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sales insurance adviser
Employment Specialists Ltd
Customer Service Advisor
Employment Specialists Ltd Colchester, Essex
An established, customer-focused Insurance business in the Colchester area is looking for a Customer Service Adviser to join their friendly, growing team. This is a great opportunity for someone who enjoys speaking with customers, delivering a brilliant service, and confidently upselling and cross-selling when it's right for the customer, backed by excellent training and development from day one (including support towards professional qualifications). What you'll be doing as a Customer Service Adviser: You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call. Handling inbound and outbound calls, providing a professional and personable service Producing Insurance quotations and converting opportunities into new and additional business Supporting renewals and retention, building strong customer relationships Processing mid-term adjustments and customer instructions accurately Identifying cross-sell opportunities and making introductions where appropriate Recording and managing leads and activity using a CRM system Building product knowledge over time with structured training and coaching As you develop, supporting smaller business customers (training provided) What we're looking for to be a Customer Service Adviser Previous Insurance customer service experience (motor/home Insurance ideal) Comfortable with sales conversations , including upsell and cross-sell Confident communicator (verbal and written) with a strong telephone manner Good IT skills and the ability to learn new systems quickly Organised, reliable and able to manage your own workload A positive, "can-do" approach and enjoyment of working in a small team Benefits 25,000- 27,000 + bonus (depending on experience) Full training & development (technical knowledge, sales skills) Support towards CII qualifications Supportive, friendly working environment 25 days holiday + bank holidays Free parking (Great Tey area) Company pension scheme
Apr 22, 2026
Full time
An established, customer-focused Insurance business in the Colchester area is looking for a Customer Service Adviser to join their friendly, growing team. This is a great opportunity for someone who enjoys speaking with customers, delivering a brilliant service, and confidently upselling and cross-selling when it's right for the customer, backed by excellent training and development from day one (including support towards professional qualifications). What you'll be doing as a Customer Service Adviser: You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call. Handling inbound and outbound calls, providing a professional and personable service Producing Insurance quotations and converting opportunities into new and additional business Supporting renewals and retention, building strong customer relationships Processing mid-term adjustments and customer instructions accurately Identifying cross-sell opportunities and making introductions where appropriate Recording and managing leads and activity using a CRM system Building product knowledge over time with structured training and coaching As you develop, supporting smaller business customers (training provided) What we're looking for to be a Customer Service Adviser Previous Insurance customer service experience (motor/home Insurance ideal) Comfortable with sales conversations , including upsell and cross-sell Confident communicator (verbal and written) with a strong telephone manner Good IT skills and the ability to learn new systems quickly Organised, reliable and able to manage your own workload A positive, "can-do" approach and enjoyment of working in a small team Benefits 25,000- 27,000 + bonus (depending on experience) Full training & development (technical knowledge, sales skills) Support towards CII qualifications Supportive, friendly working environment 25 days holiday + bank holidays Free parking (Great Tey area) Company pension scheme
Premier Jobs UK
Mortgage Sales Manager
Premier Jobs UK
Mortgage Sales Manager Job in the City of London If you are an experienced leader of Mortgage Advisers and looking for a Mortgage Sales Manager job where you can genuinely shape adviser performance, this opportunity offers an exciting next step in a growing national business. You will be joining a rapidly expanding advisory firm with a large population of self employed advisers. As part of their next phase of growth, they are investing in dedicated Sales Managers to drive productivity, coaching and development across their adviser teams. In this hands on role, you will be responsible for supporting a sizeable group of Mortgage Advisers and Area Managers, focusing on practical coaching to enhance business planning, activity levels, conversion and protection results. You will not carry personal writing responsibilities, allowing you to fully dedicate your time to leading, motivating and developing the team. You will be based from their City of London office, with regular field visits to maintain visibility and support across the region. With the business targeting continued adviser growth over the coming years, there