Job Role: Financial Planning Administrator Industry: Financial Services Location: Harrogate Salary: Up to £32,000 Are you a Financial Services Administrator looking for a role where you can make a difference? Join a forward-thinking firm where you will work closely with advisers, ensuring clients receive first-class service and tailored financial advice. You'll play a vital part in supporting financial advisers; preparing client review packs, updating and validating plan information, and ensuring all valuations and income data are accurate. From producing client valuation reports to liaising with providers and chasing outstanding information. Responsibilities include Preparing client review packs with up-to-date valuations, policy information, and costs and charges Requesting and chasing plan information from providers and updating IO systems Producing comparisons on investment propositions and assisting with research Processing new business applications and liaising with providers to ensure timely completion Maintaining accurate client files and ensuring compliance with FCA rules and company procedures Collaborating with advisers and support teams to deliver excellent service to clients What we're looking for At least 1 year experience within adviser support or financial administration Good written and verbal communication skills A methodical, accurate, and proactive approach to work Competence with IT systems and confidence in learning new platforms Benefits Private medical insurance, group life insurance, and income protection insurance. Pension Scheme (7.5% employer contribution) 25 days annual leave (+ ability to buy or sell 5 days) Office Christmas closure Hybrid working (2/3-day split) Performance related bonus Lunch and snacks provided This is an opportunity to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed. Get in touch today to find out more!
Sep 03, 2025
Full time
Job Role: Financial Planning Administrator Industry: Financial Services Location: Harrogate Salary: Up to £32,000 Are you a Financial Services Administrator looking for a role where you can make a difference? Join a forward-thinking firm where you will work closely with advisers, ensuring clients receive first-class service and tailored financial advice. You'll play a vital part in supporting financial advisers; preparing client review packs, updating and validating plan information, and ensuring all valuations and income data are accurate. From producing client valuation reports to liaising with providers and chasing outstanding information. Responsibilities include Preparing client review packs with up-to-date valuations, policy information, and costs and charges Requesting and chasing plan information from providers and updating IO systems Producing comparisons on investment propositions and assisting with research Processing new business applications and liaising with providers to ensure timely completion Maintaining accurate client files and ensuring compliance with FCA rules and company procedures Collaborating with advisers and support teams to deliver excellent service to clients What we're looking for At least 1 year experience within adviser support or financial administration Good written and verbal communication skills A methodical, accurate, and proactive approach to work Competence with IT systems and confidence in learning new platforms Benefits Private medical insurance, group life insurance, and income protection insurance. Pension Scheme (7.5% employer contribution) 25 days annual leave (+ ability to buy or sell 5 days) Office Christmas closure Hybrid working (2/3-day split) Performance related bonus Lunch and snacks provided This is an opportunity to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed. Get in touch today to find out more!
Paraplanner - Award-Winning Financial Planning Practice Bracknell, hybrid (2days office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Bracknell that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Sep 03, 2025
Full time
Paraplanner - Award-Winning Financial Planning Practice Bracknell, hybrid (2days office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Bracknell that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Paraplanner - Award-Winning Financial Planning Practice Lincoln, hybrid (2days in office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Lincoln that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to clearly communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Sep 03, 2025
Full time
