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Financial Divisions
Financial Advisor, Existing Client Bank, Watford, Hertfordshire, £75,000 basic, Year 1 OTE £100k+
Financial Divisions Watford, Hertfordshire
Location: Remote / Home-Based Are you a Financial Advisor who thrives on building meaningful relationships with clients - but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career. We're working with a respected financial planning firm based in the Watford area of Hertfordshire . They're offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank - with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy - not private equity goals. The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust - not chasing leads. The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You'll also benefit from dedicated paraplanning, compliance, admin, and marketing support - giving you the time and space to do what you do best. You'll be home-based with complete flexibility but have access to an office if preferred. Day to day, you'll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients. To be successful, you'll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You'll be personable, digitally savvy, and comfortable working independently - all while putting the client at the heart of what you do. If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we'd love to hear from you. For a confidential conversation, reach out to Samantha at Financial Divisions.
Mar 17, 2026
Full time
Location: Remote / Home-Based Are you a Financial Advisor who thrives on building meaningful relationships with clients - but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career. We're working with a respected financial planning firm based in the Watford area of Hertfordshire . They're offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank - with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy - not private equity goals. The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust - not chasing leads. The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You'll also benefit from dedicated paraplanning, compliance, admin, and marketing support - giving you the time and space to do what you do best. You'll be home-based with complete flexibility but have access to an office if preferred. Day to day, you'll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients. To be successful, you'll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You'll be personable, digitally savvy, and comfortable working independently - all while putting the client at the heart of what you do. If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we'd love to hear from you. For a confidential conversation, reach out to Samantha at Financial Divisions.
Howden
Insurance Advisor
Howden Northampton, Northamptonshire
With a no limits approach, we can rise to any challenge. Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer. Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities. From pro bono work to insuring COVID-19 vaccine development to de-risking the carbon market, we're using our skills, knowledge, and networks to make a difference and speed positive change in the world around us.We are actively looking for a Commercial Account Executive to join our Howden Consumer & Local Commercial team. Our local Commercial team have grown rapidly over the last 14 years', and we now have over 200 people within the team across the UK. In this role you will be responsible for building rapport with new and existing clients, who could range from sole traders, through to the MD/CEO of a large organisation, and working closely with the Branch Manager to achieve objectives. About you: You will have experience winning new business and building long lasting relationships with B2B clients. You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few - the stronger our presence in the market, the more successful you will be. You will be tenacious and have a business curiosity, as this will allow you to identify and explore new business opportunities to drive the best possible outcome for our clients You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Executive and become further your professional qualifications. You are consultative, have the ability to question effectively and will be an active listener, you will take the time to fully understand client requirements and be able to advise on products and solutions - always identifying opportunities, but more importantly, looking for a 'path to yes' Rewards: We believe that great work and dedication should be rewarded, that's why we offer: 22 days holiday (plus bank holidays), increasing through length of service A set of core benefits, designed with your health and financial protection in mind: Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury Contributory pension scheme - 5% employer contribution and 5% employee contribution Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits Access to a host of lifestyle and financial benefits that you can choose from: Discounts on gym membership across the UK Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase Access to a range of insurance polices through Howden at discounted rates Access to hundreds of high-street retailer discounts
Mar 17, 2026
Full time
