Integro Partners

Invoice Finance Recoveries Executive Manchester (Hybrid) Salary: £28,000 - £32,000 per annum Contract: Full Time, Permanent Are you experienced in debt recovery and collections within the Invoice Finance sector? We're looking for a driven Invoice Finance Recoveries Executive to join a reputable and supportive financial services organisation based in Manchester. This is a hybrid role offering flexibility and a great opportunity to further your career in commercial recoveries. About the Role: As a Recoveries Executive , you'll manage a portfolio of live and collect-out clients, ensuring effective debt recovery through a range of channels. This includes working closely with legal partners and agents, initiating proceedings where necessary, and using data and reporting tools to track progress and minimise financial risk. Key Responsibilities: Manage a portfolio of collect-out clients, driving recoveries through proactive and professional engagement. Initiate legal action or instruct external legal support where appropriate to recover outstanding funds. Utilise all avenues of recovery available under invoice finance agreements, including supporting security. Maintain up-to-date records and recovery strategies using internal systems (e.g., Riskfactor or similar). Produce and submit collect-out and bad debt provision reports in coordination with internal stakeholders. Conduct detailed reviews of provisions over £25k and collaborate with risk teams to identify lessons learned. What We're Looking For Experience: Proven background in collections or recoveries, ideally within Invoice Finance or a commercial lending environment Skills: Strong communication and influencing abilities Tenacity and attention to detail Strong numeracy and analytical skills Proficient in Microsoft Office (Excel, Word, Outlook) This is an exciting opportunity to be part of a growing team where your expertise in recoveries can truly make an impact. If you're a problem-solver who thrives in a fast-paced environment, we want to hear from you.

Job Title: Property Administrator Overview: The Property Administrator supports the daily operations of residential or commercial properties, ensuring smooth management and excellent tenant service. This role involves administrative coordination, record keeping, and communication with tenants, vendors, and property management teams. Key Responsibilities: Assist in the preparation and management of leases, renewals, and tenant correspondence. Maintain accurate records of rent payments, maintenance requests, and property expenses. Coordinate maintenance and repairs, liaising with contractors and vendors. Support budgeting, invoicing, and financial reporting activities. Ensure compliance with property policies, safety regulations, and legal requirements. Provide administrative and customer service support to tenants and property managers. Qualifications: Previous experience in property management or administrative support preferred. Strong organizational and communication skills. Proficiency with property management software and Microsoft Office Suite. Ability to manage multiple priorities and deadlines effectively. Work Environment: This position typically operates in an office setting with regular site visits as needed. Reports To: Operations Manager

Property Investment Consultant - Leeds - Basic - £30K+ - 15%-20% commission We provide advice to UK and global property investors, with a heavy focus in the UK residential markets. We have a strong proven track record and specialise in exclusive off-market property investment, helping new and existing clients create wealth through property investment. Very attractive basic salary is dependent on level of experience + uncapped commission Realistic OTE in year 1 £60K-£80K+ About the Role: We are growing and need experienced, passionate, diligent individuals to join our dynamic and hard-working team. Due to consistent high volumes of business, a fantastic opportunity has arisen for a career- focused individual to join our dedicated sales team as a Property Investment Consultant, with experience of consultative sales essential. A promising new member of our team will be offered a fast growth trajectory and a very generous commission and bonus structure, with options to develop your skills across the different departments as we grow. We believe in investing in talent and bringing target-driven individuals with us on our journey, so this is a perfect position for a hungry and ambitious applicant who wants to grow with us. Key Responsibilities: Engaging with potential clients understanding their financial goals requirements Responding to client enquiries and providing comprehensive information about our investment property and market conditions Managing a client pipeline and client relationships Negotiating with clients closing out investment discussions to ensure clients proceed. Book virtual meetings with clients and deliver investment solutions to enable investors to achieve their goals. Be able to clearly explain an investment recommendation and analysis. Assist with junior consultant training programs. Required Experience: 2 to 3+ years sales experience Winning and ambitious attitude High-level performer, with a proven track record Industry knowledge and interest in financial markets Highly target driven with the ability to produce strong results consistently. Advanced level of proficiency with MS Office programs such as Excel (essential) and CRM systems A professional manner in dealing with internal and external stakeholders. Good understanding of the mathematics of property investment (yields, interest, LTV etc.) Exceptional organisational skills Willingness to learn and adapt Benefits: Uncapped Commission Clear Promotion structure Generous holiday allowance monthly and quarterly social/team-building events Autonomous and fun environment Company pension

