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.
Role: Mortgage & Protection Adviser Location: Brighton Hours: Full-time Pay: 25,000 - 35,000 per annum An excellent opportunity has arisen for a Mortgage & Protection Adviser to join one of our clients, an independent residential and commercial consultancy, with offices across Brighton and London. This is a fantastic opportunity for a fully qualified adviser to join a growing team, offering the chance to build strong client relationships and gain exposure across property funding. Benefits: Opportunity to join a growing and supportive team Exposure to both residential and commercial property funding Commission-based earning potential Varied role across two office locations The Requirements: Fully qualified Mortgage & Protection Adviser Minimum 2 years' experience in a similar role Strong proactive attitude with a focus on client care and relationship building Ability to work effectively within a team environment Clean driving licence Compliant regulatory history Good IT literacy Willingness to learn and contribute to a team environment The Role: Servicing existing clients and managing new enquiries for mortgage and protection products Building and maintaining client relationships Assisting in developing new relationships Working as part of a team to deliver client-focused outcomes If you're keen to join an exceptional team who can offer strong development opportunities within a growing consultancy, then please apply to this Mortgage & Protection Adviser role below or contact Jamie Watson on (phone number removed) between 9:00am - 5:30pm.
May 03, 2026
Full time
Role: Mortgage & Protection Adviser Location: Brighton Hours: Full-time Pay: 25,000 - 35,000 per annum An excellent opportunity has arisen for a Mortgage & Protection Adviser to join one of our clients, an independent residential and commercial consultancy, with offices across Brighton and London. This is a fantastic opportunity for a fully qualified adviser to join a growing team, offering the chance to build strong client relationships and gain exposure across property funding. Benefits: Opportunity to join a growing and supportive team Exposure to both residential and commercial property funding Commission-based earning potential Varied role across two office locations The Requirements: Fully qualified Mortgage & Protection Adviser Minimum 2 years' experience in a similar role Strong proactive attitude with a focus on client care and relationship building Ability to work effectively within a team environment Clean driving licence Compliant regulatory history Good IT literacy Willingness to learn and contribute to a team environment The Role: Servicing existing clients and managing new enquiries for mortgage and protection products Building and maintaining client relationships Assisting in developing new relationships Working as part of a team to deliver client-focused outcomes If you're keen to join an exceptional team who can offer strong development opportunities within a growing consultancy, then please apply to this Mortgage & Protection Adviser role below or contact Jamie Watson on (phone number removed) between 9:00am - 5:30pm.
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.
Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Oct 07, 2025
Full time
Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Full UK Driving Licence Subject to passing probationary period Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website
Oct 07, 2025
Full time
Experienced Mortgage and Protection Adviser - Luton / Leagrave - To be considered for this role, you must hold CeMAP qualification or equivalent. What's on offer to you as a Mortgage and Protection Adviser? On target earnings of £40000 to £60000+ per year Fully uncapped commission scheme £22,000 - £28,000 Basic salary ( dependent on experience ) Guaranteed monthly payments whilst building a pipeline, for up to 6 months Company car, OR £250 monthly car allowance Company laptop Bespoke digital marketing package Dedicated training and coaching to support your ongoing development and progression A chance to build on your career, with a set, clear career path Employee 24/7 Assistance Programme What do you need to be good at? Engaging with people from all walks of life. You're able to hold conversations to establish their needs and wants. You communicate effectively through email, phone, face to face and on videos for our social channels Spinning a lot of plates, you've mastered multitasking and excel at managing numerous responsibilities and tasks Maintaining relationships through regular contact with vendors, buyers and developers to capitalise on all opportunities whilst ensuring a high level of customer service and engagement is sustained Collaborating with your peers within your branch to build relationships to assist in identifying opportunities for referrals Taking accountability for your KPIs through proactively seeking new opportunities whilst maintaining existing relationships Strong presence in front of a camera where you appeal to and engage with your audience to maximize your reach Your responsibilities as a Mortgage and Protection Adviser Generate and maintain your own client relationships and business, maximise in-branch opportunities and thrive within a challenging yet stimulating environment Follow up on in-branch leads generated by the Estate Agency team and maximise value from each client Generate your own leads and business Work in tandem with the Estate Agency team, Admin team, Training and Development team, Compliance team and Divisional Sales Director to ensure as efficient a process as possible for the client. Provide exceptional client care and experience from beginning to end, going above and beyond to provide the highest possible level of customer service. Working Hours This role is full time office based Monday - Friday 08:30 - 18:00 Alternate Saturdays 09:00 - 17:00 Day off in lieu when working a Saturday The finer details: It is essential that you currently hold CeMAP qualification, or an industry equivalent qualification. Experience of Mortgage and Protection Advising is essential. We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate We will also need Proof of Address National Insurance Full UK Driving Licence Subject to passing probationary period Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
