Self-Employed Paraplanner Fully Remote This opportunity is ideal for experienced, Level 4 qualified paraplanners who want flexibility, autonomy, and strong earning potential. Working on a self-employed basis, you'll have the freedom to build your own outsourced paraplanning business. Finlink will provide introductions to financial planning firms actively seeking professional paraplanning support, helping you establish and grow your client base with confidence. The Business Finlink partners with financial planning firms across the UK to provide access to skilled, independent paraplanners. As part of our growing network, you'll benefit from professional introductions to advice firms looking for reliable, high-quality support. We take care of the business development side so you can focus on doing what you do best - delivering accurate, compliant, and client-focused paraplanning work. Our aim is to create opportunities for paraplanners who want to work independently while still having the support of a supportive, professional team. The Role As a self-employed outsourced paraplanner, you'll provide technical and report-writing support to a range of financial planning businesses. You'll manage your own workload and pricing, working remotely and flexibly to deliver high-quality, compliant reports. Typical work includes preparing suitability reports, conducting research on pensions and investments, and supporting advisers with accurate documentation and recommendations. Finlink will introduce you to established advice firms seeking outsourced paraplanning support and provide guidance on business setup, pricing, and client relationships. Whether you want to work full-time or supplement existing freelance commitments, this opportunity allows you to create the balance that suits you. What We're Looking For We're seeking paraplanners who can deliver high-quality, professional work whilst building and maintaining excellent client relationships. You must have: Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential At least 3 years' paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments, tax planning and protection Excellent written communication skills and attention to detail The ability to manage your own workload and meet deadlines Benefits Full flexibility and autonomy - work where and when you want Introductions provided to financial planning businesses Control your own income Guidance and support on business setup and client management Strong earning potential - full-time paraplanners can earn £5,000+ per month How to Apply If you're a Level 4 qualified paraplanner ready to take control of your work, income, and lifestyle - with introductions and support from Finlink - we'd love to hear from you. Apply now to find out more about joining our growing network of self-employed outsourced paraplanners.
Oct 10, 2025
Full time
Self-Employed Paraplanner Fully Remote This opportunity is ideal for experienced, Level 4 qualified paraplanners who want flexibility, autonomy, and strong earning potential. Working on a self-employed basis, you'll have the freedom to build your own outsourced paraplanning business. Finlink will provide introductions to financial planning firms actively seeking professional paraplanning support, helping you establish and grow your client base with confidence. The Business Finlink partners with financial planning firms across the UK to provide access to skilled, independent paraplanners. As part of our growing network, you'll benefit from professional introductions to advice firms looking for reliable, high-quality support. We take care of the business development side so you can focus on doing what you do best - delivering accurate, compliant, and client-focused paraplanning work. Our aim is to create opportunities for paraplanners who want to work independently while still having the support of a supportive, professional team. The Role As a self-employed outsourced paraplanner, you'll provide technical and report-writing support to a range of financial planning businesses. You'll manage your own workload and pricing, working remotely and flexibly to deliver high-quality, compliant reports. Typical work includes preparing suitability reports, conducting research on pensions and investments, and supporting advisers with accurate documentation and recommendations. Finlink will introduce you to established advice firms seeking outsourced paraplanning support and provide guidance on business setup, pricing, and client relationships. Whether you want to work full-time or supplement existing freelance commitments, this opportunity allows you to create the balance that suits you. What We're Looking For We're seeking paraplanners who can deliver high-quality, professional work whilst building and maintaining excellent client relationships. You must have: Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential At least 3 years' paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments, tax planning and protection Excellent written communication skills and attention to detail The ability to manage your own workload and meet deadlines Benefits Full flexibility and autonomy - work where and when you want Introductions provided to financial planning businesses Control your own income Guidance and support on business setup and client management Strong earning potential - full-time paraplanners can earn £5,000+ per month How to Apply If you're a Level 4 qualified paraplanner ready to take control of your work, income, and lifestyle - with introductions and support from Finlink - we'd love to hear from you. Apply now to find out more about joining our growing network of self-employed outsourced paraplanners.
