NJR Recruitment

Are you ready to level up your career with a well-established and forward-thinking insurance brokerage? We're on the lookout for a dynamic and experienced Account Handler to join one of our client's high performing specialist teams in Manchester. If you're looking for a role where you can make an impact, we'd love to hear from you! As an Account Handler, you'll be the go-to person for managing clients' insurance portfolios. You'll make sure they get the best coverage while providing top-notch service in an efficient manner and with a sound technical knowledge of Property related risks. Account Handler Responsibilities: - Build strong relationships with clients, understand their needs, and provide the perfect insurance solutions. - Management of renewals, placements, and mid-term adjustments. - Gather all the key information and documentation for renewal meetings, staying organised and detail oriented. - Keep everything up to date on Acturis and make sure all records are accurate. The Ideal Account Handler: - Proven experience in commercial insurance broking, ideally with a strong knowledge of Property and Construction products. - Strong negotiation and communication skills, securing the best deals for both clients and the business. - A friendly, approachable attitude with the ability to form strong relationships. - Cert CII qualified or a desire to get it completed - assistance will be provided! - Proficiency with Acturis software is essential for this role. Why You'll Love this Role: - Highly competitive salary - up to £50,000 depending on experience. - 25 days annual leave (increasing with tenure) plus Bank Holidays. - Company pension and Group Life Insurance. - Childcare voucher and cycle to work schemes. - Holiday day purchase scheme. - Join a forward-thinking team with a strong history and great future. - Work in a supportive environment that values your professional growth. - Take ownership of your career with opportunities for training and development. If this sounds like the perfect next step in your career, apply with your CV today! NJR17000

Are you looking for an exciting opportunity to make a real impact? NJR Recruitment are thrilled to be supporting one of our longstanding clients in their search for an SME Account Handler in their Manchester office. In this exciting role, you'll be the driving force behind managing a diverse client portfolio, supporting Account Executives, and solving problems every day! Key Responsibilities of the SME Account Handler: - Keep the client portfolio running smoothly day-to-day. - Build and nurture strong relationships with clients and insurers. - Be the go-to person for all client and provider queries, offering quick and effective solutions. - Support Account Executives in the day-to-day servicing of clients as well as managing some of your own accounts. - Take charge of administration tasks - such as invoicing, MTAs, renewals and more. - Keep accurate records and stay on top of internal systems. Our Ideal SME Account Handler: - Previous experience in Insurance (Broker or Insurer) or Customer Service/Sales. - Exceptional communication and organisational skills. - A proactive, detail-oriented approach and the ability to work under pressure with a positive approach to working in a fast-paced environment. - A team player with strong negotiation skills and commercial awareness. - Experience working on Acturis and CII qualifications are highly desirable. Benefits of the SME Account Handler: - Competitive Salary - 25 days holiday + bank holidays - Pension scheme for a secure future and more! Ready to take the leap? If you are an Account Handler seeking a new opportunity in Central Manchester, then do not miss out on this opportunity and apply today! NJR17002

An exciting opportunity has arisen to join a highly respected insurance broker that continues to grow its commercial presence in the regions. Known for its professional yet personal approach, the business combines strong market knowledge with a collaborative team culture. This role offers the chance to take ownership of your success and develop within a supportive and dynamic environment. Responsibilities of the New Business Account Executive: This role will focus on driving new business growth and building trusted relationships with clients. - Client acquisition: Proactively identify and pursue new business opportunities through self-generated leads, as well as following up on group-provided introductions. - Relationship management: Build and maintain strong relationships with clients, delivering tailored solutions that meet their insurance needs. - Collaboration: Work closely with account handlers to ensure a smooth onboarding process and consistent service delivery. - Retention: Manage the ongoing servicing of your accounts, including mid-term and renewal meetings, supported by a dedicated account handling team. - Negotiation: Secure competitive terms through effective negotiation with insurers and partners. - Compliance: Maintain awareness of regulatory requirements and ensure all activity aligns with internal and external standards. - Reporting: Provide updates on new business activity, performance, and market trends. Requirements: - Proven experience in commercial insurance, with strong technical understanding across multiple classes of business. - Track record of success in a target-driven environment, with the ability to develop and convert new opportunities. - Excellent communication skills and the ability to build lasting relationships with clients and insurers. - Strong market knowledge and established insurer relationships. - Proactive, driven, and confident working independently as well as part of a wider team. - Industry qualifications (such as Cert CII or above) are desirable but not essential. Benefits of the role: - Competitive salary and attractive bonus structure. - Clear opportunities for progression within a growing and secure business. - Collaborative and professional working environment. - Generous holiday allowance. - Death in service cover (x4 salary). - Company pension scheme. - Support with professional qualifications. This is an excellent opportunity for a motivated Account Executive to take ownership of their success within a forward-thinking brokerage that values expertise, quality, and client care. If you're ambitious, proactive, and looking for your next challenge, we'd love to hear from you. Ready to make your move? Apply today! NJR16979

