57 jobs found

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.

Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

Mortgage Advisor / Mortgage Broker Location: Basildon, Essex Basic Salary: £30,000 Realistic OTE: £60,000 - £85,000+ Job Type: Permanent Full-Time Mortgage Advisor Opportunity - Whole-of-Market Estate Agency Leads High Earnings Cameron James Professional Recruitment is delighted to be exclusively partnering with a highly successful, independent estate agency in Basildon to recruit an experienced Mortgage Advisor / Mortgage Broker . If you're an experienced Mortgage Advisor looking for quality estate agency leads, uncapped earning potential and genuine career progression, this represents one of the strongest opportunities currently available in Essex. Working within a busy, high-performing estate agency branch, you'll benefit from a consistent flow of qualified appointments, an established remortgage client database and a whole-of-market proposition, allowing you to maximise both customer outcomes and your earnings. The Opportunity This is an excellent opportunity to inherit a busy mortgage desk within an established estate agency where you'll receive 8-10 qualified mortgage appointments every week from a successful in-house sales team. You'll advise clients across: Residential Mortgages Remortgages Buy-to-Let Mortgages First-Time Buyer Mortgages Protection Products including Life Insurance and Critical Illness Cover The Basildon property market continues to perform exceptionally well, with average property values around £350,000 and many homes exceeding £700,000 , creating excellent case values and outstanding commission opportunities. Alongside new business, you'll also have access to an existing client database, providing ongoing remortgage, product transfer and protection opportunities. What's on Offer? £30,000 Basic Salary Realistic OTE of £60,000 - £85,000+ Uncapped commission structure 8-10 qualified mortgage appointments every week Whole-of-market mortgage proposition Existing remortgage pipeline Panel of leading protection providers Full administration support Full compliance support Excellent career progression Established independent estate agency Friendly, supportive and professional team Your Responsibilities As a Mortgage Advisor / Mortgage Broker, you'll: Provide expert whole-of-market mortgage advice. Recommend suitable protection products. Manage mortgage applications from initial enquiry through to completion. Build strong relationships with estate agency colleagues and clients. Maximise mortgage, remortgage and protection opportunities. Deliver outstanding customer service. Ensure all advice is fully FCA compliant. Build a sustainable pipeline through repeat business and referrals. About You To be considered, you'll ideally have: Full CeMAP qualification (or equivalent) Competent Adviser Status (CAS) Previous experience as a Mortgage Advisor or Mortgage Broker Strong knowledge of mortgage and protection products Excellent communication and relationship-building skills A customer-first approach Strong organisational and pipeline management skills Full UK driving licence Clean credit history Applications are welcomed from experienced: Mortgage Advisors Mortgage Brokers Mortgage & Protection Advisors Whole-of-Market Mortgage Advisors Estate Agency Mortgage Advisors Why Apply? If you're looking to join an independent estate agency that genuinely invests in its Mortgage Advisors and provides a consistent supply of quality leads, this opportunity offers everything needed to build a long-term, successful career. With a competitive basic salary, uncapped commission, excellent administration support and realistic earnings of £60,000-£85,000+ , this is an outstanding opportunity for an ambitious Mortgage Advisor to maximise their potential. Apply Today For a confidential discussion regarding this opportunity, please contact: Bryn McMillan Financial Services Recruitment Director Cameron James Professional Recruitment Apply today to take the next step in your Mortgage Advisor career.

