Intelligent Office System Manager Nationwide Based from Any UK Office Salary: £45,000 - £50,000 An exciting opportunity has arisen for an experienced Intelligent Office System Manager to join a growing and ambitious financial services organisation. This is a key role responsible for the effective operation, integrity and continuous improvement of Intelligent Office (IO) across the business. Working closely with Operations and Data teams, you will ensure operational processes are translated into efficient system design, accurate data capture and meaningful management information. This is an excellent opportunity for an individual with strong Intelligent Office expertise who enjoys driving system improvements, enhancing data quality and supporting business growth. The Role As Intelligent Office System Manager, you will take ownership of IO configuration, data quality and user adoption, ensuring processes are scalable, embedded and capable of delivering reliable management information across the organisation. You will act as the subject matter expert for Intelligent Office, supporting colleagues nationwide and playing a key role in business transformation and continuous improvement initiatives. Key Responsibilities System Administration Manage the day-to-day administration, configuration and integrity of Intelligent Office Set up and maintain user accounts, including onboarding and leaver processes Configure adviser setups, fee splits and structural changes Maintain group hierarchies and client sharing arrangements Manage user access, permissions and row-level security User Support & Training Act as the primary point of contact for all Intelligent Office queries Provide first-line support and ensure timely resolution of issues Deliver training for new users and support the rollout of system enhancements Promote best practice and drive user adoption across the business Process Implementation & Optimisation Lead the implementation of process changes within Intelligent Office Translate operational requirements into practical system solutions Challenge and refine processes where system or data limitations are identified Lead testing and rollout of system updates and enhancements Data Quality, MI & Controls Take ownership of data quality and support the development of a strong data culture Work with the Data team to ensure Intelligent Office remains the central source of client information Support management information reporting and data integrity Assist with reconciliation processes and resolve data discrepancies Work closely with Finance and Data teams to strengthen controls and reporting accuracy Support data migrations from newly acquired businesses Continuous Improvement Identify opportunities to improve system processes, efficiency and user experience Collaborate with Operations, Data and Innovation teams to deliver enhancements Contribute to the ongoing evolution of systems and operational best practice About You The successful candidate will have: In-depth experience administering Intelligent Office, including configuration, permissions and user management Previous experience within an operations, systems or administration role within financial services Strong understanding of data quality management, validation and reconciliation processes Excellent organisational and time management skills Proven experience supporting users and delivering training Strong stakeholder management skills and the ability to work across multiple departments A proactive and solutions-focused approach to problem-solving Excellent attention to detail and a commitment to data accuracy The ability to adapt and thrive in a fast-paced and evolving environment Willingness to travel nationally when required Desirable Experience Experience working within a national or multi-site financial services business Understanding of FCA regulatory requirements and advice firm operations Degree or equivalent qualification in Business, Finance or IT What's on Offer? Salary of £45,000 - £50,000 depending on experience Nationwide opportunities with flexibility to be based from any UK office The opportunity to play a key role in business transformation and growth initiatives Exposure to systems development, data strategy and acquisition activity A collaborative and supportive working environment Excellent long-term career development opportunities This is a fantastic opportunity for an experienced Intelligent Office professional looking to take ownership of a business-critical system and make a significant impact within a growing organisation. Apply today via NJR Recruitment or call quoting the reference NJR16828 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 27, 2026
Full time
Intelligent Office System Manager Nationwide Based from Any UK Office Salary: £45,000 - £50,000 An exciting opportunity has arisen for an experienced Intelligent Office System Manager to join a growing and ambitious financial services organisation. This is a key role responsible for the effective operation, integrity and continuous improvement of Intelligent Office (IO) across the business. Working closely with Operations and Data teams, you will ensure operational processes are translated into efficient system design, accurate data capture and meaningful management information. This is an excellent opportunity for an individual with strong Intelligent Office expertise who enjoys driving system improvements, enhancing data quality and supporting business growth. The Role As Intelligent Office System Manager, you will take ownership of IO configuration, data quality and user adoption, ensuring processes are scalable, embedded and capable of delivering reliable management information across the organisation. You will act as the subject matter expert for Intelligent Office, supporting colleagues nationwide and playing a key role in business transformation and continuous improvement initiatives. Key Responsibilities System Administration Manage the day-to-day administration, configuration and integrity of Intelligent Office Set up and maintain user accounts, including onboarding and leaver processes Configure adviser setups, fee splits and structural changes Maintain group hierarchies and client sharing arrangements Manage user access, permissions and row-level security User Support & Training Act as the primary point of contact for all Intelligent Office queries Provide first-line support and ensure timely resolution of issues Deliver training for new users and support the rollout of system enhancements Promote best practice and drive user adoption across the business Process Implementation & Optimisation Lead the implementation of process changes within Intelligent Office Translate operational requirements into practical system solutions Challenge and refine processes where system or data limitations are identified Lead testing and rollout of system updates and enhancements Data Quality, MI & Controls Take ownership of data quality and support the development of a strong data culture Work with the Data team to ensure Intelligent Office remains the central source of client information Support management information reporting and data integrity Assist with reconciliation processes and resolve data discrepancies Work closely with Finance and Data teams to strengthen controls and reporting accuracy Support data migrations from newly acquired businesses Continuous Improvement Identify opportunities to improve system processes, efficiency and user experience Collaborate with Operations, Data and Innovation teams to deliver enhancements Contribute to the ongoing evolution of systems and operational best practice About You The successful candidate will have: In-depth experience administering Intelligent Office, including configuration, permissions and user management Previous experience within an operations, systems or administration role within financial services Strong understanding of data quality management, validation and reconciliation processes Excellent organisational and time management skills Proven experience supporting users and delivering training Strong stakeholder management skills and the ability to work across multiple departments A proactive and solutions-focused approach to problem-solving Excellent attention to detail and a commitment to data accuracy The ability to adapt and thrive in a fast-paced and evolving environment Willingness to travel nationally when required Desirable Experience Experience working within a national or multi-site financial services business Understanding of FCA regulatory requirements and advice firm operations Degree or equivalent qualification in Business, Finance or IT What's on Offer? Salary of £45,000 - £50,000 depending on experience Nationwide opportunities with