Technical Accounting & Valuations Manager Theale, Permanent, Full-Time Are you a technically strong qualified accountant looking for a role that offers complex and varied work, greater autonomy and the opportunity to work with an impressive range of clients? We are delighted to be partnering with a growing,boutique accounting and financial reporting firm based in Theale, Berkshire. The firm is seeking an experienced Technical Accounting & Valuations Manager to join its talented and expanding team. This is an exciting opportunity for an ambitious accountant with a strong technical background, ideally gained within a Top 20 accountancy practice. The role would suit someone with an audit background who has experience in M&A and is now looking for greater variety, flexibility and work-life balance within a collaborative and fast-growing specialist firm. The Company Our client is a boutique accounting and financial reporting advisory firm supporting a diverse range of businesses, from fast-growing private equity-backed organisations to listed companies and large multinational groups. The specialist team works with clients to solve complex challenges across technical accounting, financial reporting, financial modelling and finance operations. Acting as an extension of clients' finance teams, the firm provides hands-on technical expertise and support during periods of growth, transformation and change. The Role As Technical Accounting & Valuations Manager, you will lead and deliver a broad range of complex accounting projects for an ever-growing and diverse client base. You will work closely with clients to understand their challenges, provide practical technical advice and deliver high-quality solutions. Projects may include: Technical accounting advice and support Share-based payment accounting Preparation and review of listed company financial statements Acquisition accounting and business combinations Complex accounting analysis and technical documentation Financial reporting projects arising from business growth, transactions and transformation You will take ownership of projects from initial planning through to successful completion, while supporting Business Directors and senior engagement teams. You will also coach and develop junior members of the team and contribute to the continued growth and development of the firm. Key Responsibilities Lead and manage complex technical accounting projects from planning through to completion Provide clear, practical and commercially focused technical accounting advice to clients Prepare and review technical accounting papers, reports and supporting documentation Lead on complex and judgemental areas of client work Present technical findings, conclusions and recommendations clearly to clients Work closely with Business Directors and senior engagement teams to deliver high-quality client outcomes Coach, mentor and review the work of trainees and junior team members Identify opportunities to improve processes, technical methodologies and client delivery Take initiative and contribute to the continued development and growth of the business Maintain up-to-date technical knowledge and support the wider team with technical learning and development About You You will be a technically minded and commercially aware qualified accountant with a passion for solving complex accounting challenges and delivering high-quality client work. ACA Qualified Experience gained within a Top 20 accountancy practice A strong technical accounting background and likely to have spent some of your career in audit Experience of managing client engagements or technical accounting projects from planning through to completion Experience of preparing technical accounting papers, reports and supporting documentation The confidence to communicate and present complex technical matters clearly to clients Experience of coaching, developing and delegating work to junior team members Strong analytical skills and excellent attention to detail The confidence to challenge existing approaches and contribute new ideas A proactive, collaborative and solutions-focused approach If you are a technically strong qualified accountant looking to broaden your experience and take ownership of complex, high-profile accounting projects, we would be keen to hear from you. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Jul 30, 2026
Full time
Technical Accounting & Valuations Manager Theale, Permanent, Full-Time Are you a technically strong qualified accountant looking for a role that offers complex and varied work, greater autonomy and the opportunity to work with an impressive range of clients? We are delighted to be partnering with a growing,boutique accounting and financial reporting firm based in Theale, Berkshire. The firm is seeking an experienced Technical Accounting & Valuations Manager to join its talented and expanding team. This is an exciting opportunity for an ambitious accountant with a strong technical background, ideally gained within a Top 20 accountancy practice. The role would suit someone with an audit background who has experience in M&A and is now looking for greater variety, flexibility and work-life balance within a collaborative and fast-growing specialist firm. The Company Our client is a boutique accounting and financial reporting advisory firm supporting a diverse range of businesses, from fast-growing private equity-backed organisations to listed companies and large multinational groups. The specialist team works with clients to solve complex challenges across technical accounting, financial reporting, financial modelling and finance operations. Acting as an extension of clients' finance teams, the firm provides hands-on technical expertise and support during periods of growth, transformation and change. The Role As Technical Accounting & Valuations Manager, you will lead and deliver a broad range of complex accounting projects for an ever-growing and diverse client base. You will work closely with clients to understand their challenges, provide practical technical advice and deliver high-quality solutions. Projects may include: Technical accounting advice and support Share-based payment accounting Preparation and review of listed company financial statements Acquisition accounting and business combinations Complex accounting analysis and technical documentation Financial reporting projects arising from business growth, transactions and transformation You will take ownership of projects from initial planning through to successful completion, while supporting Business Directors and senior engagement teams. You will also coach and develop junior members of the team and contribute to the continued growth and development of the firm. Key Responsibilities Lead and manage complex technical accounting projects from planning through to completion Provide clear, practical and commercially focused technical accounting advice to clients Prepare and review technical accounting papers, reports and supporting documentation Lead on complex and judgemental areas of client work Present technical findings, conclusions and recommendations clearly to clients Work closely with Business Directors and senior engagement teams to deliver high-quality client outcomes Coach, mentor and review the work of trainees and junior team members Identify opportunities to improve processes, technical methodologies and client delivery Take initiative and contribute to the continued development and growth of the business Maintain up-to-date technical knowledge and support the wider team with technical learning and development About You You will be a technically minded and commercially aware qualified accountant with a passion for solving complex accounting challenges and delivering high-quality client work. ACA Qualified Experience gained within a Top 20 accountancy practice A strong technical accounting background and likely to have spent some of your career in audit Experience of managing client engagements or technical accounting projects from planning through to completion Experience of preparing technical accounting papers, reports and supporting documentation The confidence to communicate and present complex technical matters clearly to clients Experience of coaching, developing and delegating work to junior team members Strong analytical skills and excellent attention to detail The confidence to challenge existing approaches and contribute new ideas A proactive, collaborative and solutions-focused approach If you are a technically strong qualified accountant looking to broaden your experience and take ownership of complex, high-profile accounting projects, we would be keen to hear from you. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Client Accounts Senior Guildford £40,000 £50,000 ACA ACCA Hybrid working available Are you ACA/ACCA qualified or part-qualified with UK practice experience, looking for a role that combines professional challenge with genuine support? Would you like to join a successful and growing independent firm where your contribution is valued, and your career can flourish? Fletcher George is working with a respected firm of Chartered Accountants in Guildford, with a newly created opportunity for a motivated accountant to join their expanding team. This role has been designed to recognise your individual strengths and will offer you both progression and the chance to contribute meaningfully to clients and colleagues alike. Why this role? Be part of a well-established firm with strong roots in the local business community and an exciting, diverse client base. Work closely with approachable Partners who value collaboration, mentoring, and new ideas. Play a visible role in supporting clients while shaping your own career path. Enjoy being based in Guildford a vibrant hub for business and professional services. Key Responsibilities Prepare statutory accounts for a wide range of clients, from owner-managed businesses to larger organisations. Support Managers and Partners in providing high-quality client service and tailored advice. Guide and support junior colleagues, including ACA/ACCA trainees, helping them develop their skills and confidence. What we re looking for ACA/ACCA qualified or part-qualified with a solid background in UK practice. Motivated to continue developing your career, with an interest in both technical excellence and client relationships. Strong communication skills and the ability to work well with clients and colleagues alike. What s in it for you? A clear path for progression, supported by mentoring and professional development. The chance to broaden your role beyond compliance, with growing opportunities in advisory work. Direct involvement with senior stakeholders and clients, building strong and lasting relationships. A supportive and friendly team environment, flexible working hours, private parking, and 25 days holiday. Salary guide: £40,000 £50,000 depending on qualifications and relevant experience If this role sounds like the right step for you, we would love to hear from you. Apply today, and we will be in touch promptly if your profile aligns with the opportunity. We may also introduce you to other suitable roles within our network. About Fletcher George Recruitment Based in Leatherhead, Fletcher George is a specialist financial recruiter with over 50 years of combined experience. We support accountancy and tax professionals across Surrey, London, the Southeast, and the Northeast, connecting talented people with career-enhancing opportunities. Referral Bonus Know someone suitable? Refer a friend and receive up to £500 in Amazon vouchers if we successfully place them. Simply ask them to mention your name when registering. Full details are available on our website.
