Get Staffed Online Recruitment Limited
Leicester, Leicestershire
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what they do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so they are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.
Sep 06, 2025
Full time
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, they are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what they do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so they are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum HLP is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so we are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As we are a non-sponsoring company, you must already have the right to work in the UK
Sep 05, 2025
Full time
IT Support Assistant Job Type: Full-time, Permanent Pay: £23,000 - £24,000 per annum HLP is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to establish a new team providing first line IT support to the business. This is an office-based role working 35 hours a week, Monday to Friday. The Role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is to support the business providing first line IT support for internal and third-party systems. Working mainly on the phone, or over Teams, you could be dealing with queries about anything IT related, so we are looking for someone with outstanding customer service and communication skills. Therefore, experience of working under pressure, prioritising, and working to deadlines is essential. IT qualification preferred but not essential. Other Key Tasks include: Logging and resolving ongoing Incidents, Service Requests and Problems that affect business operations. Proactive and accurate resolution of queries by liaising across departments where required. Support new internal joiners and external members with outbound contact and system set up. Manage multiple workloads across inboxes, phone contact, and Teams meetings. Capacity to educate others on current systems when required. Provide full support to all staff in relation to IT hardware and software issues. Ensure new starter process is followed within agreed SLA. Ensure the asset log is maintained and kept up to date. Ordering replacement or new equipment. Installing, removing, or upgrading new or existing software. Experience: Experience with Office 365 and Sharepoint. Knowledge of systems of control and able to follow clearly defined procedures. Experience of working under pressure, prioritising workloads, and working to tight deadlines. Benefits: Company pension Health and wellbeing programme Sick pay As we are a non-sponsoring company, you must already have the right to work in the UK
Sector SHE Lead (Meals) We drive our own success. Competitive salary Up to 20% bonus, Private Healthcare, MyBargains discount platform and more. Location - Meals London or Sutton Bridge Ways of working- Fully site based Monday - Friday 8.30am -5pm Permanent role Why join us? We're constantly evolving, progressing, and diversifying. And we want our people to do so too. For everyone to feel empowered, engaged and enabled. To create opportunities to move forward, climb higher and push for more. We believe in fueling ambition and guiding success. In supporting everyone with talent and drive to own what they do, realize their potential, and build a brilliant future for themselves at Bakkavor. What we do. This particular role is at our Bakkavor Meals site in Park Royal - West London. Split across 3 factories and 1 distribution centre. The factories make chilled ready meals, houmous dips, deli products & savoury accompaniments and employs over 2,000 people. About the role. To develop and implement a sector SHE strategy, aligned to the Group SHE strategy, in partnership with the sector leadership team. Act as a specialist adviser to the sector leadership and SHE teams to ensure that each business unit has a robust SHE plan to achieve compliance with all relevant SHE legislation and Group SHE standards. Site SHE plans should be aligned to the Sector/Group SHE strategy. Establish a high engagement SHE culture where colleagues take responsibility for their own health and safety at work as well as the health and safety of their colleagues. Actively contributes to the delivery of the Group SHE strategy as a member of the SHE Forum . Accountabilities: SHE strategy: Develop a Sector SHE strategy that promotes health, safety and environmental best practice, factoring in business requirements and alignment with the Group SHE Strategy. Operational SHE Standards: As a SHE leader, contribute to the design of SHE standards for the Group and lead the operational implementation of these at sector level. Develop and recommend policies, standards, procedures and systems to ensure compliance with Bakkavor SHE standards and legislative requirements. Legal compliance: Monitor, evaluate and review existing, new and upcoming health and safety legislation to ensure sector wide compliance with all relevant legal requirements. Root cause analysis: Evaluate accident and incident investigation reports to ensure that root causes have been identified and corrective actions implemented to eliminate or mitigate future occurrence. Ensure that key learnings are shared within UK operational business units. Continuous improvement : Work proactively with Operational leadership teams to establish and maintain a programme of continuous improvement in the management of health, safety and the environment across the sector. SHE Governance audits: Conducts periodical audits including key risks, risk assessments, safe systems of work and incident management systems in conjunction with the Operational leadership team. Ensure that action plans with SMART objectives are established to address any issues that are identified. SHE professional development: Partner with Operational leaders to coach and develop SHE professionals, ensuring that each SHE professional has a robust personal development plan in place. About you. NEBOSH LEVEL 6 Diploma in Occupational Safety and Health, NEBOSH Diploma in Environmental Management or equivalent. Experience within FMCG, food manufacturing or a similar industry Experience interacting with enforcement bodies and authorities Ability to influence key stakeholders at all levels in the organisation Proven change management experience The ability to present information coherently, accurately, and persuasively What you'll receive. As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. Life Assurance (2.5 x salary) Private medical insurance (employee & family cover) £8,400 p/a Car allowance Annual Bonus Scheme 25 days holiday plus 8 bank holidays as standard (may vary by role) Staff Shop Stakeholder Pension Scheme Discount & cashback platform Personal Accident Insurance Free health check Employee Assistance Programme A range of voluntary benefits (holiday purchase scheme, additional life assurance, dental & hospital cash plans) Salary sacrifice car lease scheme Free independent mortgage advice Discounted tutoring for children Access to financial learning tools and affordable loans via your salary Free car parking - Site dependant Proud to be Bakkavor. We're proud to be the market leader in the UK fresh prepared food industry. We're proud to supply meals, salads, desserts, pizza and bread to leading grocery retailers including Tesco, M&S, Sainsbury's and Waitrose. We're driven by the hard work and passion of our people and are delighted to offer a wide range of careers across our business - come and join our dedicated Bakkavor team! Find out more and apply.
