Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Sep 04, 2025
Full time
Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner If you've been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We're looking for a motivated, detail-focused IFA Administrator who's ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm. Whether you've been producing suitability reports, inputting client data, or coordinating applications, you've already got a solid foundation, now it's time to build on it and become more involved in shaping financial plans. What's in It for You? Salary starting from £30,000 - £40,000 (depending on experience) Structured development programme into a full Paraplanning role Full support for Diploma in Regulated Financial Planning (CII Level 4) Access to modern financial planning tools including cash flow modelling software Mentoring from experienced Paraplanners and Advisers Hybrid working available once up to speed Collaborative, values-driven team culture focused on your growth Next Step in the Advice Journey You'll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you'll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position. What You'll Be Learning & Doing Client Analysis Support the collation and interpretation of client data Learn to build lifetime cash flow models based on client goals Solution Design Assist in the construction of investment, pension, tax, and estate planning strategies Use financial planning software to model personalised recommendations Report Preparation Draft and refine suitability reports and recommendation letters Help prepare regular review reports, investment performance summaries, and updated modelling documents What we ae relooking for: You're currently working in an IFA or Wealth Management firm in an Administrator or Client Services role You've had exposure to reports, client meetings, and provider interactions You're actively studying towards or interested in the CII Level 4 Diploma You're curious, detail-oriented, and ready to learn from experienced professionals
Sep 04, 2025
Full time
Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner If you've been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We're looking for a motivated, detail-focused IFA Administrator who's ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm. Whether you've been producing suitability reports, inputting client data, or coordinating applications, you've already got a solid foundation, now it's time to build on it and become more involved in shaping financial plans. What's in It for You? Salary starting from £30,000 - £40,000 (depending on experience) Structured development programme into a full Paraplanning role Full support for Diploma in Regulated Financial Planning (CII Level 4) Access to modern financial planning tools including cash flow modelling software Mentoring from experienced Paraplanners and Advisers Hybrid working available once up to speed Collaborative, values-driven team culture focused on your growth Next Step in the Advice Journey You'll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you'll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position. What You'll Be Learning & Doing Client Analysis Support the collation and interpretation of client data Learn to build lifetime cash flow models based on client goals Solution Design Assist in the construction of investment, pension, tax, and estate planning strategies Use financial planning software to model personalised recommendations Report Preparation Draft and refine suitability reports and recommendation letters Help prepare regular review reports, investment performance summaries, and updated modelling documents What we ae relooking for: You're currently working in an IFA or Wealth Management firm in an Administrator or Client Services role You've had exposure to reports, client meetings, and provider interactions You're actively studying towards or interested in the CII Level 4 Diploma You're curious, detail-oriented, and ready to learn from experienced professionals
Trainee Financial Adviser Cheshire / Liverpool / Warrington Full Training A well established and successful Financial Planning firm with offices in the Knutsford area has an exciting opportunity for a Trainee Financial Adviser. The firm is expanding its Advice team and is looking for trainee financial adviser as part of this expansion. Previous experience in Banking, Sales, Customer Services or Hospitality is advantageous. Having CeMAP or DipFA actively working towards this qualification is advantageous. You will benefit from the support of the management and administration teams and benefit from on going training. In return you a competitive package, full training and will be put through the Industry recognised DipFA qualification. First year On Target Income of £40,000, which will rise significantly in your second year. For more information on this position please forward your CV to Douglas McDougall.
Sep 01, 2025
Full time
Trainee Financial Adviser Cheshire / Liverpool / Warrington Full Training A well established and successful Financial Planning firm with offices in the Knutsford area has an exciting opportunity for a Trainee Financial Adviser. The firm is expanding its Advice team and is looking for trainee financial adviser as part of this expansion. Previous experience in Banking, Sales, Customer Services or Hospitality is advantageous. Having CeMAP or DipFA actively working towards this qualification is advantageous. You will benefit from the support of the management and administration teams and benefit from on going training. In return you a competitive package, full training and will be put through the Industry recognised DipFA qualification. First year On Target Income of £40,000, which will rise significantly in your second year. For more information on this position please forward your CV to Douglas McDougall.
