Get Staffed Online Recruitment Limited
Leicester, Leicestershire
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their 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, they 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 they 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 they 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 our client is a non-sponsoring company, you must already have the right to work in the UK.
Sep 06, 2025
Full time
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their 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, they 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 they 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 they 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 our client is a non-sponsoring company, you must already have the right to work in the UK.
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.
Web / Mobile Developer Southampton - Hybrid (2 days onsite per week) up to 65k DOE + Bonus + Benefits Deerfoot Recruitment is working with a leading organisation in the financial services sector to recruit a skilled Web / Mobile Developer. This role offers the opportunity to join a forward-thinking digital engineering team, creating modern wealth management applications that deliver exceptional user experiences for clients and advisers. The successful candidate will have strong expertise in React, TypeScript, Next.js, and the Ionic framework, with a proven track record in building responsive, high-quality web and mobile solutions. Working closely with UX designers and backend teams, you will translate concepts into polished, production-ready implementations, while ensuring maintainable code, effective testing, and smooth deployment. Key Responsibilities Act as a subject matter expert within UI/Mobile development for the digital engineering team. Develop and maintain responsive, cross-platform mobile and web applications using React, TypeScript, Next.js, and Ionic. Work closely with UX designers to implement pixel-perfect, user-focused interfaces from wireframes. Create and maintain reusable components and documentation using Storybook. Build cross-platform features for iOS and Android using Ionic. Collaborate with backend teams on API integration and implementation. Write clean, maintainable code, adhering to best practice and team standards. Maintain effective test coverage using Jest and React Testing Library. Participate in code reviews, agile ceremonies, and technical discussions. Troubleshoot and resolve issues related to mobile app deployment. Key Skills & Experience Required Proven experience in building and maintaining mobile applications for iOS and Android, plus Next.js applications. Strong proficiency in React and Next.js. Experience with hybrid/cross-platform development (Ionic framework). Familiarity with state management solutions such as Context API. Version control experience using GitHub. Knowledge of frontend testing practices (Jest, React Testing Library). Strong teamwork and communication skills, with the ability to work independently. Understanding of software architecture, design patterns, and engineering good practices. Experience troubleshooting and resolving mobile deployment issues. Alongside a base salary up to 65k, there is also a bonus and a comprehensive benefits package, including 26 days' holiday, a 10% non-contributory pension, private medical cover, life assurance, and income protection. Hybrid working applies, with 2 days onsite each week in Southampton. Web Developer, Mobile Developer, React Developer, Next.js Developer, Frontend Developer, JavaScript Developer, TypeScript Developer, Ionic Developer, Hybrid App Developer, Cross-Platform Developer, iOS Developer, Android Developer, React Native Developer, UI Developer, Application Developer, Software Engineer, Storybook, Context API, GitHub, Jest, React Testing Library, Azure, DevOps, .NET, CI/CD, YAML, Financial Services Developer, Wealth Management Technology Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Sep 05, 2025
Full time
Web / Mobile Developer Southampton - Hybrid (2 days onsite per week) up to 65k DOE + Bonus + Benefits Deerfoot Recruitment is working with a leading organisation in the financial services sector to recruit a skilled Web / Mobile Developer. This role offers the opportunity to join a forward-thinking digital engineering team, creating modern wealth management applications that deliver exceptional user experiences for clients and advisers. The successful candidate will have strong expertise in React, TypeScript, Next.js, and the Ionic framework, with a proven track record in building responsive, high-quality web and mobile solutions. Working closely with UX designers and backend teams, you will translate concepts into polished, production-ready implementations, while ensuring maintainable code, effective testing, and smooth deployment. Key Responsibilities Act as a subject matter expert within UI/Mobile development for the digital engineering team. Develop and maintain responsive, cross-platform mobile and web applications using React, TypeScript, Next.js, and Ionic. Work closely with UX designers to implement pixel-perfect, user-focused interfaces from wireframes. Create and maintain reusable components and documentation using Storybook. Build cross-platform features for iOS and Android using Ionic. Collaborate with backend teams on API integration and implementation. Write clean, maintainable code, adhering to best practice and team standards. Maintain effective test coverage using Jest and React Testing Library. Participate in code reviews, agile ceremonies, and technical discussions. Troubleshoot and resolve issues related to mobile app deployment. Key Skills & Experience Required Proven experience in building and maintaining mobile applications for iOS and Android, plus Next.js applications. Strong proficiency in React and Next.js. Experience with hybrid/cross-platform development (Ionic framework). Familiarity with state management solutions such as Context API. Version control experience using GitHub. Knowledge of frontend testing practices (Jest, React Testing Library). Strong teamwork and communication skills, with the ability to work independently. Understanding of software architecture, design patterns, and engineering good practices. Experience troubleshooting and resolving mobile deployment issues. Alongside a base salary up to 65k, there is also a bonus and a comprehensive benefits package, including 26 days' holiday, a 10% non-contributory pension, private medical cover, life assurance, and income protection. Hybrid working applies, with 2 days onsite each week in Southampton. Web Developer, Mobile Developer, React Developer, Next.js Developer, Frontend Developer, JavaScript Developer, TypeScript Developer, Ionic Developer, Hybrid App Developer, Cross-Platform Developer, iOS Developer, Android Developer, React Native Developer, UI Developer, Application Developer, Software Engineer, Storybook, Context API, GitHub, Jest, React Testing Library, Azure, DevOps, .NET, CI/CD, YAML, Financial Services Developer, Wealth Management Technology Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.