Jul 30, 2026
Full time
Client Accounts Senior Guildford £40,000 £50,000 ACA ACCA Hybrid working available Are you ACA/ACCA qualified or part-qualified with UK practice experience, looking for a role that combines professional challenge with genuine support? Would you like to join a successful and growing independent firm where your contribution is valued, and your career can flourish? Fletcher George is working with a respected firm of Chartered Accountants in Guildford, with a newly created opportunity for a motivated accountant to join their expanding team. This role has been designed to recognise your individual strengths and will offer you both progression and the chance to contribute meaningfully to clients and colleagues alike. Why this role? Be part of a well-established firm with strong roots in the local business community and an exciting, diverse client base. Work closely with approachable Partners who value collaboration, mentoring, and new ideas. Play a visible role in supporting clients while shaping your own career path. Enjoy being based in Guildford a vibrant hub for business and professional services. Key Responsibilities Prepare statutory accounts for a wide range of clients, from owner-managed businesses to larger organisations. Support Managers and Partners in providing high-quality client service and tailored advice. Guide and support junior colleagues, including ACA/ACCA trainees, helping them develop their skills and confidence. What we re looking for ACA/ACCA qualified or part-qualified with a solid background in UK practice. Motivated to continue developing your career, with an interest in both technical excellence and client relationships. Strong communication skills and the ability to work well with clients and colleagues alike. What s in it for you? A clear path for progression, supported by mentoring and professional development. The chance to broaden your role beyond compliance, with growing opportunities in advisory work. Direct involvement with senior stakeholders and clients, building strong and lasting relationships. A supportive and friendly team environment, flexible working hours, private parking, and 25 days holiday. Salary guide: £40,000 £50,000 depending on qualifications and relevant experience If this role sounds like the right step for you, we would love to hear from you. Apply today, and we will be in touch promptly if your profile aligns with the opportunity. We may also introduce you to other suitable roles within our network. About Fletcher George Recruitment Based in Leatherhead, Fletcher George is a specialist financial recruiter with over 50 years of combined experience. We support accountancy and tax professionals across Surrey, London, the Southeast, and the Northeast, connecting talented people with career-enhancing opportunities. Referral Bonus Know someone suitable? Refer a friend and receive up to £500 in Amazon vouchers if we successfully place them. Simply ask them to mention your name when registering. Full details are available on our website.
Are you looking to kickstart or grow your career in finance or accounting , with a business that provides full training and future career opportunities? Whether you are an experienced finance professional or a driven graduate/trainee looking for your first step in accounts, we want to hear from you. This Credit Controller is based at offices in Edinburgh city centre , working for a prestigious business advisory firm. Salary circa £25k for 34 hours per week. This is initially a 12-month fixed term contract role. There will be some opportunities for you to work from home in a hybrid way, once you are up and running in the role. What You'll Be Doing: Managing customer accounts and proactively collecting outstanding payments. Monitoring aged debt and identifying potential payment risks. Allocating payments and reconciling customer accounts accurately. Preparing and issuing client statements and supporting account communications. Monitoring client credit limits and escalating concerns where appropriate. What We Are Looking For: Either work experience or a study background in Accounting and Finance Strong attention to detail and a commitment to accuracy. Confidence using Microsoft Excel and a willingness to learn financial systems. Excellent organisational and time management skills. Strong communication skills, particularly a professional telephone manner and high quality emails Interested? Then apply today for immediate consideration! Teams video interviews to be held ASAP.
Jul 30, 2026
Contractor
Are you looking to kickstart or grow your career in finance or accounting , with a business that provides full training and future career opportunities? Whether you are an experienced finance professional or a driven graduate/trainee looking for your first step in accounts, we want to hear from you. This Credit Controller is based at offices in Edinburgh city centre , working for a prestigious business advisory firm. Salary circa £25k for 34 hours per week. This is initially a 12-month fixed term contract role. There will be some opportunities for you to work from home in a hybrid way, once you are up and running in the role. What You'll Be Doing: Managing customer accounts and proactively collecting outstanding payments. Monitoring aged debt and identifying potential payment risks. Allocating payments and reconciling customer accounts accurately. Preparing and issuing client statements and supporting account communications. Monitoring client credit limits and escalating concerns where appropriate. What We Are Looking For: Either work experience or a study background in Accounting and Finance Strong attention to detail and a commitment to accuracy. Confidence using Microsoft Excel and a willingness to learn financial systems. Excellent organisational and time management skills. Strong communication skills, particularly a professional telephone manner and high quality emails Interested? Then apply today for immediate consideration! Teams video interviews to be held ASAP.
