Account Manager Major Retail Accounts Greater Manchester - Hybrid £35,000 - £45,000 dependent upon experience Our client, a FTSE100 supplier to the retail industry now has an exciting opportunity for a Key Account Manager to join their team working with major retail customers. Candidates will have experience managing retailer accounts - Supermarkets, High Street retailers, etc Would suit an Account Executive looking for next step What can our client offer? A competitive salary A comprehensive benefits package including 25 days annual leave (plus the option to buy more), pension, bonus and much more. Hybrid working (2 days at home, 3 days in office). Excellent career progression opportunities. Job Purpose: To support the customer by delivering engagement and value in your role ensuring your allocated customers are receiving a service that meets and exceeds their contractual requirements. To manage multiple internal and external contacts developing strong relationships, working proactively, with a problem solving and growth mindset. Taking accountability and shared responsibility for delivering customer satisfaction linked to the companies value proposition. Key Accountabilities: To provide a value-add experience to your allocated customers. To manage queries and expectations of head office stakeholders. To support the CX Managers against delivery of customer business plan. To identify, manage and convert opportunities into growth. To engage with the customer and internal stakeholders to become the voice of the customer within the business. To deliver commercial value for our customers whilst delivering in line with contractual frameworks for the business. Skills Required: Proven track record of relationship management with an ability to influence. Experience of working to tight deadlines and delivering KPI's or contractual requirements. Proven track record of managing and delivering growth within an existing customer relationship. Strong attention to detail with a drive for a positive customer experience. An understanding of business planning. Comfortable with the usage, presentation and analysis of data. Relevant working experience ideally gained in a retail environment, preferably in similar / transferable roles Apply online or for further information please contact one of our specialist consultants quoting reference number: NJR16673
Jul 12, 2026
Full time
Account Manager Major Retail Accounts Greater Manchester - Hybrid £35,000 - £45,000 dependent upon experience Our client, a FTSE100 supplier to the retail industry now has an exciting opportunity for a Key Account Manager to join their team working with major retail customers. Candidates will have experience managing retailer accounts - Supermarkets, High Street retailers, etc Would suit an Account Executive looking for next step What can our client offer? A competitive salary A comprehensive benefits package including 25 days annual leave (plus the option to buy more), pension, bonus and much more. Hybrid working (2 days at home, 3 days in office). Excellent career progression opportunities. Job Purpose: To support the customer by delivering engagement and value in your role ensuring your allocated customers are receiving a service that meets and exceeds their contractual requirements. To manage multiple internal and external contacts developing strong relationships, working proactively, with a problem solving and growth mindset. Taking accountability and shared responsibility for delivering customer satisfaction linked to the companies value proposition. Key Accountabilities: To provide a value-add experience to your allocated customers. To manage queries and expectations of head office stakeholders. To support the CX Managers against delivery of customer business plan. To identify, manage and convert opportunities into growth. To engage with the customer and internal stakeholders to become the voice of the customer within the business. To deliver commercial value for our customers whilst delivering in line with contractual frameworks for the business. Skills Required: Proven track record of relationship management with an ability to influence. Experience of working to tight deadlines and delivering KPI's or contractual requirements. Proven track record of managing and delivering growth within an existing customer relationship. Strong attention to detail with a drive for a positive customer experience. An understanding of business planning. Comfortable with the usage, presentation and analysis of data. Relevant working experience ideally gained in a retail environment, preferably in similar / transferable roles Apply online or for further information please contact one of our specialist consultants quoting reference number: NJR16673
We're working with a respected insurer who is looking to appoint a Senior Motor Trade Underwriter to join their Midlands, North, or Scotland team. This is an exciting opportunity for an experienced underwriter who enjoys technical underwriting, strong broker engagement, and developing business within a dynamic regional portfolio. Responsibilities of the position: Profitably underwrite bespoke commercial lines motor trade risks within agreed strategy, appetite, and authority limits. Act as the nominated development relationship underwriter for a panel of Mid-Market brokers, building and maintaining strong relationships. Develop and support the regional commercial lines account by engaging with new and existing broker relationships. Contribute to achieving growth targets through proactive prospecting and optimising sales and retention. Maintain accurate audit trails using internal systems, processes, and procedures. Provide technical guidance and support to colleagues, taking referrals as required. Keep up to date with the commercial lines market, regional broking landscape, and relevant legislation and legal developments. Participate in ad-hoc tasks to ensure smooth operation of the region and wider commercial motor trade business. Deliver consistently high service levels for both internal and external customers. What we're looking for: Strong and decisive approach to underwriting Motor Trade risks with proven trading skills, including prospecting and optimising new business and retention. Excellent communication skills with the ability to influence results and sell the benefits of insurer products. Ability to work independently in broker offices as well as collaboratively within a team. Proactive, motivated, and adaptable, able to perform under pressure while maintaining underwriting discipline. Minimum Cert CII required, Dip CII or progress towards preferred. Experience in underwriting and trading commercial motor products. Proven relationship management skills with Mid-Market brokers. Good problem-solving skills and ability to meet and exceed personal and team objectives. Benefits of the Senior Motor Trade Underwriter role: Up to £60,000 circa per annum + annual bonus scheme. Flexible working options. CII qualification support & study time. 25 days annual leave. 4 salary Group Life Assurance. Generous employer pension contributions. Access to discounted retail vouchers and gym memberships. If you're an experienced Motor Trade Underwriter seeking progression, a challenging portfolio, and a supportive environment, we're keen to hear from you. Apply now with your CV or contact one of our specialist consultants quoting job reference NJR16590.
