Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Financial Adviser Location: Buxton, Derbyshire (Hybrid Working Available) Salary: £38,000 - £42,000 (dependent on experience and qualifications) OTE: £65,000+ (uncapped, with no minimum bonus threshold) Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS) click apply for full job details
Aug 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Financial Adviser Location: Buxton, Derbyshire (Hybrid Working Available) Salary: £38,000 - £42,000 (dependent on experience and qualifications) OTE: £65,000+ (uncapped, with no minimum bonus threshold) Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS) click apply for full job details
Money Adviser We're looking for highly motivated and committed individuals to join the new telephone and digital Money Advice team, providing essential support to people experiencing debt problems across England and Wales. This role is also open to people looking for a trainee role as full training and support will be provided, including completion of the accredited Money Advice Learning Plan. We welcome and encourage applications from people of all backgrounds as the organisation is proud to be a Disability Confident Employer and holds the Derbyshire LGBT+ Rainbow Accreditation Position: Money Adviser (Trainee positions also available) Location: Buxton, Chesterfield, Ilkeston or Matlock (hybrid mix of home and office working, fully remote working will also be considered) Salary: £27,263 to £29,806 per annum pro rata (depending on experience) Hours: Full-time (37 hours per week - some flexible working) Contract: Permanent Closing Date: 21st August 2026 About the Role As a Money Adviser, you will deliver high-quality, FCA-regulated money advice to individuals in financial difficulty. You'll work as part of a new team committed to helping people take control of their finances and build a more secure future through tailored advice and casework. You will deliver advice and casework across a range of money advice issues, support income maximisation, and contribute to the development and quality of the service. Main areas of responsibility include: Advice and Casework Social Policy Professional Development Administration About You The ideal candidates will have: Excellent communication skills, both written and verbal A non-judgemental, empathetic approach to people Strong IT and digital skills, with the ability to learn new systems quickly A commitment to working to performance targets and KPIs Good administration skills Experience in providing FCA-regulated money advice and a solid understanding of the current welfare benefits system would be an advantage but if you feel you have all of the main skills then please still apply, as the role can be carried out as a trainee with support and training. About the Organisation Join a local charity that provides free, confidential, independent and impartial advice to everyone across Amber Valley, Chesterfield, Derbyshire Dales, Erewash and High Peak. This advice can help people find a way forward with their problems, whoever they are, whatever the problem. What is on offer: The charity offers a comprehensive benefits package that supports your wellbeing, work-life balance, and professional growth: Generous annual leave: 35 days per year (pro rata), including all bank holidays and Christmas Buy/sell leave scheme: Flexibility to buy or sell up to one week of leave each year (pro rata) Employee Assistance Programme: Includes wellbeing support, free counselling, and lifestyle perks Contractual sick pay: depended on length of service Long service rewards: Extra leave and gift cards after five years of service and beyond Workplace pension: Auto-enrolment into our pension scheme Hybrid working: the option to work from home, if it works for you and for the team Successful candidates will be required to undertake a Disclosure and Barring Service (DBS) check and provide proof of Right to Work. Please note that the organisation does not hold a sponsor licence. Other roles you may have experience of include Money, Benefits, Housing, Welfare, Money Advisor, Benefits Advisor, Housing Advisor, Welfare Advisor, Money Advice, Benefits Advice, Housing Advice, Welfare Advice, Advice, Advisor, Helpdesk, Helpdesk Advisor, Customer Service, Customer Service Advisor. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Aug 01, 2026
Full time
Money Adviser We're looking for highly motivated and committed individuals to join the new telephone and digital Money Advice team, providing essential support to people experiencing debt problems across England and Wales. This role is also open to people looking for a trainee role as full training and support will be provided, including completion of the accredited Money Advice Learning Plan. We welcome and encourage applications from people of all backgrounds as the organisation is proud to be a Disability Confident Employer and holds the Derbyshire LGBT+ Rainbow Accreditation Position: Money Adviser (Trainee positions also available) Location: Buxton, Chesterfield, Ilkeston or Matlock (hybrid mix of home and office working, fully remote working will also be considered) Salary: £27,263 to £29,806 per annum pro rata (depending on experience) Hours: Full-time (37 hours per week - some flexible working) Contract: Permanent Closing Date: 21st August 2026 About the Role As a Money Adviser, you will deliver high-quality, FCA-regulated money advice to individuals in financial difficulty. You'll work as part of a new team committed to helping people take control of their finances and build a more secure future through tailored advice and casework. You will deliver advice and casework across a range of money advice issues, support income maximisation, and contribute to the development and quality of the service. Main areas of responsibility include: Advice and Casework Social Policy Professional Development Administration About You The ideal candidates will have: Excellent communication skills, both written and verbal A