Job Title: Mortgage Adviser (Newly Qualified) Location: Outskirts of Bury, Gt Manchester. Salary: £25,000 - £29,000 Commission Benefits (OTE £45-50k uncapped) We are looking for a forward-thinking, customer-focused mortgage and protection adviser for a small wealth management practice, committed to supporting clients with expert advice tailored to their needs. As they continue to grow, they are looking for a motivated Newly Qualified Mortgage Adviser to join our expanding team. This is a fantastic opportunity for someone who has recently gained their CeMAP (or equivalent) qualification and is eager to grow their career in financial services. We also welcome established advisers looking to work in a small team environment and happy to promote the protection benefits. The Role As a Mortgage Adviser, you will: Provide tailored mortgage and protection advice to clients. Build strong, lasting relationships with customers through excellent service. Manage the full mortgage application process, ensuring compliance at every step. Adopt a proactive sales mindset to recommend and sell protection benefits and packages that safeguard clients' long-term financial wellbeing. Generate new business opportunities while working with provided leads. Stay up to date with market trends, lender criteria, and regulatory requirements. What We're Looking For CeMAP (or equivalent) qualification - essential. A strong desire to build a long-term career in mortgage advising. Excellent communication and interpersonal skills. Proactive sales ability with a passion for helping clients protect their families, homes, and lifestyles through add-on protection products. Driven, ambitious, and motivated to achieve results. Organised with good attention to detail. Previous sales or customer service experience (desirable but not essential). What is on Offer Warm leads provided, plus the tools to develop your own client base. Competitive salary with uncapped commission potential. Career progression opportunities within a growing business. Supportive team culture with mentoring from experienced advisers. Free local parking How to Apply If you're newly qualified and ready to kickstart your career as a Mortgage Adviser - with the drive to sell protection packages that truly add value to clients' lives - we'd love to hear from you.
Sep 05, 2025
Full time
Job Title: Mortgage Adviser (Newly Qualified) Location: Outskirts of Bury, Gt Manchester. Salary: £25,000 - £29,000 Commission Benefits (OTE £45-50k uncapped) We are looking for a forward-thinking, customer-focused mortgage and protection adviser for a small wealth management practice, committed to supporting clients with expert advice tailored to their needs. As they continue to grow, they are looking for a motivated Newly Qualified Mortgage Adviser to join our expanding team. This is a fantastic opportunity for someone who has recently gained their CeMAP (or equivalent) qualification and is eager to grow their career in financial services. We also welcome established advisers looking to work in a small team environment and happy to promote the protection benefits. The Role As a Mortgage Adviser, you will: Provide tailored mortgage and protection advice to clients. Build strong, lasting relationships with customers through excellent service. Manage the full mortgage application process, ensuring compliance at every step. Adopt a proactive sales mindset to recommend and sell protection benefits and packages that safeguard clients' long-term financial wellbeing. Generate new business opportunities while working with provided leads. Stay up to date with market trends, lender criteria, and regulatory requirements. What We're Looking For CeMAP (or equivalent) qualification - essential. A strong desire to build a long-term career in mortgage advising. Excellent communication and interpersonal skills. Proactive sales ability with a passion for helping clients protect their families, homes, and lifestyles through add-on protection products. Driven, ambitious, and motivated to achieve results. Organised with good attention to detail. Previous sales or customer service experience (desirable but not essential). What is on Offer Warm leads provided, plus the tools to develop your own client base. Competitive salary with uncapped commission potential. Career progression opportunities within a growing business. Supportive team culture with mentoring from experienced advisers. Free local parking How to Apply If you're newly qualified and ready to kickstart your career as a Mortgage Adviser - with the drive to sell protection packages that truly add value to clients' lives - we'd love to hear from you.
