86 jobs found

Job Title: Trainee Mortgage Adviser Following ongoing success throughout the business, we have recently promoted several of our current Trainee Mortgage Advisers who have now taken up their new roles as full-time home-based Mortgage Advisers. We are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and Protection Adviser in a role that offers a genuine opportunity for a long-term career in Financial Services. We now have opportunities to join the UK'S leading new homes mortgage provider to become a Trainee Mortgage Adviser. Location: You will be based full time at our offices in Wakefield WF2 0XG, however once your training is complete and you have your full CeMAP qualifications you will gain promotion to become a full time home based Mortgage and Protection Adviser Daily Commute: To be considered for this role, you must have your own vehicle to be able to commute to our offices as required, or live locally enough to have short commute via a reliable form of public transport. Target: Candidates with a strong desire to work within the Financial Services arena, with a strong proven track record in customer service and or sales. Year One Rewards: During the first 12 months, you will receive a salary guarantee of £30,000. This is basic salary of £25,500 and a guaranteed commission of £4,500. You will qualify for a bonus top up at the end of the 12-month period if you exceed targets. You can also increase your earnings by taking advantage of overtime which is regularly available. After 12 Months: Upon successful completion of the initial period, your basic salary will increase to £27,500 plus commission and bonus, meaning an OTE of £40K - £45K. CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam entry costs paid for by us. Working hours: Working a rotating rota including early and late starts, working every other weekend. The New Homes Group: The New Homes Group is the UK'S leading New Homes Specialist and as a Trainee Mortgage Adviser you will be working for the UK'S leading new homes Mortgage Provider. Be in no doubt that this is an outstanding opportunity which offers both long term career prospects and the opportunity to earn a substantial salary and benefits package. Your role will consist of office based working for The New Homes Group Mortgage Services as first point of contact for our customers, needless to say this is an important and integral part of our organisation, our teams are highly trained and work to high expectations and are responsible for managing our customer's first impressions, it's fair to say you will find no two days are the same, and the experience gained will be invaluable to you once you become a Mortgage Adviser. You will be responsible for making and receiving calls to customers referred to us by our national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with one of our specialist Mortgage Advisers. 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 and presentation 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 : Permanent Full Time Role. Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24 hour Wellbeing Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discount on Nuffield Gym Membership. Discounts on estate agency, mortgage and surveying services. ( Subject to T&C's) ( Subject to CeMAP qualification and meeting agreed targets and standards) If this role sounds of interest, please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on 66 for a confidential chat.

Job Description We are looking for a Protection Consultant working alongside our premium Estate Agency partner - Hamptons. OTE £80k The role is Hybrid with the ideal candidate living in London or the Home Counties. We require an experienced Protection Salesperson to work alongside our 'Mortgage Only' Advisers to ensure that our clients are suitably protected. You will also support to pick up missed opportunities from our Mortgage & Protection Advisers within the team.You will be able to evidence your success and demonstrate a structured sales technique incorporating fact finding and recommendation with a detailed understanding of Life, Critical illness and Income protection products. Ideally you will be familiar with the top providers Aviva, L&G, LV, Vitality, Guardian, Exeter, Zurich & Royal London protection suites.You will be passionate about protection and fully understand its importance, particularly in light of the upcoming Consumer Duty regulatory changes. The ideal candidate will Hold full CeMAP or equivalent qualification. Be familiar with Aviva, L&G, Vitality, LV, Zurich & Royal London protection suites. Provide an excellent level of customer service. A drive and enthusiasm to succeed. Ideally minimum 2 years active protection adviser experience. Within this role you will be provided with: Competitive salary, uncapped commission (realistic Yr 1 OTE £60k) Leads from our Mortgage only Advisors & Hamptons colleagues. Minimum 20 days holiday (increasing with length of service up to 25 days) Car allowance, pension, healthcare and other employee benefits. Working - Monday to Friday (Hybrid) Capital Private Finance is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02710