What s in it for you? Competitive basic salary with an uncapped commission structure once you progress into an advisory role Structured training programme with mentoring from experienced Mortgage Advisors Company-funded CeMAP qualification following a successful training period Clear career progression into a Mortgage Advisor position within an estate agency branch Hands-on experience across the full mortgage process Supportive and collaborative team environment Access to market-leading mortgage and protection products Must have s Previous commercial, office-based or customer-facing experience Genuine interest in building a career in mortgage advice Excellent communication and telephone skills Strong organisational skills with excellent attention to detail Positive attitude with a willingness to learn Ability to manage multiple priorities in a fast-paced environment Strong administrative and IT skills Professional, customer-focused approach Nice to have s Experience within customer service, banking, financial services or estate agency Understanding of the home-buying process Sales or target-driven experience Knowledge of mortgage or protection products CeMAP qualification So, what will you be doing? Supporting experienced Mortgage Advisors with mortgage administration Managing applications from initial enquiry through to completion Speaking with clients and delivering excellent customer service throughout the mortgage journey Liaising with lenders, solicitors, surveyors, estate agents and other third parties Preparing and maintaining accurate client records and documentation Providing administrative support to the wider mortgage team Developing your knowledge of mortgage products, lender criteria and FCA regulations Building the skills and confidence needed to progress into a Mortgage Advisor role Helpful extras Company-funded CeMAP qualification once you've successfully completed your training period Clear progression into a Mortgage Advisor role within an estate agency branch Interested? Send your CV to Ella at i2i Recruitment today! Our mission of Making Recruitment Personal also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it s successful.
Jul 30, 2026
Full time
What s in it for you? Competitive basic salary with an uncapped commission structure once you progress into an advisory role Structured training programme with mentoring from experienced Mortgage Advisors Company-funded CeMAP qualification following a successful training period Clear career progression into a Mortgage Advisor position within an estate agency branch Hands-on experience across the full mortgage process Supportive and collaborative team environment Access to market-leading mortgage and protection products Must have s Previous commercial, office-based or customer-facing experience Genuine interest in building a career in mortgage advice Excellent communication and telephone skills Strong organisational skills with excellent attention to detail Positive attitude with a willingness to learn Ability to manage multiple priorities in a fast-paced environment Strong administrative and IT skills Professional, customer-focused approach Nice to have s Experience within customer service, banking, financial services or estate agency Understanding of the home-buying process Sales or target-driven experience Knowledge of mortgage or protection products CeMAP qualification So, what will you be doing? Supporting experienced Mortgage Advisors with mortgage administration Managing applications from initial enquiry through to completion Speaking with clients and delivering excellent customer service throughout the mortgage journey Liaising with lenders, solicitors, surveyors, estate agents and other third parties Preparing and maintaining accurate client records and documentation Providing administrative support to the wider mortgage team Developing your knowledge of mortgage products, lender criteria and FCA regulations Building the skills and confidence needed to progress into a Mortgage Advisor role Helpful extras Company-funded CeMAP qualification once you've successfully completed your training period Clear progression into a Mortgage Advisor role within an estate agency branch Interested? Send your CV to Ella at i2i Recruitment today! Our mission of Making Recruitment Personal also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it s successful.
Your new company A respected independent accountancy practice in Frome is looking to appoint an Accountant to join its growing client services team. Working closely with local businesses, entrepreneurs and established SMEs, you'll play a key role in delivering high-quality financial and tax services while helping clients make informed business decisions. Your new role Client Portfolio Management Managing a varied portfolio of business and individual clients. Acting as the primary contact for day-to-day client queries. Developing long-term relationships and providing an excellent client experience. Attending client meetings and discussing financial performance and planning opportunities. Accounts & Compliance Preparing and reviewing year-end accounts for limited companies, partnerships and sole traders. Preparing and reviewing VAT returns. Preparing management accounts and financial reporting packs. Assisting with corporation tax and self-assessment compliance. Ensuring all statutory filing deadlines are met. Advisory Support Supporting clients with budgeting and cashflow Advising on accounting systems and process improvements. Identifying opportunities to improve profitability and operational efficiency. Assisting business owners in understanding key financial performance indicators. Team Collaboration Supporting and mentoring trainees and junior accountants. Reviewing work and providing constructive feedback. Working collaboratively with Partners and Managers on complex assignments and advisory projects. What you'll need to succeed Essential Skills & Experience ACA or ACCA qualified, or qualified by substantial practice experience. Experience within an accountancy practice. Strong working knowledge of accounts production and taxation. Excellent communication and interpersonal skills. Ability to manage multiple clients and competing deadlines. Commercial awareness and a proactive approach to problem solving. Desirable Experience with Xero, QuickBooks, Sage or other cloud-based accounting platforms. Exposure to management accounts and business advisory services. Experience reviewing junior team members' work. Knowledge of modern accountancy technology and digital bookkeeping systems. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 30, 2026
Full time
Your new company A respected independent accountancy practice in Frome is looking to appoint an Accountant to join its growing client services team. Working closely with local businesses, entrepreneurs and established SMEs, you'll play a key role in delivering high-quality financial and tax services while helping clients make informed business decisions. Your new role Client Portfolio Management Managing a varied portfolio of business and individual clients. Acting as the primary contact for day-to-day client queries. Developing long-term relationships and providing an excellent client experience. Attending client meetings and discussing financial performance and planning opportunities. Accounts & Compliance Preparing and reviewing year-end accounts for limited companies, partnerships and sole traders. Preparing and reviewing VAT returns. Preparing management accounts and financial reporting packs. Assisting with corporation tax and self-assessment compliance. Ensuring all statutory filing deadlines are met. Advisory Support Supporting clients with budgeting and cashflow Advising on accounting systems and process improvements. Identifying opportunities to improve profitability and operational efficiency. Assisting business owners in understanding key financial performance indicators. Team Collaboration Supporting and mentoring trainees and junior accountants. Reviewing work and providing constructive feedback. Working collaboratively with Partners and Managers on complex assignments and advisory projects. What you'll need to succeed Essential Skills & Experience ACA or ACCA qualified, or qualified by substantial practice experience. Experience within an accountancy practice. Strong working knowledge of accounts production and taxation. Excellent communication and interpersonal skills. Ability to manage multiple clients and competing deadlines. Commercial awareness and a proactive approach to problem solving. Desirable Experience with Xero, QuickBooks, Sage or other cloud-based accounting platforms. Exposure to management accounts and business advisory services. Experience reviewing junior team members' work. Knowledge of modern accountancy technology and digital bookkeeping systems. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
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
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 30, 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.
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!