Paraplanner Hybrid Working Northallerton Up to £40k This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k. The Business The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Healthcare cash back plan Pension above statutory Discretionary bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Oct 09, 2025
Full time
Paraplanner Hybrid Working Northallerton Up to £40k This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k. The Business The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Healthcare cash back plan Pension above statutory Discretionary bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Paraplanner, Aylesbury Hybrid working (option to be fully remote) £40,000 - £60,000 This role is ideal for a Level 4 qualified paraplanner with a strong attention to detail and a passion for working as part of a close-knit, high-performing team. If you thrive on meaningful work, have experience supporting a wide range of clients, and want to play a key part in a company's growth, this could be the right move for you. You'll also benefit from a flexible, hybrid working arrangement once established in the role, with the option to work remotely. The Business This is a well-established chartered financial planning firm who are looking to grow. The firm is independent and provides a wide range of advice, to a wide range of clients. They operate as a small team within a larger business and are looking for a paraplanner to support the team and help them grow. The Role The firm are looking for a paraplanner to join them, help grow the business and get involved in all areas. You'll be joining a close knit team with plans in place to grow and you'll be involved in the center of that. You'll be getting involved with writing technical reports, carrying out in depth research and supporting the advisors in providing quality advice to their clients. Where required you may also get involved with more administrative work to support the advisor, such as prepping review packs. A typical day may involve liaising with providers, arranging appointments, supporting technical paraplanning, tax calculations and cashflow planning and ensuring internal standards/processes are followed. You'll also have the opportunity to contribute to ad-hoc projects that support. It's a role with structure but also the freedom to bring your own initiative. Benefits £40,000 - £60,000 salary (negotiable) Hybrid working and the option to be remote if desired Support for ongoing professional development and qualifications Opportunity to shape the role and grow with the business Flexible working hours Holiday Pensions scheme Sick pay Requirements Level four diploma, or working towards it Experience in paraplanning How to Apply If this sounds of interest, please click the apply button and we will get straight in touch. From there it would be an initial teams call with the business, followed by an in-person interview in the office.
Oct 08, 2025
Full time
Paraplanner, Aylesbury Hybrid working (option to be fully remote) £40,000 - £60,000 This role is ideal for a Level 4 qualified paraplanner with a strong attention to detail and a passion for working as part of a close-knit, high-performing team. If you thrive on meaningful work, have experience supporting a wide range of clients, and want to play a key part in a company's growth, this could be the right move for you. You'll also benefit from a flexible, hybrid working arrangement once established in the role, with the option to work remotely. The Business This is a well-established chartered financial planning firm who are looking to grow. The firm is independent and provides a wide range of advice, to a wide range of clients. They operate as a small team within a larger business and are looking for a paraplanner to support the team and help them grow. The Role The firm are looking for a paraplanner to join them, help grow the business and get involved in all areas. You'll be joining a close knit team with plans in place to grow and you'll be involved in the center of that. You'll be getting involved with writing technical reports, carrying out in depth research and supporting the advisors in providing quality advice to their clients. Where required you may also get involved with more administrative work to support the advisor, such as prepping review packs. A typical day may involve liaising with providers, arranging appointments, supporting technical paraplanning, tax calculations and cashflow planning and ensuring internal standards/processes are followed. You'll also have the opportunity to contribute to ad-hoc projects that support. It's a role with structure but also the freedom to bring your own initiative. Benefits £40,000 - £60,000 salary (negotiable) Hybrid working and the option to be remote if desired Support for ongoing professional development and qualifications Opportunity to shape the role and grow with the business Flexible working hours Holiday Pensions scheme Sick pay Requirements Level four diploma, or working towards it Experience in paraplanning How to Apply If this sounds of interest, please click the apply button and we will get straight in touch. From there it would be an initial teams call with the business, followed by an in-person interview in the office.
Junior Acquisitions Analyst Remote working (occasional monthly travel to office) £35,000 - £40,000 salary benefits This role is ideal for a motivated, detail-oriented person with strong Excel skills and a genuine interest in corporate strategy, finance, and data analysis. It's perfect for someone who enjoys working in a fast-paced, deal-driven environment and wants to build a career in Mergers & Acquisitions. You'll gain hands-on experience in corporate finance and strategic transactions, while developing your skills through on-the-job learning and formal training. The Firm You'll be joining a growing M&A team within a well-established and forward-thinking financial advisory business. The business has a strong track record in successfully acquiring and integrating companies across the UK. You'll benefit from modern systems, collaborative culture, and exposure to senior stakeholders, as well as clear opportunities for career progression in the corporate finance and acquisitions field. The Role Working closely with the Senior Acquisitions Analyst, your day will involve analysing client data, preparing due diligence reports, and spotting trends or inconsistencies in financial information. You'll cleanse, manipulate and interpret large datasets, present your findings to both internal and external stakeholders, and help assess potential risks in transactions. You'll also liaise with legal, compliance, and finance teams, attend monthly M&A meetings, and contribute to achieving the team's quarterly targets. No two days will be the same - you'll be working on multiple deals, each with its own unique challenges and opportunities. Benefits £35,000 - £40,000 salary Fully remote working with occasional monthly travel to regional offices Yearly bonus based on company and personal performance (up to 10%) BUPA Private Medical Insurance Pension Plan (5% ER and minimum 3% EE) Medicash Health Cash Plan Group Income Protection (75% of base salary) Group Life Assurance (4x base salary) 28 days holiday (rising to 30 after 2 years service) Ongoing training and professional development opportunities Supportive team environment with a focus on collaboration and learning Requirements A 2:1 BA degree A strong analyst with strong Excel skills Experience in a results-driven environment Detail-oriented with good organisational skills How to apply Applying is quick and straightforward - simply send your CV through this advert. Shortlisted candidates will be invited to a first-stage online interview, followed by a second-stage interview with the M&A team.