Sep 04, 2025
Full time
Sector SHE Lead (Meals) We drive our own success. Competitive salary Up to 20% bonus, Private Healthcare, MyBargains discount platform and more. Location - Meals London or Sutton Bridge Ways of working- Fully site based Monday - Friday 8.30am -5pm Permanent role Why join us? We're constantly evolving, progressing, and diversifying. And we want our people to do so too. For everyone to feel empowered, engaged and enabled. To create opportunities to move forward, climb higher and push for more. We believe in fueling ambition and guiding success. In supporting everyone with talent and drive to own what they do, realize their potential, and build a brilliant future for themselves at Bakkavor. What we do. This particular role is at our Bakkavor Meals site in Park Royal - West London. Split across 3 factories and 1 distribution centre. The factories make chilled ready meals, houmous dips, deli products & savoury accompaniments and employs over 2,000 people. About the role. To develop and implement a sector SHE strategy, aligned to the Group SHE strategy, in partnership with the sector leadership team. Act as a specialist adviser to the sector leadership and SHE teams to ensure that each business unit has a robust SHE plan to achieve compliance with all relevant SHE legislation and Group SHE standards. Site SHE plans should be aligned to the Sector/Group SHE strategy. Establish a high engagement SHE culture where colleagues take responsibility for their own health and safety at work as well as the health and safety of their colleagues. Actively contributes to the delivery of the Group SHE strategy as a member of the SHE Forum . Accountabilities: SHE strategy: Develop a Sector SHE strategy that promotes health, safety and environmental best practice, factoring in business requirements and alignment with the Group SHE Strategy. Operational SHE Standards: As a SHE leader, contribute to the design of SHE standards for the Group and lead the operational implementation of these at sector level. Develop and recommend policies, standards, procedures and systems to ensure compliance with Bakkavor SHE standards and legislative requirements. Legal compliance: Monitor, evaluate and review existing, new and upcoming health and safety legislation to ensure sector wide compliance with all relevant legal requirements. Root cause analysis: Evaluate accident and incident investigation reports to ensure that root causes have been identified and corrective actions implemented to eliminate or mitigate future occurrence. Ensure that key learnings are shared within UK operational business units. Continuous improvement : Work proactively with Operational leadership teams to establish and maintain a programme of continuous improvement in the management of health, safety and the environment across the sector. SHE Governance audits: Conducts periodical audits including key risks, risk assessments, safe systems of work and incident management systems in conjunction with the Operational leadership team. Ensure that action plans with SMART objectives are established to address any issues that are identified. SHE professional development: Partner with Operational leaders to coach and develop SHE professionals, ensuring that each SHE professional has a robust personal development plan in place. About you. NEBOSH LEVEL 6 Diploma in Occupational Safety and Health, NEBOSH Diploma in Environmental Management or equivalent. Experience within FMCG, food manufacturing or a similar industry Experience interacting with enforcement bodies and authorities Ability to influence key stakeholders at all levels in the organisation Proven change management experience The ability to present information coherently, accurately, and persuasively What you'll receive. As an equal opportunity employer, we're committed to providing a safe and rewarding environment for you to thrive in. This is why we work hard to deliver benefits, rewards and wellbeing offerings that are important to you. Life Assurance (2.5 x salary) Private medical insurance (employee & family cover) £8,400 p/a Car allowance Annual Bonus Scheme 25 days holiday plus 8 bank holidays as standard (may vary by role) Staff Shop Stakeholder Pension Scheme Discount & cashback platform Personal Accident Insurance Free health check Employee Assistance Programme A range of voluntary benefits (holiday purchase scheme, additional life assurance, dental & hospital cash plans) Salary sacrifice car lease scheme Free independent mortgage advice Discounted tutoring for children Access to financial learning tools and affordable loans via your salary Free car parking - Site dependant Proud to be Bakkavor. We're proud to be the market leader in the UK fresh prepared food industry. We're proud to supply meals, salads, desserts, pizza and bread to leading grocery retailers including Tesco, M&S, Sainsbury's and Waitrose. We're driven by the hard work and passion of our people and are delighted to offer a wide range of careers across our business - come and join our dedicated Bakkavor team! Find out more and apply.
