationships with major UK and global organisations across a range of industries. You'll have the autonomy to identify opportunities, open new sectors and distribution channels, and shape propositions that meet client demand. Key Responsibilities Actively prospecting and managing a pipeline of new business opportunities Building and maintaining strong client, introducer, and partner relationships Leading prospect meetings, tenders, and proposal presentations Feeding into business planning and forecasting Negotiating fees or commissions in line with company standards Supporting and mentoring junior colleagues Ensuring compliance with internal procedures and regulatory obligations Monitoring service standards and client satisfaction About You Strong track record in business development within pensions or wider employee benefits Ability to build trusted relationships with clients and partners Skilled negotiator with excellent presentation and communication skills Understanding of pensions solutions, with broader awareness of health, risk, and wellbeing strategies Driven, proactive, and confident working with autonomy

I am working with a National Financial Planning firm who are seeking an experienced Paraplanner to join their team around the St Albans area. Experienced & Reliable: Seeking a career Paraplanner who has worked in Financial Services and been in their current Paraplanner role for a minimum of 4 years. The ideal candidate will have demonstrated loyalty and consistency, and who brings a dependable approach to their work. Dynamic & Flexible: This is a high-volume, fast-paced role. The ideal candidate will be proactive, adaptable, and able to manage changing priorities with ease. A teamwork approach and "roll up your sleeves" attitude is essential. Initiative & Problem Solving: We need someone who thinks for themselves - able to work independently, ask the right questions, and take ownership of their workload without needing constant direction. A solutions-focused mindset is key. Team Player: Collaboration is at the heart of our business. The successful candidate must work well with others, supporting their colleagues and contributing to the wider team success. Financial Planning Enthusiast: A genuine interest in financial planning is a must. The role involves in-depth research, cashflow modelling, and agenda preparation, so a detail-oriented and analytical mindset is essential. Flexible Approach to Client Work: While the role is not client-facing by default, there is flexibility for the right person to be involved in client meetings if desired. Quality-Driven: We're looking for someone who cares about the standard of their work, not someone who just does the job. Attention to detail and pride in delivering high-quality output is critical. Open-Minded & Thoughtful: This is not a role for someone who sees things only in black and white. We value a pragmatic and thoughtful approach to paraplanning, balancing precision with flexibility. Reference: 4305

A leading consultancy is seeking a New Business Producer to join its People Solutions team. The business supports clients across the full spectrum of employee benefits, with this role focusing specifically on pensions. The team partners with organisations ranging from 250 to 100,000 employees, including global brands and innovative start-ups. About the Role The main purpose of this role is to generate profitable new business opportunities by developing relationships with major UK and global organisations across a range of industries. You'll have the autonomy to identify opportunities, open new sectors and distribution channels, and shape propositions that meet client demand. Key Responsibilities Actively prospecting and managing a pipeline of new business opportunities Building and maintaining strong client, introducer, and partner relationships Leading prospect meetings, tenders, and proposal presentations Feeding into business planning and forecasting Negotiating fees or commissions in line with company standards Supporting and mentoring junior colleagues Ensuring compliance with internal procedures and regulatory obligations Monitoring service standards and client satisfaction About You Strong track record in business development within pensions or wider employee benefits Ability to build trusted relationships with clients and partners Skilled negotiator with excellent presentation and communication skills Understanding of pensions solutions, with broader awareness of health, risk, and wellbeing strategies Driven, proactive, and confident working with autonomy

A leading consultancy is seeking a New Business Producer to join its People Solutions team. The business supports clients across the full spectrum of employee benefits, with this role focusing specifically on pensions. The team partners with organisations ranging from 250 to 100,000 employees, including global brands and innovative start-ups. About the Role The main purpose of this role is to generate profitable new business opportunities by developing relationships with major UK and global organisations across a range of industries. You'll have the autonomy to identify opportunities, open new sectors and distribution channels, and shape propositions that meet client demand. Key Responsibilities Actively prospecting and managing a pipeline of new business opportunities Building and maintaining strong client, introducer, and partner relationships Leading prospect meetings, tenders, and proposal presentations Feeding into business planning and forecasting Negotiating fees or commissions in line with company standards Supporting and mentoring junior colleagues Ensuring compliance with internal procedures and regulatory obligations Monitoring service standards and client satisfaction About You Strong track record in business development within pensions or wider employee benefits Ability to build trusted relationships with clients and partners Skilled negotiator with excellent presentation and communication skills Understanding of pensions solutions, with broader awareness of health, risk, and wellbeing strategies Driven, proactive, and confident working with autonomy