non-judgemental, empathetic approach to people Strong IT and digital skills, with the ability to learn new systems quickly A commitment to working to performance targets and KPIs Good administration skills Experience in providing FCA-regulated money advice and a solid understanding of the current welfare benefits system would be an advantage but if you feel you have all of the main skills then please still apply, as the role can be carried out as a trainee with support and training. About the Organisation Join a local charity that provides free, confidential, independent and impartial advice to everyone across Amber Valley, Chesterfield, Derbyshire Dales, Erewash and High Peak. This advice can help people find a way forward with their problems, whoever they are, whatever the problem. What is on offer: The charity offers a comprehensive benefits package that supports your wellbeing, work-life balance, and professional growth: Generous annual leave: 35 days per year (pro rata), including all bank holidays and Christmas Buy/sell leave scheme: Flexibility to buy or sell up to one week of leave each year (pro rata) Employee Assistance Programme: Includes wellbeing support, free counselling, and lifestyle perks Contractual sick pay: depended on length of service Long service rewards: Extra leave and gift cards after five years of service and beyond Workplace pension: Auto-enrolment into our pension scheme Hybrid working: the option to work from home, if it works for you and for the team Successful candidates will be required to undertake a Disclosure and Barring Service (DBS) check and provide proof of Right to Work. Please note that the organisation does not hold a sponsor licence. Other roles you may have experience of include Money, Benefits, Housing, Welfare, Money Advisor, Benefits Advisor, Housing Advisor, Welfare Advisor, Money Advice, Benefits Advice, Housing Advice, Welfare Advice, Advice, Advisor, Helpdesk, Helpdesk Advisor, Customer Service, Customer Service Advisor. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Director of Talent Acquisition London Permanent New office opening 1 March ,000 to 130,000 depending on experience, plus uncapped bonus If you have built your career hiring salespeople, this is the role you have been waiting for. A highly successful, privately owned UK finance group is opening a brand new London office in March 2027. You will be the person who staffs it. Not by briefing agencies, and not by directing a team. Personally, on the telephone, in back to back interviews, from the first hire to the hundredth. The people you will be hiring are brokers. Young, ambitious, money motivated, comfortable picking up the phone and hearing no. If you have spent your working life recruiting that person, whatever you happened to call them, you already know how to do this job. The hiring you will own In the region of 20 to 30 brokers a year, alongside a graduate intake starting at five to ten and growing toward around 60 graduates a year in two cohorts as the operation matures. Plus the underwriting, operations, technology and corporate hires that come with building an office from nothing. You will personally headhunt, screen and first stage interview effectively all of it, then present clean shortlists to the Chief Operating Officer, who makes the final decision. He is fast, he is decisive, and he will back your judgement once you have earned it. This might be you The job title on your CV matters far less to us than who you have been hiring. You will be a strong fit if you have come from any of the following. Internal talent or internal recruitment at a recruitment group, hiring trainee and experienced consultants at volume, running graduate intakes and assessment centres. Talent acquisition at a broker, a lender, a commercial finance business or a specialist bank. Running an adviser, broker or agent academy for a wealth manager, an insurance broker or a mortgage network. Campus or early careers recruitment for a sales or operations graduate scheme, at scale, through assessment centres. Talent or resourcing for an estate agency, a media sales business or any organisation that hires commission led salespeople in numbers. Managing a recruitment branch, region or division, where you personally hired, trained and built your own team year after year. If your recent hiring has been software engineers, scientists or corporate functions, this is probably not the right role for you, however senior. The work here is sales recruitment, five days a week. What you will build This is a founding hire. Reporting to the Chief Operating Officer, you will own recruitment end to end for the new operation and shape what the division becomes. You will hire and lead one senior direct report to start, with the budget and the mandate to grow a team around you as volumes rise. You will design the graduate programme, build the pipelines and the processes that make volume repeatable, and create a presence in a city where this business is not yet known. The financial backing is real and the growth plan is committed. This is not a role that will be quietly scaled back in year two. One thing to be clear about This business assesses people for psychology and cultural fit, not just competence, and it has a method it believes in. You will be expected to learn that method and apply it consistently rather than import your own. You will be given the approach and the coaching to master it, and you will be working alongside someone genuinely good at it. If you are excited by learning a sharper way of reading people, you will enjoy this enormously. If you would rather run your own way of interviewing, this is not the role. Location London based, ideally five days a week in the City as the office launches. There is some flexibility for the right person who is commutable to London, including time spent at head office during onboarding. Exceptional candidates may be considered above the advertised range. To register your interest and find out more, apply now in confidence.