Independent Financial Adviser - Trainee/Junior/Senior - Client Bank Provided Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you! About Us We are working with a leading Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance. The Role As a Financial Adviser , you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey. Key Responsibilities Build and maintain strong client relationships, acting as a trusted adviser for their financial needs. Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning. Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice. Identify opportunities to grow the client base through referrals and networking. What We're Looking For Professional qualifications - ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients. A proactive mindset, with strong analytical and problem-solving abilities. A solid understanding of financial products, services, and industry regulations. A results-driven attitude with a commitment to ethical practices and client satisfaction. Why Join ? If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal. Full administration and paraplanning support enabling you to focus on delivering client relationships and new business Access to a broad range of financial products and resources to support your success. Ongoing professional development and opportunities for career progression. Flexible working arrangements to promote work-life balance. A dynamic, inclusive environment where your expertise and input are valued.
Sep 01, 2025
Full time
Independent Financial Adviser - Trainee/Junior/Senior - Client Bank Provided Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you! About Us We are working with a leading Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance. The Role As a Financial Adviser , you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey. Key Responsibilities Build and maintain strong client relationships, acting as a trusted adviser for their financial needs. Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning. Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice. Identify opportunities to grow the client base through referrals and networking. What We're Looking For Professional qualifications - ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients. A proactive mindset, with strong analytical and problem-solving abilities. A solid understanding of financial products, services, and industry regulations. A results-driven attitude with a commitment to ethical practices and client satisfaction. Why Join ? If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal. Full administration and paraplanning support enabling you to focus on delivering client relationships and new business Access to a broad range of financial products and resources to support your success. Ongoing professional development and opportunities for career progression. Flexible working arrangements to promote work-life balance. A dynamic, inclusive environment where your expertise and input are valued.
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Sep 01, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Sep 01, 2025
Full time
We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
Sep 01, 2025
Full time
Trainee Mortgage Advisor Full Time Office based The role Join an awarding winning specialist finance brokerage as a Trainee Mortgage Adviser, where you'll be integral to our growth plans and be a part of an industry leading business. Enjoy the benefits of pre-qualified leads generated for you, alongside the opportunity to contribute with your own leads. This position comes with attractive bonus and commission terms, rewarding your hard work and success. What We Offer: Continuous learning opportunities in a supportive environment. A mix of provided pre-qualified leads and the chance to add your own. An attractive bonus scheme rewarding both company-generated and self-generated leads. Duties: Conduct an extensive fact-find appointment with clients to discuss and gain a thorough understanding of their mortgage needs and financial position. Effectively evaluate clients' financial information to determine their eligibility for mortgage products. Provide professional, high quality advice and a recommend suitable a mortgage product(s) that meet their needs Rationalise and document product choice and reasons for recommendation. Collaborate with third party lenders and internal Case Managers to ensure timely and accurate processing of mortgage applications. Liaise with internal Quality Assurance staff to ensure compliance and continual development. Stay up-to-date with industry regulations and changes in mortgage products and services. Build and maintain relationships with clients, lenders and other industry professionals. Skills: Strong knowledge of financial services, particularly in the mortgage and specialist finance industry. Excellent communication and interpersonal skills to effectively interact with clients and stakeholders. Ability to analyse financial information and carry out any required mathematical calculations. Problem solving and the ability to assess and identify products for clients across different lender propositions from a broad panel. Detail-oriented with strong organizational skills to manage multiple tasks and deadlines Proficient in using mortgage software and technology tools for application processing.
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Sep 01, 2025
Full time
Financial Planner, West or South Yorkshire (Client Bank Provided) Uncapped OTE circa £80,000 - £110,000 About the Firm Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust. You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations. The benefits The opportunity for guaranteed income for the first 6 months and a strong support package Qualified leads provided, working with an active client base Flexible working hours and location Support from a mentor with training and personal development opportunities Your responsibilities will include: Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. You will be responsible for managing client enquiries and the advice process end-to-end. You will be responsible for booking appointments, fact finding, research and product recommendation Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews. If you have a mortgage qualification, providing mortgage advice can also be part of the remit. Building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. What will you need to succeed? This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network. We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress. You will benefit from a market leading proposition You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations. Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Interested in becoming a Financial Adviser? Keen to join a company that will support you with exams and offer defined progression? We're working with a highly respected, family-run financial planning company who pride themselves on delivering a personal, client-first service. They have an exciting opportunity for an aspiring Financial Adviser to join their team, initially focusing on providing support to Advisers. You'll join a close-knit team, working closely with the Director to learn the business inside-out. Over a 3-year period, they will support you to gain qualifications, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career. What's on offer: Salary of £27,000 - £31,000 bonus and clear earning progression Support for the Level 4 Diploma in Regulated Financial Planning Clear route from administration to full client-facing financial advice A professional but relaxed environment, far removed from a typical corporate structure Mentorship from the Director Free on-site parking and hybrid working once established Responsibilities: Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records Assist with gathering and analysing client information to support the preparation of financial plans Attend client meetings alongside advisers to observe and learn the advice process Liaise with product providers to obtain policy information, valuations, and illustrations Ensure all compliance requirements and internal procedures are followed at every stage of the advice process Support with the preparation of suitability reports and investment reviews under supervision Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills Gradually increase client-facing responsibilities, moving towards full advisory duties over a 3 year period About you: Experience working in regulated Financial Services role (desirable) Progress towards industry exams (desirable) Organised, professional, and confident in client-facing situations Looking for a long-term career in financial advice with a clear development pathway Comfortable working in-office most of the week, with some flexibility available This is a golden opportunity to join a growing, values-led company offering a structured and supported route into financial advice with opportunity to take on clients. If the above role aligns with your career aspirations, apply now!