Oct 08, 2025
Full time
Junior Acquisitions Analyst Remote working (occasional monthly travel to office) £35,000 - £40,000 salary benefits This role is ideal for a motivated, detail-oriented person with strong Excel skills and a genuine interest in corporate strategy, finance, and data analysis. It's perfect for someone who enjoys working in a fast-paced, deal-driven environment and wants to build a career in Mergers & Acquisitions. You'll gain hands-on experience in corporate finance and strategic transactions, while developing your skills through on-the-job learning and formal training. The Firm You'll be joining a growing M&A team within a well-established and forward-thinking financial advisory business. The business has a strong track record in successfully acquiring and integrating companies across the UK. You'll benefit from modern systems, collaborative culture, and exposure to senior stakeholders, as well as clear opportunities for career progression in the corporate finance and acquisitions field. The Role Working closely with the Senior Acquisitions Analyst, your day will involve analysing client data, preparing due diligence reports, and spotting trends or inconsistencies in financial information. You'll cleanse, manipulate and interpret large datasets, present your findings to both internal and external stakeholders, and help assess potential risks in transactions. You'll also liaise with legal, compliance, and finance teams, attend monthly M&A meetings, and contribute to achieving the team's quarterly targets. No two days will be the same - you'll be working on multiple deals, each with its own unique challenges and opportunities. Benefits £35,000 - £40,000 salary Fully remote working with occasional monthly travel to regional offices Yearly bonus based on company and personal performance (up to 10%) BUPA Private Medical Insurance Pension Plan (5% ER and minimum 3% EE) Medicash Health Cash Plan Group Income Protection (75% of base salary) Group Life Assurance (4x base salary) 28 days holiday (rising to 30 after 2 years service) Ongoing training and professional development opportunities Supportive team environment with a focus on collaboration and learning Requirements A 2:1 BA degree A strong analyst with strong Excel skills Experience in a results-driven environment Detail-oriented with good organisational skills How to apply Applying is quick and straightforward - simply send your CV through this advert. Shortlisted candidates will be invited to a first-stage online interview, followed by a second-stage interview with the M&A team.
Senior Paraplanner Hybrid Working Cardiff based Up to £50k This role is best suited to those who have 2+ years paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £50k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension 5% minimum (company will match up to 10%) Discretionary 10% annual bonus based on company performance. 28 days 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Oct 07, 2025
Full time
Senior Paraplanner Hybrid Working Cardiff based Up to £50k This role is best suited to those who have 2+ years paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £50k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension 5% minimum (company will match up to 10%) Discretionary 10% annual bonus based on company performance. 28 days 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Oct 07, 2025
Full time
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Paraplanner Tewkesbury Office based role Up to £42.5k This role is best suited for candidates who have experience within Paraplanning who are looking to learn and grow in a supportive firm. Level 4 Diploma desirable but not required. Junior Paraplanner position also available. Progression potential going forward. Salary up to £42.5k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey. The Role Within the role you will be supporting the Advisors/Paraplanning team, Writing suitability reports, conducting research and supporting administrators if required. The Benefits Salary up to £42.5k depending on experience Holiday days Pension above statutory Death in service Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Oct 07, 2025
Full time
Paraplanner Tewkesbury Office based role Up to £42.5k This role is best suited for candidates who have experience within Paraplanning who are looking to learn and grow in a supportive firm. Level 4 Diploma desirable but not required. Junior Paraplanner position also available. Progression potential going forward. Salary up to £42.5k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey. The Role Within the role you will be supporting the Advisors/Paraplanning team, Writing suitability reports, conducting research and supporting administrators if required. The Benefits Salary up to £42.5k depending on experience Holiday days Pension above statutory Death in service Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Mortgage administrator Remote Working, Quarterly travel to Bath Salary up to £26,000 If you are an experienced mortgage administrator looking for a competitive salary and remote working, then this role could be for you! 2+ Years whole of market mortgage administration experience required. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. They are a whole of market firm and look after a wide range of clients across the country. Due to natural expansion and increasing levels of business, they are looking for further experienced administrators. The Role Engage with clients, lenders, solicitors & advisers, addressing queries, offering guidance on the mortgage process, and providing excellent customer service Obtain necessary documentation and information for lenders, ensuring compliance and uploading documents to lender portals Discuss additional services with clients, creating opportunities for uncapped commission Problem solving skills - proactively liaising with BDMs & solicitors to resolve problems in a timely manner Manage Mortgage & Protection administration from start to finish Monday - Friday, 9-5 The Benefits Competitive salary up to £26,000 Additional bonus scheme Holidays (office closed for Christmas) Pension scheme Remote working Requirements Experience as a mortgage administrator Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process.