is strong scope to progress as the structure expands. Mortgage Sales Manager Requirements Essential - Proven experience managing or coaching Mortgage Advisers Essential - Mortgage qualification such as CeMAP or equivalent Essential - Track record of improving adviser performance against targets Desirable - Background working with self employed adviser models Desirable - Experience overseeing multi site or regionally dispersed teams The Company Our client is a fast growing financial advisory firm with a national footprint across insurance, mortgages and wealth. The business has expanded rapidly in recent years and continues to invest heavily in adviser development, leadership and training to support their ambitious growth plans. Mortgage Sales Manager Benefits Salary up to 45,000 with OTE of 60,000+ Performance related bonus based on agreed metrics Office based in the City of London 4 days per week and 1 day from home (regular travel to see Advisers expected) Opportunity to directly influence adviser performance and business results Mileage or petrol support may be available for field visits Location City of London, suitable for candidates within reasonable commuting distance and comfortable with regular regional travel. If you are a motivational leader who thrives on developing advisers and driving performance, please apply now for further details. 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 resp
Apr 20, 2026
Full time
Mortgage Sales Manager Job in the City of London If you are an experienced leader of Mortgage Advisers and looking for a Mortgage Sales Manager job where you can genuinely shape adviser performance, this opportunity offers an exciting next step in a growing national business. You will be joining a rapidly expanding advisory firm with a large population of self employed advisers. As part of their next phase of growth, they are investing in dedicated Sales Managers to drive productivity, coaching and development across their adviser teams. In this hands on role, you will be responsible for supporting a sizeable group of Mortgage Advisers and Area Managers, focusing on practical coaching to enhance business planning, activity levels, conversion and protection results. You will not carry personal writing responsibilities, allowing you to fully dedicate your time to leading, motivating and developing the team. You will be based from their City of London office, with regular field visits to maintain visibility and support across the region. With the business targeting continued adviser growth over the coming years, there is strong scope to progress as the structure expands. Mortgage Sales Manager Requirements Essential - Proven experience managing or coaching Mortgage Advisers Essential - Mortgage qualification such as CeMAP or equivalent Essential - Track record of improving adviser performance against targets Desirable - Background working with self employed adviser models Desirable - Experience overseeing multi site or regionally dispersed teams The Company Our client is a fast growing financial advisory firm with a national footprint across insurance, mortgages and wealth. The business has expanded rapidly in recent years and continues to invest heavily in adviser development, leadership and training to support their ambitious growth plans. Mortgage Sales Manager Benefits Salary up to 45,000 with OTE of 60,000+ Performance related bonus based on agreed metrics Office based in the City of London 4 days per week and 1 day from home (regular travel to see Advisers expected) Opportunity to directly influence adviser performance and business results Mileage or petrol support may be available for field visits Location City of London, suitable for candidates within reasonable commuting distance and comfortable with regular regional travel. If you are a motivational leader who thrives on developing advisers and driving performance, please apply now for further details. 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 resp
LifeSearch
Sales Adviser
LifeSearch
Sales Executive - Shoreditch, London £32k basic starting salary + uncapped commission + genuine career growth + great perks! Looking to take the next step in your telesales career? We're one of the UK's leading Life Insurance Brokers, and we're on the lookout for high performing, commercially driven professionals who want to build a serious career in Protection and join our award-winning team. Think meaningful work, supportive teammates and the chance to earn BIG while helping people protect what matters most. We invest heavily in our people, providing extensive training, coaching and ongoing support. In return, we expect commitment, professionalism and a drive to be among the very best. We've featured in the Sunday Times 'Best Companies to Work For' list, and we're crushing it on Trustpilot! Don't just take our word for it, go ahead, check us out! Provisional Start : April 27th 2026 or June 8th 2026 Based in the Shoreditch area of London What you'll be doing: Speak with existing customers and provide tailored advice (no cold calling!) Help them understand the best options to protect their families Be supported by a team that's with you every step of the way Manage several