To be considered for this role, you must hold CeMAP 1 or equivalent. "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 (if car is not older than 10 years) 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.
Oct 07, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "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 (if car is not older than 10 years) 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.
Tax Senior Manager 70,000 - 80,000 DOE Location: Reigate Hybrid / Flexible Working Available We are seeking a highly experienced Tax Senior Manager to join a growing, people-focused tax team. This is a senior leadership role, offering the opportunity to manage a diverse portfolio of high-profile clients and to provide expert advice on personal and trust tax matters. You will play a pivotal role in overseeing complex compliance and advisory work, while mentoring and developing a team of managers, seniors, and trainees. This role is ideal for a technically strong tax professional who thrives in a leadership position and wants to influence both client outcomes and team growth. What you'll do: Manage a varied portfolio of clients, including high-net-worth individuals, trusts, family offices, and international residents. Act as the main contact for key clients, building and maintaining strong, long-term relationships. Lead complex tax compliance and advisory projects, particularly in personal and trust tax. Review and provide guidance on work prepared by managers, seniors, and trainees. Mentor and develop junior team members to support career progression. Oversee resourcing, workflow, and budgets across multiple assignments. Identify opportunities for cross-service collaboration and contribute to business development initiatives. Support marketing and client engagement through articles, presentations, and events. Ensure compliance with firm policies, risk procedures, and regulatory requirements. What we're looking for: CTA qualified (or equivalent) with 8+ years' experience in tax/accountancy practice. Strong technical knowledge across personal and trust (onshore and offshore) tax. Experience managing client portfolios and leading client relationships. Excellent leadership, communication, and influencing skills. Commercially aware with the ability to identify opportunities. Organised, adaptable, and resilient under pressure. Right to work in the UK. What's on offer: Competitive salary: 70,000 - 80,000 Hybrid working (up to 2 days from home) and/or flexible arrangement Annual discretionary bonus 8% pension contribution Private medical insurance and life cover Long-term disability insurance 25 days' holiday plus bank holidays Team events, including an annual away day and Christmas celebration. If you are a motivated, client-focused tax professional looking for a senior role with real influence and leadership opportunities, we would love to hear from you! Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. ME15147
Oct 02, 2025
Full time
Tax Senior Manager 70,000 - 80,000 DOE Location: Reigate Hybrid / Flexible Working Available We are seeking a highly experienced Tax Senior Manager to join a growing, people-focused tax team. This is a senior leadership role, offering the opportunity to manage a diverse portfolio of high-profile clients and to provide expert advice on personal and trust tax matters. You will play a pivotal role in overseeing complex compliance and advisory work, while mentoring and developing a team of managers, seniors, and trainees. This role is ideal for a technically strong tax professional who thrives in a leadership position and wants to influence both client outcomes and team growth. What you'll do: Manage a varied portfolio of clients, including high-net-worth individuals, trusts, family offices, and international residents. Act as the main contact for key clients, building and maintaining strong, long-term relationships. Lead complex tax compliance and advisory projects, particularly in personal and trust tax. Review and provide guidance on work prepared by managers, seniors, and trainees. Mentor and develop junior team members to support career progression. Oversee resourcing, workflow, and budgets across multiple assignments. Identify opportunities for cross-service collaboration and contribute to business development initiatives. Support marketing and client engagement through articles, presentations, and events. Ensure compliance with firm policies, risk procedures, and regulatory requirements. What we're looking for: CTA qualified (or equivalent) with 8+ years' experience in tax/accountancy practice. Strong technical knowledge across personal and trust (onshore and offshore) tax. Experience managing client portfolios and leading client relationships. Excellent leadership, communication, and influencing skills. Commercially aware with the ability to identify opportunities. Organised, adaptable, and resilient under pressure. Right to work in the UK. What's on offer: Competitive salary: 70,000 - 80,000 Hybrid working (up to 2 days from home) and/or flexible arrangement Annual discretionary bonus 8% pension contribution Private medical insurance and life cover Long-term disability insurance 25 days' holiday plus bank holidays Team events, including an annual away day and Christmas celebration. If you are a motivated, client-focused tax professional looking for a senior role with real influence and leadership opportunities, we would love to hear from you! Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. ME15147