Estate Agent Trainee Sales Negotiator A high flying, talented Estate Agent Sales Negotiator is required for a high volume operation so if you are an existing Estate Agent we would love to hear from you. Applications are also now invited from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales or membership sales and you will need to drive and have your own car. You will receive an initial 6 month guaranteed salary of between £28,000 and £30,000 (pro rata and very much dependent on the individual candidate) whilst you are building your sales pipeline (commission) so for the first 6 months of your employment you cannot earn less than this. Thereafter, you will be offered a basic salary of £16,000 (please note working in a sales role where you receive commission it is impossible to ever just earn your basic salary) with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Estate Agent Trainee Sales Negotiator The commission structure is truly outstanding with 5% personal sales commission + 2.5% personal commission for booking the PMA (Property Market Appraisal) so if you book the PMA (so pick up the phone first) book the valuation and it comes on to the market you have already earnt 2.5% commission. You then sell it and take 5% commission so a combined 7.5%. The role will involve a lot of work on the phone sourcing business and cross sales opportunities and setting up viewings. You will attend viewings and close deals on property sales. They envisage their new associate to ultimately have an in-depth knowledge of his/her applicant base, allowing him/her to not only match buyers with sellers but buyers with 'virtual sellers such as those who may not necessarily be coming to the market immediately but would consider a proposal if the 'right person came along . Estate Agent Trainee Sales Negotiator In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. The telephone is the prime selling tool and their new associate will have a great fondness for this old but essential aid. Estate Agent Trainee Sales Negotiator Key responsibilities: From day one you will focus wholly on the selling process and use the tools of trade as a great opportunity to create income. Having said that, the rewards structure caters for personal as well as team effort and as such, they are very keen to create the best of both worlds, team spirit alongside personal success. Estate Agent Trainee Sales Negotiator Initial 6 month guaranteed salary of between £28,000 and £30,000 (pro-rata and very much dependent on the individual candidate) Thereafter, you will be offered a basic salary of £16,000 with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Kings Permanent Recruitment for Estate Agents 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 Steve King on LinkedIn
Jul 30, 2026
Full time
Estate Agent Trainee Sales Negotiator A high flying, talented Estate Agent Sales Negotiator is required for a high volume operation so if you are an existing Estate Agent we would love to hear from you. Applications are also now invited from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales or membership sales and you will need to drive and have your own car. You will receive an initial 6 month guaranteed salary of between £28,000 and £30,000 (pro rata and very much dependent on the individual candidate) whilst you are building your sales pipeline (commission) so for the first 6 months of your employment you cannot earn less than this. Thereafter, you will be offered a basic salary of £16,000 (please note working in a sales role where you receive commission it is impossible to ever just earn your basic salary) with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Estate Agent Trainee Sales Negotiator The commission structure is truly outstanding with 5% personal sales commission + 2.5% personal commission for booking the PMA (Property Market Appraisal) so if you book the PMA (so pick up the phone first) book the valuation and it comes on to the market you have already earnt 2.5% commission. You then sell it and take 5% commission so a combined 7.5%. The role will involve a lot of work on the phone sourcing business and cross sales opportunities and setting up viewings. You will attend viewings and close deals on property sales. They envisage their new associate to ultimately have an in-depth knowledge of his/her applicant base, allowing him/her to not only match buyers with sellers but buyers with 'virtual sellers such as those who may not necessarily be coming to the market immediately but would consider a proposal if the 'right person came along . Estate Agent Trainee Sales Negotiator In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. The telephone is the prime selling tool and their new associate will have a great fondness for this old but essential aid. Estate Agent Trainee Sales Negotiator Key responsibilities: From day one you will focus wholly on the selling process and use the tools of trade as a great opportunity to create income. Having said that, the rewards structure caters for personal as well as team effort and as such, they are very keen to create the best of both worlds, team spirit alongside personal success. Estate Agent Trainee Sales Negotiator Initial 6 month guaranteed salary of between £28,000 and £30,000 (pro-rata and very much dependent on the individual candidate) Thereafter, you will be offered a basic salary of £16,000 with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Kings Permanent Recruitment for Estate Agents 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 Steve King on LinkedIn
Estate Agent Trainee Sales Negotiator A high flying, talented Estate Agent Sales Negotiator is required for a high volume operation so if you are an existing Estate Agent we would love to hear from you. Applications are also now invited from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales or membership sales and you will need to drive and have your own car. You will receive an initial 6 month guaranteed salary of between £28,000 and £30,000 (pro rata and very much dependent on the individual candidate) whilst you are building your sales pipeline (commission) so for the first 6 months of your employment you cannot earn less than this. Thereafter, you will be offered a basic salary of £16,000 (please note working in a sales role where you receive commission it is impossible to ever just earn your basic salary) with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Estate Agent Trainee Sales Negotiator The commission structure is truly outstanding with 5% personal sales commission + 2.5% personal commission for booking the PMA (Property Market Appraisal) so if you book the PMA (so pick up the phone first) book the valuation and it comes on to the market you have already earnt 2.5% commission. You then sell it and take 5% commission so a combined 7.5%. The role will involve a lot of work on the phone sourcing business and cross sales opportunities and setting up viewings. You will attend viewings and close deals on property sales. They envisage their new associate to ultimately have an in-depth knowledge of his/her applicant base, allowing him/her to not only match buyers with sellers but buyers with 'virtual sellers such as those who may not necessarily be coming to the market immediately but would consider a proposal if the 'right person came along . Estate Agent Trainee Sales Negotiator In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. The telephone is the prime selling tool and their new associate will have a great fondness for this old but essential aid. Estate Agent Trainee Sales Negotiator Key responsibilities: From day one you will focus wholly on the selling process and use the tools of trade as a great opportunity to create income. Having said that, the rewards structure caters for personal as well as team effort and as such, they are very keen to create the best of both worlds, team spirit alongside personal success. Estate Agent Trainee Sales Negotiator Initial 6 month guaranteed salary of between £28,000 and £30,000 (pro-rata and very much dependent on the individual candidate) Thereafter, you will be offered a basic salary of £16,000 with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Kings Permanent Recruitment for Estate Agents 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 Steve King on LinkedIn
Jul 30, 2026
Full time
