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MI Search Ltd
Employed Independent Financial Adviser - Southend-on-Sea - full client bank provided
MI Search Ltd Southend-on-sea, Essex
This respected national IFA firm is currently seeking an experienced financial adviser in Southend-on-Sea to take over an established portfolio of circa £250k recurring income. In this role you will be provided with an established client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning. This role is an employed position with a basic salary to £50,000, excellent bonus scheme, pension and benefits.
May 17, 2026
Full time
This respected national IFA firm is currently seeking an experienced financial adviser in Southend-on-Sea to take over an established portfolio of circa £250k recurring income. In this role you will be provided with an established client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning. This role is an employed position with a basic salary to £50,000, excellent bonus scheme, pension and benefits.
First Mortgage
Mortgage, Protection & Homebuying Advisor
First Mortgage Bath, Somerset
Mortgage, Protection & Homebuying Advisor Location: Hybrid / Office-based Salary: Up to £42,500 basic + uncapped commission Contract: Full-Time, Permanent Specialist routes available: • Already a Mortgage Adviser We ll upskill you in Protection and Homebuying advice • Experienced in Protection Dedicated Protection-only roles are also available What you ll get: A brand and culture built around your success: • One of the UK s most trusted mortgage brokers (excellent Trustpilot rating) • A genuinely customer-first advice approach no pushy sales tactics • A supportive, people-focused working environment Earning potential & development: • Competitive base salary with performance-based commission • Clear pathways for progression, including Franchise and Self-Employed opportunities • Ongoing professional development and training support • Collaborative team culture with strong operational support • Comprehensive benefits package • We understand the risk of leaving an active client pipeline. For exceptional candidates, an additional monthly bonus may be available to help offset any transitional earnings loss About us: First Mortgage is one of the UK s longest-established mortgage brokers, providing free, impartial mortgage advice for over 25 years. Founded in Scotland, we ve expanded nationwide, helping thousands of customers secure mortgages worth billions of pounds. Unlike many others, we continued to grow through challenging market conditions, thanks to our consistently high success rate in helping clients secure finance. We are proudly owned and backed by MAB, giving us strong financial stability and the platform to continue our mission: to become the UK s leading consumer champion in mortgage advice. The role: As a Mortgage, Protection & Homebuying Advisor you ll support clients through every stage of their homebuying journey, delivering clear, expert advice. With warm leads booked directly into your diary, plus full admin and post-application support, you can focus on what matters most: building relationships, delivering great outcomes, and maximising your earning potential without high-pressure sales. Key responsibilities: • Provide expert advice across mortgages, protection, and homebuying • Support clients throughout the full purchase journey • Work high-quality warm leads generated by our established brand • Build strong, long-term client relationships • Collaborate with admin and post-completion teams to ensure a smooth process What we re looking for: • CeMAP (or equivalent) qualified • Experience in mortgage advice (protection/homebuying experience is beneficial but not essential) • A strong customer-first mindset • Confident communication and relationship-building skills If this sounds like the right fit for you, click APPLY today and send across an up-to-date CV for consideration. No agencies please.
