19 jobs found

The starting salary for this role is 47,142 per annum based on a 36-hour working week. This is a 2-year fixed term post, with the potential for a further 3-year extension when funding is confirmed. Surrey County Council is launching a new function to deliver the Connect to Work programme, supporting people with complex barriers to find and maintain work. As Team Leader, you will play a key role in establishing the programme and supporting a team of Employment Specialists to deliver support to local residents. This role is ideal for those passionate about driving meaningful change and having local impact by supporting people into employment through effective leadership. The role is hybrid with at least one day a week in Woodhatch Place, Reigate (usually Tuesday). The job will require some travel to other locations in Surrey and occasionally further afield. Rewards and Benefits 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave An extensive Employee Assistance Programme (EAP) to support health and wellbeing Up to 5 days of carer's leave per year Paternity, adoption and dependents leave A generous local government salary related pension Lifestyle discounts including gym, travel, shopping and many more 2 paid volunteering days per year Learning and development hub where you can access a wealth of resources About the Team The Economy and Growth function, consisting of over 40 people, is dedicated to driving sustainable economic development across Surrey, working collaboratively as 'One Council' to support strategic priorities that benefit the county's 1.2 million residents. The team provides key services in business support, innovation, skills, and infrastructure, and works with major employers like Amazon, McLaren, and Samsung to strengthen the regional economy, which is home to 110,000 businesses and contributes 50 billion annually to the UK economy. We are establishing a new programme within the Economy and Growth function to deliver the 'Connect to Work' supported employment programme. This ambitious new initiative is part of a national roll-out by the Department for Work and Pensions (DWP). Launched through the government's 'Get Britain Working' White Paper, this initiative is part of a broader range of programmes addressing skills gaps, responding to employer need and driving local growth to achieve the best outcomes. Connect to Work will use the established model of Individual Placement and Support (IPS) which is an evidence-based 'place then train' method of supported employment. About the Role This role will be crucial to the successful delivery of the Connect to Work programme. You will lead a team of up to 6-8 Employment Specialists (by year two) in a fast-paced, target-driven environment-ensuring they have the tools, resources, and relationships needed to manage their caseloads effectively and meet programme targets. While Employment Specialists support participants using the IPS model and aim for high Fidelity, you will also manage a small caseload, working directly with those furthest from the labour market to help them secure and sustain paid employment. You will foster a positive, collaborative team environment and promote shared ownership of targets across the wider Economy and Growth function. You will lead efforts to promote the programme through a variety of referral sources-health and social care, the voluntary sector, and other local authority services-embedding best practice and ensuring IPS principles remain central to delivery. You will work closely with the Programme Delivery Manager and Programme Coordinator to ensure data reporting requirements are captured accurately and to meet contractual arrangements. This will include working with the Programme Coordinator to ensure activity is accurately captured in the Client Management System (CRM) to review customer journey and identify where performance needs to improve through weekly check-ins and cross team case reviews. You will also support employer relationships, including establishing new relationships with anchor organisations across Surrey. Shortlisting Criteria To be considered for shortlisting for this position, your application will clearly evidence the following: Experience in supporting implementation and delivery of a similar supported employment programme, preferably IPS Evidenced experience and success in employer engagement practice leading to sustained employment for people who have faced barriers to employment Managing, supervising and coaching front line staff in employment support (or similar) settings Cultivating a high performing team environment that is focused on exceeding programme targets, preferably in supported employment settings Strong understanding of the employment support landscape Excellent communication skills Application Questions To apply, please send a copy of your CV and outline your experience and suitability for the role responding to these two questions: Please give us examples of managing a high performing, target driven and motivated team in a supported employment programme, (preferably IPS). Please tell us about your experience working with employers to deliver a successful employment programme (ideally in a local authority setting). Please contact us for any questions relating to the role. This could be to discuss flexible working requests, transferable skills or any barriers to employment. The job advert closes on 21st September 2025 with interviews to follow. We look forward to receiving your application, please click on the apply online button below to submit. Local Government Reorganisation Surrey County Council is preparing for Local Government Reorganisation which will allow us to implement the Government led policy of devolution, which is all about giving more powers to local areas. Currently, Surrey has a two-tier council system, with 11 district and borough councils and a county council, all responsible for different services. All these councils will be reorganised into a smaller number of new unitary councils which will come into effect in April 2027. At this point, this role will be transferred, with all existing terms and conditions intact into one of the new unitary councils. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Please see more information on our website. Our Commitment Surrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applicants where: The candidate has evidenced the minimum criteria for the role through their application The candidate has chosen to share that they have a disability on the application form Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.

