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Burgh Recruitment Ltd
Financial Services Administrator
Burgh Recruitment Ltd Nottingham, Nottinghamshire
Trainee Financial Services Administrator Hours - Full Time, 8.30am - 4.30pm Monday - Friday Location - West Bridgford, Nottingham (NG2) Salary - £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support - learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a "get stuck in" attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 06, 2026
Full time
Trainee Financial Services Administrator Hours - Full Time, 8.30am - 4.30pm Monday - Friday Location - West Bridgford, Nottingham (NG2) Salary - £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support - learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a "get stuck in" attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Brewer Morris
Private Client Tax Director
Brewer Morris Leeds, Yorkshire
Private Client Services - Tax Director About the Role A leading professional services firm is seeking a Private Client Services Tax Director to join its growing private client team. The role offers the opportunity to work with a sophisticated client base that includes high net worth individuals, entrepreneurs, owner managed businesses, trusts and families. The team advises on a broad and evolving range of complex tax matters, combining strong technical expertise with a relationship driven approach. The successful candidate will oversee clients' tax affairs while acting as a trusted adviser aligned to their personal and commercial objectives. The Opportunity The Private Client Services Tax Director will manage a diverse portfolio of clients, many with complex structures and international considerations. The role is both technically demanding and highly client facing, requiring sound judgement, leadership capability and the ability to manage competing priorities. The position involves regular interaction with senior stakeholders and partners, contributing to the development of the wider practice and supporting growth through high quality service delivery and identification of new opportunities. Key Responsibilities Managing a portfolio of high net worth and ultra high net worth clients with complex private client and trust requirements Providing both advisory and compliance services across private client, trust and wealth structures Advising on succession planning, restructuring projects and complex UK tax matters Reviewing complex tax computations and returns Managing WIP, recoveries and billing for the client portfolio Identifying technical, risk and business development matters and escalating appropriately Ensuring adherence to quality control and risk management procedures Building and maintaining strong, long term client relationships Leading projects of varying scale and complexity Leadership and Development Guiding, supervising and reviewing the work of less experienced colleagues Supporting the training, mentoring and development of team members Challenging existing practices and driving process and service improvements Taking responsibility for decisions and contributing to the effective leadership of the team Candidate Profile The successful candidate will be a technically strong private client tax specialist with the ability to manage complex advisory work and senior client relationships. Key requirements include: In depth, up to date knowledge of private client taxation Experience advising high net worth individuals, families and wealth protection structures Proven experience managing a client portfolio, including engagement take on and billing Strong understanding of risk management in client engagements Ability to work proactively and independently while collaborating effectively with senior colleagues Degree level education CTA and/or ACA qualification (or equivalent) Working Environment The firm offers a collaborative, people centred culture with a strong emphasis on professional respect, flexibility and development. The successful candidate will be supported in shaping their career and contributing to the long term success and direction of the private client practice. Please note that your personal information will be treated in accordance with our Privacy Policy.
May 06, 2026
Full time
Private Client Services - Tax Director About the Role A leading professional services firm is seeking a Private Client Services Tax Director to join its growing private client team. The role offers the opportunity to work with a sophisticated client base that includes high net worth individuals, entrepreneurs, owner managed businesses, trusts and families. The team advises on a broad and evolving range of complex tax matters, combining strong technical expertise with a relationship driven approach. The successful candidate will oversee clients' tax affairs while acting as a trusted adviser aligned to their personal and commercial objectives. The Opportunity The Private Client Services Tax Director will manage a diverse portfolio of clients, many with complex structures and international considerations. The role is both technically demanding and highly client facing, requiring sound judgement, leadership capability and the ability to manage competing priorities. The position involves regular interaction with senior stakeholders and partners, contributing to the development of the wider practice and supporting growth through high quality service delivery and identification of new opportunities. Key Responsibilities Managing a portfolio of high net worth and ultra high net worth clients with complex private client and trust requirements Providing both advisory and compliance services across private client, trust and wealth structures Advising on succession planning, restructuring projects and complex UK tax matters Reviewing complex tax computations and returns Managing WIP, recoveries and billing for the client portfolio Identifying technical, risk and business development matters and escalating appropriately Ensuring adherence to quality control and risk management procedures Building and maintaining strong, long term client relationships Leading projects of varying scale and complexity Leadership and Development Guiding, supervising and reviewing the work of less experienced colleagues Supporting the training, mentoring and development of team members Challenging existing practices and driving process and service improvements Taking responsibility for decisions and contributing to the effective leadership of the team Candidate Profile The successful candidate will be a technically strong private client tax specialist with the ability to manage complex advisory work and senior client relationships. Key requirements include: In depth, up to date knowledge of private client taxation Experience advising high net worth individuals, families and wealth protection structures Proven experience managing a client portfolio, including engagement take on and billing Strong understanding of risk management in client engagements Ability to work proactively and independently while collaborating effectively with senior colleagues Degree level education CTA and/or ACA qualification (or equivalent) Working Environment The firm offers a collaborative, people centred culture with a strong emphasis on professional respect, flexibility and development. The successful candidate will be supported in shaping their career and contributing to the long term success and direction of the private client practice. Please note that your personal information will be treated in accordance with our Privacy Policy.
McKinty Associates
IFA Administrator
McKinty Associates City, Belfast
IFA Administrator Belfast (BT9) McKinty Associates are working with well-respected Independent Financial Advice practice who have a requirement for an experienced IFA Administrator to join their growing team. This is an exciting opportunity for an experienced professional to work closely with the existing team supporting the Company Directors whilst gaining exposure to a wide range of topics including specialist financial planning matters and becoming a vital part of the financial planning process. The successful candidate will play a key role in supporting financial advisers, managing client documentation, and ensuring the smooth running of day-to-day administrative operations We are happy to consider candidates in the market for full or part-time Main duties will include: Provide administrative support to Financial Advisers. Handle client queries professionally via phone and email. Manage incoming correspondence and emails. Schedule client meetings and manage adviser diaries. Assist with client onboarding and fact-find documentation. Prepare client documentation for financial advice meetings (meeting packs and suitability report documentation) Liaise with product providers, platforms, and pension companies. Process new business applications for investments, pensions, and protection products. Track applications through to completion and follow up with providers where necessary. Maintain accurate client records and update internal systems ensuring documentation meets regulatory and compliance requirements. Support general office administration and workflow. Eligibility criteria: Level 4 Diploma Qualified (Desirable not essential) Previous experience within an IFA/regulated environment (Min 3 years) Knowledge of pensions, investments, or protection products. Excellent report writing skills Strong academic record Computer literate - Thorough knowledge and capability using front and back-office systems Detailed and accurate Good numeracy skills Ability to achieve agreed client outcomes without supervision Ability to manage deadlines and workload Ability to work independently and in a team The ideal candidate for this role will be a highly technical and qualified individual who can offer skills in addition to the existing team and provide clients with a positive and professional experience. Applications for this role will be considered immediately with a view to placing the right individual ASAP, so please register your interest early. Please note, the opening may close in advance of advertised closing date - this is a guideline only. McKinty Associates Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's & Privacy Policy which can be found on our website.