Senior Property Investment Consultant - London - Basic - £30K+ - 10%-15% commission We provide advice to UK and global property investors, with a heavy focus in the UK residential markets. We have a strong proven track record and specialise in exclusive off-market property investment, helping new and existing clients create wealth through property investment. Very attractive basic salary is dependent on level of experience + uncapped commission Realistic OTE £100K+ About the Role: We are growing and need experienced, passionate, diligent individuals to join our dynamic and hard-working team. Due to consistent high volumes of business, a fantastic opportunity has arisen for a career- focused individual to join our dedicated sales team as a Property Investment Consultant, with experience of consultative sales essential. A promising new member of our team will be offered a fast growth trajectory and a very generous commission and bonus structure, with options to develop your skills across the different departments as we grow. We believe in investing in talent and bringing target-driven individuals with us on our journey, so this is a perfect position for a hungry and ambitious applicant who wants to grow with us. Key Responsibilities: Engaging with potential clients understanding their financial goals requirements Responding to client enquiries and providing comprehensive information about our investment property and market conditions Managing a client pipeline and client relationships Negotiating with clients closing out investment discussions to ensure clients proceed. Book virtual meetings with clients and deliver investment solutions to enable investors to achieve their goals. Be able to clearly explain an investment recommendation and analysis. Assist with junior consultant training programs. Required Experience: 2 to 3+ years sales experience Winning and ambitious attitude High-level performer, with a proven track record Industry knowledge and interest in financial markets Highly target driven with the ability to produce strong results consistently. Advanced level of proficiency with MS Office programs such as Excel (essential) and CRM systems A professional manner in dealing with internal and external stakeholders. Good understanding of the mathematics of property investment (yields, interest, LTV etc.) Exceptional organisational skills Willingness to learn and adapt Benefits: Uncapped Commission Clear Promotion structure Generous holiday allowance monthly and quarterly social/team-building events Autonomous and fun environment Company pension

Senior Property Investment Consultant - Fully Remote - Basic - £30K+ - 15%-20% commission We provide advice to UK and global property investors, with a heavy focus in the UK residential markets. We have a strong proven track record and specialise in exclusive off-market property investment, helping new and existing clients create wealth through property investment. Very attractive basic salary is dependent on level of experience + uncapped commission About the Role: We are growing and need experienced, passionate, diligent individuals to join our dynamic and hard-working team. Due to consistent high volumes of business, a fantastic opportunity has arisen for a career- focused individual to join our dedicated sales team as a Property Investment Consultant, with experience of consultative sales essential. A promising new member of our team will be offered a fast growth trajectory and a very generous commission and bonus structure, with options to develop your skills across the different departments as we grow. We believe in investing in talent and bringing target-driven individuals with us on our journey, so this is a perfect position for a hungry and ambitious applicant who wants to grow with us. Key Responsibilities: Engaging with potential clients understanding their financial goals requirements Responding to client enquiries and providing comprehensive information about our investment property and market conditions Managing a client pipeline and client relationships Negotiating with clients closing out investment discussions to ensure clients proceed. Book virtual meetings with clients and deliver investment solutions to enable investors to achieve their goals. Be able to clearly explain an investment recommendation and analysis. Assist with junior consultant training programs. Required Experience: 3/4+ years of direct experience Benefits: Uncapped Commission Clear Promotion structure Generous holiday allowance monthly and quarterly social/team-building events Autonomous and fun environment Company pension