Estate Agent Trainee Sales Negotiator A high flying, talented Estate Agent Sales Negotiator is required for a high volume operation so if you are an existing Estate Agent we would love to hear from you. Applications are also now invited from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales or membership sales and you will need to drive and have your own car. You will receive an initial 6 month guaranteed salary of between £28,000 and £30,000 (pro rata and very much dependent on the individual candidate) whilst you are building your sales pipeline (commission) so for the first 6 months of your employment you cannot earn less than this. Thereafter, you will be offered a basic salary of £16,000 (please note working in a sales role where you receive commission it is impossible to ever just earn your basic salary) with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Estate Agent Trainee Sales Negotiator The commission structure is truly outstanding with 5% personal sales commission + 2.5% personal commission for booking the PMA (Property Market Appraisal) so if you book the PMA (so pick up the phone first) book the valuation and it comes on to the market you have already earnt 2.5% commission. You then sell it and take 5% commission so a combined 7.5%. The role will involve a lot of work on the phone sourcing business and cross sales opportunities and setting up viewings. You will attend viewings and close deals on property sales. They envisage their new associate to ultimately have an in-depth knowledge of his/her applicant base, allowing him/her to not only match buyers with sellers but buyers with 'virtual sellers such as those who may not necessarily be coming to the market immediately but would consider a proposal if the 'right person came along . Estate Agent Trainee Sales Negotiator In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. The telephone is the prime selling tool and their new associate will have a great fondness for this old but essential aid. Estate Agent Trainee Sales Negotiator Key responsibilities: From day one you will focus wholly on the selling process and use the tools of trade as a great opportunity to create income. Having said that, the rewards structure caters for personal as well as team effort and as such, they are very keen to create the best of both worlds, team spirit alongside personal success. Estate Agent Trainee Sales Negotiator Initial 6 month guaranteed salary of between £28,000 and £30,000 (pro-rata and very much dependent on the individual candidate) Thereafter, you will be offered a basic salary of £16,000 with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Kings Permanent Recruitment for Estate Agents 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 Steve King on LinkedIn
Estate Agent Trainee Sales Negotiator A high flying, talented Estate Agent Sales Negotiator is required for a high volume operation so if you are an existing Estate Agent we would love to hear from you. Applications are also now invited from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales or membership sales and you will need to drive and have your own car. You will receive an initial 6 month guaranteed salary of between £28,000 and £30,000 (pro rata and very much dependent on the individual candidate) whilst you are building your sales pipeline (commission) so for the first 6 months of your employment you cannot earn less than this. Thereafter, you will be offered a basic salary of £16,000 (please note working in a sales role where you receive commission it is impossible to ever just earn your basic salary) with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Estate Agent Trainee Sales Negotiator The commission structure is truly outstanding with 5% personal sales commission + 2.5% personal commission for booking the PMA (Property Market Appraisal) so if you book the PMA (so pick up the phone first) book the valuation and it comes on to the market you have already earnt 2.5% commission. You then sell it and take 5% commission so a combined 7.5%. The role will involve a lot of work on the phone sourcing business and cross sales opportunities and setting up viewings. You will attend viewings and close deals on property sales. They envisage their new associate to ultimately have an in-depth knowledge of his/her applicant base, allowing him/her to not only match buyers with sellers but buyers with 'virtual sellers such as those who may not necessarily be coming to the market immediately but would consider a proposal if the 'right person came along . Estate Agent Trainee Sales Negotiator In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. The telephone is the prime selling tool and their new associate will have a great fondness for this old but essential aid. Estate Agent Trainee Sales Negotiator Key responsibilities: From day one you will focus wholly on the selling process and use the tools of trade as a great opportunity to create income. Having said that, the rewards structure caters for personal as well as team effort and as such, they are very keen to create the best of both worlds, team spirit alongside personal success. Estate Agent Trainee Sales Negotiator Initial 6 month guaranteed salary of between £28,000 and £30,000 (pro-rata and very much dependent on the individual candidate) Thereafter, you will be offered a basic salary of £16,000 with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Kings Permanent Recruitment for Estate Agents 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 Steve King on LinkedIn
Jul 30, 2026
Full time
Estate Agent Trainee Sales Negotiator A high flying, talented Estate Agent Sales Negotiator is required for a high volume operation so if you are an existing Estate Agent we would love to hear from you. Applications are also now invited from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales or membership sales and you will need to drive and have your own car. You will receive an initial 6 month guaranteed salary of between £28,000 and £30,000 (pro rata and very much dependent on the individual candidate) whilst you are building your sales pipeline (commission) so for the first 6 months of your employment you cannot earn less than this. Thereafter, you will be offered a basic salary of £16,000 (please note working in a sales role where you receive commission it is impossible to ever just earn your basic salary) with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Estate Agent Trainee Sales Negotiator The commission structure is truly outstanding with 5% personal sales commission + 2.5% personal commission for booking the PMA (Property Market Appraisal) so if you book the PMA (so pick up the phone first) book the valuation and it comes on to the market you have already earnt 2.5% commission. You then sell it and take 5% commission so a combined 7.5%. The role will involve a lot of work on the phone sourcing business and cross sales opportunities and setting up viewings. You will attend viewings and close deals on property sales. They envisage their new associate to ultimately have an in-depth knowledge of his/her applicant base, allowing him/her to not only match buyers with sellers but buyers with 'virtual sellers such as those who may not necessarily be coming to the market immediately but would consider a proposal if the 'right person came along . Estate Agent Trainee Sales Negotiator In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. The telephone is the prime selling tool and their new associate will have a great fondness for this old but essential aid. Estate Agent Trainee Sales Negotiator Key responsibilities: From day one you will focus wholly on the selling process and use the tools of trade as a great opportunity to create income. Having said that, the rewards structure caters for personal as well as team effort and as such, they are very keen to create the best of both worlds, team spirit alongside personal success. Estate Agent Trainee Sales Negotiator Initial 6 month guaranteed salary of between £28,000 and £30,000 (pro-rata and very much dependent on the individual candidate) Thereafter, you will be offered a basic salary of £16,000 with very realistic on target earnings of between £30,000 and £35,000 in year 1 and rising in year 2 plus an allowance per mile for business miles. Kings Permanent Recruitment for Estate Agents 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 Steve King on LinkedIn