Paraplanner - Award-Winning Financial Planning Practice Lincoln, hybrid (2days in office) £38,000 - £45,000 Bonus Excellent Benefits We're working with a multi-award-winning Financial Planning practice based in Lincoln that provides bespoke financial advice to high-net-worth individuals and some of the UK's leading businesses. As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit. What's on offer: Hybrid working - 2 days in the office Flexible Hours Annual bonus scheme (c.10%) share options Generous holiday allowance birthday off Life insurance, Pension, and Permanent Health Insurance Career development support And more - we'd be happy to talk you through the full package! What we're looking for: Level 4 Diploma (minimum) Strong attention to detail and the ability to clearly communicate complex financial information Solid tech skills and confidence using database systems - especially important when working remotely Apply today to be considered for this opportunity. Not quite the right fit? We'd still love to hear from you. Get in touch to explore other paraplanning or financial services roles we're working on that may not be advertised yet. And if you know someone who'd be a great match? Refer them to us and earn £200 if we help them secure a new role. Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner
Trainee Mortgage Advisor / Trainee Mortgage Broker - CeMAP 1 - High Earnings - Oldham Location: Oldham, Greater Manchester Job Title: Trainee Mortgage Advisor / Trainee Mortgage Broker Salary: £24,000 basic Bonuses OTE £28,000+ Pension Life Assurance Recruiter: Cameron James Professional Recruitment (on behalf of a national financial services firm) Employment Type: Full-Time, Permanent Progression: Clear route to full Mortgage Advisor status once CeMAP qualified Kickstart Your Career in Financial Services - Trainee Mortgage Advisor Role Available in Oldham Are you ambitious, driven, and working towards your CeMAP 1 qualification? Do you have a passion for property, finance, or helping people secure their dream homes? If so, this is your chance to join a respected and supportive financial services firm in Oldham as a Trainee Mortgage Advisor or Trainee Mortgage Broker . At Cameron James Professional Recruitment , we're proud to be representing a dynamic and growing mortgage business offering a unique opportunity for entry-level professionals to launch their careers. This Oldham-based position provides a strong foundation for long-term success in the mortgage industry, with structured training, ongoing support, and access to high earnings as you progress. Key Responsibilities Manage Remortgage Leads: Proactively follow up on mortgage customer pipelines; send timely communications and ensure client contact within agreed SLAs. Customer Relationship Building: Serve as a first point of contact for potential clients, identify needs, and help match them with suitable mortgage and protection services. Client Nurturing & CRM Management: Use the CRM system to track, follow up, and nurture client journeys, feeding warm leads back to qualified mortgage advisers. Sales Development: Upsell or cross-sell additional products, all while adhering to compliance guidelines and a customer-first approach. Knowledge & Understanding Understanding of the financial services industry and mortgage market structure. Knowledge of regulatory compliance , FCA principles, and ethical conduct. Awareness of CeMAP 1 and its foundational relevance to mortgage advice. Familiarity with mortgage products, insurance services, and customer outcome principles. Professional Skills & Qualities Excellent verbal and written communication skills, with a positive and proactive attitude. Strong IT skills , including experience with CRM systems and Microsoft Office. Comfortable working in a fast-paced, telephone-heavy environment . Effective at planning, prioritising , and working both independently and in a team. Committed to delivering excellent customer service and "Treating Customers Fairly" (TCF). Self-motivated, resilient, and eager to progress toward becoming a fully qualified Trainee Mortgage Advisor in Oldham. Ideal Candidate Requirements Minimum GCSE (or equivalent) in English and Maths. Studying for or already passed CeMAP 1 (essential for progression). Previous experience in customer service, sales, or financial administration desirable. Based in or near Oldham , or able to reliably commute to the area. A strong desire to become a successful Trainee Mortgage Broker or Trainee Mortgage Advisor with high earnings potential. Why Join This Opportunity in Oldham? Work for a well-known financial services provider in Oldham with a reputation for quality and compliance. Fast-track your career into a fully-fledged Mortgage Advisor role once you complete CeMAP 1 . Competitive salary with realistic high earnings potential as you develop. Full mentoring and structured support from experienced advisers and managers. Excellent work/life balance and inclusive company culture. Join a forward-thinking business in Oldham , with modern systems and an engaging office environment. Ready to Launch Your Career? If you're currently working towards CeMAP 1 , based in or near Oldham , and eager to start a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker with high earnings and long-term progression, we want to hear from you.