Ready to take ownership of a commercial book and shape your own success? A highly regarded Regional insurance brokerage is seeking an experienced Commercial Account Executive to join their team in the Warrington area. This is an exciting opportunity to take on a book of committed clients, with the autonomy to grow and service the book directly. You'll be joining a stable and supportive team where professional development is encouraged, and your success will be recognised and rewarded! Responsibilities of the Account Executive: - Manage and grow a commercial portfolio, handling all servicing needs including renewals, MTAs, queries and new business opportunities. - Maintain regular contact with clients, ensuring documentation, cover and service levels are consistently accurate and high quality. - Collaborate with Account Handlers, administrators and the leadership team to support retention and growth targets. - Negotiate with underwriters on larger or more complex risks where required. - Contribute to management information reporting and wider team goals. What we are looking for: - A proven background as a Commercial Account Executive with strong knowledge of core commercial lines such as Property, Motor and Liabilities - Comfortable managing your own portfolio, with a proactive approach to both servicing and business development. - Excellent communication, negotiation and stakeholder engagement skills. - Proficiency in Acturis or similar broking systems. - A full UK driving licence is essential due to the client base location. Benefits of the Account Executive: - Salary of £45,000 - £55,000 plus Bonus, Car & Benefits. - 25 days' plus bank holidays, company pension, and a flexible benefits offering. - Support for ongoing professional development, including CII qualifications. - A collaborative and down-to-earth working culture with great growth potential. Ready to make your move? Apply today! This is genuinely a great opportunity for an Account Executive looking to take ownership of a book and build a long-term future with a respected and supportive firm. NJR16978

A well-established insurance brokerage based in Manchester City Centre is seeking an experienced Account Handler to join one of their specialist teams! This role will involve maintaining and servicing the insurance portfolios of a number of key clients, including UK corporates, international clients with operations in the UK, and UK businesses with overseas exposures. Working alongside international broker partners, you'll play a key role in delivering a professional, high-quality service to a diverse client base. The Senior Account Handler role: - Manage and develop client relationships, understanding their needs and ensuring appropriate insurance cover is arranged in collaboration with international partners. - Handle a wide range of technical and administrative queries from clients, providing a high standard of customer service. - Work with underwriters to amend and adapt policies in response to client requirements. - Prepare renewal and pre-renewal documentation, including claims histories and other relevant materials. - Support Account Executives with the full renewal and placing process, including mid-term adjustments and risk assessments. - Liaise with overseas brokers to coordinate and manage global insurance programmes. - Keep up to date with market conditions and trends affecting client industries. - Ensure accurate data entry and policy administration using Acturis. - Monitor personal performance against agreed targets. - Adhere to FCA regulations and internal compliance procedures. - Maintain an up-to-date understanding of regulatory developments and changes. Our ideal Senior Account Handler: - Extensive commercial insurance experience across Property, Casualty and Financial Lines. - Strong communication skills, with the ability to engage with international broker partners and negotiate effectively on behalf of clients. - A genuine interest in international affairs and global markets would be advantageous. - Proven ability to build and maintain strong working relationships based on trust and reliability. - Committed to delivering excellent customer service. - Good understanding of the insurance market and sector-specific risks. - Progress towards, or completion of, Chartered Insurance Institute qualifications - ideally ACII. - Knowledge of FCA regulations and a proactive approach to compliance. Salary and Benefits of the role: - £45,000 - £50,000 depending on experience plus benefits - 25 days annual leave (increasing with tenure) + Bank Holidays - Company pension and Group Life Insurance - Childcare voucher and cycle to work schemes - Holiday day purchase scheme - Structured training and development programmes If this sounds like the perfect next step in your career, apply with your CV today! NJR16981