Job Title/Location: IFA Administrator, South Gloucestershire Salary: To £34,000 + bonus + pension + life/health benefits Office/WFH: Fully office based Requirements: Previous IFA administration experience preferred, will consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Banking Admin etc. Role Snapshot: Preparing annual reviews, provider & client liaison, helping to prepare suitability reports, processing & submitting new business This office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided. The Company/Team: This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors. The Role: This IFA Administrator role supports two Advisors, one very established and one relatively new to advising. Key responsibilities include: Assisting in preparing annual reviews Completing files to meet company compliance standards Liaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits Assist in preparing simple suitability reports Processing & submitting new business (online + postal applications) and monitoring applications Input of adviser fees/commission onto IO, raising invoices Processing amendments to existing plans e.g. fund switches Personal diary management in Outlook & Intelliflo Skills / Experience Required: For this IFA Administrator opening, previous IFA administration experience is our clients preference, but also open to those working in areas such as pensions admin, SIPP admin, life & protection admin, banking admin etc. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a 'can do' attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver. Additional Information: The salary for the IFA Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below. The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

IFA Administrator Glasgow (Hybrid working)£27,000 - £28,000 + benefits Support a respected financial advisory firm in delivering high-quality client service and efficient operations. This is a hands-on role where your admin expertise will directly contribute to the success of the advice team - and where your attention to detail and client-first mindset will be genuinely valued. You'll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you're looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth. What you'll do You'll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems. Key responsibilities include: Preparing client meeting packs, illustrations, and application forms Handling letters of authority and updating client policy records Processing new business applications across pensions, investments, and protection Responding to client and provider enquiries via phone, email, and post Maintaining accurate records on Intelligent Office and managing diary tasks Producing valuation schedules and supporting encashment/withdrawal requests What you'll need Experience in financial planning, wealth management, or financial services admin Strong organisational skills and attention to detail Willingness to study towards financial services qualifications (desirable) About the company This independent advisory firm is FCA-regulated and committed to delivering tailored financial strategies with integrity and professionalism. With a nationwide presence and a strong operational framework, they offer a stable and supportive environment where you can build your career. You'll also benefit from a competitive package including pension contributions, insurance cover, and flexible working options to support your work-life balance. Please click 'Apply now' . Don't worry if your CV isn't up to date - just send what you have and we'll take it from there. IFA Administrator, Financial Planning Administrator, Wealth Administrator

Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.

Ready to Take Your Telesales Career to the Next Level? Join Usay Compare as an Insurance Adviser! Location: Cardiff Office - Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU. Salary: £35,000 basic + uncapped commission (OTE £70,000+)Job Type: Full-time, Permanent Why Join Usay Compare? Are you a driven telesales professional looking for your next big opportunity? Do you want to work for a company that invests in your growth with full training, ongoing coaching, and a clear path to success? At Usay Compare, we're the UK's leading comparison service for Health and Protection Insurance. We simplify the process of finding the best policies, offering expert advice and unbeatable service. With offices across the UK and a vibrant, supportive culture, we're growing fast-and we want you to grow with us. What We Offer: Guaranteed basic salary of £35,000 per annum Uncapped commission with realistic OTE of £70,000-£100,000+ Regular bonuses and performance incentives 26 days holiday + bank holidays, increasing to 28 days after 2 years' service ? Option to buy up to 5 extra days of annual leave Income Protection & Life Assurance Subsidised Private Health Insurance Employer Pension Contributions Enhanced Maternity & Paternity Leave Annual Flu Vaccine, Aviva Wellbeing App & Digital GP access Corporate Perks: Discounted gym memberships, cinema tickets, shopping, eyecare vouchers, cycle to work scheme, financial wellbeing sessions, and much more! A supportive, friendly, and fun working culture where your success is celebrated Comprehensive in-house training and continuous development About the Role: Insurance Adviser As an Insurance Adviser, you'll provide expert, consultative advice to clients on Life Insurance, Income Protection and Critical Illness Insurance. You'll use our advanced quotation system to understand their needs, explain product benefits, and guide them to the best solution-always with their best interests in mind. Key Responsibilities: Conduct fact-finding calls to understand client needs and budgets Recommend suitable insurance products from top UK providers Overcome objections and highlight key benefits to close sales Deliver exceptional service while meeting sales targets What We're Looking For: ? Proven telesales experience, ideally in insurance or financial services ? Proven experience advising upon Protection products (Life Insurance, Critical Illness and Income Protection) ? Experience selling regulated products in a high-volume environment ? Strong communication, listening, and objection-handling skills ? Target-driven mindset with a passion for success ? Ability to learn quickly and apply product knowledge effectively About Usay Compare With our head office in the beautiful Cotswolds and regional offices in London, Bristol, Bournemouth, Cardiff, Cheltenham, Southampton, and Taunton, we're proud to be the UK's fastest-growing Private Medical Insurance intermediary. We're passionate about making private healthcare accessible, affordable, and easy to understand. Ready to join a winning team and take your career to new heights?Click 'Apply' today and become part of our success story! Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please. IND01