Jul 31, 2026
Full time
Director of Talent Acquisition London Permanent New office opening 1 March ,000 to 130,000 depending on experience, plus uncapped bonus If you have built your career hiring salespeople, this is the role you have been waiting for. A highly successful, privately owned UK finance group is opening a brand new London office in March 2027. You will be the person who staffs it. Not by briefing agencies, and not by directing a team. Personally, on the telephone, in back to back interviews, from the first hire to the hundredth. The people you will be hiring are brokers. Young, ambitious, money motivated, comfortable picking up the phone and hearing no. If you have spent your working life recruiting that person, whatever you happened to call them, you already know how to do this job. The hiring you will own In the region of 20 to 30 brokers a year, alongside a graduate intake starting at five to ten and growing toward around 60 graduates a year in two cohorts as the operation matures. Plus the underwriting, operations, technology and corporate hires that come with building an office from nothing. You will personally headhunt, screen and first stage interview effectively all of it, then present clean shortlists to the Chief Operating Officer, who makes the final decision. He is fast, he is decisive, and he will back your judgement once you have earned it. This might be you The job title on your CV matters far less to us than who you have been hiring. You will be a strong fit if you have come from any of the following. Internal talent or internal recruitment at a recruitment group, hiring trainee and experienced consultants at volume, running graduate intakes and assessment centres. Talent acquisition at a broker, a lender, a commercial finance business or a specialist bank. Running an adviser, broker or agent academy for a wealth manager, an insurance broker or a mortgage network. Campus or early careers recruitment for a sales or operations graduate scheme, at scale, through assessment centres. Talent or resourcing for an estate agency, a media sales business or any organisation that hires commission led salespeople in numbers. Managing a recruitment branch, region or division, where you personally hired, trained and built your own team year after year. If your recent hiring has been software engineers, scientists or corporate functions, this is probably not the right role for you, however senior. The work here is sales recruitment, five days a week. What you will build This is a founding hire. Reporting to the Chief Operating Officer, you will own recruitment end to end for the new operation and shape what the division becomes. You will hire and lead one senior direct report to start, with the budget and the mandate to grow a team around you as volumes rise. You will design the graduate programme, build the pipelines and the processes that make volume repeatable, and create a presence in a city where this business is not yet known. The financial backing is real and the growth plan is committed. This is not a role that will be quietly scaled back in year two. One thing to be clear about This business assesses people for psychology and cultural fit, not just competence, and it has a method it believes in. You will be expected to learn that method and apply it consistently rather than import your own. You will be given the approach and the coaching to master it, and you will be working alongside someone genuinely good at it. If you are excited by learning a sharper way of reading people, you will enjoy this enormously. If you would rather run your own way of interviewing, this is not the role. Location London based, ideally five days a week in the City as the office launches. There is some flexibility for the right person who is commutable to London, including time spent at head office during onboarding. Exceptional candidates may be considered above the advertised range. To register your interest and find out more, apply now in confidence.