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Paraplanner role is located for their Uckfield regional hub, one of 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry. Responsibilities Compiling detailed financial planning reports for the Financial Planners to present to clients. Support the Financial Planners by conducting research on products and helping find the right solutions for clients. Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries Arranging for plans to be submitted to company providers. Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements Experience in a financial advice firm and paraplanner skills are essential. Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally. A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Sep 05, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Paraplanner role is located for their Uckfield regional hub, one of 50 national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry. Responsibilities Compiling detailed financial planning reports for the Financial Planners to present to clients. Support the Financial Planners by conducting research on products and helping find the right solutions for clients. Assisting with reviews and requests, acting as a point of contact for our clients technical day-to-day queries Arranging for plans to be submitted to company providers. Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements Experience in a financial advice firm and paraplanner skills are essential. Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally. A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Audit Senior We re working with one of the largest UK payroll providers, leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. Manchester Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £35,000 - £45,000 per annum Benefits: Pension Scheme Secure your future with a comprehensive pension plan. 33 Days Annual Leave Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) Supporting you and your family. Employee Referral Bonus Be rewarded for bringing talent to the team. Employee Benefits Portal Access to cashback and discounts on everyday purchases. Learning & Development Opportunities Continuous support for professional and personal growth. Career Coaching Ongoing career support and development. Birthday Day Off Enjoy a day off on your special day. Enhanced Parental & Family Leave Supporting you through life s important moments. Social Events A chance to connect and unwind with colleagues. Role: An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you re interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Sep 05, 2025
Full time
Audit Senior We re working with one of the largest UK payroll providers, leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. Manchester Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £35,000 - £45,000 per annum Benefits: Pension Scheme Secure your future with a comprehensive pension plan. 33 Days Annual Leave Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) Supporting you and your family. Employee Referral Bonus Be rewarded for bringing talent to the team. Employee Benefits Portal Access to cashback and discounts on everyday purchases. Learning & Development Opportunities Continuous support for professional and personal growth. Career Coaching Ongoing career support and development. Birthday Day Off Enjoy a day off on your special day. Enhanced Parental & Family Leave Supporting you through life s important moments. Social Events A chance to connect and unwind with colleagues. Role: An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you re interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Audit Senior We re working with one of the largest UK payroll providers, leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. Wolverhampton Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £32,000 - £48,000 per annum Benefits: Pension Scheme Secure your future with a comprehensive pension plan. 33 Days Annual Leave Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) Supporting you and your family. Employee Referral Bonus Be rewarded for bringing talent to the team. Employee Benefits Portal Access to cashback and discounts on everyday purchases. Learning & Development Opportunities Continuous support for professional and personal growth. Career Coaching Ongoing career support and development. Birthday Day Off Enjoy a day off on your special day. Enhanced Parental & Family Leave Supporting you through life s important moments. Social Events A chance to connect and unwind with colleagues. Role An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you re interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Sep 05, 2025
Full time
Audit Senior We re working with one of the largest UK payroll providers, leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. Wolverhampton Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £32,000 - £48,000 per annum Benefits: Pension Scheme Secure your future with a comprehensive pension plan. 33 Days Annual Leave Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) Supporting you and your family. Employee Referral Bonus Be rewarded for bringing talent to the team. Employee Benefits Portal Access to cashback and discounts on everyday purchases. Learning & Development Opportunities Continuous support for professional and personal growth. Career Coaching Ongoing career support and development. Birthday Day Off Enjoy a day off on your special day. Enhanced Parental & Family Leave Supporting you through life s important moments. Social Events A chance to connect and unwind with colleagues. Role An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you re interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Audit Senior We're working with one of the largest UK payroll providers and leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. Burnley Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £35,000 - £45,000 per annum To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. About the Role An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas, whilst using a significant degree of your own judgement. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. As your responsibilities continue to develop you will be planning the execution and finalisation of the audit assignments for Partner/Manager review. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. Additional Information: Pension Scheme - Secure your future with a comprehensive pension plan. 33 Days Annual Leave - Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) - Supporting you and your family. Employee Referral Bonus - Be rewarded for bringing talent to the team. Employee Benefits Portal - Access to cashback and discounts on everyday purchases. Learning & Development Opportunities - Continuous support for professional and personal growth. Career Coaching - Ongoing career support and development. Birthday Day Off - Enjoy a day off on your special day. Enhanced Parental & Family Leave - Supporting you through life's important moments. Social Events - A chance to connect and unwind with colleagues. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you're interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Sep 05, 2025