May 05, 2026
Full time
IFA Administrator Belfast (BT9) McKinty Associates are working with well-respected Independent Financial Advice practice who have a requirement for an experienced IFA Administrator to join their growing team. This is an exciting opportunity for an experienced professional to work closely with the existing team supporting the Company Directors whilst gaining exposure to a wide range of topics including specialist financial planning matters and becoming a vital part of the financial planning process. The successful candidate will play a key role in supporting financial advisers, managing client documentation, and ensuring the smooth running of day-to-day administrative operations We are happy to consider candidates in the market for full or part-time Main duties will include: Provide administrative support to Financial Advisers. Handle client queries professionally via phone and email. Manage incoming correspondence and emails. Schedule client meetings and manage adviser diaries. Assist with client onboarding and fact-find documentation. Prepare client documentation for financial advice meetings (meeting packs and suitability report documentation) Liaise with product providers, platforms, and pension companies. Process new business applications for investments, pensions, and protection products. Track applications through to completion and follow up with providers where necessary. Maintain accurate client records and update internal systems ensuring documentation meets regulatory and compliance requirements. Support general office administration and workflow. Eligibility criteria: Level 4 Diploma Qualified (Desirable not essential) Previous experience within an IFA/regulated environment (Min 3 years) Knowledge of pensions, investments, or protection products. Excellent report writing skills Strong academic record Computer literate - Thorough knowledge and capability using front and back-office systems Detailed and accurate Good numeracy skills Ability to achieve agreed client outcomes without supervision Ability to manage deadlines and workload Ability to work independently and in a team The ideal candidate for this role will be a highly technical and qualified individual who can offer skills in addition to the existing team and provide clients with a positive and professional experience. Applications for this role will be considered immediately with a view to placing the right individual ASAP, so please register your interest early. Please note, the opening may close in advance of advertised closing date - this is a guideline only. McKinty Associates Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's & Privacy Policy which can be found on our website.
Henderson Scott
Business Support Administrator
Henderson Scott Farnborough, Hampshire
Business Support Administrator Farnborough, Hampshire | £27,000-£35,000 | Full-Time Permanent Looking for a role where you can build a career in Financial Services, be part of a supportive team, and make a real impact behind the scenes? This could be for you. You'll join a friendly, centralised Business Support team (18 strong) helping advisers and clients with the smooth processing of new business across investments, pensions and protection products. What You'll Be Doing Processing new business (ISAs, pensions, bonds, protection etc.) Managing cases from application through to completion Handling queries from advisers, clients & providers Keeping systems updated and accurate Booking annual review meetings & raising invoices Helping keep everything organised and on track You'll play a key role in making sure clients receive a smooth, professional experience every time. What We're Looking For Experience in Financial Services (IFA or provider background ideal) New business processing experience Strong admin and organisation skills Confident communicator (phone & email) Good attention to detail Comfortable using Microsoft Word & Excel If you're someone who enjoys being organised, working as part of a team, and delivering great service - you'll fit right in. What's In It For You Private Medical Insurance Income Protection (75% salary for 3 years) 4x Life Assurance £50,000 Critical Illness Cover 6% Employer Pension Contribution Great opportunity for someone looking to grow long-term in Financial Services within a structured, supportive environment.
May 05, 2026
Full time
Business Support Administrator Farnborough, Hampshire | £27,000-£35,000 | Full-Time Permanent Looking for a role where you can build a career in Financial Services, be part of a supportive team, and make a real impact behind the scenes? This could be for you. You'll join a friendly, centralised Business Support team (18 strong) helping advisers and clients with the smooth processing of new business across investments, pensions and protection products. What You'll Be Doing Processing new business (ISAs, pensions, bonds, protection etc.) Managing cases from application through to completion Handling queries from advisers, clients & providers Keeping systems updated and accurate Booking annual review meetings & raising invoices Helping keep everything organised and on track You'll play a key role in making sure clients receive a smooth, professional experience every time. What We're Looking For Experience in Financial Services (IFA or provider background ideal) New business processing experience Strong admin and organisation skills Confident communicator (phone & email) Good attention to detail Comfortable using Microsoft Word & Excel If you're someone who enjoys being organised, working as part of a team, and delivering great service - you'll fit right in. What's In It For You Private Medical Insurance Income Protection (75% salary for 3 years) 4x Life Assurance £50,000 Critical Illness Cover 6% Employer Pension Contribution Great opportunity for someone looking to grow long-term in Financial Services within a structured, supportive environment.
LifeSearch
Business Protection Adviser
LifeSearch Leeds, Yorkshire
£30,000 £33,000 basic + uncapped commission (OTE £100k+) + career growth + flexible benefits For experienced Protection Advisers ready to step into a more technical, specialist role, this is an opportunity to take your career to the next level. At LifeSearch, weve spent over 25 years leading the way in protection advice click apply for full job details
May 05, 2026
Full time
£30,000 £33,000 basic + uncapped commission (OTE £100k+) + career growth + flexible benefits For experienced Protection Advisers ready to step into a more technical, specialist role, this is an opportunity to take your career to the next level. At LifeSearch, weve spent over 25 years leading the way in protection advice click apply for full job details
Platinum Recruitment
HR Business Partner
Platinum Recruitment Downpatrick, County Down
The closing date for this position is the 11 th May 2026 HR Business Partner Downshire Civic Centre, Downpatrick Temporary (Approx 30 weeks) £21.24 per hour 36 hours per week Main Purpose To provide a confidential, effective employee relations and business partner resource to (an) assigned department(s)/directorate(s) and location(s) across a range of people management and employee relations issues, including recruitment, discipline and grievance; attendance management; dignity at work and capability. To contribute as an integral member of the HR department to the provision of a modern, professional high quality and responsive HR service to support the corporate and business plans of Newry, Mourne and Down District Council. Main Roles and Responsibilities 1. To provide proactive specialist advice, knowledge and support to managers within an assigned directorate, geographical or other area in relation to the effective application of HR policies, procedures, terms and conditions across a range of national agreements, employment law and HR best practice. 2. To provide generalist HR advice to managers on the interpretation and application of HR policies and procedures and support the implementation of appropriate procedures and processes, including grievance, discipline, attendance management, dignity at work and capability. 3. To ensure co-ordination and consistency of advice between all HR business partners through regular liaison and exchange of ideas and best practice. 4. To ensure effective working relationships with key stakeholders such as directors, managers and representative bodies. 5. To promote equality and diversity within the council and particularly, in the posts assigned area(s) by adhering to the councils equal opportunity policies and procedures and by ensuring that allocated targets to reduce inequalities and promote good relations are achieved. 6. To develop and implement HR solutions through early intervention and prevention drawing on the benefits of engagement, communication, mediation and other solutions to reach the best outcome; ensuring compliance and the risk to the council is managed and mitigated. 7. To act as counter signatory for the completion of criminal checks by applying for and receiving disclosure certificates through AccessNI, ensuring that access to Disclosure and the information they contain is managed in accordance with AccessNI guidelines. 8. To ensure the central co-ordination and management of all employee relations cases both internal and external to the organisation, including confidential recording and archiving and the retention of full case notes. 9. To participate in consultation and negotiation through the local joint consultative mechanisms with management and the trade unions on the resolution of employee relations issues; HR policies, procedures, and guidelines as required. 10. To provide regular or ad hoc HR reports for senior management, committees and council as required. 11. To provide cover on a rotational basis for the HR Manager, assuming certain responsibilities in their absence to ensure continuity of service to Departments and Directorates. 12. To assist the Learning & Development Manager in the development and delivery of co-ordinated HR learning and development interventions to line management, on delegated core people management functions including discipline and grievance, harassment and bullying and attendance management. 13. To advise and support individual managers in conjunction with Occupational Health to reduce sickness absence and put in place support mechanisms to expedite the timely return of staff to work, supporting attendance management case conferences as required. 14. To monitor and report on the attendance management process for the designated area(s) and proactively support managers in dealing with long-term and short-term absence issues appropriately. 15. To prepare responses to Freedom of Information and Data Protection requests, Ministerial, Parliamentary or NI Assembly questions; liaising with internal and external stakeholders as required. 16. To ensure the timely and effective production of information from the Departments integrated management information systems as required. 17. To manage case file notes and associated materials with the appropriate discretion and confidentiality at all times and in accordance with data protection requirements. 18. To assist the HR Manager with employee resourcing activity as and when required; taking the lead in organising and chairing selection panels, identifying selection methods and advising on current employment legislation and codes of practice. 19. To support managers in undertaking investigations and chairing hearings in HR matters as appropriate (e.g. discipline, grievance & harassment) and provide written records of proceedings, to ensure compliance with the relevant legislation; as and when required. 20. To ensure the accurate and timely preparation of responses and discovery for Fair Employment and Industrial Tribunal proceedings, including preparing documentation, assisting legal advisers and represent the Council at Employment Tribunals and Court proceedings as required. Essential Criteria: (Please note that Platinum Recruitment NI Ltd require original certificates as proof of all qualifications listed on CV) Actively undertaking or have achieved Associate Membership of the Chartered Institute of Personnel and Development (CIPD). Chartered Membership of the CIPD. A minimum of 12 months recent experience as a HR practitioner in a generalist role including case managing individual employee relations issues to include 2 of the following: a. absence management b. discipline c. grievance d. capability e. performance management Experience of managing recruitment and selection processes end to end. Demonstrable experience of building strong working relationships with employees and/or their representatives Demonstrable experience of interpreting legislation, codes of practices, policy and best practice and providing expert advice and guidance to management, employees and HR team members. Working knowledge of current employment legislation with the ability to apply it practically to workplace situations. Computer literacy in a range of systems and software, including Microsoft Word and Excel and e-mail systems. Flexible approach as the successful candidate will be required to work across a range of HR activities which will involve attendance at Council locations across the district; other than where the post is based Hold a full valid driving licence and have access to transport to meet the requirements of the post; or, have access to a mode of transport that will enable the post holder to fulfil the role in full Access NI check Platinum Recruitment NI Ltd is an equal opportunities employer and a Corporate Member of the Recruitment and Employment Confederation (REC). Platinum Recruitment NI Ltd adheres to all current employment legislation. We reserve the right to close vacancies earlier than the specified date, should we receive sufficient applications. If interested, please send your CV as early as possible. Please note only those candidates shortlisted may be contacted. Applicants must be authorised to work in the UK and Ireland. We are unable to sponsor or take over the sponsorship of an employment visa at this time. Successful candidates may need to apply for an Access NI Certificate with Platinum Recruitment NI Ltd regardless if you already have a valid certificate. It will be a cost of between £16 - £32 depending on clearance level.