May 17, 2026
Full time
Mortgage, Protection & Homebuying Advisor Location: Hybrid / Office-based Salary: Up to £42,500 basic + uncapped commission Contract: Full-Time, Permanent Specialist routes available: • Already a Mortgage Adviser We ll upskill you in Protection and Homebuying advice • Experienced in Protection Dedicated Protection-only roles are also available What you ll get: A brand and culture built around your success: • One of the UK s most trusted mortgage brokers (excellent Trustpilot rating) • A genuinely customer-first advice approach no pushy sales tactics • A supportive, people-focused working environment Earning potential & development: • Competitive base salary with performance-based commission • Clear pathways for progression, including Franchise and Self-Employed opportunities • Ongoing professional development and training support • Collaborative team culture with strong operational support • Comprehensive benefits package • We understand the risk of leaving an active client pipeline. For exceptional candidates, an additional monthly bonus may be available to help offset any transitional earnings loss About us: First Mortgage is one of the UK s longest-established mortgage brokers, providing free, impartial mortgage advice for over 25 years. Founded in Scotland, we ve expanded nationwide, helping thousands of customers secure mortgages worth billions of pounds. Unlike many others, we continued to grow through challenging market conditions, thanks to our consistently high success rate in helping clients secure finance. We are proudly owned and backed by MAB, giving us strong financial stability and the platform to continue our mission: to become the UK s leading consumer champion in mortgage advice. The role: As a Mortgage, Protection & Homebuying Advisor you ll support clients through every stage of their homebuying journey, delivering clear, expert advice. With warm leads booked directly into your diary, plus full admin and post-application support, you can focus on what matters most: building relationships, delivering great outcomes, and maximising your earning potential without high-pressure sales. Key responsibilities: • Provide expert advice across mortgages, protection, and homebuying • Support clients throughout the full purchase journey • Work high-quality warm leads generated by our established brand • Build strong, long-term client relationships • Collaborate with admin and post-completion teams to ensure a smooth process What we re looking for: • CeMAP (or equivalent) qualified • Experience in mortgage advice (protection/homebuying experience is beneficial but not essential) • A strong customer-first mindset • Confident communication and relationship-building skills If this sounds like the right fit for you, click APPLY today and send across an up-to-date CV for consideration. No agencies please.
Financial Divisions
Employed Financial Adviser - Clients provided, Henley-on-Thames Salary: £70,000 + Bonus (OTE £100k+)
Financial Divisions Henley-on-thames, Oxfordshire
Employed Financial Adviser - Clients provided - Established Wealth Management Practice Salary: £70,000 + Bonus (OTE £100k+) + Full Benefits Package The Opportunity A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success. The Role This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm. Key Responsibilities Manage and develop an assigned client bank of 150-200 clients as the primary adviser Conduct annual reviews and ongoing financial planning meetings Deliver holistic advice across investments, pensions, protection, and estate planning Identify new business opportunities within the existing client base Convert inbound enquiries and firm-generated leads Prepare or oversee suitability reports and maintain accurate client records Ensure all advice is compliant and aligned with regulatory standards Work collaboratively with the wider team including paraplanning and administration Performance Expectations Conduct approximately 10-15 client meetings per week once established Contribute to new business targets through referrals and inbound lead conversion Maintain high levels of client service in line with the firm's standards Requirements Level 4 Diploma in Financial Planning (minimum) Currently registered with the FCA as an approved person Minimum 2 years' experience as a Financial Adviser post-qualification Strong technical knowledge across investments, pensions, and protection Excellent interpersonal and client relationship management skills Ability to manage a busy diary and work independently Commercial awareness with a proactive approach to business development Desirable Chartered status or working towards Chartered Financial Planner Experience in cashflow planning, inheritance tax planning, or later life advice Experience working with business owners or senior professionals Knowledge of the Thames Valley / Berkshire market What's on Offer Basic salary up to £70,000 (dependent on experience) Bonus: 10% of Initial Advice Fees (IAF) on all new business written Immediate access to a client bank of 150-200 clients Regular inbound enquiries generated by the firm Paraplanning and administrative support as your client bank grows Matched pension contributions Private medical insurance, income protection, and death in service cover Laptop and full support infrastructure Clear progression within a growing and ambitious practice This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support. To apply or find out more, please contact Ryan at Financial Divisions.
