My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific duties include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers Dealing with client queries Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser O&M Research Buy / Sell upon client / adviser instruction Handling of Deaths - Wills/Executors etc The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided. Salary Information: Up to £30k depending on experience. 21 days holiday 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/103627 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
May 28, 2026
Full time
My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific duties include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers Dealing with client queries Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser O&M Research Buy / Sell upon client / adviser instruction Handling of Deaths - Wills/Executors etc The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided. Salary Information: Up to £30k depending on experience. 21 days holiday 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/103627 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
The New Homes Group
Milton Keynes, Buckinghamshire
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction
May 28, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in our office in Sutton . This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long-term career in the mortgage and wider financial planning world. You'll be part of a close-knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well-rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About You Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office-based environment Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
May 28, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in our office in Sutton . This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long-term career in the mortgage and wider financial planning world. You'll be part of a close-knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well-rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About You Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office-based environment Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Mortgage Operation Supervisor Leicester / Ipswich / Bradford (multi-site) Are you an experienced administrator with a passion for leadership and delivering outstanding customer service? We're looking for an Mortgage Operation Supervisor to support the day-to-day running of a busy mortgage and protection administration team. This is a fantastic opportunity to step into a leadership role where you'll play a key part in driving performance, developing people, and ensuring a smooth customer journey from application through to completion. The Role You'll support the Administration Team Manager in leading a team of Case Handlers, ensuring applications progress efficiently while maintaining exceptional service standards. Key responsibilities include: Managing and motivating a team to achieve performance targets and SLAs Supporting mortgage and protection cases from submission through to completion Communicating effectively with advisers, customers, lenders, solicitors, and other stakeholders Ensuring all documentation is accurate, complete, and submitted on time Monitoring case progress and keeping stakeholders informed Delivering coaching, feedback, and regular 1:1s to develop team members Maintaining compliance with regulatory requirements and data protection standards Contributing to a positive team culture and leading by example Deputising for the Administration Team Manager when required What We're Looking For Experience: Previous experience in an administrative leadership or supervisory role Background in financial services (mortgages and/or insurance preferred) Experience working with multiple stakeholders Skills & Attributes: Strong leadership and team development skills Excellent communication and organisational abilities High attention to detail and a methodical approach Ability to prioritise and manage multiple workloads Customer-focused with a proactive, solution-oriented mindset Resilient, adaptable, and motivated to drive results High level of integrity and professionalism Why Apply? Opportunity to lead and shape a high-performing team Varied and fast-paced role with real impact on customer outcomes Supportive environment with opportunities for development Multi-site exposure across the business Additional Information Travel between sites is required, including occasional overnight stays Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 28, 2026
Full time
Mortgage Operation Supervisor Leicester / Ipswich / Bradford (multi-site) Are you an experienced administrator with a passion for leadership and delivering outstanding customer service? We're looking for an Mortgage Operation Supervisor to support the day-to-day running of a busy mortgage and protection administration team. This is a fantastic opportunity to step into a leadership role where you'll play a key part in driving performance, developing people, and ensuring a smooth customer journey from application through to completion. The Role You'll support the Administration Team Manager in leading a team of Case Handlers, ensuring applications progress efficiently while maintaining exceptional service standards. Key responsibilities include: Managing and motivating a team to achieve performance targets and SLAs Supporting mortgage and protection cases from submission through to completion Communicating effectively with advisers, customers, lenders, solicitors, and other stakeholders Ensuring all documentation is accurate, complete, and submitted on time Monitoring case progress and keeping stakeholders informed Delivering coaching, feedback, and regular 1:1s to develop team members Maintaining compliance with regulatory requirements and data protection standards Contributing to a positive team culture and leading by example Deputising for the Administration Team Manager when required What We're Looking For Experience: Previous experience in an administrative leadership or supervisory role Background in financial services (mortgages and/or insurance preferred) Experience working with multiple stakeholders Skills & Attributes: Strong leadership and team development skills Excellent communication and organisational abilities High attention to detail and a methodical approach Ability to prioritise and manage multiple workloads Customer-focused with a proactive, solution-oriented mindset Resilient, adaptable, and motivated to drive results High level of integrity and professionalism Why Apply? Opportunity to lead and shape a high-performing team Varied and fast-paced role with real impact on customer outcomes Supportive environment with opportunities for development Multi-site exposure across the business Additional