Sep 01, 2025
Full time
Interested in becoming a Financial Adviser? Keen to join a company that will support you with exams and offer defined progression? We're working with a highly respected, family-run financial planning company who pride themselves on delivering a personal, client-first service. They have an exciting opportunity for an aspiring Financial Adviser to join their team, initially focusing on providing support to Advisers. You'll join a close-knit team, working closely with the Director to learn the business inside-out. Over a 3-year period, they will support you to gain qualifications, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career. What's on offer: Salary of £27,000 - £31,000 bonus and clear earning progression Support for the Level 4 Diploma in Regulated Financial Planning Clear route from administration to full client-facing financial advice A professional but relaxed environment, far removed from a typical corporate structure Mentorship from the Director Free on-site parking and hybrid working once established Responsibilities: Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records Assist with gathering and analysing client information to support the preparation of financial plans Attend client meetings alongside advisers to observe and learn the advice process Liaise with product providers to obtain policy information, valuations, and illustrations Ensure all compliance requirements and internal procedures are followed at every stage of the advice process Support with the preparation of suitability reports and investment reviews under supervision Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills Gradually increase client-facing responsibilities, moving towards full advisory duties over a 3 year period About you: Experience working in regulated Financial Services role (desirable) Progress towards industry exams (desirable) Organised, professional, and confident in client-facing situations Looking for a long-term career in financial advice with a clear development pathway Comfortable working in-office most of the week, with some flexibility available This is a golden opportunity to join a growing, values-led company offering a structured and supported route into financial advice with opportunity to take on clients. If the above role aligns with your career aspirations, apply now!
Employment Type: Full-Time / Hybrid or Office-based Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
Sep 01, 2025
Full time
Employment Type: Full-Time / Hybrid or Office-based Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Sep 01, 2025
Full time
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Trainee Paraplanner £28-35K depending on experience and qualificationsSouth ManchesterHybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving A growing South Manchester based IFA firm are looking to add to their Admin / Trainee Paraplanning team, with opportunities for experienced staff to take the next step up to fully fledged Paraplanning. Their preference is little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Georgia at Integro.
Sep 01, 2025
Full time
Trainee Paraplanner £28-35K depending on experience and qualificationsSouth ManchesterHybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving A growing South Manchester based IFA firm are looking to add to their Admin / Trainee Paraplanning team, with opportunities for experienced staff to take the next step up to fully fledged Paraplanning. Their preference is little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Georgia at Integro.
Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 Minute commute of Manchester to ease commuting in the initial training stages and you must have use of your own car to be able to get to our training center. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change. Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction &
Sep 01, 2025
Full time
Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 Minute commute of Manchester to ease commuting in the initial training stages and you must have use of your own car to be able to get to our training center. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change. Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction &
Exchange Street Claims & Financial Services
Sale, Cheshire
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
Sep 01, 2025
Full time
You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.
From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. We're working with a respected, FCA-regulated Wealth Management firm that's actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there's no pressure for cold business development - just a genuine focus on delivering high-quality, ethical advice. Salary & Benefits: Base salary is up to £45,000 + Bonus No cold calling: You'll be working with existing clients and inbound leads Mentoring by experienced advisers and structured training programme Full support for Chartered exams and CPD The Opportunity This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly - with guidance, mentoring, and warm clients to work with. You'll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads. You'll have full access to the firm's paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner. Your Role Support advisers in meetings and advice preparation Start managing relationships with existing clients, ensuring continuity and care Follow up on warm inbound leads and new client referrals Build your own client base over time with full marketing and BD support Stay up to date on regulations, tax planning, and investment trends Deliver compliant, holistic financial advice with full back-office support About You Level 4 Diploma in Financial Planning (essential) Strong interpersonal and communication skills Eagerness to move into a client-facing role Passion for delivering ethical, long-term financial planning Why This Firm? You'll work with warm clients, inbound leads, and no pressure to "sell" - just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.