Job Title: Pension Governance Consultant As a Pension Governance Consultant, you will play a key role in maintaining strong governance for occupational pension schemes, whether ongoing, in wind-up, or in a Pension Protection Fund (PPF) Assessment Period. You may also act as scheme secretary, supported by a Trustee Manager or Director for strategic decisions. This is a fantastic opportunity for an experienced pensions professional who thrives in a collaborative environment and is eager to contribute to the effective management of pension schemes. Key Responsibilities Supporting Directors and client teams in managing the governance of ongoing DB and DC pension schemes. Overseeing day-to-day PPF assessment period tasks for schemes within the PPF. Preparing and updating business plans to manage scheme expenses. Maintaining governance documents, including risk registers, calendars, and policies. Assisting with trustee meeting arrangements, including agenda preparation, minute-taking, and action tracking. Coordinating investment transitions, regulatory filings, and benefit decision processes. Managing documentation such as trustee welcome packs, member communications, and trustee reports and accounts. Supporting member queries and liaising with trustees and advisors. Contributing to ad hoc projects such as adviser tenders or liability management exercises. Ensuring compliance with legislative and regulatory frameworks. About You We're looking for someone with: At least 3 years' experience working with defined benefit occupational pension schemes. Knowledge of current pensions legislation, including the Pensions Act 2004. Strong organisational skills, with the ability to manage workloads proactively. Excellent attention to detail and the ability to meet deadlines. Proficiency in Microsoft Office Suite. Strong communication skills, both written and verbal. A proactive, professional, and collaborative approach. Desirable Skills and Experience Experience working with the Pension Protection Fund. Project management experience. Progress towards professional pensions qualifications (e.g. PMI Award in Pensions Trusteeship, Associateship) and evidence of continued professional development. Please quote 51809 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Sep 05, 2025
Full time
Job Title: Pension Governance Consultant As a Pension Governance Consultant, you will play a key role in maintaining strong governance for occupational pension schemes, whether ongoing, in wind-up, or in a Pension Protection Fund (PPF) Assessment Period. You may also act as scheme secretary, supported by a Trustee Manager or Director for strategic decisions. This is a fantastic opportunity for an experienced pensions professional who thrives in a collaborative environment and is eager to contribute to the effective management of pension schemes. Key Responsibilities Supporting Directors and client teams in managing the governance of ongoing DB and DC pension schemes. Overseeing day-to-day PPF assessment period tasks for schemes within the PPF. Preparing and updating business plans to manage scheme expenses. Maintaining governance documents, including risk registers, calendars, and policies. Assisting with trustee meeting arrangements, including agenda preparation, minute-taking, and action tracking. Coordinating investment transitions, regulatory filings, and benefit decision processes. Managing documentation such as trustee welcome packs, member communications, and trustee reports and accounts. Supporting member queries and liaising with trustees and advisors. Contributing to ad hoc projects such as adviser tenders or liability management exercises. Ensuring compliance with legislative and regulatory frameworks. About You We're looking for someone with: At least 3 years' experience working with defined benefit occupational pension schemes. Knowledge of current pensions legislation, including the Pensions Act 2004. Strong organisational skills, with the ability to manage workloads proactively. Excellent attention to detail and the ability to meet deadlines. Proficiency in Microsoft Office Suite. Strong communication skills, both written and verbal. A proactive, professional, and collaborative approach. Desirable Skills and Experience Experience working with the Pension Protection Fund. Project management experience. Progress towards professional pensions qualifications (e.g. PMI Award in Pensions Trusteeship, Associateship) and evidence of continued professional development. Please quote 51809 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Health & Safety Administrator Your new companyYou'll be joining a proactive Health and Safety Team within a dynamic university environment. Known for delivering high-quality support services and fostering a culture of safety and compliance, the team works collaboratively across faculties and professional services. This internal opportunity offers a chance to contribute to meaningful initiatives that directly impact staff and student wellbeing. 