£27,000 Basic Salary £60,000 OTE £2,500 Car Allowance Warm leads, full training and a structured career path into mortgage advice Award-winning employer with 33 days' holiday, uncapped commission INDSSTrainee Mortgage AdvisorChatham, Kent £27,000 Basic Salary £60,000 OTE £2,500 Car Allowance Are you looking to start or develop your career in mortgage advice with a company that will invest in your training, development and long-term success? An exciting opportunity has arisen to join a leading and award-winning financial services business as a Trainee Mortgage Advisor based in Chatham . You'll receive full support, warm leads and a structured career path while working towards becoming a successful Mortgage Advisor. The Role Working alongside experienced advisers and estate agency teams, you'll build relationships with customers, provide mortgage and protection advice, and help clients secure the right mortgage solution for their needs. Key Responsibilities Providing mortgage and protection advice to customers Building relationships with clients to generate repeat and referral business Working closely with estate agency colleagues to maximise warm leads Identifying new business opportunities and proactively generating referrals Accessing whole-of-market mortgage products to find the best solutions Managing customer cases from enquiry through to completion Maintaining FCA compliance and delivering excellent customer service About You Passionate about helping people achieve their homeownership goals Excellent communication and relationship-building skills Self-motivated, driven and target focused Professional, organised and customer focused Able to work independently and as part of a successful team Full UK Driving Licence required (Essential) CeMAP qualification or working towards CeMAP is advantageous The Package £27,000 Basic Salary £2,500 Car Allowance Realistic £60,000 OTE Uncapped Commission Warm Leads Provided Full Training & Development Structured Career Progression 33 Days Paid Holiday Additional Birthday Leave Pension Scheme Life Insurance Employee Rewards & Incentives Employee Assistance Programme Paid Charity Event Entry Fees This is an excellent opportunity to join a business that genuinely invests in its people, rewards success and offers clear progression into a long-term career in mortgage advice. Apply today and take the first step towards a rewarding career in financial services Contact: If you are interested in this role, click apply or contact Samantha Sykes at Rayner Personnel. Please Note: Rayner Personnel - Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search. We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future.

Mortgage & Protection Specialist - Join Mortgage Advice Bureau (MAB) Location: MAB Kent Full-time; Employed OR Self Employed, Hybrid Kent areaSalary: Competitive circa £60k - £70,000 OTE (Uncapped Commission) Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service. Are you passionate about helping people protect what matters most? We're on the lookout for a motivated and customer-focused Mortgage & Protection Specialist to join our growing team, based in Kent! What You'll Be Doing: Provide expert advice on a full range of protection products, including life insurance, critical illness, income protection and family income benefit. Work closely with Mortgage Advisers and clients to understand their needs and recommend tailored protection solutions. Ensure all advice is compliant and in line with MAB's high standards. Build lasting relationships with clients through exceptional service and trust What's in it for you? Access to high-quality, warm leads from an established mortgage client base. Supportive and dynamic working environment with ongoing training and development. Opportunity to work under a nationally recognised brand with a proven track record and one of MAB's top performing business partners in the UK! Uncapped earnings potential - you control your income, employed & self employed packages available. What We're Looking For: Experience in a mortgage & protection advisory role (minimum 1 year preferred). Excellent knowledge of protection products and the current market. Strong ethical standards and a genuine desire to do the right thing for clients. Great communication, listening, and relationship-building skills. CeMAP or equivalent protection-related qualifications (RO5) are essential Interested? Let's talk. Apply directly! Whether you're looking for more flexibility, stronger support or a fresh challenge, we'd love to hear from you

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.

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.