With a no limits approach, we can rise to any challenge. Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer. Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities. From pro bono work to insuring COVID-19 vaccine development to de-risking the carbon market, we're using our skills, knowledge, and networks to make a difference and speed positive change in the world around us.We are actively looking for a Commercial Account Executive to join our Howden Consumer & Local Commercial team. Our local Commercial team have grown rapidly over the last 14 years', and we now have over 200 people within the team across the UK. In this role you will be responsible for building rapport with new and existing clients, who could range from sole traders, through to the MD/CEO of a large organisation, and working closely with the Branch Manager to achieve objectives. About you: You will have experience winning new business and building long lasting relationships with B2B clients. You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few - the stronger our presence in the market, the more successful you will be. You will be tenacious and have a business curiosity, as this will allow you to identify and explore new business opportunities to drive the best possible outcome for our clients You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Executive and become further your professional qualifications. You are consultative, have the ability to question effectively and will be an active listener, you will take the time to fully understand client requirements and be able to advise on products and solutions - always identifying opportunities, but more importantly, looking for a 'path to yes' Rewards: We believe that great work and dedication should be rewarded, that's why we offer: 22 days holiday (plus bank holidays), increasing through length of service A set of core benefits, designed with your health and financial protection in mind: Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury Contributory pension scheme - 5% employer contribution and 5% employee contribution Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits Access to a host of lifestyle and financial benefits that you can choose from: Discounts on gym membership across the UK Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase Access to a range of insurance polices through Howden at discounted rates Access to hundreds of high-street retailer discounts
Customer Service Advisor
West Bromwich Building Society Newtown, Powys
Part Time Customer Service Advisor Location: Newtown Branch Salary: £17,117 per annum Contract: Permanent Hours: 25 hours per week (09 00, Monday Friday / 09.30 - 12.30 Saturday) Were made for each other At the West Brom, we know solid futures dont happen overnight click apply for full job details
Mar 17, 2026
Full time
Part Time Customer Service Advisor Location: Newtown Branch Salary: £17,117 per annum Contract: Permanent Hours: 25 hours per week (09 00, Monday Friday / 09.30 - 12.30 Saturday) Were made for each other At the West Brom, we know solid futures dont happen overnight click apply for full job details
Financial Divisions
Assistant Financial Planner route to Advisor, Colchester, £35,000- £45,000 (DOE), Excellent benefits
Financial Divisions Colchester, Essex
About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam at Financial Divisions.
Mar 17, 2026
Full time
About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam at Financial Divisions.
Nationwide
Senior Employee Relations Consultant
Nationwide
At Nationwide, having a clear focus on our performance and people is critical to successfully delivering our strategic drivers and creating the best service for our customers. Our HR Case Management team has always played a pivotal role in providing both specialist employee relations advice to managers and end-to-end support regarding performance management, misconduct, sickness absence, whistleblowing and resolving all workplace disputes. We're looking for a Senior Employee Relations Consultant to work as part of a specialist HR team supporting business leaders with the most complex people management employee relations that we see at Nationwide. A key part of this role will be building trusted relationships across a number of business functions. This is a 10 month Fixed Term Contract. At Nationwide we offer hybrid working wherever possible. More rewarding relationships are supported through our hybrid approach, bringing colleagues together across our UK wide estate, whilst also supporting generous access to home working. We value our time in the office to solve problems, to learn, and to feel connected. For this job you'll be located at our nearest regional hub. There will be a need to regularly connect with colleagues for collaboration events in one of our office sites. This is anticipated to be quarterly in Swindon, London or Glasgow. If your application is successful, your hiring manager will provide further details on how this works. If we receive a high volume of relevant applications, we may close the advert earlier than the advertised date, so please apply as soon as you can. Uncompromisingly Customer, whatever our role The extras you'll get Access to private medical insurance A highly competitive pension to help you build a strong foundation for retirement Access to an annual performance related bonus Training and development to help you progress your career A great selection of additional benefits through our salary sacrifice scheme