Full time
Audit Senior We're working with one of the largest UK payroll providers and leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. Burnley Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £35,000 - £45,000 per annum To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. About the Role An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas, whilst using a significant degree of your own judgement. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. As your responsibilities continue to develop you will be planning the execution and finalisation of the audit assignments for Partner/Manager review. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. Additional Information: Pension Scheme - Secure your future with a comprehensive pension plan. 33 Days Annual Leave - Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) - Supporting you and your family. Employee Referral Bonus - Be rewarded for bringing talent to the team. Employee Benefits Portal - Access to cashback and discounts on everyday purchases. Learning & Development Opportunities - Continuous support for professional and personal growth. Career Coaching - Ongoing career support and development. Birthday Day Off - Enjoy a day off on your special day. Enhanced Parental & Family Leave - Supporting you through life's important moments. Social Events - A chance to connect and unwind with colleagues. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you're interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Audit Senior We're working with one of the largest UK payroll providers, leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. Birmingham Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £40,000 - £46,000 per annum Benefits: Pension Scheme - Secure your future with a comprehensive pension plan. 33 Days Annual Leave - Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) - Supporting you and your family. Employee Referral Bonus - Be rewarded for bringing talent to the team. Employee Benefits Portal - Access to cashback and discounts on everyday purchases. Learning & Development Opportunities - Continuous support for professional and personal growth. Career Coaching - Ongoing career support and development. Birthday Day Off - Enjoy a day off on your special day. Enhanced Parental & Family Leave - Supporting you through life's important moments. Social Events - A chance to connect and unwind with colleagues. Role: An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you're interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Sep 05, 2025
Full time
Audit Senior We're working with one of the largest UK payroll providers, leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. They are expanding and require talented individuals within Audit and Assurance. To note, our client is very open to negotiations dependent on experience. They often have room to accommodate more senior employees so please still enquire. Birmingham Permanent - Full Time (37.5 hours per week) Hybrid working but must be local to office £40,000 - £46,000 per annum Benefits: Pension Scheme - Secure your future with a comprehensive pension plan. 33 Days Annual Leave - Achieve a healthy work-life balance with generous holiday entitlement. Life Assurance (4x Salary) - Supporting you and your family. Employee Referral Bonus - Be rewarded for bringing talent to the team. Employee Benefits Portal - Access to cashback and discounts on everyday purchases. Learning & Development Opportunities - Continuous support for professional and personal growth. Career Coaching - Ongoing career support and development. Birthday Day Off - Enjoy a day off on your special day. Enhanced Parental & Family Leave - Supporting you through life's important moments. Social Events - A chance to connect and unwind with colleagues. Role: An excellent opportunity has arisen for an experienced Audit Senior to join a dynamic and forward-thinking Audit & Assurance team. This role offers the chance to be part of a collaborative environment where professional growth is supported and encouraged. As an Audit Senior, you will play a pivotal role in the completion of audit fieldwork, planned substantive and analytical audit procedures, primarily conducted on-site at client premises. You will be responsible for the planning, execution, and completion of audit assignments, ensuring that audit files contain appropriate and sufficient documentation. Additionally, you will prepare statutory financial statements from client data and identify high-risk areas, reporting key concerns to the Audit Manager or Partner. You will use your professional judgment to assess risk and ensure the integrity of financial information. As you progress in the role, you will take on additional responsibilities, including planning and finalising audit assignments. Key Responsibilities: Leading audit fieldwork and executing substantive and analytical procedures. Preparing audit documentation in compliance with regulatory standards. Reviewing financial statements and identifying key risk areas. Collaborating with Audit Managers and Partners to ensure client needs are met. Coaching, mentoring, and supporting junior team members in their development. Ensuring effective client communication throughout the audit process. Requirements: ACA or ACCA qualified (or equivalent experience). Proven experience within an audit-focused role. Strong technical knowledge of audit procedures and financial reporting standards. Excellent communication and interpersonal skills. Ability to manage multiple assignments and meet deadlines. A proactive approach to problem-solving and client service. This is a fantastic opportunity for an ambitious Audit Senior to further their career in a supportive and professional environment. If you are looking to take the next step in your journey, apply now to join a dynamic and growing team! If you're interested in something new and want to chat more, please call Hannah Kirk on (phone number removed) (op2) or apply for consideration. Please note, Safer Hand Solutions are acting as an employment agency on behalf of a client and by applying you agree to register with us and for us to hold your details on file. Due to the volume of applications, we may only contact applicants directly who have been successfully shortlisted but may also contact you in regards to any other suitable vacancies.
