Job Title: Mortgage Adviser (Newly Qualified) Location: Outskirts of Bury, Gt Manchester. Salary: £25,000 - £29,000 Commission Benefits (OTE £45-50k uncapped) We are looking for a forward-thinking, customer-focused mortgage and protection adviser for a small wealth management practice, committed to supporting clients with expert advice tailored to their needs. As they continue to grow, they are looking for a motivated Newly Qualified Mortgage Adviser to join our expanding team. This is a fantastic opportunity for someone who has recently gained their CeMAP (or equivalent) qualification and is eager to grow their career in financial services. We also welcome established advisers looking to work in a small team environment and happy to promote the protection benefits. The Role As a Mortgage Adviser, you will: Provide tailored mortgage and protection advice to clients. Build strong, lasting relationships with customers through excellent service. Manage the full mortgage application process, ensuring compliance at every step. Adopt a proactive sales mindset to recommend and sell protection benefits and packages that safeguard clients' long-term financial wellbeing. Generate new business opportunities while working with provided leads. Stay up to date with market trends, lender criteria, and regulatory requirements. What We're Looking For CeMAP (or equivalent) qualification - essential. A strong desire to build a long-term career in mortgage advising. Excellent communication and interpersonal skills. Proactive sales ability with a passion for helping clients protect their families, homes, and lifestyles through add-on protection products. Driven, ambitious, and motivated to achieve results. Organised with good attention to detail. Previous sales or customer service experience (desirable but not essential). What is on Offer Warm leads provided, plus the tools to develop your own client base. Competitive salary with uncapped commission potential. Career progression opportunities within a growing business. Supportive team culture with mentoring from experienced advisers. Free local parking How to Apply If you're newly qualified and ready to kickstart your career as a Mortgage Adviser - with the drive to sell protection packages that truly add value to clients' lives - we'd love to hear from you.
Sep 05, 2025
Full time
Job Title: Mortgage Adviser (Newly Qualified) Location: Outskirts of Bury, Gt Manchester. Salary: £25,000 - £29,000 Commission Benefits (OTE £45-50k uncapped) We are looking for a forward-thinking, customer-focused mortgage and protection adviser for a small wealth management practice, committed to supporting clients with expert advice tailored to their needs. As they continue to grow, they are looking for a motivated Newly Qualified Mortgage Adviser to join our expanding team. This is a fantastic opportunity for someone who has recently gained their CeMAP (or equivalent) qualification and is eager to grow their career in financial services. We also welcome established advisers looking to work in a small team environment and happy to promote the protection benefits. The Role As a Mortgage Adviser, you will: Provide tailored mortgage and protection advice to clients. Build strong, lasting relationships with customers through excellent service. Manage the full mortgage application process, ensuring compliance at every step. Adopt a proactive sales mindset to recommend and sell protection benefits and packages that safeguard clients' long-term financial wellbeing. Generate new business opportunities while working with provided leads. Stay up to date with market trends, lender criteria, and regulatory requirements. What We're Looking For CeMAP (or equivalent) qualification - essential. A strong desire to build a long-term career in mortgage advising. Excellent communication and interpersonal skills. Proactive sales ability with a passion for helping clients protect their families, homes, and lifestyles through add-on protection products. Driven, ambitious, and motivated to achieve results. Organised with good attention to detail. Previous sales or customer service experience (desirable but not essential). What is on Offer Warm leads provided, plus the tools to develop your own client base. Competitive salary with uncapped commission potential. Career progression opportunities within a growing business. Supportive team culture with mentoring from experienced advisers. Free local parking How to Apply If you're newly qualified and ready to kickstart your career as a Mortgage Adviser - with the drive to sell protection packages that truly add value to clients' lives - we'd love to hear from you.
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum HLP is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so we are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As we are a non-sponsoring company, you must already have the right to work in the UK
Sep 05, 2025
Full time
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum HLP is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so we are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As we are a non-sponsoring company, you must already have the right to work in the UK
Sector SHE Lead (Meals) We drive our own success. Competitive salary Up to 20% bonus, Private Healthcare, MyBargains discount platform and more. Location - Meals London or Sutton Bridge Ways of working- Fully site based Monday - Friday 8.30am -5pm Permanent role Why join us? We're constantly evolving, progressing, and diversifying. And we want our people to do so too. For everyone to feel empowered, engaged and enabled. To create opportunities to move forward, climb higher and push for more. We believe in fueling ambition and guiding success. In supporting everyone with talent and drive to own what they do, realize their potential, and build a brilliant future for themselves at Bakkavor. What we do. This particular role is at our Bakkavor Meals site in Park Royal - West London. Split across 3 factories and 1 distribution centre. The factories make chilled ready meals, houmous dips, deli products & savoury accompaniments and employs over 2,000 people. About the role. To develop and implement a sector SHE strategy, aligned to the Group SHE strategy, in partnership with the sector leadership team. Act as a specialist adviser to the sector leadership and SHE teams to ensure that each business unit has a robust SHE plan to achieve compliance with all relevant SHE legislation and Group SHE standards. Site SHE plans should be aligned to the Sector/Group SHE strategy. Establish a high engagement SHE culture where colleagues take responsibility for their own health and safety at work as well as the health and safety of their colleagues. Actively contributes to the delivery of the Group SHE strategy as a member of the SHE Forum . Accountabilities: SHE strategy: Develop a Sector SHE strategy that promotes health, safety and environmental best practice, factoring in business requirements and alignment with the Group SHE Strategy. Operational SHE Standards: As a SHE leader, contribute to the design of SHE standards for the Group and lead the operational implementation of these at sector level. Develop and recommend policies, standards, procedures and systems to ensure compliance with Bakkavor SHE standards and legislative requirements. Legal compliance: Monitor, evaluate and review existing, new and upcoming health and safety legislation to ensure sector wide compliance with all relevant legal requirements. Root cause analysis: Evaluate accident and incident investigation reports to ensure that root causes have been identified and corrective actions implemented to eliminate or mitigate future occurrence. Ensure that key learnings are shared within UK operational business units. Continuous improvement : Work proactively with Operational leadership teams to establish and maintain a programme of continuous improvement in the management of health, safety and the environment across the sector. SHE Governance audits: Conducts periodical audits including key risks, risk assessments, safe systems of work and incident management systems in conjunction with the Operational leadership team. Ensure that action plans with SMART objectives are established to address any issues that are identified. SHE professional development: Partner with Operational leaders to coach and develop SHE professionals, ensuring that each SHE professional has a robust personal development plan in place. About you. NEBOSH LEVEL 6 Diploma in Occupational Safety and Health, NEBOSH Diploma in Environmental Management or equivalent. Experience within FMCG, food manufacturing or a similar industry Experience interacting with enforcement bodies and authorities Ability to influence key stakeholders at all levels in the organisation Proven change management experience The ability to present information coherently, accurately, and persuasively What you'll receive. As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. Life Assurance (2.5 x salary) Private medical insurance (employee & family cover) £8,400 p/a Car allowance Annual Bonus Scheme 25 days holiday plus 8 bank holidays as standard (may vary by role) Staff Shop Stakeholder Pension Scheme Discount & cashback platform Personal Accident Insurance Free health check Employee Assistance Programme A range of voluntary benefits (holiday purchase scheme, additional life assurance, dental & hospital cash plans) Salary sacrifice car lease scheme Free independent mortgage advice Discounted tutoring for children Access to financial learning tools and affordable loans via your salary Free car parking - Site dependant Proud to be Bakkavor. We're proud to be the market leader in the UK fresh prepared food industry. We're proud to supply meals, salads, desserts, pizza and bread to leading grocery retailers including Tesco, M&S, Sainsbury's and Waitrose. We're driven by the hard work and passion of our people and are delighted to offer a wide range of careers across our business - come and join our dedicated Bakkavor team! Find out more and apply.
