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
Pareto Financial Planning, part of K3 Advisory Group's Wealth Management division, have an opportunity to join our Manchester office (3 days onsite) as an Employee Benefits Administrator. The role is to provide first-class administration support to the Employee Benefits department working together with a team of Employee Benefits Advisers, in order that we may provide the corporate client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance. Key Duties Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans. By key point of contact for your bank of corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for general queries. Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner. Liaise with clients to obtain data required for Quotation. Examine data to ensure it is compliant with scheme rules, client's needs. Obtain Quotations from Providers at both New business & Renewal Stage. Collate quote results into a comparisons for Advisers to sign off for recommendations. Deal with the on risk and set up of new Employee Benefits Schemes. Renew or Switch schemes as directed by the Adviser team. Check & Issue Policy Documents & Accounts. Process Joiners/Leavers to PMI in a timely manner. Process Group Risk Claims. Produce Governance reports for Group Pensions. Provide analytics on clients for Adviser team. Answer Incoming call enquiries in to the business in a professional manner and redirect where required. Manage incoming/outgoing emails and post. Responsible for dairy management of work for your assigned clients keeping to agreed SLAs. Ensure Back Office System is kept up to date and all client records are updated correctly and promptly in line with internal processes. Issue Invoices & manage any aged debt. Ensure fees are recorded internally in line with processes and SLA. Compliance Adhere to FCA regulations in accordance with our compliance procedures. With Compliance Department assistance, keep up to date with legislation/compliance matters. Consumer Duty and TCF (Treating Customers Fairly) - pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement. Relationships Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients. Maintain an effective ongoing relationship with your bank of clients. Establish good ongoing working relationships with product providers. Required Skills & Experience Previous experience within Employee Benefits administration (managing Group Life Assurance / Insurance schemes particuarly beneficial). Proficient in Microsoft Office applications. Self-motivation and organisational skills. A good level of numeracy and it skills. A target-driven mind-set. CII qualifications desirable but not essential.
May 26, 2026
Full time
Pareto Financial Planning, part of K3 Advisory Group's Wealth Management division, have an opportunity to join our Manchester office (3 days onsite) as an Employee Benefits Administrator. The role is to provide first-class administration support to the Employee Benefits department working together with a team of Employee Benefits Advisers, in order that we may provide the corporate client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance. Key Duties Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans. By key point of contact for your bank of corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for general queries. Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner. Liaise with clients to obtain data required for Quotation. Examine data to ensure it is compliant with scheme rules, client's needs. Obtain Quotations from Providers at both New business & Renewal Stage. Collate quote results into a comparisons for Advisers to sign off for recommendations. Deal with the on risk and set up of new Employee Benefits Schemes. Renew or Switch schemes as directed by the Adviser team. Check & Issue Policy Documents & Accounts. Process Joiners/Leavers to PMI in a timely manner. Process Group Risk Claims. Produce Governance reports for Group Pensions. Provide analytics on clients for Adviser team. Answer Incoming call enquiries in to the business in a professional manner and redirect where required. Manage incoming/outgoing emails and post. Responsible for dairy management of work for your assigned clients keeping to agreed SLAs. Ensure Back Office System is kept up to date and all client records are updated correctly and promptly in line with internal processes. Issue Invoices & manage any aged debt. Ensure fees are recorded internally in line with processes and SLA. Compliance Adhere to FCA regulations in accordance with our compliance procedures. With Compliance Department assistance, keep up to date with legislation/compliance matters. Consumer Duty and TCF (Treating Customers Fairly) - pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement. Relationships Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients. Maintain an effective ongoing relationship with your bank of clients. Establish good ongoing working relationships with product providers. Required Skills & Experience Previous experience within Employee Benefits administration (managing Group Life Assurance / Insurance schemes particuarly beneficial). Proficient in Microsoft Office applications. Self-motivation and organisational skills. A good level of numeracy and it skills. A target-driven mind-set. CII qualifications desirable but not essential.
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
May 26, 2026
Full time
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
At Alzheimer's Society, we believe no one should face dementia alone. Every conversation, every visit and every small moment of reassurance can make a real difference. We are looking for a warm, thoughtful and organised Dementia Adviser to join our supportive team in Derbyshire working 28 hours per week on a fixed term basis until July 2027. You will work closely with people living with dementia and those who care about them, providing ongoing support. You will listen carefully, understand what matters most to each person and offer guidance that helps them feel steadier and more confident as their situation changes. Your days will be varied and meaningful. You might be visiting someone at home, offering calm reassurance over the phone, or working closely with other professionals to make sure the right support is in place. We operate a triage system for new referrals and you will play your part in making sure people are responded to quickly and thoughtfully. You will manage your own caseload, keeping clear and accurate records, while always seeing the person behind the paperwork. You will be part of a caring and dynamic local team who share ideas, reflect together and support one another. There will be time to meet as a team and opportunities to keep growing your knowledge of dementia, with your manager and colleagues alongside you. About you You will have: - An understanding of dementia, or a willingness to learn about the experiences of people living with dementia and those who care for them. - Experience providing information, guidance, advice or emotional support - this could be from health, social care, community, voluntary, customer service or other people focused roles. - You will be able to listen and communicate, with the ability to build trust and rapport with people from a wide range of backgrounds. - The ability to manage your workload effectively, with appropriate support and tools, and to balance competing priorities. - Confidence using IT systems to maintain accurate and confidential records. - A compassionate, non-judgemental and person-centred approach, with respect for diversity and individual lived experiences. - The ability to travel independently across Bolsover Derbyshire, with the ability to cover other areas of Derbyshire as required. - The confidence and ability to communicate with a wide range of people, adapting your approach to ensure understanding. You will be required to speak publicly at events about dementia, delivering information and signposting people to further resources and networks. Please don't be put off from applying if you don't meet every single requirement listed. We recognise the value of transferable skills and lived experience, and we're keen to hear from candidates who can demonstrate potential, capability and a willingness to learn. Key Responsibilities: - Build supportive, trusting relationships with people living with dementia and their carers across, recognising and respecting individual needs and circumstances. - Provide personalised information, advice and emotional support that reflects each person's culture, background, values and preferences. - Deliver