Citizens Advice Bureau Derbyshire and Districts
Buxton, Derbyshire
Money Adviser We're looking for highly motivated and committed individuals to join the new telephone and digital Money Advice team, providing essential support to people experiencing debt problems across England and Wales. This role is also open to people looking for a trainee role as full training and support will be provided, including completion of the accredited Money Advice Learning Plan. We welcome and encourage applications from people of all backgrounds as the organisation is proud to be a Disability Confident Employer and holds the Derbyshire LGBT+ Rainbow Accreditation Position: Money Adviser (Trainee positions also available) Location: Buxton, Chesterfield, Ilkeston or Matlock (hybrid mix of home and office working, fully remote working will also be considered) Salary: £27,263 to £29,806 per annum pro rata (depending on experience) Hours: Full-time (37 hours per week - some flexible working) Contract: Permanent Closing Date: 21st August 2026 About the Role As a Money Adviser, you will deliver high-quality, FCA-regulated money advice to individuals in financial difficulty. You ll work as part of a new team committed to helping people take control of their finances and build a more secure future through tailored advice and casework. You will deliver advice and casework across a range of money advice issues, support income maximisation, and contribute to the development and quality of the service. Main areas of responsibility include: Advice and Casework Social Policy Professional Development Administration About You The ideal candidates will have: Excellent communication skills, both written and verbal A non-judgemental, empathetic approach to people Strong IT and digital skills, with the ability to learn new systems quickly A commitment to working to performance targets and KPIs Good administration skills Experience in providing FCA-regulated money advice and a solid understanding of the current welfare benefits system would be an advantage but if you feel you have all of the main skills then please still apply, as the role can be carried out as a trainee with support and training. About the Organisation Join a local charity that provides free, confidential, independent and impartial advice to everyone across Amber Valley, Chesterfield, Derbyshire Dales, Erewash and High Peak. This advice can help people find a way forward with their problems, whoever they are, whatever the problem. What is on offer: The charity offers a comprehensive benefits package that supports your wellbeing, work-life balance, and professional growth: Generous annual leave: 35 days per year (pro rata), including all bank holidays and Christmas Buy/sell leave scheme: Flexibility to buy or sell up to one week of leave each year (pro rata) Employee Assistance Programme: Includes wellbeing support, free counselling, and lifestyle perks Contractual sick pay: depended on length of service Long service rewards: Extra leave and gift cards after five years of service and beyond Workplace pension: Auto-enrolment into our pension scheme Hybrid working: the option to work from home, if it works for you and for the team Successful candidates will be required to undertake a Disclosure and Barring Service (DBS) check and provide proof of Right to Work. Please note that the organisation does not hold a sponsor licence. Other roles you may have experience of include Money, Benefits, Housing, Welfare, Money Advisor, Benefits Advisor, Housing Advisor, Welfare Advisor, Money Advice, Benefits Advice, Housing Advice, Welfare Advice, Advice, Advisor, Helpdesk, Helpdesk Advisor, Customer Service, Customer Service Advisor. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Jul 31, 2026
Full time
Money Adviser We're looking for highly motivated and committed individuals to join the new telephone and digital Money Advice team, providing essential support to people experiencing debt problems across England and Wales. This role is also open to people looking for a trainee role as full training and support will be provided, including completion of the accredited Money Advice Learning Plan. We welcome and encourage applications from people of all backgrounds as the organisation is proud to be a Disability Confident Employer and holds the Derbyshire LGBT+ Rainbow Accreditation Position: Money Adviser (Trainee positions also available) Location: Buxton, Chesterfield, Ilkeston or Matlock (hybrid mix of home and office working, fully remote working will also be considered) Salary: £27,263 to £29,806 per annum pro rata (depending on experience) Hours: Full-time (37 hours per week - some flexible working) Contract: Permanent Closing Date: 21st August 2026 About the Role As a Money Adviser, you will deliver high-quality, FCA-regulated money advice to individuals in financial difficulty. You ll work as part of a new team committed to helping people take control of their finances and build a more secure future through tailored advice and casework. You will deliver advice and casework across a range of money advice issues, support income maximisation, and contribute to the development and quality of the service. Main areas of responsibility include: Advice and Casework Social Policy Professional Development Administration About You The ideal candidates will have: Excellent communication skills, both written and verbal A non-judgemental, empathetic approach to people Strong IT and digital skills, with the ability to learn new systems quickly A commitment to working to performance targets and KPIs Good administration skills Experience in providing FCA-regulated money advice and a solid understanding of the current welfare benefits system would be an advantage but if you feel you have all of the main skills then please still apply, as the role can be carried out as a trainee with support and training. About the Organisation Join a local charity that provides free, confidential, independent and impartial advice to everyone across Amber Valley, Chesterfield, Derbyshire Dales, Erewash and High Peak. This advice can help people find a way forward with their problems, whoever they are, whatever the problem. What is on offer: The charity offers a comprehensive benefits package that supports your wellbeing, work-life balance, and professional growth: Generous annual leave: 35 days per year (pro rata), including all bank holidays and Christmas Buy/sell leave scheme: Flexibility to buy or sell up to one week of leave each year (pro rata) Employee Assistance Programme: Includes wellbeing support, free counselling, and lifestyle perks Contractual sick pay: depended on length of service Long service rewards: Extra leave and gift cards after five years of service and beyond Workplace pension: Auto-enrolment into our pension scheme Hybrid working: the option to work from home, if it works for you and for the team Successful candidates will be required to undertake a Disclosure and Barring Service (DBS) check and provide proof of Right to Work. Please note that the organisation does not hold a sponsor licence. Other roles you may have experience of include Money, Benefits, Housing, Welfare, Money Advisor, Benefits Advisor, Housing Advisor, Welfare Advisor, Money Advice, Benefits Advice, Housing Advice, Welfare Advice, Advice, Advisor, Helpdesk, Helpdesk Advisor, Customer Service, Customer Service Advisor. Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People.
Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus Looking to fast-track your career into Financial Advice? We're supporting a highly regarded and fast-growing Wealth Management firm in central London that is looking to appoint an Associate Wealth Manager as part of its structured adviser development programme. Managing over £1bn of client assets , the business has built an outstanding reputation for developing future advisers, offering genuine mentoring, technical exposure and a clear route towards becoming a Chartered Financial Planner. The opportunity Working alongside experienced Wealth Managers, you'll become involved in every stage of the client journey, attending meetings, supporting technical planning and building the knowledge and experience needed to progress into an advisory role. With a structured development programme expected to take around 18 months , this is an ideal opportunity for someone who has already started their professional exams and is committed to a long-term career in financial planning. You'll be involved in: Attending client meetings alongside Wealth Managers Managing client servicing and follow-up actions Preparing technical calculations, cashflow models and planning reports Conducting investment research and analysis Responding to client queries Identifying opportunities within existing client relationships Supporting advisers throughout the end-to-end planning process This opportunity would suit a qualified or part-qualified individual with a genuine ambition to become a Financial Adviser, looking to join a firm that can offer excellent mentoring, career progression and long-term development. About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Regular team socials and company events Daily breakfast in the office Extra days off over Christmas Monthly early finish ("Family Friday") Additional leave with service
Jul 30, 2026
Full time
Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus Looking to fast-track your career into Financial Advice? We're supporting a highly regarded and fast-growing Wealth Management firm in central London that is looking to appoint an Associate Wealth Manager as part of its structured adviser development programme. Managing over £1bn of client assets , the business has built an outstanding reputation for developing future advisers, offering genuine mentoring, technical exposure and a clear route towards becoming a Chartered Financial Planner. The opportunity Working alongside experienced Wealth Managers, you'll become involved in every stage of the client journey, attending meetings, supporting technical planning and building the knowledge and experience needed to progress into an advisory role. With a structured development programme expected to take around 18 months , this is an ideal opportunity for someone who has already started their professional exams and is committed to a long-term career in financial planning. You'll be involved in: Attending client meetings alongside Wealth Managers Managing client servicing and follow-up actions Preparing technical calculations, cashflow models and planning reports Conducting investment research and analysis Responding to client queries Identifying opportunities within existing client relationships Supporting advisers throughout the end-to-end planning process This opportunity would suit a qualified or part-qualified individual with a genuine ambition to become a Financial Adviser, looking to join a firm that can offer excellent mentoring, career progression and long-term development. About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Regular team socials and company events Daily breakfast in the office Extra days off over Christmas Monthly early finish ("Family Friday") Additional leave with service
Are you a driven Financial Advisor or Trainee Advisor ready to elevate your career? Whether you are an experienced adviser looking for a better platform to grow your client base, or a hungry, newly qualified professional eager to make your mark, we want to hear from you! I am representing a well-respected and renowned financial advisory firm currently undergoing exciting growth. With over 250 5-star Google reviews, Thier reputation for excellence, trust, and client satisfaction speaks for itself giving you the ultimate foundation to build a thriving business. What they Offer A Trusted, Renowned Brand: Leverage our 5-star reputation to gain instant credibility with prospective clients. Uncapped Earning Potential: Build a lucrative business with no ceiling on your income. Business & Lead Support: Access our established marketing frameworks and lead-generation channels to help keep your pipeline strong. Full Autonomy: Enjoy the freedom and flexibility while benefiting from the backing and infrastructure of an established team. Career Growth & Mentorship: Experienced advisors get the freedom to scale; new advisers get the guidance and support needed to succeed. A Healthy lead Pipeline: Best in Class SEO Driven Lead Pipleine form day one! What We Are Looking For Drive & Ambition: You are self-motivated, proactive, and eager to build a successful advisory portfolio. Qualifications: Level 4 Diploma in Financial Planning (or equivalent/working towards completion). Client-First Mindset: You take pride in delivering top-tier service and upholding the standard that earned us our 250+ 5-star reviews. Strong Communication Skills: Ability to build trust, network effectively, and convert opportunities into long-term client relationships. For More Details about this Exciting opportunity - please get in touch ASAP!