Job Title: Branch Manager Location: Boldmere Basic Salary: £27,000. Rising to £29,000 after one year OTE: £50,000 We're looking for an experienced Branch Manager to take charge of the Boldmere office. The Team: Assistant Manager Valuation Manager Sales Progressor Mortgage Adviser Admin team + part-time viewing staff The office has amazing potential . It's previously been one of our most profitable branches, with a fantastic range of property prices and types, giving the right manager a real opportunity to make an impact . If you're a hands-on, results-driven manager who can lead a team, drive performance, and enjoy all aspects of branch management, this could be your next move. What we're looking for: A hands-on, results-driven leader who can motivate and manage the team Someone confident with sales, valuations, and negotiations Ability to re-energize the office and drive performance Strong organizational skills and attention to detail What we offer: Competitive basic + OTE package (£27k basic + £23k commission, rising to £29k basic after a year's target profit) A supportive team including experienced staff across sales, valuations, mortgage advice, and admin Opportunity to run a branch with fantastic property stock and variety A chance to make a real difference and be recognized for success

An established, forward-thinking wealth management firm within a leading regional law group is seeking an experienced Financial Adviser to support its continued growth. This is a new position created to expand the advisory presence within the East Midlands region, with full integration and support from the central wealth management team. The role will involve developing and maintaining strong relationships with internal referral sources, particularly the firm's solicitors across Private Client, Family, and Conveyancing departments. You will provide holistic, consultative financial planning advice to clients, covering areas such as retirement planning, investments, inheritance tax and estate planning, and protection. Clients typically have investable assets of £250,000 and above, with an emphasis on quality, long-term relationships rather than transactional advice. This opportunity would suit an adviser who enjoys building new relationships and is confident working within a professional services environment. You will benefit from an existing flow of internal referrals while also being encouraged to develop new client connections through proactive engagement. Key Details Salary completely based on your experience/ qualification level Benefits: 25 days holiday plus bank holidays (option to buy extra), employer pension contribution, life assurance, income protection, health cash plan, electric car scheme, and a strong social culture Structure: Fixed salary, team-based targets rather than individual commission Support: Dedicated paraplanning and administrative team Interviews: Two-stage process including an in-person role play to assess advice style Applicants should hold relevant Level 4 Diploma (or equivalent) financial planning qualifications and have previous experience advising clients within a regulated environment. The role requires a relationship-led, holistic approach rather than a sales-driven mindset.