A leading consultancy is seeking a New Business Producer to join its People Solutions team. The business supports clients across the full spectrum of employee benefits, with this role focusing specifically on pensions. The team partners with organisations ranging from 250 to 100,000 employees, including global brands and innovative start-ups. About the Role The main purpose of this role is to generate profitable new business opportunities by developing relationships with major UK and global organisations across a range of industries. You'll have the autonomy to identify opportunities, open new sectors and distribution channels, and shape propositions that meet client demand. Key Responsibilities Actively prospecting and managing a pipeline of new business opportunities Building and maintaining strong client, introducer, and partner relationships Leading prospect meetings, tenders, and proposal presentations Feeding into business planning and forecasting Negotiating fees or commissions in line with company standards Supporting and mentoring junior colleagues Ensuring compliance with internal procedures and regulatory obligations Monitoring service standards and client satisfaction About You Strong track record in business development within pensions or wider employee benefits Ability to build trusted relationships with clients and partners Skilled negotiator with excellent presentation and communication skills Understanding of pensions solutions, with broader awareness of health, risk, and wellbeing strategies Driven, proactive, and confident working with autonomy

The role To provide a technical service to our team of advisers in order to provide our clients with a positive professional experience, report writing support including the production of suitability reports based on client needs and assisting the Paraplanning team to maintain up to date report templates and models. Job Responsibilities Assist with the provision of fully compliant, potentially complex reports which will include analysis, research and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and completing supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Adhere to Consumer Duty outcomes Job Requirements Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role Experience of writing and compiling very technical Suitability Reports, coupled with good solid Research experience Career focused Paraplanner Experience with pension switching and transfer products is highly beneficial Cashflow forecasting experience is advantageous Excellent organisational skills and attention to detail. Strong communication skills and the ability to collaborate effectively with internal and external stakeholders. Self-motivated with the ability to work independently and manage multiple priorities. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the office. And lots of flexible benefits to choose from!

The role To provide a technical service to our team of advisers in order to provide our clients with a positive professional experience, report writing support including the production of suitability reports based on client needs and assisting the Paraplanning team to maintain up to date report templates and models. Job Responsibilities Assist with the provision of fully compliant, potentially complex reports which will include analysis, research and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and completing supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Adhere to Consumer Duty outcomes Job Requirements Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role Experience of writing and compiling very technical Suitability Reports, coupled with good solid Research experience Career focused Paraplanner Experience with pension switching and transfer products is highly beneficial Cashflow forecasting experience is advantageous Excellent organisational skills and attention to detail. Strong communication skills and the ability to collaborate effectively with internal and external stakeholders. Self-motivated with the ability to work independently and manage multiple priorities. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the office. And lots of flexible benefits to choose from!

The role To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. Responsibilities Helping Advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO. Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans. Adding details of any missing policy information to IO as required. Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value. Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required. Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges. Using the standard templates within IO, create and check the client valuation report and upload to IO. Produce any 'OneNote Packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client. KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions. Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system. Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients. Produce client letters as required. Answering phone calls as they come in. Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace. Always comply with the Compliance policies Engage with training and development as applicable. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. Adhere to consumer duty. Requirements Relevant experience supporting an Adviser. Previous regulatory or financial industry experience. Good written and oral communication skills. Methodical and organised. Computer literate. Accurate with good attention to detail. Customer focused. Drives forward service excellence. Collaborative and a team player. Maths and English GCSE, grade 5 or above, or equivalent. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the office. And lots of flexible benefits to choose from!

The role To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. Responsibilities Helping Advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO. Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans. Adding details of any missing policy information to IO as required. Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value. Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required. Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges. Using the standard templates within IO, create and check the client valuation report and upload to IO. Produce any 'OneNote Packs' requested by the advisers including: Client Charter FE Analytics research on the funds held by the client. KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions. Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system. Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients. Produce client letters as required. Answering phone calls as they come in. Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace. Always comply with the Compliance policies Engage with training and development as applicable. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. Adhere to consumer duty. Requirements Relevant experience supporting an Adviser. Previous regulatory or financial industry experience. Good written and oral communication skills. Methodical and organised. Computer literate. Accurate with good attention to detail. Customer focused. Drives forward service excellence. Collaborative and a team player. Maths and English GCSE, grade 5 or above, or equivalent. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from!