Sep 04, 2025
Full time
Sector SHE Lead (Meals) We drive our own success. Competitive salary Up to 20% bonus, Private Healthcare, MyBargains discount platform and more. Location - Meals London or Sutton Bridge Ways of working- Fully site based Monday - Friday 8.30am -5pm Permanent role Why join us? We're constantly evolving, progressing, and diversifying. And we want our people to do so too. For everyone to feel empowered, engaged and enabled. To create opportunities to move forward, climb higher and push for more. We believe in fueling ambition and guiding success. In supporting everyone with talent and drive to own what they do, realize their potential, and build a brilliant future for themselves at Bakkavor. What we do. This particular role is at our Bakkavor Meals site in Park Royal - West London. Split across 3 factories and 1 distribution centre. The factories make chilled ready meals, houmous dips, deli products & savoury accompaniments and employs over 2,000 people. About the role. To develop and implement a sector SHE strategy, aligned to the Group SHE strategy, in partnership with the sector leadership team. Act as a specialist adviser to the sector leadership and SHE teams to ensure that each business unit has a robust SHE plan to achieve compliance with all relevant SHE legislation and Group SHE standards. Site SHE plans should be aligned to the Sector/Group SHE strategy. Establish a high engagement SHE culture where colleagues take responsibility for their own health and safety at work as well as the health and safety of their colleagues. Actively contributes to the delivery of the Group SHE strategy as a member of the SHE Forum . Accountabilities: SHE strategy: Develop a Sector SHE strategy that promotes health, safety and environmental best practice, factoring in business requirements and alignment with the Group SHE Strategy. Operational SHE Standards: As a SHE leader, contribute to the design of SHE standards for the Group and lead the operational implementation of these at sector level. Develop and recommend policies, standards, procedures and systems to ensure compliance with Bakkavor SHE standards and legislative requirements. Legal compliance: Monitor, evaluate and review existing, new and upcoming health and safety legislation to ensure sector wide compliance with all relevant legal requirements. Root cause analysis: Evaluate accident and incident investigation reports to ensure that root causes have been identified and corrective actions implemented to eliminate or mitigate future occurrence. Ensure that key learnings are shared within UK operational business units. Continuous improvement : Work proactively with Operational leadership teams to establish and maintain a programme of continuous improvement in the management of health, safety and the environment across the sector. SHE Governance audits: Conducts periodical audits including key risks, risk assessments, safe systems of work and incident management systems in conjunction with the Operational leadership team. Ensure that action plans with SMART objectives are established to address any issues that are identified. SHE professional development: Partner with Operational leaders to coach and develop SHE professionals, ensuring that each SHE professional has a robust personal development plan in place. About you. NEBOSH LEVEL 6 Diploma in Occupational Safety and Health, NEBOSH Diploma in Environmental Management or equivalent. Experience within FMCG, food manufacturing or a similar industry Experience interacting with enforcement bodies and authorities Ability to influence key stakeholders at all levels in the organisation Proven change management experience The ability to present information coherently, accurately, and persuasively What you'll receive. As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. Life Assurance (2.5 x salary) Private medical insurance (employee & family cover) £8,400 p/a Car allowance Annual Bonus Scheme 25 days holiday plus 8 bank holidays as standard (may vary by role) Staff Shop Stakeholder Pension Scheme Discount & cashback platform Personal Accident Insurance Free health check Employee Assistance Programme A range of voluntary benefits (holiday purchase scheme, additional life assurance, dental & hospital cash plans) Salary sacrifice car lease scheme Free independent mortgage advice Discounted tutoring for children Access to financial learning tools and affordable loans via your salary Free car parking - Site dependant Proud to be Bakkavor. We're proud to be the market leader in the UK fresh prepared food industry. We're proud to supply meals, salads, desserts, pizza and bread to leading grocery retailers including Tesco, M&S, Sainsbury's and Waitrose. We're driven by the hard work and passion of our people and are delighted to offer a wide range of careers across our business - come and join our dedicated Bakkavor team! Find out more and apply.
Training & Competence Manager Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered Salary: 45,000 - 55,000 + bonus + benefits Reporting to: Regional Manager Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth? Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network. This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty. Key Responsibilities: Design and deliver training programmes across on boarding, CPD, sales process, and advice quality Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks Lead regulatory training including Consumer Duty, vulnerable clients, and file quality Oversee adviser on-boarding and integration with operational and compliance functions Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards Criteria Proven experience in adviser supervision, training, or T&C management in financial services Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus) Excellent communication, coaching, and facilitation skills Level 4 diploma (with knowledge across mortgage, protection, and wealth advice) Tech-savvy with a detail-oriented approach to MI and reporting This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate. Please send CV via the apply link to Colleen Farquharson Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 03, 2025
Full time
Training & Competence Manager Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered Salary: 45,000 - 55,000 + bonus + benefits Reporting to: Regional Manager Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth? Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network. This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty. Key Responsibilities: Design and deliver training programmes across on boarding, CPD, sales process, and advice quality Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks Lead regulatory training including Consumer Duty, vulnerable clients, and file quality Oversee adviser on-boarding and integration with operational and compliance functions Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards Criteria Proven experience in adviser supervision, training, or T&C management in financial services Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus) Excellent communication, coaching, and facilitation skills Level 4 diploma (with knowledge across mortgage, protection, and wealth advice) Tech-savvy with a detail-oriented approach to MI and reporting This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate. Please send CV via the apply link to Colleen Farquharson Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Mortgage & Protection Administrator Location: Newport Salary: Up to £27,000 Duration: Permanent, Full time or Part Time Are you an organised and detail-oriented administrator with experience in financial services? We are looking for a Mortgage & Protection Administrator to join a growing IFA in Loughborough. About the Role As a Mortgage & Protection Administrator, you will provide essential administrative support to mortgage and protection advisers, ensuring a smooth and efficient process for clients. You will be responsible for: Processing mortgage and protection applications - usually all online Managing those applications, liaising / chasing providers Updating and maintaining client records in our back-office system and paper files. Liaising with mortgage and protection adviser Help in research / obtaining quotes Assisting with client reports and suitability letters Subject to workload helping out in other admin tasks to support the wider team Office duties, phone, maybe greeting clients, participating in the team tea rounds What We Offer Salary up to £27,000 Part time flexible working hours available Competitive benefits package Growth potential to move into Pension and Investment Administration If you are interested in the Mortgage & Protection Administrator position then please apply now. If suitable one of our consultants will be in touch with you within 24 hours! Mortgage & Protection Administrator, IFA, Mortgages, Insurance, wealth Management, Financial Planning, Financial Services