Jul 11, 2026
Full time
We're working with a respected insurer who is looking to appoint a Senior Motor Trade Underwriter to join their Midlands, North, or Scotland team. This is an exciting opportunity for an experienced underwriter who enjoys technical underwriting, strong broker engagement, and developing business within a dynamic regional portfolio. Responsibilities of the position: Profitably underwrite bespoke commercial lines motor trade risks within agreed strategy, appetite, and authority limits. Act as the nominated development relationship underwriter for a panel of Mid-Market brokers, building and maintaining strong relationships. Develop and support the regional commercial lines account by engaging with new and existing broker relationships. Contribute to achieving growth targets through proactive prospecting and optimising sales and retention. Maintain accurate audit trails using internal systems, processes, and procedures. Provide technical guidance and support to colleagues, taking referrals as required. Keep up to date with the commercial lines market, regional broking landscape, and relevant legislation and legal developments. Participate in ad-hoc tasks to ensure smooth operation of the region and wider commercial motor trade business. Deliver consistently high service levels for both internal and external customers. What we're looking for: Strong and decisive approach to underwriting Motor Trade risks with proven trading skills, including prospecting and optimising new business and retention. Excellent communication skills with the ability to influence results and sell the benefits of insurer products. Ability to work independently in broker offices as well as collaboratively within a team. Proactive, motivated, and adaptable, able to perform under pressure while maintaining underwriting discipline. Minimum Cert CII required, Dip CII or progress towards preferred. Experience in underwriting and trading commercial motor products. Proven relationship management skills with Mid-Market brokers. Good problem-solving skills and ability to meet and exceed personal and team objectives. Benefits of the Senior Motor Trade Underwriter role: Up to £60,000 circa per annum + annual bonus scheme. Flexible working options. CII qualification support & study time. 25 days annual leave. 4 salary Group Life Assurance. Generous employer pension contributions. Access to discounted retail vouchers and gym memberships. If you're an experienced Motor Trade Underwriter seeking progression, a challenging portfolio, and a supportive environment, we're keen to hear from you. Apply now with your CV or contact one of our specialist consultants quoting job reference NJR16590.