Junior Financial Services Opportunity - Tunbridge Wells Are you looking to launch your career in Financial Services with unrivalled support and clear progression?We're excited to offer a fantastic opening for a Junior Employee Benefits Administrator in Tunbridge Wells, with a competitive starting salary of £24,000 - £30,000 and FULLY FUNDED CII STUDY SPONSORSHIP .Why This Role Stands Out Comprehensive Training : Hands-on support and mentoring from day one. Modern Workspace : Recently refurbished, vibrant offices in the heart of Tunbridge Wells. Clear Progression Path : A structured 2-3 year development plan, culminating in full CII accreditation. Choose Your Future : Post-qualification, follow one of three tailored career pathways. Earning Potential : £40,000 - £60,000 basic, with OTE reaching up to £90,000. What You'll Be Doing Delivering first-class service to valued clients. Preparing presentations to support Employee Benefits Advisors. Managing scheme renewals, benefits assessments, and strategic reports. Laying the foundations for a rewarding career in financial advisory. What We're Looking For Ambitious, motivated, and reliable individuals. Eager to study and achieve professional certifications. Strong communicators with excellent people skills. Confident with Microsoft Office and detail-focused. Good academic background (strong A Levels essential, degree preferred). Any prior experience in Financial Services, insurance, risk, or health is a bonus-but not essential. Why Apply? This is a genuine opportunity to break into Financial Services with the full backing of a supportive, forward-thinking employer. You'll benefit from training, progression, and a career pathway that can transform your ambitions into reality. Apply Now Get in touch today to find out more: Jo Strong - By applying for this role, you consent to TN Recruits Ltd securely retaining your details for up to 3 years, unless instructed otherwise. In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Sep 26, 2025
Full time
Junior Financial Services Opportunity - Tunbridge Wells Are you looking to launch your career in Financial Services with unrivalled support and clear progression?We're excited to offer a fantastic opening for a Junior Employee Benefits Administrator in Tunbridge Wells, with a competitive starting salary of £24,000 - £30,000 and FULLY FUNDED CII STUDY SPONSORSHIP .Why This Role Stands Out Comprehensive Training : Hands-on support and mentoring from day one. Modern Workspace : Recently refurbished, vibrant offices in the heart of Tunbridge Wells. Clear Progression Path : A structured 2-3 year development plan, culminating in full CII accreditation. Choose Your Future : Post-qualification, follow one of three tailored career pathways. Earning Potential : £40,000 - £60,000 basic, with OTE reaching up to £90,000. What You'll Be Doing Delivering first-class service to valued clients. Preparing presentations to support Employee Benefits Advisors. Managing scheme renewals, benefits assessments, and strategic reports. Laying the foundations for a rewarding career in financial advisory. What We're Looking For Ambitious, motivated, and reliable individuals. Eager to study and achieve professional certifications. Strong communicators with excellent people skills. Confident with Microsoft Office and detail-focused. Good academic background (strong A Levels essential, degree preferred). Any prior experience in Financial Services, insurance, risk, or health is a bonus-but not essential. Why Apply? This is a genuine opportunity to break into Financial Services with the full backing of a supportive, forward-thinking employer. You'll benefit from training, progression, and a career pathway that can transform your ambitions into reality. Apply Now Get in touch today to find out more: Jo Strong - By applying for this role, you consent to TN Recruits Ltd securely retaining your details for up to 3 years, unless instructed otherwise. In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Tax Senior Manager 70,000 - 80,000 DOE Location: Reigate Hybrid / Flexible Working Available We are seeking a highly experienced Tax Senior Manager to join a growing, people-focused tax team. This is a senior leadership role, offering the opportunity to manage a diverse portfolio of high-profile clients and to provide expert advice on personal and trust tax matters. You will play a pivotal role in overseeing complex compliance and advisory work, while mentoring and developing a team of managers, seniors, and trainees. This role is ideal for a technically strong tax professional who thrives in a leadership position and wants to influence both client outcomes and team growth. What you'll do: Manage a varied portfolio of clients, including high-net-worth individuals, trusts, family offices, and international residents. Act as the main contact for key clients, building and maintaining strong, long-term relationships. Lead complex tax compliance and advisory projects, particularly in personal and trust tax. Review and provide guidance on work prepared by managers, seniors, and trainees. Mentor and develop junior team members to support career progression. Oversee resourcing, workflow, and budgets across multiple assignments. Identify opportunities for cross-service collaboration and contribute to business development initiatives. Support marketing and client engagement through articles, presentations, and events. Ensure compliance with firm policies, risk procedures, and regulatory requirements. What we're looking for: CTA qualified (or equivalent) with 8+ years' experience in tax/accountancy practice. Strong technical knowledge across personal and trust (onshore and offshore) tax. Experience managing client portfolios and leading client relationships. Excellent leadership, communication, and influencing skills. Commercially aware with the ability to identify opportunities. Organised, adaptable, and resilient under pressure. Right to work in the UK. What's on offer: Competitive salary: 70,000 - 80,000 Hybrid working (up to 2 days from home) and/or flexible arrangement Annual discretionary bonus 8% pension contribution Private medical insurance and life cover Long-term disability insurance 25 days' holiday plus bank holidays Team events, including an annual away day and Christmas celebration. If you are a motivated, client-focused tax professional looking for a senior role with real influence and leadership opportunities, we would love to hear from you! Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. ME15147
Sep 23, 2025
Full time