Huntswood is seeking experienced Secured Lending Collection Advisers to join a team focused on Secured Lending Collections for a large bank. This role will primarily involve inbound and outbound telephony , supporting customers in financial difficulty, including those who may be vulnerable. You will manage inbound and outbound calls to negotiate payment plans that balance customer needs with business goals, while providing clear guidance on account status and options. You will maintain accurate records, escalate complex cases when needed, and ensure all activity complies with policy and regulation. Role overview: Location: Working from home Duration: 4 months Rate: £200 a day - Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this Start Date: Monday 15th September 2025 Shift: 09:00 to 17:30, Monday to Friday As a Collections Advisor you will have: Proven experience in secured lending collections telephony role within a banking or lending environment An understanding on secured lending products is essential Strong ability to engage with and support vulnerable customers Comfortable working in a fast-paced, compliance-driven setting Excellent communication and empathy skills Ability to use multiple systems and update where necessary About us: Huntswood is a market leading UK contract recruiter. We are experts in sourcing skilled and qualified specialists for both large-scale client projects and niche interim appointments. By joining our team of experienced associates, you will begin a relationship with Huntswood which will open doors to more contract opportunities in the future. Interested in this Secure Collections Advisor opportunity? Apply now. To help you stay safe in your job search Huntswood will only ask for contact details via email when first contacting you and not any other personal details.
Sep 05, 2025
Full time
Huntswood is seeking experienced Secured Lending Collection Advisers to join a team focused on Secured Lending Collections for a large bank. This role will primarily involve inbound and outbound telephony , supporting customers in financial difficulty, including those who may be vulnerable. You will manage inbound and outbound calls to negotiate payment plans that balance customer needs with business goals, while providing clear guidance on account status and options. You will maintain accurate records, escalate complex cases when needed, and ensure all activity complies with policy and regulation. Role overview: Location: Working from home Duration: 4 months Rate: £200 a day - Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this Start Date: Monday 15th September 2025 Shift: 09:00 to 17:30, Monday to Friday As a Collections Advisor you will have: Proven experience in secured lending collections telephony role within a banking or lending environment An understanding on secured lending products is essential Strong ability to engage with and support vulnerable customers Comfortable working in a fast-paced, compliance-driven setting Excellent communication and empathy skills Ability to use multiple systems and update where necessary About us: Huntswood is a market leading UK contract recruiter. We are experts in sourcing skilled and qualified specialists for both large-scale client projects and niche interim appointments. By joining our team of experienced associates, you will begin a relationship with Huntswood which will open doors to more contract opportunities in the future. Interested in this Secure Collections Advisor opportunity? Apply now. To help you stay safe in your job search Huntswood will only ask for contact details via email when first contacting you and not any other personal details.