An opportunity has arisen for an experienced Commercial Account Handler to join a busy and well-established insurance brokerage, supporting a diverse portfolio of commercial clients while working as part of a collaborative and highly professional team. This is a fantastic opportunity for someone who enjoys building strong client relationships, thrives in a busy environment and wants to join a business that genuinely supports career development. Working closely with an Account Executive, you'll support a varied commercial portfolio across renewals, mid-term adjustments and new business. Responsibilities of the Commercial Account Handler: Manage a varied portfolio of commercial insurance clients on a day-to-day basis. Handle renewals, mid-term adjustments and new business enquiries from start to finish. Be the go-to contact for clients and insurers, providing a responsive and professional service. Build strong working relationships with both clients and insurance providers. Support retention and identify opportunities to cross-sell and generate referrals. Check policy documentation thoroughly and resolve any issues before issuing to clients. Keep all client and policy records accurate and up to date on internal systems. Deliver a high level of service and support across every stage of the client journey. What we are looking for: Previous Commercial Insurance experience is essential. Strong knowledge of risks including Commercial Combined, Property Owners, Fleet, Contractors Combined and Office & Surgeries. Acturis and E-Trade experience is preferred but not essential. PI, MLP and Cyber experience would be advantageous. Strong communication and relationship-building skills. Organised, proactive and able to manage a busy workload. Excellent attention to detail and ability to work under pressure. Positive and professional team player. Benefits of the Commercial Account Handler: Salary of £30,000 - £35,000 plus bonus. 26 days holiday plus bank holidays. Hybrid working - 3 days in the office and 2 from home once settled in the role. Support towards CII or ACII qualifications. Long-term career progression opportunities. Pension scheme and wellbeing support. Paid volunteering day. Company recognition awards. If you're an experienced Commercial Account Handler looking for a role where you'll be trusted, supported and given the opportunity to progress, apply now to find out more. Ready to take the leap? If you are an Account Handler seeking a new opportunity in Chester, then do not miss out on this opportunity and apply today! For further information please contact one of our specialist consultants and quote job reference NJR16725
Jul 10, 2026
Full time
An opportunity has arisen for an experienced Commercial Account Handler to join a busy and well-established insurance brokerage, supporting a diverse portfolio of commercial clients while working as part of a collaborative and highly professional team. This is a fantastic opportunity for someone who enjoys building strong client relationships, thrives in a busy environment and wants to join a business that genuinely supports career development. Working closely with an Account Executive, you'll support a varied commercial portfolio across renewals, mid-term adjustments and new business. Responsibilities of the Commercial Account Handler: Manage a varied portfolio of commercial insurance clients on a day-to-day basis. Handle renewals, mid-term adjustments and new business enquiries from start to finish. Be the go-to contact for clients and insurers, providing a responsive and professional service. Build strong working relationships with both clients and insurance providers. Support retention and identify opportunities to cross-sell and generate referrals. Check policy documentation thoroughly and resolve any issues before issuing to clients. Keep all client and policy records accurate and up to date on internal systems. Deliver a high level of service and support across every stage of the client journey. What we are looking for: Previous Commercial Insurance experience is essential. Strong knowledge of risks including Commercial Combined, Property Owners, Fleet, Contractors Combined and Office & Surgeries. Acturis and E-Trade experience is preferred but not essential. PI, MLP and Cyber experience would be advantageous. Strong communication and relationship-building skills. Organised, proactive and able to manage a busy workload. Excellent attention to detail and ability to work under pressure. Positive and professional team player. Benefits of the Commercial Account Handler: Salary of £30,000 - £35,000 plus bonus. 26 days holiday plus bank holidays. Hybrid working - 3 days in the office and 2 from home once settled in the role. Support towards CII or ACII qualifications. Long-term career progression opportunities. Pension scheme and wellbeing support. Paid volunteering day. Company recognition awards. If you're an experienced Commercial Account Handler looking for a role where you'll be trusted, supported and given the opportunity to progress, apply now to find out more. Ready to take the leap? If you are an Account Handler seeking a new opportunity in Chester, then do not miss out on this opportunity and apply today! For further information please contact one of our specialist consultants and quote job reference NJR16725
Corporate Account Executive - Manchester Up to £70,000 + Car Allowance, Bonus & Benefits NJR Recruitment is excited to partner with a leading insurance firm to recruit an ambitious and experienced Corporate Account Executive to join one of their top-performing teams in Manchester. This is a fantastic opportunity to work with large, complex corporate clients and make a meaningful impact on their risk management strategies. You'll have the chance to take ownership of key accounts, develop long-term client relationships, and contribute to strategic business growth within a supportive, collaborative team environment. Key Responsibilities: Client Portfolio: Manage a portfolio of large corporate clients, ensuring their insurance and risk needs are fully met. Strategy & Development: Collaborate with colleagues to develop and implement renewal and placement strategies. Business Development: Work alongside your team to identify and win new business opportunities. Client Relationships: Serve as the primary contact for clients, managing day-to-day service requirements and fostering long-term partnerships. Teamwork: Partner with internal teams to deliver tailored risk management solutions and stay informed on market trends. What we are looking for: Strong commercial insurance experience with a proven track record in client-facing roles. Excellent communication, negotiation, and relationship-building skills. ACII qualification or equivalent is preferred. Resilient and adaptable, able to work under pressure while maintaining high service standards. Benefits of the Corporate Account Executive: Hybrid working - three days in the office, two from home. Up to £70,000 salary plus Car Allowance, Bonus & Benefits. Full support for Cert CII exams and professional development. Highly competitive company pension contributions. Life assurance and income protection. Employee-only healthcare (optional family cover). Health assessments and micro health checks. 27 days holiday (with option to buy/sell). Cycle to work scheme, gym membership, retail and restaurant discounts. Critical illness and dental insurance. Ready to Join? If you're an experienced Corporate Account Executive looking for a challenging and rewarding role, apply with your CV today! For more information, contact one of our specialist consultants and quote job reference NJR16263.