3 months fixed term roleSalary 26k to 27KWorking 35 hours per week. Your new roleAs a Health and Safety Administrator, you'll play a key role in supporting the delivery of a high-quality, customer-focused Health and Safety service. Reporting to the Senior Health and Safety Adviser, you'll manage administrative systems, coordinate meetings and training events, and provide face-to-face support at the Occupational Health Clinic. You'll also assist with inspections, audits, and the preparation of reports and presentation materials. A core part of your role will involve maintaining health and safety data systems, managing SharePoint content, and ensuring compliance with data protection and retention policies. What you'll need to succeedYou'll bring excellent organisational and administrative skills, with confidence in using digital tools such as SharePoint, Teams, and Excel. Experience in health and safety or compliance environments is highly desirable. You'll be a clear communicator with a strong attention to detail and the ability to handle sensitive information appropriately. A proactive mindset and the ability to build effective relationships across departments will be key to your success. What you'll get in return3 months FTC Role Salary 26 to 27KWorking hours 35 per week Opportunity to contribute to a safer, healthier university environmentCollaborative team culture with professional development supportExposure to a wide range of health and safety initiativesA role that combines operational delivery with strategic impact What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you're looking for a new opportunity, please reach out for a confidential discussion about your career. #
Sep 05, 2025
Contractor
Health & Safety Administrator Your new companyYou'll be joining a proactive Health and Safety Team within a dynamic university environment. Known for delivering high-quality support services and fostering a culture of safety and compliance, the team works collaboratively across faculties and professional services. This internal opportunity offers a chance to contribute to meaningful initiatives that directly impact staff and student wellbeing. 3 months fixed term roleSalary 26k to 27KWorking 35 hours per week. Your new roleAs a Health and Safety Administrator, you'll play a key role in supporting the delivery of a high-quality, customer-focused Health and Safety service. Reporting to the Senior Health and Safety Adviser, you'll manage administrative systems, coordinate meetings and training events, and provide face-to-face support at the Occupational Health Clinic. You'll also assist with inspections, audits, and the preparation of reports and presentation materials. A core part of your role will involve maintaining health and safety data systems, managing SharePoint content, and ensuring compliance with data protection and retention policies. What you'll need to succeedYou'll bring excellent organisational and administrative skills, with confidence in using digital tools such as SharePoint, Teams, and Excel. Experience in health and safety or compliance environments is highly desirable. You'll be a clear communicator with a strong attention to detail and the ability to handle sensitive information appropriately. A proactive mindset and the ability to build effective relationships across departments will be key to your success. What you'll get in return3 months FTC Role Salary 26 to 27KWorking hours 35 per week Opportunity to contribute to a safer, healthier university environmentCollaborative team culture with professional development supportExposure to a wide range of health and safety initiativesA role that combines operational delivery with strategic impact What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you're looking for a new opportunity, please reach out for a confidential discussion about your career. #
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
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
Sep 05, 2025
Full time
Wealth Manager - High Net Worth Clients Hybrid Up to £130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing. The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance. Responsibilities Build and manage a portfolio of HNW and UHNW clients. Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning. Conduct thorough fact-finds, cashflow modelling, and risk assessments. Work closely with paraplanners and admin teams to deliver exceptional client service. Maintain compliance with all FCA regulations and industry standards. Generate new business through referrals, professional connections, and networking. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred. Current CAS and SPS (or ability to obtain promptly). Minimum 3 years' experience in a client-facing financial planning or wealth management role. Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers. Have a following of £10Million AUM after covenants Desirable Skills: Strong interpersonal and communication skills. Entrepreneurial approach with high self-motivation. Integrity, discretion, and a client-centric mindset. Location: London or South East-based; other UK regions considered. Work Type: Hybrid (2-3 days office or client-facing, remainder remote). Travel: Required for in-person client meetings, as appropriate. Salary & Benefits Base Salary: £90,000 - £130,000 per annum (depending on experience and qualifications). Bonus: 0.43% of new Assets Under Management (AUM) introduced. Structured career progression and equity opportunities (long-term). Paraplanning and administrative support provided. Marketing and business development support CPD support and funding toward Chartered status. Flexible working hours and a positive, inclusive team culture.
