Are you an experienced Mortgage Advisor looking for a flexible, self employed Mortgage Advisor job where you can grow your earnings while supporting others? This Mortgage Advisor job offers a unique opportunity to combine advising with mentoring, within a collaborative and supportive environment. In this Mortgage Advisor job, you will play a key role in helping a growing financial services firm expand its mortgage offering, while supporting trainee advisers as they work towards full competency. Your responsibilities in this Mortgage Advisor role will include: • Advising clients on suitable mortgage solutions and managing cases from enquiry through to completion • Supervising and mentoring trainee advisers, allowing them to observe meetings and develop their skills • Generating your own business, whilst also benefiting from company provided leads and joint marketing activities • Collaborating with other advisers through events and shared business opportunities This Mortgage Advisor job offers excellent long term potential, with the opportunity to become a key figure in a growing advisory team and help shape the future of the business. Mortgage Advisor Requirements • CAS status as a Mortgage Advisor is essential • Proven experience writing mortgage business independently • Ability to generate own leads alongside company support • Experience mentoring or supporting junior advisers is desirable • Level 3 CeMAP (or equivalent) qualification required The Company This is a growing and ambitious financial services firm, offering mortgage and protection advice. They are building a diverse and collaborative team, with a strong focus on supporting advisers to succeed and grow together. Mortgage Advisor Benefits • Self employed Mortgage Advisor role with high commission splits • Circa 75 to 80% on self generated business and strong splits on company leads • Additional £500 per month for mentoring responsibilities • Ongoing earning potential through leads, events and referrals • Remote working with flexible schedule • Regular team events and optional meet ups • Opportunity to be part of a growing business with long term progression Location This Mortgage Broker job is fully remote, with applicants considered from across the UK. Occasional travel for team events may be beneficial. If you are an experienced Mortgage Broker seeking a flexible and rewarding Mortgage Broker job, apply today to explore this opportunity further. 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
Jun 20, 2026
Full time
Are you an experienced Mortgage Advisor looking for a flexible, self employed Mortgage Advisor job where you can grow your earnings while supporting others? This Mortgage Advisor job offers a unique opportunity to combine advising with mentoring, within a collaborative and supportive environment. In this Mortgage Advisor job, you will play a key role in helping a growing financial services firm expand its mortgage offering, while supporting trainee advisers as they work towards full competency. Your responsibilities in this Mortgage Advisor role will include: • Advising clients on suitable mortgage solutions and managing cases from enquiry through to completion • Supervising and mentoring trainee advisers, allowing them to observe meetings and develop their skills • Generating your own business, whilst also benefiting from company provided leads and joint marketing activities • Collaborating with other advisers through events and shared business opportunities This Mortgage Advisor job offers excellent long term potential, with the opportunity to become a key figure in a growing advisory team and help shape the future of the business. Mortgage Advisor Requirements • CAS status as a Mortgage Advisor is essential • Proven experience writing mortgage business independently • Ability to generate own leads alongside company support • Experience mentoring or supporting junior advisers is desirable • Level 3 CeMAP (or equivalent) qualification required The Company This is a growing and ambitious financial services firm, offering mortgage and protection advice. They are building a diverse and collaborative team, with a strong focus on supporting advisers to succeed and grow together. Mortgage Advisor Benefits • Self employed Mortgage Advisor role with high commission splits • Circa 75 to 80% on self generated business and strong splits on company leads • Additional £500 per month for mentoring responsibilities • Ongoing earning potential through leads, events and referrals • Remote working with flexible schedule • Regular team events and optional meet ups • Opportunity to be part of a growing business with long term progression Location This Mortgage Broker job is fully remote, with applicants considered from across the UK. Occasional travel for team events may be beneficial. If you are an experienced Mortgage Broker seeking a flexible and rewarding Mortgage Broker job, apply today to explore this opportunity further. 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
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
Jun 20, 2026
Full time
An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.
IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744
Jun 19, 2026
Full time
IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Jun 19, 2026
Full time
Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Job Title: T&C Manager Industry: Financial Planning Location: Remote Salary: £60,000 Job Reference: 10409 Job Description: Are you a remote T&C Manager working in the Financial Planning industry and looking for a new challenge? We have an exciting opportunity for a T&C Manager to join a financial planning firm, who specialise in offering expert advice to clients across the UK. You will be supporting trainee IFA's to reach CAS and will play a pivotal role in their adviser journey throughout their career. You won't be doing it along as there is already an established team of T&C Manager and supervisors, who you will work closely alongside. Duties: Ensure the Financial Planners under your umbrella are supervised under the T&C scheme Deliver new entrant training and further training where required Work closely with the T&C team Assessment using KPI's to identify developmental areas, agree CPD, deliver training etc Benefits: Competitive salary of up to £60,000 Discretionary bonus Remote role, with occasional travel 25 days annual leave, +/- 5 days Christmas closure 8% pension scheme Private medical insurance Flexi benefits scheme Continued professional development Annual salary reviews Exam funding and support Skills and experience required: Experience working in a T&C role within financial planning Level 4 Diploma minimum, ideally also got AF6 and/or J07 Solid understanding of FCA regulations and UK market Experience providing effective coaching and training
Jun 18, 2026
Full time
Job Title: T&C Manager Industry: Financial Planning Location: Remote Salary: £60,000 Job Reference: 10409 Job Description: Are you a remote T&C Manager working in the Financial Planning industry and looking for a new challenge? We have an exciting opportunity for a T&C Manager to join a financial planning firm, who specialise in offering expert advice to clients across the UK. You will be supporting trainee IFA's to reach CAS and will play a pivotal role in their adviser journey throughout their career. You won't be doing it along as there is already an established team of T&C Manager and supervisors, who you will work closely alongside. Duties: Ensure the Financial Planners under your umbrella are supervised under the T&C scheme Deliver new entrant training and further training where required Work closely with the T&C team Assessment using KPI's to identify developmental areas, agree CPD, deliver training etc Benefits: Competitive salary of up to £60,000 Discretionary bonus Remote role, with occasional travel 25 days annual leave, +/- 5 days Christmas closure 8% pension scheme Private medical insurance Flexi benefits scheme Continued professional development Annual salary reviews Exam funding and support Skills and experience required: Experience working in a T&C role within financial planning Level 4 Diploma minimum, ideally also got AF6 and/or J07 Solid understanding of FCA regulations and UK market Experience providing effective coaching and training
