Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis. Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years' experience to join their team, working closely with and supporting Adviser's to ensure high-quality, compliant advice is given. Due to the location of the office candidates will be required to drive / have access to their own vehicle. Key Responsibilities: Prepare high-quality suitability reports across investments, pensions, protection and retirement planning Conduct technical research based on client information Produce cashflow modelling and planning illustrations for clients Support Adviser's with pre- and post-meeting preparations Ensure a high-level of communication is maintained with clients at all times Support Adviser's with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times Key Experience: Minimum of 3 years' experience as a Paraplanner, supporting IFAs in a regulated environment Qualifications are advantageous although candidates who are not fully-qualified will be considered also Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times Experience writing suitability reports Good understanding of the regulated advice process This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field. You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process. CVs are being reviewed, so please apply now for immediate consideration.
May 26, 2026
Full time
Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis. Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years' experience to join their team, working closely with and supporting Adviser's to ensure high-quality, compliant advice is given. Due to the location of the office candidates will be required to drive / have access to their own vehicle. Key Responsibilities: Prepare high-quality suitability reports across investments, pensions, protection and retirement planning Conduct technical research based on client information Produce cashflow modelling and planning illustrations for clients Support Adviser's with pre- and post-meeting preparations Ensure a high-level of communication is maintained with clients at all times Support Adviser's with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times Key Experience: Minimum of 3 years' experience as a Paraplanner, supporting IFAs in a regulated environment Qualifications are advantageous although candidates who are not fully-qualified will be considered also Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times Experience writing suitability reports Good understanding of the regulated advice process This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field. You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process. CVs are being reviewed, so please apply now for immediate consideration.
Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward. This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you re used to liaising with customers on a regular basis. Key Responsibilities Answering inbound and making outbound calls to clients Dealing with enquiries via email and acting as the first point of contact for queries Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business Updating and taking notes in internal systems and databases Taking payments over the phone from customers Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details Chasing other departments for outstanding documentation Key Experience: Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal Good communicator, confident liaising with colleagues, third parties and clients of all levels Able to work both independently and as part of a team Confident updating internal systems Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times Excellent customer service skills, confident being the first point of contact for queries This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry. This would be a great role for someone looking to transition their experience in to a Financial Services role or someone looking to move into a customer-focused position. CVs are being reviewed so please apply now for immediate consideration.
May 25, 2026
Full time
Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward. This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you re used to liaising with customers on a regular basis. Key Responsibilities Answering inbound and making outbound calls to clients Dealing with enquiries via email and acting as the first point of contact for queries Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business Updating and taking notes in internal systems and databases Taking payments over the phone from customers Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details Chasing other departments for outstanding documentation Key Experience: Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal Good communicator, confident liaising with colleagues, third parties and clients of all levels Able to work both independently and as part of a team Confident updating internal systems Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times Excellent customer service skills, confident being the first point of contact for queries This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry. This would be a great role for someone looking to transition their experience in to a Financial Services role or someone looking to move into a customer-focused position. CVs are being reviewed so please apply now for immediate consideration.
Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis. Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations. The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience. Key Responsibilities: Support the team of Advisors and Director with mortgagerelated research for clients, administration, suitability reports and client communication Act as the first point of contact for any client or thirdparty questions Maintain a highlevel of industry and regulatory knowledge Handle all compliance documentation Ensure all data and information is maintained accurately on the inhouse system Support with a combination of residential, commercial and BTL mortgages, through to completion Key Experience: Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential Strong administrative experience, able to work both independently and as part of a team Excellent communicator, confident working with colleagues, clients and third parties of all levels Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times Excellent written and verbal communication Great attitude to work, keen to learn and progress This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change. You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties. CVs are being reviewed, so please apply now for immediate consideration.
May 22, 2026
Full time
Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis. Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations. The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience. Key Responsibilities: Support the team of Advisors and Director with mortgagerelated research for clients, administration, suitability reports and client communication Act as the first point of contact for any client or thirdparty questions Maintain a highlevel of industry and regulatory knowledge Handle all compliance documentation Ensure all data and information is maintained accurately on the inhouse system Support with a combination of residential, commercial and BTL mortgages, through to completion Key Experience: Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential Strong administrative experience, able to work both independently and as part of a team Excellent communicator, confident working with colleagues, clients and third parties of all levels Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times Excellent written and verbal communication Great attitude to work, keen to learn and progress This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change. You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties. CVs are being reviewed, so please apply now for immediate consideration.