Sep 01, 2025
Full time
From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. We're working with a respected, FCA-regulated Wealth Management firm that's actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there's no pressure for cold business development - just a genuine focus on delivering high-quality, ethical advice. Salary & Benefits: Base salary is up to £45,000 + Bonus No cold calling: You'll be working with existing clients and inbound leads Mentoring by experienced advisers and structured training programme Full support for Chartered exams and CPD The Opportunity This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly - with guidance, mentoring, and warm clients to work with. You'll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads. You'll have full access to the firm's paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner. Your Role Support advisers in meetings and advice preparation Start managing relationships with existing clients, ensuring continuity and care Follow up on warm inbound leads and new client referrals Build your own client base over time with full marketing and BD support Stay up to date on regulations, tax planning, and investment trends Deliver compliant, holistic financial advice with full back-office support About You Level 4 Diploma in Financial Planning (essential) Strong interpersonal and communication skills Eagerness to move into a client-facing role Passion for delivering ethical, long-term financial planning Why This Firm? You'll work with warm clients, inbound leads, and no pressure to "sell" - just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.
Our client is a successful established and award winning Financial Planning firm and are currently looking for an experienced Financial Services Administrator to join the team This role is a Mon to Friday, 9-5 role in a busy firm The company is looking to train the successful person tio become a Financial Adviser and therefore the client ios looking for someone who has already gained their Level 4 Dip Base has been positioned at £38-40000 plus bonus The company will also provide a strong benefits package and share options in the company This is a rare opportunity with a flexible company looking for someone who wants to become an adviser and learn from a great brand As part of the career path you will do 12-18 months in a support role and be trained as you support For more details feel free to call Jason at Astral
Sep 01, 2025
Full time
Our client is a successful established and award winning Financial Planning firm and are currently looking for an experienced Financial Services Administrator to join the team This role is a Mon to Friday, 9-5 role in a busy firm The company is looking to train the successful person tio become a Financial Adviser and therefore the client ios looking for someone who has already gained their Level 4 Dip Base has been positioned at £38-40000 plus bonus The company will also provide a strong benefits package and share options in the company This is a rare opportunity with a flexible company looking for someone who wants to become an adviser and learn from a great brand As part of the career path you will do 12-18 months in a support role and be trained as you support For more details feel free to call Jason at Astral
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Sep 01, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Exchange Street Claims & Financial Services
Preston, Lancashire
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start.You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
Sep 01, 2025
Full time
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start.You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
Join Our Clients Established Team as an IFA Administrator - Edinburgh Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development Are you an experienced IFA Administrator ready to take the next step in your financial services career? We're looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you'll play a key role in supporting Financial Advisers and Office Manager - and begin your journey towards becoming a Paraplanner. What You'll Be Doing: Preparing client illustrations and paperwork Processing new business applications (paper & online) Managing fund switches and rebalances Sending and chasing Letters of Authority Formatting suitability reports and pension research Issuing policy documentation and valuations Supporting bereaved families with sensitive documentation Maintaining accurate client records in our back-office system Assisting with training of new team members Ensuring FCA and company compliance Handling client and provider communications General office duties and ad hoc research tasks What We're Looking For: Previous experience working in a Financial Adviser environment is essential Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer Experience with platforms and provider websites Knowledge of Intelligent Office Excellent communication and interpersonal skills Detail-oriented, organised, and deadline-driven A team player with a passion for learning and development Why Join Our Clients Team? Competitive Salary and benefits package Clear development path to Paraplanner role Supportive and collaborative team culture Opportunity to work closely with experienced professionals Ongoing training and mentoring Central Edinburgh location Ready to grow your career in financial services? Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future. For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn
Sep 01, 2025
Full time
