248 jobs found

Position : Business Compliance Consultant Location: Liverpool Minimum Requirements: Compliance experience essential. Level 3 qualified & RO4 qualified (ideally candidates with be studying towards Level 4 or hold Level 4). Position would suit an Adviser or Paraplanner with transferable skills. Salary/Package: Up to £45,000 (depending on experience) + Bonus + 25 days' Annual Leave + Pension (6% employer/3% employee) + PMI + Study Support + Income Protection + Career Progression. YOUR NEW COMPANY: Our client is a very successful, UK-wide Retirement and Financial Education Group with headquarters based in Liverpool. A leading financial wellbeing and retirement specialist, the company is dedicated to helping people in the workplace improve their financial futures. THE ROLE: Due to an increase in business, the firm is looking to increase headcount within its Compliance team in Liverpool. Reporting to the Compliance Manager, the Business Compliance Consultant role's main purpose is to assist the adviser sales and adviser support teams by providing day-to-day compliance support as required. The Business Compliance Consultant role's key duties will include: Carrying out file reviews and maintaining a log of checks undertaken: Checking all documentation for completeness and consistency. Reviewing and assessing Adviser recommendations to clients for suitability, in respect of the firms discretionary managed service, ISAs, Pension, Annuity broking, Pension Transfers/Switches & Drawdown. Communicating any findings with both the Adviser and appropriate senior management. Responsibility for the delivery of the Compliance Monitoring Plan (CMP): Completion of scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Producing compliance review reports for Senior Management. Following-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Reviewing and signing off literature and educational presentations against the firms' services & the FCA Financial Promotion rules. Undertaking, monitoring, and recording anti-money laundering checks. Carrying out peer checks. Assessing and actioning all decline leads ensuring internal processes have been adequately met and ICO regulations adhered to. REQUIREMENTS: Candidates interested in the Business Compliance Consultant vacancy will have the following: Compliance experience. Level 3 qualified & RO4 qualified (ideally candidates with be studying towards Level 4 or hold Level 4). Position would suit an Adviser or Paraplanner with transferable skills. REMUNERATION / PACKAGE: Up to £45,000 (depending on experience) Bonus 25 days' Annual Leave Pension (6% employer/3% employee) PMI Study Support Income Protection Career Progression. Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.

Your new company An exceptional opportunity has arisen within a very well-established firm of Chartered Financial Planners for a trainee adviser. Highly inclusive, supportive, strong team culture, low staff turnover, a company which invests in its people, encourages and provides continuous professional development to all staff. Your new role Initially, working in a support role to advisers with progression into planning, then advising. You will be provided with a clear pathway to becoming a Financial Planner. Full training and development, both on-the-job and formal training, together with full support to attain Level 4 Diploma and Chartered status going forward. What you'll need to succeed You will either be a recent graduate or have experience in financial services, excellent communication and interpersonal skills, good analytical skills, strong attention to detail, a genuine interest and passion for financial planning and client service. What you'll get in return In addition to a highly competitive salary and benefits package, this is an excellent opportunity to join a firm which has a strong track record of developing individuals to become well-qualified and successful financial planners. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Paraplanner Altrincham Salary: Up to £45,000 (Depending on Experience) Full-Time Permanent NJR Recruitment is delighted to be representing a highly respected and forward-thinking financial planning firm based in South Manchester, who are now seeking an experienced Paraplanner professional to join their growing team. This is a fantastic opportunity to work closely with experienced advisers in a business renowned for delivering exceptional financial planning and investment advice. You'll play a key role in supporting client recommendations, carrying out in-depth research, and producing high-quality, compliant reports. The Role Working as part of a collaborative technical team, you'll support financial consultants and administrators in the preparation of investment reports and technical research to ensure clients receive clear, well-informed, and competitive advice. Key Responsibilities: " Create detailed investment reports for new and existing clients. " Prepare pre-investment packs to support adviser recommendations. " Conduct comprehensive research across investment markets and financial products. " Provide ongoing technical support to advisers and administrators. " Liaise with investment and insurance providers to maintain strong relationships. " Ensure all documentation meets compliance and professional standards. Skills & Experience Required " Minimum 2 years' experience in a Paraplanning or technical support role within a financial planning environment. " Strong understanding of investments, pensions, and financial planning products. " Ideally working towards or holding the Level 4 Diploma in Regulated Financial Planning. " Excellent analytical and report writing skills with a keen eye for detail. " Proficient with Microsoft Office and confident handling multiple priorities. " Strong communication and interpersonal skills with a client-focused approach. " The ability to understand the needs of vulnerable clients and handle sensitive situations with professionalism and care. What's on Offer " Competitive salary up to £45,000, depending on experience. " Clear professional development pathway, with full study support towards industry qualifications. " Opportunity to work in a professional, supportive, and ethical environment. This is a brilliant opportunity for an experienced paraplanner or investment support professional looking to advance their career in a modern, client-focused financial planning firm. To apply, contact NJR Recruitment today quoting Ref: NJR16168