support through home visits, telephone contact and partnership working with other professionals. - Participate in the triage rota, ensuring new referrals are handled promptly, sensitively and equitably. - Manage a defined caseload, maintaining accurate, respectful and confidential records. - Signpost and connect individuals to appropriate local services and community networks, reducing isolation and increasing access to support. - Work collaboratively within a supportive team environment, contributing to reflective practice and continuous improvement. Interviews for this role have been provisionally scheduled to take place via Teams week commencing 8 June About Alzheimer's Society Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime. At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be. Together with our supporters, we're working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for. Our commitment to Equity, Diversity, Inclusion & Belonging We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society. We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. Our hiring process During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice. We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice. We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website. Giving back to you Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
May 26, 2026
Full time
At Alzheimer's Society, we believe no one should face dementia alone. Every conversation, every visit and every small moment of reassurance can make a real difference. We are looking for a warm, thoughtful and organised Dementia Adviser to join our supportive team in Derbyshire working 28 hours per week on a fixed term basis until July 2027. You will work closely with people living with dementia and those who care about them, providing ongoing support. You will listen carefully, understand what matters most to each person and offer guidance that helps them feel steadier and more confident as their situation changes. Your days will be varied and meaningful. You might be visiting someone at home, offering calm reassurance over the phone, or working closely with other professionals to make sure the right support is in place. We operate a triage system for new referrals and you will play your part in making sure people are responded to quickly and thoughtfully. You will manage your own caseload, keeping clear and accurate records, while always seeing the person behind the paperwork. You will be part of a caring and dynamic local team who share ideas, reflect together and support one another. There will be time to meet as a team and opportunities to keep growing your knowledge of dementia, with your manager and colleagues alongside you. About you You will have: - An understanding of dementia, or a willingness to learn about the experiences of people living with dementia and those who care for them. - Experience providing information, guidance, advice or emotional support - this could be from health, social care, community, voluntary, customer service or other people focused roles. - You will be able to listen and communicate, with the ability to build trust and rapport with people from a wide range of backgrounds. - The ability to manage your workload effectively, with appropriate support and tools, and to balance competing priorities. - Confidence using IT systems to maintain accurate and confidential records. - A compassionate, non-judgemental and person-centred approach, with respect for diversity and individual lived experiences. - The ability to travel independently across Bolsover Derbyshire, with the ability to cover other areas of Derbyshire as required. - The confidence and ability to communicate with a wide range of people, adapting your approach to ensure understanding. You will be required to speak publicly at events about dementia, delivering information and signposting people to further resources and networks. Please don't be put off from applying if you don't meet every single requirement listed. We recognise the value of transferable skills and lived experience, and we're keen to hear from candidates who can demonstrate potential, capability and a willingness to learn. Key Responsibilities: - Build supportive, trusting relationships with people living with dementia and their carers across, recognising and respecting individual needs and circumstances. - Provide personalised information, advice and emotional support that reflects each person's culture, background, values and preferences. - Deliver support through home visits, telephone contact and partnership working with other professionals. - Participate in the triage rota, ensuring new referrals are handled promptly, sensitively and equitably. - Manage a defined caseload, maintaining accurate, respectful and confidential records. - Signpost and connect individuals to appropriate local services and community networks, reducing isolation and increasing access to support. - Work collaboratively within a supportive team environment, contributing to reflective practice and continuous improvement. Interviews for this role have been provisionally scheduled to take place via Teams week commencing 8 June About Alzheimer's Society Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime. At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be. Together with our supporters, we're working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for. Our commitment to Equity, Diversity, Inclusion & Belonging We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society. We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. Our hiring process During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice. We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice. We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website. Giving back to you Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance 4 x Death in Service Our client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing practice in the Sutton Coldfield area. The business provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16688
May 26, 2026
Full time
IFA Administrator Sutton Coldfield Salary up to 28,000 Free Parking Private Health Insurance 4 x Death in Service Our client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing practice in the Sutton Coldfield area. The business provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service. Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers " CF1, R01, or equivalent desirable. " Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face. " Proficiency in Intelligent Office and Microsoft Office. " An understanding and working knowledge around pensions and investments " Outstanding organisational skills " New business processing " Getting quotes, inputting data, liaising with pension/investment companies, dealing with clients and advisers " Managing data on Intelligent Office " Experience of using Intelligent Office is desirable " Managing investments on wrap platforms. We predominantly use Standard Life but also Old Mutual, Transact, Novia, Ascentric and AJ Bell " In return our client offers a competitive salary and will fully support the applicant through exams so that they attain Certificate level and beyond to Diploma Level. For further information please contact one of our specialist consultants quoting REF: NJR16688
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Please note, internal applications for this role close on 21/05/2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
May 26, 2026
Full time
Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Please note, internal applications for this role close on 21/05/2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language
Job Title: Client Service Executive Industry: Financial Planning Location: Gatwick Salary: up to £35,000 Job Reference: 10380 Job Description: Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick. Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE's to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities. Duties: Liaise with clients to arrange meetings, update information, answer queries and more Prepare meeting packs and annual review packs Ensure new business is added to the system Manage documents with confidentiality and in a timely manner General administration duties Benefits: Competitive salary of up to £35000 Hybrid working Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experience working in Financial Planning industry Good administration skills, with the duties listed above Strong understanding of UK products and regulations About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Client Service Executive.
