Are you an experienced Protection Adviser looking for your next opportunity? We're partnering with a growing, forward-thinking mortgage brokerage in Manchester that's looking for a motivated, driven professional to join their expanding team. The Role: As a Protection Adviser, you'll play a key role in helping clients protect what matters most. You'll be responsible for advising on a full range of protection products - including life, critical illness, and income protection - while building lasting client relationships and contributing to the firm's continued success. You'll have the autonomy to grow and develop your own book of clients, with full support from a well-established brand and a steady stream of warm leads. Key Responsibilities: Provide expert advice on a wide range of protection products. Manage and grow your own client portfolio. Deliver exceptional service and ensure compliance with FCA regulations. Work collaboratively with mortgage advisers and other team members to maximise opportunities. About You: Proven experience as a Protection Adviser (minimum 2 years preferred). A driven, proactive approach to business development. Excellent communication and relationship-building skills. Ability to manage your own workload and meet performance targets. What's on Offer: Competitive basic salary + attractive commission structure. Warm leads provided, plus full support for client development. Modern, friendly working environment in Manchester. Genuine opportunity to grow your own client book and progress your career.
Oct 08, 2025
Full time
Are you an experienced Protection Adviser looking for your next opportunity? We're partnering with a growing, forward-thinking mortgage brokerage in Manchester that's looking for a motivated, driven professional to join their expanding team. The Role: As a Protection Adviser, you'll play a key role in helping clients protect what matters most. You'll be responsible for advising on a full range of protection products - including life, critical illness, and income protection - while building lasting client relationships and contributing to the firm's continued success. You'll have the autonomy to grow and develop your own book of clients, with full support from a well-established brand and a steady stream of warm leads. Key Responsibilities: Provide expert advice on a wide range of protection products. Manage and grow your own client portfolio. Deliver exceptional service and ensure compliance with FCA regulations. Work collaboratively with mortgage advisers and other team members to maximise opportunities. About You: Proven experience as a Protection Adviser (minimum 2 years preferred). A driven, proactive approach to business development. Excellent communication and relationship-building skills. Ability to manage your own workload and meet performance targets. What's on Offer: Competitive basic salary + attractive commission structure. Warm leads provided, plus full support for client development. Modern, friendly working environment in Manchester. Genuine opportunity to grow your own client book and progress your career.
Location : Remote Salary : £45,000 - £52,000 The opportunity We are looking for a number of Paraplanning professionals. As a Paraplanner you will play in an integral role in the delivery of outstanding client experience as part of our high-value proposition. You will work in close collaboration with Financial Planners to manage clients with significant portfolios. As a subject matter expert in the Paraplanning Centre of Excellence you will take on highly technical responsibilities and apply your advanced knowledge of specialist products. You will produce high quality suitability letters and reports, propose and implement recommendations in collaboration with Financial Planners, ensuring plans are aligned to client aspirations. With a client focused mindset, you will embrace opportunities to support client meetings, developing excellent rapport during your face-to-face interactions and, ultimately, enhance client experience through both application of your advanced knowledge and your excellent people skills. We are seeking a candidate with Paraplanning experience (5+ years is ideal however we are open to considering less) and the Diploma in Financial Planning. This opportunity is ideal for an established Paraplanner who is looking to develop their career, can work independently, thrives in a fast-paced environment and can manage multiple priorities effectively. Location This role offers either home working or hybrid working at one of our offices. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues. What you will be doing As a Paraplanner you will complete all paraplanning tasks together with responsibility for - Research and analysis: conducting in-depth research and analysis to identify suitable solutions, performing and presenting cashflow modelling scenarios to clients. Technical work: completing all paraplanning technical work and apply advanced knowledge and technical application to clients' individual circumstances. Including but not limited to (insert here). Managing documentation: preparing client files for review meetings and maintaining these compliantly throughout the client advice journey. Compliance and regulation: understanding (at an advanced level) and application of company policies and procedures. Working to the highest integrity and following the principles and rules of the FCA. Supporting the team: sharing expertise and best practice with others, assisting with team training, checking the work of Paraplanners and Associate Paraplanners and deputising for the Paraplanning Manager where required. About you To thrive and be successful in the role you will be/need- Financial Services experience - Demonstrate advanced application of technical knowledge and skills, showcasing an ability to undertake highly technical, analytical and precise work to a consistently high standard Methodical and organised - Ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues. Responsive and adaptable to change - Have an ability to recognise change early, stay proactive, positive and take appropriate action whilst remaining adaptable and adjusting your approach where needed. Excellent writing skills - Skilled in compiling suitability reports and other documentation, producing clear, accurate and concise written work, tailored to a range of readers from clients to internal stakeholders. Exemplary communication and relationship building skills - A collaborative approach to working with Financial Planners and other colleagues with drive to invest time in long-term, trusting relationships. Passion for sharing knowledge - Driven to share your expertise and problem solve with others, share best practice. Benefits 30 days holiday plus public holidays 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you. Private medical insurance, 24/7 digital GP and health advice Employee assistance programme providing support for your mental and physical health Group pension scheme Life assurance scheme Eyecare vouchers Enhanced family leave Referral scheme Reference: 4097