Sep 03, 2025
Full time
Mortgage & Protection Administrator Location: Newport Salary: Up to £27,000 Duration: Permanent, Full time or Part Time Are you an organised and detail-oriented administrator with experience in financial services? We are looking for a Mortgage & Protection Administrator to join a growing IFA in Loughborough. About the Role As a Mortgage & Protection Administrator, you will provide essential administrative support to mortgage and protection advisers, ensuring a smooth and efficient process for clients. You will be responsible for: Processing mortgage and protection applications - usually all online Managing those applications, liaising / chasing providers Updating and maintaining client records in our back-office system and paper files. Liaising with mortgage and protection adviser Help in research / obtaining quotes Assisting with client reports and suitability letters Subject to workload helping out in other admin tasks to support the wider team Office duties, phone, maybe greeting clients, participating in the team tea rounds What We Offer Salary up to £27,000 Part time flexible working hours available Competitive benefits package Growth potential to move into Pension and Investment Administration If you are interested in the Mortgage & Protection Administrator position then please apply now. If suitable one of our consultants will be in touch with you within 24 hours! Mortgage & Protection Administrator, IFA, Mortgages, Insurance, wealth Management, Financial Planning, Financial Services
Our client is a long established FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients. They provide expert, unbiased advice across pensions, investments, estate planning, inheritance tax and mortgages drawing on a broad range of market leading solutions to meet their client s needs. Excitingly, our client now seeks a driven and client focused Mortgage & Protection Adviser to join their growing team. This is an excellent opportunity for someone who is ambitious, motivated and wants to develop a long-term career within a supportive, professional environment. Company Values The business is built on client centricity and the way they work collaboratively with each other. As a Mortgage & Protection Adviser, you will be expected to embody their values in everything you do. Nurturing Relationships Building trust and developing long-term partnerships with clients and colleagues. Navigating Futures Providing clarity and confidence to clients in making important financial decisions. Client-Centred Excellence Striving for the highest professional standards and delivering outstanding service. Thriving Together Working collaboratively as part of a supportive, ambitious team. Role Overview As a Mortgage & Protection Adviser, you will be responsible for delivering high quality mortgage and protection advice to both new and existing clients. You will work closely with a well-established Mortgage Support Team to ensure applications are processed efficiently, while focusing on providing a first class client experience and achieving business targets. Key Responsibilities Provide regulated mortgage and protection advice in line with FCA requirements. Build strong relationships with clients, understanding their needs and recommending suitable solutions. Maintain up-to-date knowledge of mortgage products, lender criteria and protection offerings. Work with the in-house Mortgage Support Team to ensure applications are submitted accurately and efficiently. Proactively manage your client pipeline and deliver against agreed business targets. The majority of opportunities will come from referrals passed on by the wealth advisers and from direct client enquiries. Ensure full compliance with company processes, including file quality and documentation. Deliver a high level of service to ensure excellent client outcomes and long-term relationships. Skills & Experience CeMAP or equivalent qualified is essential. At least 3 years experience as a Mortgage & Protection Adviser (network or directly authorised environment). Strong knowledge of residential, buy-to-let and protection markets. Client-focused approach with excellent interpersonal and communication skills. Ability to manage workload effectively and work to deadlines. Strong organisational skills with attention to detail. Commercially minded with the ability to identify and maximise business opportunities. What s on Offer Employed/Competitive basic salary and uncapped overall total earnings Consistent in-house leads/referrals Supportive admin infrastructure with dedicated mortgage support staff Professional development opportunities within a Chartered firm Collaborative, team-focused culture Our client is looking to hire a high calibre, mortgage advising professional with a demonstrated track record in the industry. In return, you ll be joining a respected, renowned and prestigious Chartered Financial Planning practice with an enviable reputation in the Leicestershire area. Please apply to us here at Recruit Wealth for an immediate response.
Sep 02, 2025
Full time
Our client is a long established FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients. They provide expert, unbiased advice across pensions, investments, estate planning, inheritance tax and mortgages drawing on a broad range of market leading solutions to meet their client s needs. Excitingly, our client now seeks a driven and client focused Mortgage & Protection Adviser to join their growing team. This is an excellent opportunity for someone who is ambitious, motivated and wants to develop a long-term career within a supportive, professional environment. Company Values The business is built on client centricity and the way they work collaboratively with each other. As a Mortgage & Protection Adviser, you will be expected to embody their values in everything you do. Nurturing Relationships Building trust and developing long-term partnerships with clients and colleagues. Navigating Futures Providing clarity and confidence to clients in making important financial decisions. Client-Centred Excellence Striving for the highest professional standards and delivering outstanding service. Thriving Together Working collaboratively as part of a supportive, ambitious team. Role Overview As a Mortgage & Protection Adviser, you will be responsible for delivering high quality mortgage and protection advice to both new and existing clients. You will work closely with a well-established Mortgage Support Team to ensure applications are processed efficiently, while focusing on providing a first class client experience and achieving business targets. Key Responsibilities Provide regulated mortgage and protection advice in line with FCA requirements. Build strong relationships with clients, understanding their needs and recommending suitable solutions. Maintain up-to-date knowledge of mortgage products, lender criteria and protection offerings. Work with the in-house Mortgage Support Team to ensure applications are submitted accurately and efficiently. Proactively manage your client pipeline and deliver against agreed business targets. The majority of opportunities will come from referrals passed on by the wealth advisers and from direct client enquiries. Ensure full compliance with company processes, including file quality and documentation. Deliver a high level of service to ensure excellent client outcomes and long-term relationships. Skills & Experience CeMAP or equivalent qualified is essential. At least 3 years experience as a Mortgage & Protection Adviser (network or directly authorised environment). Strong knowledge of residential, buy-to-let and protection markets. Client-focused approach with excellent interpersonal and communication skills. Ability to manage workload effectively and work to deadlines. Strong organisational skills with attention to detail. Commercially minded with the ability to identify and maximise business opportunities. What s on Offer Employed/Competitive basic salary and uncapped overall total earnings Consistent in-house leads/referrals Supportive admin infrastructure with dedicated mortgage support staff Professional development opportunities within a Chartered firm Collaborative, team-focused culture Our client is looking to hire a high calibre, mortgage advising professional with a demonstrated track record in the industry. In return, you ll be joining a respected, renowned and prestigious Chartered Financial Planning practice with an enviable reputation in the Leicestershire area. Please apply to us here at Recruit Wealth for an immediate response.