May 05, 2026
Full time
The closing date for this position is the 11 th May 2026 HR Business Partner Downshire Civic Centre, Downpatrick Temporary (Approx 30 weeks) £21.24 per hour 36 hours per week Main Purpose To provide a confidential, effective employee relations and business partner resource to (an) assigned department(s)/directorate(s) and location(s) across a range of people management and employee relations issues, including recruitment, discipline and grievance; attendance management; dignity at work and capability. To contribute as an integral member of the HR department to the provision of a modern, professional high quality and responsive HR service to support the corporate and business plans of Newry, Mourne and Down District Council. Main Roles and Responsibilities 1. To provide proactive specialist advice, knowledge and support to managers within an assigned directorate, geographical or other area in relation to the effective application of HR policies, procedures, terms and conditions across a range of national agreements, employment law and HR best practice. 2. To provide generalist HR advice to managers on the interpretation and application of HR policies and procedures and support the implementation of appropriate procedures and processes, including grievance, discipline, attendance management, dignity at work and capability. 3. To ensure co-ordination and consistency of advice between all HR business partners through regular liaison and exchange of ideas and best practice. 4. To ensure effective working relationships with key stakeholders such as directors, managers and representative bodies. 5. To promote equality and diversity within the council and particularly, in the posts assigned area(s) by adhering to the councils equal opportunity policies and procedures and by ensuring that allocated targets to reduce inequalities and promote good relations are achieved. 6. To develop and implement HR solutions through early intervention and prevention drawing on the benefits of engagement, communication, mediation and other solutions to reach the best outcome; ensuring compliance and the risk to the council is managed and mitigated. 7. To act as counter signatory for the completion of criminal checks by applying for and receiving disclosure certificates through AccessNI, ensuring that access to Disclosure and the information they contain is managed in accordance with AccessNI guidelines. 8. To ensure the central co-ordination and management of all employee relations cases both internal and external to the organisation, including confidential recording and archiving and the retention of full case notes. 9. To participate in consultation and negotiation through the local joint consultative mechanisms with management and the trade unions on the resolution of employee relations issues; HR policies, procedures, and guidelines as required. 10. To provide regular or ad hoc HR reports for senior management, committees and council as required. 11. To provide cover on a rotational basis for the HR Manager, assuming certain responsibilities in their absence to ensure continuity of service to Departments and Directorates. 12. To assist the Learning & Development Manager in the development and delivery of co-ordinated HR learning and development interventions to line management, on delegated core people management functions including discipline and grievance, harassment and bullying and attendance management. 13. To advise and support individual managers in conjunction with Occupational Health to reduce sickness absence and put in place support mechanisms to expedite the timely return of staff to work, supporting attendance management case conferences as required. 14. To monitor and report on the attendance management process for the designated area(s) and proactively support managers in dealing with long-term and short-term absence issues appropriately. 15. To prepare responses to Freedom of Information and Data Protection requests, Ministerial, Parliamentary or NI Assembly questions; liaising with internal and external stakeholders as required. 16. To ensure the timely and effective production of information from the Departments integrated management information systems as required. 17. To manage case file notes and associated materials with the appropriate discretion and confidentiality at all times and in accordance with data protection requirements. 18. To assist the HR Manager with employee resourcing activity as and when required; taking the lead in organising and chairing selection panels, identifying selection methods and advising on current employment legislation and codes of practice. 19. To support managers in undertaking investigations and chairing hearings in HR matters as appropriate (e.g. discipline, grievance & harassment) and provide written records of proceedings, to ensure compliance with the relevant legislation; as and when required. 20. To ensure the accurate and timely preparation of responses and discovery for Fair Employment and Industrial Tribunal proceedings, including preparing documentation, assisting legal advisers and represent the Council at Employment Tribunals and Court proceedings as required. Essential Criteria: (Please note that Platinum Recruitment NI Ltd require original certificates as proof of all qualifications listed on CV) Actively undertaking or have achieved Associate Membership of the Chartered Institute of Personnel and Development (CIPD). Chartered Membership of the CIPD. A minimum of 12 months recent experience as a HR practitioner in a generalist role including case managing individual employee relations issues to include 2 of the following: a. absence management b. discipline c. grievance d. capability e. performance management Experience of managing recruitment and selection processes end to end. Demonstrable experience of building strong working relationships with employees and/or their representatives Demonstrable experience of interpreting legislation, codes of practices, policy and best practice and providing expert advice and guidance to management, employees and HR team members. Working knowledge of current employment legislation with the ability to apply it practically to workplace situations. Computer literacy in a range of systems and software, including Microsoft Word and Excel and e-mail systems. Flexible approach as the successful candidate will be required to work across a range of HR activities which will involve attendance at Council locations across the district; other than where the post is based Hold a full valid driving licence and have access to transport to meet the requirements of the post; or, have access to a mode of transport that will enable the post holder to fulfil the role in full Access NI check Platinum Recruitment NI Ltd is an equal opportunities employer and a Corporate Member of the Recruitment and Employment Confederation (REC). Platinum Recruitment NI Ltd adheres to all current employment legislation. We reserve the right to close vacancies earlier than the specified date, should we receive sufficient applications. If interested, please send your CV as early as possible. Please note only those candidates shortlisted may be contacted. Applicants must be authorised to work in the UK and Ireland. We are unable to sponsor or take over the sponsorship of an employment visa at this time. Successful candidates may need to apply for an Access NI Certificate with Platinum Recruitment NI Ltd regardless if you already have a valid certificate. It will be a cost of between £16 - £32 depending on clearance level.