May 26, 2026
Full time
Job Title: Client Service Executive Industry: Financial Planning Location: Gatwick Salary: up to £35,000 Job Reference: 10380 Job Description: Recruit UK are working on a Client Service Executive role for a Financial Planning firm in Gatwick. Our client is a long standing and highly successful financial planning firm, who specialise in Wealth Planning with clients across the UK. This opportunity is working in their Gatwick office, working alongside a team of CSE's to support the Financial Advisers and Paraplanners. You will have ample opportunity to progress your career, with lots of progression and development opportunities. Duties: Liaise with clients to arrange meetings, update information, answer queries and more Prepare meeting packs and annual review packs Ensure new business is added to the system Manage documents with confidentiality and in a timely manner General administration duties Benefits: Competitive salary of up to £35000 Hybrid working Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experience working in Financial Planning industry Good administration skills, with the duties listed above Strong understanding of UK products and regulations About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Client Service Executive.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported
May 26, 2026
Full time
My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city. The Role Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice. Key Responsibilities Providing high-level technical and administrative support to Financial Planning Partners and advisers Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently Meeting and greeting clients and visitors, ensuring a professional and welcoming experience Managing the end-to-end client lifecycle, from onboarding through to ongoing servicing Processing new business submissions accurately and efficiently using bespoke financial services software Managing and maintaining accurate client records on the Practice CRM system Keeping back-office systems up to date with live files, detailed case notes, and supporting documentation Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes Taking ownership of more complex cases and seeing them through to resolution Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures Assisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements Liaising with product providers, and other third parties as required Identifying opportunities to improve administrative processes and contribute to the development of internal procedures Supporting, training, and mentoring members of the administration team when required Providing ad-hoc support to the Partners and Operations Manager as needed About You To be successful in this role, you will ideally have: Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environment Experience supporting advisers and managing complex client cases Excellent customer service skills, with the ability to build trusted and long-lasting client relationships A proactive, self-motivated approach and the ability to work with minimal supervision Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers High attention to detail and strong problem-solving ability Excellent written and verbal communication skills, with strong literacy and numeracy Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems A calm, professional approach when working under pressure Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch. My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days. Pension Parking Professional qualifications are supported
Are you passionate about making a real difference in people s lives? Do you want a rewarding role where you can use your skills to inspire, support and empower others to build a brighter future? If so, we d love to hear from you. We re currently recruiting an Employment Adviser to join our supportive and dedicated team. In this role, you ll provide tailored advice, guidance and encouragement to help participants overcome barriers to employment and achieve realistic, sustainable job goals. You ll manage a diverse caseload, supporting individuals throughout their journey into work. Acting as a trusted coach and mentor, you ll build strong, positive relationships motivating, challenging and empowering people to recognise their potential and move confidently towards employment. Our ideal candidate will be passionate about people and driven by impact. You ll bring excellent customer service skills, a motivational approach and the resilience to work towards targets. You ll be proactive, solutions focused and comfortable working independently, using your initiative to overcome challenges in a fast-paced environment. That said, we don t expect you to tick every box. What matters most is your commitment to delivering first-class support and your belief in our mission to empower lives and improve communities. Your unique experiences, perspective and passion will help us grow and enable you to grow too. This is a truly rewarding opportunity to influence positive change, develop meaningful relationships, and help others build a better future while doing work that genuinely matters. In return for your dedication, knowledge, and commitment, we're offering a competitive salary range of £26,500 to £29,545 per annum (dependent on experience) with these great additional benefits: • 25 days annual leave + Bank Holidays + Birthday Day off (with the opportunity to buy additional days) • 2 Volunteer Days • Pension - 5% Employee 5% Employer • Healthcare Cash Plan, incl. 3 x salary life assurance • Annual Pay Review • Refer a Friend Scheme • Free access to BenefitHub an online portal with access to a wide range of retail discounts, cycle to work scheme and additional voluntary benefits There s also the opportunity to progress your career within the Seetec Group. Interested? There s an easy to apply route below to upload your CV! If you need any further information, talk to our experienced Internal Recruitment Team on (phone number removed). Seetec Group is an employee-owned organisation and we continually pride ourselves on our sense of community, both in the incredible work we do throughout UK and Ireland, and internally with our employee owners. People are at the front, centre and heart of every service we provide and each decision we make. Location : This is an office-based role, working in Poole Hours: 37 hours a week. Monday to Thursday 8.30 am to 5pm, Friday 8.30 am to 4.30pm Closing Date: 08 June 2026 Key Responsibilities Manage a caseload of participants, supporting them to overcome barriers and progress into sustainable employment Meet and strive to exceed personal performance targets (KPIs)Deliver a positive, high quality experience for all customers, ensuring strong engagement with the programme Complete assessments to understand individual circumstances, goals and support needs Job search, digital and interview support to match customers to suitable roles Engage with employers to market candidates and understand recruitment needs Maintain accurate, compliant customer records and evidence of job outcomesWork collaboratively with partners and support services to maximise customer success Actively contribute to continuous improvement, safeguarding, data protection and professional development Adhere to the company s policies and procedures always, including safeguarding, equality, diversity and inclusion, quality, health and safety and IT. To undertake any other duties, as required, appropriate to the post
May 26, 2026
Full time
Are you passionate about making a real difference in people s lives? Do you want a rewarding role where you can use your skills to inspire, support and empower others to build a brighter future? If so, we d love to hear from you. We re currently recruiting an Employment Adviser to join our supportive and dedicated team. In this role, you ll provide tailored advice, guidance and encouragement to help participants overcome barriers to employment and achieve realistic, sustainable job goals. You ll manage a diverse caseload, supporting individuals throughout their journey into work. Acting as a trusted coach and mentor, you ll build strong, positive relationships motivating, challenging and empowering people to recognise their potential and move confidently towards employment. Our ideal candidate will be passionate about people and driven by impact. You ll bring excellent customer service skills, a motivational approach and the resilience to work towards targets. You ll be proactive, solutions focused and comfortable working independently, using your initiative to overcome challenges in a fast-paced environment. That said, we don t expect you to tick every box. What matters most is your commitment to delivering first-class support and your belief in our mission to empower lives and improve communities. Your unique experiences, perspective and passion will help us grow and enable you to grow too. This is a truly rewarding opportunity to influence positive change, develop meaningful relationships, and help others build a better future while doing work that genuinely matters. In return for your dedication, knowledge, and commitment, we're offering a competitive salary range of £26,500 to £29,545 per annum (dependent on experience) with these great additional benefits: • 25 days annual leave + Bank Holidays + Birthday Day off (with the