An exciting opportunity has arisen for an ambitious Account Executive who enjoys the new business element of the role to join an independent broker. You will be remote based but ideally living in the North West or Midlands regions. This is your chance for you to grow alongside an expanding business, build your own client portfolio across a range of industries and offer a personalised cross-class commercial insurance offerings - working with some clients whose premiums range can soar up to 1,000,000 GWP! Key Responsibilities: - Generate New Business: Identify and secure new clients while managing and renewing existing accounts. - Client Relationship Management: Deliver high-quality service to ensure client satisfaction and retention to the existing book of clients you will inherit. - Collaborative Work: Partner with internal teams to create tailored insurance solutions for your clients and support in developing the knowledge of Account Handlers. - Face of the Business: Drive to client locations to meet with them face to face, providing them with a more memorable experience. The Ideal Commercial Account Executive: - Proven experience of Commercial Insurance in a broking environment, able to demonstrate a strong knowledge across a wide range of different products. - An excellent understanding of the UK insurance market. - Ability to generate leads independently whilst also securing new business through warm leads provided to you internally. - Excellent communication and interpersonal skills, both in a verbal and written manner, able to develop and maintain close relationships with new and existing clients. - Enthusiastic, hardworking and driven attitude, able to work well as part of a team and also have a keen eye for detail. Benefits of the Commercial Account Executive? - Highly competitive salary plus bonus and benefits - Flexible working options - Opportunity for fully remote working. - Ongoing training and professional development to support your career growth. Ready to take the leap? If you're a Commercial Account Executive looking to make a significant impact in a dynamic, fast-growing company and have the drive to succeed, apply today! NJR17001

NJR Recruitment are working with an expanding nsurance business to recruit an experienced Commercial Account Handler. This is a great opportunity to join a collaborative team where your expertise will be valued, and your development supported within a professional and client-focused environment. You'll play a key role in delivering a high standard of service to a varied commercial client base, working closely with Account Executives to ensure all client needs are managed efficiently and effectively. Responsibilities of the Account Handler: - Supporting Account Executives with the management of renewals, new business, and mid-term adjustments, ensuring accuracy and efficiency throughout. - Maintaining accurate client records and ensuring all documentation and financial transactions are processed correctly. - Building and maintaining strong relationships with clients, providing a high level of service and tailored support. - Identifying opportunities to enhance cover and advising on potential gaps within existing policies. - Liaising with insurers to negotiate terms and support the placement of risks. - Handling mid-term changes and providing support with claims where required. What we are looking for: - Previous experience within a Commercial Account Handler role in an insurance broking environment. - Strong communication skills with a proactive and client-focused approach. - Excellent attention to detail and the ability to manage multiple priorities. - A collaborative approach and commitment to delivering high service standards. - Good understanding of commercial insurance products and the wider market. Benefits of the role: - Salary of £32,000 - £40,000 plus benefits. - CII qualification support. - Hybrid working options available once established in the role. - Ongoing training and development. - Company pension contributions. - Life insurance. This is an excellent opportunity for a Commercial Account Handler looking to take the next step in a supportive and professional environment, with a business that invests in its people and values long-term development. NJR16983

IFA Administrator Leeds £28,000 - £35,000 + Benefits NJR Recruitment is delighted to be working with an established and highly regarded financial planning business in Leeds, who are looking to recruit an experienced IFA Administrator to join their team. This is an excellent opportunity for an experienced IFA/Wealth Management Administrator who enjoys working in a busy, technical environment and takes pride in delivering accurate, compliant administration to support advisers and their clients. The role will involve supporting the full new business process, dealing with investment platforms and life companies, maintaining accurate client records and ensuring that client files are fully compliant before business is submitted. The Role As an IFA Administrator, your responsibilities will include: Preparing and pre-completing application forms Obtaining illustrations and relevant pre-advice documentation Submitting new business and investment trades via various platforms and life companies Onboarding new clients and ensuring files are fully compliant Adding and maintaining client information on Intelligent Office (iO) Submitting Letters of Authority to providers and obtaining policy information Maintaining fee agreements, client agreements and peer-reviewed reports Keeping compliance sections within the fact find up to date Providing general office and administrative support when required What We're Looking For The successful candidate will ideally have: At least 3 years' experience in a similar role within financial services Strong understanding of the new business and investment administration process Experience dealing with investment platforms and life companies Good knowledge of compliance and AML requirements Experience using Intelligent Office (iO) would be highly advantageous Excellent attention to detail and organisational skills The ability to manage multiple tasks and work to deadlines Good communication skills and a professional approach Competent Word and Excel skills to an intermediate level What's On Offer? Salary up to £35,000, depending on experience Employer pension contribution Death in Service - 4 x salary 24 days' holiday + bank holidays Discretionary bonus Vitality Private Medical Insurance Exam support and ongoing training Excellent opportunity to develop your career within an established financial planning business Interested? If you're an experienced IFA Administrator looking for a new opportunity in Leeds and want to join a professional business where quality, compliance and client service are at the heart of the role, we'd love to hear from you. Apply today or contact NJR Recruitment quoting NJR16795