Life assurance to provide peace of mind for you and your loved ones in the event of your death Wellhub - access to a range of free and paid options for health and wellness Up to 2 days of paid volunteering a year Banking - but fairer, more rewarding, and for the good of society We forge our own path at Nationwide. As a mutual, we're owned by our members - those customers who bank, save or have a mortgage with us. We challenge the financial sector status quo. We don't see customers as the engine of our own profit. We share our profits with them and put their needs first. Always there when they need us. Supporting them and their lives. If you're inspired by fairer finances, passionate about making a meaningful impact, and truly care about our customers, you're one of us. At Nationwide, you are challenged to grow and rewarded for doing so. Valued. Recognised. Inspired to be your best. As a community we want our working lives to count. As a team, we celebrate what we achieve. As a standard-setter, we work for the good of customers, communities, and broader society. We are purpose-driven. Uncompromisingly customer. Unstoppably Nationwide. What to do next If this role is for you, please click the 'Apply Now' button. You'll need to attach your up-to-date CV and answer a few quick questions for us. We respond to everyone, so we will be in contact shortly after the closing date to let you know the outcome of your application. If your application is successful, your internal job title will be "Senior Case Consultant". Banking - but fairer, more rewarding, and for the good of society What you'll be doing You'll be part of a well valued and supportive team, acting as a trusted advisor to business leaders at all levels, building strong relationships and managing a complex Employee Relations caseload. You'll operate at pace, with pragmatism, accuracy and a commercial lens to deliver quality, consistent and risk based end to end people management advice and solutions. You'll also be providing hands on support for complex investigations, whistleblowing cases, formal hearings, meetings and appeals. In addition, you will ensure we get leaders the right support for their needs, working across the team to embed an evolved operating model, minimising handoffs and encouraging end to end ownership. You'll provide expert coaching, tailored training and ER surgeries to line managers, facilitating the practical implementation of Nationwide's people policies and procedures. About you For this role, you will have/be: Demonstrable experience in complex Employee Relations case management in a regulated, financial services or unionised environment A strong relationship builder with the ability and passion to influence, partner and coach managers on challenging people management issues A sound knowledge of employment law and applying this with a commercial lens in a workplace setting Excellent communication skills both written and verbal, with experience in report writing Excellent attention to detail with the ability to balance workloads from different sources, and prioritise cases appropriately, managing stakeholder expectations Experience of identifying trends, process improvements and then proposing suitable solutions Our customer first behaviours put customers and members at the heart of how we work together. They are the set of behaviours that every colleague needs to display, in every role: Feel what customers feel - We step into our customers' shoes, using their feedback and insights to empathise with them and to understand their needs, so that every decision we make starts and finishes with our customers in mind Say it straight - We are brave in speaking out and saying what we think - we're honest and direct with good intent, openly sharing diverse perspectives to reach the best conclusions and using language everyone can understand Push for better - We don't settle for mediocrity, we challenge the status quo, taking responsibility for continuous improvement and personal development Get it done - We prioritise what will have the greatest impact, we are decisive, and we take accountability for delivering brilliant customer outcomes You can strengthen your application by showing how our customer first behaviours resonate with you, and where you may have already demonstrated these. Job Info Job Identification 2231 Apply Before 03/12/2026, 11:55 PM Locations Nationwide House, Swindon, Wiltshire, SN38 1NW, GB Belfast City Hall, Belfast, Antrim, BT1 5AG, GB Richmond Hill, Bournemouth, Dorset, BH2 6EP, GB 21 High Street, Birmingham, West Midlands, B4 7SL, GB 47/49 Queen Street, Cardiff, CF10 2AS, GB Kings Park Road, Northampton, Northamptonshire, NN3 6NW, GB 38 Carver Street, Sheffield, West Yorkshire, S1 4FS, GB 3 Red Hall Crescent, Wakefield, West Yorkshire, WF1 2DF, GB Masterton House, Dunfermline, Fife Region, KY11 8NX, GB 1 Threadneedle Street, London, Greater London, EC2R 8AY, GB 92/96 Argyle Street, Glasgow, Glasgow City, G2 8BQ, GB 28 King Street, Maidstone, ME14 1DA, GB 2 Spring Gardens, Manchester, M2 1EE, GB 32 St Stephens Street, Norwich, Norfolk, NR1 3SH, GB 7/11 Montague Street, Worthing, BN11 3AX, GB
Mar 17, 2026
Full time