Accountant - £42000 - £50000 per annum - Belfast / Lisburn Accountant - £42000 - £50000 per annum - Belfast / Lisburn Your new company Our client is an SME organisation with big ambitions. Currently, there is a growing organisation where the owners are in need of some in-house finance experience to support the development and growth. Your new role As the Accountant, you will be an integral adviser to the owners, and you will have a wide-reaching role. You will be responsible for assisting the business in the next stage of commercial growth, implementing financial controls, developing financial strategy, reporting, budgeting and taxation. This role will require the development of a reporting system for the parent company and include key financial KPIs of the company. You will communicate with all areas of the organisation, supporting growth, What you'll need to succeed You will ideally be a qualified accountant who has the energy to grow a business to double its size in a short period of time. You will ideally have worked as an accountant in an industry, or you will have worked in practice and can offer a clear understanding of business. You will have good communication skills and the ability to question and advise business owners. What you'll get in return You will be an integral part of the business, having a direct impact on the organisation's success. You will be rewarded and have the chance of equity in the business when business grows. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Sep 04, 2025
Full time
Accountant - £42000 - £50000 per annum - Belfast / Lisburn Accountant - £42000 - £50000 per annum - Belfast / Lisburn Your new company Our client is an SME organisation with big ambitions. Currently, there is a growing organisation where the owners are in need of some in-house finance experience to support the development and growth. Your new role As the Accountant, you will be an integral adviser to the owners, and you will have a wide-reaching role. You will be responsible for assisting the business in the next stage of commercial growth, implementing financial controls, developing financial strategy, reporting, budgeting and taxation. This role will require the development of a reporting system for the parent company and include key financial KPIs of the company. You will communicate with all areas of the organisation, supporting growth, What you'll need to succeed You will ideally be a qualified accountant who has the energy to grow a business to double its size in a short period of time. You will ideally have worked as an accountant in an industry, or you will have worked in practice and can offer a clear understanding of business. You will have good communication skills and the ability to question and advise business owners. What you'll get in return You will be an integral part of the business, having a direct impact on the organisation's success. You will be rewarded and have the chance of equity in the business when business grows. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
Sep 03, 2025
Full time
Financial Adviser (Group Benefits & Wealth Planning) Sheffield £50,000 - £65,000 NJR Recruitment is proud to be working with a leading, integrated wealth management business to recruit an experienced Financial Adviser in Sheffield . This is a rare opportunity for a qualified adviser to combine private client financial planning with corporate employee benefits consulting in one dynamic, client-facing role. What's on Offer: Employed position with a competitive salary and bonus Opportunity to take on both corporate and private clients Full paraplanning and admin support to enable you to focus on advice Strong emphasis on team culture, innovation, and development Access to market-leading tech platforms and support tools Key Responsibilities: Deliver holistic financial advice to a range of private clients Advise corporate clients on workplace pension schemes , group protection, health benefits, and financial education programmes Conduct regular client reviews and implement financial planning strategies Collaborate closely with investment managers, paraplanners, and client liaison teams Build relationships through referrals and professional connections Maintain compliance and up-to-date CPD in line with FCA standards What We're Looking For: Level 4 Diploma in Regulated Financial Planning (essential) Experience advising on group benefits, auto-enrolment, and pension schemes Knowledge of GPPs, Master Trusts, flexible benefits, and risk products A background in managing both private and corporate client relationships Technically strong, commercially aware, and confident delivering advice to clients across all wealth levels Employee Benefits Include: 25 days annual leave (+ your birthday off!) Private healthcare (after 12 months) Enhanced maternity & paternity pay 2 paid volunteering days annually Cycle to work scheme & life assurance Supportive team culture with clear progression pathways If you're an adviser looking to combine your corporate consulting experience with private client advice -and want to join a forward-thinking, people-focused firm-this could be your ideal next move. Apply now or for more information contact NJR Recruitment quoting NJR15982
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.
