Are you an experienced Operations Manager looking to lead and improve business operations within a respected financial firm? Our client, based in Liverpool, is seeking a dedicated professional to manage operational efficiency, ensure compliance, and support a talented team in a fast-paced financial services environment. Location: Liverpool (Hybrid working available) Salary: Up to £65,000 Contract: Permanent, Full-Time About the Role As Operations Manager , you will oversee the smooth running of the firm's day-to-day operations, working closely with directors to support business growth while maintaining high standards of quality and compliance. This role combines leadership, process management, and people management responsibilities, offering the chance to make a significant impact on a well-established financial firm. Key Responsibilities Provide operational leadership, identifying areas for improvement to maintain excellent business standards. Ensure all business activities comply with relevant legislation and regulatory requirements. Manage weekly Management Information (MI) reporting and provide actionable insights to directors. Oversee staff training, development, and performance reviews to maximise team potential. Lead business projects to improve processes and implement new policies. Manage HR systems in line with current regulations to support employees and the business. Support recruitment, onboarding, and candidate engagement processes. Experience and Skills Required Minimum 3-5 years' experience in a financial services environment. Proven track record in effective people management. Strong understanding of financial products, legislation, and compliance standards. Operational knowledge of financial firm processes. Excellent computer literacy and attention to detail. Self-motivated, logical thinking, and commitment to continuous improvement. Dedication to professional development to meet regulatory and personal growth needs. Desirable: Knowledge of Intelligent Office software (training can be provided). Ability to work under pressure and meet deadlines. Excellent verbal and written communication skills. Why Join This Financial Firm? Be part of a respected, well-established firm in Liverpool with a strong reputation for excellence. Hybrid working options to support work-life balance. Competitive salary and opportunities for career growth. Collaborative and supportive team environment. Chance to lead operational improvements and have a direct impact on business success.
Oct 07, 2025
Full time
Are you an experienced Operations Manager looking to lead and improve business operations within a respected financial firm? Our client, based in Liverpool, is seeking a dedicated professional to manage operational efficiency, ensure compliance, and support a talented team in a fast-paced financial services environment. Location: Liverpool (Hybrid working available) Salary: Up to £65,000 Contract: Permanent, Full-Time About the Role As Operations Manager , you will oversee the smooth running of the firm's day-to-day operations, working closely with directors to support business growth while maintaining high standards of quality and compliance. This role combines leadership, process management, and people management responsibilities, offering the chance to make a significant impact on a well-established financial firm. Key Responsibilities Provide operational leadership, identifying areas for improvement to maintain excellent business standards. Ensure all business activities comply with relevant legislation and regulatory requirements. Manage weekly Management Information (MI) reporting and provide actionable insights to directors. Oversee staff training, development, and performance reviews to maximise team potential. Lead business projects to improve processes and implement new policies. Manage HR systems in line with current regulations to support employees and the business. Support recruitment, onboarding, and candidate engagement processes. Experience and Skills Required Minimum 3-5 years' experience in a financial services environment. Proven track record in effective people management. Strong understanding of financial products, legislation, and compliance standards. Operational knowledge of financial firm processes. Excellent computer literacy and attention to detail. Self-motivated, logical thinking, and commitment to continuous improvement. Dedication to professional development to meet regulatory and personal growth needs. Desirable: Knowledge of Intelligent Office software (training can be provided). Ability to work under pressure and meet deadlines. Excellent verbal and written communication skills. Why Join This Financial Firm? Be part of a respected, well-established firm in Liverpool with a strong reputation for excellence. Hybrid working options to support work-life balance. Competitive salary and opportunities for career growth. Collaborative and supportive team environment. Chance to lead operational improvements and have a direct impact on business success.
Are you an experienced Mortgage Advisor looking to take the next step in your career? We are seeking a dedicated Mortgage Advisor to join our expanding team in the Rotherham and Sheffield area. This is an excellent opportunity to grow your career, deliver expert mortgage advice, and maximise your earning potential with a competitive salary and uncapped OTE. Salary: £35,000 - £45,000 OTE Location: Rotherham/Sheffield Key Responsibilities Conduct in-depth consultations with clients across Rotherham and Sheffield to assess their financial needs and provide tailored mortgage advice. Recommend the best whole-of-market mortgage products, helping clients secure the right mortgage solution. Manage the end-to-end mortgage application process, from initial submission to completion. Build and maintain strong relationships with clients, lenders, and solicitors. Ensure full compliance with industry regulations and company standards. What We're Looking For Proven success as a Mortgage Advisor with a strong track record. Full CeMAP qualification or equivalent mortgage-related qualification. In-depth knowledge of whole-of-market mortgage products. Excellent communication and interpersonal skills. Proactive, client-focused approach and commitment to professional excellence. Why Join Us? This role offers the chance to advance your career as a Mortgage Advisor in a supportive and collaborative environment. You will work closely with clients across Rotherham and Sheffield, providing high-quality mortgage advice and helping them achieve their financial goals. We offer a forward-thinking workplace where your contributions are recognised and rewarded. You will have the opportunity to grow your client base, expand your mortgage advisory skills, and be part of a team that values technical expertise and professional development. If you are a qualified and ambitious Mortgage Advisor ready for a fresh challenge, this is your chance to join a dynamic team, provide expert mortgage advice, and take your career to the next level. Apply today to become a key member of our Rotherham/Sheffield mortgage advisory team.