Company Description About FRP At FRP, we are a leading national business advisory firm based in the UK. With over 950 team members, including 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory, and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value. Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals. Job Description Role overview We are seeking a Trainee Office Coordinator to deliver high-quality administrative support across our Newcastle office, encompassing front of house, office administration, and local events management. This pivotal role is responsible for ensuring the smooth day-to-day running of the office, creating a professional and welcoming environment for visitors and employees, and supporting the successful delivery of local events. The successful candidate will play a key part in maintaining efficient administrative processes, enabling business functions to operate effectively, and contributing to the overall success of the firm. Please note: FRP will be relocating its Newcastle office in the coming months. As part of this transition, the successful candidate will be required to work from our new office at One Trinity Gardens, Broad Chare, Newcastle upon Tyne, NE1 2HF . Key Responsibilities Handle telephone calls and enquiries efficiently, courteously, and professionally Receive clients, visitors, and suppliers; notify relevant staff members for deliveries Ensure the front of house and meeting rooms are clean and presentable at all times Assist with administrative duties for office matters including processing invoices, maintain accurate records within business systems and assisting to implement with building and safety requirements Assist with general administrative duties for the partners and wider team Coordinate and Organise local Marketing and Events including preparing and monitoring invites. Maintain electronic filing systems, ensuring data accuracy and supporting data cleansing initiatives as required Research and book venues; maintain relationships with suppliers Coordinate and monitor e-brief communications and other internal communications activities. Support client onboarding activities, including referrals, conflict checks and CRM maintenance. Book Partner/Director client team lunches, presentations, and local networking events Assist with administrative duties for events (e.g., badges, place settings, documents/presentation packs) Coordinate internal local networking across the business Further Development FRP is committed to supporting your professional development through ongoing training and learning opportunities. This may include a relevant apprenticeship or recognised qualification to help you develop your skills and progress in your role. Qualifications Minimum five grade A to C GCSEs including English and Mathematics Previous experience in business administration and front-of-house/customer-facing roles is advantageous. Proficient in Microsoft Office, including Word, Excel, PowerPoint, and Outlook. Strong written and verbal communication skills. Highly organised and meticulous, with excellent attention to detail. Excellent time management and prioritisation skills, with the ability to manage multiple tasks effectively. Additional Information Our Values Straightforward : We provide clear, no-nonsense advice Confident : Our guidance is backed by expertise and evidence Pragmatic : We focus on practical solutions and tangible outcomes Real : We are professional yet approachable, understanding the challenges our clients face Our Commitment to You and the Environment At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment. We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive. Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential. We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.
Jul 29, 2026
Full time
Company Description About FRP At FRP, we are a leading national business advisory firm based in the UK. With over 950 team members, including 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory, and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value. Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals. Job Description Role overview We are seeking a Trainee Office Coordinator to deliver high-quality administrative support across our Newcastle office, encompassing front of house, office administration, and local events management. This pivotal role is responsible for ensuring the smooth day-to-day running of the office, creating a professional and welcoming environment for visitors and employees, and supporting the successful delivery of local events. The successful candidate will play a key part in maintaining efficient administrative processes, enabling business functions to operate effectively, and contributing to the overall success of the firm. Please note: FRP will be relocating its Newcastle office in the coming months. As part of this transition, the successful candidate will be required to work from our new office at One Trinity Gardens, Broad Chare, Newcastle upon Tyne, NE1 2HF . Key Responsibilities Handle telephone calls and enquiries efficiently, courteously, and professionally Receive clients, visitors, and suppliers; notify relevant staff members for deliveries Ensure the front of house and meeting rooms are clean and presentable at all times Assist with administrative duties for office matters including processing invoices, maintain accurate records within business systems and assisting to implement with building and safety requirements Assist with general administrative duties for the partners and wider team Coordinate and Organise local Marketing and Events including preparing and monitoring invites. Maintain electronic filing systems, ensuring data accuracy and supporting data cleansing initiatives as required Research and book venues; maintain relationships with suppliers Coordinate and monitor e-brief communications and other internal communications activities. Support client onboarding activities, including referrals, conflict checks and CRM maintenance. Book Partner/Director client team lunches, presentations, and local networking events Assist with administrative duties for events (e.g., badges, place settings, documents/presentation packs) Coordinate internal local networking across the business Further Development FRP is committed to supporting your professional development through ongoing training and learning opportunities. This may include a relevant apprenticeship or recognised qualification to help you develop your skills and progress in your role. Qualifications Minimum five grade A to C GCSEs including English and Mathematics Previous experience in business administration and front-of-house/customer-facing roles is advantageous. Proficient in Microsoft Office, including Word, Excel, PowerPoint, and Outlook. Strong written and verbal communication skills. Highly organised and meticulous, with excellent attention to detail. Excellent time management and prioritisation skills, with the ability to manage multiple tasks effectively. Additional Information Our Values Straightforward : We provide clear, no-nonsense advice Confident : Our guidance is backed by expertise and evidence Pragmatic : We focus on practical solutions and tangible outcomes Real : We are professional yet approachable, understanding the challenges our clients face Our Commitment to You and the Environment At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on the natural environment. We are always striving to improve in all areas - whether it's our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive. Our learning and development programmes enable us to invest in growing our employees' careers. We aim to empower our team members to each achieve their potential. We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.
Trainee Mortgage Advisor / Mortgage Broker - Romford £29,500 including Car Allowance OTE £55,000+ Uncapped High Earnings Cameron James Professional Recruitment is proud to be recruiting for an exciting Trainee Mortgage Advisor opportunity within a highly successful and expanding estate agency and financial services business based in Romford. This opportunity would suit an ambitious Trainee Mortgage Advisor, aspiring Mortgage Broker, CeMAP qualified sales professional, or customer-focused individual looking to build a long-term career within financial services. The successful Trainee Mortgage Advisor will benefit from warm leads, full training, administrative support, excellent high earnings potential, structured progression, and the opportunity to work within a supportive and highly successful environment. Key Benefits £27,000 basic salary £2,500 car allowance Uncapped commission structure Realistic OTE of £55,000+ Existing lead generation Full training and mentoring Full admin support 33 days paid holiday plus birthday off Pension, life insurance, and company incentives Structured career progression Responsibilities Learning to provide mortgage and protection advice Building relationships with customers and introducers Working closely with estate agency branches Converting warm leads into completed business Managing applications through to completion Maintaining FCA compliance standards Progressing into a successful Mortgage Broker role Requirements CeMAP qualified or studying towards CeMAP preferred Strong communication and relationship-building skills Motivated, target-driven, and professional attitude Sales or customer-facing experience preferred This is an outstanding opportunity to join a market-leading business offering strong high earnings potential and genuine career progression within the mortgage and financial services sector. For further information, please apply today for a confidential discussion.