Employee Benefits Administrator Location: Central Manchester (Hybrid: 3 days in office, 2 days home) Salary: Up to £32,000 per annum About the Role: Our client, a leading financial advisory firm based in central Manchester, is seeking an organised and proactive Employee Benefits Administrator to join their growing team. This is an excellent opportunity for someone with strong attention to detail, excellent communication skills, and a passion for delivering outstanding client service. Key Responsibilities: Process new business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance (PMI), and Cashplans. Act as the key point of contact for a portfolio of corporate clients, keeping them informed throughout the lifecycle of new business, renewals, and general enquiries. Issue Letters of Authority or Appointment and ensure all documentation is returned promptly. Liaise with clients to obtain required data for quotations and ensure information meets scheme rules and client needs. Obtain and collate quotations from providers at both new business and renewal stages for Adviser review. Liaise with providers to ensure accurate and timely processing of schemes. Analyse and format data to ensure compliance with scheme definitions and rules. Set up new Employee Benefits Schemes, manage joiners/leavers for PMI, and process Group Risk claims. Renew or switch schemes as directed by the Adviser team and ensure policy documents and accounts are checked and issued. Produce governance reports for Group Pensions and provide client analytics for the Adviser team. Manage incoming calls, emails, and post professionally, redirecting where required. Maintain the back-office system with up-to-date client records, manage client fees, issue invoices, and follow up on aged debt. Ensure all work for assigned clients is managed within agreed Service Level Agreements (SLAs). What's on Offer: Competitive salary up to £32,000 35-hour work week with hybrid working (3 days office, 2 days home) 25 days holiday plus bank holidays, including 1 birthday holiday and loyalty holidays for long service Christmas closure (retain 3 days from allowance) Profit Sharing Scheme and Perks Benefit Scheme Auto-enrolment pension, increasing with length of service Private Medical Insurance (after 12 months) and Life Assurance Long-term service awards and fully funded company social events Generous study and training program to support career development Skills & Attributes: Excellent organisational skills and attention to detail Strong communication skills, both written and verbal Ability to manage multiple tasks and prioritise effectively Professional and proactive approach to client service Experience in employee benefits administration is desirable but not essential; full training will be provided How to Apply: If you are enthusiastic, detail-oriented, and ready to join a supportive and dynamic team, apply today

Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK's leading later life lending company. The beginning of the Equity Release journey starts in our Customer Engagement team, where customers have the opportunity to discuss products available to them and to book an appointment with an Independent Financial Adviser. We are very fortunate that we have thousands of customers ready to engage with us online and over the telephone. Our CET Agents offer a complete service to new and existing customers, taking inbound calls to ensure our proposition is promoted effectively. The team is proactive, making outbound calls in response to customer enquiries, qualifying referrals and booking appointments for Advisers as well as responding to enquiries from customers. Role and Responsibilities: Positive engagement with customers through inbound and outbound calls. Establish customer need and qualify opportunities Discuss services available and progress into appointments with Advisers. Remaining compliant and ensuring call quality metrics are achieved Desired Skills: Excellent direct customer engagement via telephone. Financial services or similar regulated working environment Experience and ability to handle complex queries A track record of exceeding targets, achieving and above average performance would be an advantage Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Work the following hours; 9am - 5:30pm (Monday to Friday) with one late shift per week 11:30am - 8pm , one Saturday per month 9am - 5pm with day in lieu the following Friday.