Information Travel between sites is required, including occasional overnight stays Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Role: Mortgage & Protection Adviser Location: Brighton Hours: Full-time Pay: £25,000 - £35,000 per annum An excellent opportunity has arisen for a Mortgage & Protection Adviser to join one of our clients, an independent residential and commercial consultancy, with offices across Brighton and London. This is a fantastic opportunity for a fully qualified adviser to join a growing team, offering the chance to build strong client relationships and gain exposure across property funding. Benefits: Opportunity to join a growing and supportive team Exposure to both residential and commercial property funding Commission-based earning potential Varied role across two office locations The Requirements: Fully qualified Mortgage & Protection Adviser Minimum 2 years' experience in a similar role Strong proactive attitude with a focus on client care and relationship building Ability to work effectively within a team environment Clean driving licence Compliant regulatory history Good IT literacy Willingness to learn and contribute to a team environment The Role: Servicing existing clients and managing new enquiries for mortgage and protection products Building and maintaining client relationships Assisting in developing new relationships Working as part of a team to deliver client-focused outcomes If you're keen to join an exceptional team who can offer strong development opportunities within a growing consultancy, then please apply to this Mortgage & Protection Adviser role below or contact Jamie Watson on between 9:00am - 5:30pm.
May 27, 2026
Full time
Role: Mortgage & Protection Adviser Location: Brighton Hours: Full-time Pay: £25,000 - £35,000 per annum An excellent opportunity has arisen for a Mortgage & Protection Adviser to join one of our clients, an independent residential and commercial consultancy, with offices across Brighton and London. This is a fantastic opportunity for a fully qualified adviser to join a growing team, offering the chance to build strong client relationships and gain exposure across property funding. Benefits: Opportunity to join a growing and supportive team Exposure to both residential and commercial property funding Commission-based earning potential Varied role across two office locations The Requirements: Fully qualified Mortgage & Protection Adviser Minimum 2 years' experience in a similar role Strong proactive attitude with a focus on client care and relationship building Ability to work effectively within a team environment Clean driving licence Compliant regulatory history Good IT literacy Willingness to learn and contribute to a team environment The Role: Servicing existing clients and managing new enquiries for mortgage and protection products Building and maintaining client relationships Assisting in developing new relationships Working as part of a team to deliver client-focused outcomes If you're keen to join an exceptional team who can offer strong development opportunities within a growing consultancy, then please apply to this Mortgage & Protection Adviser role below or contact Jamie Watson on between 9:00am - 5:30pm.
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) TRAINING PERIOD IN MILTON KEYNES FOLLOWED BY REMOTE WORKING An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits:
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) TRAINING PERIOD IN MILTON KEYNES FOLLOWED BY REMOTE WORKING An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits:
Mortgage and Protection Advisor Academy Programme Remote / UK-wide Self-employed Commission-based High earning potential Are you ambitious, entrepreneurial, and serious about building a long-term career in Mortgage and Protection advice? Cooper & Parks is looking for driven individuals to join them as a Mortgage and Protection Adviser. This is an opportunity to learn from experienced mortgage professionals, receive structured support, and build your own client base with the backing of an established business. This is not just a job. It is a route into building your own Mortgage and Protection advice business. Why join Cooper & Parks? At Cooper & Parks, advisers are supported to build their own client base, rather than simply servicing someone else s customers. You ll receive training, mentoring and supervision as you develop your knowledge, confidence and skills. As you progress towards competent adviser status, you ll gain more independence and the opportunity to grow your own business. Once authorised and established, there may also be the opportunity to trade under your own business style, under the Cooper & Parks banner. Cooper & Parks is part of Openwork, one of the UK s largest financial advice networks, giving you access to strong infrastructure, compliance support, systems and long-term stability. What you ll gain You ll benefit from: Structured academy training and development Support from experienced mortgage advisers and supervisors Guidance as you work towards competent adviser status The ability to build and retain your own client relationships High commission potential Remote working from anywhere in the UK Access to the tools, systems and support needed to grow The backing of Cooper & Parks and the wider Openwork network Who this would suit This opportunity would suit someone who is: Ambitious, driven and money-motivated Entrepreneurial and keen to build something of their own Interested in mortgage advice, financial services or property Coachable, resilient and willing to learn Comfortable working in a self-employed, commission-based role Organised and able to work remotely You will either be newly qualified, or on-route to being qualified. Previous experience in sales, estate agency, financial services, recruitment, property or customer service would be beneficial, but attitude, work ethic and ambition are just as important. The role As a Mortgage and Protection Advisor, you ll be supported through the early stages of your development with training, supervision and guidance. In the beginning, your work will be closely supported to help you develop in the right way. As you gain experience and demonstrate competence, the level of supervision will reduce, giving you more independence as you build your client base. This is a self-employed opportunity, so you ll need to be proactive, motivated and comfortable with performance-related earnings. For the right person, the long-term rewards can be significant. Interested? If you re serious about becoming a Mortgage and / or Protection broker and want to build your career with the support of an experienced team, we d love to hear from you. Apply today to find out more about joining the Cooper & Parks Financial Services and the Adviser Academy Applicants must have the right to work in the UK.