Jul 30, 2026
Full time
Are you a driven Financial Advisor or Trainee Advisor ready to elevate your career? Whether you are an experienced adviser looking for a better platform to grow your client base, or a hungry, newly qualified professional eager to make your mark, we want to hear from you! I am representing a well-respected and renowned financial advisory firm currently undergoing exciting growth. With over 250 5-star Google reviews, Thier reputation for excellence, trust, and client satisfaction speaks for itself giving you the ultimate foundation to build a thriving business. What they Offer A Trusted, Renowned Brand: Leverage our 5-star reputation to gain instant credibility with prospective clients. Uncapped Earning Potential: Build a lucrative business with no ceiling on your income. Business & Lead Support: Access our established marketing frameworks and lead-generation channels to help keep your pipeline strong. Full Autonomy: Enjoy the freedom and flexibility while benefiting from the backing and infrastructure of an established team. Career Growth & Mentorship: Experienced advisors get the freedom to scale; new advisers get the guidance and support needed to succeed. A Healthy lead Pipeline: Best in Class SEO Driven Lead Pipleine form day one! What We Are Looking For Drive & Ambition: You are self-motivated, proactive, and eager to build a successful advisory portfolio. Qualifications: Level 4 Diploma in Financial Planning (or equivalent/working towards completion). Client-First Mindset: You take pride in delivering top-tier service and upholding the standard that earned us our 250+ 5-star reviews. Strong Communication Skills: Ability to build trust, network effectively, and convert opportunities into long-term client relationships. For More Details about this Exciting opportunity - please get in touch ASAP!
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Jul 29, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Jul 29, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Jul 28, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Jul 28, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Senior Mortgage Advisor - Overview: £30,000 - £35,000 Basic Salary Car Allowance (after probation for trainees) £60,000 - £90,000+ uncapped and realistic On Target Earnings (multiple colleagues are currently exceeding this figure!) Robust and lucrative lead source 5 day working week; weekdays 8:30am-6pm, every other Saturday 9am-3pm (day off in lieu mid-week). More flexibility available from end of year 2 on-wards Own vehicle and driving licence essential for this role Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? 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.
Jul 28, 2026
Full time
Senior Mortgage Advisor - Overview: £30,000 - £35,000 Basic Salary Car Allowance (after probation for trainees) £60,000 - £90,000+ uncapped and realistic On Target Earnings (multiple colleagues are currently exceeding this figure!) Robust and lucrative lead source 5 day working week; weekdays 8:30am-6pm, every other Saturday 9am-3pm (day off in lieu mid-week). More flexibility available from end of year 2 on-wards Own vehicle and driving licence essential for this role Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? 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.
Senior Mortgage Advisor - Overview: £30,000 - £35,000 Basic Salary Car Allowance (after probation for trainees) £60,000 - £90,000+ uncapped and realistic On Target Earnings (multiple colleagues are currently exceeding this figure!) Robust and lucrative lead source 5 day working week; weekdays 8:30am-6pm, every other Saturday 9am-3pm (day off in lieu mid-week). More flexibility available from end of year 2 on-wards Own vehicle and driving licence essential for this role Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? 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.
Jul 28, 2026
Full time
Senior Mortgage Advisor - Overview: £30,000 - £35,000 Basic Salary Car Allowance (after probation for trainees) £60,000 - £90,000+ uncapped and realistic On Target Earnings (multiple colleagues are currently exceeding this figure!) Robust and lucrative lead source 5 day working week; weekdays 8:30am-6pm, every other Saturday 9am-3pm (day off in lieu mid-week). More flexibility available from end of year 2 on-wards Own vehicle and driving licence essential for this role Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor - Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right Mortgage Advisor an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction 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.
Jul 27, 2026
Full time
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction 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.