At Nationwide, having a clear focus on our performance and people is critical to successfully delivering our strategic drivers and creating the best service for our customers. Our HR Case Management team has always played a pivotal role in providing both specialist employee relations advice to managers and end-to-end support regarding performance management, misconduct, sickness absence, whistleblowing and resolving all workplace disputes. We're looking for a Senior Employee Relations Consultant to work as part of a specialist HR team supporting business leaders with the most complex people management employee relations that we see at Nationwide. A key part of this role will be building trusted relationships across a number of business functions. This is a 10 month Fixed Term Contract. At Nationwide we offer hybrid working wherever possible. More rewarding relationships are supported through our hybrid approach, bringing colleagues together across our UK wide estate, whilst also supporting generous access to home working. We value our time in the office to solve problems, to learn, and to feel connected. For this job you'll be located at our nearest regional hub. There will be a need to regularly connect with colleagues for collaboration events in one of our office sites. This is anticipated to be quarterly in Swindon, London or Glasgow. If your application is successful, your hiring manager will provide further details on how this works. If we receive a high volume of relevant applications, we may close the advert earlier than the advertised date, so please apply as soon as you can. Uncompromisingly Customer, whatever our role The extras you'll get Access to private medical insurance A highly competitive pension to help you build a strong foundation for retirement Access to an annual performance related bonus Training and development to help you progress your career A great selection of additional benefits through our salary sacrifice scheme Life assurance to provide peace of mind for you and your loved ones in the event of your death Wellhub - access to a range of free and paid options for health and wellness Up to 2 days of paid volunteering a year Banking - but fairer, more rewarding, and for the good of society We forge our own path at Nationwide. As a mutual, we're owned by our members - those customers who bank, save or have a mortgage with us. We challenge the financial sector status quo. We don't see customers as the engine of our own profit. We share our profits with them and put their needs first. Always there when they need us. Supporting them and their lives. If you're inspired by fairer finances, passionate about making a meaningful impact, and truly care about our customers, you're one of us. At Nationwide, you are challenged to grow and rewarded for doing so. Valued. Recognised. Inspired to be your best. As a community we want our working lives to count. As a team, we celebrate what we achieve. As a standard-setter, we work for the good of customers, communities, and broader society. We are purpose-driven. Uncompromisingly customer. Unstoppably Nationwide. What to do next If this role is for you, please click the 'Apply Now' button. You'll need to attach your up-to-date CV and answer a few quick questions for us. We respond to everyone, so we will be in contact shortly after the closing date to let you know the outcome of your application. If your application is successful, your internal job title will be "Senior Case Consultant". Banking - but fairer, more rewarding, and for the good of society What you'll be doing You'll be part of a well valued and supportive team, acting as a trusted advisor to business leaders at all levels, building strong relationships and managing a complex Employee Relations caseload. You'll operate at pace, with pragmatism, accuracy and a commercial lens to deliver quality, consistent and risk based end to end people management advice and solutions. You'll also be providing hands on support for complex investigations, whistleblowing cases, formal hearings, meetings and appeals. In addition, you will ensure we get leaders the right support for their needs, working across the team to embed an evolved operating model, minimising handoffs and encouraging end to end ownership. You'll provide expert coaching, tailored training and ER surgeries to line managers, facilitating the practical implementation of Nationwide's people policies and procedures. About you For this role, you will have/be: Demonstrable experience in complex Employee Relations case management in a regulated, financial services or unionised environment A strong relationship builder with the ability and passion to influence, partner and coach managers on challenging people management issues A sound knowledge of employment law and applying this with a commercial lens in a workplace setting Excellent communication skills both written and verbal, with experience in report writing Excellent attention to detail with the ability to balance workloads from different sources, and prioritise cases appropriately, managing stakeholder expectations Experience of identifying trends, process improvements and then proposing suitable solutions Our customer first behaviours put customers and members at the heart of how we work together. They are the set of behaviours that every colleague needs to display, in every role: Feel what customers feel - We step into our customers' shoes, using their feedback and insights to empathise with them and to understand their needs, so that every decision we make starts and finishes with our customers in mind Say it straight - We