Clarion Housing Group Limited
Cambridge, Cambridgeshire
Location: Principally the Cambridge area - covering sites at Marleigh Park and Springstead Village, plus Attleborough in Norfolk Salary: £33,592 - £41,990 per annum plus the potential to earn up to 35% commission Hours: 36 per week, including weekends (with days off in lieu) Contract Type: Permanent Are you passionate about property sales and delivering an exceptional customer experience? Join our dynamic Sales team at Latimer and play a key role in driving success across our developments. We're looking for a confident and motivated New Homes Sales Executive to join our team at Latimer, part of the Clarion Housing Group. You'll be responsible for managing the full sales process across multiple residential developments, from first enquiry through to completion. In this customer-facing role, you'll be the primary contact for buyers, guiding them through their purchasing journey and promoting our homes and services, including those offered by our partner mortgage brokers and solicitors. We're looking for someone capable of achieving high-volume sales of newly built Shared Ownership homes. You'll negotiate sales to secure the best outcomes for the business while consistently delivering a high level of customer service. You'll need to bring experience in property sales, with a strong understanding of Shared Ownership. You'll have excellent communication skills, a professional and personable approach, and the ability to work well both independently and as part of a team. You should also be confident working with external partners such as solicitors, agents, and financial advisers, and be motivated to meet and exceed your sales targets. This is a great opportunity to play a key role in delivering high-quality, affordable homes and to build your career with one of the UK's leading housing developers. Our sales sites are open 7 days a week from 10am-5:30pm, and you'll be required to work weekends as part of your five-day working week. Time off in lieu will be provided for weekend work. If this sounds like an opportunity for you, please take a look at the full role profile for more information. At Clarion Housing Group, we support the responsible use of AI. Closing Date: Thursday 11th September 2025 at midnight. Applicants must be able to regularly travel across the region to sites in Cambridge and Attleborough. This post is subject to a Standard Criminal Record Check. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment. This vacancy may close without notice. Diversity and Inclusion We want Clarion to be a workplace where everyone feels valued, can be themselves and know they can reach their full potential. We embrace and celebrate our differences through various initiatives and support colleagues through a number of staff networks. We're committed to building a strong, diverse workforce and making Clarion an inclusive place to work.
Sep 02, 2025
Full time
Location: Principally the Cambridge area - covering sites at Marleigh Park and Springstead Village, plus Attleborough in Norfolk Salary: £33,592 - £41,990 per annum plus the potential to earn up to 35% commission Hours: 36 per week, including weekends (with days off in lieu) Contract Type: Permanent Are you passionate about property sales and delivering an exceptional customer experience? Join our dynamic Sales team at Latimer and play a key role in driving success across our developments. We're looking for a confident and motivated New Homes Sales Executive to join our team at Latimer, part of the Clarion Housing Group. You'll be responsible for managing the full sales process across multiple residential developments, from first enquiry through to completion. In this customer-facing role, you'll be the primary contact for buyers, guiding them through their purchasing journey and promoting our homes and services, including those offered by our partner mortgage brokers and solicitors. We're looking for someone capable of achieving high-volume sales of newly built Shared Ownership homes. You'll negotiate sales to secure the best outcomes for the business while consistently delivering a high level of customer service. You'll need to bring experience in property sales, with a strong understanding of Shared Ownership. You'll have excellent communication skills, a professional and personable approach, and the ability to work well both independently and as part of a team. You should also be confident working with external partners such as solicitors, agents, and financial advisers, and be motivated to meet and exceed your sales targets. This is a great opportunity to play a key role in delivering high-quality, affordable homes and to build your career with one of the UK's leading housing developers. Our sales sites are open 7 days a week from 10am-5:30pm, and you'll be required to work weekends as part of your five-day working week. Time off in lieu will be provided for weekend work. If this sounds like an opportunity for you, please take a look at the full role profile for more information. At Clarion Housing Group, we support the responsible use of AI. Closing Date: Thursday 11th September 2025 at midnight. Applicants must be able to regularly travel across the region to sites in Cambridge and Attleborough. This post is subject to a Standard Criminal Record Check. You must be eligible to work in the UK to apply for this vacancy; Clarion are not able to offer visa sponsorship. You are required to reside in England or Wales for the duration of your employment. This vacancy may close without notice. Diversity and Inclusion We want Clarion to be a workplace where everyone feels valued, can be themselves and know they can reach their full potential. We embrace and celebrate our differences through various initiatives and support colleagues through a number of staff networks. We're committed to building a strong, diverse workforce and making Clarion an inclusive place to work.
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Sep 01, 2025
Full time
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to 35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Mortgage Advisor - The Package: Basic salary between £25,000 - £35,000 OTE of £80,000 - £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support - from appointment to completion High volume of quality leads - no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that's building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisors If you're driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you'll feel right at home here You'll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you'll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We're after someone who's experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you're ready to step into a well-supported, well-paid, high-lead environment where you can do what you're great at - and grow while doing it - we'd love to hear from you 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.
Sep 01, 2025
Full time
Mortgage Advisor - The Package: Basic salary between £25,000 - £35,000 OTE of £80,000 - £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support - from appointment to completion High volume of quality leads - no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that's building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisors If you're driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you'll feel right at home here You'll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you'll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We're after someone who's experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you're ready to step into a well-supported, well-paid, high-lead environment where you can do what you're great at - and grow while doing it - we'd love to hear from you 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.