Ellis James Partners Ltd
Financial Adviser (SJP)
Ellis James Partners Ltd Reigate, Surrey
Financial Adviser (SJP) Reigate £40,000 Base + 100% OAF (Self-Gen) + 70% IAF Full Support A well-established SJP Partner Practice in Reigate is offering a genuinely competitive structure - including 100% OAF on self-generated business , which is rarely seen. If you're currently within SJP and feel constrained by your split, this is a clear opportunity to improve both upfront earnings and long-term income . The Opportunity You'll be joining a newly established office in Reigate with a strong foundation already in place. £40,000 base salary Existing client bank of circa 250 clients 70% IAF on all initial advice fee income 100% OAF on self-generated new business This gives you the ability to maximise your own business , while still benefiting from a salary and income and from an existing book. Support & Infrastructure The practice is fully set up to support you: Administrative support in place Dedicated paraplanning Marketing support to drive new opportunities You'll be able to focus on advice and client relationships, not backend processing. The Role Manage and develop an existing client bank Deliver compliant financial advice across pensions, investments, and protection Build and maintain long-term client relationships Generate new business through both personal and supported channels Work closely with internal teams to deliver a high-quality client experience Who This Suits Existing Advisers looking for a stronger commercial structure Advisers who actively generate business and want to retain more of what they produce Individuals who value support, but still want autonomy Why this role stands out 100% OAF on self-gen - a standout structure within SJP 70% IAF Existing client bank provided Full support model (admin, paraplanning, marketing) New office with growth potential If you're open to exploring a more competitive setup within SJP, this is worth a confidential conversation.
May 05, 2026
Full time
Financial Adviser (SJP) Reigate £40,000 Base + 100% OAF (Self-Gen) + 70% IAF Full Support A well-established SJP Partner Practice in Reigate is offering a genuinely competitive structure - including 100% OAF on self-generated business , which is rarely seen. If you're currently within SJP and feel constrained by your split, this is a clear opportunity to improve both upfront earnings and long-term income . The Opportunity You'll be joining a newly established office in Reigate with a strong foundation already in place. £40,000 base salary Existing client bank of circa 250 clients 70% IAF on all initial advice fee income 100% OAF on self-generated new business This gives you the ability to maximise your own business , while still benefiting from a salary and income and from an existing book. Support & Infrastructure The practice is fully set up to support you: Administrative support in place Dedicated paraplanning Marketing support to drive new opportunities You'll be able to focus on advice and client relationships, not backend processing. The Role Manage and develop an existing client bank Deliver compliant financial advice across pensions, investments, and protection Build and maintain long-term client relationships Generate new business through both personal and supported channels Work closely with internal teams to deliver a high-quality client experience Who This Suits Existing Advisers looking for a stronger commercial structure Advisers who actively generate business and want to retain more of what they produce Individuals who value support, but still want autonomy Why this role stands out 100% OAF on self-gen - a standout structure within SJP 70% IAF Existing client bank provided Full support model (admin, paraplanning, marketing) New office with growth potential If you're open to exploring a more competitive setup within SJP, this is worth a confidential conversation.
Clark James recruitment
PROTECTION ADVISER
Clark James recruitment Ferndown, Dorset
Clark James Recruitment are working with a highly professional firm of Mortgage Brokers. Due to continued growth within the business our client are looking to recruit an experienced Protection Adviser to join their team. Role Full-time, office-based Protection Adviser vacancy. Sole Protection Adviser within the business. Receiving quality Protection leads from the team of Mortgage Brokers. Working closely with clients providing regular communication and updates. Full time, office based. Candidate Professional, well spoken and confident. Excellent telephone manner. Well presented. Previous Protection experience is essential. Role would suit a Protection Adviser or Mortgage Broker looking to work solely within Protection. Excellent attention to detail. Ability to liaise at all levels. Package Excellent basic salary. Excellent levels of commission. Additional company benefits. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates
May 05, 2026
Full time
Clark James Recruitment are working with a highly professional firm of Mortgage Brokers. Due to continued growth within the business our client are looking to recruit an experienced Protection Adviser to join their team. Role Full-time, office-based Protection Adviser vacancy. Sole Protection Adviser within the business. Receiving quality Protection leads from the team of Mortgage Brokers. Working closely with clients providing regular communication and updates. Full time, office based. Candidate Professional, well spoken and confident. Excellent telephone manner. Well presented. Previous Protection experience is essential. Role would suit a Protection Adviser or Mortgage Broker looking to work solely within Protection. Excellent attention to detail. Ability to liaise at all levels. Package Excellent basic salary. Excellent levels of commission. Additional company benefits. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates
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
May 04, 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
North Oak Recruitment
Mortgage & Protection Case Manager
North Oak Recruitment
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
May 04, 2026
Full time
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Group Financial Accountant
Holiday Extras
Salary: £57,779 - £72,224 + Benefits + Profit Share Bonus Office based in Hythe, Kent We care deeply about inclusive working practices and diverse teams. If you'd prefer to work full time, part time or as a job share, we'll facilitate this wherever we can - whether to help you meet other commitments or to help you strike a great work life balance. About At Holiday Extras, we're creating a workplace where everyone can thrive, build their careers and reach their limitless potential. As a Sunday Times Best Place to Work 2025, we're proud to offer a world of benefits designed to enhance your lifestyle and well being. By joining our team, you'll feel supported and rewarded every day. We are looking for an experienced Group Financial Accountant who believes in delivering exceptional service, has a passion for metrics and figures and is confident in financial reporting and tax compliance in a multi divisional business. You'll sit within our Group Finance team, working closely with colleagues across the business to play a key role in the preparation of statutory accounts and the completion of Group audits. You'll provide robust tax compliance, clear financial insight and dependable support during reporting and audit cycles. This is a hands on role with real breadth, offering exposure to a dynamic, multi divisional, international business. At Holiday Extras, finance is a true partner to the business. Our goal is to enable confident decision making, support sustainable growth and make sure we continue to do the right thing for our customers, our partners and our people. The Role By joining our team you'll: Prepare the Group's financial statements and assist external auditors with timely and accurate information Provide information for corporation tax purposes to external tax advisers and review tax computations Assist the Group Financial Controller with the annual audit process Own VAT and Corporation Tax compliance across the UK and relevant EU jurisdictions Prepare and submit UK and EU VAT returns, ensuring accuracy and timeliness Understand and adhere to tax regulations and legislation, keeping up to date with evolving requirements Reconcile tax balance sheet accounts on a monthly basis Contribute to ad hoc projects as directed by the Group Financial Controller and Group CFO What you can bring to our team: Strong experience in the preparation of annual statutory accounts and supporting audit processes, with the ability to work effectively with external auditors and advisers A professional accounting qualification (ACA or ACCA) with solid post qualification practical experience Advanced spreadsheet skills, including complex formulas, reconciliations and data analysis, enabling you to work efficiently and accurately Clear and confident communication skills, allowing you to explain tax and financial matters to non finance stakeholders in a straightforward, accessible way A collaborative approach in order to build trusted relationships across finance and the wider business Strong attention to detail