Property Investment Consultant - Manchester - Basic - £30K+ - 15%-20% commission We provide advice to UK and global property investors, with a heavy focus in the UK residential markets. We have a strong proven track record and specialise in exclusive off-market property investment, helping new and existing clients create wealth through property investment. Very attractive basic salary is dependent on level of experience + uncapped commission Realistic OTE in year 1 £60K-£80K+ About the Role: We are growing and need experienced, passionate, diligent individuals to join our dynamic and hard-working team. Due to consistent high volumes of business, a fantastic opportunity has arisen for a career- focused individual to join our dedicated sales team as a Property Investment Consultant, with experience of consultative sales essential. A promising new member of our team will be offered a fast growth trajectory and a very generous commission and bonus structure, with options to develop your skills across the different departments as we grow. We believe in investing in talent and bringing target-driven individuals with us on our journey, so this is a perfect position for a hungry and ambitious applicant who wants to grow with us. Key Responsibilities: Engaging with potential clients understanding their financial goals requirements Responding to client enquiries and providing comprehensive information about our investment property and market conditions Managing a client pipeline and client relationships Negotiating with clients closing out investment discussions to ensure clients proceed. Book virtual meetings with clients and deliver investment solutions to enable investors to achieve their goals. Be able to clearly explain an investment recommendation and analysis. Assist with junior consultant training programs. Required Experience: 2 to 3+ years sales experience Winning and ambitious attitude High-level performer, with a proven track record Industry knowledge and interest in financial markets Highly target driven with the ability to produce strong results consistently. Advanced level of proficiency with MS Office programs such as Excel (essential) and CRM systems A professional manner in dealing with internal and external stakeholders. Good understanding of the mathematics of property investment (yields, interest, LTV etc.) Exceptional organisational skills Willingness to learn and adapt Benefits: Uncapped Commission Clear Promotion structure Generous holiday allowance monthly and quarterly social/team-building events Autonomous and fun environment Company pension

Property Administrator £25,250-£26000 Sheffield A leading real estate company, is seeking a Property Administrator to join our dynamic team in Sheffield. As a Property Admin, you'll be the heart of our front-of-house operations, ensuring our residents receive exceptional service and our building is maintained to the highest standard. This is a permanent role with a competitive salary and benefits package. Property Administrator Be the face of the business delivering exceptional customer service and building strong relationships with our residents. Contribute to the efficient management and maintenance of our property, working closely with cross-functional teams to create a seamless experience. Embrace new challenges and opportunities, showcasing your creativity and problem-solving skills to support in delivering exceptional outcomes for our residents and communities. Preferred Requirements Deliver the customer service strategy and standards, increasing resident satisfaction with service delivery. Carry out a wide range of front-line services, including meet and greet, reception, parcel handling, inspections, and lettings viewings, ensuring an excellent service to residents and other customers. Contribute to the delivery of high-quality services, including front and back-of-house functions, amenity space management, voids and unit management, tenancy, and income management. Encourage and support resident engagement, promoting the business and building good relationships with external partners. Demonstrate a strong understanding of health and safety requirements on-site and the ability to implement them when necessary. Preferred Qualifications Previous experience working in organizations providing market rental properties, travel and tourism, or hospitality is essential. Strong written and verbal English skills, with the ability to communicate effectively with residents and colleagues. Qualifications in property or customer service would be advantageous, along with a proven track record of working towards and achieving targets. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role

Property Administrator 26,000 Derby A leading real estate company, is seeking a Property Administrator to join our dynamic team in Derby. As a Property Admin, you'll be the heart of our front-of-house operations, ensuring our residents receive exceptional service and our building is maintained to the highest standard. This is a permanent role with a competitive salary and benefits package. Property Administrator Be the face of the business delivering exceptional customer service and building strong relationships with our residents. Contribute to the efficient management and maintenance of our property, working closely with cross-functional teams to create a seamless experience. Embrace new challenges and opportunities, showcasing your creativity and problem-solving skills to support in delivering exceptional outcomes for our residents and communities. Preferred Requirements Deliver the customer service strategy and standards, increasing resident satisfaction with service delivery. Carry out a wide range of front-line services, including meet and greet, reception, parcel handling, inspections, and lettings viewings, ensuring an excellent service to residents and other customers. Contribute to the delivery of high-quality services, including front and back-of-house functions, amenity space management, voids and unit management, tenancy, and income management. Encourage and support resident engagement, promoting the business and building good relationships with external partners. Demonstrate a strong understanding of health and safety requirements on-site and the ability to implement them when necessary. Preferred Qualifications Previous experience working in organizations providing market rental properties, travel and tourism, or hospitality is essential. Strong written and verbal English skills, with the ability to communicate effectively with residents and colleagues. Qualifications in property or customer service would be advantageous, along with a proven track record of working towards and achieving targets. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role

