EGRecruiting Ltd

Are you an experienced Paraplanner, who relishes being part of a small, client-centric team, looking for a remote opportunity? Based in North Tyneside, our client delivers client focused, life-centred financial planning. It is essential that the successful candidate resides within the North East area, as office visits will be required. A small team, they support each other to ensure the business grows and clients receive the best possible service - every single time. This is a brilliant opportunity for someone to continue their paraplanning career in a remote capacity, with study support to Chartered, if desired. Responsibilities: Prepare for and attend client meetings with the Financial Planners, developing relationships with clients and acting as first port of call for client queries Technical research, financial planning recommendations and implement solutions Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance Analyse client data and prepare cash flow analyses (using Voyant) Liaise with product providers and other third parties Delegate tasks effectively to the administrative support team, ensuring the highest levels of client service are delivered Ensure all regulatory and compliance standards are met Contribute to the ongoing development of best practice within the business Qualifications: Diploma in Financial Planning (Dip PFS) or equivalent, is essential Candidate Requirements: Must have previously worked as Paraplanner Knowledge and experience of all areas of financial planning - investment portfolio management, pensions, taxation, protection, estate planning etc. Experience of, or keen to learn, cash flow modelling (Voyant) Experience of dealing with complex financial planning or high net worth clients, ideally A strong relationship builder and collaborative team player with a caring and quality focused, customer centric approach Sound technology and mathematical aptitude Excellent attention to detail Ability to manage workflow effectively Benefits: Hours: 37.5 9-5 rigid (7.5 hours) Holidays: 26 (increasing to 30) plus stats (closed at Xmas), 1 well-being day Pension: 5% matched, increasing to 10% matched Other: Study support (if desired)

As part of their continued growth, our client has an immediate requirement for experienced, CAS Mortgage Brokers, to work on a self-employed basis. The position can be either on a remote basis, or office based, if required. Ideally, candidates will be able to travel to the office in Teesside however, this is flexible. The opportunity would be ideal for a Mortgage Broker who is frustrated at working alone, or through a network and would relish quality referrals, competent administrative support (more sales time) and to be part of an experienced, client-focussed team. On offer is a generous split (increased if protection is sold), referrals, full administration support, allowing you to focus on mortgages sales, all compliance, regulatory fees, a desk within a welcoming and friendly office and the opportunity to work within an established, small business, with a team of 6. Qualifications: - CeMAP (or equivalent) as a minimum Candidate Requirements: - Be experienced Mortgage Brokers (protection experience would be advantageous) - Hold CAS - Have existing clients - minimum 50 - Be able to deliver an outstanding service to their clients - Be keen to grow their client base via referrals and self-generation

Are you an experienced Paraplanner, who longs to be challenged and work in a stimulating, fast-paced environment?Do you dream of expanding your technical knowledge, whilst building relationships with a variety of talented Advisers, who will definitely keep you on your toes?EGRecruiting are delighted to be supporting a growing business in Newcastle who have an immediate requirement for an experienced Paraplanner, ideally holding DipPFS ( part-qualified/experience will be considered). Hybrid and flexible working is offered.As a Paraplanner, you'll have the opportunity to work alongside a team of two Paraplanners and have additional Paraplanners in other offices. Your role with be varied, aligned with your specific experience and abilities and you'll have the opportunity to develop your technical knowledge further.Responsibilities will include:- Liaise with Adviser, challenging where appropriate, to gain relevant client information Preparing pre-approvals, have research signed off where necessary by relevant departments Creating accurate suitability reports, working to agreed levels Carrying out relevant financial calculations on behalf of the Advisers Liaise with administration team Ensuring all advice documentation adheres to compliance requirements Benefits: Hours: 37.5 Holidays: 28 days holiday (rising to 30 after 2 years service) plus stats Pension: 5%/3% DIS x4 Group Income Protection (75% of base salary) Private Medical Insurance Health Cash Plan Yearly bonus (up to 10%) Opportunities to progress Candidate Requirements: Must have Paraplanning experience with a solid understanding of pensions, investments and protection products Experience of creating own reports without templates Previous exposure to technically complex work, would be desirable Possess competent IT skills with the ability to learn new systems Have excellent written and verbal communication skills Must be organised and capable of dealing with a high volume of work Able to adapt to ongoing changes, in a fast-paced environment Qualifications: Part qualified/DipPFS (or equivalent) preferred, not essential if experienced