Jul 10, 2026
Full time
Corporate Account Executive - Manchester Up to £70,000 + Car Allowance, Bonus & Benefits NJR Recruitment is excited to partner with a leading insurance firm to recruit an ambitious and experienced Corporate Account Executive to join one of their top-performing teams in Manchester. This is a fantastic opportunity to work with large, complex corporate clients and make a meaningful impact on their risk management strategies. You'll have the chance to take ownership of key accounts, develop long-term client relationships, and contribute to strategic business growth within a supportive, collaborative team environment. Key Responsibilities: Client Portfolio: Manage a portfolio of large corporate clients, ensuring their insurance and risk needs are fully met. Strategy & Development: Collaborate with colleagues to develop and implement renewal and placement strategies. Business Development: Work alongside your team to identify and win new business opportunities. Client Relationships: Serve as the primary contact for clients, managing day-to-day service requirements and fostering long-term partnerships. Teamwork: Partner with internal teams to deliver tailored risk management solutions and stay informed on market trends. What we are looking for: Strong commercial insurance experience with a proven track record in client-facing roles. Excellent communication, negotiation, and relationship-building skills. ACII qualification or equivalent is preferred. Resilient and adaptable, able to work under pressure while maintaining high service standards. Benefits of the Corporate Account Executive: Hybrid working - three days in the office, two from home. Up to £70,000 salary plus Car Allowance, Bonus & Benefits. Full support for Cert CII exams and professional development. Highly competitive company pension contributions. Life assurance and income protection. Employee-only healthcare (optional family cover). Health assessments and micro health checks. 27 days holiday (with option to buy/sell). Cycle to work scheme, gym membership, retail and restaurant discounts. Critical illness and dental insurance. Ready to Join? If you're an experienced Corporate Account Executive looking for a challenging and rewarding role, apply with your CV today! For more information, contact one of our specialist consultants and quote job reference NJR16263.
Account Manager - Major Supermarket Account £40,000 - £50,000 plus market leading benefits Manchester - Hybrid Working Our client, a FTSE100 supplier to the retail industry now has an exciting opportunity for an Account Manager to join their team managing a major supermarket account. What can our client offer? A competitive salary A comprehensive benefits package including 25 days annual leave (plus the option to buy more), pension, bonus and much more. Hybrid working (2 days at home, 3 days in office). Excellent career progression opportunities. Job Purpose: To manage the customer by delivering engagement and value in your role ensuring your allocated customers are receiving a service that meets and exceeds their contractual requirements. To manage multiple internal and external contacts developing strong relationships, working proactively, with a problem solving and growth mindset. Taking accountability and shared responsibility for delivering customer satisfaction linked to the companies value proposition. Key Accountabilities: Manage the customer through: Creation and delivery of business plans i) internal and ii) external Create and deliver customer value proposition ensuring a value-add experience for your allocated customer(s) To engage with our customer and internal stakeholders to become the voice of the customer within the company To deliver commercial value for our customers whilst delivering inline with contractual frameworks for the company To identify, manage and convert opportunities into growth Line management, as applicable, ensuring support and development within the line management structure including setting of clear objectives and regular 1.2.1's General Duties include: New Business/opportunities/GAP analysis Definition and delivery of customer Business plan ensuring updated on rolling basis Definition and delivery of customer specific value proposition, updating regularly Delivery of Engagement plan Account administration including pipeline, updating of business plan, definition of internal and external account objectives and actions Account growth; sales and margin enhancement Ways of working enhancement and evolution Internal communication to ensure clear understanding of the customer's needs and a one-team approach Customer-facing communication ensuring visibility of issues, resolutions, value-adds, the value proposition