Paraplanner £35,000 Hertfordshire Monday - Friday 09:00-17:30 Are you an experienced Paraplanner with a strong background in mortgages and a passion for delivering high-quality support to financial advisers? Join a dynamic and growing team, where your skills will make a real impact. Our client offers an amazing work environment with an abundance of benefits (free breakfast, lunch and much much more!). Your Role: As a Paraplanner with mortgage experience, you will play a pivotal role in supporting our advisers by preparing high-quality reports and recommendations, with a particular focus on mortgage and protection solutions. Key Responsibilities: Prepare detailed financial reports and suitability letters, particularly for mortgage and protection cases Conduct research and analysis to support product recommendations Ensure documentation and compliance standards are met Liaise with lenders, providers, and clients to progress applications smoothly Keep up to date with market developments, regulation, and product offerings Support advisers with client meetings when required What We're Looking For: Proven experience as a paraplanner or in a similar role within financial services In-depth knowledge of the UK mortgage market and protection products Level 4 Diploma in Financial Planning (or working towards) desirable CeMAP or equivalent mortgage qualification Strong attention to detail, excellent written and verbal communication skills Ability to manage multiple cases and deadlines efficiently Team player with a proactive and positive attitude If this is what you're looking for, please apply today! Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment wishes you the best of luck in your job search. Nouvo Recruitment Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
Sep 01, 2025
Full time
Paraplanner £35,000 Hertfordshire Monday - Friday 09:00-17:30 Are you an experienced Paraplanner with a strong background in mortgages and a passion for delivering high-quality support to financial advisers? Join a dynamic and growing team, where your skills will make a real impact. Our client offers an amazing work environment with an abundance of benefits (free breakfast, lunch and much much more!). Your Role: As a Paraplanner with mortgage experience, you will play a pivotal role in supporting our advisers by preparing high-quality reports and recommendations, with a particular focus on mortgage and protection solutions. Key Responsibilities: Prepare detailed financial reports and suitability letters, particularly for mortgage and protection cases Conduct research and analysis to support product recommendations Ensure documentation and compliance standards are met Liaise with lenders, providers, and clients to progress applications smoothly Keep up to date with market developments, regulation, and product offerings Support advisers with client meetings when required What We're Looking For: Proven experience as a paraplanner or in a similar role within financial services In-depth knowledge of the UK mortgage market and protection products Level 4 Diploma in Financial Planning (or working towards) desirable CeMAP or equivalent mortgage qualification Strong attention to detail, excellent written and verbal communication skills Ability to manage multiple cases and deadlines efficiently Team player with a proactive and positive attitude If this is what you're looking for, please apply today! Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However please keep checking our website as new roles will be updated daily, Nouvo Recruitment wishes you the best of luck in your job search. Nouvo Recruitment Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
Mortgage Adviser £30,000 - £37,000 basic plus uncapped commission and benefits (employed role) East Anglia region, working remotely About the Role The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a quality focused Mortgage and Protection Adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administrative support from the local office. The benefits Salary - £30,000 - £40,000 basic salary (dependent on experience) Uncapped commission, at an extremely generous rate Death in Service Benefit Pension Scheme Critical illness cover Your responsibilities will include: Providing quality advice on all Mortgage and Protection needs, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region. You will be responsible for managing client enquiries and the advice process end-to-end. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products. Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals. Generate new business by developing introducer relationships. What will you need to succeed? This opportunity will suit a pro-active Mortgage and Protection Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network. We can consider applications from existing Mortgage Advisers across all experience levels. You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme. You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needs You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations. You will be supported by administration team who will help you to grow your client base and meet your development goals. You will be part of a business who are an Appointed Representative 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. If you are a qualified, experienced Mortgage and Protection Adviser, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Sep 01, 2025
Full time
Mortgage Adviser £30,000 - £37,000 basic plus uncapped commission and benefits (employed role) East Anglia region, working remotely About the Role The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a quality focused Mortgage and Protection Adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administrative support from the local office. The benefits Salary - £30,000 - £40,000 basic salary (dependent on experience) Uncapped commission, at an extremely generous rate Death in Service Benefit Pension Scheme Critical illness cover Your responsibilities will include: Providing quality advice on all Mortgage and Protection needs, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region. You will be responsible for managing client enquiries and the advice process end-to-end. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products. Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals. Generate new business by developing introducer relationships. What will you need to succeed? This opportunity will suit a pro-active Mortgage and Protection Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network. We can consider applications from existing Mortgage Advisers across all experience levels. You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme. You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needs You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations. You will be supported by administration team who will help you to grow your client base and meet your development goals. You will be part of a business who are an Appointed Representative 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. If you are a qualified, experienced Mortgage and Protection Adviser, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Mortgage Adviser or Protection Adviser or Equity Release Advisers Remote - anywhere in UK OTE - £80,000 - £120,000+ A genuinely exciting opportunity for Equity Release Advisers, Mortgage and or Protection Advisers with a Directly Authorised Mortgage and Protection business. You can be based anywhere in the UK. This is a home based / remote position and you will be given everything you need to be successful including training, software and on going support, which includes marketing and business development and excellent introducer options. There is comprehensive training options available in Willis & Trusts, Commercial Lending, Business Protection and in particular Lead Generation and Business Development with a well known Industry Leading Specialist Previous experience as a Mortgage Adviser, Protection Adviser or Equity Release Adviser is essential, but they will consider advisers who are returning to the sector and aren't currently CAS. However this opportunity would really suit an Adviser who is looking to move their career to the next stage, increase their earnings and generate new business opportunities. You will benefit from the support of the management and full administration teams and on going training. For more information on this exciting opportunity please send your CV to Douglas McDougall
Sep 01, 2025
Full time
Mortgage Adviser or Protection Adviser or Equity Release Advisers Remote - anywhere in UK OTE - £80,000 - £120,000+ A genuinely exciting opportunity for Equity Release Advisers, Mortgage and or Protection Advisers with a Directly Authorised Mortgage and Protection business. You can be based anywhere in the UK. This is a home based / remote position and you will be given everything you need to be successful including training, software and on going support, which includes marketing and business development and excellent introducer options. There is comprehensive training options available in Willis & Trusts, Commercial Lending, Business Protection and in particular Lead Generation and Business Development with a well known Industry Leading Specialist Previous experience as a Mortgage Adviser, Protection Adviser or Equity Release Adviser is essential, but they will consider advisers who are returning to the sector and aren't currently CAS. However this opportunity would really suit an Adviser who is looking to move their career to the next stage, increase their earnings and generate new business opportunities. You will benefit from the support of the management and full administration teams and on going training. For more information on this exciting opportunity please send your CV to Douglas McDougall
Trainee or Experienced Mortgage & Protection Adviser Wolverhampton £25,000 - £30,000 Salary + Bonuses - Realistic OTE £40,000+ in your first year ( £50,000pa there after) An award winning Mortgage And Insurance Broker with offices in Wolverhampton and Portsmouth and Halifax has an exciting opportunity for a Trainee Mortgage and or Protection Adviser. The firm is expanding its Advice team at its Wolverhampton offices and is looking for trainee mortgage and or protection advisers as part of this expansion. Previous experience in Banking, Sales, Customer Services or Hospitality and also possessing CeMAP would be advantageous, but not essential. You will benefit from the support of the management and administration teams and on going training. You will end up with the industry recognised Mortgage Advice qualifications. In return you will receive a salary of £25,000 plus bonuses and benefits package which add up to a very realistic first year On Target Income of £40,000+, which will rise to £50,000 in your second year. For more information on this position please forward your CV to Douglas McDougall.
Sep 01, 2025
Full time
Trainee or Experienced Mortgage & Protection Adviser Wolverhampton £25,000 - £30,000 Salary + Bonuses - Realistic OTE £40,000+ in your first year ( £50,000pa there after) An award winning Mortgage And Insurance Broker with offices in Wolverhampton and Portsmouth and Halifax has an exciting opportunity for a Trainee Mortgage and or Protection Adviser. The firm is expanding its Advice team at its Wolverhampton offices and is looking for trainee mortgage and or protection advisers as part of this expansion. Previous experience in Banking, Sales, Customer Services or Hospitality and also possessing CeMAP would be advantageous, but not essential. You will benefit from the support of the management and administration teams and on going training. You will end up with the industry recognised Mortgage Advice qualifications. In return you will receive a salary of £25,000 plus bonuses and benefits package which add up to a very realistic first year On Target Income of £40,000+, which will rise to £50,000 in your second year. For more information on this position please forward your CV to Douglas McDougall.
Mortgage and Protection Adviser £30,000 - £35,000 basic plus bonus and benefits (employed role). Uncapped OTE circa £50,000 - £60,000 in year one Heywood, North West England Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential? This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you'll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider both experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE. If you are a talented and passionate Mortgage and Protection Adviser who puts the clients' needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! You will be responsible for managing client enquiries and overseeing the advice process end to end Building and nourishing relationships with clients who really value quality service Proactively working with an existing client bank to review mortgage and protection needs Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity Analyse information and make recommendations best suited to individual clients' requirements Review and respond to clients changing needs and financial circumstances, maintaining regular client contact. Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products. Consistently developing your knowledge of the Openwork mortgage and protection proposition Keep up to date with financial legislation and participating in CPD If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.