Oct 08, 2025
Full time
Location : Remote Salary : £45,000 - £52,000 The opportunity We are looking for a number of Paraplanning professionals. As a Paraplanner you will play in an integral role in the delivery of outstanding client experience as part of our high-value proposition. You will work in close collaboration with Financial Planners to manage clients with significant portfolios. As a subject matter expert in the Paraplanning Centre of Excellence you will take on highly technical responsibilities and apply your advanced knowledge of specialist products. You will produce high quality suitability letters and reports, propose and implement recommendations in collaboration with Financial Planners, ensuring plans are aligned to client aspirations. With a client focused mindset, you will embrace opportunities to support client meetings, developing excellent rapport during your face-to-face interactions and, ultimately, enhance client experience through both application of your advanced knowledge and your excellent people skills. We are seeking a candidate with Paraplanning experience (5+ years is ideal however we are open to considering less) and the Diploma in Financial Planning. This opportunity is ideal for an established Paraplanner who is looking to develop their career, can work independently, thrives in a fast-paced environment and can manage multiple priorities effectively. Location This role offers either home working or hybrid working at one of our offices. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues. What you will be doing As a Paraplanner you will complete all paraplanning tasks together with responsibility for - Research and analysis: conducting in-depth research and analysis to identify suitable solutions, performing and presenting cashflow modelling scenarios to clients. Technical work: completing all paraplanning technical work and apply advanced knowledge and technical application to clients' individual circumstances. Including but not limited to (insert here). Managing documentation: preparing client files for review meetings and maintaining these compliantly throughout the client advice journey. Compliance and regulation: understanding (at an advanced level) and application of company policies and procedures. Working to the highest integrity and following the principles and rules of the FCA. Supporting the team: sharing expertise and best practice with others, assisting with team training, checking the work of Paraplanners and Associate Paraplanners and deputising for the Paraplanning Manager where required. About you To thrive and be successful in the role you will be/need- Financial Services experience - Demonstrate advanced application of technical knowledge and skills, showcasing an ability to undertake highly technical, analytical and precise work to a consistently high standard Methodical and organised - Ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues. Responsive and adaptable to change - Have an ability to recognise change early, stay proactive, positive and take appropriate action whilst remaining adaptable and adjusting your approach where needed. Excellent writing skills - Skilled in compiling suitability reports and other documentation, producing clear, accurate and concise written work, tailored to a range of readers from clients to internal stakeholders. Exemplary communication and relationship building skills - A collaborative approach to working with Financial Planners and other colleagues with drive to invest time in long-term, trusting relationships. Passion for sharing knowledge - Driven to share your expertise and problem solve with others, share best practice. Benefits 30 days holiday plus public holidays 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you. Private medical insurance, 24/7 digital GP and health advice Employee assistance programme providing support for your mental and physical health Group pension scheme Life assurance scheme Eyecare vouchers Enhanced family leave Referral scheme Reference: 4097
Responsible for administration of the financial advisory offering. The role holder will be accountable for implementing and maintaining our Wealth Planning administration services. Key Responsibilities Writing Planned Summaries Responsible for the smooth delivery of the administration of the financial advisory business; Own the administrative tasks and workflow; Arranging authority on existing plans, monitoring responses from providers and collating the information received; Data and document preparation for new clients and existing client reviews; Case management using a Client Relationship Management system; ability to accurately record and maintain client and plan data; Respond professionally and capably to administration queries from third parties including clients, providers, Wealth Planners and Investment Managers; Own the end-to-end application process for new plans; Efficient servicing of existing plans; Get involved in initiatives to enhance what we do and our client proposition; Skills, Knowledge and Expertise GCSE Maths and English Language or equivalent (grade C or above essential); Financial planning qualifications desirable (Ideally Chartered Insurance Institute qualifications); Proven track record in administration of financial advice, ideally working as an administrator for a financial advisory firm for at least two years; Knowledge of financial planning advice; Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software; Client-centric; Energetic, keen to learn and desire to work hard; Resourceful and forward thinking; Strong communication skills including good written and verbal communication skills; Self-motivated, with excellent attention to detail and organisational skills. Reference: 3968
Oct 08, 2025
Full time