Are you looking for a HR role which you can fit around your lifestyle? If so, Clover HR are looking for a HR Business Partner to join our ever-growing team on a self-employed basis covering London and the South East. Due to constant growth in our client base, we are looking for someone to join our expanding team of HR specialists who has experience in Human Resources and has been in a stand alone or senior position where you have been a decision maker. Clover HR specialises in providing bespoke HR consultancy services and solutions to SMES across the UK. Our ever-growing team has been carefully selected to ensure we provide our clients with a complete HR service, wealth of knowledge and sound advice, spanning all areas of HR. The successful candidate will be working part time alongside our talented team providing HR solutions and Business support to clients face to face, over the phone and via email. This is a field-based role working from a home office. There will be some requirement to travel to client sites from time to time which will typically be in and around London and the Soiuth East. The role As a HR Business Partner with Clover HR, you will be the main point of contact for our clients Human Resources needs within the area, giving advice and supporting them with your experience. You will manage your clients HR issues, advising and supporting them in a range of matters across the employee life cycle. You will provide quality, pragmatic and commercially focused HR advice and support to a varied portfolio of clients. Main duties Provide HR advice on a range of matters across the employee life cycle including recruitment, disciplinary and grievance processes, performance management processes and sickness absence management issues TUPE & Redundancy support Coaching and mentoring. The review, development and implementation of HR policies and procedures, handbooks and employment contracts Networking and onboarding of new business opportunities To be successful, you will be/need CIPD qualified or equivalent Employee relations experience is essential Good understanding and knowledge of UK employment law and its practical application Experience of working in a consultancy environment is beneficial with the capacity to deliver pragmatic advice within a commercial context Flexibility within other commitments to respond quickly and appropriately to client s needs If successful, you will receive £20 per hour Part time hours to suit the needs of Client's. To be discussed with Consultant

IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under their proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations. Daily duties: Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting NJR15766

Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881

The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Hybrid (London & Home-Based) A leading independent wealth management firm is seeking a Technical Paraplanner to join a high-performing advisory team. This is a fantastic opportunity for an experienced paraplanner ready to step into a more strategic, client-focused role. You'll support advisers in delivering holistic financial planning to high-net-worth individuals, using your expertise in cashflow modelling, tax planning, pensions, and investment strategy. The role involves preparing financial plans, attending client meetings, and helping shape long-term financial outcomes. What You'll Bring: 3+ years' experience in paraplanning within independent financial services Diploma qualified (Level 4) Strong knowledge of pensions, investments, trusts, and tax (Income Tax, CGT, IHT) Experience with cashflow modelling (Voyant preferred) Excellent communication, analytical, and organisational skills This hybrid role offers flexibility, professional growth, and the chance to work with a Chartered-status firm known for integrity and excellence. Apply now to take your career to the next level in a dynamic, client-centric environment. Please email Ursula at Financial Divisions.