and measurement against clear, agreed joint priorities. Customer engagement - KPI's, meetings, store visits New product enquiries/quotations Allocation agreement/upload Budget/Flash forecasting Category reviews Price increase/decrease management (inc. SPE's) Contractual execution - including savings management Skills Required: Proven track record of relationship management with an ability to influence. Experience of working to tight deadlines and delivering KPI's or contractual requirements. Proven track record of managing and delivering growth within an existing customer relationship. Strong attention to detail with a drive for a positive customer experience. An understanding of business planning. Comfortable with the usage, presentation and analysis of data. Relevant working experience ideally gained in a retail environment, preferably in similar / transferable roles Line management as applicable Apply online or for further information please contact one of our specialist consultants quoting reference number: NJR16800
Jul 09, 2026
Full time
Account Manager - Major Supermarket Account £40,000 - £50,000 plus market leading benefits Manchester - Hybrid Working Our client, a FTSE100 supplier to the retail industry now has an exciting opportunity for an Account Manager to join their team managing a major supermarket account. What can our client offer? A competitive salary A comprehensive benefits package including 25 days annual leave (plus the option to buy more), pension, bonus and much more. Hybrid working (2 days at home, 3 days in office). Excellent career progression opportunities. Job Purpose: To manage the customer by delivering engagement and value in your role ensuring your allocated customers are receiving a service that meets and exceeds their contractual requirements. To manage multiple internal and external contacts developing strong relationships, working proactively, with a problem solving and growth mindset. Taking accountability and shared responsibility for delivering customer satisfaction linked to the companies value proposition. Key Accountabilities: Manage the customer through: Creation and delivery of business plans i) internal and ii) external Create and deliver customer value proposition ensuring a value-add experience for your allocated customer(s) To engage with our customer and internal stakeholders to become the voice of the customer within the company To deliver commercial value for our customers whilst delivering inline with contractual frameworks for the company To identify, manage and convert opportunities into growth Line management, as applicable, ensuring support and development within the line management structure including setting of clear objectives and regular 1.2.1's General Duties include: New Business/opportunities/GAP analysis Definition and delivery of customer Business plan ensuring updated on rolling basis Definition and delivery of customer specific value proposition, updating regularly Delivery of Engagement plan Account administration including pipeline, updating of business plan, definition of internal and external account objectives and actions Account growth; sales and margin enhancement Ways of working enhancement and evolution Internal communication to ensure clear understanding of the customer's needs and a one-team approach Customer-facing communication ensuring visibility of issues, resolutions, value-adds, the value proposition and measurement against clear, agreed joint priorities. Customer engagement - KPI's, meetings, store visits New product enquiries/quotations Allocation agreement/upload Budget/Flash forecasting Category reviews Price increase/decrease management (inc. SPE's) Contractual execution - including savings management Skills Required: Proven track record of relationship management with an ability to influence. Experience of working to tight deadlines and delivering KPI's or contractual requirements. Proven track record of managing and delivering growth within an existing customer relationship. Strong attention to detail with a drive for a positive customer experience. An understanding of business planning. Comfortable with the usage, presentation and analysis of data. Relevant working experience ideally gained in a retail environment, preferably in similar / transferable roles Line management as applicable Apply online or for further information please contact one of our specialist consultants quoting reference number: NJR16800
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.
May 31, 2026
Full time
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.
May 30, 2026
Full time
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.
May 25, 2026
Full time
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.