May 16, 2026
Full time
Employed Financial Adviser - Clients provided - Established Wealth Management Practice Salary: £70,000 + Bonus (OTE £100k+) + Full Benefits Package The Opportunity A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success. The Role This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm. Key Responsibilities Manage and develop an assigned client bank of 150-200 clients as the primary adviser Conduct annual reviews and ongoing financial planning meetings Deliver holistic advice across investments, pensions, protection, and estate planning Identify new business opportunities within the existing client base Convert inbound enquiries and firm-generated leads Prepare or oversee suitability reports and maintain accurate client records Ensure all advice is compliant and aligned with regulatory standards Work collaboratively with the wider team including paraplanning and administration Performance Expectations Conduct approximately 10-15 client meetings per week once established Contribute to new business targets through referrals and inbound lead conversion Maintain high levels of client service in line with the firm's standards Requirements Level 4 Diploma in Financial Planning (minimum) Currently registered with the FCA as an approved person Minimum 2 years' experience as a Financial Adviser post-qualification Strong technical knowledge across investments, pensions, and protection Excellent interpersonal and client relationship management skills Ability to manage a busy diary and work independently Commercial awareness with a proactive approach to business development Desirable Chartered status or working towards Chartered Financial Planner Experience in cashflow planning, inheritance tax planning, or later life advice Experience working with business owners or senior professionals Knowledge of the Thames Valley / Berkshire market What's on Offer Basic salary up to £70,000 (dependent on experience) Bonus: 10% of Initial Advice Fees (IAF) on all new business written Immediate access to a client bank of 150-200 clients Regular inbound enquiries generated by the firm Paraplanning and administrative support as your client bank grows Matched pension contributions Private medical insurance, income protection, and death in service cover Laptop and full support infrastructure Clear progression within a growing and ambitious practice This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support. To apply or find out more, please contact Ryan at Financial Divisions.
REED Talent Solutions
Employment Adviser
REED Talent Solutions Hertford, Hertfordshire
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
May 15, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Brook Street
Financial Advisor
Brook Street Newtownards, County Down
Brook Street Recruitment is partnering with one of our Wealth Management clients to recruit a qualified Financial Adviser for their growing Belfast team. This employed adviser opportunity is ideal for an experienced, client-focused professional who is Level 4 Diploma qualified and confident delivering regulated advice across pensions, investments, and protection. You will inherit and develop an existing client portfolio, providing high-quality ongoing advice, conducting annual reviews, and identifying new opportunities through trusted client relationships and referrals. The role offers strong administrative support, modern systems, and the opportunity to build a long-term career within one of Northern Ireland's leading and fastest-growing financial advice firms. About the Company Our client is an appointed representative of The Openwork Partnership, one of the UK's largest and most respected financial advice networks. With offices across the UK, the business provides holistic financial planning services, offering clients access to a carefully selected range of products and investment solutions tailored to their individual needs. Their mission is to help clients make confident financial decisions through clear, professional, and personalised advice. The Role As a Financial Adviser, you will deliver compliant, client-focused financial advice to an established portfolio of clients across pensions, investments, and protection planning. Working closely with the central administration and support teams, you will ensure outstanding client experience, maintain high servicing standards, and contribute to the continued growth and success of the business. Key Responsibilities Deliver regulated financial advice in line with company standards and The Openwork Partnership framework Manage and develop relationships within an existing client bank. Conduct annual reviews and provide ongoing holistic financial planning advice Advise clients across pensions, investments, and protection products. Identify additional advice opportunities through client relationships and referrals. Ensure all advice is compliant, fully documented, and aligned with Consumer Duty requirements. Work collaboratively with administration and para-planning teams to ensure smooth case progression. Maintain accurate and up-to-date client records using CRM and back-office systems. Support wider business objectives through professionalism, consistency, and high-quality advice delivery. Skills & Experience Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential. Proven experience delivering regulated financial advice across pensions and investments. Strong technical knowledge of pensions, investments, taxation, and protection planning. Excellent communication and relationship management skills. Client-focused with strong organisational skills and attention to detail. Ability to operate within structured advice and compliance processes. Experience within The Openwork Partnership network is advantageous but not essential. Salary & Benefits Competitive basic salary, depending on experience. Performance-related bonus linked to advice activity, client servicing, and quality measures. Private medical insurance. Death in Service benefit. Employer pension contribution. Existing client bank provided. Full administration and operational support. Long-term career development within a growing and established financial advice business. Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