May 27, 2026
Full time
Mortgage and Protection Advisor Academy Programme Remote / UK-wide Self-employed Commission-based High earning potential Are you ambitious, entrepreneurial, and serious about building a long-term career in Mortgage and Protection advice? Cooper & Parks is looking for driven individuals to join them as a Mortgage and Protection Adviser. This is an opportunity to learn from experienced mortgage professionals, receive structured support, and build your own client base with the backing of an established business. This is not just a job. It is a route into building your own Mortgage and Protection advice business. Why join Cooper & Parks? At Cooper & Parks, advisers are supported to build their own client base, rather than simply servicing someone else s customers. You ll receive training, mentoring and supervision as you develop your knowledge, confidence and skills. As you progress towards competent adviser status, you ll gain more independence and the opportunity to grow your own business. Once authorised and established, there may also be the opportunity to trade under your own business style, under the Cooper & Parks banner. Cooper & Parks is part of Openwork, one of the UK s largest financial advice networks, giving you access to strong infrastructure, compliance support, systems and long-term stability. What you ll gain You ll benefit from: Structured academy training and development Support from experienced mortgage advisers and supervisors Guidance as you work towards competent adviser status The ability to build and retain your own client relationships High commission potential Remote working from anywhere in the UK Access to the tools, systems and support needed to grow The backing of Cooper & Parks and the wider Openwork network Who this would suit This opportunity would suit someone who is: Ambitious, driven and money-motivated Entrepreneurial and keen to build something of their own Interested in mortgage advice, financial services or property Coachable, resilient and willing to learn Comfortable working in a self-employed, commission-based role Organised and able to work remotely You will either be newly qualified, or on-route to being qualified. Previous experience in sales, estate agency, financial services, recruitment, property or customer service would be beneficial, but attitude, work ethic and ambition are just as important. The role As a Mortgage and Protection Advisor, you ll be supported through the early stages of your development with training, supervision and guidance. In the beginning, your work will be closely supported to help you develop in the right way. As you gain experience and demonstrate competence, the level of supervision will reduce, giving you more independence as you build your client base. This is a self-employed opportunity, so you ll need to be proactive, motivated and comfortable with performance-related earnings. For the right person, the long-term rewards can be significant. Interested? If you re serious about becoming a Mortgage and / or Protection broker and want to build your career with the support of an experienced team, we d love to hear from you. Apply today to find out more about joining the Cooper & Parks Financial Services and the Adviser Academy Applicants must have the right to work in the UK.