Sep 01, 2025
Full time
Mortgage and Protection Adviser £30,000 - £35,000 basic plus bonus and benefits (employed role). Uncapped OTE circa £50,000 - £60,000 in year one Heywood, North West England Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential? This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you'll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider both experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE. If you are a talented and passionate Mortgage and Protection Adviser who puts the clients' needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! You will be responsible for managing client enquiries and overseeing the advice process end to end Building and nourishing relationships with clients who really value quality service Proactively working with an existing client bank to review mortgage and protection needs Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity Analyse information and make recommendations best suited to individual clients' requirements Review and respond to clients changing needs and financial circumstances, maintaining regular client contact. Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products. Consistently developing your knowledge of the Openwork mortgage and protection proposition Keep up to date with financial legislation and participating in CPD If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.
Mortgage Adviser Manchester £32,000 + Bonuses OTE £75,000 plus benefits An exciting opportunity for a Mortgage & Protection Adviser with a well known, award winning Mortgage Brokerage has arisen due to ongoing expansion. They are regular winners of the UK's most trusted mortgage broker. The role is based in Manchester and you will be advising new and existing clients on their mortgage options. They have exceptional lead generation and market leading sales support. You will benefit from the support of the management and administration team plus there is on going training. Due to the nature of this role and previous experience as a Mortgage Adviser is essential. This role would suit an experienced broker who is looking to take the next step in their career. An attractive salary and bonus structure is on offer giving a realistic On Target Income of £75,000, with some advisers earning significantly more. For more information on this position please forward your CV to Douglas McDougall.
Sep 01, 2025
Full time
Mortgage Adviser Manchester £32,000 + Bonuses OTE £75,000 plus benefits An exciting opportunity for a Mortgage & Protection Adviser with a well known, award winning Mortgage Brokerage has arisen due to ongoing expansion. They are regular winners of the UK's most trusted mortgage broker. The role is based in Manchester and you will be advising new and existing clients on their mortgage options. They have exceptional lead generation and market leading sales support. You will benefit from the support of the management and administration team plus there is on going training. Due to the nature of this role and previous experience as a Mortgage Adviser is essential. This role would suit an experienced broker who is looking to take the next step in their career. An attractive salary and bonus structure is on offer giving a realistic On Target Income of £75,000, with some advisers earning significantly more. For more information on this position please forward your CV to Douglas McDougall.
Mortgage Administrator Location: Leicestershire Salary: £25,000 - £30,000 Benefits Full-Time Permanent NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business, You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment. What's on Offer " Salary £25,000 - £30,000 " 25 days holiday bank holidays " Non-contributory pension scheme (after 3 months) " Death in service benefit (after probation) " Modern air-conditioned offices with kitchen, gym, and free secure parking Key Responsibilities " Provide full paraplanning and administrative support for mortgage and protection cases " Call qualified leads, arrange client meetings, and maintain adviser diaries " Liaise with advisers, lenders, and solicitors to progress applications " Prepare suitability reports for mortgages and protection " Conduct mortgage and protection research using Iress Tri-Gold and Exchange " Manage case files and ensure compliance with GDPR and FCA rules " Keep clients informed at every stage of their application What We're Looking For " Minimum 2 years' recent mortgage administration/paraplanning experience " CeMAP or CF6 qualification (minimum Level 3) " Excellent understanding of mortgage and protection processes from start to finish " Proficient in Microsoft Office and CRM systems (Adviser Office desirable) " Strong communication skills, attention to detail, and ability to work under pressure Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15983
Sep 01, 2025
Full time
Mortgage Administrator Location: Leicestershire Salary: £25,000 - £30,000 Benefits Full-Time Permanent NJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business, You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment. What's on Offer " Salary £25,000 - £30,000 " 25 days holiday bank holidays " Non-contributory pension scheme (after 3 months) " Death in service benefit (after probation) " Modern air-conditioned offices with kitchen, gym, and free secure parking Key Responsibilities " Provide full paraplanning and administrative support for mortgage and protection cases " Call qualified leads, arrange client meetings, and maintain adviser diaries " Liaise with advisers, lenders, and solicitors to progress applications " Prepare suitability reports for mortgages and protection " Conduct mortgage and protection research using Iress Tri-Gold and Exchange " Manage case files and ensure compliance with GDPR and FCA rules " Keep clients informed at every stage of their application What We're Looking For " Minimum 2 years' recent mortgage administration/paraplanning experience " CeMAP or CF6 qualification (minimum Level 3) " Excellent understanding of mortgage and protection processes from start to finish " Proficient in Microsoft Office and CRM systems (Adviser Office desirable) " Strong communication skills, attention to detail, and ability to work under pressure Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15983
Client Services Administrator - Prestigious UK Financial Services Brokerage London (Hybrid - SE1) £27,000 £4,000 bonus Excellent Career Progression We are proud to be representing one of the UK's most prestigious and respected specialist mortgage brokerages - a market leader with an outstanding reputation for excellence, culture, and career development. Due to internal promotion and business growth, they are now seeking an experienced, detail-oriented Client Services Administrator to join their high-performing Mortgage Concierge Department. This is an exceptional opportunity to work in a professional yet friendly environment, where you'll be part of a team that values collaboration, initiative, and personal growth. About the Company This award-winning brokerage partners with HR departments in global corporations - including leading banks, law firms, and blue-chip organisations - to deliver a bespoke financial wellbeing service to employees. They pride themselves on their client-first approach, professional expertise, and commitment to developing their people. The Role In this fast-paced and client-focused position, you'll play a pivotal role in ensuring enquiries are managed efficiently, data is handled accurately, and client journeys are seamless from start to finish. You will be responsible for working with clients, brokers and third parties in order to manage this process with a focus on optimum customer services. Key Responsibilities: Manage and process client appointments for third-party services quickly and accurately Input prospective leads into the database with complete attention to detail Respond to client enquiries in a professional and timely manner Record and monitor client feedback, escalating any issues as necessary Track adviser contact with clients and follow up on review dates and deadlines Provide occasional telephonist cover, making outbound client care calls with confidence About You: Minimum 2 years' experience in administration within a client services environment Proactive, trustworthy, and highly organised Strong computer skills and exceptional attention to detail A confident communicator with excellent written and verbal skills A strong team player who thrives in a collaborative environment What's on Offer: £27,000 per annum up to £4,000 discretionary quarterly bonus Hybrid working (3 days in stunning SE1 offices, 2 days from home) Monday-Thursday 9:00-17:30, Friday 9:00-17:00 Work for one of the most prestigious financial services brokerages in the UK A supportive, sociable team culture with genuine opportunities for career progression Be part of a company that values your ideas and encourages professional development If you're an experienced administrator with a passion for client service and you want to build a career with a market-leading financial services firm, we want to hear from you.