Are you an experienced career paraplanner with a passion for financial planning and a knack for problem-solving? Do you want to work for a company that values your skills and offers you a competitive salary and benefits package? If so, my client might be the perfect fit for you. They are a superb firm providing financial solutions to clients.They are looking for a paraplanner to work closely with a financial adviser and other colleagues in the city office in London. As a paraplanner, you will be responsible for: Researching and analysing products and providers for clients, ensuring they meet their needs and goals Preparing and maintaining client records and suitability reports in line with company policy and regulatory standards Reviewing contracts and terms from product providers and recommending suitable solutions to financial advisers Researching investment funds and ensuring they are aligned with clients' risk profiles Undertaking annual reviews for existing clients and making appropriate recommendations Dealing with clients both on the phone and face to face, building rapport and trust Identifying opportunities to enhance best practice and quality of service To be considered for this role, you will need: At least 2 years of experience as a paraplanner, with proven report writing skills Level 4 Diploma in Financial Planning or working towards it Excellent knowledge of key areas of financial planning, such as trusts, personal taxation, pension legislation, protection, and investment principles Attention to detail, with excellent written and verbal communication skills Strong professional interpersonal skills, in dealing with both IFA's, colleagues and clients If this sounds like the next step in your career, get in touch for an exploratory chat.

Financial Adviser / Financial Planner - London (Hybrid) Salary: £40,000 - £70,000 (DOE) + Uncapped Bonus Location: The City, London We're partnering with a leading, expanding Wealth Management and Financial Planning firm that's growing into the London market. This is a division within a highly regarded Law firm and has solid foundations, a strong client base, and ambitious growth plans - now seeking an experienced Financial Adviser to join their new London operation. The Role As a Financial Adviser / Financial Planner, you'll be joining an established business with a proven track record in holistic financial advice. You'll be supported by an in-house paraplanning and administration team, giving you the freedom to focus on what you do best - building relationships and delivering high-quality advice. From day one, you'll inherit a portfolio of existing clients and warm leads generated through their integrated law firm. You will be expected to deliver high quality client servicing on the portfolio, whilst converting leads and referrals. Key Responsibilities Provide full-spectrum financial advice across investments, pensions, protection, and estate/IHT planning Maintain and grow client relationships through proactive service and professional advice Deliver tailored financial planning solutions using Voyant and other advanced cashflow tools Work collaboratively with colleagues across both financial and legal divisions About You Minimum of 3 years' experience as a Financial Adviser or Financial Planner Level 4 Diploma qualified (further qualifications welcomed) CAS status required Strong interpersonal skills with confidence in front of clients Self-motivated, personable, and culturally aligned with a professional yet sociable team environment Comfortable working in a hybrid setup - a mix of client visits, office days, and remote working You don't need to bring your own clients, though the business is happy to support those wishing to transition existing relationships. Package & Benefits Basic salary: £40,000 - £70,000 (depending on experience) Uncapped bonus All paraplanning and admin support provided Exam funding and continuous professional development Access to leading technology and financial planning tools Why Join? This is a fantastic opportunity for a Financial Adviser looking to join a growing, forward-thinking firm with real long-term potential. You'll be part of a friendly, ambitious team that values culture, collaboration, and client service - all while benefiting from an existing book of clients and a strong pipeline of new business.