opportunity to buy additional days) • 2 Volunteer Days • Pension - 5% Employee 5% Employer • Healthcare Cash Plan, incl. 3 x salary life assurance • Annual Pay Review • Refer a Friend Scheme • Free access to BenefitHub an online portal with access to a wide range of retail discounts, cycle to work scheme and additional voluntary benefits There s also the opportunity to progress your career within the Seetec Group. Interested? There s an easy to apply route below to upload your CV! If you need any further information, talk to our experienced Internal Recruitment Team on (phone number removed). Seetec Group is an employee-owned organisation and we continually pride ourselves on our sense of community, both in the incredible work we do throughout UK and Ireland, and internally with our employee owners. People are at the front, centre and heart of every service we provide and each decision we make. Location : This is an office-based role, working in Poole Hours: 37 hours a week. Monday to Thursday 8.30 am to 5pm, Friday 8.30 am to 4.30pm Closing Date: 08 June 2026 Key Responsibilities Manage a caseload of participants, supporting them to overcome barriers and progress into sustainable employment Meet and strive to exceed personal performance targets (KPIs)Deliver a positive, high quality experience for all customers, ensuring strong engagement with the programme Complete assessments to understand individual circumstances, goals and support needs Job search, digital and interview support to match customers to suitable roles Engage with employers to market candidates and understand recruitment needs Maintain accurate, compliant customer records and evidence of job outcomesWork collaboratively with partners and support services to maximise customer success Actively contribute to continuous improvement, safeguarding, data protection and professional development Adhere to the company s policies and procedures always, including safeguarding, equality, diversity and inclusion, quality, health and safety and IT. To undertake any other duties, as required, appropriate to the post
About the Role We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey - from initial enquiry to completion - ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services. Key Responsibilities Client Advice & Relationship Management Provide expert mortgage and protection advice tailored to each client's financial circumstances and goals. Conduct thorough fact-find assessments to understand client needs. Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner. Build long-term relationships with clients, estate agents, and other referral partners. Mortgage Process & Compliance Manage the full mortgage process - application, submission, and follow-through to completion. Ensure all recommendations follow regulatory requirements and internal compliance standards. Maintain accurate, up-to-date client records and documentation. Stay informed on current mortgage products, lending criteria, and market changes. Performance & Business Development Work proactively to convert leads into completed mortgage applications. Develop and maintain strong relationships with referral partners to maximise lead flow. Meet agreed performance targets for activity, compliance, and customer satisfaction. Identify additional opportunities for appropriate protection products and financial solutions. Skills & Experience Required CeMAP (or equivalent) qualification - essential . Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor. Strong understanding of mortgage products, underwriting processes, and lender criteria. Excellent communication and rapport-building skills. Ability to work independently and manage a busy pipeline of clients. High level of professionalism, customer focus, and attention to detail. What We Offer Competitive commission structure and generous earning potential. High-quality, consistent lead sources. Full administrative and compliance support. Opportunities for progression, development, and additional qualifications. Office-based, Hybrid or self-employed models available depending on location and business structure. A supportive, collaborative working culture with strong operational backing. Ideal Candidate Profile We're looking for someone who is: Confident in giving regulated mortgage and protection advice. Highly driven, proactive, and thrives in a sales-through-service environment. Able to build trust quickly with clients and partners. Organised and capable of managing multiple cases at varying stages. Motivated for both customer outcomes and commercial success
May 25, 2026
Full time
About the Role We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey - from initial enquiry to completion - ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services. Key Responsibilities Client Advice & Relationship Management Provide expert mortgage and protection advice tailored to each client's financial circumstances and goals. Conduct thorough fact-find assessments to understand client needs. Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner. Build long-term relationships with clients, estate agents, and other referral partners. Mortgage Process & Compliance Manage the full mortgage process - application, submission, and follow-through to completion. Ensure all recommendations follow regulatory requirements and internal compliance standards. Maintain accurate, up-to-date client records and documentation. Stay informed on current mortgage products, lending criteria, and market changes. Performance & Business Development Work proactively to convert leads into completed mortgage applications. Develop and maintain strong relationships with referral partners to maximise lead flow. Meet agreed performance targets for activity, compliance, and customer satisfaction. Identify additional opportunities for appropriate protection products and financial solutions. Skills & Experience Required CeMAP (or equivalent) qualification - essential . Proven experience as a Mortgage Advisor or Mortgage & Protection Advisor. Strong understanding of mortgage products, underwriting processes, and lender criteria. Excellent communication and rapport-building skills. Ability to work independently and manage a busy pipeline of clients. High level of professionalism, customer focus, and attention to detail. What We Offer Competitive commission structure and generous earning potential. High-quality, consistent lead sources. Full administrative and compliance support. Opportunities for progression, development, and additional qualifications. Office-based, Hybrid or self-employed models available depending on location and business structure. A supportive, collaborative working culture with strong operational backing. Ideal Candidate Profile We're looking for someone who is: Confident in giving regulated mortgage and protection advice. Highly driven, proactive, and thrives in a sales-through-service environment. Able to build trust quickly with clients and partners. Organised and capable of managing multiple cases at varying stages. Motivated for both customer outcomes and commercial success
Mortgage Broker / Mortgage Adviser - Barnsley £27,000 - £29,000 Basic 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 Barnsley 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 a highly respected business. The successful Mortgage Adviser will benefit from strong introducer relationships, regular fresh mortgage leads, and access to an extensive existing client database. The Role: Provide mortgage and protection advice Conduct client appointments and fact-finds Liaise with estate agency teams and introducers Manage mortgage applications from enquiry through to completion Contact existing clients for remortgage and protection reviews Maintain FCA-compliant advice standards Salary & Benefits: £27,000 - £29,000 basic salary including car allowance OTE £50,000 Year 1 OTE £75,000 Year 2 Uncapped commission structure Existing client database access Whole-of-market mortgage proposition Flexible working opportunities Long-term progression opportunities Requirements: Full CeMAP qualification, MAQ, CF6, or equivalent 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, strong support, and genuine high earnings potential. For more information, please contact: Bryn McMillan Financial Services Recruitment Director
May 25, 2026
Full time
Mortgage Broker / Mortgage Adviser - Barnsley £27,000 - £29,000 Basic 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 Barnsley 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 a highly respected business. The successful Mortgage Adviser will benefit from strong introducer relationships, regular fresh mortgage leads, and access to an extensive existing client database. The Role: Provide mortgage and protection advice Conduct client appointments and fact-finds Liaise with estate agency teams and introducers Manage mortgage applications from enquiry through to completion Contact existing clients for remortgage and protection reviews Maintain FCA-compliant advice standards Salary & Benefits: £27,000 - £29,000 basic salary including car allowance OTE £50,000 Year 1 OTE £75,000 Year 2 Uncapped commission structure Existing client database access Whole-of-market mortgage proposition Flexible working opportunities Long-term progression opportunities Requirements: Full CeMAP qualification, MAQ, CF6, or equivalent 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, strong support, and genuine high earnings potential. For more information, please contact: Bryn McMillan Financial Services Recruitment Director