This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Senior Group Risk & Healthcare Administrator to join their Employee Benefits team. The Senior Group Risk & Healthcare Administrator will need to administer a portfolio of clients in respect of their Group Risk contracts and other related benefits including Group Life, DIS, PHI, PMI, and critical illness. As a Senior Group Risk & Healthcare Administrator you will be responsible for providing pro-active administration support to the Consultants in order to retain and expand existing client accounts and to help develop new business. You will liaise with insurers to negotiate preferred terms, attend client meetings and draft recommendation reports. You will have excellent verbal and written communication skills, a reliable working attitude and a professional client focussed approach. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients. The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required. This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise. Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Are you a skilled and experienced Financial Services Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to play a major role in the success of the team? If the answer to these questions is yes, we would like to hear from you. Our client is a leading Wealth Management firm based in the heart of London. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a further Administrator to join their team. Your role will be to provide full administrative support to Paraplanners and Consultants, ensuring that all relevant information in available and assisting in the production of detailed reports. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

BMC Recruitment Group are currently recruiting for a Mortgage and Protection Consultant to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne. The company is committed to professional growth and will fully support your development through industry-recognised qualifications. This includes sponsoring your Equity Release exam and providing access to comprehensive training resources. For those aspiring to progress further, there is a clearly structured pathway to becoming a Financial Advisor , with full backing to achieve relevant certifications and expand your expertise within the wider wealth management sector. About the Role Salary based on experience - £30,000 to £35,000 Bonus Scheme (OTE - £50,000 to £100,000) Full-time permanent position Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch) Hybrid Working - There will be some hybrid working to this role once training is completed Free on-site parking 33 days annual leave, including bank holidays (increases with length of service) Company pension contribution (increases with length of service) Financial Services Academy - Allowing employees to develop their career within the wealth management sector Company/team events throughout the year Duties/Responsibilities Assess clients' financial situations and advise on suitable mortgage products. Assist clients in completing mortgage applications accurately and efficiently. Maintain up-to-date knowledge of the mortgage market and regulatory requirements. Build and maintain strong relationships with clients, lenders, and other stakeholders. Provide ongoing support throughout the mortgage process, addressing any queries or concerns. Conduct thorough research to identify the best mortgage options available for clients. Ensure compliance with all relevant laws and regulations within the financial services sector. Write and provide protection advice About you Proven experience in financial services, preferably within a mortgage advisory role. Must have your full CeMAP qualification Strong mathematical skills with the ability to analyse financial data effectively. Excellent communication and interpersonal skills to build rapport with clients. Ability to work independently as well as part of a team in a fast-paced environment. A proactive approach to problem-solving and client service is essential. Desirable - Mortgage Advice (CF6) exam and Financial Protection (R05) exam

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.

Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Administrator/ Junior Paraplanner to join their team.You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. xperience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if not already there. You will have strong IT and communications skills and the desire to further your career.This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilitiesSales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management Must be diploma qualified or working towards. Salary neg dependant on qualifications and experience. The role is hybrid either full or part-time. Please apply on-line or contact Cameron James for more information.