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) TRAINING PERIOD IN MILTON KEYNES FOLLOWED BY REMOTE WORKING An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with an October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits:
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) TRAINING PERIOD IN MILTON KEYNES FOLLOWED BY REMOTE WORKING An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with an October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits:
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) MANCHESTER BASED TRAINING THEN REMOTE WORKING. An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits:
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) MANCHESTER BASED TRAINING THEN REMOTE WORKING. An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits:
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with an October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre in Milton Kyenes followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with an October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
May 27, 2026
Full time
Fast Track Mortgage Adviser Academy (16 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 11 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary plus guaranteed commission to £30K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 11 weeks of training at our Academy Centre on Oxford Street in Manchester followed by 5 weeks remote training. You will continue to be remote once qualified. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2 full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate Interviews with a October 2026 Start. Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Exten
Mortgage Administrator Fully Remote Quarterly Travel to Bath £25,000 - £28,000 + Bonus + Clear Progression Path An established and growing whole-of-market mortgage brokerage is looking to appoint a Mortgage Administrator to support its busy advisory team. This is an excellent opportunity for somebody with mortgage administration experience looking to join a supportive business with genuine long-term progression into senior operational or leadership positions. Key Responsibilities: Supporting advisers with the end-to-end mortgage application process Managing lender correspondence and progressing cases through to completion Chasing lenders, solicitors and clients for outstanding documentation Maintaining accurate CRM records and compliant case notes Assisting with packaging and submitting mortgage applications Providing excellent client service throughout the customer journey Requirements: Previous mortgage administration experience within a brokerage environment Whole-of-market experience highly desirable Strong organisational and communication skills Ability to manage multiple cases in a fast-paced environment Protection administration experience desirable but not essential Additional Information: Fully remote working Quarterly travel to Bath for team meetings Excellent company culture and supportive environment Clear progression pathway into senior leadership/operations over time
May 26, 2026
Full time
Mortgage Administrator Fully Remote Quarterly Travel to Bath £25,000 - £28,000 + Bonus + Clear Progression Path An established and growing whole-of-market mortgage brokerage is looking to appoint a Mortgage Administrator to support its busy advisory team. This is an excellent opportunity for somebody with mortgage administration experience looking to join a supportive business with genuine long-term progression into senior operational or leadership positions. Key Responsibilities: Supporting advisers with the end-to-end mortgage application process Managing lender correspondence and progressing cases through to completion Chasing lenders, solicitors and clients for outstanding documentation Maintaining accurate CRM records and compliant case notes Assisting with packaging and submitting mortgage applications Providing excellent client service throughout the customer journey Requirements: Previous mortgage administration experience within a brokerage environment Whole-of-market experience highly desirable Strong organisational and communication skills Ability to manage multiple cases in a fast-paced environment Protection administration experience desirable but not essential Additional Information: Fully remote working Quarterly travel to Bath for team meetings Excellent company culture and supportive environment Clear progression pathway into senior leadership/operations over time
This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years. The successful applicant will have some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice. You will now want to achieve a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients. There is the option to work from home or from our office, with our advisers using both arrangements. You will benefit from the support of experienced management and administration teams. Ongoing training is offered, based on your personal development needs, to ensure you are competent and confident in dealing with clients. Your business development will be supported by our network, Quilter Financial Planning, a leading UK financial services business. Meetings may be completed remotely, although we also meet clients face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland. Should you be able to demonstrate integrity, be highly competitive, and be keen to progress as an adviser with real support and guidance, this position could be an excellent opportunity for you. We offer either a self-employed contract (with an initial draw) or an employed package with benefits. For an employed adviser, this would be a 26k pa salary + bonus = 53k pa OTE. For a self-employed adviser, this would be 64.8k pa OTE (initial financial support is available). To apply, please submit your CV plus covering mail (explaining your current situation and your objectives for your future). REF-(Apply online only)
May 26, 2026
Full time