are brave in speaking out and saying what we think - we're honest and direct with good intent, openly sharing diverse perspectives to reach the best conclusions and using language everyone can understand Push for better - We don't settle for mediocrity, we challenge the status quo, taking responsibility for continuous improvement and personal development Get it done - We prioritise what will have the greatest impact, we are decisive, and we take accountability for delivering brilliant customer outcomes You can strengthen your application by showing how our customer first behaviours resonate with you, and where you may have already demonstrated these. Job Info Job Identification 2231 Apply Before 03/12/2026, 11:55 PM Locations Nationwide House, Swindon, Wiltshire, SN38 1NW, GB Belfast City Hall, Belfast, Antrim, BT1 5AG, GB Richmond Hill, Bournemouth, Dorset, BH2 6EP, GB 21 High Street, Birmingham, West Midlands, B4 7SL, GB 47/49 Queen Street, Cardiff, CF10 2AS, GB Kings Park Road, Northampton, Northamptonshire, NN3 6NW, GB 38 Carver Street, Sheffield, West Yorkshire, S1 4FS, GB 3 Red Hall Crescent, Wakefield, West Yorkshire, WF1 2DF, GB Masterton House, Dunfermline, Fife Region, KY11 8NX, GB 1 Threadneedle Street, London, Greater London, EC2R 8AY, GB 92/96 Argyle Street, Glasgow, Glasgow City, G2 8BQ, GB 28 King Street, Maidstone, ME14 1DA, GB 2 Spring Gardens, Manchester, M2 1EE, GB 32 St Stephens Street, Norwich, Norfolk, NR1 3SH, GB 7/11 Montague Street, Worthing, BN11 3AX, GB
Just Mortgages
Mortgage and Protection Advisor
Just Mortgages Melton Mowbray, Leicestershire
Just Mortgages is part of Spicerhaart: the UK's largest Independent Property Group. With it's rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. It's well-established Self-Employed Division are looking for a Self-employed mortgage and protection broker to work remote (ideally based in the Melton Mowbray or Stamford area.) Remote role for a business based in Nottinghamshire A principle in the Just Mortgages business is looking to grow their team. They are looking for an experienced Mortgage and Protection advisor that is either looking to make a start in the self-employed world or is currently a self-employed advisor that is looking for a new home. Benefits - Some leads Provided! - Generous commission splits - Your own dedicated Business Manager - 1 on 1 coaching with the business owner - Uncapped earning potentials - Full training provided - Additional income available from referrals - Full Marketing library - Lead generation support Key responsibilities as a Mortgage Advisor with Just Mortgages: Provide expert Mortgage and Protection advice to clients. Assess clients' financial situations and recommend suitable protection products. Build and maintain relationships with clients and lenders. Stay updated on i ndustry trends and regulations . Deliver exceptional customer service throughout the process. Key Skills: CeMap qualified or equivalent 12 months experience as an Advisor with a track record of successful client outcomes. Strong communication and interpersonal skills Experience of Financial Services sales and understanding of compliance regulations APPLY TODAY! Your next step We really want to hear from you - even if you aren't ready to apply and simply want a chat to one of the team. Applying is easy - have your CV ready and click on the "Apply Online" button on the top right-hand side of this page. Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
Mar 17, 2026
Full time
Just Mortgages is part of Spicerhaart: the UK's largest Independent Property Group. With it's rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. It's well-established Self-Employed Division are looking for a Self-employed mortgage and protection broker to work remote (ideally based in the Melton Mowbray or Stamford area.) Remote role for a business based in Nottinghamshire A principle in the Just Mortgages business is looking to grow their team. They are looking for an experienced Mortgage and Protection advisor that is either looking to make a start in the self-employed world or is currently a self-employed advisor that is looking for a new home. Benefits - Some leads Provided! - Generous commission splits - Your own dedicated Business Manager - 1 on 1 coaching with the business owner - Uncapped earning potentials - Full training provided - Additional income available from referrals - Full Marketing library - Lead generation support Key responsibilities as a Mortgage Advisor with Just Mortgages: Provide expert Mortgage and Protection advice to clients. Assess clients' financial situations and recommend suitable protection products. Build and maintain relationships with clients and lenders. Stay updated on i ndustry trends and regulations . Deliver exceptional customer service throughout the process. Key Skills: CeMap qualified or equivalent 12 months experience as an Advisor with a track record of successful client outcomes. Strong communication and interpersonal skills Experience of Financial Services sales and understanding of compliance regulations APPLY TODAY! Your next step We really want to hear from you - even if you aren't ready to apply and simply want a chat to one of the team. Applying is easy - have your CV ready and click on the "Apply Online" button on the top right-hand side of this page. Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
Just Mortgages