flexibility to be based from any UK office The opportunity to play a key role in business transformation and growth initiatives Exposure to systems development, data strategy and acquisition activity A collaborative and supportive working environment Excellent long-term career development opportunities This is a fantastic opportunity for an experienced Intelligent Office professional looking to take ownership of a business-critical system and make a significant impact within a growing organisation. Apply today via NJR Recruitment or call quoting the reference NJR16828 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Junior Sales Support Executive - Graduate Opportunity Trafford Park, Hybrid Working £28,000 - £32,000 + Bonus + Excellent Career Development Are you a graduate or an ambitious early-career professional looking to build a successful career in commercial sales and account management? Our client, a leading supplier to the hospitality sector, is looking to recruit a Junior Sales Support Executive to join their growing commercial team. This is an excellent opportunity to gain hands-on experience across business development, sales support and account management while working with major hotel groups and hospitality operators across the UK and internationally. This is far more than an administration role. You'll receive structured training and mentoring, with a clear progression path into Account Management or Territory Management. The Role: Working closely with the Business Development team, you will support the full sales cycle, helping to identify new opportunities, prepare commercial proposals and build strong client relationships. Key responsibilities include: Supporting the preparation of quotations, proposals and tenders Researching new business opportunities and target accounts Identifying key decision-makers and maintaining prospect databases Assisting with lead generation through email, LinkedIn and market research Managing sales activity and opportunities using CRM systems Producing sales reports, pipeline updates and forecasts Supporting account reviews and identifying opportunities for account growth Working collaboratively with Sales, Operations, Finance and Customer Experience teams to deliver exceptional customer solutions. About You We are keen to hear from graduates or individuals at the beginning of their commercial career who are eager to develop within a fast-paced business. You will ideally have: A degree or some commercial office experience Excellent communication and relationship-building skills Strong organisational and analytical abilities A proactive, self-motivated approach Confidence using Microsoft Office, particularly Excel A genuine interest in sales, business development and commercial growth Previous experience within sales or the hospitality industry is not essential as full training will be provided. What's on Offer Salary of £28,000 - £32,000 Performance-related bonus of up to 10% Hybrid working Structured training and mentoring programme Clear career progression into Account Management or Territory Management Opportunity to join a successful, growing business with an excellent reputation If you're looking for a role where you can develop your commercial skills, build long-term relationships and progress your career within sales and account management, we'd love to hear from you. Apply online or for further information contact one of our specialist consultants quoting reference number: NJR16850
Jul 27, 2026
Full time
Junior Sales Support Executive - Graduate Opportunity Trafford Park, Hybrid Working £28,000 - £32,000 + Bonus + Excellent Career Development Are you a graduate or an ambitious early-career professional looking to build a successful career in commercial sales and account management? Our client, a leading supplier to the hospitality sector, is looking to recruit a Junior Sales Support Executive to join their growing commercial team. This is an excellent opportunity to gain hands-on experience across business development, sales support and account management while working with major hotel groups and hospitality operators across the UK and internationally. This is far more than an administration role. You'll receive structured training and mentoring, with a clear progression path into Account Management or Territory Management. The Role: Working closely with the Business Development team, you will support the full sales cycle, helping to identify new opportunities, prepare commercial proposals and build strong client relationships. Key responsibilities include: Supporting the preparation of quotations, proposals and tenders Researching new business opportunities and target accounts Identifying key decision-makers and maintaining prospect databases Assisting with lead generation through email, LinkedIn and market research Managing sales activity and opportunities using CRM systems Producing sales reports, pipeline updates and forecasts Supporting account reviews and identifying opportunities for account growth Working collaboratively with Sales, Operations, Finance and Customer Experience teams to deliver exceptional customer solutions. About You We are keen to hear from graduates or individuals at the beginning of their commercial career who are eager to develop within a fast-paced business. You will ideally have: A degree or some commercial office experience Excellent communication and relationship-building skills Strong organisational and analytical abilities A proactive, self-motivated approach Confidence using Microsoft Office, particularly Excel A genuine interest in sales, business development and commercial growth Previous experience within sales or the hospitality industry is not essential as full training will be provided. What's on Offer Salary of £28,000 - £32,000 Performance-related bonus of up to 10% Hybrid working Structured training and mentoring programme Clear career progression into Account Management or Territory Management Opportunity to join a successful, growing business with an excellent reputation If you're looking for a role where you can develop your commercial skills, build long-term relationships and progress your career within sales and account management, we'd love to hear from you. Apply online or for further information contact one of our specialist consultants quoting reference number: NJR16850
Administrator £25,000 - £30,000 Bury - Office Based Would you like to be a part of a well established clothing import business? This is an exciting time to join my client, a supplier of apparel to the UK High Street and Online Retailers. You will be joining the business as an Assistant to the Director - some experience is preferred in a similar Imports environment. This role will suit candidates from the following backgrounds: Accounts - Sales Ledger, etc Order Processing / Sales Administrator Administrators - from Imports or similar The role will include: Assist with admin, communication and reporting Accounts support - Purchase / Sales ledger Sales Order Processing Liaising with all departments General PA duties Skills Required: Very organised and strong time management skills Excellent attention to detail Able to learn quick and eager to develop further Strong communicator and can-do attitude Good IT skills, in particular with Excel Able to multi-task and remain calm under pressure Keen to work in face-paced workplace and environment At least 2 years' experience in similar or related role In return our client offers the opportunity to progress in this fast-paced environment.
Jul 27, 2026
Full time
Administrator £25,000 - £30,000 Bury - Office Based Would you like to be a part of a well established clothing import business? This is an exciting time to join my client, a supplier of apparel to the UK High Street and Online Retailers. You will be joining the business as an Assistant to the Director - some experience is preferred in a similar Imports environment. This role will suit candidates from the following backgrounds: Accounts - Sales Ledger, etc Order Processing / Sales Administrator Administrators - from Imports or similar The role will include: Assist with admin, communication and reporting Accounts support - Purchase / Sales ledger Sales Order Processing Liaising with all departments General PA duties Skills Required: Very organised and strong time management skills Excellent attention to detail Able to learn quick and eager to develop further Strong communicator and can-do attitude Good IT skills, in particular with Excel Able to multi-task and remain calm under pressure Keen to work in face-paced workplace and environment At least 2 years' experience in similar or related role In return our client offers the opportunity to progress in this fast-paced environment.