This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years. The successful applicant will have some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice. You will now want to achieve a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients. There is the option to work from home or from our office, with our advisers using both arrangements. You will benefit from the support of experienced management and administration teams. Ongoing training is offered, based on your personal development needs, to ensure you are competent and confident in dealing with clients. Your business development will be supported by our network, Quilter Financial Planning, a leading UK financial services business. Meetings may be completed remotely, although we also meet clients face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland. Should you be able to demonstrate integrity, be highly competitive, and be keen to progress as an adviser with real support and guidance, this position could be an excellent opportunity for you. We offer either a self-employed contract (with an initial draw) or an employed package with benefits. For an employed adviser, this would be a 26k pa salary + bonus = 53k pa OTE. For a self-employed adviser, this would be 64.8k pa OTE (initial financial support is available). To apply, please submit your CV plus covering mail (explaining your current situation and your objectives for your future). REF-(Apply online only)
Job Title: Hybrid Part-Time Mortgage Advisor Location: Rickmansworth, Hertfordshire Salary: £16,500 - £22,000 pro-rata + Uncapped Commission OTE: £35,000 - £50,000+ Job Type: Part-Time, Permanent Are you a qualified CeMAP professional looking for a flexible work-life balance without compromising your income? Cameron James Professional Recruitment is proud to partner with a highly successful, independent brokerage in Rickmansworth to source a skilled part-time mortgage advisor . Our client is a well-established firm experiencing an immense volume of incoming business. The resident senior broker is currently unable to handle the vast amount of quality leads coming through, creating an immediate opening for an experienced professional. If you are seeking a position with high earnings potential that completely respects your personal schedule, this grown-up, flexible hybrid role is designed for you. What's on Offer? Warm Pipeline: Full, unlimited access to a loyal, warm client database with mortgages due for renewal in the next 6, 9, and 12 months. Full Admin Backing: Dedicated mortgage administration support to handle your paperwork, allowing you to focus purely on clients. True Flexibility: Design your hours around your personal life (including weekends if desired). Hybrid Model: Initial training and integration at the Rickmansworth office, evolving into working from home a couple of days a week. The Role: As a hybrid part-time mortgage advisor , you will step into a warm desk providing whole-of-market mortgage and protection advice. The vast majority of your client interactions will be held via phone, Zoom, or Microsoft Teams. You will work closely with the senior broker to deliver an exceptional remortgage service to an existing, dedicated client base. Requirements: Full CeMAP qualification (or equivalent CII/IFS). Previous experience as a mortgage broker, advisor, or banking adviser. Applications are highly encouraged from returners who have left the industry but are looking to return as a part-time mortgage broker . A clean credit history, with no complaints or criminal convictions. A self-motivated, disciplined, and customer-centric attitude. Don't let rigid full-time hours hold your career back. This firm offers the infrastructure, training, and steady stream of leads needed to secure high earnings while working on a schedule that fits your life. Apply Today: To discuss this vacancy in confidence, please submit your CV to Bryn McMillan at Cameron James Professional Recruitment.
May 26, 2026
Full time
Job Title: Hybrid Part-Time Mortgage Advisor Location: Rickmansworth, Hertfordshire Salary: £16,500 - £22,000 pro-rata + Uncapped Commission OTE: £35,000 - £50,000+ Job Type: Part-Time, Permanent Are you a qualified CeMAP professional looking for a flexible work-life balance without compromising your income? Cameron James Professional Recruitment is proud to partner with a highly successful, independent brokerage in Rickmansworth to source a skilled part-time mortgage advisor . Our client is a well-established firm experiencing an immense volume of incoming business. The resident senior broker is currently unable to handle the vast amount of quality leads coming through, creating an immediate opening for an experienced professional. If you are seeking a position with high earnings potential that completely respects your personal schedule, this grown-up, flexible hybrid role is designed for you. What's on Offer? Warm Pipeline: Full, unlimited access to a loyal, warm client database with mortgages due for renewal in the next 6, 9, and 12 months. Full Admin Backing: Dedicated mortgage administration support to handle your paperwork, allowing you to focus purely on clients. True Flexibility: Design your hours around your personal life (including weekends if desired). Hybrid Model: Initial training and integration at the Rickmansworth office, evolving into working from home a couple of days a week. The Role: As a hybrid part-time mortgage advisor , you will step into a warm desk providing whole-of-market mortgage and protection advice. The vast majority of your client interactions will be held via phone, Zoom, or Microsoft Teams. You will work closely with the senior broker to deliver an exceptional remortgage service to an existing, dedicated client base. Requirements: Full CeMAP qualification (or equivalent CII/IFS). Previous experience as a mortgage broker, advisor, or banking adviser. Applications are highly encouraged from returners who have left the industry but are looking to return as a part-time mortgage broker . A clean credit history, with no complaints or criminal convictions. A self-motivated, disciplined, and customer-centric attitude. Don't let rigid full-time hours hold your career back. This firm offers the infrastructure, training, and steady stream of leads needed to secure high earnings while working on a schedule that fits your life. Apply Today: To discuss this vacancy in confidence, please submit your CV to Bryn McMillan at Cameron James Professional Recruitment.