Property Administrator 27,000 Milton Keynes A leading real estate company, is seeking a Property Administrator to join our dynamic team in Milton Keynes. As a Property Admin, you'll be the heart of our front-of-house operations, ensuring our residents receive exceptional service and our building is maintained to the highest standard. This is a permanent role with a competitive salary and benefits package. Property Administrator Be the face of the business delivering exceptional customer service and building strong relationships with our residents. Contribute to the efficient management and maintenance of our property, working closely with cross-functional teams to create a seamless experience. Embrace new challenges and opportunities, showcasing your creativity and problem-solving skills to support in delivering exceptional outcomes for our residents and communities. Preferred Requirements Deliver the customer service strategy and standards, increasing resident satisfaction with service delivery. Carry out a wide range of front-line services, including meet and greet, reception, parcel handling, inspections, and lettings viewings, ensuring an excellent service to residents and other customers. Contribute to the delivery of high-quality services, including front and back-of-house functions, amenity space management, voids and unit management, tenancy, and income management. Encourage and support resident engagement, promoting the business and building good relationships with external partners. Demonstrate a strong understanding of health and safety requirements on-site and the ability to implement them when necessary. Preferred Qualifications Previous experience working in organizations providing market rental properties, travel and tourism, or hospitality is essential. Strong written and verbal English skills, with the ability to communicate effectively with residents and colleagues. Qualifications in property or customer service would be advantageous, along with a proven track record of working towards and achieving targets. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role

Property Administrator 27,000 Birmingham A leading real estate company, is seeking a Property Administrator to join our dynamic team in Birmingham. As a Property Admin, you'll be the heart of our front-of-house operations, ensuring our residents receive exceptional service and our building is maintained to the highest standard. This is a permanent role with a competitive salary and benefits package. Property Administrator Be the face of the business delivering exceptional customer service and building strong relationships with our residents. Contribute to the efficient management and maintenance of our property, working closely with cross-functional teams to create a seamless experience. Embrace new challenges and opportunities, showcasing your creativity and problem-solving skills to support in delivering exceptional outcomes for our residents and communities. Preferred Requirements Deliver the customer service strategy and standards, increasing resident satisfaction with service delivery. Carry out a wide range of front-line services, including meet and greet, reception, parcel handling, inspections, and lettings viewings, ensuring an excellent service to residents and other customers. Contribute to the delivery of high-quality services, including front and back-of-house functions, amenity space management, voids and unit management, tenancy, and income management. Encourage and support resident engagement, promoting the business and building good relationships with external partners. Demonstrate a strong understanding of health and safety requirements on-site and the ability to implement them when necessary. Preferred Qualifications Previous experience working in organizations providing market rental properties, travel and tourism, or hospitality is essential. Strong written and verbal English skills, with the ability to communicate effectively with residents and colleagues. Qualifications in property or customer service would be advantageous, along with a proven track record of working towards and achieving targets. Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role

Specialist Mortgage Broker Up to £40,000 + commission Office based - Coleshill Looking to advise in more specialist areas with more interesting cases and on an employed basis? An established brokerage in Birmingham is looking for their next addition due to the growth of their introducer base. You will be advising on specialist 1st charges which can include areas such as HNW, adverse credit, unusual incomes, unusual properties etc. As the cases are specialist your proc fees are often double that of the high street and you can understandably charge more for your advice so your overall revenues climb. The cases are also far more interesting to work on as they require a greater degree of thought and underwriting ability. What they offer: Excellent basic salary + commission All leads provided, average case generates £3,000 in revenue Significant admin support What they want: Ambitious and driven individuals 2+ years experience Advisors that enjoy working on the more complex cases. Get in touch with Will Betts at Integro Partners for more information on (phone number removed) Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role.