May 25, 2026
Full time
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
May 23, 2026
Full time
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
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
May 22, 2026
Full time
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
Sheffield (Hybrid working available) IFA Administrator £28,000 - £34,000 Hours: Full-time, Monday to Friday NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield! What You'll Do: Provide day-to-day admin support to Financial Advisers and Paraplanners Prepare documentation and client packs for meetings Process new business and track applications to completion Liaise with clients and product providers Maintain accurate client records using CRM systems Assist with compliance checks and regulatory documentation What We're Looking For: Previous experience in a financial planning or wealth management admin role Strong organisational skills and excellent attention to detail Confident communicator, both written and verbal A CV that demonstrates longevity and stability in previous roles What's On Offer: Competitive salary based on experience Hybrid working (3 days in office / 2 from home once fully trained) Support with professional qualifications (e.g. CII Diploma) A friendly, professional, and team-focused culture 27 days holiday + bank holidays Company pension scheme and other benefits Enhanced Pension Scheme Healthcare cash plan Death in Service Cover If you're ready to take the next step in your financial services career and want a role with long-term prospects, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16708
May 22, 2026
Full time
Sheffield (Hybrid working available) IFA Administrator £28,000 - £34,000 Hours: Full-time, Monday to Friday NJR Recruitment is thrilled to be recruiting for a leading, award winning IFA firm who are looking for a financial planning administrator to join their team in Sheffield! What You'll Do: Provide day-to-day admin support to Financial Advisers and Paraplanners Prepare documentation and client packs for meetings Process new business and track applications to completion Liaise with clients and product providers Maintain accurate client records using CRM systems Assist with compliance checks and regulatory documentation What We're Looking For: Previous experience in a financial planning or wealth management admin role Strong organisational skills and excellent attention to detail Confident communicator, both written and verbal A CV that demonstrates longevity and stability in previous roles What's On Offer: Competitive salary based on experience Hybrid working (3 days in office / 2 from home once fully trained) Support with professional qualifications (e.g. CII Diploma) A friendly, professional, and team-focused culture 27 days holiday + bank holidays Company pension scheme and other benefits Enhanced Pension Scheme Healthcare cash plan Death in Service Cover If you're ready to take the next step in your financial services career and want a role with long-term prospects, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16708
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
May 21, 2026
Full time
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION Altrincham SALARY Up to 30,000 30 Days Holidays + Bank Holidays 9% Pension Contribution Two days WFH - Flexible working hours NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; Processing new business applications - Pensions & Investments Creating Client Illustrations & Valuations Use of Provider Platforms Liaising with very HNW Clients and Sports professionals Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. REF: NJR16701
May 21, 2026
Full time
NEW & EXCLUSIVE ROLE - IFA ADMINISTRATOR LOCATION Altrincham SALARY Up to 30,000 30 Days Holidays + Bank Holidays 9% Pension Contribution Two days WFH - Flexible working hours NJR Recruitment are working exclusively and in Partnership with a large and Award-Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising HNW Clients the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; Processing new business applications - Pensions & Investments Creating Client Illustrations & Valuations Use of Provider Platforms Liaising with very HNW Clients and Sports professionals Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. REF: NJR16701
IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!
May 21, 2026
Full time
IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!
IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
May 20, 2026
Full time
IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
Production Planner £35,000 - £40,000 Monday - Friday (7am - 3pm) FMCG experience required Wigan Our Client, is a well-established textile manufacturing company supplying products to retailers worldwide, due to their on-going growth now have an excellent opportunity for an experienced Production Planner to join their team. You will be responsible for coordinating production schedules, managing workflow priorities, and ensuring customer orders are delivered efficiently and on time. Working closely with production, purchasing, warehouse, and sales teams, the successful candidate will play a key role in maintaining smooth operations within a fast-paced textiles manufacturing environment. Key Responsibilities Develop and maintain daily and weekly production schedules Coordinate manufacturing activities to meet customer delivery requirements Monitor production capacity, material availability, and workflow efficiency Liaise with purchasing and warehouse teams to ensure timely availability of raw materials Track production progress and update schedules as required Identify and resolve planning or scheduling issues to minimise delays Maintain accurate production and inventory records Work closely with production supervisors to optimise machine and labour utilisation Support continuous improvement initiatives within the planning process Skills & Experience Previous experience in production planning within FMCG Strong organisational and time management skills Good communication and problem-solving abilities Ability to work under pressure and manage changing priorities Competent IT skills, including Microsoft Excel and ERP/MRP systems High attention to detail and accuracy Apply online or for further information please contact one of our specialist consultants quoting Ref: NJR16706