May 15, 2026
Full time
Brook Street Recruitment is partnering with one of our Wealth Management clients to recruit a qualified Financial Adviser for their growing Belfast team. This employed adviser opportunity is ideal for an experienced, client-focused professional who is Level 4 Diploma qualified and confident delivering regulated advice across pensions, investments, and protection. You will inherit and develop an existing client portfolio, providing high-quality ongoing advice, conducting annual reviews, and identifying new opportunities through trusted client relationships and referrals. The role offers strong administrative support, modern systems, and the opportunity to build a long-term career within one of Northern Ireland's leading and fastest-growing financial advice firms. About the Company Our client is an appointed representative of The Openwork Partnership, one of the UK's largest and most respected financial advice networks. With offices across the UK, the business provides holistic financial planning services, offering clients access to a carefully selected range of products and investment solutions tailored to their individual needs. Their mission is to help clients make confident financial decisions through clear, professional, and personalised advice. The Role As a Financial Adviser, you will deliver compliant, client-focused financial advice to an established portfolio of clients across pensions, investments, and protection planning. Working closely with the central administration and support teams, you will ensure outstanding client experience, maintain high servicing standards, and contribute to the continued growth and success of the business. Key Responsibilities Deliver regulated financial advice in line with company standards and The Openwork Partnership framework Manage and develop relationships within an existing client bank. Conduct annual reviews and provide ongoing holistic financial planning advice Advise clients across pensions, investments, and protection products. Identify additional advice opportunities through client relationships and referrals. Ensure all advice is compliant, fully documented, and aligned with Consumer Duty requirements. Work collaboratively with administration and para-planning teams to ensure smooth case progression. Maintain accurate and up-to-date client records using CRM and back-office systems. Support wider business objectives through professionalism, consistency, and high-quality advice delivery. Skills & Experience Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential. Proven experience delivering regulated financial advice across pensions and investments. Strong technical knowledge of pensions, investments, taxation, and protection planning. Excellent communication and relationship management skills. Client-focused with strong organisational skills and attention to detail. Ability to operate within structured advice and compliance processes. Experience within The Openwork Partnership network is advantageous but not essential. Salary & Benefits Competitive basic salary, depending on experience. Performance-related bonus linked to advice activity, client servicing, and quality measures. Private medical insurance. Death in Service benefit. Employer pension contribution. Existing client bank provided. Full administration and operational support. Long-term career development within a growing and established financial advice business. Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Premier Jobs UK Limited
Mortgage Advisor
Premier Jobs UK Limited Leeds, Yorkshire
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 15, 2026
Full time
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Astral Recruitment
Employed IFA, Client Base, Retiring IFA
Astral Recruitment Derby, Derbyshire
Our client is a successful and well established IFA firm in Long Eaton and they are currently in need of a full time Financial Adviser You will inherit a strong client base and have flexibility to be both office and field based This role not only comes with a strong client base but also full Admin and Paraplanning support This is an independent adviser role so no restricted model and therefore the ideal candidate would come from a similar role We need a Level 4 experienced adviser but the client will be flexible on CAS status if necessary Base salary car allowance mileage and commission package Immediate start potentially
May 15, 2026
Full time
Our client is a successful and well established IFA firm in Long Eaton and they are currently in need of a full time Financial Adviser You will inherit a strong client base and have flexibility to be both office and field based This role not only comes with a strong client base but also full Admin and Paraplanning support This is an independent adviser role so no restricted model and therefore the ideal candidate would come from a similar role We need a Level 4 experienced adviser but the client will be flexible on CAS status if necessary Base salary car allowance mileage and commission package Immediate start potentially
Premier Jobs UK Limited
Mortgage Advisor
Premier Jobs UK Limited Reading, Berkshire
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 15, 2026
Full time
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