Product Specialist (Buying) Would suit Junior Buyer, NPD Coordinator or similar Competitive salary plus benefits Trafford - Hybrid Working - 2-3 Days Working from Home An exciting opportunity has arisen for an organised and proactive Product Specialist to join a growing and dynamic business. This is a fantastic opportunity for someone with experience in product management, project management or new product development coordination who enjoys managing multiple projects and working collaboratively across different teams. You will play a key role in managing the end-to-end product launch process, ensuring products are delivered on time and to the highest standards while acting as the central point of coordination between internal departments and customers. The Role As a Product Specialist, you will oversee the full product lifecycle, from initial approval through to launch and eventual discontinuation. You will work closely with commercial, supply chain, operations and product development teams to ensure projects remain on track and stakeholders are aligned throughout the process. Key Responsibilities Lead and manage the critical path for product launches across assigned accounts Oversee the full product lifecycle from approval to launch and discontinuation Create internal product specifications and define detailed product requirements Produce costings based on briefs received from the Sales team Manage and track critical path plans, ensuring milestones are achieved Identify, escalate and resolve risks that may impact launch timelines Support product lifecycle management and end-of-life planning for discontinued products Manage product codes, price lists and discontinuation activities Create and manage artwork for product packaging, labels and supporting materials Conduct market research and product reviews to identify opportunities for improvement and innovation Coordinate and track product samples across multiple departments Manage product sign-off processes and ensure timely submission to customers Attend customer meetings and support product discussions and presentations Coordinate packaging trials and ensure products are packed to agreed specifications Respond to customer queries and build strong relationships with key stakeholders Support continuous improvement initiatives and contribute ideas to enhance processes and systems Provide cover for colleagues where required and support wider Product Management projects About You The successful candidate will have: Experience within product management, project management or new product development coordination Strong project management and organisational skills with the ability to manage multiple projects simultaneously Experience working with cross-functional teams, including commercial, operations, supply chain and development teams Excellent communication and stakeholder management skills Exceptional attention to detail, particularly when managing specifications and product data Strong problem-solving skills and a proactive approach to risk management Good systems and data management skills, ideally with exposure to PLM, CRM or ERP systems The ability to work independently and prioritise competing demands effectively Personal Attributes Highly organised and proactive A collaborative team player Commercially aware and customer focused Adaptable and comfortable working in a fast-paced environment Passionate about continuous improvement and process enhancement What's on Offer? A varied and fast-paced role with excellent exposure across the business The opportunity to work with a collaborative and supportive team Genuine opportunities for development and career progression If you're looking for a role where you can take ownership of projects, work cross-functionally and make a real impact on product delivery and innovation, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16836 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 26, 2026
Full time
Product Specialist (Buying) Would suit Junior Buyer, NPD Coordinator or similar Competitive salary plus benefits Trafford - Hybrid Working - 2-3 Days Working from Home An exciting opportunity has arisen for an organised and proactive Product Specialist to join a growing and dynamic business. This is a fantastic opportunity for someone with experience in product management, project management or new product development coordination who enjoys managing multiple projects and working collaboratively across different teams. You will play a key role in managing the end-to-end product launch process, ensuring products are delivered on time and to the highest standards while acting as the central point of coordination between internal departments and customers. The Role As a Product Specialist, you will oversee the full product lifecycle, from initial approval through to launch and eventual discontinuation. You will work closely with commercial, supply chain, operations and product development teams to ensure projects remain on track and stakeholders are aligned throughout the process. Key Responsibilities Lead and manage the critical path for product launches across assigned accounts Oversee the full product lifecycle from approval to launch and discontinuation Create internal product specifications and define detailed product requirements Produce costings based on briefs received from the Sales team Manage and track critical path plans, ensuring milestones are achieved Identify, escalate and resolve risks that may impact launch timelines Support product lifecycle management and end-of-life planning for discontinued products Manage product codes, price lists and discontinuation activities Create and manage artwork for product packaging, labels and supporting materials Conduct market research and product reviews to identify opportunities for improvement and innovation Coordinate and track product samples across multiple departments Manage product sign-off processes and ensure timely submission to customers Attend customer meetings and support product discussions and presentations Coordinate packaging trials and ensure products are packed to agreed specifications Respond to customer queries and build strong relationships with key stakeholders Support continuous improvement initiatives and contribute ideas to enhance processes and systems Provide cover for colleagues where required and support wider Product Management projects About You The successful candidate will have: Experience within product management, project management or new product development coordination Strong project management and organisational skills with the ability to manage multiple projects simultaneously Experience working with cross-functional teams, including commercial, operations, supply chain and development teams Excellent communication and stakeholder management skills Exceptional attention to detail, particularly when managing specifications and product data Strong problem-solving skills and a proactive approach to risk management Good systems and data management skills, ideally with exposure to PLM, CRM or ERP systems The ability to work independently and prioritise competing demands effectively Personal Attributes Highly organised and proactive A collaborative team player Commercially aware and customer focused Adaptable and comfortable working in a fast-paced environment Passionate about continuous improvement and process enhancement What's on Offer? A varied and fast-paced role with excellent exposure across the business The opportunity to work with a collaborative and supportive team Genuine opportunities for development and career progression If you're looking for a role where you can take ownership of projects, work cross-functionally and make a real impact on product delivery and innovation, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16836 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Platform Administrator Nationwide Based from Any Office Location Salary: Up to £35,000 An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business. This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group. The Role As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators. The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment. Key Responsibilities Support platform migrations and onboard new client assets Respond to queries from advisers, paraplanners and administrators across the group Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases Create and amend investment models Process manual trades and fund conversions Produce platform reports and validate data accuracy Submit asset and fund availability requests Assist with complaints handling and error resolution Maintain accurate and up-to-date platform resources and documentation on the intranet Set up and manage staff platform access and permissions Coordinate platform maintenance requirements Handle AML and bank verification queries Liaise with third-party providers and discretionary fund managers Monitor and manage team mailboxes Support ad hoc projects and platform development initiatives as required About You The successful candidate will have: Previous experience within the IFA market and working with provider platforms, with a minimum of three years' experience preferred Strong attention to detail and a high level of accuracy Excellent verbal and written communication skills The ability to work effectively in a fast-paced environment Strong organisational skills with the ability to prioritise workloads independently Confidence in identifying and escalating issues where appropriate Strong IT and systems capability The ability to quickly learn and adapt to new software and systems Excellent time management skills and a reliable, professional approach What's on Offer? Salary up to £35,000 depending on experience Nationwide opportunities with flexibility to be based from any office location A supportive and collaborative working environment Exposure to platform projects and business improvement initiatives Excellent opportunities for career development and progression The chance to play a key role in the continued growth and evolution of the business This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued. Apply today via NJR Recruitment or call quoting the reference NJR16827 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 26, 2026