Trainee Financial Adviser Salary up to 45k dependent on skills and experience 24-month pathway programme Full time permanent role Hybrid working, London office We are building the next generation of high-performing financial advisers. This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser with the support, training, and mentorship of our hugely experienced team. You must have successfully completed the full CII Diploma in Regulated Financial Planning (Level 4) or an equivalent Level 4 qualification. Candidates currently studying towards Level 4 are not eligible. What we provide Clear pathway to becoming an adviser Hands-on mentorship Real exposure to clients early on Structured development in a team environment Clear milestones and defined progression checkpoints Increasing responsibility over time Your 3 phase pathway Phase 1: Foundation (Months 0 6) Learn the craft Supporting a top IFA in live cases Writing suitability reports Building and interpreting cashflow models Exposure to client meetings Training in Voyant, FE Analytics, Intelligent Office Learning how advice is structured end-to-end Phase 2: Development (months 6 15) Start owning parts of the advice process Running sections of client meetings Presenting financial planning recommendations internally Increasing responsibility on cases Learning client relationship management Developing confidence in advice conversations Phase 3: Transition to Adviser (months ) Increase your client facing time Lead your own client meetings Take ownership of advice delivery Developing relationships with clients Ongoing coaching from senior advisers Personal attributes and ambitions This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support role Strong technical grounding (Level 4 qualified at the outset) Confident communicating Curious and commercially aware Keen to use modern tools, including AI, to improve productivity We are looking for someone who enjoys building relationships and is excited by the prospect of becoming a trusted adviser. Strong communication skills and commercial awareness are just as important as technical knowledge. Interested? Send your cv today to be considered for this fantastic opportunity. 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.
Jul 26, 2026
Full time
Trainee Financial Adviser Salary up to 45k dependent on skills and experience 24-month pathway programme Full time permanent role Hybrid working, London office We are building the next generation of high-performing financial advisers. This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser with the support, training, and mentorship of our hugely experienced team. You must have successfully completed the full CII Diploma in Regulated Financial Planning (Level 4) or an equivalent Level 4 qualification. Candidates currently studying towards Level 4 are not eligible. What we provide Clear pathway to becoming an adviser Hands-on mentorship Real exposure to clients early on Structured development in a team environment Clear milestones and defined progression checkpoints Increasing responsibility over time Your 3 phase pathway Phase 1: Foundation (Months 0 6) Learn the craft Supporting a top IFA in live cases Writing suitability reports Building and interpreting cashflow models Exposure to client meetings Training in Voyant, FE Analytics, Intelligent Office Learning how advice is structured end-to-end Phase 2: Development (months 6 15) Start owning parts of the advice process Running sections of client meetings Presenting financial planning recommendations internally Increasing responsibility on cases Learning client relationship management Developing confidence in advice conversations Phase 3: Transition to Adviser (months ) Increase your client facing time Lead your own client meetings Take ownership of advice delivery Developing relationships with clients Ongoing coaching from senior advisers Personal attributes and ambitions This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support role Strong technical grounding (Level 4 qualified at the outset) Confident communicating Curious and commercially aware Keen to use modern tools, including AI, to improve productivity We are looking for someone who enjoys building relationships and is excited by the prospect of becoming a trusted adviser. Strong communication skills and commercial awareness are just as important as technical knowledge. Interested? Send your cv today to be considered for this fantastic opportunity. 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.
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Oct 08, 2025
Full time
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Oct 08, 2025
Full time
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Oct 07, 2025
Full time
To be considered for this role, you must hold CeMAP 1 or equivalent. "Our aim is always to be the 'employer of choice' within our industry and to attract the very best people. We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips, CEO To be considered for this role, you must hold CeMAP 1 or equivalent. Benefits of joining the JM academy Basic annual salary of £22,000 Realistic on target earnings of £35,000 to £40,000 per year £3000 car allowance (if car is not older than 10 years) Training support package of £500 per month for your first six months of employment Fully Uncapped commission scheme Who can apply for the Just Mortgages Academy? Must hold CeMAP 1 qualification A passion to succeed in the financial sector A keen interest in the financial market Experience within a sales environment OR experience within finance or banking is highly desired, but not essential Excellent customer service is essential Be able to captivate the hearts and minds of clients Demonstrate a willingness to succeed A strong work ethic What is the Just Mortgages Academy? The Just Mortgages Academy is an exciting opportunity to kick start your career as a Mortgage and Protection Adviser. The academy is hosted by our dedicated Learning & Development Team, who are committed to ensuring that each individual reaches their full potential. With extensive, industry leading on-the-job training and coaching, the Just Mortgages Academy is well equipped to set you on the path to becoming a successful Mortgage and Protection Adviser. Training Package 3 week in-depth training course in Bedford Practical, hands-on experience, with on the job training and coaching Access to some of the country's most innovative and motivating mortgage trainers A gateway to a lucrative and exciting career with a successful, and high-performance company The finer details We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need: Full UK Driving Licence Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006) We'll need evidence of your right to work in the UK, in the form of:Passport/Birth Certificate We will also need: Proof of Address National Insurance Drivers Licence Check Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Equal Opportunities: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website.