alongside the ability to manage tight, fixed deadlines without losing quality A proactive, self motivated mindset, comfortable taking initiative and contributing to continuous improvement The ability to apply tax legislation in a balanced and practical way, balancing compliance with commercial reality in a fast moving business Experience of UK and EU VAT compliance is advantageous, with a clear understanding of how regulations apply in practice Knowledge of the Tour Operator Margin Scheme (TOMS) is beneficial but not essential Everyone's career path is individual and different, so this is just a guide. If your experience doesn't precisely match this, you're encouraged to apply so that we can discover your unique talents! How we hire for this role We know your time is precious, so we keep our recruitment process as quick and easy as possible. If we believe you might be a match for a job you've applied for, you'll enter our hiring process as follows: Video interview with Recruiter & Group Financial Controller F2F interview with Group FC & Group CFO Meet the team Cultivating a diverse and inclusive culture is paramount for us. Recognising we are all different, if for whatever reason you need us to adapt the process, please get in touch via . Applications Close: Sunday 29th March 2026 Why choose Holiday Extras? We believe that holidays are the most precious time of all, so we create products, tech and services that make travel and holidays memorable and fun. We're on a mission to be the only place to go for your holiday extras, offering unparalleled choice, value and service, turning our customers' ordinary trips into extraordinarily good times. At Holiday Extras, we're creating a workplace where everyone can thrive, build their careers and reach their limitless potential. As a Sunday Times Best Place to Work 2025, we're proud to offer a world of benefits designed to enhance your lifestyle and well being. By joining our team, you'll feel supported and rewarded every day. Learn more about our culture and benefits. Time is precious: 25 days annual leave (+BH's), extra holidays through Holiday Buy, Birthday Day Off, and Sabbaticals at each milestone. Parental Leave: Enhanced parental leave - Up to 1 year off, including 13 weeks at 100 % pay, 13 weeks at 50 % pay Road to well being: Access to Gym Discounts, Private Dental Insurance and Private Medical Insurance (after 4 years) Celebrate success together: Enjoy a Profit Share Bonus and a pension scheme with Aviva. Good for the soul: Join our Social Club for 25 % off any ticket or event in the UK, Discounts on the latest tech, or give back to your community with our Volunteering Scheme. Plan ahead: Income protection, Critical illness cover and Life assurance
May 04, 2026
Full time
Salary: £57,779 - £72,224 + Benefits + Profit Share Bonus Office based in Hythe, Kent We care deeply about inclusive working practices and diverse teams. If you'd prefer to work full time, part time or as a job share, we'll facilitate this wherever we can - whether to help you meet other commitments or to help you strike a great work life balance. About At Holiday Extras, we're creating a workplace where everyone can thrive, build their careers and reach their limitless potential. As a Sunday Times Best Place to Work 2025, we're proud to offer a world of benefits designed to enhance your lifestyle and well being. By joining our team, you'll feel supported and rewarded every day. We are looking for an experienced Group Financial Accountant who believes in delivering exceptional service, has a passion for metrics and figures and is confident in financial reporting and tax compliance in a multi divisional business. You'll sit within our Group Finance team, working closely with colleagues across the business to play a key role in the preparation of statutory accounts and the completion of Group audits. You'll provide robust tax compliance, clear financial insight and dependable support during reporting and audit cycles. This is a hands on role with real breadth, offering exposure to a dynamic, multi divisional, international business. At Holiday Extras, finance is a true partner to the business. Our goal is to enable confident decision making, support sustainable growth and make sure we continue to do the right thing for our customers, our partners and our people. The Role By joining our team you'll: Prepare the Group's financial statements and assist external auditors with timely and accurate information Provide information for corporation tax purposes to external tax advisers and review tax computations Assist the Group Financial Controller with the annual audit process Own VAT and Corporation Tax compliance across the UK and relevant EU jurisdictions Prepare and submit UK and EU VAT returns, ensuring accuracy and timeliness Understand and adhere to tax regulations and legislation, keeping up to date with evolving requirements Reconcile tax balance sheet accounts on a monthly basis Contribute to ad hoc projects as directed by the Group Financial Controller and Group CFO What you can bring to our team: Strong experience in the preparation of annual statutory accounts and supporting audit processes, with the ability to work effectively with external auditors and advisers A professional accounting qualification (ACA or ACCA) with solid post qualification practical experience Advanced spreadsheet skills, including complex formulas, reconciliations and data analysis, enabling you to work efficiently and accurately Clear and confident communication skills, allowing you to explain tax and financial matters to non finance stakeholders in a straightforward, accessible way A collaborative approach in order to build trusted relationships across finance and the wider business Strong attention to detail alongside the ability to manage tight, fixed deadlines without losing quality A proactive, self motivated mindset, comfortable taking initiative and contributing to continuous improvement The ability to apply tax legislation in a balanced and practical way, balancing compliance with commercial reality in a fast moving business Experience of UK and EU VAT compliance is advantageous, with a clear understanding of how regulations apply in practice Knowledge of the Tour Operator Margin Scheme (TOMS) is beneficial but not essential Everyone's career path is individual and different, so this is just a guide. If your experience doesn't precisely match this, you're encouraged to apply so that we can discover your unique talents! How we hire for this role We know your time is precious, so we keep our recruitment process as quick and easy as possible. If we believe you might be a match for a job you've applied for, you'll enter our hiring process as follows: Video interview with Recruiter & Group Financial Controller F2F interview with Group FC & Group CFO Meet the team Cultivating a diverse and inclusive culture is paramount for us. Recognising we are all different, if for whatever reason you need us to adapt the process, please get in touch via . Applications Close: Sunday 29th March 2026 Why choose Holiday Extras? We believe that holidays are the most precious time of all, so we create products, tech and services that make travel and holidays memorable and fun. We're on a mission to be the only place to go for your holiday extras, offering unparalleled choice, value and service, turning our customers' ordinary trips into extraordinarily good times. At Holiday Extras, we're creating a workplace where everyone can thrive, build their careers and reach their limitless potential. As a Sunday Times Best Place to Work 2025, we're proud to offer a world of benefits designed to enhance your lifestyle and well being. By joining our team, you'll feel supported and rewarded every day. Learn more about our culture and benefits. Time is precious: 25 days annual leave (+BH's), extra holidays through Holiday Buy, Birthday Day Off, and Sabbaticals at each milestone. Parental Leave: Enhanced parental leave - Up to 1 year off, including 13 weeks at 100 % pay, 13 weeks at 50 % pay Road to well being: Access to Gym Discounts, Private Dental Insurance and Private Medical Insurance (after 4 years) Celebrate success together: Enjoy a Profit Share Bonus and a pension scheme with Aviva. Good for the soul: Join our Social Club for 25 % off any ticket or event in the UK, Discounts on the latest tech, or give back to your community with our Volunteering Scheme. Plan ahead: Income protection, Critical illness cover and Life assurance
Protection Adviser
Kyrann Financial Recruitment Ltd