Full time
Platform Administrator Nationwide Based from Any Office Location Salary: Up to £35,000 An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business. This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group. The Role As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators. The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment. Key Responsibilities Support platform migrations and onboard new client assets Respond to queries from advisers, paraplanners and administrators across the group Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases Create and amend investment models Process manual trades and fund conversions Produce platform reports and validate data accuracy Submit asset and fund availability requests Assist with complaints handling and error resolution Maintain accurate and up-to-date platform resources and documentation on the intranet Set up and manage staff platform access and permissions Coordinate platform maintenance requirements Handle AML and bank verification queries Liaise with third-party providers and discretionary fund managers Monitor and manage team mailboxes Support ad hoc projects and platform development initiatives as required About You The successful candidate will have: Previous experience within the IFA market and working with provider platforms, with a minimum of three years' experience preferred Strong attention to detail and a high level of accuracy Excellent verbal and written communication skills The ability to work effectively in a fast-paced environment Strong organisational skills with the ability to prioritise workloads independently Confidence in identifying and escalating issues where appropriate Strong IT and systems capability The ability to quickly learn and adapt to new software and systems Excellent time management skills and a reliable, professional approach What's on Offer? Salary up to £35,000 depending on experience Nationwide opportunities with flexibility to be based from any office location A supportive and collaborative working environment Exposure to platform projects and business improvement initiatives Excellent opportunities for career development and progression The chance to play a key role in the continued growth and evolution of the business This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued. Apply today via NJR Recruitment or call quoting the reference NJR16827 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Platform Administrator Nationwide Based from Any Office Location Salary: Up to £35,000 An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business. This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group. The Role As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators. The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment. Key Responsibilities Support platform migrations and onboard new client assets Respond to queries from advisers, paraplanners and administrators across the group Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases Create and amend investment models Process manual trades and fund conversions Produce platform reports and validate data accuracy Submit asset and fund availability requests Assist with complaints handling and error resolution Maintain accurate and up-to-date platform resources and documentation on the intranet Set up and manage staff platform access and permissions Coordinate platform maintenance requirements Handle AML and bank verification queries Liaise with third-party providers and discretionary fund managers Monitor and manage team mailboxes Support ad hoc projects and platform development initiatives as required About You The successful candidate will have: Previous experience within the IFA market and working with provider platforms, with a minimum of three years' experience preferred Strong attention to detail and a high level of accuracy Excellent verbal and written communication skills The ability to work effectively in a fast-paced environment Strong organisational skills with the ability to prioritise workloads independently Confidence in identifying and escalating issues where appropriate Strong IT and systems capability The ability to quickly learn and adapt to new software and systems Excellent time management skills and a reliable, professional approach What's on Offer? Salary up to £35,000 depending on experience Nationwide opportunities with flexibility to be based from any office location A supportive and collaborative working environment Exposure to platform projects and business improvement initiatives Excellent opportunities for career development and progression The chance to play a key role in the continued growth and evolution of the business This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued. Apply today via NJR Recruitment or call quoting the reference NJR16827 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 25, 2026
Full time
Platform Administrator Nationwide Based from Any Office Location Salary: Up to £35,000 An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business. This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group. The Role As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators. The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment. Key Responsibilities Support platform migrations and onboard new client assets Respond to queries from advisers, paraplanners and administrators across the group Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases Create and amend investment models Process manual trades and fund conversions Produce platform reports and validate data accuracy Submit asset and fund availability requests Assist with complaints handling and error resolution Maintain accurate and up-to-date platform resources and documentation on the intranet Set up and manage staff platform access and permissions Coordinate platform maintenance requirements Handle AML and bank verification queries Liaise with third-party providers and discretionary fund managers Monitor and manage team mailboxes Support ad hoc projects and platform development initiatives as required About You The successful candidate will have: Previous experience within the IFA market and working with provider platforms, with a minimum of three years' experience preferred Strong attention to detail and a high level of accuracy Excellent verbal and written communication skills The ability to work effectively in a fast-paced environment Strong organisational skills with the ability to prioritise workloads independently Confidence in identifying and escalating issues where appropriate Strong IT and systems capability The ability to quickly learn and adapt to new software and systems Excellent time management skills and a reliable, professional approach What's on Offer? Salary up to £35,000 depending on experience Nationwide opportunities with flexibility to be based from any office location A supportive and collaborative working environment Exposure to platform projects and business improvement initiatives Excellent opportunities for career development and progression The chance to play a key role in the continued growth and evolution of the business This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued. Apply today via NJR Recruitment or call quoting the reference NJR16827 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Senior Claims Handler Location: Shrewsbury (Office-Based) Salary: £28,000 - £33,000 DOE Join a Growing Independent Insurance Brokerage as a Senior Claims Handler We're recruiting for a well-established independent insurance brokerage that delivers exceptional client service. Due to continued growth, they're seeking an experienced Senior Claims Handler to join their friendly Shrewsbury team. The Role: You'll manage a varied caseload across commercial, agricultural and personal lines , working with insurers, brokers, loss adjusters and solicitors to achieve positive outcomes while supporting the wider claims team. Key Responsibilities- - Manage commercial, agricultural and personal lines claims from notification to settlement. - Support clients throughout the claims process, maintaining clear and regular communication. - Monitor outstanding claims, follow up proactively and ensure timely resolutions. - Process settlements and customer payments accurately and promptly. - Review claims for accuracy and compliance with company procedures. - Support and mentor colleagues within the claims team where required. About You- We're looking for someone with: - Proven experience in an insurance claims role. - Experience handling commercial insurance claims across multiple classes. - Strong knowledge of claims procedures and insurer processes. - Excellent communication and client relationship management skills. - Ability to prioritise workloads and manage multiple claims simultaneously. - Experience using Acturis is preferred albeit not essential What's on Offer? - Monday to Friday, 9:00am - 5:00pm. - 25 days' annual leave plus bank holidays, increasing with service. - Company pension scheme and health plan after one year's service. - Free on-site parking. - Ongoing training, development and career progression. If you're looking to join a respected independent brokerage where your experience will be recognised and your career can develop, we'd love to hear from you. For further information, please contact one of our specialist consultants and quote job reference NJR 16815.