Are you a self-employed Adviser who would relish an opportunity to transition to an employed role AND receive a cash payment for your recurring income, with no reductions for type or age? Or perhaps, you're looking for your exit strategy, after years of hard work and not looking to sell to a large consolidator. Our client has a unique proposition and will onboard a number of self-employed Advisers, by the end of 2025. You'll be paid a cash lump sum, (at intervals) and salary, based on your recurring income level, plus 40% of new business written. Experienced, in-house paraplanning and administration support is also provided. Candidates can reside ANYWHERE in the UK. Interested? For a confidential conversation, contact us.

Are you an experienced Protection only Broker, or a Mortgage and Protection Broker, looking for an employed Protection role, a volume of great leads and the opportunity to earn up to 70k? Our client is a successful Mortgage Broker, located in the North East of England. Due to a high volume of leads and ongoing enquiries, they now have an opening for an additional Protection Broker to work on their New Build team. This will involve working between Thursday to Monday, with Tuesday and Wednesday off.The role can be office, hybrid or remote based (ideally living within a 50 mile catchment of Newcastle, as you will need to visit the office on a regular basis).Candidates must have experience of protection sales across all areas, possess a strong work ethic along with the desire to be successful. Benefits: Office/Hybrid or Remote (must be willing to visit Newcastle office each month) Leads 28 days holiday Pension

Do you hold CeMAP? Are you looking for an opportunity to become a Mortgage Broker? EGRecruiting is delighted to be recruiting for office based, Trainee Mortgage Brokers on a full-time basis, working 5 days (including alternative weekends) with a great earning potential.If you have excellent communication skills, an outgoing and confident personality and are keen to succeed, then this could be the opportunity you've been looking for!Full training will be provided, working from offices in Tyne and Wear, 5 days per week, alternative weekend working, with days off in lieu (Tuesday and Wednesday) Once you've gained a thorough understanding of the business and process, you'll then be mentored and be trained to become a Mortgage Adviser, with an earning potential of up to 80k+. Candidate Requirements: Must have a understanding of mortgages Previous experience as a Mortgage Broker/Adviser or Case Manager/Mortgage Administrator OR hold CeMAP Confident telephone manner Clear communication skills Able to build rapport quickly Must be able to work alternative Saturday and Sunday (off on Tuesday and Wednesday) Benefits: Hours: 9am-6pm (10am-6pm weekends) Holidays: 28 days increasing 0.5 each year, plus birthday Pension: 5% / 3% Other: PMI plus optical and dental

Due to increasing levels of business, our client in Tyne and Wear, is looking to recruit a number of experienced New Build Mortgage Brokers. With around 500 New Build enquiries per month , you'll be kept busy and more importantly, there's a great opportunity to earn . There's both a qualifying team and a submissions team to support you, allowing you to close more deals. Expectation is 15-20 appointments per week.Starting salary is £28,000 moving to £32,000 when signed off (can be achieved in a month). This will increase annually to £36,000 then £40,000.Bonus is based on productivity, up to 25% across everything. Protection will be split 50/50 with Protection Adviser, or you can write protection yourself, if desired. Candidate Requirements: Must have achieved CAS previously and have New Build experience Able to work both under pressure and at a fast pace Must be flexible with hours - there is weekend working Ideally office based however, if hybrid (location dependent), must be willing to visit office minimum 2 days per week Protection experience is not required - can be trained, if required Keen to succeed Benefits: 9am-6pm Office preferred, hybrid option with 2 days in office min, depending on location 20 days plus stats increasing 0.5 each year, plus birthday PMI plus optical and dental Pension 3% Benefits will be reviewed with service and looking to include DIS etc