Job Title: Customer Advisor Location: Leeds city centre Pay Rate: 14.02p/hr Hours: Monday - Friday. Rotating shift pattern with 7 hour shifts starting from 8am and finishing up to 9pm. Rota is on a 6 week basis and can be provided if needed. Hybrid Working : First 8 weeks will be office based, and then you can work 3 days from home after your training is signed off. Contract Type: Temporary - 6 months initially with potential for progression. Start Date : 14th September 2026 The Stockbroking Senior Customer Advisor offers a dynamic entry point into the financial services sector, particularly within the stockbroking domain. You'll grow and learn in an environment that recognises the importance of team collaboration through building relationships with customers and colleagues. As a Senior Customer Adviser, you'll be handing complex enquiries. You'll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. We put the customer at the heart of everything we do and will provide great training to enable you to resolve calls by taking responsibility and providing first touch resolution whenever possible. What are the responsibilities of this role?: Deliver clear, accurate, and timely information to customers about their investment shares and account details. Support customers in accessing their accounts and navigating their investment portfolios with confidence. Investigate and resolve customer queries, including issues with transactions or account access, ensuring a smooth and positive experience. Uphold all relevant banking regulations and security standards to safeguard customer data and maintain trust. Keep thorough records of customer interactions and transactions, and assist with reporting for internal reviews and compliance checks. What Benefits do you offer?: Work from home 60% of the week Office located in City Centre with excellent transport links On site canteen First-class support and training for all colleagues Opportunity for growth within the company Holiday allowance of 30 days per year Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme What skills do I need?: To excel in this role, you should possess the following skills and experience: Experience working in customer services, managing a high volume of calls. Excellent communication skills, both written and verbal Able to handle complex information and work to a high level of detail. Proficiency in IT packages such as Excel, Outlook, and Word Strong problem-solving abilities and the ability to use own judgement Experience in banking, financial services, insurance or lending is highly desirable About working for Lloyds Banking Group: Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We're committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role. We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you'd like an adjustment to the recruitment process just let us know. Joining our client's dynamic and collaborative team will mean you are part of one of the UKs largest banking groups, and supported by a diverse and forward-thinking organisation. Apply today to hear more about this opportunity. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Finance Change & Performance Manager Leeds alternate locations include Birmingham, Manchester and Edinburgh / Hybrid 6 months contract Day Rate from £500 via Umbrella DOE Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. My client powers businesses of all sizes to make, take and manage payments. They are a global leader in financial technology with unique capabilities to power omni-commerce. Whether online, in store or mobile, they are at the heart of great commerce experiences in 146 countries and across 135 currencies. They help our customers become more efficient, more secure and more successful. They are looking for a commercially minded Finance professional to support a major change programme within a financial services environment. This role combines finance business partnering, insight generation, process improvement and change delivery , working closely with operational and finance stakeholders to improve reporting, decision-making and future ways of working. While there is an element of transformation activity, the focus is less on technical treasury expertise and more on helping teams understand performance, develop better insight and support the successful delivery of change across the function. The position is hybrid working being based in one of the above locations 2 days a week, 3 days working from home - Monday to Friday, standard office hours. If not Leeds based, there would be the occasional travel to Leeds. The position is being offered on an initial 6 month contract, with the potential to extend in line with the project requirements. Business Partnering & Stakeholder Engagement (Core) Partner with finance and business stakeholders to understand challenges, identify opportunities and support decision making Provide meaningful analysis, insight and commentary to support business performance Build strong relationships across multiple teams, acting as a trusted adviser during periods of change Support the development of reporting, MI and performance metrics to improve visibility and understanding Facilitate workshops and working groups to gather requirements and support business improvement initiatives Change & Transformation Support the delivery of finance and operational change initiatives Help define and implement improved processes, controls and reporting frameworks Work with stakeholders to identify opportunities for simplification, automation and enhanced ways of working Support the migration away from manual processes and spreadsheet-driven activities Help document future-state processes and operating models Insight & Analytics Analyse financial and operational performance data to identify trends, risks and opportunities Support forecasting, planning and performance management activities Produce insightful reporting and recommendations for senior stakeholders Drive greater use of data and analytics within the function What We're Looking For Experience Strong finance business partnering, FP&A or commercial finance experience Experience within financial services, banking, insurance, fintech or regulated environments Experience supporting change, transformation or business improvement initiatives Proven ability to work with senior stakeholders and influence decision making Experience improving reporting, analytics and management information Skills Strong stakeholder management and relationship-building skills Excellent analytical and problem-solving capability Ability to translate business requirements into practical solutions Comfortable working in a changing environment Strong Excel and reporting skills (Power BI desirable) Nice to Have Exposure to treasury, payments, banking operations or regulated finance environments Experience supporting finance transformation or process improvement programmes Knowledge of operational performance reporting and business insight generation Please apply with an up-to-date CV which must show evidence of the above to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Job Title: Customer Advisor (Stockbroking and Investments) Location: Leeds city centre Pay Rate: 14.02p/hr Hours: Monday - Friday. To support our customers operating across global markets, we have a rotating shift pattern with 7 hour shifts starting from 8am and finishing up to 9pm. Rota is on a 6 week basis and can be provided if needed. Hybrid Working : First 8 weeks will be office based, and then you can work 3 days from home after your training is signed off. Contract Type: Temporary - 6 months initially with potential for progression. Start Date : 14th September 2026 If you've built strong customer service skills and have ever been curious about the world of investments, shares, and financial services, this could be the opportunity you've been looking for. Lloyds Banking Group is recruiting Customer Advisors within its Stockbroking team , offering a unique chance to gain hands-on experience in a specialist area of banking without needing previous stockbroking experience. As a Senior Customer Adviser, you'll be handing complex enquiries. You'll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. We put the customer at the heart of everything we do and will provide great training to enable you to resolve calls by taking responsibility and providing first touch resolution whenever possible. What will you be doing? You'll support customers with their investment accounts, helping them understand their shareholdings, access their accounts, and resolve complex queries. This is far more than a standard customer service role-it's an opportunity to develop knowledge of: Investment accounts Share dealing and stockbroking services Financial regulations and compliance Banking and financial services operations Complex customer problem-solving What Benefits do you offer?: Work from home 60% of the week Office located in City Centre with excellent transport links On site canteen First-class support and training for all colleagues Opportunity for growth within the company Holiday allowance of 30 days per year Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme What skills do I need?: To excel in this role, you should possess the following skills and experience: Experience working in customer services, managing a high volume of calls. Excellent communication skills, both written and verbal Able to handle complex information and work to a high level of detail. Proficiency in IT packages such as Excel, Outlook, and Word Strong problem-solving abilities and the ability to use own judgement Desirable skills but not essential: Experience in banking, financial services, insurance or lending Knowledge of financial services from previous studies or degree About working for Lloyds Banking Group: Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We're committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role. We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you'd like an adjustment to the recruitment process just let us know. Joining our client's dynamic and collaborative team will mean you are part of one of the UKs largest banking groups, and supported by a diverse and forward-thinking organisation. Apply today to hear more about this opportunity. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