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Sep 03, 2025
Full time
ADMINISTRATOR - Employee Benefits, Group Life & Group Pensions LOCATION : Manchester SALARY: , Depending on Experience Ranked in the top 50 Financial Advisers, our client is an Award-Winning Firm of Independent Financial Advisers. With an established reputation for dealing in all areas of Financial Planning, our client is now looking to recruit an additional Administrator to join their Practice in Central Manchester. Forming part of the Employee Benefits Team the successful Candidate will be responsible for providing first class Administration Support to the department where you will work together with a team of Financial Advisers and Paraplanners. Providing Corporate Clients with a positive and professional experience, the successful Candidate will offer a highly technical support service in which you will be responsible for; " Process new business for Auto Enrolment, GPP's and Risk Schemes " Inputting all new business into the Back Office System - Intelliflow " Dealing with any leavers / joiners to Schemes " Dealing with any Claims on Risk & Pension Schemes " Sending Letters of Authority to Insurance Providers " Request member data for Scheme Renewals " Collate member data and request quotes " Checking and issuing Policy documents " Drafting of reports for Scheme Advisors " Answering incoming calls and liaising with Clients / Providers / Third Parties " Dealing with all incoming and outgoing post Candidates applying for the role will ideally come from an IFA Practice, however this is not essential. Those from a PMI provider may be considered too. You must be an excellent communicator, have a strong ability to work as part of a team, and will be extremely well presented. REF: NJR16036
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Sep 02, 2025
Full time
Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well known, award winning and trusted name, there has never been a better time to join them than now. Main duties: Preparing preapproval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team Understand and apply all of the company s research systems Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credentials will you have? Strong written and verbal communication skills Good organisation skills Confident using Microsoft Office products and the ability to learn new systems and processes Good working knowledge/experience of the financial services industry and suitability reports Comprehensive knowledge of a wide range of financial products and services. Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied. Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice Good track record in delivering customer satisfaction. Minimum Level 4 Diploma qualified Benefits of joining the business 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension Discretionary, up 10% company annual bonus Progression Hybrid/Work from home Full support for further professional qualifications, CPD A very generous salary dependent on experience is being offered, company bonus, excellent benefitsas well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates. Home/office hybrid working is also fully supported. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
Sep 02, 2025
Full time
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity? A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within. Benefits: Either full time or 5x shorter days Office based for first 6months, then hybrid (3days in the office) Competitive salary - Up to 35,000 Pension contribution Competitive productivity bonus, in which all team members are included Group Death in Service Private Medical Insurance Increasing annually with service, up to 27 days, plus bank holidays To be considered for this adviser support opportunity: Previous experience in a Financial Services Administration role Excellent communication, interpersonal and organisational skills Experience using IT Systems and Software, including platform/provider websites and portals Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
We are currently seeking a Finance Manager to join a rapidly expanding business, with an impressive track record of performance. This is the first time this role will be in houseas previously this role has been outsourced so this is a very rare opportunity to build and shape this role from the ground up. This role is based in Bolton 3 days per week., 2 days from home. What you will do Close month-end by WD5 and deliver a clear WD7 board pack Run a live 13-week cash-flow and chair a weekly cash meeting Lead WIP, revenue recognition and project margin tracking Improve working capital through collections, supplier terms and stock discipline Prepare year-end files and support investor due diligence Banking: manage our day-to-day banking relationship (facilities, covenant/KPI reporting, KYC updates, mandates and user access; merchant services) HR liaison: oversee payroll timetable and accuracy, starters/leavers, benefits reporting and holiday pay accruals; support People/HR with finance data for policies and ER processes Compliance: ensure timely VAT/PAYE/pensions filings, maintain finance GDPR controls, coordinate insurance renewals and basic company secretarial filings with advisers Lead and develop a small finance team; improve processes and MI Manage a small finance team: Purchase Ledger, Sales Ledger and Credit Control About you ACA, ACCA or CIMA qualified with strong SME experience Track record in cash forecasting, working capital and project accounting Confident dealing with banks and external advisers; comfortable with payroll/HR touchpoints and core compliance Strong Excel and BI skills (Zoho experience is a plus) Nice to have Experience with leasing/asset-finance paperwork, banking and funders Built a WD5/WD7 reporting in previous roles Package and benefits 50,000 to 55,000 base Up to 10% bonus linked to WD5/WD7 delivery, cash-flow forecast accuracy and DSO improvement Pension, 28 days holiday plus bank holidays Hybrid working 3 days on site Clear progression as the business scales If you have the relevant experience and qualifications, and you want to join a growing company in a brand new role that you can really make your own- then apply online now.