Job Title: Paraplanner Location : Ilkley, West Yorkshire Basic Salary : Up to £42,000 Hours : Mon - Fri - 9am - 5pm Please Note: We ask that only candidates who meet the essential skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered. About our client and the role: Swarm Recruitment is delighted to be supporting an Independent Financial Planning firm, in their search for an experienced Paraplanner. Providing tailored advice to individuals across all areas of personal finance, the business specialises in investment strategy, retirement planning, tax-efficient solutions, and estate planning, delivering holistic advice designed around each client's unique circumstances and long-term goals. With a strong emphasis on building long-term relationships, the firm offers a highly personalised service, combining detailed financial planning with ongoing support, including regular reviews and direct access to advisers. The approach focuses on clarity, simplicity, and helping clients achieve financial confidence and long-term security. This is a lovely opportunity for an experienced Paraplanner and involves supporting Advisers with technical research, report writing, and case preparation across a broad range of financial planning areas (excluding mortgages), working on a whole-of-market basis. You will play a key role in ensuring advice is well-researched, compliant, and clearly documented. This position is suited to someone who enjoys technical financial planning and thrives in a collaborative, small-team environment. Salary & Benefits: Up to £42,000 dependent upon experience The opportunity to work closely with advisers and clients Friendly and collaborative small-team environment Support for professional qualifications 25 days annual leave plus bank holidays 5x death in service cover Pension: 6% employer contribution (increasing to up to 7% next year) Bonus: up to 5% of salary, paid biannually Working Hours & location: Monday - Friday 9am - 5pm Hybrid working considered after probationary period Essential Experience: A Minimum of 3 years' Paraplanning experience Strong technical knowledge of pensions, investments and financial planning Suitability report writing Strong working knowledge of FCA regulatory requirements Excellent written and verbal communication skills Ability to prioritise workload, manage multiple cases and work to deadlines Proactive and collaborative team member Desirable Experience Diploma Level 4 in Financial Planning or working towards - desirable but not essential. Paraplanning experience is of greater importance Knowledge of tax and estate planning strategies Experience supporting whole of market advice Role Responsibilities: Prepare suitability reports and recommendation letters in line with FCA requirements Conduct whole-of-market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb Analyse client fact finds and develop appropriate financial planning strategies Support advisers with complex case preparation and technical queries Review existing client portfolios and produce analysis reports Prepare cashflow models and financial planning projections (e.g. Timeline) Assist with investment portfolio construction where required Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell) Maintain accurate client records using Intelliflo and ensure timely updates Ensure all advice documentation is FCA-compliant and technically accurate Support file checking and ongoing compliance processes Monitor regulatory and product changes affecting client advice Work closely with advisers to develop and implement suitable recommendations 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.
May 26, 2026
Full time
Job Title: Paraplanner Location : Ilkley, West Yorkshire Basic Salary : Up to £42,000 Hours : Mon - Fri - 9am - 5pm Please Note: We ask that only candidates who meet the essential skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered. About our client and the role: Swarm Recruitment is delighted to be supporting an Independent Financial Planning firm, in their search for an experienced Paraplanner. Providing tailored advice to individuals across all areas of personal finance, the business specialises in investment strategy, retirement planning, tax-efficient solutions, and estate planning, delivering holistic advice designed around each client's unique circumstances and long-term goals. With a strong emphasis on building long-term relationships, the firm offers a highly personalised service, combining detailed financial planning with ongoing support, including regular reviews and direct access to advisers. The approach focuses on clarity, simplicity, and helping clients achieve financial confidence and long-term security. This is a lovely opportunity for an experienced Paraplanner and involves supporting Advisers with technical research, report writing, and case preparation across a broad range of financial planning areas (excluding mortgages), working on a whole-of-market basis. You will play a key role in ensuring advice is well-researched, compliant, and clearly documented. This position is suited to someone who enjoys technical financial planning and thrives in a collaborative, small-team environment. Salary & Benefits: Up to £42,000 dependent upon experience The opportunity to work closely with advisers and clients Friendly and collaborative small-team environment Support for professional qualifications 25 days annual leave plus bank holidays 5x death in service cover Pension: 6% employer contribution (increasing to up to 7% next year) Bonus: up to 5% of salary, paid biannually Working Hours & location: Monday - Friday 9am - 5pm Hybrid working considered after probationary period Essential Experience: A Minimum of 3 years' Paraplanning experience Strong technical knowledge of pensions, investments and financial planning Suitability report writing Strong working knowledge of FCA regulatory requirements Excellent written and verbal communication skills Ability to prioritise workload, manage multiple cases and work to deadlines Proactive and collaborative team member Desirable Experience Diploma Level 4 in Financial Planning or working towards - desirable but not essential. Paraplanning experience is of greater importance Knowledge of tax and estate planning strategies Experience supporting whole of market advice Role Responsibilities: Prepare suitability reports and recommendation letters in line with FCA requirements Conduct whole-of-market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb Analyse client fact finds and develop appropriate financial planning strategies Support advisers with complex case preparation and technical queries Review existing client portfolios and produce analysis reports Prepare cashflow models and financial planning projections (e.g. Timeline) Assist with investment portfolio construction where required Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell) Maintain accurate client records using Intelliflo and ensure timely updates Ensure all advice documentation is FCA-compliant and technically accurate Support file checking and ongoing compliance processes Monitor regulatory and product changes affecting client advice Work closely with advisers to develop and implement suitable recommendations 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.