£26,450 basic salary + extra £3,000 shift uplift + industry-leading training + fantastic benefits! Looking for a role where every conversation makes a difference? We're one of the UK's leading Life Insurance Brokers, helping families protect what matters most. We're looking for friendly, organised and compassionate Customer Application Specialists to guide customers through the final stage of their life insurance journey. You'll be the reassuring voice that helps families complete their application, making the process smooth, accurate and stress-free. No insurance experience? No problem. We'll give you all the training, coaching and support you need to succeed. We've featured in the Sunday Times Best Companies to Work For, and we're rated Excellent on Trustpilot. Don't just take our word for it, go take a look for yourself! Recruitment Event: 19th August, 1pm 4pm (save the date!) Location: Leeds City Centr e Employment Type: Full-time, Permanent What you'll be doing: • Guide families through their life insurance application over the phone • Ask sensitive medical and personal questions with confidence, empathy and professionalism • Accurately complete insurer applications across multiple online systems • Keep detailed notes to ensure advisers, insurers and customers stay fully informed • Manage your diary effectively, ensuring every customer receives a great experience • Build positive relationships with customers, advisers and insurer partners • Continuously develop your knowledge through training, coaching and quality feedback • Play your part in helping protect as many families as possible We're looking for someone who: • Has excellent communication skills and enjoys speaking to people • Is organised, proactive and able to manage a busy workload • Can stay calm while multitasking and working to deadlines • Has great attention to detail and takes pride in getting things right • Is confident discussing sensitive information with empathy and professionalism • Enjoys learning new systems and developing new skills • Loves being part of a supportive, high-performing team • Customer service, administration or telephone-based experience is a bonus, but your attitude and willingness to learn are what matter most What's in it for you? • £26,450 basic salary • Plus, a £3,000 shift uplift • Full training, ongoing coaching and structured development • Life, Critical Illness and Income Protection cover • Buy or sell up to 5 days' holiday • Your birthday off • A genuinely supportive culture where you'll always have people around you to help • Career development opportunities across the business • and plenty more! What's the shift pattern like? You will work 38.75 hours per week. Your shifts will be Monday Thursday, 12pm 9pm. Then you would work either Friday, 9am 6pm or Saturday, 9am 3pm. This will alternate each week. What's the application process? • Click apply and upload your CV (yes, we actually read them!) • If it's a match, we'll invite you to book a quick chat with Sophie • Successful candidates will be invited to our recruitment event on 19th August at our Leeds office • The day includes a group session followed by a one-to-one interview for shortlisted candidates • We'll keep you updated throughout the process, no ghosting here! Ready to make a real difference? If you're looking for a career where you'll learn new skills, work with great people and help families protect their future every single day, we'd love to hear from you. Apply today and we'll be in touch soon!