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
May 25, 2026
Full time
Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Business Development Manager UP to 35,000 OTE 80,000 TOP earners earn 140,000. Hours of work: Monday - Friday + 1 Saturday every 4 weeks To sit client demos and generate new business opportunities. Responsible for achieving monthly KPIs input & output metrics and business revenue targets. FCA-regulated insurance experience. Diary management. Ensure the pipeline is managed daily to promote a dynamic, fast-paced sales journey. Working as an ally to your peers whilst working collaboratively with dedicated BSCs to ensure high team performance. Leading from the front to promote high-quality performance and demo bookings via your dedicated BDM. Be a trusted adviser to ensure a consultative and solution-led approach to product proposals. To engage and communicate professionally with decision-makers at a senior level. To build effective relationships with existing customers, by use of probing questioning, clarification, and language. To add value by positively and enthusiastically discussing our company, brand, values, and products & services to ensure that a professional image is always provided to customers and colleagues. Maintaining and exceeding the highest standards of professionalism and customer service. To be accountable for performance at all levels Self-generate opportunity through social selling and prospect/client referrals. Achieving targets and business objectives in a fully compliant manner Key Points: Passionate about sales: Whether it's hitting targets, the power of persuasion, or figuring out what makes people tick - sales is what gives you energy! Excited to be a trailblazer: You will be the first one on the sales team, so you'll be setting the standards in a fast-paced and agile environment. Results- & Data-driven: You like diving into the numbers and figuring out the WHY behind the results Proactive, organised and detail-oriented: Sales at Charlie is high-volume, you'll be managing a lot of leads, keeping the momentum of conversations going, and not letting things slip through the net. A self-starter: You can work alone but also motivate and influence other teams when needed. Benefits Uncapped monthly commission. Daily, weekly and monthly incentives Profit share scheme 25 days' holiday, plus bank holidays Day off on your birthday Perkbox discounts Holidays increase after 2- and 5-years' service. Pension Plan and Life Insurance Onsite Gym INDPSAL 47920TLR The Portfolio Group are acting on behalf of our client in recruiting for this position.
May 25, 2026
Full time
Business Development Manager UP to 35,000 OTE 80,000 TOP earners earn 140,000. Hours of work: Monday - Friday + 1 Saturday every 4 weeks To sit client demos and generate new business opportunities. Responsible for achieving monthly KPIs input & output metrics and business revenue targets. FCA-regulated insurance experience. Diary management. Ensure the pipeline is managed daily to promote a dynamic, fast-paced sales journey. Working as an ally to your peers whilst working collaboratively with dedicated BSCs to ensure high team performance. Leading from the front to promote high-quality performance and demo bookings via your dedicated BDM. Be a trusted adviser to ensure a consultative and solution-led approach to product proposals. To engage and communicate professionally with decision-makers at a senior level. To build effective relationships with existing customers, by use of probing questioning, clarification, and language. To add value by positively and enthusiastically discussing our company, brand, values, and products & services to ensure that a professional image is always provided to customers and colleagues. Maintaining and exceeding the highest standards of professionalism and customer service. To be accountable for performance at all levels Self-generate opportunity through social selling and prospect/client referrals. Achieving targets and business objectives in a fully compliant manner Key Points: Passionate about sales: Whether it's hitting targets, the power of persuasion, or figuring out what makes people tick - sales is what gives you energy! Excited to be a trailblazer: You will be the first one on the sales team, so you'll be setting the standards in a fast-paced and agile environment. Results- & Data-driven: You like diving into the numbers and figuring out the WHY behind the results Proactive, organised and detail-oriented: Sales at Charlie is high-volume, you'll be managing a lot of leads, keeping the momentum of conversations going, and not letting things slip through the net. A self-starter: You can work alone but also motivate and influence other teams when needed. Benefits Uncapped monthly commission. Daily, weekly and monthly incentives Profit share scheme 25 days' holiday, plus bank holidays Day off on your birthday Perkbox discounts Holidays increase after 2- and 5-years' service. Pension Plan and Life Insurance Onsite Gym INDPSAL 47920TLR The Portfolio Group are acting on behalf of our client in recruiting for this position.
Kick start a career in Financial Services Full CII Study Support Beautiful new offices Financial Planning and Support Assistant - Tunbridge Wells - Full Study Support CII Ready to kick-start a successful career in Financial Planning with a company that truly invests in your future? Become a fully qualified Financial Adviser where you will earn £40k-£60k salary and OTE of £60k-£90k plus . An exciting opportunity has arisen for a motivated and ambitious individual to join a highly respected Financial Planning firm based in Tunbridge Wells. This is far more than just an entry-level role - it's a genuine career pathway into becoming a qualified Financial Adviser within 2-3 years. Whether you're a graduate, have strong A-levels, or simply have the drive and determination to succeed, this role offers the perfect opportunity to break into the Financial Services industry with full training, support, and long-term progression. About the role As a Financial Planning Support Assistant, you'll become an integral part of a friendly and professional team, supporting Consultants, Paraplanners, and clients on a daily basis. You'll gain valuable hands-on experience across all areas of financial planning, including: Providing exceptional client support and customer service Assisting with administrative and reporting tasks Supporting consultants and paraplanners with client documentation and processes Producing weekly and monthly reports Developing your financial planning knowledge and technical understanding Building the foundations for progression into a Financial Planning Consultant role This is the ideal opportunity for someone who wants a clear career path, professional development, and the chance to grow within a supportive and forward-thinking environment. What's in it for you Basic Salary: £24,000 - £36,000 DOE Annual team bonus 33 days holiday including bank holidays Additional 3 days off over Christmas Pension scheme Life Insurance Wellbeing benefits including discounts on gyms, cinema, holidays and more Full training and career development support Structured pathway to becoming a qualified Financial Adviser What we are looking for The successful candidate will be: Ideally a degree in a relevant subject or A Level If you have some experience and qualifications in the Financial Services Industry that would be brilliant, but is not essentialYou will have a good knowledge of Microsoft Office (Word/Excel/PowerPoint) Enthusiastic, driven, and eager to learn Highly organised with strong attention to detail Numerate and confident working with figures Comfortable using Microsoft Office Professional with excellent communication skills Previous financial services experience would be beneficial, but it is not essential. About the company This established and highly regarded Financial Planning firm is known for developing talent and supporting employees to achieve their long-term career ambitions. You'll be joining a collaborative and welcoming team environment where progression, learning, and personal growth are genuinely encouraged. If you're looking for an opportunity that can truly shape your future career, this could be the perfect next step. Apply today or contact Jo Marsden-Strong on or for more information - early applications are encouraged.In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
May 25, 2026
Full time
