Mortgage Adviser Rochester £29,000 basic salary + guaranteed income for an initial period Realistic OTE of £65,000+ This opportunity would suit an experienced Mortgage Adviser who wants to join a business with strong lead flow, full administrative support, and the backing of an established brand. If you enjoy advising clients, building relationships with introducers, and converting quality opportunities into completed business, this role offers the chance to be part of a well known and growing business where earning potential is strong and support is in place to help you perform. The business is looking to add an experienced adviser to its Rochester team. Alongside a basic salary of £29,000, they offer guaranteed income for an initial period, realistic earnings of £65,000+, uncapped commission, and either a company car or £2,500 car allowance. The Business This is a well established business operating within the property and financial services space, with a strong presence in its market and a consistent flow of customer opportunities. They have built a model that allows advisers to focus on advising and writing business, rather than being tied up in administration. With warm leads, administrative support, and a structure designed to help advisers succeed, the business provides a strong platform for someone who wants to earn well and continue progressing in their career. They are also known for offering a broad benefits package, structured career development, and a working environment that rewards results. The Role Working as a Mortgage Adviser within this business, you will provide advice to customers on mortgage solutions and support them through an important financial decision. You will work with warm leads and existing opportunities, while also building strong relationships with introducers and generating additional business through referrals and proactive contact. There will also be an opportunity to discuss and arrange suitable protection solutions as part of the wider advice process. This is a role where strong relationship building, commercial awareness, and an ability to convert opportunities will all be important. You will also be expected to work in line with FCA and compliance requirements throughout. The Benefits Basic salary of £29,000 Guaranteed income for an initial period Realistic OTE of £65,000+ with uncapped commission Company car or £2,500 car allowance 33 days holiday including bank holidays, plus an extra day off for your birthday Holiday commission Profit share scheme Pension Life insurance Structured career path Employee rewards and incentives Employee assistance support Paid entry fees for charity events Full administrative support Warm lead source Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.
Jun 13, 2026
Full time
Mortgage Adviser Rochester £29,000 basic salary + guaranteed income for an initial period Realistic OTE of £65,000+ This opportunity would suit an experienced Mortgage Adviser who wants to join a business with strong lead flow, full administrative support, and the backing of an established brand. If you enjoy advising clients, building relationships with introducers, and converting quality opportunities into completed business, this role offers the chance to be part of a well known and growing business where earning potential is strong and support is in place to help you perform. The business is looking to add an experienced adviser to its Rochester team. Alongside a basic salary of £29,000, they offer guaranteed income for an initial period, realistic earnings of £65,000+, uncapped commission, and either a company car or £2,500 car allowance. The Business This is a well established business operating within the property and financial services space, with a strong presence in its market and a consistent flow of customer opportunities. They have built a model that allows advisers to focus on advising and writing business, rather than being tied up in administration. With warm leads, administrative support, and a structure designed to help advisers succeed, the business provides a strong platform for someone who wants to earn well and continue progressing in their career. They are also known for offering a broad benefits package, structured career development, and a working environment that rewards results. The Role Working as a Mortgage Adviser within this business, you will provide advice to customers on mortgage solutions and support them through an important financial decision. You will work with warm leads and existing opportunities, while also building strong relationships with introducers and generating additional business through referrals and proactive contact. There will also be an opportunity to discuss and arrange suitable protection solutions as part of the wider advice process. This is a role where strong relationship building, commercial awareness, and an ability to convert opportunities will all be important. You will also be expected to work in line with FCA and compliance requirements throughout. The Benefits Basic salary of £29,000 Guaranteed income for an initial period Realistic OTE of £65,000+ with uncapped commission Company car or £2,500 car allowance 33 days holiday including bank holidays, plus an extra day off for your birthday Holiday commission Profit share scheme Pension Life insurance Structured career path Employee rewards and incentives Employee assistance support Paid entry fees for charity events Full administrative support Warm lead source Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.