NJR are thrilled to once again be supporting one of our key clients in their search for a Claims Executive to help with the delivery of an exceptional claims service across a UK-wide operation. This is a senior role within the Claims function, focused on driving high-quality outcomes, developing key relationships and providing technical support across the wider claims team. This is a fantastic opportunity for someone who is highly organised, commercially minded and confident in building relationships with insurers, suppliers, clients and internal stakeholders. You'll take ownership of key claims initiatives, support complex cases and play an important role in developing the claims proposition and delivering continuous improvement. Responsibilities of the Claim Executive: o Drive the highest possible level of service from insurers and suppliers through regular engagement and effective escalation. o Build and maintain strong relationships with insurers, suppliers and key internal stakeholders. o Support business retention initiatives by providing claims management information and insight. o Contribute to the development and external promotion of the claims proposition through thought leadership and marketing activity. o Lead key client relationship management strategies and ensure these are effectively delivered across the team. o Manage a small portfolio of high-profile and complex claims, ensuring timely resolution and accurate record keeping. o Provide technical guidance and support to the wider Claims team on complex or technical issues. o Assist with producing claims performance reports, identifying trends and implementing improvements o Drive proactive client feedback to identify positive outcomes and areas for continuous improvement. o Promote the expertise and capabilities of the Claims function both internally and externally. o Travel as required to develop relationships and support the successful delivery of key strategies and programmes. What we are looking for: o Proven experience within a Senior Commercial Insurance Claims role is essential. o Relevant professional qualifications are desirable. o Strong technical mindset with excellent attention to detail. o Exceptional organisational and time-management skills. o Confident relationship manager with strong diplomacy and influencing skills. o Excellent stakeholder management and communication abilities, both written and verbal. o Commercially aware with the ability to understand and use management information effectively. o A proactive, solutions-focused approach with a genuine "can do" attitude. o Strong people skills with the ability to mentor, influence and support colleagues. o Self-motivated, flexible and able to remain calm and focused under pressure. o Proven ability to develop strong relationships with external stakeholders and use these relationships to add value. o Willingness to travel as required across the UK. o Professional, collaborative and committed approach to delivering exceptional client service. Benefits of the Claim Executive: o Competitive salary and comprehensive benefits package. o Opportunity to take on a senior role within a growing UK Claims function. o UK-wide opportunities with various locations available. o Excellent opportunities for professional development and career progression. o Supportive and collaborative working environment. o Opportunity to influence the development of the Claims proposition. o Exposure to complex and high-profile claims. o Ongoing training, mentoring and development opportunities. If you're an experienced Claims professional looking for a senior opportunity where you can influence the direction of a Claims function, develop key relationships and make a genuine difference to client outcomes, apply now to find out more. Ready to take the leap? If you are a Claim Executive seeking a new opportunity with locations available across the UK, then do not miss out on this opportunity and apply today! NJR16982