Sep 02, 2025
Full time
We are currently seeking a Finance Manager to join a rapidly expanding business, with an impressive track record of performance. This is the first time this role will be in houseas previously this role has been outsourced so this is a very rare opportunity to build and shape this role from the ground up. This role is based in Bolton 3 days per week., 2 days from home. What you will do Close month-end by WD5 and deliver a clear WD7 board pack Run a live 13-week cash-flow and chair a weekly cash meeting Lead WIP, revenue recognition and project margin tracking Improve working capital through collections, supplier terms and stock discipline Prepare year-end files and support investor due diligence Banking: manage our day-to-day banking relationship (facilities, covenant/KPI reporting, KYC updates, mandates and user access; merchant services) HR liaison: oversee payroll timetable and accuracy, starters/leavers, benefits reporting and holiday pay accruals; support People/HR with finance data for policies and ER processes Compliance: ensure timely VAT/PAYE/pensions filings, maintain finance GDPR controls, coordinate insurance renewals and basic company secretarial filings with advisers Lead and develop a small finance team; improve processes and MI Manage a small finance team: Purchase Ledger, Sales Ledger and Credit Control About you ACA, ACCA or CIMA qualified with strong SME experience Track record in cash forecasting, working capital and project accounting Confident dealing with banks and external advisers; comfortable with payroll/HR touchpoints and core compliance Strong Excel and BI skills (Zoho experience is a plus) Nice to have Experience with leasing/asset-finance paperwork, banking and funders Built a WD5/WD7 reporting in previous roles Package and benefits 50,000 to 55,000 base Up to 10% bonus linked to WD5/WD7 delivery, cash-flow forecast accuracy and DSO improvement Pension, 28 days holiday plus bank holidays Hybrid working 3 days on site Clear progression as the business scales If you have the relevant experience and qualifications, and you want to join a growing company in a brand new role that you can really make your own- then apply online now.
Exchange Street Executive Search
Bristol, Gloucestershire
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Sep 02, 2025
Full time
Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Sep 02, 2025
Full time
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Harrogate / Hybrid Working Client Support Admin Full-time Permanent Hybrid Are you an experienced client support professional with a background in financial services? We're working with a rapidly growing, private equity-backed wealth management group that's reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion. About the Company Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK. The Role As a Client Support Executive , you'll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You'll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience. Key Responsibilities Prepare documentation and reports for client review meetings. Maintain and update client records using internal systems. Liaise with product providers to obtain and verify plan information. Validate fund data, unit balances, and income expectations. Collate costs and charges, including adviser fees and fund-based income. Produce valuation reports and supporting documentation using templates. Assist with new business processing and application submissions. Respond to client and provider queries via phone and email. Ensure compliance with internal procedures and FCA regulations. Support advisers with research and documentation for investment comparisons. Contribute to continuous improvement by identifying process enhancements. What We're Looking For Previous experience in a client support or admin role within financial services. Strong understanding of financial products, platforms, and regulatory requirements. Excellent communication and organisational skills. High attention to detail and accuracy. Proficiency with CRM systems and Microsoft Office. Desirable Attributes Customer-focused with a proactive approach to service delivery. Team player with a collaborative mindset. Comfortable working in a fast-paced, evolving environment. Willingness to engage in ongoing training and development. Benefits Competitive salary Hybrid working model 25 days annual leave (plus buy/sell options) Private medical insurance Enhanced pension scheme Life assurance & health cash plan Discretionary performance bonus Employee Assistance Programme Office closure over Christmas
Sep 01, 2025
Full time
Harrogate / Hybrid Working Client Support Admin Full-time Permanent Hybrid Are you an experienced client support professional with a background in financial services? We're working with a rapidly growing, private equity-backed wealth management group that's reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion. About the Company Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK. The Role As a Client Support Executive , you'll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You'll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience. Key Responsibilities Prepare documentation and reports for client review meetings. Maintain and update client records using internal systems. Liaise with product providers to obtain and verify plan information. Validate fund data, unit balances, and income expectations. Collate costs and charges, including adviser fees and fund-based income. Produce valuation reports and supporting documentation using templates. Assist with new business processing and application submissions. Respond to client and provider queries via phone and email. Ensure compliance with internal procedures and FCA regulations. Support advisers with research and documentation for investment comparisons. Contribute to continuous improvement by identifying process enhancements. What We're Looking For Previous experience in a client support or admin role within financial services. Strong understanding of financial products, platforms, and regulatory requirements. Excellent communication and organisational skills. High attention to detail and accuracy. Proficiency with CRM systems and Microsoft Office. Desirable Attributes Customer-focused with a proactive approach to service delivery. Team player with a collaborative mindset. Comfortable working in a fast-paced, evolving environment. Willingness to engage in ongoing training and development. Benefits Competitive salary Hybrid working model 25 days annual leave (plus buy/sell options) Private medical insurance Enhanced pension scheme Life assurance & health cash plan Discretionary performance bonus Employee Assistance Programme Office closure over Christmas
A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development. As a Paraplanner, you'll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You'll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients. Key Responsibilities: Produce accurate and compliant suitability reports across a range of advice areas Conduct in-depth research and analysis to support financial planning recommendations Liaise closely with Advisers, clients, and providers to ensure a seamless service Maintain up-to-date knowledge of financial products, legislation, and industry best practices Contribute to the ongoing development and improvement of internal processes What we're looking for: Previous experience working as a Paraplanner within a financial planning or wealth management environment Level 4 Diploma qualified (or close to completion) Strong technical knowledge across pensions, investments, and protection Excellent written and verbal communication skills A collaborative team player with great attention to detail What's on offer: Salary up to £47,000 (dependent on experience) 28 days holiday (plus bank holidays) Life assurance Private Medical Insurance (PMI) Excellent pension scheme Dental cover Discretionary annual bonus Full exam support towards professional qualifications Hybrid working - 3 days in the office, 2 from home This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.