Independent Financial Adviser Up to £75k basic salary plus bonuses Near Guildford/Godalming 2 - 3 years advising experience needed My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 10 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest. The Managing Director is seeking to recruit a brand Independent Financial Adviser who is diploma qualified and has at least 2 - 3 years of advising experience with their Competent Adviser status signed off. Following a recent acquisition (the business targets 1 acquisition per year) this role will be to manage a portion of the existing client bank and then there is an expectation that you will build upon this and generate new business at an steady pace with their existing network of sports clubs, business group, accountants and solicitors. You will be keen to attend breakfast meetings, conferences, seminars, sponsored networking events amongst others in order to generate new business opportunities. The role will be office based but you will be actively encouraged to be out and about but gain mentorship from the Managing Director who is currently the highest billing adviser with the business. If you are sitting any exams towards Chartered status, then the Directors will support you with your studies. The MD is looking to offer up to £75k basic salary with an attractive bonus scheme and benefits package including Death in service, Private Medical and Life Insurance. If this role sounds of interest or any other roles I am working on please get in touch.

Finance Change & Performance Manager Leeds alternate locations include Birmingham, Manchester and Edinburgh / Hybrid 6 months contract Day Rate from 500 via Umbrella DOE Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. My client powers businesses of all sizes to make, take and manage payments. They are a global leader in financial technology with unique capabilities to power omni-commerce. Whether online, in store or mobile, they are at the heart of great commerce experiences in 146 countries and across 135 currencies. They help our customers become more efficient, more secure and more successful. They are looking for a commercially minded Finance professional to support a major change programme within a financial services environment. This role combines finance business partnering, insight generation, process improvement and change delivery , working closely with operational and finance stakeholders to improve reporting, decision-making and future ways of working. While there is an element of transformation activity, the focus is less on technical treasury expertise and more on helping teams understand performance, develop better insight and support the successful delivery of change across the function. The position is hybrid working being based in one of the above locations 2 days a week, 3 days working from home - Monday to Friday, standard office hours. If not Leeds based, there would be the occasional travel to Leeds. The position is being offered on an initial 6 month contract, with the potential to extend in line with the project requirements. Business Partnering & Stakeholder Engagement (Core) Partner with finance and business stakeholders to understand challenges, identify opportunities and support decision making Provide meaningful analysis, insight and commentary to support business performance Build strong relationships across multiple teams, acting as a trusted adviser during periods of change Support the development of reporting, MI and performance metrics to improve visibility and understanding Facilitate workshops and working groups to gather requirements and support business improvement initiatives Change & Transformation Support the delivery of finance and operational change initiatives Help define and implement improved processes, controls and reporting frameworks Work with stakeholders to identify opportunities for simplification, automation and enhanced ways of working Support the migration away from manual processes and spreadsheet-driven activities Help document future-state processes and operating models Insight & Analytics Analyse financial and operational performance data to identify trends, risks and opportunities Support forecasting, planning and performance management activities Produce insightful reporting and recommendations for senior stakeholders Drive greater use of data and analytics within the function What We're Looking For Experience Strong finance business partnering, FP&A or commercial finance experience Experience within financial services, banking, insurance, fintech or regulated environments Experience supporting change, transformation or business improvement initiatives Proven ability to work with senior stakeholders and influence decision making Experience improving reporting, analytics and management information Skills Strong stakeholder management and relationship-building skills Excellent analytical and problem-solving capability Ability to translate business requirements into practical solutions Comfortable working in a changing environment Strong Excel and reporting skills (Power BI desirable) Nice to Have Exposure to treasury, payments, banking operations or regulated finance environments Experience supporting finance transformation or process improvement programmes Knowledge of operational performance reporting and business insight generation Please apply with an up-to-date CV which must show evidence of the above to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Mortgage Support Assistant Job Type: Full-Time, FTC (35 hours per week) Salary: £23,500 £25,000 per annum Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. Key Tasks: Progression of applications, member referencing, initial training attendance and authorisation of Members and Advisers. Maintenance of the Membership database to accurately record status and permission levels. Processing suspensions and terminations and dealing with references for exited Members and Advisers. Secure documentation for membership record and ensure retained to the appropriate database and filing systems. Provide appropriate guidance to Appointed Representatives, their Advisers and their employees when dealing with applications to join the network via telephone / email. Experience: Ideally our client is looking for someone with experience working in an administration environment dealing with customers. Experience of working under pressure, prioritising and working to tight deadlines is essential. It is essential that you have good computer skills, including but not limited to Microsoft applications. Personal Qualities: You need to have excellent verbal and written communication skills with the ability to analyse information with a view to making informed decisions. Ideally our client needs someone who is highly self-motivated to meet key objectives, with a real desire to provide support, with a confident and assured approach when dealing with customer queries. Benefits: Company pension Health and wellbeing programme Sick pay Options to buy / sell holiday Apply today with an up-to-date CV. Our client is unable to provide sponsorship for this role so you will need to have the right to work for the duration of the contract.