Self-Employed Protection Adviser Build your own team Earn from your production + theirs National Opportunity Are you an experienced Protection Adviser ready to earn more and build something of your own? Have you ever thought about building a team around you and getting paid for it? Or are you already performing, but not being rewarded for the full value you bring? The Opportunity I m working with a fast-growing advice business (circa 300 advisers) that operates across Protection, Mortgages & Wealth offering advisers the platform to not just write business, but build a long-term income and team. This is not a volume, churn-and-burn model. It s built around quality advice, sustainable earnings, and progression into leadership. What s on offer High earning potential up to 175% commission Realistic OTE of £100k % APE override on advisers you introduce The ability to build and grow your own team Structured career pathway into leadership / Area Manager level Full support training, mentoring, live case guidance Access to Mortgage & Wealth advice routes to broaden your earnings Backed by a well-established, growing business Why this stands out Most roles pay you for what you write. This pays you for what you build. Create a team earn ongoing income from their production Introduce quality advisers build a second income stream Grow into leadership increase earnings without increasing workload Who this is for Experienced Protection Advisers only Proven track record of writing business Ambitious individuals who want more than just a desk and leads Advisers who want control, scalability, and long-term income For experienced managers / team builders Step into a leadership structure Earn 35% on direct recruits Earn 30% on your wider team Build a genuine business within a business
May 04, 2026
Full time
Self-Employed Protection Adviser Build your own team Earn from your production + theirs National Opportunity Are you an experienced Protection Adviser ready to earn more and build something of your own? Have you ever thought about building a team around you and getting paid for it? Or are you already performing, but not being rewarded for the full value you bring? The Opportunity I m working with a fast-growing advice business (circa 300 advisers) that operates across Protection, Mortgages & Wealth offering advisers the platform to not just write business, but build a long-term income and team. This is not a volume, churn-and-burn model. It s built around quality advice, sustainable earnings, and progression into leadership. What s on offer High earning potential up to 175% commission Realistic OTE of £100k % APE override on advisers you introduce The ability to build and grow your own team Structured career pathway into leadership / Area Manager level Full support training, mentoring, live case guidance Access to Mortgage & Wealth advice routes to broaden your earnings Backed by a well-established, growing business Why this stands out Most roles pay you for what you write. This pays you for what you build. Create a team earn ongoing income from their production Introduce quality advisers build a second income stream Grow into leadership increase earnings without increasing workload Who this is for Experienced Protection Advisers only Proven track record of writing business Ambitious individuals who want more than just a desk and leads Advisers who want control, scalability, and long-term income For experienced managers / team builders Step into a leadership structure Earn 35% on direct recruits Earn 30% on your wider team Build a genuine business within a business
Exchange Street Executive Search
Paraplanner
Exchange Street Executive Search
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 04, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Anthony Alexandra
Senior IFA Administrator (Full or Part Time)
Anthony Alexandra Fetcham, Surrey
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
May 04, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Horwich Farrelly
Solicitor
Horwich Farrelly Leeds, Yorkshire
Solicitor - Aviation (No Aviation experience necessary) Leeds Hybrid Permanent About HF People. Not just lawyers We're not your typical law firm - we're people with a passion for helping our clients and each other achieve the best possible outcomes. We are leading legal advisers to the insurance and commercial sectors across the UK & Ireland, known for our innovation, client focus, and long-lasting relationships. We do things differently, with a forward-thinking approach built around our clients' needs, supported by cutting-edge technology and a culture built around people from a wide range of backgrounds who are taking an equally wide range of routes to building their careers in law. We are looking to recruit an experienced Solicitor to work within our Aviation Team in Leeds. This is a chance to join HF's top rated Aviation Team, working on behalf of a range of aviation insurers and their insured clients around the world. Our small team specialise in defending a wide range of aviation related claims and litigation with a particular emphasis in working for international airports in defence of claims and litigation arising from their everyday aviation activities. What will I be doing? You will work as part of the team as a Solicitor, ensuring that clients are confident that their legal affairs are dealt with in a business-like and competent manner, ensuring the efficient operation of the firm. You will handle pre-litigation and litigated Personal Injury, Discrimination, EC1107/2006 and Property Damage claims up to £100,000 in value with supervision provided by the team's Partner and Associate Partners. You will also assist the team's Partner and Associate Partners with the higher value and/or complex claims that they handle, under close supervision but without day-to-day responsibility for the file. Cases you are responsible for handling may include liability and/or quantum disputes. You will be confident developing and maintaining good client relationship skills, gaining clients' confidence and that of other professionals by providing clear, practical advice with sound commercial judgment and swift and accurate implementation of instructions. It's essential that you remain commercially aware and fully familiar with the firm's strategy. Comfortable undertaking knowledgeable discussion about our industry, threats and opportunities. The Team Our Aviation team is filled with ambitious professionals working in an engaging and friendly environment. The teams is a sociable one with lots of team activities to get involved in. Client engagement is high and some work related travel is required, perhaps overseas. Our Aviation team form part of HF's Financial Markets, Aviation & Marine group so opportunities for a broad caseload are available, allowing you to grow with HF as we progress our combined offering! The Clients The clients represented by the Aviation team are mostly related to the aviation industry in its widest sense and include International Airports in the UK and overseas, airstrip owners, domestic airports, aircraft owners and operators, Maintenance, Repair and Overhaul organisations (MROs), Ground Handlers, PRM service providers, private pilots and concessionaires and suppliers related to the worldwide aviation industry. The majority of the cases handled by the team are on the instruction of insurance company clients, with cases typically involving personal injury, property damage (including to aircraft), fatal accidents, Inquests, discrimination, DDA 1995 claims or breaches of the PRM Regulations (EC1107/2006). You may be involved in cases of all types in a supporting capacity, assisting the handling fee earner to manage and advance cases as required. In additional to their extensive Aviation client base the team handle a variety of EL/PL cases on behalf of a variety of London Market insurers. In that regard, knowledge or experience of scaffolding or construction related injury claims would be desirable. What do I need? You will have an interest in civil litigation including personal injury claims, property damage claims, contractual disputes and Aviation related laws including the Montreal Convention and EC1107/2006 but previous aviation experience is not needed as full training will be provided. Foreign language skills are not required. You will be a qualified legal professional with up to 3 years PQE as a Solicitor (or equivalent) within England or Wales. We are also keen to hear from Newly Qualified Solicitors looking to expand their knowledge. Preferably you will have previous experience of dealing with personal injury claims using the portal and DCP. Previous knowledge of the CPR, the SRA Code of Conduct and their application will be an advantage. You will also be able to meet/exceed billing targets. Previous experience of hourly rate charging preferable but not essential. You will have a client-centric approach and excellent client care skills. What's in it for you? Apart from the competitive salary you'd expect, our package of benefits reflects our values of partnership, innovation, and being real people. We're committed to creating a dynamic workplace where everyone feels supported, empowered, and part of our success. You'll enjoy: 25 days' annual leave (rising to 30 with service) + Holiday Buy Scheme Life Insurance & Income Protection Private Medical Insurance & Healthcare Cash Plan Employee Assistance Programme & Digital GP services Pension Scheme Electric Car Scheme Enhanced Maternity, Paternity & Adoption Leave Hybrid & Flexible Working Options Discounted Gym Membership & Employee Discount Hub Flu & Eyecare Vouchers - and more! What next? If HF sounds like a place where you could belong, we'd love to learn more about you! Submit your CV here and we'll be in touch if we have any opportunities that match your experience and interests. If we don't have something right now, we'll keep your details on file and may reach out in the future as part of our talent pipeline.