Safeguarding Training Officer Are you looking for an exciting opportunity to work for an organisation that makes a difference? A rare opportunity has arisen to join a dedicated and vibrant safeguarding team working with the Diocese. We are looking to recruit a maternity cover post to play a key role in the delivery of safeguarding learning across the Diocese, ensuring that our communities are supported to become safer and maintain the highest standards of protection for all. Position: Safeguarding Training and Policy Adviser Location: Kidlington, Oxford/Hybrid with travel across the Diocese and to national venues Hours: 37 hours per week Salary: £45,378 per annum Contract: 1 Year Fixed Term (Maternity Cover) Closing Date: Sunday 19th October 2025 at midnight Interview Date: Thursday 30th October 2025, Church House Oxford, Langford Locks, Kidlington, Oxford. OX5 1GF The Role In this role, you will lead on the delivery of the safeguarding learning pathways across the Diocese, in line with Church of England policies and procedures. You will support clergy, lay leaders, staff, and volunteers to meet safeguarding requirements and embed best practice across the organisation. You will also support the Head of Safeguarding in providing advice on safeguarding learning policies, maintain strong relationships with local and national safeguarding networks, and ensure training materials remain up to date with legislation, policy changes, and emerging best practice. This is a varied and rewarding role with the opportunity to influence culture change across the Diocese, delivering high-quality safeguarding training to over 1,400 participants each year and supporting a network of volunteer trainers. About You We are looking for a confident and experienced trainer with a passion for safeguarding and learning. You will have: Proven experience in leading and delivering effective training programmes. Strong interpersonal and presentation skills, with the ability to engage and inspire diverse audiences. Experience of working with multi-professional agencies and the ability to analyse complex safeguarding issues. Excellent organisational skills with the ability to plan, monitor, and evaluate training provision. You will also need to be able to travel independently across the Diocese and work flexibly, including some evenings and weekends. You do not need to be a practising Christian to work with us - around half of our staff are not - but all our colleagues are comfortable with the Christian ethos that underpins our work and share a desire to make a difference. Benefits and Rewards Competitive salary Generous employer pension contribution of 12.5% into the auto-enrolment pension scheme, which includes a death-in-service benefit (5% employee contribution) Re-accreditation as a Living Wage employer Annual holiday entitlement starting at 25 days, excluding public holidays, rising each year by one day to a maximum of 30 days, pro-rata for part-time employees In addition to the statutory UK public holidays, the Diocese offers three privilege days to all employees, namely Maundy Thursday, Ascension Day, and Christmas Eve (or the closest working day, where this falls on a weekend) Access to wellbeing support via Employee Assistance Programme Enhanced family-friendly policies and a generous occupational sick pay provision Free parking and subsidised on-site café Electric car and cycle-to-work salary sacrifice schemes EV charging points on site Electric vehicle salary sacrifice scheme with Octopus Electric Dreams Cycle to Work scheme with Green Commute Initiative Contributions towards eye examinations and prescriptive lenses Access to low-interest-rate financial services from Churches Mutual Credit Union An attractive modern working environment And a chance to work with fantastic colleagues ! The successful candidate must have the right to live and work in the United Kingdom and will require an enhanced DBS check. We are committed to equality, diversity, and inclusion, and welcome applications from all backgrounds. We are particularly keen to hear from candidates from underrepresented communities within the Diocese. You may have experience in roles such as Trainer, Training and Development Adviser, Safeguarding Lead, Safeguarding Adviser, Training Manager, Learning and Development Specialist, or Policy Adviser. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.

Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton. They enjoy and great place to work environment and are widely regarded as being a quality employer. You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes. This can include client Reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from providers, answering client queries etc. The Candidate will need: - Administration experience of the Financial Planning process Experience of Intelligent Office Commutable distance to Taunton In return There's an attractive package on offer including a competitive salary plus employee benefits

Our leading Financial Services Sector Client is continuing a high growth trajectory, coupled with an ambitious transformation programme and are now seeking a Head of Internal Audit to take responsibility and authority for directing and managing the Internal Audit function on behalf of the organisation in line with the Group Internal Audit methodology and regulatory requirements. The ideal candidate for the role of Head of Internal Audit will have: Relevant qualifications in internal audit, accounting, finance or business. CIA/CMIIA/ACA/ACCA or Actuarial qualification Hands on internal audit experience in insurance or banking (minimum five years PQE) or equivalent external audit experience with a Big 4 firm with additional commercial experience, preferably in a multinational environment, or a combination of both Solid knowledge of local and international market practices, rules and statutory regulations Excellent analytical, interpersonal, time management and communication skills Strong business acumen with a strategic and advisory perspective Dynamic, motivated to move forward the internal audit function and carry out audit activities Comprehensive understanding of internal control, risk management and governance processes Focus on business improvement as well as rigorous audit checks Ability to make recommendations in relation to the implementation of the Internal Control Model Self-motivated and able to work with the maximum level of independence from the operational structures Strong presentation skills and ability to communicate effectively at an executive level Combined analytical and persuasion skills with a comfort and flexibility level to work with all levels in the organisation Excellent organisation, written/verbal communication, analytical and presentation skills Strong relationship building and influencing skills; Ability to be a key trusted adviser to internal clients and stakeholders Proficiency in assimilating complex issues Ability to establish and maintain positive work relationships with peers, management, key stakeholders and clients