Sep 03, 2025
Full time
Trainee Mortgage Advisor / Trainee Mortgage Broker - CeMAP 1 - High Earnings - Oldham Location: Oldham, Greater Manchester Job Title: Trainee Mortgage Advisor / Trainee Mortgage Broker Salary: £24,000 basic Bonuses OTE £28,000+ Pension Life Assurance Recruiter: Cameron James Professional Recruitment (on behalf of a national financial services firm) Employment Type: Full-Time, Permanent Progression: Clear route to full Mortgage Advisor status once CeMAP qualified Kickstart Your Career in Financial Services - Trainee Mortgage Advisor Role Available in Oldham Are you ambitious, driven, and working towards your CeMAP 1 qualification? Do you have a passion for property, finance, or helping people secure their dream homes? If so, this is your chance to join a respected and supportive financial services firm in Oldham as a Trainee Mortgage Advisor or Trainee Mortgage Broker . At Cameron James Professional Recruitment , we're proud to be representing a dynamic and growing mortgage business offering a unique opportunity for entry-level professionals to launch their careers. This Oldham-based position provides a strong foundation for long-term success in the mortgage industry, with structured training, ongoing support, and access to high earnings as you progress. Key Responsibilities Manage Remortgage Leads: Proactively follow up on mortgage customer pipelines; send timely communications and ensure client contact within agreed SLAs. Customer Relationship Building: Serve as a first point of contact for potential clients, identify needs, and help match them with suitable mortgage and protection services. Client Nurturing & CRM Management: Use the CRM system to track, follow up, and nurture client journeys, feeding warm leads back to qualified mortgage advisers. Sales Development: Upsell or cross-sell additional products, all while adhering to compliance guidelines and a customer-first approach. Knowledge & Understanding Understanding of the financial services industry and mortgage market structure. Knowledge of regulatory compliance , FCA principles, and ethical conduct. Awareness of CeMAP 1 and its foundational relevance to mortgage advice. Familiarity with mortgage products, insurance services, and customer outcome principles. Professional Skills & Qualities Excellent verbal and written communication skills, with a positive and proactive attitude. Strong IT skills , including experience with CRM systems and Microsoft Office. Comfortable working in a fast-paced, telephone-heavy environment . Effective at planning, prioritising , and working both independently and in a team. Committed to delivering excellent customer service and "Treating Customers Fairly" (TCF). Self-motivated, resilient, and eager to progress toward becoming a fully qualified Trainee Mortgage Advisor in Oldham. Ideal Candidate Requirements Minimum GCSE (or equivalent) in English and Maths. Studying for or already passed CeMAP 1 (essential for progression). Previous experience in customer service, sales, or financial administration desirable. Based in or near Oldham , or able to reliably commute to the area. A strong desire to become a successful Trainee Mortgage Broker or Trainee Mortgage Advisor with high earnings potential. Why Join This Opportunity in Oldham? Work for a well-known financial services provider in Oldham with a reputation for quality and compliance. Fast-track your career into a fully-fledged Mortgage Advisor role once you complete CeMAP 1 . Competitive salary with realistic high earnings potential as you develop. Full mentoring and structured support from experienced advisers and managers. Excellent work/life balance and inclusive company culture. Join a forward-thinking business in Oldham , with modern systems and an engaging office environment. Ready to Launch Your Career? If you're currently working towards CeMAP 1 , based in or near Oldham , and eager to start a rewarding career as a Trainee Mortgage Advisor or Trainee Mortgage Broker with high earnings and long-term progression, we want to hear from you.
Corporate Financial Advisor Bristol Hybrid working Up to £75k The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive salary and the support to grow both your experience and earnings, then this could be for you. You will need experience in maintaining long-term relationships as well as winning new clients. Salary up to £75k. The Business The company are directly authorised, independent financial advisory firm who specialise in providing advice on pensions, investments and protection, as well as corporate services. They are an established chartered firm, running for over 30 years. They have a strong client bank of individual clients but are now looking to increase their base of corporate clients, focussing purely on group personal pensions, group income protection and group life. The Role Within the role you will take on a number of corporate clients to look after and service, but it will also be about growing their client base. This will require a good level of experience in going out and winning new business. You'll be supported by the firm to grow this base, with the firms experience, reputation and marketing team, you'll be well set up. As well as servicing and growing the book of corporate clients, you may also provide in house services to the current staff of the business. The Benefits Salary Up to £75k - negotiable Bonus scheme 26 days holiday to 31 days after 5 years + bank holidays. Generous employer pension contribution. DIS Cover provided. Income Protection cover Private Medical Insurance and Health Cash plan Support with achieving professional qualifications Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Financial adviser, financial planner, IFA, Independent Financial Adviser, Corporate financial advisor.