Jul 29, 2026
Full time
Trainee Mortgage Advisor / Mortgage Broker - Romford £29,500 including Car Allowance OTE £55,000+ Uncapped High Earnings Cameron James Professional Recruitment is proud to be recruiting for an exciting Trainee Mortgage Advisor opportunity within a highly successful and expanding estate agency and financial services business based in Romford. This opportunity would suit an ambitious Trainee Mortgage Advisor, aspiring Mortgage Broker, CeMAP qualified sales professional, or customer-focused individual looking to build a long-term career within financial services. The successful Trainee Mortgage Advisor will benefit from warm leads, full training, administrative support, excellent high earnings potential, structured progression, and the opportunity to work within a supportive and highly successful environment. Key Benefits £27,000 basic salary £2,500 car allowance Uncapped commission structure Realistic OTE of £55,000+ Existing lead generation Full training and mentoring Full admin support 33 days paid holiday plus birthday off Pension, life insurance, and company incentives Structured career progression Responsibilities Learning to provide mortgage and protection advice Building relationships with customers and introducers Working closely with estate agency branches Converting warm leads into completed business Managing applications through to completion Maintaining FCA compliance standards Progressing into a successful Mortgage Broker role Requirements CeMAP qualified or studying towards CeMAP preferred Strong communication and relationship-building skills Motivated, target-driven, and professional attitude Sales or customer-facing experience preferred This is an outstanding opportunity to join a market-leading business offering strong high earnings potential and genuine career progression within the mortgage and financial services sector. For further information, please apply today for a confidential discussion.
Trainee Mortgage Advisor / Mortgage Broker - Basildon £29,500 Basic inclduing Car Allowance OTE £55,000+ Uncapped High Earnings Cameron James Professional Recruitment is proud to be recruiting for an exciting Trainee Mortgage Advisor opportunity within a highly successful and expanding estate agency and financial services business based in Basildon. This opportunity would suit an ambitious Trainee Mortgage Advisor, aspiring Mortgage Broker, CeMAP qualified sales professional, or customer-focused individual looking to build a long-term career within financial services. The successful Trainee Mortgage Advisor will benefit from warm leads, full training, administrative support, excellent high earnings potential, structured progression, and the opportunity to work within a supportive and highly successful environment. Key Benefits £27,000 basic salary £2,500 car allowance Uncapped commission structure Realistic OTE of £55,000+ Existing lead generation Full training and mentoring Full admin support 33 days paid holiday plus birthday off Pension, life insurance, and company incentives Structured career progression Responsibilities Learning to provide mortgage and protection advice Building relationships with customers and introducers Working closely with estate agency branches Converting warm leads into completed business Managing applications through to completion Maintaining FCA compliance standards Progressing into a successful Mortgage Broker role Requirements CeMAP qualified or studying towards CeMAP preferred Strong communication and relationship-building skills Motivated, target-driven, and professional attitude Sales or customer-facing experience preferred This is an outstanding opportunity to join a market-leading business offering strong high earnings potential and genuine career progression within the mortgage and financial services sector. For further information, please apply today for a confidential discussion.
Jul 29, 2026
Full time
Trainee Mortgage Advisor / Mortgage Broker - Basildon £29,500 Basic inclduing Car Allowance OTE £55,000+ Uncapped High Earnings Cameron James Professional Recruitment is proud to be recruiting for an exciting Trainee Mortgage Advisor opportunity within a highly successful and expanding estate agency and financial services business based in Basildon. This opportunity would suit an ambitious Trainee Mortgage Advisor, aspiring Mortgage Broker, CeMAP qualified sales professional, or customer-focused individual looking to build a long-term career within financial services. The successful Trainee Mortgage Advisor will benefit from warm leads, full training, administrative support, excellent high earnings potential, structured progression, and the opportunity to work within a supportive and highly successful environment. Key Benefits £27,000 basic salary £2,500 car allowance Uncapped commission structure Realistic OTE of £55,000+ Existing lead generation Full training and mentoring Full admin support 33 days paid holiday plus birthday off Pension, life insurance, and company incentives Structured career progression Responsibilities Learning to provide mortgage and protection advice Building relationships with customers and introducers Working closely with estate agency branches Converting warm leads into completed business Managing applications through to completion Maintaining FCA compliance standards Progressing into a successful Mortgage Broker role Requirements CeMAP qualified or studying towards CeMAP preferred Strong communication and relationship-building skills Motivated, target-driven, and professional attitude Sales or customer-facing experience preferred This is an outstanding opportunity to join a market-leading business offering strong high earnings potential and genuine career progression within the mortgage and financial services sector. For further information, please apply today for a confidential discussion.
Job Description: Trainee Sales Advisor Location: Wolverhampton Salary: £26,500 Basic + Uncapped Commission ( £50k £60k OTE ) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Wolverhampton looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £25k base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Wolverhampton hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role.Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. PLEASE NOTE: To be considered for this role, you must be living within 30 minutes commute of work location. Cowell Recruitment is an equal opportunity recruitment agency. E&OE. Applicants must have the right to work (RTW) full time in the UK.
Jul 29, 2026
Full time
Job Description: Trainee Sales Advisor Location: Wolverhampton Salary: £26,500 Basic + Uncapped Commission ( £50k £60k OTE ) Hours: Mon Fri (No Weekends Early Friday Finish) Ready to trade the "daily grind" for a genuine career? Are you great with people, tired of working weekends, and feeling like your current paycheck doesn't match your effort? Cowell Recruitment is partnered with a multi-award-winning broker in Wolverhampton looking for the next generation of Sales superstars. You don't need a background in finance or a history in sales we are looking for personality, resilience, and a hunger to earn. Through fully-funded training, we will help you transition from a Trainee into a Qualified Protection Advisor, giving you a professional qualification and a massive boost to your earning potential. Why join the team? The Money: A solid £25k base with a realistic OTE of £50k £60k. Commission is uncapped if you work hard, you get paid. The Leads: Forget "cold calling into the void." 50% of your leads are provided, meaning you re talking to people who actually want to hear from you. The Balance: No weekends, no bank holidays, and we head home at 4:30 PM every Friday. The Vibe: Modern office, casual dress code, and a team that actually supports one another. The Role: What you ll be doing Based in our vibrant Wolverhampton hub, you ll be the first point of contact for customers looking to protect their family s future. Consulting: Talking to clients to understand their needs and explaining how Life Insurance can help. Managing: Keeping track of your pipeline and following up on warm leads. Learning: Studying for industry-recognised certifications (fully funded) to become a regulated expert. Your Schedule (Designed for Performance) We put the work in early so we can enjoy the weekend sooner: Mon Wed: 09 00 Thursday: 09 00 Friday: 09 30 ( Early Finish! ) What we re looking for You don t need a fancy CV; you just need the right attitude: Resilience: You see a "no" as just one step closer to a "yes." Communication: You re a "people person" who finds it easy to build rapport over the phone. Ambition: You want to earn more than just a basic salary and are eager to build a long-term career. Compliance: You must be able to pass a standard DBS and Credit Check (standard for Financial Services). Important: Candidates must possess the permanent Right to Work in the UK. We are unable to offer visa sponsorship for this role.Ready to change your life? If you re driven, professional, and ready to earn what you re truly worth, we want to hear from you. Apply today with your CV for an immediate review. PLEASE NOTE: To be considered for this role, you must be living within 30 minutes commute of work location. Cowell Recruitment is an equal opportunity recruitment agency. E&OE. Applicants must have the right to work (RTW) full time in the UK.