May 04, 2026
Full time
Solicitor - Aviation (No Aviation experience necessary) Leeds Hybrid Permanent About HF People. Not just lawyers We're not your typical law firm - we're people with a passion for helping our clients and each other achieve the best possible outcomes. We are leading legal advisers to the insurance and commercial sectors across the UK & Ireland, known for our innovation, client focus, and long-lasting relationships. We do things differently, with a forward-thinking approach built around our clients' needs, supported by cutting-edge technology and a culture built around people from a wide range of backgrounds who are taking an equally wide range of routes to building their careers in law. We are looking to recruit an experienced Solicitor to work within our Aviation Team in Leeds. This is a chance to join HF's top rated Aviation Team, working on behalf of a range of aviation insurers and their insured clients around the world. Our small team specialise in defending a wide range of aviation related claims and litigation with a particular emphasis in working for international airports in defence of claims and litigation arising from their everyday aviation activities. What will I be doing? You will work as part of the team as a Solicitor, ensuring that clients are confident that their legal affairs are dealt with in a business-like and competent manner, ensuring the efficient operation of the firm. You will handle pre-litigation and litigated Personal Injury, Discrimination, EC1107/2006 and Property Damage claims up to £100,000 in value with supervision provided by the team's Partner and Associate Partners. You will also assist the team's Partner and Associate Partners with the higher value and/or complex claims that they handle, under close supervision but without day-to-day responsibility for the file. Cases you are responsible for handling may include liability and/or quantum disputes. You will be confident developing and maintaining good client relationship skills, gaining clients' confidence and that of other professionals by providing clear, practical advice with sound commercial judgment and swift and accurate implementation of instructions. It's essential that you remain commercially aware and fully familiar with the firm's strategy. Comfortable undertaking knowledgeable discussion about our industry, threats and opportunities. The Team Our Aviation team is filled with ambitious professionals working in an engaging and friendly environment. The teams is a sociable one with lots of team activities to get involved in. Client engagement is high and some work related travel is required, perhaps overseas. Our Aviation team form part of HF's Financial Markets, Aviation & Marine group so opportunities for a broad caseload are available, allowing you to grow with HF as we progress our combined offering! The Clients The clients represented by the Aviation team are mostly related to the aviation industry in its widest sense and include International Airports in the UK and overseas, airstrip owners, domestic airports, aircraft owners and operators, Maintenance, Repair and Overhaul organisations (MROs), Ground Handlers, PRM service providers, private pilots and concessionaires and suppliers related to the worldwide aviation industry. The majority of the cases handled by the team are on the instruction of insurance company clients, with cases typically involving personal injury, property damage (including to aircraft), fatal accidents, Inquests, discrimination, DDA 1995 claims or breaches of the PRM Regulations (EC1107/2006). You may be involved in cases of all types in a supporting capacity, assisting the handling fee earner to manage and advance cases as required. In additional to their extensive Aviation client base the team handle a variety of EL/PL cases on behalf of a variety of London Market insurers. In that regard, knowledge or experience of scaffolding or construction related injury claims would be desirable. What do I need? You will have an interest in civil litigation including personal injury claims, property damage claims, contractual disputes and Aviation related laws including the Montreal Convention and EC1107/2006 but previous aviation experience is not needed as full training will be provided. Foreign language skills are not required. You will be a qualified legal professional with up to 3 years PQE as a Solicitor (or equivalent) within England or Wales. We are also keen to hear from Newly Qualified Solicitors looking to expand their knowledge. Preferably you will have previous experience of dealing with personal injury claims using the portal and DCP. Previous knowledge of the CPR, the SRA Code of Conduct and their application will be an advantage. You will also be able to meet/exceed billing targets. Previous experience of hourly rate charging preferable but not essential. You will have a client-centric approach and excellent client care skills. What's in it for you? Apart from the competitive salary you'd expect, our package of benefits reflects our values of partnership, innovation, and being real people. We're committed to creating a dynamic workplace where everyone feels supported, empowered, and part of our success. You'll enjoy: 25 days' annual leave (rising to 30 with service) + Holiday Buy Scheme Life Insurance & Income Protection Private Medical Insurance & Healthcare Cash Plan Employee Assistance Programme & Digital GP services Pension Scheme Electric Car Scheme Enhanced Maternity, Paternity & Adoption Leave Hybrid & Flexible Working Options Discounted Gym Membership & Employee Discount Hub Flu & Eyecare Vouchers - and more! What next? If HF sounds like a place where you could belong, we'd love to learn more about you! Submit your CV here and we'll be in touch if we have any opportunities that match your experience and interests. If we don't have something right now, we'll keep your details on file and may reach out in the future as part of our talent pipeline.
Hr Advisor
IB Talent Search Wrecclesham, Surrey
OUTSTANDING OPPORTUNITY FOR HR ADVISOR/ASSISTANT/ADMINISTRATOR TO JOIN THIS GROWING PAN-EUROPEAN HOSPITALITY/LEISURE BUSINESS. My Client, one of the leading leisure/ hospitality businesses in the UK, is now looking for an HR advisor to join the team in their busy Head Office in Surrey. Ideal for an experienced HR Administrator or Hr Advisor who ideally (but not necessarily) has experience within the retail, hospitality, or leisure industries. As an HR Adviser, you will play a key role in supporting managers and crew across the business with day-to-day people matters. You will provide practical HR support, ensuring consistency, compliance, and a positive crew experience across all sites. This role is ideal for someone who enjoys a fast-paced environment and is confident in managing a wide range of employee relations cases while building strong relationships with stakeholders.On offer is a competitive salary, hybrid working, and some unusual company benefits! KEY RESPONSIBILITIES HR Operations Support the full employee lifecycle, including onboarding, employment and leaver processes, ensuring all activities align with payroll cut-off dates and internal processes. Carry out and monitor compliance checks, including Right to Work (RTW), Disclosure and Barring Service (DBS), and DVLA checks, ensuring all legal and regulatory requirements are met. Maintain accurate and up-to-date personnel records across HR systems (e.g. Fourth) and Learning Management Systems (e.g. Mission Control), ensuring data integrity at all times. Prepare and issue standard HR documentation, including contracts, references, and other personnel communications. Prepare parental leave letters, calculations and other relevant documentation Manage the HR inbox, responding to queries in a timely, professional, and supportive manner, escalating where appropriate. Policy and Compliance Support the review and updating of HR policies and procedures in line with legislative changes and evolving business needs. Ensure all HR activities are fully compliant with GDPR and data protection requirements, maintaining strict confidentiality at all times. Promote consistent application of policies across the business, supporting and guiding managers to apply them effectively. Projects & Continuous Improvement Support wider People initiatives, including engagement surveys (e.g. GPTW), wellbeing programmes, and culture-focused projects. Support the implementation of organisational or structural changes within HR systems, ensuring accuracy and alignment. Contribute to the continuous improvement of HR systems, processes, and ways of working to enhance efficiency, compliance, and user experience. General Administration Provide administrative support to the People Team on ad-hoc projects, initiatives, and events. Essential Proven experience in a generalist HR role Excellent communication and stakeholder management skills. Ability to work in a fast-paced, operational environment. Strong organisational and administrative skills with attention to detail. Approachable and credible, with the ability to build trust quickly. Resilient and able to handle sensitive situations professionally. Strong team player aligned to a real Team culture. Please apply via the link below ASAP or contact Ian Gerstein for more information.
May 04, 2026
Full time
OUTSTANDING OPPORTUNITY FOR HR ADVISOR/ASSISTANT/ADMINISTRATOR TO JOIN THIS GROWING PAN-EUROPEAN HOSPITALITY/LEISURE BUSINESS. My Client, one of the leading leisure/ hospitality businesses in the UK, is now looking for an HR advisor to join the team in their busy Head Office in Surrey. Ideal for an experienced HR Administrator or Hr Advisor who ideally (but not necessarily) has experience within the retail, hospitality, or leisure industries. As an HR Adviser, you will play a key role in supporting managers and crew across the business with day-to-day people matters. You will provide practical HR support, ensuring consistency, compliance, and a positive crew experience across all sites. This role is ideal for someone who enjoys a fast-paced environment and is confident in managing a wide range of employee relations cases while building strong relationships with stakeholders.On offer is a competitive salary, hybrid working, and some unusual company benefits! KEY RESPONSIBILITIES HR Operations Support the full employee lifecycle, including onboarding, employment and leaver processes, ensuring all activities align with payroll cut-off dates and internal processes. Carry out and monitor compliance checks, including Right to Work (RTW), Disclosure and Barring Service (DBS), and DVLA checks, ensuring all legal and regulatory requirements are met. Maintain accurate and up-to-date personnel records across HR systems (e.g. Fourth) and Learning Management Systems (e.g. Mission Control), ensuring data integrity at all times. Prepare and issue standard HR documentation, including contracts, references, and other personnel communications. Prepare parental leave letters, calculations and other relevant documentation Manage the HR inbox, responding to queries in a timely, professional, and supportive manner, escalating where appropriate. Policy and Compliance Support the review and updating of HR policies and procedures in line with legislative changes and evolving business needs. Ensure all HR activities are fully compliant with GDPR and data protection requirements, maintaining strict confidentiality at all times. Promote consistent application of policies across the business, supporting and guiding managers to apply them effectively. Projects & Continuous Improvement Support wider People initiatives, including engagement surveys (e.g. GPTW), wellbeing programmes, and culture-focused projects. Support the implementation of organisational or structural changes within HR systems, ensuring accuracy and alignment. Contribute to the continuous improvement of HR systems, processes, and ways of working to enhance efficiency, compliance, and user experience. General Administration Provide administrative support to the People Team on ad-hoc projects, initiatives, and events. Essential Proven experience in a generalist HR role Excellent communication and stakeholder management skills. Ability to work in a fast-paced, operational environment. Strong organisational and administrative skills with attention to detail. Approachable and credible, with the ability to build trust quickly. Resilient and able to handle sensitive situations professionally. Strong team player aligned to a real Team culture. Please apply via the link below ASAP or contact Ian Gerstein for more information.