Role: Graduate Financial Services Administrator Location: Chobham, office-based Salary: £24,000 depending on experience Please note this is a full time office-based position. This is an exciting entry-level opportunity for a Graduate to join a successful Financial Planning firm. The role is for someone with a keen interest in Financial Planning to assist several Advisers of the practice with operational and technical administrative responsibilities. They have hired graduates over the past couple of years who are getting on exceptionally well. Working within a knowledgeable, and close-knit team makes this a fantastic opportunity for somebody to learn and develop their skill set. You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice. Progression is available should you have ambitions to be a future team leader/manager, or ambitions to move into Paraplanning or Advising once embedded into the role. Study and exam support towards CII qualifications is strongly supported. Role Duties include: Act as the point of contact between Financial Planners, Paraplanners and Clients Prepare client meeting packs & documentation Processing new business Managing the CRM, Salesforce Preparing illustrations and applications forms Updating client records Adhere to data protection & FCA regulations Company Benefits: Discretionary annual bonus Free Parking Study support and genuine progression pathways What's needed to be considered? Essential: Educated to university degree level with a 2:1 or above Keen interest in Financial Services, in particular Financial Planning Basic knowledge of financial products, particularly Pensions and Investments Team player, eager to share knowledge previously obtained as well as learn on the job What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Service Advisor Pembrook Resourcing are currently seeking on behalf of their client a service advisor to work in the aftersales department at their dealership. The ideal Service Advisor - Previous experience in a service role is preferred. A passion to deliver a high standard of customer service. An organised individual who can deal with many duties on the move. Excellent telephone and face-to-face communication skills Administration skills, be able to use computers with confidence and the ability to organise and prioritise work. Service Advisor key responsibilities - Establish rapport with and provide outstanding care to the customer Identify and anticipate ways in which you can help the customer and achieve sales targets by selling technician labour and products Book in customer vehicles for servicing, with the objective of maximising labour utilisation and efficiency Arrange alternative transport for the customer (courtesy cars where possible) and liaise with drivers regarding pick-up and delivery of customer vehicles Manage and follow up all work in progress on customer vehicles; liaise regularly with the customer and Workshop Controller (and Technicians as required) to meet pre-arranged time frames. Ensure the customer understands the service charges what work will be or has been carried out involve technical advisers to answer queries where necessary IT IS VERY IMPORTANT TO INCLUDE CORRECT CONTACT DETAILS, SO WE CAN CONTACT YOU REGARDING THE APPLICATION MADE! We wish you the best of luck!

This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves. Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections click apply for full job details

Service Advisor Pembrook Resourcing are currently seeking on behalf of their client a service advisor to work in the aftersales department at their dealership. The ideal Service Advisor - Previous experience in a service role is preferred A passion to deliver a high standard of customer service An organised individual who can deal with many duties on the move Excellent telephone and face-to-face communication skills Administration skills, be able to use computers with confidence and the ability to organise and prioritise work Service Advisor key responsibilities - Establish rapport with and provide outstanding care to the customer Identify and anticipate ways in which you can help the customer and achieve sales targets by selling technician labour and products Book in customer vehicles for servicing, with the objective of maximising labour utilisation and efficiency Arrange alternative transport for the customer (courtesy cars where possible) and liaise with drivers regarding pick-up and delivery of customer vehicles Manage and follow up all work in progress on customer vehicles; liaise regularly with the customer and Workshop Controller (and Technicians as required) to meet pre-arranged time frames. Ensure the customer understands the service charges what work will be or has been carried out involve technical advisers to answer queries where necessary IT IS VERY IMPORTANT TO INCLUDE CORRECT CONTACT DETAILS, SO WE CAN CONTACT YOU REGARDING THE APPLICATION MADE! We wish you the best of luck!