Tax Senior Manager 70,000 - 80,000 DOE Location: Reigate Hybrid / Flexible Working Available We are seeking a highly experienced Tax Senior Manager to join a growing, people-focused tax team. This is a senior leadership role, offering the opportunity to manage a diverse portfolio of high-profile clients and to provide expert advice on personal and trust tax matters. You will play a pivotal role in overseeing complex compliance and advisory work, while mentoring and developing a team of managers, seniors, and trainees. This role is ideal for a technically strong tax professional who thrives in a leadership position and wants to influence both client outcomes and team growth. What you'll do: Manage a varied portfolio of clients, including high-net-worth individuals, trusts, family offices, and international residents. Act as the main contact for key clients, building and maintaining strong, long-term relationships. Lead complex tax compliance and advisory projects, particularly in personal and trust tax. Review and provide guidance on work prepared by managers, seniors, and trainees. Mentor and develop junior team members to support career progression. Oversee resourcing, workflow, and budgets across multiple assignments. Identify opportunities for cross-service collaboration and contribute to business development initiatives. Support marketing and client engagement through articles, presentations, and events. Ensure compliance with firm policies, risk procedures, and regulatory requirements. What we're looking for: CTA qualified (or equivalent) with 8+ years' experience in tax/accountancy practice. Strong technical knowledge across personal and trust (onshore and offshore) tax. Experience managing client portfolios and leading client relationships. Excellent leadership, communication, and influencing skills. Commercially aware with the ability to identify opportunities. Organised, adaptable, and resilient under pressure. Right to work in the UK. What's on offer: Competitive salary: 70,000 - 80,000 Hybrid working (up to 2 days from home) and/or flexible arrangement Annual discretionary bonus 8% pension contribution Private medical insurance and life cover Long-term disability insurance 25 days' holiday plus bank holidays Team events, including an annual away day and Christmas celebration. If you are a motivated, client-focused tax professional looking for a senior role with real influence and leadership opportunities, we would love to hear from you! Refer a friend and earn a retail voucher worth up to 500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer. ME15147
Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle. Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully-fledged Financial Adviser. Why This Role Stands Out This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You'll be immersed in every stage of the advice process - from research and suitability reporting to provider submissions - while following a tailored development plan to become a qualified Financial Planner. You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you've been waiting for. What's in It for You Salary: £31,000 to £41,000 per annum, based on experience and qualifications Flexi-working & home working options Bonus scheme Full financial support for exams and materials (including AF5 and beyond) Private Medical Insurance, Critical Illness & Life Cover Pension Scheme Enhanced maternity/paternity pay Christmas shutdown Cycle to Work Scheme Gym discounts & KP Golf Club membership Modern office facilities with free parking & showers Team socials, volunteering days & wellbeing initiatives Your Role: Key Responsibilities While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including: Writing suitability reports and financial planning documents Conducting research and calculations to support client recommendations Ensuring all documentation is compliant and technically accurate Liaising with providers to obtain illustrations, valuations, and policy details Submitting new business efficiently and within agreed timescales Supporting colleagues and contributing to team learning and development Following structured workflows and a CPD/T&C programme aligned with FCA expectations Embodying Consumer Duty principles in all aspects of your work By the end of your training journey, you'll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives. What We're Looking For Level 4 Diploma in Regulated Financial Planning (completed or near completion) Experience in a Paraplanning role Excellent written and verbal communication skills Strong attention to detail and organisation A client-first mindset and a genuine desire to make a difference Your Future Starts Here This is your opportunity to move beyond the back-office and into the advisory space - with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you. Apply now to begin your journey as a future Financial Planner.
Sep 23, 2025
Full time
Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle. Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully-fledged Financial Adviser. Why This Role Stands Out This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You'll be immersed in every stage of the advice process - from research and suitability reporting to provider submissions - while following a tailored development plan to become a qualified Financial Planner. You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you've been waiting for. What's in It for You Salary: £31,000 to £41,000 per annum, based on experience and qualifications Flexi-working & home working options Bonus scheme Full financial support for exams and materials (including AF5 and beyond) Private Medical Insurance, Critical Illness & Life Cover Pension Scheme Enhanced maternity/paternity pay Christmas shutdown Cycle to Work Scheme Gym discounts & KP Golf Club membership Modern office facilities with free parking & showers Team socials, volunteering days & wellbeing initiatives Your Role: Key Responsibilities While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including: Writing suitability reports and financial planning documents Conducting research and calculations to support client recommendations Ensuring all documentation is compliant and technically accurate Liaising with providers to obtain illustrations, valuations, and policy details Submitting new business efficiently and within agreed timescales Supporting colleagues and contributing to team learning and development Following structured workflows and a CPD/T&C programme aligned with FCA expectations Embodying Consumer Duty principles in all aspects of your work By the end of your training journey, you'll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives. What We're Looking For Level 4 Diploma in Regulated Financial Planning (completed or near completion) Experience in a Paraplanning role Excellent written and verbal communication skills Strong attention to detail and organisation A client-first mindset and a genuine desire to make a difference Your Future Starts Here This is your opportunity to move beyond the back-office and into the advisory space - with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you. Apply now to begin your journey as a future Financial Planner.