Our client is a long established FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients. They provide expert, unbiased advice across pensions, investments, estate planning, inheritance tax and mortgages drawing on a broad range of market leading solutions to meet their client s needs. Excitingly, our client now seeks a driven and client focused Mortgage & Protection Adviser to join their growing team. This is an excellent opportunity for someone who is ambitious, motivated and wants to develop a long-term career within a supportive, professional environment. Company Values The business is built on client centricity and the way they work collaboratively with each other. As a Mortgage & Protection Adviser, you will be expected to embody their values in everything you do. Nurturing Relationships Building trust and developing long-term partnerships with clients and colleagues. Navigating Futures Providing clarity and confidence to clients in making important financial decisions. Client-Centred Excellence Striving for the highest professional standards and delivering outstanding service. Thriving Together Working collaboratively as part of a supportive, ambitious team. Role Overview As a Mortgage & Protection Adviser, you will be responsible for delivering high quality mortgage and protection advice to both new and existing clients. You will work closely with a well-established Mortgage Support Team to ensure applications are processed efficiently, while focusing on providing a first class client experience and achieving business targets. Key Responsibilities Provide regulated mortgage and protection advice in line with FCA requirements. Build strong relationships with clients, understanding their needs and recommending suitable solutions. Maintain up-to-date knowledge of mortgage products, lender criteria and protection offerings. Work with the in-house Mortgage Support Team to ensure applications are submitted accurately and efficiently. Proactively manage your client pipeline and deliver against agreed business targets. The majority of opportunities will come from referrals passed on by the wealth advisers and from direct client enquiries. Ensure full compliance with company processes, including file quality and documentation. Deliver a high level of service to ensure excellent client outcomes and long-term relationships. Skills & Experience CeMAP or equivalent qualified is essential. At least 3 years experience as a Mortgage & Protection Adviser (network or directly authorised environment). Strong knowledge of residential, buy-to-let and protection markets. Client-focused approach with excellent interpersonal and communication skills. Ability to manage workload effectively and work to deadlines. Strong organisational skills with attention to detail. Commercially minded with the ability to identify and maximise business opportunities. What s on Offer Employed/Competitive basic salary and uncapped overall total earnings Consistent in-house leads/referrals Supportive admin infrastructure with dedicated mortgage support staff Professional development opportunities within a Chartered firm Collaborative, team-focused culture Our client is looking to hire a high calibre, mortgage advising professional with a demonstrated track record in the industry. In return, you ll be joining a respected, renowned and prestigious Chartered Financial Planning practice with an enviable reputation in the Leicestershire area. Please apply to us here at Recruit Wealth for an immediate response.
Sep 02, 2025
Full time
Our client is a long established FCA regulated, financial planning firm with nearly 40 years of experience delivering bespoke financial advice to private clients. They provide expert, unbiased advice across pensions, investments, estate planning, inheritance tax and mortgages drawing on a broad range of market leading solutions to meet their client s needs. Excitingly, our client now seeks a driven and client focused Mortgage & Protection Adviser to join their growing team. This is an excellent opportunity for someone who is ambitious, motivated and wants to develop a long-term career within a supportive, professional environment. Company Values The business is built on client centricity and the way they work collaboratively with each other. As a Mortgage & Protection Adviser, you will be expected to embody their values in everything you do. Nurturing Relationships Building trust and developing long-term partnerships with clients and colleagues. Navigating Futures Providing clarity and confidence to clients in making important financial decisions. Client-Centred Excellence Striving for the highest professional standards and delivering outstanding service. Thriving Together Working collaboratively as part of a supportive, ambitious team. Role Overview As a Mortgage & Protection Adviser, you will be responsible for delivering high quality mortgage and protection advice to both new and existing clients. You will work closely with a well-established Mortgage Support Team to ensure applications are processed efficiently, while focusing on providing a first class client experience and achieving business targets. Key Responsibilities Provide regulated mortgage and protection advice in line with FCA requirements. Build strong relationships with clients, understanding their needs and recommending suitable solutions. Maintain up-to-date knowledge of mortgage products, lender criteria and protection offerings. Work with the in-house Mortgage Support Team to ensure applications are submitted accurately and efficiently. Proactively manage your client pipeline and deliver against agreed business targets. The majority of opportunities will come from referrals passed on by the wealth advisers and from direct client enquiries. Ensure full compliance with company processes, including file quality and documentation. Deliver a high level of service to ensure excellent client outcomes and long-term relationships. Skills & Experience CeMAP or equivalent qualified is essential. At least 3 years experience as a Mortgage & Protection Adviser (network or directly authorised environment). Strong knowledge of residential, buy-to-let and protection markets. Client-focused approach with excellent interpersonal and communication skills. Ability to manage workload effectively and work to deadlines. Strong organisational skills with attention to detail. Commercially minded with the ability to identify and maximise business opportunities. What s on Offer Employed/Competitive basic salary and uncapped overall total earnings Consistent in-house leads/referrals Supportive admin infrastructure with dedicated mortgage support staff Professional development opportunities within a Chartered firm Collaborative, team-focused culture Our client is looking to hire a high calibre, mortgage advising professional with a demonstrated track record in the industry. In return, you ll be joining a respected, renowned and prestigious Chartered Financial Planning practice with an enviable reputation in the Leicestershire area. Please apply to us here at Recruit Wealth for an immediate response.