May 19, 2026
Full time
Production Planner £35,000 - £40,000 Monday - Friday (7am - 3pm) FMCG experience required Wigan Our Client, is a well-established textile manufacturing company supplying products to retailers worldwide, due to their on-going growth now have an excellent opportunity for an experienced Production Planner to join their team. You will be responsible for coordinating production schedules, managing workflow priorities, and ensuring customer orders are delivered efficiently and on time. Working closely with production, purchasing, warehouse, and sales teams, the successful candidate will play a key role in maintaining smooth operations within a fast-paced textiles manufacturing environment. Key Responsibilities Develop and maintain daily and weekly production schedules Coordinate manufacturing activities to meet customer delivery requirements Monitor production capacity, material availability, and workflow efficiency Liaise with purchasing and warehouse teams to ensure timely availability of raw materials Track production progress and update schedules as required Identify and resolve planning or scheduling issues to minimise delays Maintain accurate production and inventory records Work closely with production supervisors to optimise machine and labour utilisation Support continuous improvement initiatives within the planning process Skills & Experience Previous experience in production planning within FMCG Strong organisational and time management skills Good communication and problem-solving abilities Ability to work under pressure and manage changing priorities Competent IT skills, including Microsoft Excel and ERP/MRP systems High attention to detail and accuracy Apply online or for further information please contact one of our specialist consultants quoting Ref: NJR16706
Ready to put your organisational skills to the test in a fast-paced, supportive environment? We're on the lookout for an Administrator to join a thriving Motor Insurance company in Central Manchester. If you're detail-oriented, love keeping things running smoothly, and enjoy variety in your day-to-day tasks, this could be the role for you! The Administrator role: Invoice Management: Process payments and handle supplier invoice queries. File Organisation: Keep emails and correspondence neatly filed and easy to access. Office Support: Take care of general post, filing, and day-to-day office tasks. Customer Communication: Keep clients updated with clear and timely responses. Stock Management: Help manage office supplies to ensure everything runs smoothly. Data Input: Accurately input and maintain vital data across systems. The Ideal Administrator Candidate: Claims Administration experience is a bonus, but not a dealbreaker. Comfortable using Excel and Outlook. Super organised with the ability to juggle multiple tasks. A proactive attitude and a willingness to pitch in where needed. What's in it for You: Salary: £23,000 - £25,000 per year Location: Central Manchester, easily accessible by public transport. Full-time, Monday to Friday with a supportive team and growth potential. Ready to take the leap? If you are an Administrator seeking a new opportunity in Central Manchester, then do not miss out on this opportunity and apply today! For further information please contact one of our specialist consultants and quote job reference NJR16592
May 19, 2026
Full time
Ready to put your organisational skills to the test in a fast-paced, supportive environment? We're on the lookout for an Administrator to join a thriving Motor Insurance company in Central Manchester. If you're detail-oriented, love keeping things running smoothly, and enjoy variety in your day-to-day tasks, this could be the role for you! The Administrator role: Invoice Management: Process payments and handle supplier invoice queries. File Organisation: Keep emails and correspondence neatly filed and easy to access. Office Support: Take care of general post, filing, and day-to-day office tasks. Customer Communication: Keep clients updated with clear and timely responses. Stock Management: Help manage office supplies to ensure everything runs smoothly. Data Input: Accurately input and maintain vital data across systems. The Ideal Administrator Candidate: Claims Administration experience is a bonus, but not a dealbreaker. Comfortable using Excel and Outlook. Super organised with the ability to juggle multiple tasks. A proactive attitude and a willingness to pitch in where needed. What's in it for You: Salary: £23,000 - £25,000 per year Location: Central Manchester, easily accessible by public transport. Full-time, Monday to Friday with a supportive team and growth potential. Ready to take the leap? If you are an Administrator seeking a new opportunity in Central Manchester, then do not miss out on this opportunity and apply today! For further information please contact one of our specialist consultants and quote job reference NJR16592
IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704
May 18, 2026
Full time
IFA Administrator Area Coventry Salary Up to £35,000 Hybrid working Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm? An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer Industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first-class service always. Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process. Key Responsibilities " Provide professional support and communication to clients via phone, email and written correspondence. " Liaise with clients and providers to gather information and manage queries. " Assist with product and fund research. " Produce and maintain cashflow models and client review documentation. " Support advisers with suitability reports and recommendation documentation. " Process new business applications through to completion, including chasing outstanding requirements. " Conduct file checking to ensure compliance and completeness. " Manage ongoing client servicing activities, including income drawdown and withdrawals. " Arrange and prepare for ongoing client reviews and prepare review suitability letters. " Attend client meetings with advisers where required. " Maintain CPD in line with regulatory and company requirements. Skills & Experience " Previous experience within an IFA or Wealth Management administration role. " Strong organisational skills and attention to detail. " Knowledge of pensions, investments and drawdown servicing. " Excellent communication and client service skills. " Ability to manage workload effectively within a small team environment. Excellent attention to detail, strong organisation skills, and the ability to deliver outstanding client service are key requirements. Interested? To find out more, please contact one of our specialist consultants quoting REF: NJR16704