clients at different stages Join a crew of 120+ Advisers across the UK, including some of the top performers in the industry We're looking for: High-performing individuals with a strong track record in target-driven or commercially focused roles. Someone confident, self-motivated and resilient, with the ability to build rapport quickly, handle complex conversations and perform consistently under pressure. Ambition is key. This role suits people who want to progress, develop and build a long-term career rather than simply do a job. Some experience in an office-based sales role is a must-have What's in it for you? £32k basic salary that will go up to £35k once you pass your probation Uncapped commission from Day 1. The more you put in, the more you can earn! Industry leading training & development Overseas incentive trips (yes, really!) Life, Critical Illness, and Income Protection cover Buy/Sell up to an additional 5 days' annual leave Your birthday off! And much more! What is the shift pattern like? You'll work 40 hours a week, doing a 9am - 6pm shift. You would also work one Saturday a month, 9am - 3pm (but you get a day off in lieu of course! Hello three day weekend!). After your office-based training period, you'll be able to work from home 2 days a week! What's the application process like? Click apply and upload your CV (no AI here, we actually read them!) If it's a match, Sophie will be in touch to book in a short telephone interview If that goes well, you'll be invited to an interview day at our London office. Don't worry, we'll give you full details of the day and tips on how to smash it! If you shine on the day, we may want to meet you one last time over Teams before we (fingers crossed ) offer you the job! We aim to provide prompt feedback between each stage, so you know exactly where you're at in the process. No ghosting here! Have we enticed you enough? Apply now and we'll be in touch as soon as possible!
Apr 17, 2026
Full time
Sales Executive - Shoreditch, London £32k basic starting salary + uncapped commission + genuine career growth + great perks! Looking to take the next step in your telesales career? We're one of the UK's leading Life Insurance Brokers, and we're on the lookout for high performing, commercially driven professionals who want to build a serious career in Protection and join our award-winning team. Think meaningful work, supportive teammates and the chance to earn BIG while helping people protect what matters most. We invest heavily in our people, providing extensive training, coaching and ongoing support. In return, we expect commitment, professionalism and a drive to be among the very best. We've featured in the Sunday Times 'Best Companies to Work For' list, and we're crushing it on Trustpilot! Don't just take our word for it, go ahead, check us out! Provisional Start : April 27th 2026 or June 8th 2026 Based in the Shoreditch area of London What you'll be doing: Speak with existing customers and provide tailored advice (no cold calling!) Help them understand the best options to protect their families Be supported by a team that's with you every step of the way Manage several clients at different stages Join a crew of 120+ Advisers across the UK, including some of the top performers in the industry We're looking for: High-performing individuals with a strong track record in target-driven or commercially focused roles. Someone confident, self-motivated and resilient, with the ability to build rapport quickly, handle complex conversations and perform consistently under pressure. Ambition is key. This role suits people who want to progress, develop and build a long-term career rather than simply do a job. Some experience in an office-based sales role is a must-have What's in it for you? £32k basic salary that will go up to £35k once you pass your probation Uncapped commission from Day 1. The more you put in, the more you can earn! Industry leading training & development Overseas incentive trips (yes, really!) Life, Critical Illness, and Income Protection cover Buy/Sell up to an additional 5 days' annual leave Your birthday off! And much more! What is the shift pattern like? You'll work 40 hours a week, doing a 9am - 6pm shift. You would also work one Saturday a month, 9am - 3pm (but you get a day off in lieu of course! Hello three day weekend!). After your office-based training period, you'll be able to work from home 2 days a week! What's the application process like? Click apply and upload your CV (no AI here, we actually read them!) If it's a match, Sophie will be in touch to book in a short telephone interview If that goes well, you'll be invited to an interview day at our London office. Don't worry, we'll give you full details of the day and tips on how to smash it! If you shine on the day, we may want to meet you one last time over Teams before we (fingers crossed ) offer you the job! We aim to provide prompt feedback between each stage, so you know exactly where you're at in the process. No ghosting here! Have we enticed you enough? Apply now and we'll be in touch as soon as possible!
Just Mortgages
Trainee Mortgage Advisor
Just Mortgages Luton, Bedfordshire
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.