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.
The company has a strong reputation for quality and innovation, coupled with a collaborative and supportive culture. This is a hands-on leadership role, offering the opportunity to take ownership of financial controls, reporting, and strategy within a growing organisation. In your role as Financial Controller, you will be managing a small team producing month-end results and leading on the yearly audit. What will the Financial Controller role involve? Lead and manage month-end close, ensuring accurate and timely reporting. Provide technical accounting support to the finance team, maintaining compliance with accounting standards and internal policies. Oversee the annual audit, working closely with external auditors. Prepare monthly reports for senior leadership and contribute to group reporting. Monitor cash flow, forecasts, and budgets to inform decision-making. Drive improvements in financial controls, processes, and efficiencies. Manage VAT and corporation tax compliance, liaising with external advisers. Suitable Candidate for the Financial Controller vacancy: Fully qualified ACA or ACCA, ideally with audit or practice experience. Strong technical accounting knowledge, with experience in month-end, reporting, and audits. Confident leader with the ability to mentor and develop a team. Advanced Excel skills and proficiency with finance systems (Sage, Xero, SAP). Excellent analytical, problem-solving, and communication abilities. Additional benefits and information for the role of Financial Controller: Private medical insurance Enhanced pension Generous holiday allowance Additional perks CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Sep 01, 2025
Full time
The company has a strong reputation for quality and innovation, coupled with a collaborative and supportive culture. This is a hands-on leadership role, offering the opportunity to take ownership of financial controls, reporting, and strategy within a growing organisation. In your role as Financial Controller, you will be managing a small team producing month-end results and leading on the yearly audit. What will the Financial Controller role involve? Lead and manage month-end close, ensuring accurate and timely reporting. Provide technical accounting support to the finance team, maintaining compliance with accounting standards and internal policies. Oversee the annual audit, working closely with external auditors. Prepare monthly reports for senior leadership and contribute to group reporting. Monitor cash flow, forecasts, and budgets to inform decision-making. Drive improvements in financial controls, processes, and efficiencies. Manage VAT and corporation tax compliance, liaising with external advisers. Suitable Candidate for the Financial Controller vacancy: Fully qualified ACA or ACCA, ideally with audit or practice experience. Strong technical accounting knowledge, with experience in month-end, reporting, and audits. Confident leader with the ability to mentor and develop a team. Advanced Excel skills and proficiency with finance systems (Sage, Xero, SAP). Excellent analytical, problem-solving, and communication abilities. Additional benefits and information for the role of Financial Controller: Private medical insurance Enhanced pension Generous holiday allowance Additional perks CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Mortgage Advisor - The Package: Basic salary between £25,000 - £35,000 OTE of £80,000 - £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support - from appointment to completion High volume of quality leads - no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that's building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisors If you're driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you'll feel right at home here You'll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you'll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We're after someone who's experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you're ready to step into a well-supported, well-paid, high-lead environment where you can do what you're great at - and grow while doing it - we'd love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies.
Sep 01, 2025
Full time
Mortgage Advisor - The Package: Basic salary between £25,000 - £35,000 OTE of £80,000 - £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support - from appointment to completion High volume of quality leads - no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that's building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisors If you're driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you'll feel right at home here You'll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you'll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We're after someone who's experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you're ready to step into a well-supported, well-paid, high-lead environment where you can do what you're great at - and grow while doing it - we'd love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies.
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Sep 01, 2025
Full time
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Warrington. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 01, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Warrington. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881
Sep 01, 2025
Full time
Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881
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.