Ready to win new business and make a real commercial impact? Use your insurance knowledge and experience in industry? If you are, please read on! We're working with a highly professional insurance inspection firm who are looking for an ambitious and commercially driven Business Development Executive to join their team. This is an exciting opportunity for a confident professional who enjoys opening doors, building relationships and converting opportunities into long-term partnerships. The Role You'll work closely with the Business Development Manager to generate new business across insurance broker and some direct sales channels. Key responsibilities include: - Generating new business through proactive prospecting, networking and relationship building. - Managing opportunities from initial contact through to conversion. - Building strong relationships with brokers, intermediaries and clients. - Presenting solutions and negotiating commercially. - Following up on inbound enquiries and marketing campaigns. - Maintaining an accurate sales pipeline and CRM. - Identifying new market and commercial opportunities. About You We're looking for someone with: - Proven experience in sales or business development. - A track record of achieving sales targets. - Strong relationship-building and communication skills. - Experience managing a sales pipeline and CRM. - Commercial awareness and strong negotiation skills. - A proactive, resilient and target-driven approach. - Experience working with insurance brokers, intermediaries or within the insurance sector would be ideal - The role would suit an Assistant Underwriter and Underwriter with a trading bias looking to do something different but maintain insurance market involvement. What's on Offer? - £35,000 - £42,000 plus Bonus - 23 days holiday plus Birthday & Bank Holidays - Life Assurance - 4x salary - Enhanced pension contributions. - Cycle to Work Scheme. - Employee Assistance Programme. - Training, development and clear career progression. - A supportive, growing and commercially focused environment. Interested? If you're ready to take your next step in Business Development and make a genuine impact, apply today! NJR16985.

Account Executive Leader Bristol Location: Bristol Salary: £75,000 - £85,000 Are you an experienced commercial insurance professional with a strong background in managing complex corporate clients and leading high-performing teams? NJR Recruitment is working with a leading global risk advisory business that is looking to appoint a Account Executive Leader to its Bristol office. This is a senior opportunity for someone who enjoys combining people leadership, strategic client management and commercial growth, while remaining closely involved with some of the South West's largest and most complex organisations. The Role You will predominantly focus on leading and developing a high-performing team, while maintaining strategic involvement with key corporate clients. Your responsibilities will include: -Lead, coach and inspire a team of Account Executives, establishing clear standards and a high-performance culture. -Provide strategic leadership across a portfolio of large, complex and often multinational corporate clients. -Act as an executive sponsor for key client relationships, ensuring high-quality and proactive service delivery. -Lead insurance programme design and renewal strategy, including budgets and proposals. -Shape placement strategies and negotiate fees and engagement terms. -Build and maintain senior relationships with clients and insurers. -Lead client meetings and presentations, including engagement with Boards and Risk Committees where required. -Work alongside specialist brokers and service teams to deliver effective client outcomes. -Play an active role within the Bristol Leadership Team, supporting the wider South West growth strategy. About You You will ideally have: -Strong people leadership capability, with formal line management experience preferred. -Proven experience servicing and advising large corporate clients, ideally within complex, multinational or multi-site environments. -A strong track record of client retention and relationship development. -Excellent analytical and problem-solving skills, with the ability to turn complex risk issues into clear commercial recommendations. -ACII qualification, either part or fully qualified, or an equivalent professional qualification. -Strong experience managing complex corporate insurance portfolios and maintaining high service standards. -Evidence of driving growth through new business, cross-selling and developing existing client relationships. -A proactive, commercially minded approach and the confidence to challenge the status quo. The Opportunity This role offers the chance to combine senior client exposure with genuine leadership responsibility, working with some of the region's most significant organisations while helping shape the continued growth of a market-leading risk advisory business in the South West. If you're looking for a role where you can develop people, build senior client relationships and have a genuine influence on the direction of an established Bristol operation, we'd be keen to hear from you. NJR16987

