Various locations across the Liverpool area. Some flexible hybrid working - 4 days office based, 1 day work from home. 1 Permanent and 1 Fixed term until 30th June 2027 Hours: 35 Hours per week About the Role Role Purpose: Do you enjoy helping people? Are you a compassionate and people focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward? The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation s clients. The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service. A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information. They will work collaboratively with their team, management and external organisations. Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time. Requirements To be appointed as a Debt Advice Caseworker, you will need to have: 1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions. OR To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We re not looking for the finished article, if you have the right attitude then we can help to develop your skills. 2. Experience of achieving performance and quality targets/KPIs. 3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards. 4. Effective oral/written communication skills and be numerate to the level required by the tasks. 5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment. 6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures. 7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials. 8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively. 9. Ability and willingness to work as part of a team. 10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy 11. Ability to work across different sites within Liverpool. 12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent. Equality and Diversity: All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination. Responsibilities: 1. Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans. 2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits. 3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties. 4. Ensure income maximisation through the take up of appropriate welfare benefits. 5. Prepare and present cases to statutory bodies, tribunals, and courts when required. 6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers. 7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework. 8. Comply with systems for monitoring and reporting purposes. 9. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets. 10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary. 11. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation. Research and Campaigns 1. Keep up to date with current research trends and campaign issues. 2. Participate in research and campaigns activity by providing information on client s circumstances and acting on behalf of the client. Essential Criteria 1. An understanding of and commitment to the aims, principles and policies of the Citizens Advice service including a strong commitment to equality and diversity. 2. An understanding of the problems and issues associated with unmanageable debt and their implications for clients and advice service provision. 3. Recent experience of providing advice to the Advice Quality Standard and/or the willingness and ability to complete full debt advice training. 4. A good understanding of the skills and techniques used in interviewing clients through a range of channels including telephone, digital and face-to-face. 5. The ability to understand the needs of others and to empower clients to take action for themselves. 6. The ability to monitor and maintain own standards, prioritise work and meet deadlines and targets. 7. The ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively. 8. The ability to work as part of a team and to respond positively to change. How to Apply For more information and to apply, please click on the Redirect button. About us Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023. CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust. We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
May 13, 2026
Full time
Various locations across the Liverpool area. Some flexible hybrid working - 4 days office based, 1 day work from home. 1 Permanent and 1 Fixed term until 30th June 2027 Hours: 35 Hours per week About the Role Role Purpose: Do you enjoy helping people? Are you a compassionate and people focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward? The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation s clients. The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service. A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information. They will work collaboratively with their team, management and external organisations. Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time. Requirements To be appointed as a Debt Advice Caseworker, you will need to have: 1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions. OR To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We re not looking for the finished article, if you have the right attitude then we can help to develop your skills. 2. Experience of achieving performance and quality targets/KPIs. 3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards. 4. Effective oral/written communication skills and be numerate to the level required by the tasks. 5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment. 6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures. 7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials. 8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively. 9. Ability and willingness to work as part of a team. 10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy 11. Ability to work across different sites within Liverpool. 12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent. Equality and Diversity: All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination. Responsibilities: 1. Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans. 2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits. 3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties. 4. Ensure income maximisation through the take up of appropriate welfare benefits. 5. Prepare and present cases to statutory bodies, tribunals, and courts when required. 6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers. 7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework. 8. Comply with systems for monitoring and reporting purposes. 9. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets. 10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary. 11. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation. Research and Campaigns 1. Keep up to date with current research trends and campaign issues. 2. Participate in research and campaigns activity by providing information on client s circumstances and acting on behalf of the client. Essential Criteria 1. An understanding of and commitment to the aims, principles and policies of the Citizens Advice service including a strong commitment to equality and diversity. 2. An understanding of the problems and issues associated with unmanageable debt and their implications for clients and advice service provision. 3. Recent experience of providing advice to the Advice Quality Standard and/or the willingness and ability to complete full debt advice training. 4. A good understanding of the skills and techniques used in interviewing clients through a range of channels including telephone, digital and face-to-face. 5. The ability to understand the needs of others and to empower clients to take action for themselves. 6. The ability to monitor and maintain own standards, prioritise work and meet deadlines and targets. 7. The ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively. 8. The ability to work as part of a team and to respond positively to change. How to Apply For more information and to apply, please click on the Redirect button. About us Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023. CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust. We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 13, 2026
Full time
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. 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.