Responsible for administration of the financial advisory offering. The role holder will be accountable for implementing and maintaining our Wealth Planning administration services. Key Responsibilities Writing Planned Summaries Responsible for the smooth delivery of the administration of the financial advisory business; Own the administrative tasks and workflow; Arranging authority on existing plans, monitoring responses from providers and collating the information received; Data and document preparation for new clients and existing client reviews; Case management using a Client Relationship Management system; ability to accurately record and maintain client and plan data; Respond professionally and capably to administration queries from third parties including clients, providers, Wealth Planners and Investment Managers; Own the end-to-end application process for new plans; Efficient servicing of existing plans; Get involved in initiatives to enhance what we do and our client proposition; Skills, Knowledge and Expertise GCSE Maths and English Language or equivalent (grade C or above essential); Financial planning qualifications desirable (Ideally Chartered Insurance Institute qualifications); Proven track record in administration of financial advice, ideally working as an administrator for a financial advisory firm for at least two years; Knowledge of financial planning advice; Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software; Client-centric; Energetic, keen to learn and desire to work hard; Resourceful and forward thinking; Strong communication skills including good written and verbal communication skills; Self-motivated, with excellent attention to detail and organisational skills. Reference: 3968
We're partnering with a highly regarded consultancy that is expanding its specialist pensions teams in London and Winchester. They're looking for a skilled Transition Client Relationship Manager to take ownership of onboarding new Defined Benefit (DB) pension schemes . This role is all about building strong client relationships and ensuring smooth, well-managed transitions from start to finish. The Opportunity You'll be the go-to person for trustees, sponsors, and internal teams throughout the transition process. From managing scheme data and documentation through to overseeing member communications, you'll ensure every stage runs to time, budget, and quality standards. Key Responsibilities Acting as the main point of contact for clients during scheme transitions. Leading projects from initial planning through to completion. Reviewing key deliverables such as data migrations, benefit specifications, and communications. Tracking progress, addressing risks and challenges, and producing clear reports. Providing technical guidance and support to colleagues. Helping to shape and improve transition processes. Skills and Experience Required A background in DB pensions administration with hands-on project management experience. Strong relationship-building skills and confidence in advising clients. Solid technical knowledge of pensions data and scheme documentation. Excellent organisation and time management to handle competing priorities. A collaborative, problem-solving mindset.
Oct 07, 2025
Full time
We're partnering with a highly regarded consultancy that is expanding its specialist pensions teams in London and Winchester. They're looking for a skilled Transition Client Relationship Manager to take ownership of onboarding new Defined Benefit (DB) pension schemes . This role is all about building strong client relationships and ensuring smooth, well-managed transitions from start to finish. The Opportunity You'll be the go-to person for trustees, sponsors, and internal teams throughout the transition process. From managing scheme data and documentation through to overseeing member communications, you'll ensure every stage runs to time, budget, and quality standards. Key Responsibilities Acting as the main point of contact for clients during scheme transitions. Leading projects from initial planning through to completion. Reviewing key deliverables such as data migrations, benefit specifications, and communications. Tracking progress, addressing risks and challenges, and producing clear reports. Providing technical guidance and support to colleagues. Helping to shape and improve transition processes. Skills and Experience Required A background in DB pensions administration with hands-on project management experience. Strong relationship-building skills and confidence in advising clients. Solid technical knowledge of pensions data and scheme documentation. Excellent organisation and time management to handle competing priorities. A collaborative, problem-solving mindset.
We are seeking an experienced and motivated Mortgage & Protection Adviser to join our client on a self-employed basis. This is an excellent opportunity for a driven individual who wants the flexibility of working remotely while having the ability to build and grow their own client base. You will have access to a wide range of lenders and protection providers, enabling you to offer tailored solutions to meet clients' needs. Key Responsibilities: Provide expert mortgage and protection advice to clients, ensuring suitable recommendations that meet their financial goals. Manage the end-to-end mortgage process, from initial consultation through to completion. Advise on a range of protection products, including life insurance, critical illness, and income protection. Build and maintain long-term relationships with clients through exceptional service and regular reviews. Actively develop new business opportunities through networking, referrals, and lead generation. Maintain full compliance with FCA regulations and company standards. Requirements: CeMAP (or equivalent) qualification is essential. Proven experience as a Mortgage & Protection Adviser. Must have an active client book that can be brought into the business. Strong knowledge of the mortgage market and protection products. Excellent communication and client relationship management skills. Self-motivated, proactive, and able to work independently. Strong organisational and time management skills. Ability to generate new business and manage your own client pipeline. What We Offer: Fully remote working with flexible hours. Competitive commission structure. Access to a wide panel of lenders and protection providers. Opportunity to build and grow your own client bank with full support. Ongoing compliance and administrative support.