Kick start a career in Financial Services Full CII Study Support Beautiful new offices Financial Planning and Support Assistant - Tunbridge Wells - Full Study Support CII Ready to kick-start a successful career in Financial Planning with a company that truly invests in your future? Become a fully qualified Financial Adviser where you will earn £40k-£60k salary and OTE of £60k-£90k plus . An exciting opportunity has arisen for a motivated and ambitious individual to join a highly respected Financial Planning firm based in Tunbridge Wells. This is far more than just an entry-level role - it's a genuine career pathway into becoming a qualified Financial Adviser within 2-3 years. Whether you're a graduate, have strong A-levels, or simply have the drive and determination to succeed, this role offers the perfect opportunity to break into the Financial Services industry with full training, support, and long-term progression. About the role As a Financial Planning Support Assistant, you'll become an integral part of a friendly and professional team, supporting Consultants, Paraplanners, and clients on a daily basis. You'll gain valuable hands-on experience across all areas of financial planning, including: Providing exceptional client support and customer service Assisting with administrative and reporting tasks Supporting consultants and paraplanners with client documentation and processes Producing weekly and monthly reports Developing your financial planning knowledge and technical understanding Building the foundations for progression into a Financial Planning Consultant role This is the ideal opportunity for someone who wants a clear career path, professional development, and the chance to grow within a supportive and forward-thinking environment. What's in it for you Basic Salary: £24,000 - £36,000 DOE Annual team bonus 33 days holiday including bank holidays Additional 3 days off over Christmas Pension scheme Life Insurance Wellbeing benefits including discounts on gyms, cinema, holidays and more Full training and career development support Structured pathway to becoming a qualified Financial Adviser What we are looking for The successful candidate will be: Ideally a degree in a relevant subject or A Level If you have some experience and qualifications in the Financial Services Industry that would be brilliant, but is not essentialYou will have a good knowledge of Microsoft Office (Word/Excel/PowerPoint) Enthusiastic, driven, and eager to learn Highly organised with strong attention to detail Numerate and confident working with figures Comfortable using Microsoft Office Professional with excellent communication skills Previous financial services experience would be beneficial, but it is not essential. About the company This established and highly regarded Financial Planning firm is known for developing talent and supporting employees to achieve their long-term career ambitions. You'll be joining a collaborative and welcoming team environment where progression, learning, and personal growth are genuinely encouraged. If you're looking for an opportunity that can truly shape your future career, this could be the perfect next step. Apply today or contact Jo Marsden-Strong on or for more information - early applications are encouraged.In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Have you got great people skills and a passion for recruitment? Would you like to work in a customer facing role and make a positive impact on people and their communities? Then consider the role of a Recruitment Manager at Reed in Partnership. Please note, this role will be covering both Wisbech and Huntingdon areas. Therefore, a full UK driving licence and access to a vehicle is essential for this role. What is the role about? The Recruitment Manager is responsible for creating and identifying new business opportunities within the local area by developing strong working relationships with employers and bringing on board new employment opportunities for people on our programmes. The role requires you to work with a wide range of stakeholders, both internal & external, who will all have differing priorities. As a Recruitment Manager you'll be required to work alongside them to achieve the common goal Just some of your day-to-day responsibilities will include: Identifying new business opportunities and winning new clients Promoting an awareness on Reed in Partnership services and benefits Maximising the repeating business opportunities through building and maintaining relationships with employers Working closely with other teams including Employment Advisers and Skills Trainers Planning and conducting events such as jobs fairs and employer days Post-placement support and account management What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website With the chance to dramatically make a difference to the local community, this role offers immense job satisfaction. At Reed in Partnership, we live and breathe our values in every decision and action taken, resulting in a collaborative and enjoyable culture within our offices. Our company values - we are fair open and honest; we take ownership, and we work together. To be successful in this role, we are looking for someone with: Essential Criteria: A successful track record of working in a sales environment, an account management or business development role (both face to face presenting and telephone sales experience). Demonstrable experience of working to targets. A willingness to travel locally (e.g., to meet customers/employers) with good knowledge of local labour market. A minimum of 2 A-Levels or an equivalent Level 3 Diploma. GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. ? Desirable Criteria: Experience of working in recruitment, publicly funded services, or other similar sectors Access to own vehicle to travel within the local area. Experience of working in a customer facing environment (i.e., Customer Services, Hospitality, Social Care, Customer Services) Interest in people and willingness to go the extra mile. Interest in career and personal development
May 25, 2026
Full time
Have you got great people skills and a passion for recruitment? Would you like to work in a customer facing role and make a positive impact on people and their communities? Then consider the role of a Recruitment Manager at Reed in Partnership. Please note, this role will be covering both Wisbech and Huntingdon areas. Therefore, a full UK driving licence and access to a vehicle is essential for this role. What is the role about? The Recruitment Manager is responsible for creating and identifying new business opportunities within the local area by developing strong working relationships with employers and bringing on board new employment opportunities for people on our programmes. The role requires you to work with a wide range of stakeholders, both internal & external, who will all have differing priorities. As a Recruitment Manager you'll be required to work alongside them to achieve the common goal Just some of your day-to-day responsibilities will include: Identifying new business opportunities and winning new clients Promoting an awareness on Reed in Partnership services and benefits Maximising the repeating business opportunities through building and maintaining relationships with employers Working closely with other teams including Employment Advisers and Skills Trainers Planning and conducting events such as jobs fairs and employer days Post-placement support and account management What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website With the chance to dramatically make a difference to the local community, this role offers immense job satisfaction. At Reed in Partnership, we live and breathe our values in every decision and action taken, resulting in a collaborative and enjoyable culture within our offices. Our company values - we are fair open and honest; we take ownership, and we work together. To be successful in this role, we are looking for someone with: Essential Criteria: A successful track record of working in a sales environment, an account management or business development role (both face to face presenting and telephone sales experience). Demonstrable experience of working to targets. A willingness to travel locally (e.g., to meet customers/employers) with good knowledge of local labour market. A minimum of 2 A-Levels or an equivalent Level 3 Diploma. GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. ? Desirable Criteria: Experience of working in recruitment, publicly funded services, or other similar sectors Access to own vehicle to travel within the local area. Experience of working in a customer facing environment (i.e., Customer Services, Hospitality, Social Care, Customer Services) Interest in people and willingness to go the extra mile. Interest in career and personal development
Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward. This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you re used to liaising with customers on a regular basis. Key Responsibilities Answering inbound and making outbound calls to clients Dealing with enquiries via email and acting as the first point of contact for queries Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business Updating and taking notes in internal systems and databases Taking payments over the phone from customers Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details Chasing other departments for outstanding documentation Key Experience: Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal Good communicator, confident liaising with colleagues, third parties and clients of all levels Able to work both independently and as part of a team Confident updating internal systems Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times Excellent customer service skills, confident being the first point of contact for queries This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry. This would be a great role for someone looking to transition their experience in to a Financial Services role or someone looking to move into a customer-focused position. CVs are being reviewed so please apply now for immediate consideration.