Sep 03, 2025
Full time
Corporate Financial Advisor Bristol Hybrid working Up to £75k The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive salary and the support to grow both your experience and earnings, then this could be for you. You will need experience in maintaining long-term relationships as well as winning new clients. Salary up to £75k. The Business The company are directly authorised, independent financial advisory firm who specialise in providing advice on pensions, investments and protection, as well as corporate services. They are an established chartered firm, running for over 30 years. They have a strong client bank of individual clients but are now looking to increase their base of corporate clients, focussing purely on group personal pensions, group income protection and group life. The Role Within the role you will take on a number of corporate clients to look after and service, but it will also be about growing their client base. This will require a good level of experience in going out and winning new business. You'll be supported by the firm to grow this base, with the firms experience, reputation and marketing team, you'll be well set up. As well as servicing and growing the book of corporate clients, you may also provide in house services to the current staff of the business. The Benefits Salary Up to £75k - negotiable Bonus scheme 26 days holiday to 31 days after 5 years + bank holidays. Generous employer pension contribution. DIS Cover provided. Income Protection cover Private Medical Insurance and Health Cash plan Support with achieving professional qualifications Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Financial adviser, financial planner, IFA, Independent Financial Adviser, Corporate financial advisor.
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
Sep 03, 2025
Full time
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
IFA Administrator Birmingham Office-based role Up to £30k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £30,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 03, 2025
Full time
IFA Administrator Birmingham Office-based role Up to £30k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £30,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Sep 03, 2025
Full time
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Financial Services Case Worker - Southampton, £30,000 Your new company You'll be joining a well-established and respected financial services organisation with a strong focus on regulatory excellence and adviser support. The company is known for its collaborative culture, commitment to innovation, and dedication to maintaining a safe and compliant environment for its clients and partners. Your new role Location: Southampton or Home-based (UK) Hours: 35 or 40 hours per week Contract: Permanent As an Authorisations Caseworker, you'll play a key role in the onboarding process for new financial advisers and firms. You'll be responsible for conducting thorough due diligence checks, verifying identity, employment history, financial stability, and more - to ensure applicants meet regulatory and business standards. You'll also manage applications for regulatory authorisation and make decisions based on internal business criteria. This is a front-line role that directly supports business growth while maintaining high standards of compliance and professionalism. This role can be considered as a remote option for the right candidate. What you'll need to succeed To thrive in this role, you'll need: Experience in Financial Services and FCA Regulatory environments A professional and welcoming approach to stakeholder engagement An inquisitive mindset and a risk-based approach to decision-making Strong organisational skills and the ability to manage workloads under pressure Confidence in communicating with stakeholders and supporting team members A proactive attitude toward change and technology Proficiency in Microsoft Excel and Word What you'll get in return This role offers a competitive benefit package, including: Holiday: 26 days (182 hours) Performance Incentive Scheme Pension Scheme: Non-contributory with options to enhance Private Medical Insurance: Single cover with upgrade options Life Assurance: 4x your salary Income Protection: 75% of salary after 26 weeks of absence Flexible Benefits: Customisable options via salary deduction What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 03, 2025
Full time
Financial Services Case Worker - Southampton, £30,000 Your new company You'll be joining a well-established and respected financial services organisation with a strong focus on regulatory excellence and adviser support. The company is known for its collaborative culture, commitment to innovation, and dedication to maintaining a safe and compliant environment for its clients and partners. Your new role Location: Southampton or Home-based (UK) Hours: 35 or 40 hours per week Contract: Permanent As an Authorisations Caseworker, you'll play a key role in the onboarding process for new financial advisers and firms. You'll be responsible for conducting thorough due diligence checks, verifying identity, employment history, financial stability, and more - to ensure applicants meet regulatory and business standards. You'll also manage applications for regulatory authorisation and make decisions based on internal business criteria. This