Part-Time Mortgage Administrator Location: Coleshill (easy access to M42 & M6) on-site parking available Hours: 25-30 hours per week (flexible start/finish times) We're looking for someone with experience in mortgage administration to join our small, established team just outside of Birmingham city Centre . You'll help keep things running smoothly behind the scenes by supporting both clients and advisers throughout the mortgage process. What you'll be doing: Keeping track of mortgage and protection applications Collecting documents from clients and uploading them to our system Liaising with lenders, solicitors, and other third parties Updating clients and advisers on progress Handling incoming and outgoing calls General admin like scanning, emailing, data entry, and filing Making sure our office supplies are stocked What we're looking for: Previous experience in mortgage admin is essential Comfortable using computers and CRM systems Good attention to detail and a methodical approach Able to manage your time and keep things organised Friendly, professional phone manner Someone who's reliable and takes confidentiality seriously What we offer : A friendly, supportive team environment 23 days annual leave (pro rata) + bank holidays Pension scheme On-site parking Life insurance (Death in Service benefit) If this sounds like a good fit, we'd love to hear from you

Best Practice Associate Up to £40,000 + Excellent Benefits Location: Handforth, Cheshire (Hybrid Working Available) Are you an experienced compliance or financial planning professional with a passion for driving best practice? I m recruiting on behalf of a leading, award-winning financial services firm that is looking for a Best Practice Associate to join their growing team. This role goes beyond traditional compliance it s about embedding excellence, ensuring good client outcomes, and supporting a culture where high standards come as standard. The Role As a Best Practice Associate , you ll work closely with financial planners, client managers, and other teams across the business to ensure advice, processes, and communications are clear, fair, and effective. You ll help shape policies, review client files, and make a real impact on how the business delivers results for clients. Key Responsibilities Conducting file and annual reviews to ensure suitability of advice and regulatory adherence. Promoting a culture of Best Practice, Consumer Duty, and Treating Customers Fairly. Reviewing communications and financial promotions to ensure clarity and compliance. Handling complaints in line with regulatory standards. Maintaining and updating policies, procedures, and regulatory documentation. Partnering with planners and managers to develop client-focused strategies. Supporting projects and business initiatives with compliance expertise. About You CII Level 4 Diploma in Regulated Financial Planning (essential). Strong knowledge of FCA regulations and compliance frameworks. Exceptional attention to detail and communication skills. A proactive, collaborative approach to problem-solving and influencing change. What s on Offer This is a fantastic opportunity to join a highly respected financial services firm with a genuine focus on its people. You ll enjoy: Up to £40,000 salary plus excellent benefits. 33 days holiday (plus bank holidays) , rising to 38 with service. Flexible working framework with hybrid options. Funded study support (materials, exams, and paid study leave). Bonus scheme, pension, death in service, income protection. A supportive culture built on collaboration, growth, and development. If you re looking for a role where compliance means more than box-ticking where you can make a tangible impact this could be the perfect next step. Interested? Please email your CV and a short introduction to

Job Role: Trainee Sales Negotiator Sector: Estate Agency/Real Estate Salary: £24,800 plus uncapped commission (average OTE £32,000 year one) Location: Manchester City Centre Embark on an exciting journey as a Trainee Sales Negotiator with a dynamic real estate team. In this permanent role, you'll have the opportunity to thrive in a supportive environment, where your sales acumen and negotiation skills will be honed to perfection. With a competitive salary range of £24,800 to £32,000 and a lucrative commission structure, this position offers the potential for exceptional earnings, making it an enticing prospect for ambitious individuals seeking to excel in the real estate industry. Unlock Your Earning Potential: Earn a basic salary of £24,800 and enjoy the opportunity to earn around £32,000 through a generous commission structure, including a 3% commission on sales fees, 50% of procuration fees, solicitor referral fees, and surveyor referral fees. Thrive in a Supportive Environment: Join a dynamic team that values your growth and development, providing you with the resources and guidance to become a successful sales negotiator. Embrace a Diverse and Inclusive Culture: Our company celebrates diversity and inclusivity, welcoming candidates from all backgrounds who are eager to contribute their unique perspectives and skills to our thriving real estate business. Preferred Requirements Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. A keen eye for detail and the ability to multitask effectively in a fast-paced environment. A passion for the real estate industry and a desire to continuously learn and grow. Strong negotiation and problem-solving skills to ensure successful transactions.