Paraplanner Liverpool / Southport - Hybrid / Remote Up to £45,000 This opportunity would suit an experienced Paraplanner who enjoys producing high-quality technical work and wants to be part of a modern, growing financial planning business that genuinely values its people. Whether you are looking for a hybrid role or the flexibility of working remotely, this position offers the chance to join a forward-thinking firm that combines technical excellence with a strong commitment to employee wellbeing, professional development, and outstanding client outcomes. The Business This is a well-established financial planning firm providing bespoke advice across pensions, investments, retirement planning, protection, and inheritance tax planning. The business has built an excellent reputation for delivering high-quality advice and maintaining exceptional standards of client service. Their collaborative approach, investment in technology, and commitment to continuous improvement create an environment where talented professionals can thrive. You will be joining a supportive team that places genuine emphasis on development, work-life balance, and helping employees build long-term careers within financial planning. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support, research, analysis, and suitability report writing across a broad range of financial planning areas. You will play a key role in ensuring advisers receive the technical support required to deliver suitable, compliant, and client-focused recommendations. Your responsibilities will include: Producing high-quality suitability reports and financial planning recommendations Conducting research across pensions, investments, protection, trusts, and inheritance tax planning solutions Analysing client circumstances and supporting adviser recommendations Preparing technical documentation and supporting reports Maintaining accurate and compliant client records Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers to understand client objectives and deliver suitable recommendations Supporting complex financial planning cases, including inheritance tax and estate planning work Liaising with providers and product providers where required Contributing to the delivery of an outstanding client experience About You To be considered for this role, you should have a paraplanning background within an IFA or wealth management environment and be comfortable working across a wide range of financial planning cases. Ideally, you will have: A minimum of 3 years' paraplanning experience within a UK financial planning firm Level 4 Diploma in Regulated Financial Planning or be working towards completion with significant paraplanning experience Experience across pensions, investments, protection, bonds, and trusts Strong suitability report writing skills Knowledge of inheritance tax planning and estate planning strategies Experience researching complex planning solutions, including AIM and Business Relief arrangements, would be advantageous Excellent attention to detail and technical accuracy Strong organisational and communication skills A proactive and professional approach to your work Benefits Hybrid or fully remote working available 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity for an experienced Paraplanner to join a highly regarded financial planning business that combines flexibility, technical quality, and genuine investment in its people. The role offers exposure to a broad range of financial planning work, strong career development opportunities, and one of the most attractive benefits packages available within the financial planning profession.
Jun 12, 2026
Full time
Paraplanner Liverpool / Southport - Hybrid / Remote Up to £45,000 This opportunity would suit an experienced Paraplanner who enjoys producing high-quality technical work and wants to be part of a modern, growing financial planning business that genuinely values its people. Whether you are looking for a hybrid role or the flexibility of working remotely, this position offers the chance to join a forward-thinking firm that combines technical excellence with a strong commitment to employee wellbeing, professional development, and outstanding client outcomes. The Business This is a well-established financial planning firm providing bespoke advice across pensions, investments, retirement planning, protection, and inheritance tax planning. The business has built an excellent reputation for delivering high-quality advice and maintaining exceptional standards of client service. Their collaborative approach, investment in technology, and commitment to continuous improvement create an environment where talented professionals can thrive. You will be joining a supportive team that places genuine emphasis on development, work-life balance, and helping employees build long-term careers within financial planning. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support, research, analysis, and suitability report writing across a broad range of financial planning areas. You will play a key role in ensuring advisers receive the technical support required to deliver suitable, compliant, and client-focused recommendations. Your responsibilities will include: Producing high-quality suitability reports and financial planning recommendations Conducting research across pensions, investments, protection, trusts, and inheritance tax planning solutions Analysing client circumstances and supporting adviser recommendations Preparing technical documentation and supporting reports Maintaining accurate and compliant client records Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers to understand client objectives and deliver suitable recommendations Supporting complex financial planning cases, including inheritance tax and estate planning work Liaising with providers and product providers where required Contributing to the delivery of an outstanding client experience About You To be considered for this role, you should have a paraplanning background within an IFA or wealth management environment and be comfortable working across a wide range of financial planning cases. Ideally, you will have: A minimum of 3 years' paraplanning experience within a UK financial planning firm Level 4 Diploma in Regulated Financial Planning or be working towards completion with significant paraplanning experience Experience across pensions, investments, protection, bonds, and trusts Strong suitability report writing skills Knowledge of inheritance tax planning and estate planning strategies Experience researching complex planning solutions, including AIM and Business Relief arrangements, would be advantageous Excellent attention to detail and technical accuracy Strong organisational and communication skills A proactive and professional approach to your work Benefits Hybrid or fully remote working available 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity for an experienced Paraplanner to join a highly regarded financial planning business that combines flexibility, technical quality, and genuine investment in its people. The role offers exposure to a broad range of financial planning work, strong career development opportunities, and one of the most attractive benefits packages available within the financial planning profession.
IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Jun 11, 2026
Full time
IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
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.