Overview The Practice Lead for Data, Analytics and AI will focus on leading the function within Expleo UK. This role involves managing the function, including its people, delivery, and sales opportunities. This role requires a strategic and hands-on approach to drive data-driven decision-making, deliver actionable insights, and enhance business performance by incorporating Artificial Intelligence and Machine Learning for Expleo's clients. The successful candidate will lead a team of data scientists, analysts, and AI data engineers, collaborating closely with cross-functional teams to develop innovative data solutions and drive growth opportunities. The role is split between leading a team and delivering value to our customers. Responsibilities Leadership and Strategy: Help the Service head to define the data and analytics vision, strategy, and roadmap aligned with the firm's goals. Align the data and analytics strategy with the firm's overall goals and objectives. Provide leadership and guidance to the team, fostering a culture of innovation, collaboration, and continuous improvement. Identify emerging trends and technologies in data, analytics, and AI to drive competitive advantage. Client Engagement: Engage with clients to understand their data, analytics, and AI needs, challenges, and objectives. Translate client requirements into actionable data and AI strategies, solutions, and deliverables. Lead solution workshops with client stakeholders Act as a trusted adviser to clients, demonstrating expertise in data-driven decision-making and analytics. Team Management: Build and manage a high-performing team of data scientists, analysts, and data engineers utilizing AI and ML. Provide mentorship, guidance, and professional development opportunities to team members. Foster a culture of collaboration, knowledge sharing, and innovation within the team. Data and AI Analysis and Insights: Oversee the design, development, and execution of data models, algorithms, and analytical frameworks. Understand the basics of AI LLMs (Large Language Models) and how they work. Drive data exploration, visualization, and interpretation to extract meaningful insights. Present findings and recommendations to clients and internal stakeholders in a clear and compelling manner. Data Governance and Compliance: Develop and implement data governance policies, procedures, and best practices to ensure data quality, integrity, and security. Ensure compliance with data privacy regulations and industry standards. Stay updated on evolving data regulations and proactively adapt the firm's practices accordingly. Experience Proven experience in a leadership role within data and analytics, preferably in a consulting or professional services environment. Strong understanding of data management, analytics, and visualization techniques and tools with a strong delivery record. Excellent communication and presentation skills, with the ability to explain complex concepts to non-technical stakeholders. Strong leadership and people management skills, with a track record of building and leading high-performing teams. Familiarity with data privacy and compliance regulations (e.g., GDPR, CCPA) is desirable. Benefits Collaborative working environment - we stand shoulder to shoulder with our clients and our peers through good times and challenges We empower all passionate technology loving professionals by allowing them to expand their skills and take part in inspiring projects Expleo Academy - enables you to acquire and develop the right skills by delivering a suite of accredited training courses Competitive company benefits Always working as one team, our people are not afraid to think big and challenge the status quo As a Disability Confident Committed Employer we have committed to: Ensure our recruitment process is inclusive and accessible Communicating and promoting vacancies Offering an interview to disabled people who meet the minimum criteria for the job Anticipating and providing reasonable adjustments as required Supporting any existing employee who acquires a disability or long term health condition, enabling them to stay in work at least one activity that will make a difference for disabled people "We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age". We treat everyone fairly and equitably across the organisation, including providing any additional support and adjustments needed for everyone to thrive