Oct 07, 2025
Full time
Are you an experienced Mortgage Advisor looking to take the next step in your career? We are seeking a dedicated Mortgage Advisor to join our expanding team in the Rotherham and Sheffield area. This is an excellent opportunity to grow your career, deliver expert mortgage advice, and maximise your earning potential with a competitive salary and uncapped OTE. Salary: £35,000 - £45,000 OTE Location: Rotherham/Sheffield Key Responsibilities Conduct in-depth consultations with clients across Rotherham and Sheffield to assess their financial needs and provide tailored mortgage advice. Recommend the best whole-of-market mortgage products, helping clients secure the right mortgage solution. Manage the end-to-end mortgage application process, from initial submission to completion. Build and maintain strong relationships with clients, lenders, and solicitors. Ensure full compliance with industry regulations and company standards. What We're Looking For Proven success as a Mortgage Advisor with a strong track record. Full CeMAP qualification or equivalent mortgage-related qualification. In-depth knowledge of whole-of-market mortgage products. Excellent communication and interpersonal skills. Proactive, client-focused approach and commitment to professional excellence. Why Join Us? This role offers the chance to advance your career as a Mortgage Advisor in a supportive and collaborative environment. You will work closely with clients across Rotherham and Sheffield, providing high-quality mortgage advice and helping them achieve their financial goals. We offer a forward-thinking workplace where your contributions are recognised and rewarded. You will have the opportunity to grow your client base, expand your mortgage advisory skills, and be part of a team that values technical expertise and professional development. If you are a qualified and ambitious Mortgage Advisor ready for a fresh challenge, this is your chance to join a dynamic team, provide expert mortgage advice, and take your career to the next level. Apply today to become a key member of our Rotherham/Sheffield mortgage advisory team.
Trainee Paraplanner Location - Nottingham Salary up to £32,000 We are working with a boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a 121 with a Senior Paraplanner on a wide range of financial planning cases to help support Financial Advisers in pre and post-meeting Technical Analysis. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £32,000 DOE Study support to complete Level 4 diploma in Financial Planning 121 training and development program # Flexible hours If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
Oct 07, 2025
Full time
Trainee Paraplanner Location - Nottingham Salary up to £32,000 We are working with a boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a 121 with a Senior Paraplanner on a wide range of financial planning cases to help support Financial Advisers in pre and post-meeting Technical Analysis. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £32,000 DOE Study support to complete Level 4 diploma in Financial Planning 121 training and development program # Flexible hours If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
Paraplanner Salary: £40,000 - £50,000 DOE Duration: Permanent, Full time, Office-based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Camberley who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm's Financial Advisers and Administrators to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation. Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future. What's on offer? Competitive base salary in line with experience and qualifications. 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
Oct 03, 2025
Full time
Paraplanner Salary: £40,000 - £50,000 DOE Duration: Permanent, Full time, Office-based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Camberley who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm's Financial Advisers and Administrators to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation. Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future. What's on offer? Competitive base salary in line with experience and qualifications. 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
Paraplanner Location: Reading Salary: £40,000 - £50,000 DOE Duration: Permanent, Full time, Office-based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Reading who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm's Financial Advisers and Administrators to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation. Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future. What's on offer? Competitive base salary in line with experience and qualifications. 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
Oct 03, 2025
Full time
Paraplanner Location: Reading Salary: £40,000 - £50,000 DOE Duration: Permanent, Full time, Office-based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with a business in Reading who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm's Financial Advisers and Administrators to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation. Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future. What's on offer? Competitive base salary in line with experience and qualifications. 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week with flexible start times Study Support and Sponsorship through financial planning exams Comprehensive insurance benefits Enhanced pension
Our client, a well-respected name within financial services, are seeking a client-focused IFA to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping HNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.
Sep 23, 2025
Full time
Our client, a well-respected name within financial services, are seeking a client-focused IFA to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping HNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.
Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams
Sep 23, 2025
Full time
Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams
Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.
Sep 23, 2025
Full time
Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.