Are you an experienced Paraplanner looking to take the next step in your career with a highly regarded, client-focused financial planning firm? We're working exclusively with a well-established Chartered IFA practice in Newbury that prides itself on delivering holistic, bespoke financial advice to a loyal client base. The Role: As a Paraplanner , you'll play a key role in supporting the firm's Advisers by providing high-quality technical research, analysis, and report writing. You'll work collaboratively within a friendly and professional team where development and progression are genuinely encouraged. Key Responsibilities: Prepare detailed suitability reports across pensions, investments, protection, and IHT planning. Conduct in-depth research and analysis of financial products and strategies. Liaise with Advisers to clarify client objectives and produce compliant recommendations. Maintain accurate client records and ensure compliance with FCA regulations. Support the ongoing review process and contribute to continuous improvement within the team. About You: Previous experience as a Paraplanner within an IFA or wealth management environment. Working towards or holding Level 4 Diploma in Financial Planning (DipPFS) or equivalent. Strong technical knowledge of pensions, investments, and tax planning. Excellent attention to detail, analytical skills, and a proactive approach. Confident communicator who enjoys being part of a supportive team. The Offer: Salary: £45,000 - £55,000 (depending on experience) Hybrid working - flexibility to split time between home and the Newbury office. Full study support for further qualifications (Chartered status encouraged). Generous holiday allowance, pension contribution, and discretionary bonus.

Fast Track Mortgage Adviser Academy (16 Month Salary Guarantee now included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre in Sheffield but once qualified, home working will be available. You will however need to live within a 1-hour commute of Sheffield to ease commuting in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services, and a demonstrable track record in customer service and sales. Looking for a career change. Post training salary: Once your training is complete and from month 4 of your employment, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home or office-based Mortgage and Protection Adviser, we believe your skills and experience are best suited to focusing purely on the provision of quality advice and sales to our customers. The work of contacting customers, securing appointments and the progressing of the mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 16 mortgages with protection each month so you will also be highly motivated, disciplined, and organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the number of colleagues that have developed and progressed with us, for example our entire Sales Management team have progressed from in house Mortgage Adviser roles so there is a great future for the right candidates beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Sheffield and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information!2 Subject to (T&C s)

"Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO. To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website

Paraplanning Administrator - Financial Planning Location: Altrincham & Hybrid Working Available Salary: £26,000 + Bonuses Full-Time Permanent NJR Recruitment is delighted to be representing a leading and well-respected financial planning firm that is looking to recruit a Paraplanning Administrator to join its growing team. This is an exciting opportunity for someone with strong administrative skills and an interest in the financial planning sector who enjoys working in a structured yet collaborative environment. The Role As a Technical Support Administrator , you will play a vital role in supporting paraplanners and advisers to deliver high-quality financial advice to clients. You'll be responsible for gathering and checking information from product providers, preparing suitability reports, and ensuring all documentation meets compliance standards. This role requires attention to detail, an interest in financial products, and a proactive approach to problem-solving. Key Responsibilities Provide administrative support to paraplanners in producing suitability reports Send Letters of Authority and gather information from providers Complete data harvests across a range of financial products to a consistent and accurate standard Prepare client review documentation and pre-meeting packs Maintain client records on Intelligent Office (iO) and ensure all data is accurate and up to date Create new business illustrations and assist with packaging suitability reports for issue to clients Identify and report potential service issues or workflow inefficiencies, suggesting improvements where possible Provide occasional support to the Investment Administration team Ensure all work adheres to compliance, Treating Customers Fairly (TCF) , and Consumer Duty principles What We're Looking For Previous experience in financial services administration or a similar technical support role Strong organisational skills with excellent attention to detail Ability to work both independently and as part of a team Proficient in Microsoft Word and Excel , with the ability to learn new systems (Intelligent Office, FE Analytics, Selectapension) Excellent interpersonal and communication skills Understanding of the financial planning process and products (desirable) Willingness to study towards CII qualifications such as: CF1 - UK Financial Services, Regulation & Ethics LP2 - Financial Services Products & Solutions R05 - Financial Protection FA1 - Life Office Administration What's on Offer Competitive salary and benefits package Hybrid working options after training Ongoing professional development and full study support Supportive, team-focused culture with strong collaboration Excellent career progression opportunities within a growing business Apply Now If you are a motivated and detail-driven individual seeking to develop your career in financial services within a forward-thinking and supportive environment, apply today NJR16166