is a front-line role that directly supports business growth while maintaining high standards of compliance and professionalism. This role can be considered as a remote option for the right candidate. What you'll need to succeed To thrive in this role, you'll need: Experience in Financial Services and FCA Regulatory environments A professional and welcoming approach to stakeholder engagement An inquisitive mindset and a risk-based approach to decision-making Strong organisational skills and the ability to manage workloads under pressure Confidence in communicating with stakeholders and supporting team members A proactive attitude toward change and technology Proficiency in Microsoft Excel and Word What you'll get in return This role offers a competitive benefit package, including: Holiday: 26 days (182 hours) Performance Incentive Scheme Pension Scheme: Non-contributory with options to enhance Private Medical Insurance: Single cover with upgrade options Life Assurance: 4x your salary Income Protection: 75% of salary after 26 weeks of absence Flexible Benefits: Customisable options via salary deduction What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Sep 02, 2025
Full time
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
The Openwork Partnership
Chester Le Street, County Durham
Looking for more than just another Mortgage Advisor role? We are recruiting for a well-established and successful firm who offer their advisers the support, autonomy and recognition they deserve. Whether you are looking for generous commission splits, your own trading style, require admin support or be part of a forward-thinking, adviser-first culture they will help you thrive. About the Firm Pia Financial Solutions understand the importance of supporting their advisers to allow them to run their own successful businesses and achieve their goals. As a well-established and highly regarded firm, they have the expertise and support to help you flourish. About the Role As a Mortgage advisor, you will be part of a nationwide network of mortgage specialists who put people first. Offering advice on almost every aspect of a clients' financial needs: from Protection and Insurance, to Mortgages and full Financial Planning. With a dedicated team of professionals supporting you, you can focus on outstanding customer service, excellent advice and building your client base. The benefits for a Mortgage Advisor: 80% commission split as standard, increasing to 87.5% Flexibility of a self-employed contract allowing for greater earning potential. Rapid and reliable commission payments. Autonomy over your diary with no micromanagement. Your own dedicated web page and a professional email address. Ability to build your own trading style, helping you to stand out in the market. Fully remote. Optional admin support. In-house supervision team for training and development on all aspects including business support and generation including business workshops. Access to pre-approved marketing material. Regular national and regional events. Additional earning potential through referrals for wills, commercial lending, secured loans and conveyancing. Potential for career progression into full financial advice including ability to obtain further qualifications. Your responsibilities as a Mortgage Advisor will include: Providing advice and recommendation across mortgage and protection products. Growing your reach and generating enquiries. Staying up to date with industry knowledge. What will you need to succeed as a Mortgage Advisor: CeMAP or CII Certificate in Mortgage Advice qualified is a must. 12 months experience of providing advice on Mortgage and Protection products. Passion for customer service. Pia Financial Services is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves
Sep 02, 2025
Full time
Looking for more than just another Mortgage Advisor role? We are recruiting for a well-established and successful firm who offer their advisers the support, autonomy and recognition they deserve. Whether you are looking for generous commission splits, your own trading style, require admin support or be part of a forward-thinking, adviser-first culture they will help you thrive. About the Firm Pia Financial Solutions understand the importance of supporting their advisers to allow them to run their own successful businesses and achieve their goals. As a well-established and highly regarded firm, they have the expertise and support to help you flourish. About the Role As a Mortgage advisor, you will be part of a nationwide network of mortgage specialists who put people first. Offering advice on almost every aspect of a clients' financial needs: from Protection and Insurance, to Mortgages and full Financial Planning. With a dedicated team of professionals supporting you, you can focus on outstanding customer service, excellent advice and building your client base. The benefits for a Mortgage Advisor: 80% commission split as standard, increasing to 87.5% Flexibility of a self-employed contract allowing for greater earning potential. Rapid and reliable commission payments. Autonomy over your diary with no micromanagement. Your own dedicated web page and a professional email address. Ability to build your own trading style, helping you to stand out in the market. Fully remote. Optional admin support. In-house supervision team for training and development