Mortgage Sales Manager
Premier Jobs UK Limited
Mortgage Sales Manager Job in the City of London If you are an experienced leader of Mortgage Advisers and looking for a Mortgage Sales Manager job where you can genuinely shape adviser performance, this opportunity offers an exciting next step in a growing national business. You will be joining a rapidly expanding advisory firm with a large population of self employed advisers. As part of their next phase of growth, they are investing in dedicated Sales Managers to drive productivity, coaching and development across their adviser teams. In this hands on role, you will be responsible for supporting a sizeable group of Mortgage Advisers and Area Managers, focusing on practical coaching to enhance business planning, activity levels, conversion and protection results. You will not carry personal writing responsibilities, allowing you to fully dedicate your time to leading, motivating and developing the team. You will be based from their City of London office, with regular field visits to maintain visibility and support across the region. With the business targeting continued adviser growth over the coming years, there is strong scope to progress as the structure expands. Mortgage Sales Manager Requirements Essential - Proven experience managing or coaching Mortgage Advisers Essential - Mortgage qualification such as CeMAP or equivalent Essential - Track record of improving adviser performance against targets Desirable - Background working with self employed adviser models Desirable - Experience overseeing multi site or regionally dispersed teams The Company Our client is a fast growing financial advisory firm with a national footprint across insurance, mortgages and wealth. The business has expanded rapidly in recent years and continues to invest heavily in adviser development, leadership and training to support their ambitious growth plans. Mortgage Sales Manager Benefits Salary up to £45,000 with OTE of £60,000+ Performance related bonus based on agreed metrics Office based in the City of London 4 days per week and 1 day from home (regular travel to see Advisers expected) Opportunity to directly influence adviser performance and business results Mileage or petrol support may be available for field visits Location City of London, suitable for candidates within reasonable commuting distance and comfortable with regular regional travel. If you are a motivational leader who thrives on developing advisers and driving performance, please apply now for further details. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 14, 2026
Full time
Mortgage Sales Manager Job in the City of London If you are an experienced leader of Mortgage Advisers and looking for a Mortgage Sales Manager job where you can genuinely shape adviser performance, this opportunity offers an exciting next step in a growing national business. You will be joining a rapidly expanding advisory firm with a large population of self employed advisers. As part of their next phase of growth, they are investing in dedicated Sales Managers to drive productivity, coaching and development across their adviser teams. In this hands on role, you will be responsible for supporting a sizeable group of Mortgage Advisers and Area Managers, focusing on practical coaching to enhance business planning, activity levels, conversion and protection results. You will not carry personal writing responsibilities, allowing you to fully dedicate your time to leading, motivating and developing the team. You will be based from their City of London office, with regular field visits to maintain visibility and support across the region. With the business targeting continued adviser growth over the coming years, there is strong scope to progress as the structure expands. Mortgage Sales Manager Requirements Essential - Proven experience managing or coaching Mortgage Advisers Essential - Mortgage qualification such as CeMAP or equivalent Essential - Track record of improving adviser performance against targets Desirable - Background working with self employed adviser models Desirable - Experience overseeing multi site or regionally dispersed teams The Company Our client is a fast growing financial advisory firm with a national footprint across insurance, mortgages and wealth. The business has expanded rapidly in recent years and continues to invest heavily in adviser development, leadership and training to support their ambitious growth plans. Mortgage Sales Manager Benefits Salary up to £45,000 with OTE of £60,000+ Performance related bonus based on agreed metrics Office based in the City of London 4 days per week and 1 day from home (regular travel to see Advisers expected) Opportunity to directly influence adviser performance and business results Mileage or petrol support may be available for field visits Location City of London, suitable for candidates within reasonable commuting distance and comfortable with regular regional travel. If you are a motivational leader who thrives on developing advisers and driving performance, please apply now for further details. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Astral Recruitment
Employed IFA, Client Base, Retiring IFA
Astral Recruitment Nottingham, Nottinghamshire
Our client is a successful and well established IFA firm in Long Eaton and they are currently in need of a full time Financial Adviser You will inherit a strong client base and have flexibility to be both office and field based This role not only comes with a strong client base but also full Admin and Paraplanning support This is an independent adviser role so no restricted model and therefore the ideal candidate would come from a similar role We need a Level 4 experienced adviser but the client will be flexible on CAS status if necessary Base salary car allowance mileage and commission package Immediate start potentially