Mortgage Broker / Mortgage Adviser - Doncaster £27,000- £29,000 including car allowance £75,000 OTE Whole-of-Market Proposition Cameron James Professional Recruitment is currently recruiting on behalf of a highly successful estate agency and mortgage brokerage group for an experienced Mortgage Broker / Mortgage Adviser to join their busy Doncaster branch. This is an outstanding opportunity for a fully qualified Mortgage Broker seeking excellent lead generation, strong earning potential, and long-term career progression within one of Europe's largest independent estate agency groups. The successful Mortgage Adviser will benefit from a strong existing client database, regular fresh mortgage leads, and ongoing support from a successful estate agency network. The Role: Provide mortgage and protection advice Conduct client appointments and fact-finds Liaise with estate agency teams and introducers Manage mortgage cases from enquiry through to completion Contact existing clients for remortgage and protection reviews Maintain FCA-compliant advice standards Salary & Benefits: £27,000- £29,000 including car allowance OTE £50,000 Year 1 OTE £75,000 Year 2 Uncapped commission structure Flexible working opportunities Existing client database access Whole-of-market mortgage proposition Long-term progression opportunities Requirements: Full CeMAP, MAQ, CF6, or equivalent qualification Previous Mortgage Broker / Mortgage Adviser experience Strong mortgage and protection knowledge Excellent customer service and communication skills Professional and commercially driven approach This is a rare opportunity for an ambitious Mortgage Broker to join a highly reputable business offering excellent lead flow and strong earnings potential. For more information, please contact: Bryn McMillan Financial Services Recruitment Director
May 26, 2026
Full time
Mortgage Broker / Mortgage Adviser - Doncaster £27,000- £29,000 including car allowance £75,000 OTE Whole-of-Market Proposition Cameron James Professional Recruitment is currently recruiting on behalf of a highly successful estate agency and mortgage brokerage group for an experienced Mortgage Broker / Mortgage Adviser to join their busy Doncaster branch. This is an outstanding opportunity for a fully qualified Mortgage Broker seeking excellent lead generation, strong earning potential, and long-term career progression within one of Europe's largest independent estate agency groups. The successful Mortgage Adviser will benefit from a strong existing client database, regular fresh mortgage leads, and ongoing support from a successful estate agency network. The Role: Provide mortgage and protection advice Conduct client appointments and fact-finds Liaise with estate agency teams and introducers Manage mortgage cases from enquiry through to completion Contact existing clients for remortgage and protection reviews Maintain FCA-compliant advice standards Salary & Benefits: £27,000- £29,000 including car allowance OTE £50,000 Year 1 OTE £75,000 Year 2 Uncapped commission structure Flexible working opportunities Existing client database access Whole-of-market mortgage proposition Long-term progression opportunities Requirements: Full CeMAP, MAQ, CF6, or equivalent qualification Previous Mortgage Broker / Mortgage Adviser experience Strong mortgage and protection knowledge Excellent customer service and communication skills Professional and commercially driven approach This is a rare opportunity for an ambitious Mortgage Broker to join a highly reputable business offering excellent lead flow and strong earnings potential. For more information, please contact: Bryn McMillan Financial Services Recruitment Director