Oct 06, 2025
Full time
Mortgage administrator Remote Working, Quarterly travel to Bath Salary up to £26,000 If you are an experienced mortgage administrator looking for a competitive salary and remote working, then this role could be for you! 2+ Years whole of market mortgage administration experience required. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. They are a whole of market firm and look after a wide range of clients across the country. Due to natural expansion and increasing levels of business, they are looking for further experienced administrators. The Role Engage with clients, lenders, solicitors & advisers, addressing queries, offering guidance on the mortgage process, and providing excellent customer service Obtain necessary documentation and information for lenders, ensuring compliance and uploading documents to lender portals Discuss additional services with clients, creating opportunities for uncapped commission Problem solving skills - proactively liaising with BDMs & solicitors to resolve problems in a timely manner Manage Mortgage & Protection administration from start to finish Monday - Friday, 9-5 The Benefits Competitive salary up to £26,000 Additional bonus scheme Holidays (office closed for Christmas) Pension scheme Remote working Requirements Experience as a mortgage administrator Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process.
This role is a great for for those who are self employed with a lead source or client bank but want topping up with highly convertible, higher case value leads. The firm can provide competitive commission rates coupled with quality leads meaning you can focus on writing business and earning money. The firm is a wealth business that can also support those looking to progress into wider financial planning. The Business The firm are a wealth advisory business based in South Wales who focus on those within the medical field, i.e. Doctors, Surgeons, etc. As a result, this means that their mortgage clients typically have a higher case size and conversion rate than average. They currently have just over 10 advisors working with them and in the process of taking on three more. They directly authorised and looking to increase both the amount of leads they get and the amount of brokers working with them. The Role Working with this business as a self employed advisor, you will be working entirely remotely and offering the best fitting mortgage/protection advice to your clients. You will be self generating your own clients as well as taking quality leads from the business. They can also help you develop ties with local hospitals to generate more of your own leads. Benefits A commission split of 70/30 or a flat fee of £1350 per mortgage written High quality leads with high conversion rates and higher case values Systems, PI costs and compliance all covered No monthly cost How to Apply If this role sounds of interest to you, then click the apply button and we will be in touch with you as soon as we can. Once progressed, you will have a Teams call with the two directors to find out more about each other and then you can speak with a current advisor to cover off any questions you may have.
Oct 01, 2025
Full time
This role is a great for for those who are self employed with a lead source or client bank but want topping up with highly convertible, higher case value leads. The firm can provide competitive commission rates coupled with quality leads meaning you can focus on writing business and earning money. The firm is a wealth business that can also support those looking to progress into wider financial planning. The Business The firm are a wealth advisory business based in South Wales who focus on those within the medical field, i.e. Doctors, Surgeons, etc. As a result, this means that their mortgage clients typically have a higher case size and conversion rate than average. They currently have just over 10 advisors working with them and in the process of taking on three more. They directly authorised and looking to increase both the amount of leads they get and the amount of brokers working with them. The Role Working with this business as a self employed advisor, you will be working entirely remotely and offering the best fitting mortgage/protection advice to your clients. You will be self generating your own clients as well as taking quality leads from the business. They can also help you develop ties with local hospitals to generate more of your own leads. Benefits A commission split of 70/30 or a flat fee of £1350 per mortgage written High quality leads with high conversion rates and higher case values Systems, PI costs and compliance all covered No monthly cost How to Apply If this role sounds of interest to you, then click the apply button and we will be in touch with you as soon as we can. Once progressed, you will have a Teams call with the two directors to find out more about each other and then you can speak with a current advisor to cover off any questions you may have.