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Trainee Paraplanner to join their Cardiff regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Trainee Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Trainee Paraplanner to join their Cardiff regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Trainee Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Jun 18, 2026
Full time
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 17, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Independent Financial Adviser Leeds Up to £55,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit an employed Financial Adviser to join their highly respected team. This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service. The Role: Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will: Provide holistic, independent financial advice to a loyal client base Deliver recommendations across pensions, investments, protection, and tax-efficient planning Manage an existing client bank - with full administrative and paraplanning support Conduct client meetings and reviews in line with FCA regulations Ensure all work is carried out with precision, compliance, and the highest level of professionalism About You: We're looking for an adviser who can demonstrate: Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser Ideally achieved CAS already Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential Strong technical knowledge across a full range of IFA products Excellent attention to detail and a meticulous approach to research and suitability report preparation A genuine client-first mindset, with the ability to build lasting relationships Ambition to progress towards Chartered status - full support provided What's on Offer: Salary up to £55,000, depending on experience Client bank available Bonus structure and clear career progression opportunities Hybrid working options (after probation) Full study support towards Chartered status Opportunity to join an award-winning Chartered firm with an outstanding professional reputation This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision. To find out more or to apply, please contact NJR Recruitment quoting NJR16763 in confidence.
Jun 17, 2026
Full time
Independent Financial Adviser Leeds Up to £55,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit an employed Financial Adviser to join their highly respected team. This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service. The Role: Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will: Provide holistic, independent financial advice to a loyal client base Deliver recommendations across pensions, investments, protection, and tax-efficient planning Manage an existing client bank - with full administrative and paraplanning support Conduct client meetings and reviews in line with FCA regulations Ensure all work is carried out with precision, compliance, and the highest level of professionalism About You: We're looking for an adviser who can demonstrate: Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser Ideally achieved CAS already Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential Strong technical knowledge across a full range of IFA products Excellent attention to detail and a meticulous approach to research and suitability report preparation A genuine client-first mindset, with the ability to build lasting relationships Ambition to progress towards Chartered status - full support provided What's on Offer: Salary up to £55,000, depending on experience Client bank available Bonus structure and clear career progression opportunities Hybrid working options (after probation) Full study support towards Chartered status Opportunity to join an award-winning Chartered firm with an outstanding professional reputation This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision. To find out more or to apply, please contact NJR Recruitment quoting NJR16763 in confidence.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 17, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Taylor Rose is seeking a dedicated Private Client Solicitor to join our expanding team. Delivering on our trademark 'Smart Modern Law' philosophy , you will manage a high-quality, varied caseload encompassing wills, LPAs, estate planning, complex probate, and trusts while working under a supportive hybrid working model . Supported by advanced case management technology, you will build trusted, lifelong client relationships without the burden of rigid, old-fashioned corporate constraints. Key Responsibilities: Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred. Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout. Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers. Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team. Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development. Meeting KPIs and managing billing, WIP and financial performance of matters, with the ability to promote commercial awareness in others. Contributing to business development, networking and the growth of the department, including developing and maintaining your own client relationships. Ensuring compliance with all regulatory and professional obligations and maintaining high standards. Championing a positive team culture and promoting the firm's values across the department. Qualifications and Skills: Qualified Solicitor or Chartered Legal Executive with at least 5 years' PQE in private client work. Strong technical knowledge of wills, LPAs, probate, trusts and inheritance tax planning. Experience advising on complex matters, including HNW estates and multi-generational planning. STEP qualification or working towards STEP is desirable. Proficiency in case management systems Strong drafting, communication and organisational skills.
Jun 16, 2026
Full time
Taylor Rose is seeking a dedicated Private Client Solicitor to join our expanding team. Delivering on our trademark 'Smart Modern Law' philosophy , you will manage a high-quality, varied caseload encompassing wills, LPAs, estate planning, complex probate, and trusts while working under a supportive hybrid working model . Supported by advanced case management technology, you will build trusted, lifelong client relationships without the burden of rigid, old-fashioned corporate constraints. Key Responsibilities: Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred. Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout. Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers. Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team. Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development. Meeting KPIs and managing billing, WIP and financial performance of matters, with the ability to promote commercial awareness in others. Contributing to business development, networking and the growth of the department, including developing and maintaining your own client relationships. Ensuring compliance with all regulatory and professional obligations and maintaining high standards. Championing a positive team culture and promoting the firm's values across the department. Qualifications and Skills: Qualified Solicitor or Chartered Legal Executive with at least 5 years' PQE in private client work. Strong technical knowledge of wills, LPAs, probate, trusts and inheritance tax planning. Experience advising on complex matters, including HNW estates and multi-generational planning. STEP qualification or working towards STEP is desirable. Proficiency in case management systems Strong drafting, communication and organisational skills.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary Car Allowance £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Birchington, Kent
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 16, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! 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 for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