Jul 23, 2026
Full time
Senior Claims Handler Location: Shrewsbury (Office-Based) Salary: £28,000 - £33,000 DOE Join a Growing Independent Insurance Brokerage as a Senior Claims Handler We're recruiting for a well-established independent insurance brokerage that delivers exceptional client service. Due to continued growth, they're seeking an experienced Senior Claims Handler to join their friendly Shrewsbury team. The Role: You'll manage a varied caseload across commercial, agricultural and personal lines , working with insurers, brokers, loss adjusters and solicitors to achieve positive outcomes while supporting the wider claims team. Key Responsibilities- - Manage commercial, agricultural and personal lines claims from notification to settlement. - Support clients throughout the claims process, maintaining clear and regular communication. - Monitor outstanding claims, follow up proactively and ensure timely resolutions. - Process settlements and customer payments accurately and promptly. - Review claims for accuracy and compliance with company procedures. - Support and mentor colleagues within the claims team where required. About You- We're looking for someone with: - Proven experience in an insurance claims role. - Experience handling commercial insurance claims across multiple classes. - Strong knowledge of claims procedures and insurer processes. - Excellent communication and client relationship management skills. - Ability to prioritise workloads and manage multiple claims simultaneously. - Experience using Acturis is preferred albeit not essential What's on Offer? - Monday to Friday, 9:00am - 5:00pm. - 25 days' annual leave plus bank holidays, increasing with service. - Company pension scheme and health plan after one year's service. - Free on-site parking. - Ongoing training, development and career progression. If you're looking to join a respected independent brokerage where your experience will be recognised and your career can develop, we'd love to hear from you. For further information, please contact one of our specialist consultants and quote job reference NJR 16815.
Investment Operations Co-ordinator Sheffield Salary: Up to £28,000 An exciting opportunity has arisen for an Investment Operations Co-ordinator to join a growing Investment Operations team, providing vital back-office support to investment management activities. This is an excellent opportunity for someone looking to develop a career within investment operations, working in a highly regulated environment where accuracy, organisation and attention to detail are essential. You'll play a key role in supporting the full post-trade lifecycle while contributing to a range of operational projects and business initiatives. The Role As an Investment Operations Co-ordinator, you'll be responsible for a broad range of operational activities, ensuring investment transactions are processed accurately and in line with regulatory requirements. Alongside daily operational responsibilities, you'll also have the opportunity to support business improvement projects and develop your technical knowledge within investment management. Key Responsibilities Provide post-trade support, including trade booking and CREST matching oversight Process the settlement of multi-asset trades within payment cut-off deadlines Complete daily, weekly and monthly client money and custody reconciliations in line with CASS requirements Investigate and resolve reconciliation exceptions promptly Support FCA transaction reporting and monthly reconciliations Process corporate actions including dividends, interest payments and stock events Produce and distribute regulatory client reports, including valuations, tax reports and cost and charges statements Process client withdrawals and cash movements with third-party providers Maintain regular client payment schedules Process payments to HMRC relating to client tax liabilities Maintain market, pricing and security static data Complete annual ISA subscription processing Set up and maintain client portfolios and account structures Review segregated cash balances and standing data Produce monthly portfolio valuations Process in-specie transfers Support business change projects and operational improvements About You The successful candidate will have: A genuine interest in investment management and financial markets Strong organisational skills with the ability to prioritise a varied workload Excellent problem-solving skills and attention to detail The ability to work effectively in a fast-paced environment Strong communication skills and the confidence to build relationships with internal and external stakeholders An understanding of investment products, asset classes and trade settlement processes Awareness of financial services regulation and investment principles A proactive, enthusiastic and accountable approach to work Desirable Experience Advanced Microsoft Excel skills Knowledge of Microsoft Dynamics CRM or Intelligent Office Experience within Wealth Management or Investment Management Knowledge of pension and SIPP products Experience processing in-specie transfers Exposure to legal sector clients or vulnerable client cases, including trusts and Court of Protection matters Professional Development This role offers the opportunity to study towards the Investment Operations Certificate (IOC) through the Chartered Institute for Securities & Investment (CISI), helping you further develop your knowledge and build a successful career within investment operations. What's on Offer? Salary up to £28,000 depending on experience Excellent career progression within investment operations Professional study support towards the IOC qualification Exposure to a broad range of investment and operational processes A collaborative and supportive team environment The opportunity to work within a highly respected and growing financial services business If you're looking to build a long-term career in investment operations and want to join a business that will support your development, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16840 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 22, 2026
Full time
Investment Operations Co-ordinator Sheffield Salary: Up to £28,000 An exciting opportunity has arisen for an Investment Operations Co-ordinator to join a growing Investment Operations team, providing vital back-office support to investment management activities. This is an excellent opportunity for someone looking to develop a career within investment operations, working in a highly regulated environment where accuracy, organisation and attention to detail are essential. You'll play a key role in supporting the full post-trade lifecycle while contributing to a range of operational projects and business initiatives. The Role As an Investment Operations Co-ordinator, you'll be responsible for a broad range of operational activities, ensuring investment transactions are processed accurately and in line with regulatory requirements. Alongside daily operational responsibilities, you'll also have the opportunity to support business improvement projects and develop your technical knowledge within investment management. Key Responsibilities Provide post-trade support, including trade booking and CREST matching oversight Process the settlement of multi-asset trades within payment cut-off deadlines Complete daily, weekly and monthly client money and custody reconciliations in line with CASS requirements Investigate and resolve reconciliation exceptions promptly Support FCA transaction reporting and monthly reconciliations Process corporate actions including dividends, interest payments and stock events Produce and distribute regulatory client reports, including valuations, tax reports and cost and charges statements Process client withdrawals and cash movements with third-party providers Maintain regular client payment schedules Process payments to HMRC relating to client tax liabilities Maintain market, pricing and security static data Complete annual ISA subscription processing Set up and maintain client portfolios and account structures Review segregated cash balances and standing data Produce monthly portfolio valuations Process in-specie transfers Support business change projects and operational improvements About You The successful candidate will have: A genuine interest in investment management and financial markets Strong organisational skills with the ability to prioritise a varied workload Excellent problem-solving skills and attention to detail The ability to work effectively in a fast-paced environment Strong communication skills and the confidence to build relationships with internal and external stakeholders An understanding of investment products, asset classes and trade settlement processes Awareness of financial services regulation and investment principles A proactive, enthusiastic and accountable approach to work Desirable Experience Advanced Microsoft Excel skills Knowledge of Microsoft Dynamics CRM or Intelligent Office Experience within Wealth Management or Investment Management Knowledge of pension and SIPP products Experience processing in-specie