A well-established Commercial Finance Brokerage is looking for an experienced and motivated New Business Sales Manager to play a key role in supporting the rapid growth of our organisation. This position will ensure all new business staff are set up for long-term success through structured onboarding, coaching, and development. Key Responsibilities Act as the dedicated manager for all new business sales hires during their first 9 12 months. Deliver structured onboarding and induction programmes covering products, systems, processes, compliance, and regulatory requirements. Provide one-to-one coaching, group training, and ongoing development support. Be the first point of contact for new hires, offering day-to-day guidance, feedback, and problem-solving support. Monitor and track performance, ensuring new hires meet KPIs and are ready to progress into senior roles. Develop sales capability through skills training, objection handling, and closing techniques. Partner with senior account managers to ensure seamless transitions into established teams. Continuously refine and enhance onboarding and development frameworks to support ongoing company growth. Contribute to the company s scale-up strategy by building a pipeline of competent, high-performing sales professionals. Key Requirements Proven sales experience, ideally within business loans, asset finance, or commercial finance. Strong understanding of the finance brokerage model and lender relationships. Demonstrated success in training, coaching, and developing sales staff (both individually and in groups). Excellent communication, leadership, and motivational skills. Highly organised with the ability to manage multiple new starters across various development stages. Strong grasp of compliance, FCA regulations, and internal business processes. Thrives in a high-growth, fast-paced, office-based environment. Performance Indicators Successful onboarding of new hires with minimal attrition. Smooth progression of new staff into senior teams within 9 12 months. Achievement of team KPIs and compliance standards. Positive feedback from new starters and senior stakeholders.

Paraplanner Preston Are you an experienced Paraplanner looking to join a respected and supportive IFA practice in Preston? This role offers the chance to work closely with advisers, contribute to client outcomes, and develop your career within a professional, collaborative environment. The Role You ll be responsible for providing technical paraplanning support, including: Producing professional suitability reports and tailoring letters to individual clients. Preparing files for client meetings and handling existing business administration. Conducting detailed product, provider, and fund research. Assisting administrators during busy periods and supporting the wider team. Submitting new business applications. Producing quotations and liaising with providers and clients. Chasing outstanding pipeline cases and fees. What We re Looking For Minimum 2 years paraplanning experience within financial services. Strong working knowledge of pensions, investments, ISAs, and protection policies. Experience writing suitability reports. Diploma qualified (or part-qualified and keen to progress). Familiarity with Intelligent Office and Selecta pension advantageous. Organised, detail-focused, and able to take ownership of your work. Strong communicator and team player, with the ability to meet deadlines. What s on Offer Salary: £27,000 £35,000 (dependent on qualifications & experience). Holidays: 25 days + bank holidays . Company pension scheme. Supportive, professional working environment. Full-time, permanent role (37.5 hours, Monday Friday). Location & Hours Office-based role in Preston Monday to Friday, 37.5 hours per week. Take the Next Step If you re an experienced paraplanner ready to make an impact in a respected IFA practice, we d love to hear from you. Apply today by sending your CV to