Buying Assistant Home Textiles Oldham - Hybrid Would suit a Buying Assistant or Buying Administrator Due to their ever-expanding growth our client, a supplier of beautiful home textiles now has an excellent opportunity for a Category Buying Assistant to join their fast paced team Job Purpose: Responsible for preparing and analysing commercial data and market trends to support profitable sales growth of our customer and ourselves. Support the Category Manager to deliver a pipeline of new product for customer selection. Maintain required administration accurately and completely. Responsibilities Market / Competitor Understanding Understand what the competition are selling / pricing structures / marketing for given product areas. Product Development Spot and development new products sales opportunities. Create development diaries and track and push internally and externally with the factories any developments. Samples management required for customer meetings. Pricing Costing for new factory designs Cross Costing Current designs Updating current and new prices on JDE price list Critical Path Management - New Ranges Setting up critical paths with factories for selected products ensuring we can meet the required shipment dates to meet launch. Creating and sending out internally packaging forms and photography forms Responsible for weekly Intake sheets being updated and sent to our Customer giving overview of approvals and what is outstanding. Escalating and tracking any products at risk and agreeing an action plan. Work with the Technical team to highlight any potential issues. Track these through development to resolve. Communicate across various departments to ensure we are hitting key dates on critical path. Creating and sending out internally packaging forms and photography forms Range Management Ensuring all our live lines costing sheets is correct and up to date and corresponds with TB JDE system. Each Season adding new and removing discontinued lines ready for the following seasons negotiations. Updating development documents Customer Meetings Creating initial PowerPoints to send out to internally/ customers Requirements: Advanced excel skills required and ability to work with mass data. Ability to communicate with Customers and Suppliers on Teams calls and face to face meetings. Ability and the confidence to produce and present Power points internally and externally. Attention to detail is critical as dealing with large amounts of data. Understand the specification of the product in more detail to give you greater understanding on developing right products for the customer. Able to work on own initiative. Enjoys working as part of a wider team and likes to get stuck in. Apply online or for further information contact one of our specialist consultants quoting reference number: NJR16318
May 16, 2026
Full time
Buying Assistant Home Textiles Oldham - Hybrid Would suit a Buying Assistant or Buying Administrator Due to their ever-expanding growth our client, a supplier of beautiful home textiles now has an excellent opportunity for a Category Buying Assistant to join their fast paced team Job Purpose: Responsible for preparing and analysing commercial data and market trends to support profitable sales growth of our customer and ourselves. Support the Category Manager to deliver a pipeline of new product for customer selection. Maintain required administration accurately and completely. Responsibilities Market / Competitor Understanding Understand what the competition are selling / pricing structures / marketing for given product areas. Product Development Spot and development new products sales opportunities. Create development diaries and track and push internally and externally with the factories any developments. Samples management required for customer meetings. Pricing Costing for new factory designs Cross Costing Current designs Updating current and new prices on JDE price list Critical Path Management - New Ranges Setting up critical paths with factories for selected products ensuring we can meet the required shipment dates to meet launch. Creating and sending out internally packaging forms and photography forms Responsible for weekly Intake sheets being updated and sent to our Customer giving overview of approvals and what is outstanding. Escalating and tracking any products at risk and agreeing an action plan. Work with the Technical team to highlight any potential issues. Track these through development to resolve. Communicate across various departments to ensure we are hitting key dates on critical path. Creating and sending out internally packaging forms and photography forms Range Management Ensuring all our live lines costing sheets is correct and up to date and corresponds with TB JDE system. Each Season adding new and removing discontinued lines ready for the following seasons negotiations. Updating development documents Customer Meetings Creating initial PowerPoints to send out to internally/ customers Requirements: Advanced excel skills required and ability to work with mass data. Ability to communicate with Customers and Suppliers on Teams calls and face to face meetings. Ability and the confidence to produce and present Power points internally and externally. Attention to detail is critical as dealing with large amounts of data. Understand the specification of the product in more detail to give you greater understanding on developing right products for the customer. Able to work on own initiative. Enjoys working as part of a wider team and likes to get stuck in. Apply online or for further information contact one of our specialist consultants quoting reference number: NJR16318