Sep 01, 2025
Full time
A highly regarded wealth management firm is looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to become part of a supportive and forward-thinking business that invests in its people and encourages long-term career development. As a Paraplanner, you'll work closely with Financial Advisers and the wider team to deliver high-quality, compliant financial planning support. You'll play a key role in preparing detailed suitability reports, conducting research, and ensuring the smooth delivery of advice to clients. Key Responsibilities: Produce accurate and compliant suitability reports across a range of advice areas Conduct in-depth research and analysis to support financial planning recommendations Liaise closely with Advisers, clients, and providers to ensure a seamless service Maintain up-to-date knowledge of financial products, legislation, and industry best practices Contribute to the ongoing development and improvement of internal processes What we're looking for: Previous experience working as a Paraplanner within a financial planning or wealth management environment Level 4 Diploma qualified (or close to completion) Strong technical knowledge across pensions, investments, and protection Excellent written and verbal communication skills A collaborative team player with great attention to detail What's on offer: Salary up to £47,000 (dependent on experience) 28 days holiday (plus bank holidays) Life assurance Private Medical Insurance (PMI) Excellent pension scheme Dental cover Discretionary annual bonus Full exam support towards professional qualifications Hybrid working - 3 days in the office, 2 from home This is an excellent opportunity with a well-established and respected firm offering long-term progression and a strong package of benefits. If you're a Paraplanner looking for your next step in a dynamic and professional environment, we'd love to hear from you.
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Sep 01, 2025
Full time
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 01, 2025
Full time
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 01, 2025
Full time
My client is a national award winning financial advice firm.An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a Financial Adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases. This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
What you need to bring to the table as a Regional Mortgage Adviser CeMAP qualification or industry equivalent with a minimum of 2 years Mortgage Broker experience Proven track record of success and knowledge within Financial Services, specialising in mortgage and protection advice within an Estate Agency setting Excellent understanding of your local market movement, activities and competitors A reputation for delivering outstanding customer service Enthusiasm to learn and continuously develop your knowledge and skills Passionate about Just Mortgages, our values and processes A hunger to earn. A drive to work hard and reap the rewards from your dedication As an experienced Regional Mortgage Adviser, we would expect you to; be able to self-generate and maintain your own client relationships and business, maximise on community opportunities and thrive within a challenging yet stimulating environment What's on offer to you Basic annual salary £22,000 - £28,000 depending on your experience + guaranteed monthly amount whilst you build your pipeline for up to 6 months Uncapped commission scheme Mortgages Protection sold Legal sign ups Refer a landlord Land and New Homes referral and sale Homebuyer report referrals A Company Car on your 1st day or £250 monthly car allowance Company laptop provided with use of industry leading mortgage software Joining the appointed representative of Openwork, accessing a panel of over 50 lenders Dedicated training and coaching to support your ongoing development from your Divisional Sales Director and business support functions; Training Team, Compliance, Admin Department and in-branch team A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you progress to the next level Are you good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Wanting, no, needing , to do an excellent job, not just for you. The WIN! WIN! WIN! for you, the team, but most importantly your customer The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full CeMAP qualification or industry equivalent Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Drivers Licence Check Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Sep 01, 2025
Full time
What you need to bring to the table as a Regional Mortgage Adviser CeMAP qualification or industry equivalent with a minimum of 2 years Mortgage Broker experience Proven track record of success and knowledge within Financial Services, specialising in mortgage and protection advice within an Estate Agency setting Excellent understanding of your local market movement, activities and competitors A reputation for delivering outstanding customer service Enthusiasm to learn and continuously develop your knowledge and skills Passionate about Just Mortgages, our values and processes A hunger to earn. A drive to work hard and reap the rewards from your dedication As an experienced Regional Mortgage Adviser, we would expect you to; be able to self-generate and maintain your own client relationships and business, maximise on community opportunities and thrive within a challenging yet stimulating environment What's on offer to you Basic annual salary £22,000 - £28,000 depending on your experience + guaranteed monthly amount whilst you build your pipeline for up to 6 months Uncapped commission scheme Mortgages Protection sold Legal sign ups Refer a landlord Land and New Homes referral and sale Homebuyer report referrals A Company Car on your 1st day or £250 monthly car allowance Company laptop provided with use of industry leading mortgage software Joining the appointed representative of Openwork, accessing a panel of over 50 lenders Dedicated training and coaching to support your ongoing development from your Divisional Sales Director and business support functions; Training Team, Compliance, Admin Department and in-branch team A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you progress to the next level Are you good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Wanting, no, needing , to do an excellent job, not just for you. The WIN! WIN! WIN! for you, the team, but most importantly your customer The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full CeMAP qualification or industry equivalent Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Drivers Licence Check Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Exchange Street Claims & Financial Services
Redcar, Yorkshire
Balance. All people want is a balance between the work they put in and the rewards they get out. At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.Not here. At this financial planning firm they get the balance right. They'll be clear with you from the outset about what you'll inherit and what you need to do. For this vacancy that means 90-100 client households and c£175,000 of ongoing fees. There's a 3.5 x validation of salary so from day one, you know what you're walking into. True your client bank will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients. On top of the generous bonus you 'll get a good starting salary befitting someone with your knowledge (£50,000 - £75,000 depending on experience/qualifications). There's also: 25 days annual leave A day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance On top of that you'll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork. WHAT YOU'LL NEED:You'll need to be a level 4 adviser with 18-24 months post-CAS experience. You'll have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.Clients are on Teesside along with your local office, so you'll live in the area. -Looking for balance, a company that treats you fairly? Click apply and we'll tell you everything you need to know.If you don't have a CV don't worry. Send us contact details and we can come to the CV later.Everyone will get a response.