May 25, 2026
Full time
Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward. This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you re used to liaising with customers on a regular basis. Key Responsibilities Answering inbound and making outbound calls to clients Dealing with enquiries via email and acting as the first point of contact for queries Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business Updating and taking notes in internal systems and databases Taking payments over the phone from customers Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details Chasing other departments for outstanding documentation Key Experience: Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal Good communicator, confident liaising with colleagues, third parties and clients of all levels Able to work both independently and as part of a team Confident updating internal systems Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times Excellent customer service skills, confident being the first point of contact for queries This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry. This would be a great role for someone looking to transition their experience in to a Financial Services role or someone looking to move into a customer-focused position. CVs are being reviewed so please apply now for immediate consideration.
Insurance Adviser £28,000 - £32,000 Depending on Experience Telford Permanent Monday to Friday 9am to 5.30pm An exciting opportunity has arisen to work for an established branch of a professional financial services company based within the Telford area . They are looking to recruit a Client Advisor to join their existing team on a permanent basis. As a Client Adviser within the team, you ll play a key role in the success of an expanding local business by ensuring our customers receive a first-class service. Duties include: Providing client with an excellent customer service experience. Handling policy changes Providing new business quotations Handling claims and renewals and providing customers with necessary service and advice The ability to work to targets and deadlines A flexible approach and the ability to work as part of a team Skills and Experience: To be considered for this excellent opportunity, we are looking for a bright, professional and dynamic individual who is really passionate about giving clients a fantastic customer experience. We really would love to find someone who has insurance industry experience. You will be comfortable juggling a busy workload at times, but still ensuring a consistently high quality of service is always provided and you build a lasting rapport with clients. We need you to have A people person with drive, energy, and enthusiasm. Strong interpersonal skills, communication skills and relationship building abilities. Pro-active and the ability to work independently. Experience of and an understanding of the insurance/financial sector is preferable but not essential. Strong IT Literacy: experience with Customer Relationship Management Systems is an advantage. Minimum requirement of Grade C or equivalent in Maths and English The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26776
May 25, 2026
Full time
Insurance Adviser £28,000 - £32,000 Depending on Experience Telford Permanent Monday to Friday 9am to 5.30pm An exciting opportunity has arisen to work for an established branch of a professional financial services company based within the Telford area . They are looking to recruit a Client Advisor to join their existing team on a permanent basis. As a Client Adviser within the team, you ll play a key role in the success of an expanding local business by ensuring our customers receive a first-class service. Duties include: Providing client with an excellent customer service experience. Handling policy changes Providing new business quotations Handling claims and renewals and providing customers with necessary service and advice The ability to work to targets and deadlines A flexible approach and the ability to work as part of a team Skills and Experience: To be considered for this excellent opportunity, we are looking for a bright, professional and dynamic individual who is really passionate about giving clients a fantastic customer experience. We really would love to find someone who has insurance industry experience. You will be comfortable juggling a busy workload at times, but still ensuring a consistently high quality of service is always provided and you build a lasting rapport with clients. We need you to have A people person with drive, energy, and enthusiasm. Strong interpersonal skills, communication skills and relationship building abilities. Pro-active and the ability to work independently. Experience of and an understanding of the insurance/financial sector is preferable but not essential. Strong IT Literacy: experience with Customer Relationship Management Systems is an advantage. Minimum requirement of Grade C or equivalent in Maths and English The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours . If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26776
James Phillip Financial Recruitment
Northampton, Northamptonshire
James Phillip Financial Recruitment are working with a local Chartered Wealth company, looking to bring three Account Managers on board. As a member of the Wealth Administration Department, the role will be to support and assist the Wealth Managers and Technical team by liaising with providers and clients and to build and maintain strong relationships with new and existing clients with a high standard of service. General Duties: Ensuring client files are kept up to date, both electronic and paper files Sending LOAs to providers and following up on this to ensure we have information on client's policies, summarising the information in a succinct and accurate manner for the advisers to review Managing diaries and organising meetings and appointments, often controlling access to the Wealth Manager Booking and arranging travel, transport and accommodation Liaising with team managers on behalf of the Wealth Manager to ensure all their work is completed in a timely and efficient manner General admin duties including printing, scanning, filing and sending letters to clients and providers Ensuring the Customer Relationship Management System (Intelligent Office) is kept up to date including activities for clients and client information Experience Required - 5+ years in a clerical or personal support role. Previous experience in Financial services preferable, but not required. Qualifications Required: A good level of general education, ideally degree educated. FA1, FA2, R01 and CF1 desirable Please forward CV for consideration
May 25, 2026
Full time
James Phillip Financial Recruitment are working with a local Chartered Wealth company, looking to bring three Account Managers on board. As a member of the Wealth Administration Department, the role will be to support and assist the Wealth Managers and Technical team by liaising with providers and clients and to build and maintain strong relationships with new and existing clients with a high standard of service. General Duties: Ensuring client files are kept up to date, both electronic and paper files Sending LOAs to providers and following up on this to ensure we have information on client's policies, summarising the information in a succinct and accurate manner for the advisers to review Managing diaries and organising meetings and appointments, often controlling access to the Wealth Manager Booking and arranging travel, transport and accommodation Liaising with team managers on behalf of the Wealth Manager to ensure all their work is completed in a timely and efficient manner General admin duties including printing, scanning, filing and sending letters to clients and providers Ensuring the Customer Relationship Management System (Intelligent Office) is kept up to date including activities for clients and client information Experience Required - 5+ years in a clerical or personal support role. Previous experience in Financial services preferable, but not required. Qualifications Required: A good level of general education, ideally degree educated. FA1, FA2, R01 and CF1 desirable Please forward CV for consideration