Financial Services Administrator
One Ten Associates Ltd Fleet, Hampshire
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
May 02, 2026
Full time
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
De Lacy Executive
Area Sales Manager - Scotland
De Lacy Executive
Ready to take charge of a high potential sales patch in one of Scotland's vibrant farming regions? A respected agricultural cooperative is looking for a results driven Area Sales Manager to lead growth across Ayrshire and Lanarkshire. If you know the agri sector inside out and thrive on building relationships, this is your chance to join a business with real influence, stability, and community impact. Why This Role Stands Out This isn't just another sales job. You'll be the trusted face of a well established cooperative with deep ties to the rural economy. Supporting farmers, shaping product strategy, and driving commercial success across your territory. What You'll Be Doing • Growing and managing relationships with farmers, growers, and rural businesses • Selling a wide portfolio of proven agricultural products and services • Providing hands on technical advice backed by strong product knowledge • Spotting opportunities and driving profitable growth • Getting out on farm, attending shows, and being a visible presence in the region • Working closely with internal teams to deliver an exceptional member experience What You'll Bring • Solid, proven agricultural sales experience is absolutely essential • A genuine understanding of UK farming practices and current industry pressures • The ability to build rapport quickly and become a trusted adviser • A proactive mindset, someone who owns their patch and drives results • Strong communication, organisation, and negotiation skills • Full UK driving licence What You'll Get • A stable, highly regarded employer with strong values and member led principles • Autonomy, flexibility, and support from an experienced and friendly team • Competitive salary, company vehicle, and a well rounded benefits package • Clear long term progression and development opportunities • The chance to make a real difference within local farming communities How do I apply? For more information and an informal confidential discussion please call Ollie O'Driscoll on: or e-mail your CV and covering letter To . Thank you. De Lacy Executive will upload your CV to our database and retain some data about you in order to process your application. More information about our processing activities can be found at . Please be assured that all contact is treated in complete confidence and your details will not be passed to a third party without your prior permission. Please note that this advertisement is not a job description and you should satisfy yourself about the full details at interview. De Lacy Executive is an Approved member of the Recruitment and Employment Confederation, which promotes high standards in recruitment practice, and is registered with the Information Commissioners Office. De Lacy Executive complies with all relevant data protection legislation.
May 02, 2026
Full time
Ready to take charge of a high potential sales patch in one of Scotland's vibrant farming regions? A respected agricultural cooperative is looking for a results driven Area Sales Manager to lead growth across Ayrshire and Lanarkshire. If you know the agri sector inside out and thrive on building relationships, this is your chance to join a business with real influence, stability, and community impact. Why This Role Stands Out This isn't just another sales job. You'll be the trusted face of a well established cooperative with deep ties to the rural economy. Supporting farmers, shaping product strategy, and driving commercial success across your territory. What You'll Be Doing • Growing and managing relationships with farmers, growers, and rural businesses • Selling a wide portfolio of proven agricultural products and services • Providing hands on technical advice backed by strong product knowledge • Spotting opportunities and driving profitable growth • Getting out on farm, attending shows, and being a visible presence in the region • Working closely with internal teams to deliver an exceptional member experience What You'll Bring • Solid, proven agricultural sales experience is absolutely essential • A genuine understanding of UK farming practices and current industry pressures • The ability to build rapport quickly and become a trusted adviser • A proactive mindset, someone who owns their patch and drives results • Strong communication, organisation, and negotiation skills • Full UK driving licence What You'll Get • A stable, highly regarded employer with strong values and member led principles • Autonomy, flexibility, and support from an experienced and friendly team • Competitive salary, company vehicle, and a well rounded benefits package • Clear long term progression and development opportunities • The chance to make a real difference within local farming communities How do I apply? For more information and an informal confidential discussion please call Ollie O'Driscoll on: or e-mail your CV and covering letter To . Thank you. De Lacy Executive will upload your CV to our database and retain some data about you in order to process your application. More information about our processing activities can be found at . Please be assured that all contact is treated in complete confidence and your details will not be passed to a third party without your prior permission. Please note that this advertisement is not a job description and you should satisfy yourself about the full details at interview. De Lacy Executive is an Approved member of the Recruitment and Employment Confederation, which promotes high standards in recruitment practice, and is registered with the Information Commissioners Office. De Lacy Executive complies with all relevant data protection legislation.
Clear IT Recruitment
Senior Paraplanner
Clear IT Recruitment Knaphill, Surrey
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
May 02, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Anthony Alexandra
Mortgage Advisor
Anthony Alexandra
About the Company Our client is a well-established, independent mortgage advisory firm based in North London, offering tailored mortgage advice and protection planning. With over 30 years of experience, they have built a loyal, long-standing client base. The team is known for delivering clear, client-focused guidance and access to whole-of-market mortgage solutions. Role Overview As a Mortgage Broker/Adviser, you will work closely with clients to understand their financial circumstances and property objectives. You ll recommend suitable mortgage products from across the market and provide an outstanding level of service throughout. Most clients are referred through strong recommendations and are already motivated to proceed. In many cases, the sale is effectively pre-qualified, allowing you to focus on advising and progressing applications rather than generating new business. There is no expectation to self-generate leads, bring an existing client base, or work from cold leads. You ll join a friendly, supportive dedidcated administrative team assisting clients with residential purchases, remortgages, buy-to-let, and other lending needs, enabling you to manage a high volume of cases efficiently. Key Responsibilities Conduct detailed fact-find interviews to assess clients financial situations, borrowing needs, and objectives Deliver clear, compliant advice and explain recommendations in a client-friendly manner Maintain accurate and compliant client records in line with FCA regulations. Build long-term client relationships with a focus on service quality and retention. Collaborate with colleagues to support team targets and overall business growth Skills & Qualification s Fully qualified to provide mortgage advice (CeMAP, CII, or equivalent) essential. Proven experience in mortgage broking. Stable employment history Strong knowledge of residential and buy-to-let mortgage markets. Experience with life / protection products (preferred). High standards of professionalism and strong compliance awareness. Benefits Competitive salary with uncapped commission structure. Starting basic salary of £35,000 £40,000, plus commission and bonuses. Ongoing training and development with clear career progression opportunities. Supportive, team-oriented working environment.
May 02, 2026
Full time
About the Company Our client is a well-established, independent mortgage advisory firm based in North London, offering tailored mortgage advice and protection planning. With over 30 years of experience, they have built a loyal, long-standing client base. The team is known for delivering clear, client-focused guidance and access to whole-of-market mortgage solutions. Role Overview As a Mortgage Broker/Adviser, you will work closely with clients to understand their financial circumstances and property objectives. You ll recommend suitable mortgage products from across the market and provide an outstanding level of service throughout. Most clients are referred through strong recommendations and are already motivated to proceed. In many cases, the sale is effectively pre-qualified, allowing you to focus on advising and progressing applications rather than generating new business. There is no expectation to self-generate leads, bring an existing client base, or work from cold leads. You ll join a friendly, supportive dedidcated administrative team assisting clients with residential purchases, remortgages, buy-to-let, and other lending needs, enabling you to manage a high volume of cases efficiently. Key Responsibilities Conduct detailed fact-find interviews to assess clients financial situations, borrowing needs, and objectives Deliver clear, compliant advice and explain recommendations in a client-friendly manner Maintain accurate and compliant client records in line with FCA regulations. Build long-term client relationships with a focus on service quality and retention. Collaborate with colleagues to support team targets and overall business growth Skills & Qualification s Fully qualified to provide mortgage advice (CeMAP, CII, or equivalent) essential. Proven experience in mortgage broking. Stable employment history Strong knowledge of residential and buy-to-let mortgage markets. Experience with life / protection products (preferred). High standards of professionalism and strong compliance awareness. Benefits Competitive salary with uncapped commission structure. Starting basic salary of £35,000 £40,000, plus commission and bonuses. Ongoing training and development with clear career progression opportunities. Supportive, team-oriented working environment.

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