This employed New Build Mortgage Adviser job in Southampton provides opportunity to work within a busy, highly rated mortgage brokerage You will receive a good volume of quality leads from their new build property developers you actively promote the business to potential buyers. You will be able to guide the buyer through the mortgage advice process and build a good rapport so that they use your services. The new build property sales team will actively promote your mortgage services. However, their top performing Mortgage Advisers don't rest on their laurels and proactively build relationships with the sales team to increase their lead flow even further! Based on business opportunities available, you should aim to bank £10,000 business per month. However, they have several Mortgage Advisers in their team who bank in excess of £150,000 - £200,000 per annum Their Mortgage Advisers are heavily supported by their Case Managers. Once the mortgage is submitted, the Case Managers will chase this through to completion for you New Build Mortgage Adviser Requirements You must hold full CeMAP or equivalent You must have good experience as a Mortgage Advisor Experience of working with new build mortgages would be beneficial The Company This professional multi-award winning national mortgage brokerage has an expert team of Mortgage Advisors offering advice to New Build purchasers. Having been established for over a decade, they are renowned with their clients for the excellent service provided. They have a large friendly team environment, each member is valued and plays a key part in their continued success. New Build Mortgage Adviser Benefits Salary of up to £36,000 depending on experience and shift pattern plus tiered bonus structure with OTE of £42,000 - £46,000 Working hours of 10am - 6pm, Monday to Friday One or two weekend in four which is both the Saturday and the Sunday (two days off in lieu provided) Hybrid working considered Dynamic mortgage advice business that is regularly achieving success Locations Southampton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Are you a natural business developer with a passion for investments and building trusted adviser relationships? AJ Bell is a FTSE 250 investment business that s growing rapidly, and we re looking for an experienced Business Development Manager to lead new business growth across the North region. This is a high-profile, client-facing role where you ll represent AJ Bell Investments, promoting our funds, Model Portfolio Services (MPS), and PMPS to financial advisers and discretionary firms. You ll take full ownership of your regional strategy, working with internal and external stakeholders to grow inflows and strengthen adviser engagement across your territory. What you ll do: Lead and deliver regional new business targets for AJ Bell Investments. Develop and execute a regional business plan, including marketing campaigns, investment roadshows, and third-party events. Identify, engage, and sign up new adviser firms to adopt AJ Bell Investments within their Centralised Investment Proposition (CIP) or fund selection process. Build long-term, trusted relationships with financial advisers, meeting activity and engagement KPIs. Conduct regular meetings with top firms, providing quarterly SWOT analyses to highlight opportunities and strengthen partnerships. Maintain detailed meeting notes and report inflows/outflows to the Head of Sales. Collaborate across AJ Bell teams including Investments, Business Development, Key Accounts, and Platform Sales to maximise results. Represent AJ Bell Investments at national sales meetings, internal briefings, and client-facing events. Stay up to date with platform developments and investment proposition enhancements to deliver credible, consultative conversations with advisers. What we re looking for: Experience & Competence: Proven track record in investment sales or business development, ideally within an IFA or intermediary-facing environment. Strong understanding of investment products such as OEICs, SIPPs, and Model Portfolio Services. Demonstrated success in delivering new business growth and managing adviser relationships. Established network of adviser firms across the North region. Knowledge & Skills: Excellent understanding of investment propositions, platforms, and the UK regulatory landscape. Confident communicator with strong interpersonal and negotiation skills. Collaborative approach, able to work effectively with internal teams and external partners. Organised, self-motivated, and capable of managing a diverse and active pipeline. Level 4 Diploma in Regulated Financial Planning desirable. Investment Management Certificate (IMC) desirable. Full UK driving licence required. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For for six consecutive years and in 2024 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. In return for your hard work you will be entitled to: Competitive starting salary + sales bonus Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8%, Discretionary bonus scheme, Annual free share awards scheme & Buy As You Earn (BAYE) Scheme Health Cash Plan provided by SimplyHealth & Discounted private healthcare scheme and dental plan Employee Assistance Programme & Sick pay+ pledge Bike loan scheme & Loans for travel season tickets Enhanced maternity, paternity, and shared parental leave Death in service scheme Ongoing technical training, Professional qualification support & Talent development programmes AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.

Are you a driven and strategic sales professional looking to represent one of the UK s leading investment platforms? AJ Bell is seeking an ambitious Regional Sales Manager to drive business growth, strengthen adviser relationships, and increase market share across your region. This is a fantastic opportunity to join a FTSE 250 company recognised for innovation, service excellence, and sustained growth. You ll have the autonomy to shape your regional strategy while being supported by a collaborative and high-performing national sales team. What you ll do: Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement Build strong, long-term partnerships with financial advisers and firms across your region through a structured, data-led approach. Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance. Promote AJ Bell s full range of investment solutions including MPS, passive funds, and our award-winning platform. Deliver engaging adviser presentations, seminars, and technical sessions to showcase AJ Bell s proposition. Oversee the onboarding of new firms, ensuring a smooth and positive experience. Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance. Maintain relationships with key investment partners and fund groups to maximise regional potential. Ensure all activities align with Consumer Duty principles and regulatory expectations. What we re looking for Essential: Proven success in a field-based sales or business development role within the investment platform or financial services market. Strong network of IFA and adviser firm relationships. In-depth understanding of platform propositions, SIPP, and investment solutions. Desirable: Level 4 Diploma in Regulated Financial Planning. Familiarity with AJ Bell s platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios. Excellent planning, negotiation, and influencing skills. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For for six consecutive years and in 2024 named a Great Place to Work . At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. In return for your hard work you will be entitled to: Competitive starting salary + sales bonus Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme, Annual free share awards scheme & Buy As You Earn (BAYE) Scheme Health Cash Plan provided by SimplyHealth & Discounted private healthcare scheme and dental plan Free on-site gym providing a wide range of free classes Employee Assistance Programme & Sick pay+ pledge Bike loan scheme & Loans for travel season tickets Enhanced maternity, paternity, and shared parental leave Death in service scheme Ongoing technical training Professional qualification support Talent development programmes AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.