Sep 01, 2025
Full time
Balance. All people want is a balance between the work they put in and the rewards they get out. At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.Not here. At this financial planning firm they get the balance right. They'll be clear with you from the outset about what you'll inherit and what you need to do. For this vacancy that means 90-100 client households and c£175,000 of ongoing fees. There's a 3.5 x validation of salary so from day one, you know what you're walking into. True your client bank will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients. On top of the generous bonus you 'll get a good starting salary befitting someone with your knowledge (£50,000 - £75,000 depending on experience/qualifications). There's also: 25 days annual leave A day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance On top of that you'll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork. WHAT YOU'LL NEED:You'll need to be a level 4 adviser with 18-24 months post-CAS experience. You'll have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.Clients are on Teesside along with your local office, so you'll live in the area. -Looking for balance, a company that treats you fairly? Click apply and we'll tell you everything you need to know.If you don't have a CV don't worry. Send us contact details and we can come to the CV later.Everyone will get a response.
Job Title: Senior Mortgage & Protection Adviser Location: Gloucestershire (Cheltenham Head Office - Hybrid Working Available) Employment Type: Full-Time, Permanent About the Role We are working with a well-established, privately owned financial planning firm who is seeking an experienced and commercially astute Senior Mortgage Adviser to join their team. This is a key role for an ambitious mortgage professional who wants to take the lead on mortgage and protection advice within a successful and growing business. The position offers a high degree of autonomy, enabling you to manage your own caseload while also acting as the senior authority on mortgage strategy and advice. You'll work closely with Financial Planners and another Mortgage Planner to deliver tailored mortgage and protection solutions to a loyal client base, while also driving business growth in this area. This is an employed position offering a competitive base salary, performance-related bonus, and an excellent benefits package. You will be based in Cheltenham, with the flexibility to work from home and attend client meetings across Gloucestershire. Key Responsibilities Provide expert, independent mortgage and protection advice tailored to clients' needs and objectives. Build long-term, trusted relationships with clients, colleagues, and key stakeholders. Lead on mortgage strategy and best practice within the business, acting as the senior subject matter expert. Collaborate with Financial Planners to identify opportunities and ensure a seamless client experience. Prepare thoroughly for client meetings and produce compliant, timely documentation. Keep up to date with market developments, regulatory changes, and product innovation. Manage the full mortgage application process, guiding clients from start to finish. Maintain strong relationships with lenders, estate agents, and other professional partners. Essential Skills & Experience CeMAP or CII Certificate in Mortgage Advice (or equivalent). Protection qualification with current authorisation to advise. Proven experience delivering mortgage and protection advice. Excellent communication skills with the ability to simplify complex information. Strong commercial awareness and in-depth understanding of the UK mortgage market. Highly organised, detail-oriented, and self-motivated. Confident using IT systems and comfortable working in a hybrid environment. Desirable Skills & Experience Certificate in Regulated Equity Release (CeRER) or equivalent. Experience advising on equity release products. Salary & Benefits Competitive base salary (negotiable depending on experience) Excellent bonus scheme 8% non-contributory pension scheme Private medical insurance Cashplan Income protection Critical illness cover Death in service benefit Parking allowance Generous holiday allowance (increasing with length of service) If you're an experienced Mortgage Adviser ready to step into a senior role with influence, autonomy, and excellent long-term prospects, we'd love to hear from you.