on all aspects including business support and generation including business workshops. Access to pre-approved marketing material. Regular national and regional events. Additional earning potential through referrals for wills, commercial lending, secured loans and conveyancing. Potential for career progression into full financial advice including ability to obtain further qualifications. Your responsibilities as a Mortgage Advisor will include: Providing advice and recommendation across mortgage and protection products. Growing your reach and generating enquiries. Staying up to date with industry knowledge. What will you need to succeed as a Mortgage Advisor: CeMAP or CII Certificate in Mortgage Advice qualified is a must. 12 months experience of providing advice on Mortgage and Protection products. Passion for customer service. Pia Financial Services is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
Sep 02, 2025
Full time
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
We are currently seeking a Finance Manager to join a rapidly expanding business, with an impressive track record of performance. This is the first time this role will be in houseas previously this role has been outsourced so this is a very rare opportunity to build and shape this role from the ground up. This role is based in Bolton 3 days per week., 2 days from home. What you will do Close month-end by WD5 and deliver a clear WD7 board pack Run a live 13-week cash-flow and chair a weekly cash meeting Lead WIP, revenue recognition and project margin tracking Improve working capital through collections, supplier terms and stock discipline Prepare year-end files and support investor due diligence Banking: manage our day-to-day banking relationship (facilities, covenant/KPI reporting, KYC updates, mandates and user access; merchant services) HR liaison: oversee payroll timetable and accuracy, starters/leavers, benefits reporting and holiday pay accruals; support People/HR with finance data for policies and ER processes Compliance: ensure timely VAT/PAYE/pensions filings, maintain finance GDPR controls, coordinate insurance renewals and basic company secretarial filings with advisers Lead and develop a small finance team; improve processes and MI Manage a small finance team: Purchase Ledger, Sales Ledger and Credit Control About you ACA, ACCA or CIMA qualified with strong SME experience Track record in cash forecasting, working capital and project accounting Confident dealing with banks and external advisers; comfortable with payroll/HR touchpoints and core compliance Strong Excel and BI skills (Zoho experience is a plus) Nice to have Experience with leasing/asset-finance paperwork, banking and funders Built a WD5/WD7 reporting in previous roles Package and benefits 50,000 to 55,000 base Up to 10% bonus linked to WD5/WD7 delivery, cash-flow forecast accuracy and DSO improvement Pension, 28 days holiday plus bank holidays Hybrid working 3 days on site Clear progression as the business scales If you have the relevant experience and qualifications, and you want to join a growing company in a brand new role that you can really make your own- then apply online now.
Sep 02, 2025
Full time
We are currently seeking a Finance Manager to join a rapidly expanding business, with an impressive track record of performance. This is the first time this role will be in houseas previously this role has been outsourced so this is a very rare opportunity to build and shape this role from the ground up. This role is based in Bolton 3 days per week., 2 days from home. What you will do Close month-end by WD5 and deliver a clear WD7 board pack Run a live 13-week cash-flow and chair a weekly cash meeting Lead WIP, revenue recognition and project margin tracking Improve working capital through collections, supplier terms and stock discipline Prepare year-end files and support investor due diligence Banking: manage our day-to-day banking relationship (facilities, covenant/KPI reporting, KYC updates, mandates and user access; merchant services) HR liaison: oversee payroll timetable and accuracy, starters/leavers, benefits reporting and holiday pay accruals; support People/HR with finance data for policies and ER processes Compliance: ensure timely VAT/PAYE/pensions filings, maintain finance GDPR controls, coordinate insurance renewals and basic company secretarial filings with advisers Lead and develop a small finance team; improve processes and MI Manage a small finance team: Purchase Ledger, Sales Ledger and Credit Control About you ACA, ACCA or CIMA qualified with strong SME experience Track record in cash forecasting, working capital and project accounting Confident dealing with banks and external advisers; comfortable with payroll/HR touchpoints and core compliance Strong Excel and BI skills (Zoho experience is a plus) Nice to have Experience with leasing/asset-finance paperwork, banking and funders Built a WD5/WD7 reporting in previous roles Package and benefits 50,000 to 55,000 base Up to 10% bonus linked to WD5/WD7 delivery, cash-flow forecast accuracy and DSO improvement Pension, 28 days holiday plus bank holidays Hybrid working 3 days on site Clear progression as the business scales If you have the relevant experience and qualifications, and you want to join a growing company in a brand new role that you can really make your own- then apply online now.