Account Handler/Team Leader - Bristol Location: Bristol Salary: £55,000 - £60,000 Are you an experienced insurance professional with a passion for developing people and delivering an exceptional service to corporate clients? NJR Recruitment is working with a leading global risk advisory business that is looking for an experienced Account Handler/Team Leader to join its Bristol operation. This is an exciting opportunity for an inspiring people leader to take responsibility for a high-performing team supporting a diverse portfolio of corporate clients, while playing a visible role in the continued growth and development of the Bristol office. The Role As Account Handler/Team Leader, you will: -Lead, coach and develop a team of Account Handlers, creating clear expectations and supporting individual progression. -Set high standards for client service, ensuring proactive and consistent delivery. -Work closely with Account Executives, brokers and insurers to support renewal and placement strategies. -Develop strong client relationships and contribute insight-led risk advice. -Support the wider Bristol leadership agenda, including growth, retention and recruitment. -Promote best practice, strong governance and continuous improvement across the team. -Create a positive and inclusive environment where colleagues can perform at their best. About You We're looking for someone who can demonstrate: -Previous leadership experience, either through formal management or an informal/team leadership capacity. -Strong account handling experience across medium to large UK corporate and/or global accounts. -A consultative approach with the ability to understand risk and turn complex issues into clear recommendations. -Excellent organisation and prioritisation skills. -Strong communication skills and the ability to remain calm and effective under pressure. -Good working knowledge of Microsoft Office and confidence using data to improve outcomes. -A genuine interest in coaching, developing and supporting others. Desirable: -ACII or equivalent qualification, or actively working towards it. -Strong insurer relationships and confidence negotiating outcomes for clients. -A proven track record of developing engaged, high-performing teams. -A curious and innovative approach to improving client experience and operational efficiency. This is a fantastic opportunity for an experienced insurance professional who wants to take the next step in their leadership career and play a key role in shaping the future of a growing Bristol operation. NJR: 16986

Senior Financial Planning Administrator Location: Cheadle - Fully office based Salary up to £32,000 plus benefits Contract: Permanent, Full-Time NJR Recruitment is currently working with a highly respected, independent financial planning firm to recruit a Senior Financial Planning Administrator. This is an integral role within the business, providing essential support to Financial Planners and delivering an excellent, client-centric service. The successful candidate will join a busy and collaborative team where accuracy, communication and the ability to work to agreed timescales are key. About the Role As a Senior Financial Planning Administrator , you will work closely with Financial Planners, Paraplanners and other key stakeholders to support the delivery of high-quality financial planning and advice services. You will be responsible for a varied workload, supporting clients directly while also ensuring the Financial Planners have everything they need to deliver an exceptional client experience. Key Responsibilities Supporting clients and Financial Planners via telephone, email and video Handling client enquiries and liaising with providers Promoting the Personal Financial Portal and processing referrals Booking appointments and managing Financial Planner diaries Preparing complex meeting packs and supporting Financial Planners with client meeting preparation Submitting instructions to platforms and providers Working closely with Financial Planners on all aspects of their day-to-day client work Meeting and greeting clients and visitors to the office when required Opening, scanning and distributing incoming mail Maintaining accurate and up-to-date client records, back-office systems and shared folders Contacting new and existing clients to obtain information on behalf of Financial Planners Working closely with Paraplanners and other stakeholders to support clients and the delivery of financial planning services Providing general administration and coordination support as required About You The successful candidate will ideally have: Previous experience in a Financial Planning support or administration role within financial services Strong knowledge of Microsoft Office, particularly Word, Excel, Teams and SharePoint Knowledge of Intelligent Office (IO) Excellent organisational skills and strong attention to detail Good numeracy skills Excellent communication and interpersonal skills The ability to manage a varied workload and work effectively as part of a team The ability to work to tight deadlines with minimal supervision A proactive, adaptable and client-focused approach If you're an experienced Financial Services Administrator or Client Services professional looking for a varied role within a collaborative financial planning environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16996. Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