Oct 06, 2025
Full time
We are seeking an experienced and motivated Mortgage & Protection Adviser to join our client on a self-employed basis. This is an excellent opportunity for a driven individual who wants the flexibility of working remotely while having the ability to build and grow their own client base. You will have access to a wide range of lenders and protection providers, enabling you to offer tailored solutions to meet clients' needs. Key Responsibilities: Provide expert mortgage and protection advice to clients, ensuring suitable recommendations that meet their financial goals. Manage the end-to-end mortgage process, from initial consultation through to completion. Advise on a range of protection products, including life insurance, critical illness, and income protection. Build and maintain long-term relationships with clients through exceptional service and regular reviews. Actively develop new business opportunities through networking, referrals, and lead generation. Maintain full compliance with FCA regulations and company standards. Requirements: CeMAP (or equivalent) qualification is essential. Proven experience as a Mortgage & Protection Adviser. Must have an active client book that can be brought into the business. Strong knowledge of the mortgage market and protection products. Excellent communication and client relationship management skills. Self-motivated, proactive, and able to work independently. Strong organisational and time management skills. Ability to generate new business and manage your own client pipeline. What We Offer: Fully remote working with flexible hours. Competitive commission structure. Access to a wide panel of lenders and protection providers. Opportunity to build and grow your own client bank with full support. Ongoing compliance and administrative support.
We are supporting a leading consultancy that is looking for a Transition Data & Technical Specialist to join their expanding pensions team in either London or Winchester. This role is ideal for someone with a strong background in DB pensions data and benefit calculations who enjoys tackling complex technical challenges and improving processes. The Role As part of the transition team, you'll play a key role in managing the technical side of onboarding new pension schemes. You'll be responsible for ensuring scheme data is accurately migrated and reconciled, configuring and testing benefit calculations in administration systems, and producing clear documentation to support clients and colleagues. Alongside day-to-day project delivery, you'll also contribute ideas to enhance tools and processes, driving efficiency and accuracy across the team. In this role, you'll: Lead data analysis, transformation, and migration for DB scheme transitions. Configure and test automated calculations in administration platforms. Draft and review benefit summaries and technical documentation. Conduct detailed audits and reconciliations, resolving discrepancies. Present complex findings in a clear, client-friendly way. Support project planning and deliverables, ensuring standards and timelines are met. Contribute to process and technology improvements across the function. About You We're looking for a highly analytical problem-solver with an eye for detail and strong pensions knowledge. You'll bring: Solid experience in DB pensions administration, particularly with data and calculations. Strong Excel skills and confidence working with large datasets. Experience in drafting or reviewing benefit specifications or similar technical documents. Excellent organisational skills and the ability to manage multiple priorities. Strong communication skills - able to explain technical matters clearly. A proactive approach with a track record of identifying and delivering improvements.
Oct 03, 2025
Full time
We are supporting a leading consultancy that is looking for a Transition Data & Technical Specialist to join their expanding pensions team in either London or Winchester. This role is ideal for someone with a strong background in DB pensions data and benefit calculations who enjoys tackling complex technical challenges and improving processes. The Role As part of the transition team, you'll play a key role in managing the technical side of onboarding new pension schemes. You'll be responsible for ensuring scheme data is accurately migrated and reconciled, configuring and testing benefit calculations in administration systems, and producing clear documentation to support clients and colleagues. Alongside day-to-day project delivery, you'll also contribute ideas to enhance tools and processes, driving efficiency and accuracy across the team. In this role, you'll: Lead data analysis, transformation, and migration for DB scheme transitions. Configure and test automated calculations in administration platforms. Draft and review benefit summaries and technical documentation. Conduct detailed audits and reconciliations, resolving discrepancies. Present complex findings in a clear, client-friendly way. Support project planning and deliverables, ensuring standards and timelines are met. Contribute to process and technology improvements across the function. About You We're looking for a highly analytical problem-solver with an eye for detail and strong pensions knowledge. You'll bring: Solid experience in DB pensions administration, particularly with data and calculations. Strong Excel skills and confidence working with large datasets. Experience in drafting or reviewing benefit specifications or similar technical documents. Excellent organisational skills and the ability to manage multiple priorities. Strong communication skills - able to explain technical matters clearly. A proactive approach with a track record of identifying and delivering improvements.