transfers Exposure to legal sector clients or vulnerable client cases, including trusts and Court of Protection matters Professional Development This role offers the opportunity to study towards the Investment Operations Certificate (IOC) through the Chartered Institute for Securities & Investment (CISI), helping you further develop your knowledge and build a successful career within investment operations. What's on Offer? Salary up to £28,000 depending on experience Excellent career progression within investment operations Professional study support towards the IOC qualification Exposure to a broad range of investment and operational processes A collaborative and supportive team environment The opportunity to work within a highly respected and growing financial services business If you're looking to build a long-term career in investment operations and want to join a business that will support your development, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16840 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Adviser Manager Harrogate Up to £65,000 NJR Recruitment are delighted to be working with a growing and highly successful Financial Planning firm who are looking to recruit an experienced Adviser Manager to lead and support a team of Financial Advisers. This is an excellent opportunity for an experienced Financial Planning professional with strong leadership skills to take on a key management role within a dynamic and ambitious business. You will be responsible for overseeing the day-to-day performance, development and activity of a team of approximately 12 Advisers, helping to drive both client outcomes and business growth. The business offers a supportive and collaborative culture alongside genuine long-term progression opportunities. The Role As Adviser Manager, you will work closely with senior leadership to support the ongoing growth and performance of the advisory team. Key responsibilities will include: Managing, mentoring and supporting a team of approximately 12 Financial Advisers Driving performance across client servicing, business development and revenue generation Encouraging advisers to maximise opportunities within existing and prospective client relationships Conducting regular performance reviews, coaching sessions and development meetings Supporting advisers with complex client cases and technical guidance where required Monitoring pipeline activity, adviser productivity and business levels Working closely with compliance and operational teams to maintain high advice standards Supporting recruitment, onboarding and ongoing development of Advisers Helping to create a positive, collaborative and high-performing team culture About You Previous experience within a Financial Planning / Wealth Management environment Proven experience managing or mentoring Financial Advisers Strong understanding of holistic financial planning and regulated advice Commercially aware with the ability to drive team performance and growth Excellent communication and leadership skills Motivated, supportive and people-focused approach Able to balance performance management with maintaining excellent client outcomes Minimum level 4 diploma qualified What's on Offer Competitive basic salary depending on experience Performance-related bonus structure Opportunity to join a growing and ambitious Financial Planning firm Strong long-term progression opportunities Supportive and collaborative leadership team Excellent benefits package This is a fantastic opportunity for an experienced Financial Planning professional looking to step into a senior leadership role where they can make a genuine impact on adviser performance, client relationships and business growth. For a confidential discussion, please contact NJR Recruitment quoting NJR16820
Jul 22, 2026
Full time
Adviser Manager Harrogate Up to £65,000 NJR Recruitment are delighted to be working with a growing and highly successful Financial Planning firm who are looking to recruit an experienced Adviser Manager to lead and support a team of Financial Advisers. This is an excellent opportunity for an experienced Financial Planning professional with strong leadership skills to take on a key management role within a dynamic and ambitious business. You will be responsible for overseeing the day-to-day performance, development and activity of a team of approximately 12 Advisers, helping to drive both client outcomes and business growth. The business offers a supportive and collaborative culture alongside genuine long-term progression opportunities. The Role As Adviser Manager, you will work closely with senior leadership to support the ongoing growth and performance of the advisory team. Key responsibilities will include: Managing, mentoring and supporting a team of approximately 12 Financial Advisers Driving performance across client servicing, business development and revenue generation Encouraging advisers to maximise opportunities within existing and prospective client relationships Conducting regular performance reviews, coaching sessions and development meetings Supporting advisers with complex client cases and technical guidance where required Monitoring pipeline activity, adviser productivity and business levels Working closely with compliance and operational teams to maintain high advice standards Supporting recruitment, onboarding and ongoing development of Advisers Helping to create a positive, collaborative and high-performing team culture About You Previous experience within a Financial Planning / Wealth Management environment Proven experience managing or mentoring Financial Advisers Strong understanding of holistic financial planning and regulated advice Commercially aware with the ability to drive team performance and growth Excellent communication and leadership skills Motivated, supportive and people-focused approach Able to balance performance management with maintaining excellent client outcomes Minimum level 4 diploma qualified What's on Offer Competitive basic salary depending on experience Performance-related bonus structure Opportunity to join a growing and ambitious Financial Planning firm Strong long-term progression opportunities Supportive and collaborative leadership team Excellent benefits package This is a fantastic opportunity for an experienced Financial Planning professional looking to step into a senior leadership role where they can make a genuine impact on adviser performance, client relationships and business growth. For a confidential discussion, please contact NJR Recruitment quoting NJR16820
Trainee Financial Planning Compliance Officer Location: Manchester City Centre Salary: £35,000 Working towards the CII Level 4 Exams About the Role NJR Recruitment is working in Partnership with an Independent Firm of Financial Planners who is seeking a proactive and detail-oriented Candidate to take the step in to 'Trainee Compliance Officer' role. The successful candidate will play a key role in maintaining high standards of regulatory compliance and suitability of advice across the business. This role is ideal for someone who has proven experience working for a firm of Financial Planners or an Provider as an Administrator or Trainee Paraplanner/Paraplanner who is eager to develop their career in a supportive and professional environment. Key Responsibilities " Conduct file checks to assess suitability of advice " Perform call checks to ensure compliance with advice standards " Assess vulnerability characteristics and identify necessary support " Deliver clear and structured feedback to advisers and paraplanners " Provide ad-hoc compliance support to business departments " Ensure adherence to FCA regulations, legislation, and internal policies " Assist in implementing and maintaining robust compliance procedures Requirements " Ideally working towards CII Level 4 qualified, or completed 1-2 exams and actively working towards full qualification " Minimum 1 year of experience in compliance or a related role " Strong attention to detail and analytical skills " Effective communication and interpersonal abilities " Confidence in delivering constructive feedback Apply today via NJR Recruitment or call quoting the reference NJR16457 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jul 22, 2026
Full time