May 14, 2026
Full time
Our client is a successful and well established IFA firm in Long Eaton and they are currently in need of a full time Financial Adviser You will inherit a strong client base and have flexibility to be both office and field based This role not only comes with a strong client base but also full Admin and Paraplanning support This is an independent adviser role so no restricted model and therefore the ideal candidate would come from a similar role We need a Level 4 experienced adviser but the client will be flexible on CAS status if necessary Base salary car allowance mileage and commission package Immediate start potentially
REED Talent Solutions
Employment Adviser
REED Talent Solutions Redruth, Cornwall
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Please note, internal applications for this role close on 14/05/2026 This role is aligned to our Redruth main office; however, due to service delivery needs, you will be required to work from our Penryn outreach office at least 3 days per week, with the remaining days based in Redruth. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
May 14, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role of Employment Adviser at Reed in Partnership! Please note, internal applications for this role close on 14/05/2026 This role is aligned to our Redruth main office; however, due to service delivery needs, you will be required to work from our Penryn outreach office at least 3 days per week, with the remaining days based in Redruth. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness of it's benefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
REED Talent Solutions
Employment Adviser
REED Talent Solutions Hull, Yorkshire
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Please note, internal applications for this role close on 15/05/2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
May 13, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Please note, internal applications for this role close on 15/05/2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Hays
Financial Adviser (IFA) Employed role All Leads Provided
Hays Altrincham, Cheshire
Your new company Due to continued growth, an excellent opportunity has arisen within a well-established and progressive firm of IFAs for a financial adviser. The firm has over the years established a number of joint ventures with professional introducers to provide their clients with financial planning. A new opportunity has now arisen for an adviser to work with good quality clients, typically hi click apply for full job details
May 13, 2026
Full time
Your new company Due to continued growth, an excellent opportunity has arisen within a well-established and progressive firm of IFAs for a financial adviser. The firm has over the years established a number of joint ventures with professional introducers to provide their clients with financial planning. A new opportunity has now arisen for an adviser to work with good quality clients, typically hi click apply for full job details
Mortgage Adviser
ecruit Peterborough, Cambridgeshire
Shire Self Employed Mortgage Adviser Self-Employed Mortgage Adviser Cambridgeshire / Newmarket Hybrid Role Uncapped Earnings Introducer-Led Business Build Your Own Mortgage Business Backed by a Proven Platform Shire Financial Services (part of Capricorn Financial) is expanding across Cambridgeshire click apply for full job details
May 11, 2026
Full time
Shire Self Employed Mortgage Adviser Self-Employed Mortgage Adviser Cambridgeshire / Newmarket Hybrid Role Uncapped Earnings Introducer-Led Business Build Your Own Mortgage Business Backed by a Proven Platform Shire Financial Services (part of Capricorn Financial) is expanding across Cambridgeshire click apply for full job details
michael usher mortgage services
Protection Advisor
michael usher mortgage services Frimley, Surrey
Company Description Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients. With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs. Role Description This is a full-time, office-based role in Frimley for a Protection Adviser. The main purpose of this role is to advise clients (both personal and business) over the phone, online and face to face, recommending suitable protection solutions based on their needs and circumstances. The Protection Adviser will be responsible for delivering high-quality financial advice focused on protection products and services, maintaining a strong emphasis on client engagement and relationship management. This is a permanent employed position with a basic salary plus commission. OTE £50-65k in year one. Previous experience in protection, insurance, financial services, or a related sales environment is preferred, as candidates should be confident in discussing protection products and delivering excellent customer service. Key Deliverables & Responsibilities Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers. Convert leads into written business, achieving sales and conversion targets. Complete thorough Fact Finds, including business structures and liabilities where necessary. Advise on personal and business products, such as: Life insurance, critical illness cover, income protection, family income benefit, executive income protection, relevant life, key person and shareholder protection. Research products across a range of providers. Explain complex protection arrangements clearly. Complete medical underwriting requirements. Submit applications via provider and CRM systems. Prepare rational for recommendation reports. Pass compliant cases to admin. Maintain up-to-date market knowledge, maintaining minimum CPD requirements.