We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business. Wills, Trusts and LPA Consultant Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff - also close to the station area Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities The role - Wills, Trusts and LPA Consultant The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients. You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. The role - duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management - review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services - Mortgages, Life insurance etc. A degree in law is desirable - NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided. Full UK driving licence (own car not required). For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Mortgage and Protection Adviser - Hybrid Please note that you MUST be located within Essex or East London (or at least nearby within reason) in order to qualify for this role, as you will attend appointments within these areas and you will need to visit the field office once or twice per week, which is near Brentwood, Essex. Work Style: Hybrid / Work from Home; Head Office near Brentwood, Essex - field work around Essex, East London and surrounding areas (London appointments are often held via Teams/Zoom video meetings unless you live in the London area). Basic Salary: £30,000 - £35,000 commensurate with experience (car allowance included within this range) OTE: £75,000 to £85,000 including bonus, pension, and benefits Location: Southeast 8.30am to 5.30pm Mon to Thu, 8.30am to 5pm Fri Mortgage and Protection Adviser - Hybrid - The Role: Join us as a Mortgage and Protection Adviser and become a key player in driving our residential mortgage sales and boosting customer satisfaction. Be the face of residential mortgage advice, reporting to the adviser team management, and take charge of expanding business from our established customer database, website, and organic inquiries. Your customer interactions will open doors to referral opportunities with our equity release and wealth management teams, offering additional remuneration prospects. Collaborate with the wider team both in the field and at the office, promoting Financial Services. Mortgage and Protection Adviser - Hybrid - What We Offer: Access to top mortgage lender products from the whole market with leading terms and rates. An Extensive database and inquiries from our digital marketing channels and partnerships department. Dedicated Personal Assistant to support you, managing cases from application to completion. Pre-qualified appointments from our Customer Contact Centre booked directly into your diary. Advanced CRM system to generate inquiries and manage your pipeline. IT and marketing support from our internal departments. Regular CPD events, training, and product updates from lenders. Mortgage and Protection Adviser - Hybrid - Your Responsibilities: Provide tailored mortgage advice to customers via phone, video, or in-person. Deliver comprehensive recommendations, including KFIs and Suitability Reports. Proactively contact customers and maximize all inquiries using our database. Ensure FCA compliance in all regulated activities. Maintain accurate records in line with our CRM digital record-keeping standards. Follow the company's sales process for customer communications. Adhere to Consumer Duty principles and compliance. Participate in training courses and CPD activities. Mortgage and Protection Adviser - Hybrid - Your Qualifications: Minimum of 12 months financial services experience in financial advice. Proven sales success and compliant practice with CAS status. Excellent written and verbal communication skills. Experience managing professional relationships. Sales environment experience with targets. Proficiency in Microsoft 365 and industry-standard software. Certificate in Mortgage Advice (CeMAP). Mortgage and Protection Adviser - Hybrid - Personal Attributes: Ethical and customer service focused. Efficient time management. Caring, empathetic, and initiative-taking attitude. Collaborator with self-motivation. Commitment to exceptional advice and service, aiming for excellent online reviews. Bring your unique qualities and we'll support your growth in our expanding company. Our core values are Trust, Honesty, and Service, reflected in our flexible working approach. Other Benefits: Free parking at head office. Collaboration with national and local advisers. Pension. 31 days holiday (including bank holidays, and Christmas closure. Career progression with a growing national company. Discounted staff rates for financial advice. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on Linkedin.

REF: NE(phone number removed) Town Planner (Care Sector) - Oxford - Negotiable Are you a seasoned Town Planner with a passion for enhancing communities and improving the quality of life for residents, particularly in the care sector? We have an exciting opportunity for you! Our client is on the lookout for a talented Town Planner who brings a wealth of experience in the care sector to the table. In this role, you will play a pivotal part in shaping the future of our towns and cities, with a specific focus on planning and developing care facilities that meet the diverse needs of our aging population. Key Responsibilities: Lead planning initiatives tailored to the care sector, ensuring compliance with relevant regulations and standards. Collaborate with stakeholders including local authorities, healthcare providers, and community groups to identify and address specific needs within the care sector. Conduct thorough site assessments and feasibility studies to inform strategic decision-making. Develop innovative solutions for sustainable and inclusive care environments that promote dignity and well-being. Liaise with architects, engineers, and other professionals to translate plans into reality, overseeing the entire development process from concept to completion. Requirements: Proven experience in town planning within the UK, with a focus on the care sector. Comprehensive knowledge of planning legislation, policies, and procedures. Strong communication and negotiation skills, with the ability to engage effectively with diverse stakeholders. Excellent project management abilities, capable of juggling multiple priorities and deadlines. A collaborative mindset and a genuine desire to make a positive impact on communities. Join our dynamic team and be part of something meaningful! If you're ready to apply your expertise to create inclusive and compassionate environments for our aging population, we want to hear from you. Send a copy of your CV to (url removed) of call Neil Ellerton on (phone number removed)