Sep 01, 2025
Full time
Job Title: Senior Mortgage & Protection Adviser Location: Gloucestershire (Cheltenham Head Office - Hybrid Working Available) Employment Type: Full-Time, Permanent About the Role We are working with a well-established, privately owned financial planning firm who is seeking an experienced and commercially astute Senior Mortgage Adviser to join their team. This is a key role for an ambitious mortgage professional who wants to take the lead on mortgage and protection advice within a successful and growing business. The position offers a high degree of autonomy, enabling you to manage your own caseload while also acting as the senior authority on mortgage strategy and advice. You'll work closely with Financial Planners and another Mortgage Planner to deliver tailored mortgage and protection solutions to a loyal client base, while also driving business growth in this area. This is an employed position offering a competitive base salary, performance-related bonus, and an excellent benefits package. You will be based in Cheltenham, with the flexibility to work from home and attend client meetings across Gloucestershire. Key Responsibilities Provide expert, independent mortgage and protection advice tailored to clients' needs and objectives. Build long-term, trusted relationships with clients, colleagues, and key stakeholders. Lead on mortgage strategy and best practice within the business, acting as the senior subject matter expert. Collaborate with Financial Planners to identify opportunities and ensure a seamless client experience. Prepare thoroughly for client meetings and produce compliant, timely documentation. Keep up to date with market developments, regulatory changes, and product innovation. Manage the full mortgage application process, guiding clients from start to finish. Maintain strong relationships with lenders, estate agents, and other professional partners. Essential Skills & Experience CeMAP or CII Certificate in Mortgage Advice (or equivalent). Protection qualification with current authorisation to advise. Proven experience delivering mortgage and protection advice. Excellent communication skills with the ability to simplify complex information. Strong commercial awareness and in-depth understanding of the UK mortgage market. Highly organised, detail-oriented, and self-motivated. Confident using IT systems and comfortable working in a hybrid environment. Desirable Skills & Experience Certificate in Regulated Equity Release (CeRER) or equivalent. Experience advising on equity release products. Salary & Benefits Competitive base salary (negotiable depending on experience) Excellent bonus scheme 8% non-contributory pension scheme Private medical insurance Cashplan Income protection Critical illness cover Death in service benefit Parking allowance Generous holiday allowance (increasing with length of service) If you're an experienced Mortgage Adviser ready to step into a senior role with influence, autonomy, and excellent long-term prospects, we'd love to hear from you.
Job Title: Junior Financial Planner Location: Southampton Salary: £40,000 Quarterly Bonus's The Company: An established Independent Financial Planning firm with a fantastic reputation is now looking for a Financial Adviser to join their growing team. Our client offers fully independent advice on Pensions, Investments, Insurance and Mortgage as well and have a team of advisers qualified in areas such as Pension Transfers, Equity release and Long-Term Care. A very friendly team who focus on providing a Client focused approach to Financial Advice and finding every client the right financial solution. This is an excellent opportunity for someone to work with existing clients, with leads provided as well as other benefits such as full paraplanning and admin support. This position will suit a driven financial planning professional, who is ambitious and looking to progress their career with a supportive company behind them every step of the way. Responsibilities: - Provide an excellent service to existing clients by providing tailored advice - To develop new lead sources by building professional and long-lasting relationships and generating new business - Building a presence in the area and building on any existing client banks - Contribute to the growth of the organisation The Required Skills: - Level 4 Diploma qualified in Financial Planning or equivalent (Chartered Desirable) - Competent Adviser Status (desirable) - Proven track record of writing new business and building new relationships - Proactive and driven To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Sep 01, 2025
Full time
Job Title: Junior Financial Planner Location: Southampton Salary: £40,000 Quarterly Bonus's The Company: An established Independent Financial Planning firm with a fantastic reputation is now looking for a Financial Adviser to join their growing team. Our client offers fully independent advice on Pensions, Investments, Insurance and Mortgage as well and have a team of advisers qualified in areas such as Pension Transfers, Equity release and Long-Term Care. A very friendly team who focus on providing a Client focused approach to Financial Advice and finding every client the right financial solution. This is an excellent opportunity for someone to work with existing clients, with leads provided as well as other benefits such as full paraplanning and admin support. This position will suit a driven financial planning professional, who is ambitious and looking to progress their career with a supportive company behind them every step of the way. Responsibilities: - Provide an excellent service to existing clients by providing tailored advice - To develop new lead sources by building professional and long-lasting relationships and generating new business - Building a presence in the area and building on any existing client banks - Contribute to the growth of the organisation The Required Skills: - Level 4 Diploma qualified in Financial Planning or equivalent (Chartered Desirable) - Competent Adviser Status (desirable) - Proven track record of writing new business and building new relationships - Proactive and driven To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