May 11, 2026
Full time
Company Description Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients. With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs. Role Description This is a full-time, office-based role in Frimley for a Protection Adviser. The main purpose of this role is to advise clients (both personal and business) over the phone, online and face to face, recommending suitable protection solutions based on their needs and circumstances. The Protection Adviser will be responsible for delivering high-quality financial advice focused on protection products and services, maintaining a strong emphasis on client engagement and relationship management. This is a permanent employed position with a basic salary plus commission. OTE £50-65k in year one. Previous experience in protection, insurance, financial services, or a related sales environment is preferred, as candidates should be confident in discussing protection products and delivering excellent customer service. Key Deliverables & Responsibilities Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers. Convert leads into written business, achieving sales and conversion targets. Complete thorough Fact Finds, including business structures and liabilities where necessary. Advise on personal and business products, such as: Life insurance, critical illness cover, income protection, family income benefit, executive income protection, relevant life, key person and shareholder protection. Research products across a range of providers. Explain complex protection arrangements clearly. Complete medical underwriting requirements. Submit applications via provider and CRM systems. Prepare rational for recommendation reports. Pass compliant cases to admin. Maintain up-to-date market knowledge, maintaining minimum CPD requirements.
Shire Financial Services Ltd
Self Employed Mortgage Adviser
Shire Financial Services Ltd Peterborough, Cambridgeshire
Shire Self Employed Mortgage Adviser Self-Employed Mortgage Adviser Cambridgeshire / Newmarket Hybrid Role Uncapped Earnings Introducer-Led Business Build Your Own Mortgage Business Backed by a Proven Platform Shire Financial Services (part of Capricorn Financial) is expanding across Cambridgeshire . We are looking for ambitious, commercially driven Mortgage Advisers who want to build their own business with the backing of a well-established introducer network, strong operational support, and a proven model. With an office based in Newmarket and introducer relationships across the wider Cambridgeshire region, this is a hybrid opportunity offering both flexibility and consistent deal flow. The Opportunity This is a self-employed role designed for advisers who want: Greater earning potential More control over their pipeline Access to quality introducers and leads A platform that allows them to scale their business properly You ll work with a mix of estate agents, developers, and local introducers, receiving a steady flow of mortgage opportunities while building your own client base over time. What You re Walking Into Established introducer relationships across Cambridgeshire Regular flow of qualified mortgage opportunities A hybrid working model office in Newmarket + flexibility to work remotely Admin, compliance, and case management support Access to systems, lenders, and infrastructure via Sesame Limited The backing of Capricorn Financial one of London s leading brokerages This is not a cold-start it s a platform designed to help you write business from day one . Earnings Potential Uncapped earnings commission-based structure Strong introducer flow provides consistent opportunities to generate income Ability to scale earnings through repeat business and local relationships This is a role where your income is directly linked to your output and ability to build relationships. Your Role Advise clients on residential and buy-to-let mortgage solutions Manage cases from initial enquiry through to completion Build and maintain relationships with local introducers and clients Deliver a high level of service to drive repeat and referral business Take ownership of your pipeline and performance We re Looking For CeMAP qualified (or equivalent) Experience as a Mortgage Adviser or strong sales background looking to transition Proven ability to generate and convert business Strong relationship-building skills Self-motivated with a business-owner mindset Based within reach of Newmarket / Cambridgeshire Why Join Shire / Capricorn Access to local introducer relationships across Cambridgeshire Hybrid flexibility with office support when needed Strong infrastructure allowing you to focus on advising and writing business Backing of a proven, high-performing mortgage platform Opportunity to build a long-term, scalable income stream Important This is a self-employed, commission-only position You must have the right to work in the UK Hybrid working regular access to Newmarket office expected Final Word This role is ideal for advisers who want to move away from restrictive employed roles and build something of their own with the security of existing introducers, strong support, and a recognised brand behind them. If you re driven, commercially focused, and ready to take ownership of your earnings Apply now.