Just Mortgages
Mortgage Advisor
Just Mortgages Luton, Bedfordshire
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: 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 Full UK Driving Licence Subject to passing probationary period 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
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: 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 Full UK Driving Licence Subject to passing probationary period 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
Capio Recruitment Financial Planning
T&C Supervisor
Capio Recruitment Financial Planning Leeds, Yorkshire
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Oct 07, 2025
Full time
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Auto Skills UK
HGV Technician
Auto Skills UK Lye, West Midlands
HGV TECHNICIAN OTE: £55,000+pa HGV Technician Job Details Basic Salary £50,000pa DOE Working Hours: Week 1 Monday - Thursday 17:30-06:00 Week 2 Tuesday - Friday 17:30-06:00 Location: Halesowen Additional Benefits 23 days holiday + all statutory bank holidays (Rising to 25 days) Medical Insurance Vehicle purchase discounts Life assurance Employee discounts Responsibilities of an HGV Technician Routine vehicle maintenance to DVSA standards. Preparation and presentation of vehicles and trailers for MOT inspection. Diagnosing of vehicles diagnostic equipment. Good housekeeping and H&S requirements. Ensure all paperwork is completed. Skills and Qualifications of an HGV Technician Level 3 / City & Guilds or NVQ qualified technician HGV licence is an advantage Please contact George Skills Please reference job number: 52192 We are also looking for candidates with the following skill sets: HGV Technicians, LCV Technicians, MOT Testers, Service Advisers, Parts Advisers, Sales Executives and more. Auto Skills UK is recognized as the leading provider of temporary and permanent staffing solutions, from productive trades to senior management.
Oct 02, 2025
Full time
HGV TECHNICIAN OTE: £55,000+pa HGV Technician Job Details Basic Salary £50,000pa DOE Working Hours: Week 1 Monday - Thursday 17:30-06:00 Week 2 Tuesday - Friday 17:30-06:00 Location: Halesowen Additional Benefits 23 days holiday + all statutory bank holidays (Rising to 25 days) Medical Insurance Vehicle purchase discounts Life assurance Employee discounts Responsibilities of an HGV Technician Routine vehicle maintenance to DVSA standards. Preparation and presentation of vehicles and trailers for MOT inspection. Diagnosing of vehicles diagnostic equipment. Good housekeeping and H&S requirements. Ensure all paperwork is completed. Skills and Qualifications of an HGV Technician Level 3 / City & Guilds or NVQ qualified technician HGV licence is an advantage Please contact George Skills Please reference job number: 52192 We are also looking for candidates with the following skill sets: HGV Technicians, LCV Technicians, MOT Testers, Service Advisers, Parts Advisers, Sales Executives and more. Auto Skills UK is recognized as the leading provider of temporary and permanent staffing solutions, from productive trades to senior management.
KFS Recruitment
Mortgage and Insurance Administrator
KFS Recruitment
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role
Sep 26, 2025
Full time
Mortgage & Insurance Administrator City Ideally up to £32,000 This is a fantastic opportunity to join a busy, successful firm. Duties include: Working alongside the Mortgage & Insurance Advisers dealing with sales support administration for mortgages, protection and general insurance business Preparing files and submitting cases Drafting suitability reports Compliance administration Ensuring the applications run smoothly, dealing with enquiries Liaising with clients, lenders, insurance companies Updating CRM system, ensuring all necessary documents are on file Using Google Suite/ Smartr365/ 27 Tec/ iPipeline Managing the annual renewal process for various insurance products Experience/Skills required: A team player who is professional, hardworking and diligent Strong IT skills, familiar with Google Suite/Office Mortgage or Insurance (or both) administration experience, from a broker background, au fait with different lenders (mostly residential) and insurers Friendly, motivated outlook Additional information: Monday to Friday, 9-5.30 Training provided Office based, London, City Salary: £28-32,000 (may consider higher for the right candidate) 20 days holiday birthday, rising to 25 days Cashplan/workplace pension Great career opportunity - this role is likely to progress into a Mortgage Paraplanner role

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