Join Our Clients Established Team as an IFA Administrator - Edinburgh Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development Are you an experienced IFA Administrator ready to take the next step in your financial services career? We're looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you'll play a key role in supporting Financial Advisers and Office Manager - and begin your journey towards becoming a Paraplanner. What You'll Be Doing: Preparing client illustrations and paperwork Processing new business applications (paper & online) Managing fund switches and rebalances Sending and chasing Letters of Authority Formatting suitability reports and pension research Issuing policy documentation and valuations Supporting bereaved families with sensitive documentation Maintaining accurate client records in our back-office system Assisting with training of new team members Ensuring FCA and company compliance Handling client and provider communications General office duties and ad hoc research tasks What We're Looking For: Previous experience working in a Financial Adviser environment is essential Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer Experience with platforms and provider websites Knowledge of Intelligent Office Excellent communication and interpersonal skills Detail-oriented, organised, and deadline-driven A team player with a passion for learning and development Why Join Our Clients Team? Competitive Salary and benefits package Clear development path to Paraplanner role Supportive and collaborative team culture Opportunity to work closely with experienced professionals Ongoing training and mentoring Central Edinburgh location Ready to grow your career in financial services? Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future. For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn
Trainee Mortgage Advisor Location: Cannock, Staffordshire (Office-based) Salary: Competitive commission & bonuses About Us Our client is a dynamic, fast-growing fee-free mortgage broker and a leading expert in New Build developments, working with a nationwide network of top house builders. They also help clients with existing properties and access over 74 lenders to secure the most suitable mortgage for every client's needs. This is an exciting opportunity to kickstart your career in mortgage advising, with full training provided and a clear progression path to becoming a qualified adviser. Why Join Us? • Competitive salary based on experience • Gain invaluable experience in the mortgage advising industry • Work with a supportive and fast-growing team • Flexible working pattern for work-life balance • Clear career progression - full support for CeMAP exams • Office-based role with excellent culture and facilities Key Responsibilities As a Trainee Mortgage Advisor, you will: • Liaise with customers to gather financial information and assess their needs • Provide an overview of mortgage products available • Work closely with national house builders to create tailor-made mortgage packages • Handle inbound and outbound calls, answering mortgage-related queries • Deliver exceptional customer service to every client What We're Looking For • Exceptional customer service skills • Excellent telephone manner • Strong work ethic with the drive to exceed expectations • No finance background required - full training provided Working Hours The office is open 7 days a week. You'll work 2 weekends out of every 4, with 2 weekdays off in lieu. • Mon-Thu: 10:30am - 6:30pm • Fri: 10:30am - 6:00pm • Weekends: 10:00am - 5:30pm Benefits & Perks • Commission and bonus scheme • Extra day off for your birthday • Holiday buy and sell scheme • Increasing holiday allowance with length of service • Enhanced maternity package (after 2 years) • Employee Well-being Programme - Wellness Matters • Mental health support • Award-winning Diversity, Equity & Inclusion initiatives • Female Talent programme • Fun, supportive office environment • Ongoing training and development How to Apply: If you're motivated, eager to learn, and ready to start a rewarding career in mortgage advising, apply now with your CV.
Sep 01, 2025
Full time
Trainee Mortgage Advisor Location: Cannock, Staffordshire (Office-based) Salary: Competitive commission & bonuses About Us Our client is a dynamic, fast-growing fee-free mortgage broker and a leading expert in New Build developments, working with a nationwide network of top house builders. They also help clients with existing properties and access over 74 lenders to secure the most suitable mortgage for every client's needs. This is an exciting opportunity to kickstart your career in mortgage advising, with full training provided and a clear progression path to becoming a qualified adviser. Why Join Us? • Competitive salary based on experience • Gain invaluable experience in the mortgage advising industry • Work with a supportive and fast-growing team • Flexible working pattern for work-life balance • Clear career progression - full support for CeMAP exams • Office-based role with excellent culture and facilities Key Responsibilities As a Trainee Mortgage Advisor, you will: • Liaise with customers to gather financial information and assess their needs • Provide an overview of mortgage products available • Work closely with national house builders to create tailor-made mortgage packages • Handle inbound and outbound calls, answering mortgage-related queries • Deliver exceptional customer service to every client What We're Looking For • Exceptional customer service skills • Excellent telephone manner • Strong work ethic with the drive to exceed expectations • No finance background required - full training provided Working Hours The office is open 7 days a week. You'll work 2 weekends out of every 4, with 2 weekdays off in lieu. • Mon-Thu: 10:30am - 6:30pm • Fri: 10:30am - 6:00pm • Weekends: 10:00am - 5:30pm Benefits & Perks • Commission and bonus scheme • Extra day off for your birthday • Holiday buy and sell scheme • Increasing holiday allowance with length of service • Enhanced maternity package (after 2 years) • Employee Well-being Programme - Wellness Matters • Mental health support • Award-winning Diversity, Equity & Inclusion initiatives • Female Talent programme • Fun, supportive office environment • Ongoing training and development How to Apply: If you're motivated, eager to learn, and ready to start a rewarding career in mortgage advising, apply now with your CV.