Senior Customer Service Adviser Salary: Dependent on experience Location: Rackheath, Norwich, office based Flexible- full-time or part-time considered What is on offer Permanent role with full time or part time options Flexible working arrangements depending on experience Excellent rates of pay depending on experience 28 days annual leave including bank holidays on a pro rata basis Company pension scheme About us A busy and growing building services provider specialising in insurance repairs and property restoration is seeking a claims/Customer Service Adviser to support its expanding operations. The company manages domestic insurance claims across Norfolk and Suffolk and takes pride in delivering smooth, well organised experience for customer at what can be a stressful time. We pride ourselves on creating a supportive and friendly working environment where our team genuinely work together to deliver the best possible experience for customers. As we continue to grow, we are looking for someone who shares our positive, proactive and customer-first approach to join the team. About the role We are looking for a friendly, organised and customer-focused Claims Handler / Customer Service Adviser to join our growing team based in Rackheath. This is a varied office-based role where you will support customers throughout the claims process, handling enquiries, updating records and ensuring a smooth and professional customer experience from start to finish. We are flexible on working hours and days, making this an excellent opportunity for someone looking for either full-time or part-time work within a supportive team environment. Please note this is an office based role in Rackheath Responsibilities include but not limited to: Coordinating and scheduling repair works for insurance claims Acting as a point of contact for customers, insurers, and trades Managing job records and claim related documentation Tracking progress and resolving issues where possible Supporting the wider team to ensure timely and efficient delivery Skills and Experience Experience in claims handling, coordination, or a similar role Strong organisational skills with the ability to juggle priorities Clear and confident communication skills A calm, professional approach in a fast-paced environment Good attention to detail and problem-solving ability Interested? Apply now with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £2,500 Car Allowance £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary Car Allowance £70,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

Join an established team as an IFA Administrator, where you will provide crucial administrative support to financial advisers, ensuring top-notch client service, meticulous record-keeping, and adherence to regulatory standards. This role is ideal for someone with a keen eye for detail and a strong background in administrative tasks within the financial sector. Day-to-day of the role: Client Administration: Prepare client documentation and suitability report packs. Process new business applications for investments, pensions, protection, and savings products. Manage client records and maintain CRM systems. Handle client correspondence via email, telephone, and post. Schedule client meetings and prepare meeting packs. Provider and Product Liaison: Contact pension, investment, and insurance providers for information and updates. Obtain valuations, policy information, and fund details. Track outstanding business and follow up on applications. Compliance and Regulation: Ensure client files meet FCA and company compliance standards. Complete anti-money laundering (AML) and Know Your Customer (KYC) checks. Maintain accurate audit trails and client documentation. Support advisers during compliance reviews and audits. Business Processing: Process pension transfers, investment applications, withdrawals, and fund switches. Monitor pipeline business and provide progress updates. Resolve administration issues with providers and clients. Client Service: Respond to client queries professionally and promptly. Build strong relationships with clients and providers. Support ongoing client review processes. Required Skills & Qualifications: Essential: Previous IFA administration experience. Strong attention to detail and accuracy. Excellent communication and organisational skills. Proficiency in Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and deadlines. Knowledge of pensions, investments, and protection products. Familiarity with FCA regulations. Experience using systems such as Intelligent Office, XPLAN, Adviser Office, or Dynamic Planner. Benefits: Competitive salary based on experience. Opportunities for career progression within the financial sector. Supportive and dynamic work environment. Access to industry training and development.