We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection. Responsibilities: Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice. You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Experience: The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions. This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme
Jul 04, 2026
Full time
We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection. Responsibilities: Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice. You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Experience: The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions. This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme
Our client, one of the regions leading mortgage brokers, is currently looking to recruit an experienced Mortgage Advisor to join their growing team. Candidates will be required to work with clients generated from pre-qualified leads and sell a range of mortgage and protection products. Candidates need to be self motivated and able to develop relationships with a range of clients. Experience: - Candidates need to come from a Mortgage Advice background (this could be within a tied environment or perhaps an estate agency or new build mortgage background)- Be fully CeMAP or equivalent qualified.- Be hardworking and self motivated. In return candidates can expect to receive an excellent package including competitive basic, enhanced benefits, all leads provided and an excellent uncapped OTE
Jul 02, 2026
Full time
Our client, one of the regions leading mortgage brokers, is currently looking to recruit an experienced Mortgage Advisor to join their growing team. Candidates will be required to work with clients generated from pre-qualified leads and sell a range of mortgage and protection products. Candidates need to be self motivated and able to develop relationships with a range of clients. Experience: - Candidates need to come from a Mortgage Advice background (this could be within a tied environment or perhaps an estate agency or new build mortgage background)- Be fully CeMAP or equivalent qualified.- Be hardworking and self motivated. In return candidates can expect to receive an excellent package including competitive basic, enhanced benefits, all leads provided and an excellent uncapped OTE
We are pleased to be working on behalf a leading mortgage and broader financial planning client seeking to further expand their mortgage division with the addition of an experienced / Senior Mortgage Administrator. This is a great opportunity for someone who is either looking to be a career administrator, or perhaps someone seeking to further progress into Mortgage Advice and potentially Financial Planning. Responsibilities: Support Mortgage and Protection Advisors by providing full administration support. Liaise with lenders, clients, insurers etc and manage client documentation supporting the mortgage application process from initial enquiry and submission to completion. Provide a high level of customer service and be mindful of compliance and internal processes. Experience: Candidates need to have experience administering a range of mortgages within an independent or tied environment. Experience of dealing with protection cases and applications would be preferable. You will have strong communication and organisational skills and have a high attention to detail. In return our client is offering a competitive salary and benefits package as well as plenty of opportunities for progression, development and support with achieving professional qualifications such as CeMAP.
Jun 30, 2026
Full time
We are pleased to be working on behalf a leading mortgage and broader financial planning client seeking to further expand their mortgage division with the addition of an experienced / Senior Mortgage Administrator. This is a great opportunity for someone who is either looking to be a career administrator, or perhaps someone seeking to further progress into Mortgage Advice and potentially Financial Planning. Responsibilities: Support Mortgage and Protection Advisors by providing full administration support. Liaise with lenders, clients, insurers etc and manage client documentation supporting the mortgage application process from initial enquiry and submission to completion. Provide a high level of customer service and be mindful of compliance and internal processes. Experience: Candidates need to have experience administering a range of mortgages within an independent or tied environment. Experience of dealing with protection cases and applications would be preferable. You will have strong communication and organisational skills and have a high attention to detail. In return our client is offering a competitive salary and benefits package as well as plenty of opportunities for progression, development and support with achieving professional qualifications such as CeMAP.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will haveexcellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Jun 30, 2026
Full time
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will haveexcellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Responsibilities: - Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. - You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Experience: - Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. - Candidates will ideally hold professional qualifications although this is not essential. - You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Jun 30, 2026
Full time
Our client, a well established an already established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Responsibilities: - Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. - You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Experience: - Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. - Candidates will ideally hold professional qualifications although this is not essential. - You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Required experience: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - The ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Jun 30, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Required experience: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - The ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
We are pleased to be working on behalf a leading mortgage client seeking to further expand their mortgage division with the addition of an experienced / Senior Mortgage Administrator. This is a great opportunity for someone who is either looking to be a career administrator, or perhaps someone seeking to further progress into Mortgage Advice and potentially Financial Planning. Responsibilities: Support Mortgage and Protection Advisors by providing full administration support. Liaise with lenders, clients, insurers etc and manage client documentation supporting the mortgage application process from initial enquiry and submission to completion. Provide a high level of customer service and be mindful of compliance and internal processes. Experience: Candidates need to have experience administering a range of mortgages within an independent or tied environment. Experience of dealing with protection cases and applications would be preferable. You will have strong communication and organisational skills and have a high attention to detail. In return our client is offering a competitive salary and benefits package as well as plenty of opportunities for progression, development and support with achieving professional qualifications such as CeMAP.
Jun 30, 2026
Full time
We are pleased to be working on behalf a leading mortgage client seeking to further expand their mortgage division with the addition of an experienced / Senior Mortgage Administrator. This is a great opportunity for someone who is either looking to be a career administrator, or perhaps someone seeking to further progress into Mortgage Advice and potentially Financial Planning. Responsibilities: Support Mortgage and Protection Advisors by providing full administration support. Liaise with lenders, clients, insurers etc and manage client documentation supporting the mortgage application process from initial enquiry and submission to completion. Provide a high level of customer service and be mindful of compliance and internal processes. Experience: Candidates need to have experience administering a range of mortgages within an independent or tied environment. Experience of dealing with protection cases and applications would be preferable. You will have strong communication and organisational skills and have a high attention to detail. In return our client is offering a competitive salary and benefits package as well as plenty of opportunities for progression, development and support with achieving professional qualifications such as CeMAP.
We are pleased to be supporting a well established wealth management business with an expanding employee benefits arm seeking to recruit an experienced new business focussed Employee Benefits Consultant to join their team providing high level of advice and support to clients across the full employee benefits range, including corporate pensions, group risk, healthcare, flexible benefits and wellbeing programmes, employee communications and education. Responsibilities: You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Candidates will be responsible for the ownership and growth of a portfolio of corporate clients delivering advice across all areas of employee benefits. Experience: Proven experience within a corporate consulting or employee benefits consulting environment Strong and demonstrable technical knowledge across corporate pensions and wider benefits such as group life, group income protection, PMI, healthcare, flexible benefits etc. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent bonus scheme
Jun 30, 2026
Full time
We are pleased to be supporting a well established wealth management business with an expanding employee benefits arm seeking to recruit an experienced new business focussed Employee Benefits Consultant to join their team providing high level of advice and support to clients across the full employee benefits range, including corporate pensions, group risk, healthcare, flexible benefits and wellbeing programmes, employee communications and education. Responsibilities: You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Candidates will be responsible for the ownership and growth of a portfolio of corporate clients delivering advice across all areas of employee benefits. Experience: Proven experience within a corporate consulting or employee benefits consulting environment Strong and demonstrable technical knowledge across corporate pensions and wider benefits such as group life, group income protection, PMI, healthcare, flexible benefits etc. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent bonus scheme