Trainee Financial Planning Compliance Officer Location: Manchester City Centre Salary: £35,000 Working towards the CII Level 4 Exams About the Role NJR Recruitment is working in Partnership with an Independent Firm of Financial Planners who is seeking a proactive and detail-oriented Candidate to take the step in to 'Trainee Compliance Officer' role. The successful candidate will play a key role in maintaining high standards of regulatory compliance and suitability of advice across the business. This role is ideal for someone who has proven experience working for a firm of Financial Planners or an Provider as an Administrator or Trainee Paraplanner/Paraplanner who is eager to develop their career in a supportive and professional environment. Key Responsibilities " Conduct file checks to assess suitability of advice " Perform call checks to ensure compliance with advice standards " Assess vulnerability characteristics and identify necessary support " Deliver clear and structured feedback to advisers and paraplanners " Provide ad-hoc compliance support to business departments " Ensure adherence to FCA regulations, legislation, and internal policies " Assist in implementing and maintaining robust compliance procedures Requirements " Ideally working towards CII Level 4 qualified, or completed 1-2 exams and actively working towards full qualification " Minimum 1 year of experience in compliance or a related role " Strong attention to detail and analytical skills " Effective communication and interpersonal abilities " Confidence in delivering constructive feedback Apply today via NJR Recruitment or call quoting the reference NJR16457 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Paraplanner / Technical Analyst Kettering Salary up to £45,000 Are you looking for more than just another paraplanning role? Would you like to join a successful, boutique financial planning firm where your expertise is valued, your professional development is supported, and your contribution genuinely makes a difference? Due to continued growth and success, an exciting opportunity has arisen for an experienced Paraplanner / Technical Analyst to join a dynamic and forward-thinking boutique financial planning business. Renowned for delivering a highly personalised service, the firm is passionate about helping clients achieve their financial goals while fostering a collaborative, supportive environment where employees can thrive. About You The successful candidate will have: Previous experience in a Paraplanning or similar technical financial planning role. A minimum Diploma in Financial Planning. Advanced Diploma, Chartered Financial Planner or CFP qualifications would be advantageous. Strong technical knowledge of financial planning, investments and industry regulations. Experience using financial planning software and research tools. Excellent analytical and problem-solving skills. Outstanding organisational skills with exceptional attention to detail. Strong written and verbal communication skills. The ability to work independently while collaborating effectively within a close-knit team. A genuine passion for financial planning and helping clients achieve their long-term financial goals. What's on Offer? Competitive salary and excellent benefits package. 25 days' annual leave plus bank holidays. Your birthday off every year. 5% employer pension contribution. Ongoing professional development and financial support towards professional examinations. Clear opportunities for career progression within a growing business. A supportive, collaborative and inclusive working environment. Mentorship and guidance to help you achieve your long-term career aspirations. The opportunity to join a respected boutique financial planning firm where your contribution is recognised and where you can make a meaningful difference to clients' lives. The Role As a Paraplanner / Technical Analyst, you will play a pivotal role in supporting the Financial Planners by undertaking detailed research, analysing clients' financial circumstances and assisting in the creation of tailored financial planning solutions that deliver exceptional client outcomes. Working closely with advisers and the wider team, you will help ensure the delivery of high-quality, compliant advice while contributing to a culture of continuous improvement, technical excellence and outstanding client service. Key Responsibilities Financial Analysis Conduct detailed analysis of clients' financial circumstances, including income, assets, liabilities and objectives. Utilise financial planning software to model scenarios and prepare financial projections. Analyse complex financial information and provide technical support to Financial Planners. Research & Due Diligence Research investment products, funds and financial planning strategies. Keep up to date with industry developments, legislation and market trends. Support the advice process through thorough product and technical research. Financial Planning Support Assist in the preparation of comprehensive financial plans and recommendations. Gather, review and assess client information and supporting documentation. Support advisers with technical analysis and report writing. Undertake administrative duties required to support the financial planning process. This is an outstanding opportunity for an ambitious Paraplanner looking to join a boutique business that combines technical excellence with a genuinely client-focused approach. If you're seeking a role where you can continue to develop your career within a supportive and growing firm, we'd love to hear from you. Apply today via NJR Recruitment, quoting the relevant reference number NJR16826 Please note: Due to the high volume of applications we receive, we may only be able to contact candidates whose experience closely matches the essential requirements of the role.
Jul 22, 2026
Full time
Paraplanner / Technical Analyst Kettering Salary up to £45,000 Are you looking for more than just another paraplanning role? Would you like to join a successful, boutique financial planning firm where your expertise is valued, your professional development is supported, and your contribution genuinely makes a difference? Due to continued growth and success, an exciting opportunity has arisen for an experienced Paraplanner / Technical Analyst to join a dynamic and forward-thinking boutique financial planning business. Renowned for delivering a highly personalised service, the firm is passionate about helping clients achieve their financial goals while fostering a collaborative, supportive environment where employees can thrive. About You The successful candidate will have: Previous experience in a Paraplanning or similar technical financial planning role. A minimum Diploma in Financial Planning. Advanced Diploma, Chartered Financial Planner or CFP qualifications would be advantageous. Strong technical knowledge of financial planning, investments and industry regulations. Experience using financial planning software and research tools. Excellent analytical and problem-solving skills. Outstanding organisational skills with exceptional attention to detail. Strong written and verbal communication skills. The ability to work independently while collaborating effectively within a close-knit team. A genuine passion for financial planning and helping clients achieve their long-term financial goals. What's on Offer? Competitive salary and excellent benefits package. 25 days' annual leave plus bank holidays. Your birthday off every year. 5% employer pension contribution. Ongoing professional development and financial support towards professional examinations. Clear opportunities for career progression within a growing business. A supportive, collaborative and inclusive working environment. Mentorship and guidance to help you achieve your long-term career aspirations. The opportunity to join a respected boutique financial planning firm where your contribution is recognised and where you can make a meaningful difference to clients' lives. The Role As a Paraplanner / Technical Analyst, you will play a pivotal role in supporting the Financial Planners by undertaking detailed research, analysing clients' financial circumstances and assisting in the creation of tailored financial planning solutions that deliver exceptional client outcomes. Working closely with advisers and the wider team, you will help ensure the delivery of high-quality, compliant advice while contributing to a culture of continuous improvement, technical excellence and outstanding client service. Key Responsibilities Financial Analysis Conduct detailed analysis of clients' financial circumstances, including income, assets, liabilities and objectives. Utilise financial planning software to model scenarios and prepare financial projections. Analyse complex financial information and provide technical support to Financial Planners. Research & Due Diligence Research investment products, funds and financial planning strategies. Keep up to date with industry developments, legislation and market trends. Support the advice process through thorough product and technical research. Financial Planning Support Assist in the preparation of comprehensive financial plans and recommendations. Gather, review and assess client information and supporting documentation. Support advisers with technical analysis and report writing. Undertake administrative duties required to support the financial planning process. This is an outstanding opportunity for an ambitious Paraplanner looking to join a boutique business that combines technical excellence with a genuinely client-focused approach. If you're seeking a role where you can continue to develop your career within a supportive and growing firm, we'd love to hear from you. Apply today via NJR Recruitment, quoting the relevant reference number NJR16826 Please note: Due to the high volume of applications we receive, we may only be able to contact candidates whose experience closely matches the essential requirements of the role.