Sep 01, 2025
Full time
Client Services Administrator - Prestigious UK Financial Services Brokerage London (Hybrid - SE1) £27,000 £4,000 bonus Excellent Career Progression We are proud to be representing one of the UK's most prestigious and respected specialist mortgage brokerages - a market leader with an outstanding reputation for excellence, culture, and career development. Due to internal promotion and business growth, they are now seeking an experienced, detail-oriented Client Services Administrator to join their high-performing Mortgage Concierge Department. This is an exceptional opportunity to work in a professional yet friendly environment, where you'll be part of a team that values collaboration, initiative, and personal growth. About the Company This award-winning brokerage partners with HR departments in global corporations - including leading banks, law firms, and blue-chip organisations - to deliver a bespoke financial wellbeing service to employees. They pride themselves on their client-first approach, professional expertise, and commitment to developing their people. The Role In this fast-paced and client-focused position, you'll play a pivotal role in ensuring enquiries are managed efficiently, data is handled accurately, and client journeys are seamless from start to finish. You will be responsible for working with clients, brokers and third parties in order to manage this process with a focus on optimum customer services. Key Responsibilities: Manage and process client appointments for third-party services quickly and accurately Input prospective leads into the database with complete attention to detail Respond to client enquiries in a professional and timely manner Record and monitor client feedback, escalating any issues as necessary Track adviser contact with clients and follow up on review dates and deadlines Provide occasional telephonist cover, making outbound client care calls with confidence About You: Minimum 2 years' experience in administration within a client services environment Proactive, trustworthy, and highly organised Strong computer skills and exceptional attention to detail A confident communicator with excellent written and verbal skills A strong team player who thrives in a collaborative environment What's on Offer: £27,000 per annum up to £4,000 discretionary quarterly bonus Hybrid working (3 days in stunning SE1 offices, 2 days from home) Monday-Thursday 9:00-17:30, Friday 9:00-17:00 Work for one of the most prestigious financial services brokerages in the UK A supportive, sociable team culture with genuine opportunities for career progression Be part of a company that values your ideas and encourages professional development If you're an experienced administrator with a passion for client service and you want to build a career with a market-leading financial services firm, we want to hear from you.
The Role Approach Personnel are working in partnership with a 5 developer, who have an envious reputation for quality and staff satisfaction to recruit a passionate Sales Advisor candidate on a brand new site. The purpose of the role is to ensure sales targets are met through negotiation and selling of plots ensuring all aspects of the sale are in conformity with the standards as set by the New Homes Quality Code. Day to Day: Manage the sales activities for allocated developments, including lead management, customer appointments, reservations, sales transactions, legal completions and the sale of finishing touches, to ensure achievement of sales targets. Manage communication and administration associated with sales transactions, including liaising with Solicitors, Estate Agents and New Homes Mortgage Advisers to ensure exchange takes place in 42 days, required documentation is provided and the home sale is audit compliant. Update and maintain the Customer Relationship Management (CRM) system to log the customer journey and facilitate timely and accurate management information. Communicate with customers to ensure the pre-move and after-sales pledge is adhered to, enhancing the customer experience Work cohesively with other departments across the Operating Company such as Construction, Commercial and Legal to ensure achievement of completion targets and timely updates relating to plot progress. Maintain the customer hub and show homes on the development in line with brand and company standards. Comply with the Group Health, Safety and Environment Policy and ensure compliance of prospective buyers during site visits and pre-sale and new home demonstrations to minimise incidents and accidents. About You Excellent communication skills, both written and verbal A good understanding of Microsoft Package, including Excel and Word Experience within a similar role in new homes sales/estate agency or delivering sales in a service environment is advantageous Commercially astute with a good understanding of the market and competitors Able to build relationships across functions, internally and externally Full UK Driving License is required This vacancy is being advertised on behalf of Approach Personnel Ltd that is operating as an employment business. We recruit temporary to permanent labour surrounding the UK.
Sep 01, 2025
Full time
The Role Approach Personnel are working in partnership with a 5 developer, who have an envious reputation for quality and staff satisfaction to recruit a passionate Sales Advisor candidate on a brand new site. The purpose of the role is to ensure sales targets are met through negotiation and selling of plots ensuring all aspects of the sale are in conformity with the standards as set by the New Homes Quality Code. Day to Day: Manage the sales activities for allocated developments, including lead management, customer appointments, reservations, sales transactions, legal completions and the sale of finishing touches, to ensure achievement of sales targets. Manage communication and administration associated with sales transactions, including liaising with Solicitors, Estate Agents and New Homes Mortgage Advisers to ensure exchange takes place in 42 days, required documentation is provided and the home sale is audit compliant. Update and maintain the Customer Relationship Management (CRM) system to log the customer journey and facilitate timely and accurate management information. Communicate with customers to ensure the pre-move and after-sales pledge is adhered to, enhancing the customer experience Work cohesively with other departments across the Operating Company such as Construction, Commercial and Legal to ensure achievement of completion targets and timely updates relating to plot progress. Maintain the customer hub and show homes on the development in line with brand and company standards. Comply with the Group Health, Safety and Environment Policy and ensure compliance of prospective buyers during site visits and pre-sale and new home demonstrations to minimise incidents and accidents. About You Excellent communication skills, both written and verbal A good understanding of Microsoft Package, including Excel and Word Experience within a similar role in new homes sales/estate agency or delivering sales in a service environment is advantageous Commercially astute with a good understanding of the market and competitors Able to build relationships across functions, internally and externally Full UK Driving License is required This vacancy is being advertised on behalf of Approach Personnel Ltd that is operating as an employment business. We recruit temporary to permanent labour surrounding the UK.