Exchange Street Executive Search
Bristol, Gloucestershire
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Sep 02, 2025
Full time
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Sep 02, 2025
Full time
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Harrogate / Hybrid Working Client Support Admin Full-time Permanent Hybrid Are you an experienced client support professional with a background in financial services? We're working with a rapidly growing, private equity-backed wealth management group that's reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion. About the Company Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK. The Role As a Client Support Executive , you'll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You'll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience. Key Responsibilities Prepare documentation and reports for client review meetings. Maintain and update client records using internal systems. Liaise with product providers to obtain and verify plan information. Validate fund data, unit balances, and income expectations. Collate costs and charges, including adviser fees and fund-based income. Produce valuation reports and supporting documentation using templates. Assist with new business processing and application submissions. Respond to client and provider queries via phone and email. Ensure compliance with internal procedures and FCA regulations. Support advisers with research and documentation for investment comparisons. Contribute to continuous improvement by identifying process enhancements. What We're Looking For Previous experience in a client support or admin role within financial services. Strong understanding of financial products, platforms, and regulatory requirements. Excellent communication and organisational skills. High attention to detail and accuracy. Proficiency with CRM systems and Microsoft Office. Desirable Attributes Customer-focused with a proactive approach to service delivery. Team player with a collaborative mindset. Comfortable working in a fast-paced, evolving environment. Willingness to engage in ongoing training and development. Benefits Competitive salary Hybrid working model 25 days annual leave (plus buy/sell options) Private medical insurance Enhanced pension scheme Life assurance & health cash plan Discretionary performance bonus Employee Assistance Programme Office closure over Christmas
Sep 01, 2025
Full time
Harrogate / Hybrid Working Client Support Admin Full-time Permanent Hybrid Are you an experienced client support professional with a background in financial services? We're working with a rapidly growing, private equity-backed wealth management group that's reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion. About the Company Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK. The Role As a Client Support Executive , you'll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You'll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience. Key Responsibilities Prepare documentation and reports for client review meetings. Maintain and update client records using internal systems. Liaise with product providers to obtain and verify plan information. Validate fund data, unit balances, and income expectations. Collate costs and charges, including adviser fees and fund-based income. Produce valuation reports and supporting documentation using templates. Assist with new business processing and application submissions. Respond to client and provider queries via phone and email. Ensure compliance with internal procedures and FCA regulations. Support advisers with research and documentation for investment comparisons. Contribute to continuous improvement by identifying process enhancements. What We're Looking For Previous experience in a client support or admin role within financial services. Strong understanding of financial products, platforms, and regulatory requirements. Excellent communication and organisational skills. High attention to detail and accuracy. Proficiency with CRM systems and Microsoft Office. Desirable Attributes Customer-focused with a proactive approach to service delivery. Team player with a collaborative mindset. Comfortable working in a fast-paced, evolving environment. Willingness to engage in ongoing training and development. Benefits Competitive salary Hybrid working model 25 days annual leave (plus buy/sell options) Private medical insurance Enhanced pension scheme Life assurance & health cash plan Discretionary performance bonus Employee Assistance Programme Office closure over Christmas
A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development. As a Paraplanner, you'll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You'll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients. Key Responsibilities: Produce accurate and compliant suitability reports across a range of advice areas Conduct in-depth research and analysis to support financial planning recommendations Liaise closely with Advisers, clients, and providers to ensure a seamless service Maintain up-to-date knowledge of financial products, legislation, and industry best practices Contribute to the ongoing development and improvement of internal processes What we're looking for: Previous experience working as a Paraplanner within a financial planning or wealth management environment Level 4 Diploma qualified (or close to completion) Strong technical knowledge across pensions, investments, and protection Excellent written and verbal communication skills A collaborative team player with great attention to detail What's on offer: Salary up to £47,000 (dependent on experience) 28 days holiday (plus bank holidays) Life assurance Private Medical Insurance (PMI) Excellent pension scheme Dental cover Discretionary annual bonus Full exam support towards professional qualifications Hybrid working - 3 days in the office, 2 from home This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.
Sep 01, 2025
Full time
A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development. As a Paraplanner, you'll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You'll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients. Key Responsibilities: Produce accurate and compliant suitability reports across a range of advice areas Conduct in-depth research and analysis to support financial planning recommendations Liaise closely with Advisers, clients, and providers to ensure a seamless service Maintain up-to-date knowledge of financial products, legislation, and industry best practices Contribute to the ongoing development and improvement of internal processes What we're looking for: Previous experience working as a Paraplanner within a financial planning or wealth management environment Level 4 Diploma qualified (or close to completion) Strong technical knowledge across pensions, investments, and protection Excellent written and verbal communication skills A collaborative team player with great attention to detail What's on offer: Salary up to £47,000 (dependent on experience) 28 days holiday (plus bank holidays) Life assurance Private Medical Insurance (PMI) Excellent pension scheme Dental cover Discretionary annual bonus Full exam support towards professional qualifications Hybrid working - 3 days in the office, 2 from home This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Sep 01, 2025
Full time
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 01, 2025
Full time
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 01, 2025
Full time
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