Paraplanner Harrogate Up to £45,000 DOE Office Based NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships. Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection. The Role Key responsibilities will include: Writing detailed and compliant suitability reports Conducting technical research and analysis Preparing recommendation and review documentation Supporting advisers with complex client cases Liaising with providers and platforms to progress business Assisting with annual reviews and ongoing client servicing Ensuring all work meets FCA and internal compliance standards About You Previous experience within a Paraplanning role is essential Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary Strong experience writing suitability reports Good technical understanding of pensions, investments and financial planning products Excellent attention to detail and organisational skills Professional, personable and team-focused approach Ability to manage workloads effectively within a busy environment What's on Offer Salary up to £45,000 DOE Higher salary available for those with Level 6 Qualifications Enhanced pension scheme Death in Service cover 25 days holiday plus bank holidays Early finish every Friday Friendly and supportive office environment Opportunity to join a well-established and respected Financial Planning firm This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued. For a confidential discussion, please contact NJR Recruitment quoting NJR16819
Jul 21, 2026
Full time
Paraplanner Harrogate Up to £45,000 DOE Office Based NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Harrogate who are looking to recruit an experienced Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong individual to join a well-established and client-focused business that prides itself on delivering a high level of service and building long-term client relationships. Working closely with Financial Advisers and the wider support team, you will play a key role in supporting the delivery of holistic financial planning advice across pensions, investments and protection. The Role Key responsibilities will include: Writing detailed and compliant suitability reports Conducting technical research and analysis Preparing recommendation and review documentation Supporting advisers with complex client cases Liaising with providers and platforms to progress business Assisting with annual reviews and ongoing client servicing Ensuring all work meets FCA and internal compliance standards About You Previous experience within a Paraplanning role is essential Level 4 Diploma as a minimum, although those with Level 6 qualifications would be of most interest, and will be reflected in additional salary Strong experience writing suitability reports Good technical understanding of pensions, investments and financial planning products Excellent attention to detail and organisational skills Professional, personable and team-focused approach Ability to manage workloads effectively within a busy environment What's on Offer Salary up to £45,000 DOE Higher salary available for those with Level 6 Qualifications Enhanced pension scheme Death in Service cover 25 days holiday plus bank holidays Early finish every Friday Friendly and supportive office environment Opportunity to join a well-established and respected Financial Planning firm This is a fantastic opportunity for an experienced Paraplanner looking to join a supportive and collaborative business where technical expertise and client service are highly valued. For a confidential discussion, please contact NJR Recruitment quoting NJR16819
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Graduate IT Support Engineer Excellent salary plus Bonus and Benefits We are working with Protector Insurance to recruit a Graduate IT Support Engineer to join their growing Manchester IT team. This is a fantastic opportunity for a recent graduate with a passion for technology, strong problem-solving skills, and an interest in using AI to improve systems and workflows click apply for full job details
Oct 06, 2025
Full time
Graduate IT Support Engineer Excellent salary plus Bonus and Benefits We are working with Protector Insurance to recruit a Graduate IT Support Engineer to join their growing Manchester IT team. This is a fantastic opportunity for a recent graduate with a passion for technology, strong problem-solving skills, and an interest in using AI to improve systems and workflows click apply for full job details
Financial Adviser Hull £60,000 - £80,000 Our Client is a highly successful and innovative National IFA firm with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their Hull based team. This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team. This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients. What's in it for you? " Great basic salary " Generous bonus structure " Full admin and paraplanning support " Clients provided " 25 days annual leave & Bank Holidays " Additional day off for your birthday " Contributory pension scheme " Private Healthcare " Life assurance " Health insurance " Charity volunteer days " Excellent Training and Development As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers, as well as servicing an existing client base. Duties will include: " Speaking to clients in person, through video calls and telephone " Conduct thorough fact finds " Present financial options to clients " Work with the paraplanning and compliance teams " Conduct annual reviews What we need from you: " Minimum 5 years of previous experience as a financial planner preferably from an independent setting " A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc " Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest " Excellent communication skills " Driving licence and own vehicle Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR16068
Sep 22, 2025
Full time
Financial Adviser Hull £60,000 - £80,000 Our Client is a highly successful and innovative National IFA firm with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their Hull based team. This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team. This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients. What's in it for you? " Great basic salary " Generous bonus structure " Full admin and paraplanning support " Clients provided " 25 days annual leave & Bank Holidays " Additional day off for your birthday " Contributory pension scheme " Private Healthcare " Life assurance " Health insurance " Charity volunteer days " Excellent Training and Development As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers, as well as servicing an existing client base. Duties will include: " Speaking to clients in person, through video calls and telephone " Conduct thorough fact finds " Present financial options to clients " Work with the paraplanning and compliance teams " Conduct annual reviews What we need from you: " Minimum 5 years of previous experience as a financial planner preferably from an independent setting " A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc " Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest " Excellent communication skills " Driving licence and own vehicle Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR16068