May 12, 2026
Full time
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. 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.
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
May 12, 2026
Full time
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
May 11, 2026
Full time
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
St. James's Place Wealth Management
West Bridgford, 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 £216.94bn. 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 08, 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 £216.94bn. 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.
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 08, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Graduate Trainee Farm Business Consultant Southwest We're Westcotts - a Top Accountancy Practice and Real Living Wage Employer, with over 300 team members based across 16 offices in Devon and Somerset. We're looking for a Trainee Farm Business Consultant to join our team to be based on one of our 16 offices across Somerset, Devon and Wiltshire. This is an exciting opportunity for someone with a passion for agriculture who wants to start a career in Agricultural Management Consultancy, supporting farming clients to improve performance, profitability, and long term sustainability. You'll work closely with experienced advisers and our wider rural team to provide practical, independent advice to farm businesses. With a combination of hands on training in agricultural knowledge and business insight, you'll help clients make informed decisions and plan for the future. Full support and development will be provided, alongside relevant professional development courses, giving you the opportunity to build a long term and rewarding career in agricultural consultancy. Why Westcotts? At Westcotts, we believe our people are our greatest asset. When you join us, you'll become part of a welcoming and supportive firm where your development is genuinely encouraged. You'll benefit from: The opportunity to work with a wide range of farming and rural businesses across the South West Full training and professional development, including relevant agricultural and consultancy courses The chance to build a rewarding career in agricultural management consultancy A friendly and collaborative working environment A genuine focus on wellbeing and work/life balance The opportunity to work alongside experienced rural advisers and specialists Main Duties This is a varied and client-focused role where no two days are the same. Your responsibilities will include: Providing technical dairy advice, including independent nutrition guidance, fertility reviews, and forage management support Supporting farm businesses through business performance reviews, including the preparation of management accounts and analysis of financial and operational performance Assisting with business budgeting, forecasting, and planning, helping clients understand and improve their financial position Working closely with farmers and rural businesses to identify opportunities for improvement and provide practical solutions Supporting the delivery of tailored business advice that meets the individual needs and goals of each client Building strong relationships with clients and understanding their business challenges and ambitions Working collaboratively with colleagues across our rural and accounting teams to deliver a comprehensive service to clients Attributes, Skills, Experience and Qualifications We're looking for someone who is enthusiastic about agriculture and enjoys working with people. Ideally, you'll have: A degree or a related qualification is essential, with a preference for an agricultural qualification or farming / agricultural industry background A strong interest in farm business performance and management Good interpersonal skills and the ability to build trusted relationships with clients Excellent communication skills, both written and verbal A proactive and motivated approach, with the drive to develop a career in agricultural consultancy The ability to analyse information and present clear, practical advice A professional and team oriented attitude 40 hours / 5 days per week (flexible and hybrid working is available). 25 days annual leave plus bank holidays. Annual salary review. Opportunity to carry over 1 week's holiday into the following holiday year. Death in service 3 x annual salary. Access to Westfield Rewards and Health scheme. 24 hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6%) after 4 years' service. Enhanced Maternity and Paternity pay after one years' service. Well behaved dogs can be brought to the office. How to Apply To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.