May 07, 2026
Full time
Shire Self Employed Mortgage Adviser Self-Employed Mortgage Adviser Cambridgeshire / Newmarket Hybrid Role Uncapped Earnings Introducer-Led Business Build Your Own Mortgage Business Backed by a Proven Platform Shire Financial Services (part of Capricorn Financial) is expanding across Cambridgeshire . We are looking for ambitious, commercially driven Mortgage Advisers who want to build their own business with the backing of a well-established introducer network, strong operational support, and a proven model. With an office based in Newmarket and introducer relationships across the wider Cambridgeshire region, this is a hybrid opportunity offering both flexibility and consistent deal flow. The Opportunity This is a self-employed role designed for advisers who want: Greater earning potential More control over their pipeline Access to quality introducers and leads A platform that allows them to scale their business properly You ll work with a mix of estate agents, developers, and local introducers, receiving a steady flow of mortgage opportunities while building your own client base over time. What You re Walking Into Established introducer relationships across Cambridgeshire Regular flow of qualified mortgage opportunities A hybrid working model office in Newmarket + flexibility to work remotely Admin, compliance, and case management support Access to systems, lenders, and infrastructure via Sesame Limited The backing of Capricorn Financial one of London s leading brokerages This is not a cold-start it s a platform designed to help you write business from day one . Earnings Potential Uncapped earnings commission-based structure Strong introducer flow provides consistent opportunities to generate income Ability to scale earnings through repeat business and local relationships This is a role where your income is directly linked to your output and ability to build relationships. Your Role Advise clients on residential and buy-to-let mortgage solutions Manage cases from initial enquiry through to completion Build and maintain relationships with local introducers and clients Deliver a high level of service to drive repeat and referral business Take ownership of your pipeline and performance We re Looking For CeMAP qualified (or equivalent) Experience as a Mortgage Adviser or strong sales background looking to transition Proven ability to generate and convert business Strong relationship-building skills Self-motivated with a business-owner mindset Based within reach of Newmarket / Cambridgeshire Why Join Shire / Capricorn Access to local introducer relationships across Cambridgeshire Hybrid flexibility with office support when needed Strong infrastructure allowing you to focus on advising and writing business Backing of a proven, high-performing mortgage platform Opportunity to build a long-term, scalable income stream Important This is a self-employed, commission-only position You must have the right to work in the UK Hybrid working regular access to Newmarket office expected Final Word This role is ideal for advisers who want to move away from restrictive employed roles and build something of their own with the security of existing introducers, strong support, and a recognised brand behind them. If you re driven, commercially focused, and ready to take ownership of your earnings Apply now.
Ellis James Partners Ltd
Financial Adviser
Ellis James Partners Ltd City, London
Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.
Oct 08, 2025
Full time
Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.
Ellis James Partners Ltd
Junior Financial Adviser
Ellis James Partners Ltd City, Manchester
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.
The New Homes Group
Trainee Mortgage Adviser
The New Homes Group Woolston, Warrington
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
Oct 07, 2025
Full time
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
Capio Recruitment Financial Planning
T&C Supervisor
Capio Recruitment Financial Planning Leeds, Yorkshire
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Oct 07, 2025
Full time
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.

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