6 jobs found

Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou

Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm? This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice. You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported. This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one. The Role You will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm's continued growth. Provide day-to-day administrative support to Advisers Process new business across pensions, investments, and protection Prepare client review packs, valuations, and documentation Liaise with providers and clients to obtain information and progress cases Maintain accurate CRM and back-office records (I.O) Assist with technical research and suitability report preparation Support compliance and regulatory processes Deliver exceptional client service throughout the advice process About You Experience within an IFA or wealth management environment Diploma qualified (Level 4) or working towards completion Strong understanding of pensions, investments, and the advice process Excellent organisational skills and high attention to detail Confident communicator with a professional, client-focused approach Ambitious, proactive, and keen to progress into paraplanning What's On Offer £35,000 - £40,000 base salary Annual bonus Clear progression into a Junior Paraplanner role Full study support and exam funding Supportive, approachable leadership team 5 days in office initially, with hybrid flexibility after training Opportunity to join a rapidly growing, forward-thinking firm If this opportunity is of interest, please send your CV to Laura at Financial Divisions:

Mortgage Administrator £30,000 - £35,000 Basic Salary depending on experience Mon-Fri 9am-5pm Possibility of hybrid working after probationary period (subject to ability) - min 3 office days and max 2 WFH days - this will be at the discretion of our client on an individual basis Pension Career & Growth Opportunities Flexible working hours Mentoring, Coaching and Career Progression Opportunities Mortgage Administrator An exciting opportunity is now available within our Administration department and we are looking to expand our vibrant & rapidly growing team. If you would like to be part of a nationally recognised and award winning company, that is fully committed to creating the best possible customer experience, then this could be the role for you! We are seeking a hardworking and reliable individual with proven experience in the mortgage broking industry, essentially as a mortgage administrator / paraplanner for a multi advisor mortgage brokerage. They must have a positive & enthusiastic attitude with the ability to prioritise client requirements at all times, and have the ability to work and problem solve under pressure. Strong attention to detail and working well within a driven team environment & culture, as well as being empathetic to customers and colleagues, are all essential traits. Mortgage Administrator - Responsibilities: Dealing with incoming calls, emails, post and voicemails, responding to any non-advisory queries in a professional and timely manner and referring any advisory queries to the relevant advisor, following these up with the relevant broker to ensure a response has been issued Liaising with solicitors, lenders, estate agents and brokers to progress mortgage applications efficiently from start to finish Ensure our customer service database is kept up to date and that all information held is accurate Keeping clients & associated parties updated on the status of their application(s), ensuring every step of the customer journey is as clear and stress free for the client as possible Inputting cases onto our system, ensuring all details are accurate and all documents have been received in line with our compliance policies Inputting mortgage/insurance applications accurately and completing suitability reports to send to the client with all required information Mortgage Administrator - Key Skills Required: Experience working in a multi-broker mortgage brokerage is essential Excellent written & verbal communication skills Meticulous with a keen eye for detail Positive & enthusiastic attitude with the ability to prioritise our client's needs and requirements at all times Ability to work under pressure and problem solve Computer literate and familiarity with Microsoft Office Well organised with excellent time keeping Mortgage Administrator - Key Experience Required: Liasing with lenders to progress cases from application to offer (obtaining updates and relaying this to clients alongside uploading supporting documentation) Liasing with solicitors to progress cases from offer to completion (updating clients on progress and really pushing cases through not just taking notes and passing on) Checking client mortgage offers against illustration originally provided to a high standard and liaising with brokers in regards to any discrepancies Producing and sending suitability letters to clients confirming advice given Dealing with incoming calls/emails and allocating/responding to queries raised Submitting mortgage applications (this is not essential but experience in this would be advantageous) If you are an experienced Mortgage Administartor who meets the above criteria and are seeking an exciting new challenge, then we would love to see your application! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of! Kings Permanent Recruitment is a Specialist Estate Agency Recruitment Service dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector; Sales, Lettings, Property & Block Management, RICS Surveyors, Land and New Homes, Mortgage and Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment website for all of our vacancies. Find Adam Howes on LinkedIn.

Paraplanner (Rapid Progression to Financial Advisor) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou

Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou

Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.