May 08, 2026
Full time
Graduate Trainee Farm Business Consultant Southwest We're Westcotts - a Top Accountancy Practice and Real Living Wage Employer, with over 300 team members based across 16 offices in Devon and Somerset. We're looking for a Trainee Farm Business Consultant to join our team to be based on one of our 16 offices across Somerset, Devon and Wiltshire. This is an exciting opportunity for someone with a passion for agriculture who wants to start a career in Agricultural Management Consultancy, supporting farming clients to improve performance, profitability, and long term sustainability. You'll work closely with experienced advisers and our wider rural team to provide practical, independent advice to farm businesses. With a combination of hands on training in agricultural knowledge and business insight, you'll help clients make informed decisions and plan for the future. Full support and development will be provided, alongside relevant professional development courses, giving you the opportunity to build a long term and rewarding career in agricultural consultancy. Why Westcotts? At Westcotts, we believe our people are our greatest asset. When you join us, you'll become part of a welcoming and supportive firm where your development is genuinely encouraged. You'll benefit from: The opportunity to work with a wide range of farming and rural businesses across the South West Full training and professional development, including relevant agricultural and consultancy courses The chance to build a rewarding career in agricultural management consultancy A friendly and collaborative working environment A genuine focus on wellbeing and work/life balance The opportunity to work alongside experienced rural advisers and specialists Main Duties This is a varied and client-focused role where no two days are the same. Your responsibilities will include: Providing technical dairy advice, including independent nutrition guidance, fertility reviews, and forage management support Supporting farm businesses through business performance reviews, including the preparation of management accounts and analysis of financial and operational performance Assisting with business budgeting, forecasting, and planning, helping clients understand and improve their financial position Working closely with farmers and rural businesses to identify opportunities for improvement and provide practical solutions Supporting the delivery of tailored business advice that meets the individual needs and goals of each client Building strong relationships with clients and understanding their business challenges and ambitions Working collaboratively with colleagues across our rural and accounting teams to deliver a comprehensive service to clients Attributes, Skills, Experience and Qualifications We're looking for someone who is enthusiastic about agriculture and enjoys working with people. Ideally, you'll have: A degree or a related qualification is essential, with a preference for an agricultural qualification or farming / agricultural industry background A strong interest in farm business performance and management Good interpersonal skills and the ability to build trusted relationships with clients Excellent communication skills, both written and verbal A proactive and motivated approach, with the drive to develop a career in agricultural consultancy The ability to analyse information and present clear, practical advice A professional and team oriented attitude 40 hours / 5 days per week (flexible and hybrid working is available). 25 days annual leave plus bank holidays. Annual salary review. Opportunity to carry over 1 week's holiday into the following holiday year. Death in service 3 x annual salary. Access to Westfield Rewards and Health scheme. 24 hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6%) after 4 years' service. Enhanced Maternity and Paternity pay after one years' service. Well behaved dogs can be brought to the office. How to Apply To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 08, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
1 post available Location: Doncaster - linked to Sheffield Hub This can be a hybrid role based on service demands Salary: Solicitor - Grade 5 - £38,724 or Grade 6 - £44,323 depending on experience or Paralegal Grade 3 - £32,585 per annum Hours: Full time - 35 per week Contract: Permanent Closing date: Sunday 17th May 2026 at 11.30 pm Join Shelter as a Housing Solicitor or Paralegal, in our mission to drive systemic change and fight for Justice. If you are a dedicated legal professional with a strong commitment to addressing the housing crisis, we welcome you to apply for this role. At a time when the housing emergency continues to deepen, your experience could help transform lives and challenge the systems that perpetuate injustice. Come and play a central role in our mission to defend the right to a safe and secure home. Working with Shelter means being part of a passionate team that believes a safe home is a fundamental right. Here, your legal skills don't just change lives - they shape a fairer housing system. About the roles Based with our partner organisation, Doncaster Housing for Young People, you will ensure you deliver high quality legal services through casework, the Housing Loss Prevention Advice Scheme and ensuring Legal Aid contract requirements and performance targets are met. Solicitor You will challenge unfair housing practices and systemic causes of homelessness through strategic casework and litigation. Working closely with our Sheffield team and the Managing Solicitor to strengthen housing rights awareness across the region, you will support Legal Advisers, ensuring high professional standards and compliance. Paralegal You will help our solicitors to maintain an active caseload, enabling our clients to enforce their housing rights. Your role will be varied and will include taking instructions and witness statements, drafting letters, making applications, providing court representation and making sure time recording and income targets are met. Please note this role is being advertised as a Paralegal but on appointment the job title will be Legal Adviser. About You For the Solicitor role, we are open to newly qualified candidates with a demonstrable interest in social justice, as well as those who have 3+ years PQE and a strong track record in housing law and Legal Aid work. You will have experience or a demonstrable interest in legal practice in the private or not for profit sector with experience of working on a wide range of housing cases, knowledge of legal aid, housing, homelessness and welfare law. You have the ability to research, write reports, time record and meet financial targets, as well as meeting or be willing to develop to meet the Housing Supervisor Requirements (September 2023). For the Paralegal role you will need a good understanding of litigation work, be able to carry out legal research and provide a good standard of professional service and client care. You will have excellent communication skills, both in writing/drafting and face-to-face along with proficiency using case management systems and time recording, as well as the ability to manage your time and workload. If you have housing law experience and knowledge of Legal Aid/ CCMS this would be an advantage. You enjoy collaborating as part of a team, respond quickly and positively to change and are not afraid to challenge the status quo and introduce new ideas when appropriate. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. About The Team Our legal Teams (Managing Solicitors, Solicitors, Legal Advisors and Trainees) are based throughout our England hubs. We are currently based in London, Plymouth, Bristol, Norwich, Birmingham, Manchester, Merseyside, Lancashire, Sheffield and Newcastle. We are enthusiastic, driven and champions for fighting housing injustice. Whilst generating an income, we also address the housing crisis. You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across South Yorkshire. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering, adding significant value to our core service offer. About Shelter Home is a human right. It's our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency. We exist to defend the right to a safe home. Because home is everything. We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve. Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist. How to Apply Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses: We prioritise diversity and have an inclusive and open mindset. Safeguarding Statement Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Recruitment Agencies Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
May 07, 2026
Full time
1 post available Location: Doncaster - linked to Sheffield Hub This can be a hybrid role based on service demands Salary: Solicitor - Grade 5 - £38,724 or Grade 6 - £44,323 depending on experience or Paralegal Grade 3 - £32,585 per annum Hours: Full time - 35 per week Contract: Permanent Closing date: Sunday 17th May 2026 at 11.30 pm Join Shelter as a Housing Solicitor or Paralegal, in our mission to drive systemic change and fight for Justice. If you are a dedicated legal professional with a strong commitment to addressing the housing crisis, we welcome you to apply for this role. At a time when the housing emergency continues to deepen, your experience could help transform lives and challenge the systems that perpetuate injustice. Come and play a central role in our mission to defend the right to a safe and secure home. Working with Shelter means being part of a passionate team that believes a safe home is a fundamental right. Here, your legal skills don't just change lives - they shape a fairer housing system. About the roles Based with our partner organisation, Doncaster Housing for Young People, you will ensure you deliver high quality legal services through casework, the Housing Loss Prevention Advice Scheme and ensuring Legal Aid contract requirements and performance targets are met. Solicitor You will challenge unfair housing practices and systemic causes of homelessness through strategic casework and litigation. Working closely with our Sheffield team and the Managing Solicitor to strengthen housing rights awareness across the region, you will support Legal Advisers, ensuring high professional standards and compliance. Paralegal You will help our solicitors to maintain an active caseload, enabling our clients to enforce their housing rights. Your role will be varied and will include taking instructions and witness statements, drafting letters, making applications, providing court representation and making sure time recording and income targets are met. Please note this role is being advertised as a Paralegal but on appointment the job title will be Legal Adviser. About You For the Solicitor role, we are open to newly qualified candidates with a demonstrable interest in social justice, as well as those who have 3+ years PQE and a strong track record in housing law and Legal Aid work. You will have experience or a demonstrable interest in legal practice in the private or not for profit sector with experience of working on a wide range of housing cases, knowledge of legal aid, housing, homelessness and welfare law. You have the ability to research, write reports, time record and meet financial targets, as well as meeting or be willing to develop to meet the Housing Supervisor Requirements (September 2023). For the Paralegal role you will need a good understanding of litigation work, be able to carry out legal research and provide a good standard of professional service and client care. You will have excellent communication skills, both in writing/drafting and face-to-face along with proficiency using case management systems and time recording, as well as the ability to manage your time and workload. If you have housing law experience and knowledge of Legal Aid/ CCMS this would be an advantage. You enjoy collaborating as part of a team, respond quickly and positively to change and are not afraid to challenge the status quo and introduce new ideas when appropriate. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. About The Team Our legal Teams (Managing Solicitors, Solicitors, Legal Advisors and Trainees) are based throughout our England hubs. We are currently based in London, Plymouth, Bristol, Norwich, Birmingham, Manchester, Merseyside, Lancashire, Sheffield and Newcastle. We are enthusiastic, driven and champions for fighting housing injustice. Whilst generating an income, we also address the housing crisis. You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across South Yorkshire. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering, adding significant value to our core service offer. About Shelter Home is a human right. It's our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency. We exist to defend the right to a safe home. Because home is everything. We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve. Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist. How to Apply Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses: We prioritise diversity and have an inclusive and open mindset. Safeguarding Statement Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Recruitment Agencies Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
May 07, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
May 07, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
May 07, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
May 07, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
May 07, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Oct 08, 2025
Full time
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Oct 08, 2025
Full time
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Oct 07, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