Client Relationship Administrator Location: Chorley, Lancashire (PR7) Salary: £23,500 per annum + bonus - working 5 days per week - full time Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of an impactful and fast-paced team at a highly respected Appointed Representative of St. James's Place Plc. The company provides high-quality bespoke financial advice and services to individuals, businesses, executives, managers, families, and entrepreneurs. Their vision is to make the world of financial planning as positive, fun and stress free as possible. The Rewards: Strong, caring, and collaborative working environment The chance to develop yourself and extend your skills and experience Joining a motivated team that works hard to create a long-term impact and a continuing success of their Practice Reward & Recognition Scheme The company fosters a fun, positive, caring, professional, and innovative environment for both employees and clients and believe in treating everyone as equals so everyone feels heard and respected. A direct result of this is that the whole team shares their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Client Relationship Administrator You will be tasked with superb levels of support to clients and the team You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisers You will be processing new business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Relationship Administrator To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to think on your feet Good time management and planning skills with the ability to multi-task Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion Demonstrate a positive attitude and high level of care and integrity Openness to change with a creative approach to problem solving, focusing on positive solutions St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 25, 2026
Full time
Client Relationship Administrator Location: Chorley, Lancashire (PR7) Salary: £23,500 per annum + bonus - working 5 days per week - full time Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of an impactful and fast-paced team at a highly respected Appointed Representative of St. James's Place Plc. The company provides high-quality bespoke financial advice and services to individuals, businesses, executives, managers, families, and entrepreneurs. Their vision is to make the world of financial planning as positive, fun and stress free as possible. The Rewards: Strong, caring, and collaborative working environment The chance to develop yourself and extend your skills and experience Joining a motivated team that works hard to create a long-term impact and a continuing success of their Practice Reward & Recognition Scheme The company fosters a fun, positive, caring, professional, and innovative environment for both employees and clients and believe in treating everyone as equals so everyone feels heard and respected. A direct result of this is that the whole team shares their skills and knowledge to deliver an unrivalled level of service to their clients. The Role: Client Relationship Administrator You will be tasked with superb levels of support to clients and the team You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients and diary management for the Partner and Advisers You will be processing new business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Relationship Administrator To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to think on your feet Good time management and planning skills with the ability to multi-task Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion Demonstrate a positive attitude and high level of care and integrity Openness to change with a creative approach to problem solving, focusing on positive solutions St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Sales Adviser High Wycombe £28372 per annum Full-time (37.5 hours per week, 5 days over Monday-Saturday, 09:00-17:00) Full Job Description Sales Adviser High Wycombe £28372 per annum Full-time (37.5 hours per week, 5 days over Monday Saturday, 09 00) Are you passionate about delivering outstanding customer service and enjoy working in a hands-on retail environment? I am recruiting for a motivated and enthusiastic Sales Adviser to join a well-established, growing business with a long-standing reputation for quality and expertise. This is a fantastic opportunity to join a growing organisation that supplies high-quality products to a diverse customer base. The Role You ll be at the heart of the showroom, providing expert advice and delivering a first-class customer experience. From helping customers choose the right products to ensuring smooth order processing, you ll play a key role in driving sales and maintaining high standards. Key Responsibilities Deliver exceptional customer service at all times Confidently assist customers with enquiries, orders, and product advice Build strong product knowledge to recommend suitable solutions and alternatives Maximise sales opportunities through upselling and product matching Process orders accurately and efficiently Resolve customer queries to a high standard Maintain showroom presentation, ensuring displays are clean, priced, and well organised Support stock handling, deliveries, and general warehouse duties Assist customers with loading products when required Contribute to stock takes and general store operations What We re Looking For A proactive and customer-focused approach Strong communication and interpersonal skills Ability to work both independently and as part of a team Attention to detail and good organisational skills Willingness to learn and develop product expertise A driving licence and access to a vehicle is preferred (occasional travel to other branches may be required) What s on Offer Company pension scheme Employee discounts Cycle to work scheme Enhanced family leave (maternity & paternity) Health & wellbeing support Company events On-site parking Sick pay
May 25, 2026
Full time
Sales Adviser High Wycombe £28372 per annum Full-time (37.5 hours per week, 5 days over Monday-Saturday, 09:00-17:00) Full Job Description Sales Adviser High Wycombe £28372 per annum Full-time (37.5 hours per week, 5 days over Monday Saturday, 09 00) Are you passionate about delivering outstanding customer service and enjoy working in a hands-on retail environment? I am recruiting for a motivated and enthusiastic Sales Adviser to join a well-established, growing business with a long-standing reputation for quality and expertise. This is a fantastic opportunity to join a growing organisation that supplies high-quality products to a diverse customer base. The Role You ll be at the heart of the showroom, providing expert advice and delivering a first-class customer experience. From helping customers choose the right products to ensuring smooth order processing, you ll play a key role in driving sales and maintaining high standards. Key Responsibilities Deliver exceptional customer service at all times Confidently assist customers with enquiries, orders, and product advice Build strong product knowledge to recommend suitable solutions and alternatives Maximise sales opportunities through upselling and product matching Process orders accurately and efficiently Resolve customer queries to a high standard Maintain showroom presentation, ensuring displays are clean, priced, and well organised Support stock handling, deliveries, and general warehouse duties Assist customers with loading products when required Contribute to stock takes and general store operations What We re Looking For A proactive and customer-focused approach Strong communication and interpersonal skills Ability to work both independently and as part of a team Attention to detail and good organisational skills Willingness to learn and develop product expertise A driving licence and access to a vehicle is preferred (occasional travel to other branches may be required) What s on Offer Company pension scheme Employee discounts Cycle to work scheme Enhanced family leave (maternity & paternity) Health & wellbeing support Company events On-site parking Sick pay