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
Oct 07, 2025
Full time
Fast Track Mortgage Adviser Academy (12 Month Commission Guarantee included) An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection Adviser working for one of the UK S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training. Job Title: Trainee Mortgage Adviser Enhanced Salary & Guarantee Structure: During the first 16 weeks of training, a basic salary of: £25,500K per annum. From month 4 to month 6, basic salary plus guaranteed commission to: £30K per annum. From month 7 to month 10, basic salary plus guaranteed commission to: £32.5K per annum. From month 10 to month 16, basic salary plus guaranteed commission to: £35K per annum. From month 17, £25K basic salary plus unlimited commission, earn a realistic: OTE of £45K + . Contract Basis: Full time, permanent, employed role. Location: Initially office based for the first 16 weeks of training at our Academy Centre on Oxford Street in Manchester but once qualified, home working will be available. You will however need to live within a 1-hour 30 minute commute of Manchester for easier travel in the initial training stages. Target: Candidates with a strong desire to forge a long-term career in Financial Services. A great opportunity for recent graduates or those with a demonstrable track record in sales looking to advance their professional careers. Post training salary: Once your 16-week training is complete, you will earn guaranteed additional monthly commission which will increase in tiered increments over the following 12 months. Once your guarantee ends you should expect realistic OTE of £50K+ in your 2nd full year as well as outstanding benefits and promotional tiers scheme. CF1 & CF6: Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid for. Working hours: During the 16-week training period the working hours will be 9.30AM-5.00PM Monday to Friday. You will need to be available for the whole 16 weeks of training with zero planned holidays to be considered. Post training working hours: Once your training is completed you will be required to work patterns covering a mix of 9AM-6PM and 11AM-8PM Monday to Friday offering a good work/life balance. No weekend or bank Holiday working is required. Timeline: Immediate interviews with a start date of November 2025 Trainee Mortgage Adviser Academy: As a home-based Mortgage and Protection Adviser, we believe your qualifications and skills are best suited to focusing purely on the delivery of quality advice and sales to our customers. Therefore, the work of contacting customers, securing appointments and the progressing of their mortgage and protection applications is the sole remit of our dedicated Adviser Support Teams. We create the opportunity for you to advise and perform at your very best. The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. This is a telephone-based role so you will need to be articulate and engaging. You will be writing in excess of 14 mortgages with protection each month so you will also be highly motivated, disciplined, and extremely well organised. Your long-term career is important to us. We are passionate about training and development to help you realise your full potential. We pride ourselves on the many Adviser colleagues that have developed and progressed with us, for example our entire Sales Management team have started as Mortgage Advisers with us, so there is a great future for the right candidates well beyond the Academy. Required knowledge, skills, and qualifications: A strong desire to work within the Financial Services industry, particularly within mortgages and protection. Recent graduation at 2:1 or higher or a strong track record in sales. Excellent inter-personal skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple language Extremely well organised, taking a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Extensive induction & training coupled with an outstanding development program. 34 Days paid holiday, (25 days holiday plus 8 bank holidays and your birthday off). Unrivalled opportunities for progression, promotion, and personal development in an expanding and market leading business. Contributory workplace pension. Generous staff referral bonus scheme. Outstanding commission earnings (our top performers earn in excess of £65K PA). 24-hour Employee Wellbeing Support service available. Defined promotional tiers with significant basic salary and commission rate uplifts for achievement of targets. Home based working once training completed. Please be aware that you are required to attend 16 weeks of office-based training in Manchester and this is mandatory for all applicants, please be aware that holiday will not be permitted during the training period. APPLY NOW or if you have any questions then feel free to call our Internal recruitment team on (phone number removed) for more information! Subject to (T&C s)