IFA Administrator Stone Are you detail-driven, organised, and passionate about supporting clients and advisers in the financial planning sector? We re looking for an IFA Administrator to join a professional, supportive team in Stone . You ll play a vital role in ensuring the smooth running of client services, supporting advisers, and maintaining the highest standards of compliance and efficiency. The Role As an IFA Administrator, you ll provide comprehensive administrative support to financial planners and clients, including: Creating and maintaining accurate client records across platforms, back-office systems, and cashflow/risk profiling tools. Preparing client documentation and correspondence before and after meetings. Checking and processing new business applications accurately and in line with compliance standards. Recording and reconciling fees. Liaising with product providers, chasing progress, and ensuring timely updates for clients. Sending Letters of Authority and gathering key information. Obtaining illustrations, application forms, and portfolio valuations. Managing fund switches, rebalances, top ups and withdrawals. Providing a friendly, professional point of contact for client enquiries. Diary management ensuring all meeting action points are logged and completed. Reviews & Client Support Preparing client review packs as part of the annual review process. Supporting financial planners during review meetings, if needed. Assisting with follow-up actions and implementation. ️ General Administration Answering, screening, and forwarding calls. Maintaining accurate records on back-office systems. Opening, scanning, logging, and allocating post. Handling correspondence and other tasks as directed by management. What We re Looking For Previous experience in a financial services administration role (ideally IFA/wealth management). Strong organisational and communication skills. High attention to detail and accuracy. A proactive, professional approach with the ability to prioritise effectively. Good IT skills, including MS Office and back-office systems. What s on Offer Salary up to £28,000 (depending on experience). Holidays: 25 days + bank holidays . Death in service : 3x salary (from day one). Pension: 5% employer / 3% employee contribution via NEST. Private Medical Insurance after 1 year of employment. Support towards exam attainment . Discretionary Christmas bonus . Annual bonus scheme . Quarterly team socials . Modern offices in a convenient Stone location. Clear opportunities for career development in financial services. Location & Hours Stone office-based role. Monday to Friday, standard working hours. Take the Next Step If you re ready to develop your career in financial services and thrive in a supportive, professional environment, we d love to hear from you. Apply today by sending your CV to

Financial Adviser £60,000 - £100,000 + commission London Hybrid / Remote working Are you an experienced Financial Adviser looking to improve their earnings? Frustrated with the level or volume of clients you current work with? Wanting to work for a reputable firm with existing business development relationships? If any of the above are true, then get in touch A UK based, multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team of 45 in the London office. The preference is for this person to either already be Chartered or have completed additional exams towards this. This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients (circa £10m in AUM + additional added later), the firm need to ensure this individual can both manage existing and win new business. They already have existing processes in place they use to arrange networking events, produce marketing activity and grow the network and clients for their advisers, which is something you would have access to from day 1. You will receive Paraplanning and Admin support from their on-site team. Reasons to apply: Client bank to inherit Admin / Paraplanning support £60,000 - £100,000 basic plus commission OTE is £150K+ Exam support up to Chartered If you are interested in joining a firm that can look after you, develop your skills, improve your earnings and help progress your career, then this could be the role for you.

Financial Adviser £60,000 + commission Leicester Hybrid / Remote working Are you a Financial Adviser looking to improve their earnings? Frustrated with the level or volume of clients you current work with? Looking to grow your clients, workload and case sizes? If any of the above are true, then get in touch. A UK based, multi award winning Wealth Management Business are on the lookout for experienced Financial Advisers in various locations. They have plans to increase their adviser numbers by an additional 50 in the next 18 months, therefore there are huge growth plans and it s a great time to join them Financials: £60K+ as a basic salary is the norm, with most advisers in the business are comfortably earning £100,000+ because not only do they pay on new business, but also pay the ongoing towards targets. Experience: This individual needs experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to grow your own clients, the firm need to ensure this individual can successful win new business and therefore experience of this is expected. Support: There is new business support and guidance for the Advisers, however, this is an opportunity to go and grow your own reputation as well as your clients, so the correct individual has to have the correct drive, as well as the ability to generate new clients / business using the business reputation as an in with most. You will receive Paraplanning and Admin support from their on-site team, to allow focus on speaking to clients. If you are interested in joining a firm that can look after you, develop your skills, improve your earnings and help progress your career, then this could be the role for you. Financial Adviser position, suited for someone who can win new business and put themselves out there.

Financial Adviser Circa £50-60K Leicestershire Hybrid / Remote working Are you an experienced financial adviser looking to improve their earnings? Frustrated with working low level clients? Wanting to work with more complex and niche products? If any of the above are true, then get in touch A Leicestershire based Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can demonstrate a wealth of knowledge as well as evidence of handling multiple clients. Low validation and ongoing counting towards target means the bonus are very achievable, and encourages the IFAs to build their client bank further with new business meetings. You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you. Reasons to apply: - £10-15m client bank to inherit - Admin / Paraplanning support - Circa £50-60K basic + low validation level for bonus - Hybrid working available once settled in - Exam support up to Chartered if required If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.