IFA Co-Ordinator (Administrator) Location: Nottingham - Hybrid Salary: up to £32,000 (Experience dependant) Hours: 35 hours per week, with flexibility to meet client and business needs Contract: Permanent, Full-Time NJR Recruitment is currently working with a highly respected, nationwide independent financial planning firm to recruit a IFA Administrator (Co-ordinator) This is an integral role within the business, providing essential support to Financial Planners and delivering an excellent, client-centric service. The successful candidate will join a busy and collaborative team where accuracy, communication, and the ability to work to agreed timescales are key. You will ideally have industry related experience of working within a similar role to be considered, About the Role As a IFA Administrator (Co-Ordinator), you will work closely with Financial Planners, Paraplanners and other key stakeholders to support the delivery of high-quality financial planning and advice services. You will be responsible for a varied workload, supporting clients directly while also ensuring the Financial Planners have everything they need to deliver an exceptional client experience. What's on Offer? Salary up to £32,000 35-hour working week with flexibility Hybrid working 25 days' holiday plus bank holidays Private Medical Insurance Life Assurance Pension Income Replacement Key Responsibilities Supporting clients and Financial Planners via telephone, email and video Handling client enquiries and liaising with providers Promoting the Personal Financial Portal and processing referrals Booking appointments and managing Financial Planner diaries Preparing complex meeting packs and supporting Financial Planners with client meeting preparation Submitting instructions to platforms and providers Working closely with Financial Planners on all aspects of their day-to-day client work Meeting and greeting clients and visitors to the office when required Opening, scanning and distributing incoming mail Maintaining accurate and up-to-date client records, back-office systems and shared folders Contacting new and existing clients to obtain information on behalf of Financial Planners Working closely with Paraplanners and other stakeholders to support clients and the delivery of financial planning services Providing general administration and coordination support as required About You The successful candidate will ideally have: Previous experience in a Financial Planning support or administration role within financial services Strong knowledge of Microsoft Office, particularly Word, Excel, Teams and SharePoint Knowledge of Intelligent Office (IO) Excellent organisational skills and strong attention to detail Good numeracy skills Excellent communication and interpersonal skills The ability to manage a varied workload and work effectively as part of a team The ability to work to tight deadlines with minimal supervision A proactive, adaptable and client-focused approach If you're an experienced Financial Services Administrator or Client Services professional looking for a varied role within a collaborative financial planning environment, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16995 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Paraplanner Salary up to £42,000 Location: Derby Contract: Permanent, Full-Time Our client are a well-established Wealth Management Firm based in the Derby area and as a result of their ongoing growth they now have an excellent opportunity for a for a talented Paraplanner to join their well established and growing organisation. The business specialise in providing holistic Financial Planning advice to a growing client bank consisting of high-net-worth individuals, you will need to have Industry related knowledge and experience in order to be considered for this position. You will be working within a busy and vibrant team, the main function of the role will be providing Paraplanning support to 2 Financial Planners, to assist them in delivering a first-class service to all clients. This is an excellent opportunity for a Level 4 qualified Paraplanner who enjoys producing high-quality, technically robust advice and wants to play an important role in delivering an exceptional client experience. You will work across a broad range of financial planning areas, including retirement, investments, protection, IHT, trusts and business planning, while also providing essential administration support to ensure cases progress smoothly. The Role You will be responsible for preparing personalised and meaningful suitability reports, undertaking detailed research and analysis, and supporting advisers throughout the advice process. Working as part of a small and collaborative team, you'll manage multiple cases, work to deadlines and ensure all client work is accurate, compliant, and supported by the appropriate documentation. Key Responsibilities Accurately prepare personalised suitability reports and letters that are clear, meaningful and client focused. Work efficiently to meet agreed deadlines and manage multiple cases simultaneously. Prepare recommendations across: Retirement planning, including transfers and drawdown. Investment planning. Protection. Inheritance Tax and Trust planning. Business planning. Ensure client work and documentation, including fact finds and illustrations, are accurate, compliant and supported by the relevant paperwork. Undertake comparative research to support client recommendations. Analyse client information and provide detailed technical commentary. Investigate client queries thoroughly and provide accurate responses. Provide administration support, including requesting additional Letter of Authority information and assisting with business submissions. Assist with the preparation of presentation packs and relevant client documentation. Work closely with advisers and colleagues to ensure a seamless client journey and consistently high-quality advice. Contribute positively to the wider team and support continuous improvements in processes and ways of working. About You We're looking for an experienced and technically capable Paraplanner who takes pride in producing accurate, high-quality work. Essential: Level 4 CII Diploma in Financial Planning, or equivalent. Previous Paraplanning experience. Good understanding of financial products and services. Strong analytical skills, with the ability to interpret records and provide detailed technical commentary. Excellent organisational skills and the ability to manage an effective workload across multiple cases. Strong attention to detail and commitment to producing high-quality work. Good understanding of the administration and support elements of Paraplanning, including business submission and presentation pack preparation. Excellent written and verbal communication skills. A positive, collaborative and professional approach. Desirable: Experience using FE Analytics. Experience using Voyant. Experience using Salesforce and/or Aptus. Experience across a broad range of financial planning areas. About the Team Team fit is particularly important as you'll be joining a small, friendly and collaborative team. The business has a positive approach to both work and life and is looking for someone who shares this outlook. You'll have the opportunity to take ownership of your work, develop your technical expertise and make a genuine contribution to the client experience. Additional Information Permanent, full-time position. Based at the Allestree office . Overtime may occasionally be required during particularly busy periods, including the end of the tax year and year-end. Excellent opportunity to develop your career within a supportive financial planning environment. If you're an experienced Level 4 Paraplanner looking for a role where technical quality, teamwork and client outcomes are genuinely valued, we'd love to hear from you. Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you NJR16966

Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Financial Adviser Location: North West Salary: Competitive + Bonus & Benefits An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing and dynamic wealth management firm in the North West. This role is ideally suited to a newly qualified adviser or someone with 1-2 years' advising experience looking to take the next step in their financial planning career. You will be joining a supportive business with a strong paraplanning and administration infrastructure, allowing you to focus on delivering excellent client outcomes and developing your client relationships. The Role As a Financial Adviser, you will provide tailored financial planning advice to clients across pensions, investments, protection, savings and tax planning. You will take ownership of client relationships, delivering high quality advice while helping clients achieve both their immediate and long-term financial goals. This is an excellent opportunity for an adviser who is eager to develop their technical knowledge, grow with the business and build a successful long-term career in wealth management. Key Responsibilities Provide high quality financial advice across pensions, investments, protection, savings and tax planning Build and maintain strong long-term client relationships Take responsibility for understanding each client's financial objectives and circumstances Work closely with paraplanning and administration teams to deliver an excellent client experience Manage and develop an existing client bank while identifying opportunities to grow assets under management Support wider business improvements and contribute to delivering strong client outcomes Maintain CPD requirements and annual SPS accreditation Deliver advice in line with FCA regulations and company standards About You Fully qualified to provide regulated financial advice (Level 4 Diploma essential) 1-2 years' experience as a Financial Adviser or a newly qualified adviser looking to progress Strong understanding of financial planning and wealth management Experience dealing with clients face-to-face and virtually Excellent communication and relationship-building skills Strong attention to detail and organisational ability Comfortable working collaboratively within a team environment Experience using financial planning software would be advantageous Proactive, client-focused and motivated to succeed What's on Offer Opportunity to join a growing and supportive wealth management business Strong paraplanning and administration support Career progression and ongoing development opportunities Collaborative team environment Competitive salary, bonus and benefits package Opportunity to build and develop your client portfolio Apply today via NJR Recruitment or call quoting the reference NJR16726 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Financial Adviser Location: North West Salary: Competitive + Bonus & Benefits An exciting opportunity has arisen for a motivated and ambitious Financial Adviser to join a growing and dynamic wealth management firm in the North West. This role is ideally suited to a newly qualified adviser or someone with 1-2 years' advising experience looking to take the next step in their financial planning career. You will be joining a supportive business with a strong paraplanning and administration infrastructure, allowing you to focus on delivering excellent client outcomes and developing your client relationships. The Role As a Financial Adviser, you will provide tailored financial planning advice to clients across pensions, investments, protection, savings and tax planning. You will take ownership of client relationships, delivering high quality advice while helping clients achieve both their immediate and long-term financial goals. This is an excellent opportunity for an adviser who is eager to develop their technical knowledge, grow with the business and build a successful long-term career in wealth management. Key Responsibilities Provide high quality financial advice across pensions, investments, protection, savings and tax planning Build and maintain strong long-term client relationships Take responsibility for understanding each client's financial objectives and circumstances Work closely with paraplanning and administration teams to deliver an excellent client experience Manage and develop an existing client bank while identifying opportunities to grow assets under management Support wider business improvements and contribute to delivering strong client outcomes Maintain CPD requirements and annual SPS accreditation Deliver advice in line with FCA regulations and company standards About You Fully qualified to provide regulated financial advice (Level 4 Diploma essential) 1-2 years' experience as a Financial Adviser or a newly qualified adviser looking to progress Strong understanding of financial planning and wealth management Experience dealing with clients face-to-face and virtually Excellent communication and relationship-building skills Strong attention to detail and organisational ability Comfortable working collaboratively within a team environment Experience using financial planning software would be advantageous Proactive, client-focused and motivated to succeed What's on Offer Opportunity to join a growing and supportive wealth management business Strong paraplanning and administration support Career progression and ongoing development opportunities Collaborative team environment Competitive salary, bonus and benefits package Opportunity to build and develop your client portfolio Apply today via NJR Recruitment or call quoting the reference NJR16726 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719