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 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.
Financial Planner / Adviser Albrighton, Wolverhampton Hybrid and flexible working £30,000 to £40,000 plus uncapped bonus and benefits MBF are currently working with a growing Financial Planning business in Albrighton to recruit a Financial Planner. This opportunity could suit either a newly qualified Adviser looking to achieve CAS, or someone in the earlier stages of their advisory career who wants greater access to clients and opportunities. The company may also consider a slightly more experienced Adviser with a small number of existing client relationships. For the right person, there is flexibility to offer a higher starting salary. The opportunity You will work closely with the firm's Directors and existing Advisers, initially helping to look after and develop relationships with existing clients. The business generates a healthy flow of opportunities through its own marketing, lead generation and corporate client relationships. You will therefore have several routes through which to build your client bank: Existing clients passed across by established Advisers New enquiries generated through the company's marketing Introductions from lead-generation activity Opportunities to speak with members of the firm's corporate schemes Referrals and relationships developed through your own clients There should be enough existing work to keep you busy while you develop your confidence and advisory skills, alongside genuine scope to generate new business and build a successful client bank. You will have access to an established administration team, in-house paraplanning support and outsourced paraplanning when required. This will allow you to concentrate on developing client relationships and providing advice. Earnings potential The company offers an attractive and achievable validation structure, allowing Advisers to begin earning bonus relatively quickly. As an example, an Adviser earning £30,000 would receive 30% of business generated above £1,000 per month. If they generated £100,000 of business over the year: Basic salary: £30,000 Business above annual validation: £88,000 Bonus at 30%: £26,400 Total earnings: £56,400 For someone joining on a higher salary, the validation point would be adjusted accordingly, with 30% payable above it. The scheme is uncapped and offers excellent longer-term earning potential. About you The company is open-minded about the precise level of experience but is particularly interested in people who are: Level 4 qualified or approaching completion of the Diploma Newly qualified and looking for their first advisory opportunity Already advising but still in the early stages of building their career Comfortable developing new client relationships and generating business Professional, motivated and focused on providing a good client experience Keen to learn from experienced Advisers while gradually developing greater independence Previous exposure to pensions and investments would be beneficial. Candidates who are not yet CAS may be considered, provided they have the qualifications, attitude and potential to develop into the role. The company The team currently consists of the Managing Director, two Operations Directors, five Financial Advisers and eight employees working across administration and other support functions. It is an established and supportive environment in which a developing Adviser can gain experience without being left to find every opportunity themselves. Package Basic salary of approximately £30,000 to £40,000, potentially higher for an Adviser bringing some client relationships Uncapped bonus at 30% above an agreed validation level Flexible, naturally hybrid working Part-time working may also be considered 25 days' holiday plus bank holidays Private medical insurance Healthcare cash plan Six times salary life assurance 5% employer pension contribution with 3% employee contribution Administration and paraplanning support Ongoing development and mentoring
Jul 28, 2026
Full time
Financial Planner / Adviser Albrighton, Wolverhampton Hybrid and flexible working £30,000 to £40,000 plus uncapped bonus and benefits MBF are currently working with a growing Financial Planning business in Albrighton to recruit a Financial Planner. This opportunity could suit either a newly qualified Adviser looking to achieve CAS, or someone in the earlier stages of their advisory career who wants greater access to clients and opportunities. The company may also consider a slightly more experienced Adviser with a small number of existing client relationships. For the right person, there is flexibility to offer a higher starting salary. The opportunity You will work closely with the firm's Directors and existing Advisers, initially helping to look after and develop relationships with existing clients. The business generates a healthy flow of opportunities through its own marketing, lead generation and corporate client relationships. You will therefore have several routes through which to build your client bank: Existing clients passed across by established Advisers New enquiries generated through the company's marketing Introductions from lead-generation activity Opportunities to speak with members of the firm's corporate schemes Referrals and relationships developed through your own clients There should be enough existing work to keep you busy while you develop your confidence and advisory skills, alongside genuine scope to generate new business and build a successful client bank. You will have access to an established administration team, in-house paraplanning support and outsourced paraplanning when required. This will allow you to concentrate on developing client relationships and providing advice. Earnings potential The company offers an attractive and achievable validation structure, allowing Advisers to begin earning bonus relatively quickly. As an example, an Adviser earning £30,000 would receive 30% of business generated above £1,000 per month. If they generated £100,000 of business over the year: Basic salary: £30,000 Business above annual validation: £88,000 Bonus at 30%: £26,400 Total earnings: £56,400 For someone joining on a higher salary, the validation point would be adjusted accordingly, with 30% payable above it. The scheme is uncapped and offers excellent longer-term earning potential. About you The company is open-minded about the precise level of experience but is particularly interested in people who are: Level 4 qualified or approaching completion of the Diploma Newly qualified and looking for their first advisory opportunity Already advising but still in the early stages of building their career Comfortable developing new client relationships and generating business Professional, motivated and focused on providing a good client experience Keen to learn from experienced Advisers while gradually developing greater independence Previous exposure to pensions and investments would be beneficial. Candidates who are not yet CAS may be considered, provided they have the qualifications, attitude and potential to develop into the role. The company The team currently consists of the Managing Director, two Operations Directors, five Financial Advisers and eight employees working across administration and other support functions. It is an established and supportive environment in which a developing Adviser can gain experience without being left to find every opportunity themselves. Package Basic salary of approximately £30,000 to £40,000, potentially higher for an Adviser bringing some client relationships Uncapped bonus at 30% above an agreed validation level Flexible, naturally hybrid working Part-time working may also be considered 25 days' holiday plus bank holidays Private medical insurance Healthcare cash plan Six times salary life assurance 5% employer pension contribution with 3% employee contribution Administration and paraplanning support Ongoing development and mentoring
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.