Compliance Manager York £40,000 - £50,000 NJR Recruitment is delighted to be once again recruiting for one of York's leading Independent financial advising firms who are now looking to recruit an experienced Compliance Manager to join their team based in the outskirts of York What's in it for you? 25 days holiday + Bank holidays Bonus Scheme Hybrid Working Free Parking Healthcare scheme Half Price Gym Membership Company Pension Study Support towards Working closely with the advisers and directors, the main purpose for this role is to ensure that all advice is compliant with industry standards and is delivered in the best way for clients. Other duties will include: Conducting file reviews Completion of bi-annual risk assessment of all advisers Make sure all certification staff are certified before undertaking the role Manage and implement and ensure adequate records are being maintained for the T&C Scheme Coach and develop junior advisers to attain competency including observations. Conduct regular 1:1s with all Advisers ensuring behaviours and KPI's are on track. Keeping up to date with the current developments in financial services, financial markets and economic trends What do we need from you? Level 4 Diploma in Financial Planning, although level 6 would be ideal Previous experience in a similar role ideally in an independent financial planning setting Excellent communication skills, both written and verbal If you are looking for your next position and think that you could be a good option for this role, please apply today or contact NJR Recruitment quoting NJR16165

Senior IFA Administrator - Droitwich (Office Based) Salary: Up to £30,000 (potentially negotiable depending on experience) Location: Droitwich, Worcestershire Type: Full-time, permanent An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a highly regarded and well-established financial planning firm based in Droitwich. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 3+ years' experience in an IFA Administration role (2 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £30,000 , depending on experience and qualifications. 100% office-based role in Droitwich, due to the collaborative and client-focused nature of the position. Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.

Our client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents. They offer advanced pension products, which have won various industry awards to date, with an unwavering focus on client satisfaction. With a clear focus on financial services technology and innovation, backed by a strong set of values, their pension solutions ensure robust and continued performance year on year. Due to expanding headcount, the SIPP Administrating team is seeking to recruit additional team members to continue supporting client and financial adviser needs. Main Purpose of the role: As a dedicated member of the SIPP administration team you will undertake day-to-day administration work processing requests. You will support client and adviser needs with the highest professional standards. This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, lenders and solicitors on a regular basis. Main responsibilities: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement Process regular and ad-hoc payments for clients in retirements Administer a whole life cycle of a SIPP from transfers to retirements Process investment withdrawals for one off and regular payments on time for payments to the members on time Process member benefit payroll and use Sage Payroll to calculate tax Use HMRC online services to process income tax Have timely communication with the advisers and members to notify them of any issues with the member's request Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties Build relationships with our advisers and clients Ensuring full compliance with Service Level Agreements Embed risk management in all aspects of your work Ability to resolve complaints effectively Knowledge, skills, and experience required: Strong SIPP/Pension knowledge Strong attention to detail and the ability to perform under pressure Confident with the ability to ask questions Excellent organisational and multi-tasking skills Proficient with Microsoft Office, in particular Excel Positive written and verbal communication Excellent numerical and customer services skills Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Aptitude to learn and adapt new skills, processes, systems and tasks Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Aptitude to learn and adapt new skills, processes, systems and tasks This is an award winning, industry recognised brand who are offering various opportunities across the business for Financial Services professionals, it's an exciting time to join. The company enjoys an excellent working culture where staff retention is excellent. An attractive salary alongside comprehensive benefits are all available. Office/home working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.