Mortgage Adviser £30,000 - £37,000 basic plus uncapped commission and benefits (employed role) East Anglia region, working remotely About the Role The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a quality focused Mortgage and Protection Adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administrative support from the local office. The benefits Salary - £30,000 - £40,000 basic salary (dependent on experience) Uncapped commission, at an extremely generous rate Death in Service Benefit Pension Scheme Critical illness cover Your responsibilities will include: Providing quality advice on all Mortgage and Protection needs, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region. You will be responsible for managing client enquiries and the advice process end-to-end. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products. Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals. Generate new business by developing introducer relationships. What will you need to succeed? This opportunity will suit a pro-active Mortgage and Protection Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network. We can consider applications from existing Mortgage Advisers across all experience levels. You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme. You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needs You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations. You will be supported by administration team who will help you to grow your client base and meet your development goals. You will be part of a business who are an Appointed Representative of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves. If you are a qualified, experienced Mortgage and Protection Adviser, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Sep 01, 2025
Full time
Mortgage Adviser £30,000 - £37,000 basic plus uncapped commission and benefits (employed role) East Anglia region, working remotely About the Role The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a quality focused Mortgage and Protection Adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administrative support from the local office. The benefits Salary - £30,000 - £40,000 basic salary (dependent on experience) Uncapped commission, at an extremely generous rate Death in Service Benefit Pension Scheme Critical illness cover Your responsibilities will include: Providing quality advice on all Mortgage and Protection needs, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region. You will be responsible for managing client enquiries and the advice process end-to-end. You will benefit from both flexible working options and ongoing training and development. You will be building and nourishing relationships with clients who really value quality service. You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads. You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business. Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products. Provide sound advice on Mortgage and Protection needs, to ensure clients meet their financial goals. Generate new business by developing introducer relationships. What will you need to succeed? This opportunity will suit a pro-active Mortgage and Protection Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network. We can consider applications from existing Mortgage Advisers across all experience levels. You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme. You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needs You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations. You will be supported by administration team who will help you to grow your client base and meet your development goals. You will be part of a business who are an Appointed Representative of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves. If you are a qualified, experienced Mortgage and Protection Adviser, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Mortgage and Protection Adviser £30,000 - £35,000 basic plus bonus and benefits (employed role). Uncapped OTE circa £50,000 - £60,000 in year one Heywood, North West England Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential? This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you'll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider both experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE. If you are a talented and passionate Mortgage and Protection Adviser who puts the clients' needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! You will be responsible for managing client enquiries and overseeing the advice process end to end Building and nourishing relationships with clients who really value quality service Proactively working with an existing client bank to review mortgage and protection needs Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity Analyse information and make recommendations best suited to individual clients' requirements Review and respond to clients changing needs and financial circumstances, maintaining regular client contact. Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products. Consistently developing your knowledge of the Openwork mortgage and protection proposition Keep up to date with financial legislation and participating in CPD If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.
Sep 01, 2025
Full time
Mortgage and Protection Adviser £30,000 - £35,000 basic plus bonus and benefits (employed role). Uncapped OTE circa £50,000 - £60,000 in year one Heywood, North West England Are you a Mortgage and Protection Adviser keen to join a thriving business who can provide you with quality leads and an active client bank, as well as opportunities for long term development, and genuine opportunities to grow your career and reach your potential? This is an employed Mortgage and Protection Adviser position, for a quality focused and modern Financial Advice business. As such, you'll be part of a flourishing team, with dedicated support provided by an award-winning network. You will have access to an active client bank and a flow of leads, but you will also be building a Business Development and Lead Generation plan, with the support of the business, to further grow your customer base, and reach your income potential. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently. We can consider both experienced Mortgage Advisers at all levels, and you will receive a generous salary with commission and an uncapped OTE. If you are a talented and passionate Mortgage and Protection Adviser who puts the clients' needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! You will be responsible for managing client enquiries and overseeing the advice process end to end Building and nourishing relationships with clients who really value quality service Proactively working with an existing client bank to review mortgage and protection needs Driving additional new business through various networking activities, such as networking, seminars as well as obtaining referrals Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity Analyse information and make recommendations best suited to individual clients' requirements Review and respond to clients changing needs and financial circumstances, maintaining regular client contact. Meet the regulatory aspects of the role, including requirements for disclosure, cost of the services provided and suitability of advised products. Consistently developing your knowledge of the Openwork mortgage and protection proposition Keep up to date with financial legislation and participating in CPD If you are a qualified and experienced Mortgage and Protection Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss this excellent opportunity further.