Self-Employed Financial Adviser London - (Remote) with monthly office visits requiredOpportunity to join a large Financial Services firm, working within their established self-employed team, where the majority of individuals are earning more than they did previously. About the Company: 51 Advisers + 7 Junior Advisers currently in the network 30 Advisers earning over £250K annually Multiple Advisers earning 7-figure incomes A proven track record of helping advisers significantly increase their earnings and client satisfaction About the Role: We are seeking experienced and highly driven Self-Employed Financial Advisers. This is an opportunity to join a thriving and supportive advisory firm without restrictive targets, while benefiting from comprehensive back-office support and a competitive remuneration structure. You will have the autonomy to manage your own clients, focus on building long-term relationships, and grow your business at your own pace - all while enjoying the backing of an established and highly successful financial advice network. Advisers we are looking for: Have an existing client book of at least £20 million AUM Are not currently paid adequately on their ongoing business May be considering selling their business but want to retain and continue servicing their clients Value work-life balance, autonomy, and a no-pressure environment What is on offer: No sales targets - work without pressure Full operational support including systems, laptop, administrators, paraplanners, and insurance cover Business planning assistance to help you focus on client acquisition and long-term growth Flexible working - operate remotely with just one monthly office visit to London Salary: 40% of all revenue up to the first £250K annually (paid monthly) An additional 12.5% on revenue over £250K (paid every 6 months) Ongoing earnings from both your existing book and any new business This is a fantastic opportunity to earn more money, doing the same role! Get in touch if you want to discuss further
Sep 01, 2025
Full time
Self-Employed Financial Adviser London - (Remote) with monthly office visits requiredOpportunity to join a large Financial Services firm, working within their established self-employed team, where the majority of individuals are earning more than they did previously. About the Company: 51 Advisers + 7 Junior Advisers currently in the network 30 Advisers earning over £250K annually Multiple Advisers earning 7-figure incomes A proven track record of helping advisers significantly increase their earnings and client satisfaction About the Role: We are seeking experienced and highly driven Self-Employed Financial Advisers. This is an opportunity to join a thriving and supportive advisory firm without restrictive targets, while benefiting from comprehensive back-office support and a competitive remuneration structure. You will have the autonomy to manage your own clients, focus on building long-term relationships, and grow your business at your own pace - all while enjoying the backing of an established and highly successful financial advice network. Advisers we are looking for: Have an existing client book of at least £20 million AUM Are not currently paid adequately on their ongoing business May be considering selling their business but want to retain and continue servicing their clients Value work-life balance, autonomy, and a no-pressure environment What is on offer: No sales targets - work without pressure Full operational support including systems, laptop, administrators, paraplanners, and insurance cover Business planning assistance to help you focus on client acquisition and long-term growth Flexible working - operate remotely with just one monthly office visit to London Salary: 40% of all revenue up to the first £250K annually (paid monthly) An additional 12.5% on revenue over £250K (paid every 6 months) Ongoing earnings from both your existing book and any new business This is a fantastic opportunity to earn more money, doing the same role! Get in touch if you want to discuss further
R & R SPECIALIST RECRUITMENT LTD
Bromsgrove, Worcestershire
Commercial Insurance Development Executive Location : Bromsgrove, Worcestershire Hours : Full-time, 37.5 hours per week (Monday to Friday, 9:00am 5:00pm) Salary : £30,000 £40,000 (dependent on experience) We re hiring a Commercial Insurance Development Executive to drive client growth and retention across a diverse commercial portfolio. Are you a motivated insurance professional ready to step up? Join us as a Commercial Insurance Development Executive and take ownership of a client book while developing new business across the UK. As a Commercial Insurance Development Executive, you will be a key adviser delivering tailored solutions and trusted service to SMEs and larger clients alike. Key Responsibilities Manage inbound/outbound calls and maintain a high-quality service standard. Identify, recommend, and place suitable insurance solutions. Build strong relationships with clients, insurers, and underwriters. Negotiate competitive terms and deliver peace of mind. Maintain FCA compliance and internal standards. Spot cross-sell and referral opportunities. We re looking for a Commercial Insurance Development Executive with: Proven commercial insurance experience Excellent communication and negotiation skills Strong organisation and attention to detail A target-driven yet client-first mindset The ability to build long-term relationships In return, we offer a clear development path for a Commercial Insurance Development Executive with ambition. What s in It for You? Competitive Salary £30,000 to £40,000 plus incentives Benefits Pension, employee support services, and likely private health cover Career Progression Support with CII and promotion opportunities Great Culture Friendly, forward-thinking, and collaborative team Free Parking On-site, with easy office access This Commercial Insurance Development Executive role is ideal for someone ready to grow their career and their client base. Apply now and make your mark.
Sep 01, 2025
Full time
Commercial Insurance Development Executive Location : Bromsgrove, Worcestershire Hours : Full-time, 37.5 hours per week (Monday to Friday, 9:00am 5:00pm) Salary : £30,000 £40,000 (dependent on experience) We re hiring a Commercial Insurance Development Executive to drive client growth and retention across a diverse commercial portfolio. Are you a motivated insurance professional ready to step up? Join us as a Commercial Insurance Development Executive and take ownership of a client book while developing new business across the UK. As a Commercial Insurance Development Executive, you will be a key adviser delivering tailored solutions and trusted service to SMEs and larger clients alike. Key Responsibilities Manage inbound/outbound calls and maintain a high-quality service standard. Identify, recommend, and place suitable insurance solutions. Build strong relationships with clients, insurers, and underwriters. Negotiate competitive terms and deliver peace of mind. Maintain FCA compliance and internal standards. Spot cross-sell and referral opportunities. We re looking for a Commercial Insurance Development Executive with: Proven commercial insurance experience Excellent communication and negotiation skills Strong organisation and attention to detail A target-driven yet client-first mindset The ability to build long-term relationships In return, we offer a clear development path for a Commercial Insurance Development Executive with ambition. What s in It for You? Competitive Salary £30,000 to £40,000 plus incentives Benefits Pension, employee support services, and likely private health cover Career Progression Support with CII and promotion opportunities Great Culture Friendly, forward-thinking, and collaborative team Free Parking On-site, with easy office access This Commercial Insurance Development Executive role is ideal for someone ready to grow their career and their client base. Apply now and make your mark.