This home based Mortgage Adviser job with leads provided is an attractive option to experienced Advisers. Our client has a tried and tested business model, meaning they have managed to successfully ride the storm and are 70% up, year-to-year! You will be provided with internet leads for clients within your local area. This lead generation method has proven to be successful for their current Mortgage Advisors who regularly write good levels of business. In addition to the leads provided, the business would like you to be proactive in self-generation some of your own business. Training and Development Bi-monthly sales meetings to provide you with ongoing personal development. You will receive excellent mentoring support to help develop your business you will not be micro-managed. Transition into becoming a Financial & Mortgage Adviser If you want to add financial planning service onto your existing skills as a Mortgage Adviser, the firm will support you with enrolment into a hands-on training programme. This will assist you with the DipFA qualifications and understanding of how to provide financial advice. Mortgage Adviser Requirements You should be a current Mortgage Advisor, holding CAS status You must have some of your own, transferable clients / introducers You must have proven experience at converting leads The Company This financial services firm with a first-class compliance record was established in 2009 and now has a successful team of over 30 Mortgage Advisors, which are highly rated on various review sites. They are keen to recruit Mortgage Advisors across the UK in England and South Wales. Mortgage Adviser Benefits Self-employed role with OTE £50,000 (uncapped) pa Excellent commission of 60% on all business written Progression to financial planning and chartered qualification Equipment provided to new Mortgage Advisers, such as: laptop, smart phone and stationery Also, IT software, compliance training / support is fully provided to Mortgage Advisers without costs Home based job Locations Working remotely in England Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This home based Mortgage Adviser job with leads provided is an attractive option to experienced Advisers. Our client has a tried and tested business model, meaning they have managed to successfully ride the storm and are 70% up, year-to-year! You will be provided with internet leads for clients within your local area. This lead generation method has proven to be successful for their current Mortgage Advisors who regularly write good levels of business. In addition to the leads provided, the business would like you to be proactive in self-generation some of your own business. Training and Development Bi-monthly sales meetings to provide you with ongoing personal development. You will receive excellent mentoring support to help develop your business - you will not be micro-managed. Transition into becoming a Financial & Mortgage Adviser If you want to add financial planning service onto your existing skills as a Mortgage Adviser, the firm will support you with enrolment into a hands-on training programme. This will assist you with the DipFA qualifications and understanding of how to provide financial advice. Mortgage Adviser Requirements You should be a current Mortgage Advisor, holding CAS status You must have some of your own, transferable clients / introducers You must have proven experience at converting leads The Company This financial services firm with a first-class compliance record was established in 2009 and now has a successful team of over 30 Mortgage Advisors, which are highly rated on various review sites. They are keen to recruit Mortgage Advisors across the UK in England and South Wales. Mortgage Adviser Benefits Self-employed role with OTE £50,000 (uncapped) pa Excellent commission of 60% on all business written Progression to financial planning and chartered qualification Equipment provided to new Mortgage Advisers, such as: laptop, smart phone and stationery Also, IT software, compliance training / support is fully provided to Mortgage Advisers without costs Home based job Locations Working remotely in England Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.