What you need to bring to the table as a Regional Mortgage Adviser CeMAP qualification or industry equivalent with a minimum of 2 years Mortgage Broker experience Proven track record of success and knowledge within Financial Services, specialising in mortgage and protection advice within an Estate Agency setting Excellent understanding of your local market movement, activities and competitors A reputation for delivering outstanding customer service Enthusiasm to learn and continuously develop your knowledge and skills Passionate about Just Mortgages, our values and processes A hunger to earn. A drive to work hard and reap the rewards from your dedication As an experienced Regional Mortgage Adviser, we would expect you to; be able to self-generate and maintain your own client relationships and business, maximise on community opportunities and thrive within a challenging yet stimulating environment What's on offer to you Basic annual salary £22,000 - £28,000 depending on your experience + guaranteed monthly amount whilst you build your pipeline for up to 6 months Uncapped commission scheme Mortgages Protection sold Legal sign ups Refer a landlord Land and New Homes referral and sale Homebuyer report referrals A Company Car on your 1st day or £250 monthly car allowance Company laptop provided with use of industry leading mortgage software Joining the appointed representative of Openwork, accessing a panel of over 50 lenders Dedicated training and coaching to support your ongoing development from your Divisional Sales Director and business support functions; Training Team, Compliance, Admin Department and in-branch team A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you progress to the next level Are you good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Wanting, no, needing , to do an excellent job, not just for you. The WIN! WIN! WIN! for you, the team, but most importantly your customer The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full CeMAP qualification or industry equivalent Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Drivers Licence Check Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Sep 01, 2025
Full time
What you need to bring to the table as a Regional Mortgage Adviser CeMAP qualification or industry equivalent with a minimum of 2 years Mortgage Broker experience Proven track record of success and knowledge within Financial Services, specialising in mortgage and protection advice within an Estate Agency setting Excellent understanding of your local market movement, activities and competitors A reputation for delivering outstanding customer service Enthusiasm to learn and continuously develop your knowledge and skills Passionate about Just Mortgages, our values and processes A hunger to earn. A drive to work hard and reap the rewards from your dedication As an experienced Regional Mortgage Adviser, we would expect you to; be able to self-generate and maintain your own client relationships and business, maximise on community opportunities and thrive within a challenging yet stimulating environment What's on offer to you Basic annual salary £22,000 - £28,000 depending on your experience + guaranteed monthly amount whilst you build your pipeline for up to 6 months Uncapped commission scheme Mortgages Protection sold Legal sign ups Refer a landlord Land and New Homes referral and sale Homebuyer report referrals A Company Car on your 1st day or £250 monthly car allowance Company laptop provided with use of industry leading mortgage software Joining the appointed representative of Openwork, accessing a panel of over 50 lenders Dedicated training and coaching to support your ongoing development from your Divisional Sales Director and business support functions; Training Team, Compliance, Admin Department and in-branch team A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you progress to the next level Are you good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Wanting, no, needing , to do an excellent job, not just for you. The WIN! WIN! WIN! for you, the team, but most importantly your customer The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full CeMAP qualification or industry equivalent Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Drivers Licence Check Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
The Openwork Partnership
Milton Keynes, Buckinghamshire
Experienced Financial Adviser - Client bank supplied - OTE £120k (No cap) About the Firm A successful financial planning company based in Milton Keynes, with an expanding team of experienced Financial Advisers. They provide comprehensive financial planning and investment advice to individuals, families, and business owners throughout the country. Their approach integrates all aspects of our clients' financial lives, including investment management, retirement planning, estate planning, mortgage, protection, and legacy planning. About the Role You will provide holistic financial planning and wealth management advice, tailored to each client's unique needs and life goals. You will deliver a cohesive and highly personalised service that prioritises clients' long-term financial wellbeing. I am seeking an established Wealth Financial Adviser to join the existing dynamic and values-driven team. This is a key client-facing role for a professional who is both technically skilled and relationship-oriented. The individual they are looking to appoint must have experience dealing with a wide variety of clients and have a personable approach. Personal attributes are important; you should be self-motivated but also able to work as part of a wider team. You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives. The benefits (Further earning details supplied on application) Competitive base salary of £50,000 Existing client bank with ongoing fee structure - OTE £120,000 (No cap) Full administrative and paraplanning support. Support towards Chartered or Fellowship status. Opportunity to work with a leading local firm, within a respected network in holistic financial planning. Discretionary benefits, pension contributions, and flexible/hybrid working arrangements. A supportive, collaborative high-performance work environment. Ongoing opportunities for training and professional development. Regular company social events Free parking, onsite café Key Responsibilities: Deliver tailored advice on investments, pensions, IHT planning, protection, estate planning, and broader wealth strategies. Manage and grow a portfolio of clients, building deep, long-term relationships. Conduct detailed fact-finding and cashflow modelling to understand clients' current position and future goals. Collaborate with our client support team, product providers and other professionals to develop and implement financial plans. Maintain full compliance with FCA regulations and internal governance procedures. Actively contribute to firm-wide goals, including cross-referrals, knowledge sharing, and client service excellence. Engage in business development, client referrals, and professional networking as appropriate. What will you need to succeed? 4 years Proven experience advising clients in a regulated financial services environment. Level 4 Diploma in Regulated Financial Planning (CII or equivalent) Current Statement of Professional Standing (SPS). Demonstrated success working with complex financial planning cases across a variety of clients Strong technical knowledge across pensions, investments, tax planning, and estate planning. Excellent interpersonal, listening, and relationship management skills. Strong ethics and client-first mindset; comfortable working in a fee-based, consultative environment. Proficient in Microsoft Office Suite; experience with CRM, FE analytics, cashflow modelling software. The individual we are looking to appoint must have experience dealing with a wide variety of clients and have a personable approach. Personal attributes are important; you should be self-motivated but also able to work as part of a wider team. You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives.
Sep 01, 2025
Full time
Experienced Financial Adviser - Client bank supplied - OTE £120k (No cap) About the Firm A successful financial planning company based in Milton Keynes, with an expanding team of experienced Financial Advisers. They provide comprehensive financial planning and investment advice to individuals, families, and business owners throughout the country. Their approach integrates all aspects of our clients' financial lives, including investment management, retirement planning, estate planning, mortgage, protection, and legacy planning. About the Role You will provide holistic financial planning and wealth management advice, tailored to each client's unique needs and life goals. You will deliver a cohesive and highly personalised service that prioritises clients' long-term financial wellbeing. I am seeking an established Wealth Financial Adviser to join the existing dynamic and values-driven team. This is a key client-facing role for a professional who is both technically skilled and relationship-oriented. The individual they are looking to appoint must have experience dealing with a wide variety of clients and have a personable approach. Personal attributes are important; you should be self-motivated but also able to work as part of a wider team. You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives. The benefits (Further earning details supplied on application) Competitive base salary of £50,000 Existing client bank with ongoing fee structure - OTE £120,000 (No cap) Full administrative and paraplanning support. Support towards Chartered or Fellowship status. Opportunity to work with a leading local firm, within a respected network in holistic financial planning. Discretionary benefits, pension contributions, and flexible/hybrid working arrangements. A supportive, collaborative high-performance work environment. Ongoing opportunities for training and professional development. Regular company social events Free parking, onsite café Key Responsibilities: Deliver tailored advice on investments, pensions, IHT planning, protection, estate planning, and broader wealth strategies. Manage and grow a portfolio of clients, building deep, long-term relationships. Conduct detailed fact-finding and cashflow modelling to understand clients' current position and future goals. Collaborate with our client support team, product providers and other professionals to develop and implement financial plans. Maintain full compliance with FCA regulations and internal governance procedures. Actively contribute to firm-wide goals, including cross-referrals, knowledge sharing, and client service excellence. Engage in business development, client referrals, and professional networking as appropriate. What will you need to succeed? 4 years Proven experience advising clients in a regulated financial services environment. Level 4 Diploma in Regulated Financial Planning (CII or equivalent) Current Statement of Professional Standing (SPS). Demonstrated success working with complex financial planning cases across a variety of clients Strong technical knowledge across pensions, investments, tax planning, and estate planning. Excellent interpersonal, listening, and relationship management skills. Strong ethics and client-first mindset; comfortable working in a fee-based, consultative environment. Proficient in Microsoft Office Suite; experience with CRM, FE analytics, cashflow modelling software. The individual we are looking to appoint must have experience dealing with a wide variety of clients and have a personable approach. Personal attributes are important; you should be self-motivated but also able to work as part of a wider team. You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives.