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : 30,000 to 35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Sep 05, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : 30,000 to 35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Sep 03, 2025
Full time
We are working with a well-established financial planning firm that is looking to appoint an experienced IFA Administrator. This is an excellent opportunity to join a professional yet down-to-earth team where you'll be supporting advisers and paraplanners, ensuring clients receive the highest levels of service. The role will suit someone with financial services administration experience, ideally within an IFA, wealth management, or financial planning environment, who is looking to continue building their career in this sector. Key Responsibilities: Provide comprehensive administrative support to a team of financial advisers and paraplanners Prepare, process, and monitor new business applications across pensions, investments, and protection products Handle letters of authority and liaise with providers to obtain policy information Maintain accurate and up-to-date client records on back-office systems (e.g. Intelligent Office or similar) Prepare client review packs, reports, and supporting documentation for meetings Act as a point of contact for client queries, delivering excellent service at all times Ensure all work is compliant with FCA regulations and company policies Assist with general office administration and contribute to team efficiency Key Skills & Experience Previous experience in an IFA, financial planning, or wealth management administration role is essential Knowledge of pensions, investments, and protection products is highly desirable Strong organisational skills with excellent attention to detail Confident communicator, both written and verbal, with clients, providers, and colleagues Competent IT user, ideally with experience using Intelligent Office (or other financial planning back-office systems) Able to prioritise workload and work to deadlines in a busy environment Progress towards financial planning qualifications (e.g. Diploma in Regulated Financial Planning, CII exams) would be advantageous but is not essential Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
Sep 03, 2025
Full time
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
Sep 03, 2025
Full time
Client Services Associate - Financial Planning Location: Knutsford Salary: up to £30k Full-Time Permanent NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team . This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression. The Role As a Client Services Associate , you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews. This is a varied and client-focused role where attention to detail and strong organisational skills are essential. What's on Offer Competitive salary (DOE) 25 days holiday 4x salary Death in Service benefit Employer pension contributions Flexible working arrangements Study support for industry qualifications Supportive, collaborative, and professional team environment Key Responsibilities Provide administrative support within the IFA Client Services team Act on adviser and paraplanner instructions following client meetings Process new business and ensure compliance standards are met Prepare client valuations, reports, and invoices for reviews Obtain product illustrations and information from providers Liaise directly with clients and providers to resolve queries and gather outstanding documentation Maintain accurate client records using the back-office system Support team efficiency by managing workloads and assisting with ad-hoc projects What We're Looking For At least 2 years' experience in a financial planning / IFA administration role Strong understanding of pensions, investments, and protection products Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office) Highly organised with strong attention to detail Excellent communication skills, both written and verbal Ability to manage multiple priorities and work within defined processes Proficiency in MS Excel, Word, and Outlook Apply Now If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today NJR16041
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 national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Sep 02, 2025
Full time
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset. Key Responsibilities Prepare and manage documentation for client meetings, including reports, valuations, and application forms Process new business applications across pensions, investments, and protection products Liaise with product providers to obtain policy information and track application progress Draft client correspondence, including letters, emails, and meeting follow-ups Respond to client queries professionally, either directly or in support of the adviser Support the preparation and delivery of annual review meetings and ongoing servicing Ensure all work is carried out in accordance with FCA regulations and company procedures Assist with income reconciliation and the administration of fees and What We're Looking For Previous experience in a financial planning or wealth management environment (preferred) Strong organisational skills with excellent attention to detail Clear and professional communication skills, both written and verbal Proficiency in Microsoft Office and financial CRM systems Ability to work independently and as part of a small, collaborative team A proactive attitude with a willingness to learn and grow within the role £24,000 - £30,000 (DOE) Full exam support offered Career development and progression opportunities For more details please apply or contact Tegan at Dynamite Recruitment
Sep 02, 2025
Full time
Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset. Key Responsibilities Prepare and manage documentation for client meetings, including reports, valuations, and application forms Process new business applications across pensions, investments, and protection products Liaise with product providers to obtain policy information and track application progress Draft client correspondence, including letters, emails, and meeting follow-ups Respond to client queries professionally, either directly or in support of the adviser Support the preparation and delivery of annual review meetings and ongoing servicing Ensure all work is carried out in accordance with FCA regulations and company procedures Assist with income reconciliation and the administration of fees and What We're Looking For Previous experience in a financial planning or wealth management environment (preferred) Strong organisational skills with excellent attention to detail Clear and professional communication skills, both written and verbal Proficiency in Microsoft Office and financial CRM systems Ability to work independently and as part of a small, collaborative team A proactive attitude with a willingness to learn and grow within the role £24,000 - £30,000 (DOE) Full exam support offered Career development and progression opportunities For more details please apply or contact Tegan at Dynamite Recruitment
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.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Sep 02, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
AWS Cloud Engineer - UK Wide (Hybrid) - 40,000- 80,000 + 15% bonus Please note - due to the nature of work, all candidates must have a UK C clearance that is active and transferrable. As a senior subject matter expert you will be working with clients to help define solutions and solve their problems using AWS and related technologies. You will use your in depth expertise to help define the architecture and lead / advise development teams, not being afraid of getting hands on where necessary. Responsibilities: Work on some of the most bleeding edge cloud-native architectures in development today. Take end-to-end ownership of delivering solutions & building teams, helping with planning and ensuring requirements are satisfied, to agreed quality according to plan. Support estimation, planning and delivery as a Technical Leader. Maintain technical relationships with our clients and technology partners. Be a trusted technology adviser to our clients and colleagues. Requirements: Excellent knowledge of AWS and delivering Cloud Native applications using services such as Lambda, EKS, RDS and IAM. Experience of using AWS CLI or SAM. Experience of migrating and modernising legacy workloads onto the cloud. Ideally AWS certified or actively studying to become certified. A self-motivated desire to continually learn and improve. A strong background in Java or Node.js and core open-source technologies and frameworks; experience of building scalable, resilient and secured applications. Experience of working in collaborative teams. Experience of Agile / Scrum methodology. Working with distributed remote and hybrid teams Microservice-based architectures using domain driven design (DDD), CQRS and Event Sourcing patterns. Containerisation technologies: Docker or Kubernetes. DevOps background/experience. API-centric architectures. NoSQL databases. Infrastructure Testing AWS Cloud Engineer - UK Wide (Hybrid) - 40,000- 80,000 + 15% bonus Damia Group Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept our Data Protection Policy which can be found on our website. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. Damia Group is acting as an Employment Business in relation to this vacancy and in accordance to Conduct Regulations 2003.
Sep 02, 2025
Full time
AWS Cloud Engineer - UK Wide (Hybrid) - 40,000- 80,000 + 15% bonus Please note - due to the nature of work, all candidates must have a UK C clearance that is active and transferrable. As a senior subject matter expert you will be working with clients to help define solutions and solve their problems using AWS and related technologies. You will use your in depth expertise to help define the architecture and lead / advise development teams, not being afraid of getting hands on where necessary. Responsibilities: Work on some of the most bleeding edge cloud-native architectures in development today. Take end-to-end ownership of delivering solutions & building teams, helping with planning and ensuring requirements are satisfied, to agreed quality according to plan. Support estimation, planning and delivery as a Technical Leader. Maintain technical relationships with our clients and technology partners. Be a trusted technology adviser to our clients and colleagues. Requirements: Excellent knowledge of AWS and delivering Cloud Native applications using services such as Lambda, EKS, RDS and IAM. Experience of using AWS CLI or SAM. Experience of migrating and modernising legacy workloads onto the cloud. Ideally AWS certified or actively studying to become certified. A self-motivated desire to continually learn and improve. A strong background in Java or Node.js and core open-source technologies and frameworks; experience of building scalable, resilient and secured applications. Experience of working in collaborative teams. Experience of Agile / Scrum methodology. Working with distributed remote and hybrid teams Microservice-based architectures using domain driven design (DDD), CQRS and Event Sourcing patterns. Containerisation technologies: Docker or Kubernetes. DevOps background/experience. API-centric architectures. NoSQL databases. Infrastructure Testing AWS Cloud Engineer - UK Wide (Hybrid) - 40,000- 80,000 + 15% bonus Damia Group Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept our Data Protection Policy which can be found on our website. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. Damia Group is acting as an Employment Business in relation to this vacancy and in accordance to Conduct Regulations 2003.
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!
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Sep 01, 2025
Full time
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