Paraplanner - Hybrid (Droitwich, Worcestershire) Salary: £40,000 - £45,000 (up to £50,000 for Chartered / highly experienced candidates) Location: Droitwich (3 days office / 2 days home) Type: Full-time, permanent An excellent opportunity has arisen for an experienced Paraplanner to join a highly respected and forward-thinking financial planning firm based in Droitwich. This is a key role within a well-established team, offering the chance to work closely with Chartered Financial Planners and contribute to the delivery of high-quality, client-focused financial advice. The successful candidate will join a business that values professionalism, collaboration, and technical excellence, with genuine opportunities for ongoing development and progression. The Role Prepare detailed research and suitability reports across a range of financial planning areas, including pensions, investments, and protection. Support advisers in developing strategies for more complex client cases, ensuring all recommendations are technically accurate and compliant. Liaise with clients and providers where appropriate to gather information and progress cases efficiently. Maintain comprehensive client records and ensure all work meets regulatory requirements. Play an active role in refining internal paraplanning processes and contributing to a culture of continuous improvement. About You Hold the Level 4 Diploma in Regulated Financial Planning (or Certificate in Paraplanning) as a minimum. Possess proven experience in a paraplanning role within a financial planning or wealth management environment. Ideally Chartered or working towards Chartered status. Demonstrate strong technical knowledge and the ability to handle complex advice areas , including tax and retirement planning. Be highly organised, detail-oriented, and proactive in supporting both advisers and clients. The Offer Hybrid working : 3 days in the office and 2 days from home each week. Salary negotiable , depending on experience and qualifications - typically in the £40,000-£45,000 range, with up to £50,000 available for a highly experienced Chartered Paraplanner. Support with further qualifications and professional development. A friendly, professional working environment within a respected, growing firm. This is a superb opportunity for an ambitious, technically capable Paraplanner to join a firm that truly values quality and professionalism

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial goals. As a Paraplanner, you'll play a key role in analysing client objectives and crafting tailored financial solutions that align with their needs. You'll be part of a collaborative, professional team that values precision, integrity and personal development. The Opportunity You'll support Financial Planners and Advisers with the development of comprehensive financial plans and suitability reports. From analysing client objectives to liaising with administration teams, your work will ensure advice is accurate, timely and compliant. Key Responsibilities Collaborate closely with Advisers to create well-reasoned, compliant financial plans Analyse client needs and build appropriate recommendations across a range of financial planning scenarios Draft robust suitability reports and technical documentation Ensure the smooth progression of new and existing business cases Work with admin support to maintain high workflow standards and hit key deadlines Stay up to date with regulatory requirements and ensure full compliance with internal processes Contribute to a culture of conduct risk awareness and ethical advice standards What You'll Bring Essential: CII level 4 diploma in Regulated Financial Planning (or equivalent) Proven experience in a paraplanning role within financial services Strong written and verbal communication skills High level of accuracy and attention to detail Ability to prioritise and meet deadlines in a fast-paced environment What's in It for You Join a progressive, high-performing team committed to professional excellence Access ongoing coaching and development from supportive leadership Work with talented colleagues in a collaborative, inclusive environment Make a meaningful impact on clients' lives through trusted financial advice Enjoy flexibility and a hybrid working structure that respects work-life balance If you're ready to take the next step in your paraplanning career and thrive in a professional and values-driven environment, we'd love to hear from you. Apply today or get in touch for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

IDEX are recruiting on behalf of a business demonstrating strong growth across the UK who now require a Financial Services Administrator to join their office in the Brighton and Hove area. This role is hybrid with 3 days at home and 2 in the office offered.The role will suit a positive individual who has experience within an Administrative capacity within the Financial Services industry, who enjoys liaising with senior team members. Responsibilities include; Managing adviser diaries and preparing review paperwork for client meetings Completing actions and administration after client meetings Preparation and processing of new business Assist in the preparation of Financial Planning Reports Handling non-advice customer queries by telephone and email Ensure that customer administration is carried out in accordance with compliance and regulatory obligations Keep up to date with financial products and legislation, demonstrating continual learning and development Other administrative duties as require To be successful you should be able to demonstrate: Strong numeracy skills, with a good eye for detail Excellent communication skills both written and verbal Self-motivation, be highly organised and have good problem solving capabilities Good IT skills such as Word, Excel and the ability to pick up new systems quickly A proven background in providing excellent customer service Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.