Mortgage and Protection Advisor
Just Mortgages Gloucester, Gloucestershire
Just Mortgages is part of Spicerhaart: the UK's largest Independent Property Group. With it's rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. It's well-established Self-Employed Division are looking for a REMOTE Self-employed mortgage and protection broker (no experience required, just CEMAP.) LEADS PROVIDED. Remote for a Gloucestershire based business A principal in the Just Mortgages business is looking to grow their team. They are looking for an experienced Mortgage and Protection advisor that is either looking to make a start in the self-employed world or is currently a self-employed advisor that is looking for a new home. Benefits - Leads Provided - Incredible 1 on 1 mentoring - Generous commission splits - Uncapped earning potentials - Full training provided - Dedicated Business Manager - 1 on 1 coaching from business owner - Additional income available from referrals - Full Marketing library - Lead generation support Key responsibilities as a Mortgage Advisor with Just Mortgages: Provide expert Mortgage and Protection advice to clients. Assess clients' financial situations and recommend suitable protection products. Build and maintain relationships with clients and lenders. Stay updated on i ndustry trends and regulations . Deliver exceptional customer service throughout the process. Key Skills: CeMap qualified or equivalent Strong communication and interpersonal skills Experience of Financial Services sales and understanding of compliance regulations APPLY TODAY! Your next step We really want to hear from you - even if you aren't ready to apply and simply want a chat to one of the team. Applying is easy - have your CV ready and click on the "Apply Online" button on the top right-hand side of this page. Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
Mar 17, 2026
Full time
Just Mortgages is part of Spicerhaart: the UK's largest Independent Property Group. With it's rapidly growing financial services business, Just Mortgages, our reputation has grown to be one of the leaders in both innovation and technology in its industry. It's well-established Self-Employed Division are looking for a REMOTE Self-employed mortgage and protection broker (no experience required, just CEMAP.) LEADS PROVIDED. Remote for a Gloucestershire based business A principal in the Just Mortgages business is looking to grow their team. They are looking for an experienced Mortgage and Protection advisor that is either looking to make a start in the self-employed world or is currently a self-employed advisor that is looking for a new home. Benefits - Leads Provided - Incredible 1 on 1 mentoring - Generous commission splits - Uncapped earning potentials - Full training provided - Dedicated Business Manager - 1 on 1 coaching from business owner - Additional income available from referrals - Full Marketing library - Lead generation support Key responsibilities as a Mortgage Advisor with Just Mortgages: Provide expert Mortgage and Protection advice to clients. Assess clients' financial situations and recommend suitable protection products. Build and maintain relationships with clients and lenders. Stay updated on i ndustry trends and regulations . Deliver exceptional customer service throughout the process. Key Skills: CeMap qualified or equivalent Strong communication and interpersonal skills Experience of Financial Services sales and understanding of compliance regulations APPLY TODAY! Your next step We really want to hear from you - even if you aren't ready to apply and simply want a chat to one of the team. Applying is easy - have your CV ready and click on the "Apply Online" button on the top right-hand side of this page. Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
Just Mortgages
Mortgage and Protection Advisor
Just Mortgages
Self-Employed Mortgage & Protection Advisor Location: Isle of Wight We have an exceptional opportunity to join Just Mortgages, with a strong and established local lead source already in place on the Isle of Wight. Supported by our fantastic supportive infrastructure and resources, this role is ideal for an experienced mortgage advisor based on the island who is seeking to expand their business through a reliable lead pipeline. Key Highlights: Self-employed , fully flexible working model Ideal for an advisor looking to top up their pipeline and grow their business Strong lead flow from a local network of introducers Social media support with full digital marketing suite Our full Just Mortgages support system Generous commission splits Additional income from in house referral opportunities Expectations As a Mortgage and Protection Adviser you can expect to:- Follow up leads from potential customers to convert into sales Source leads proactively from all available routes Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment Assess customer affordability in order to lend responsibly and in line with regulations Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team Ensure market knowledge is continuously developed and maintained Build and forecast a pipeline with accuracy on completion Demonstrate continuous improvement in terms of conversions Qualifying Criteria To be a successful Mortgage and Protection Adviser you will need to:- Hold Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ) Experience within the mortgage brokerage market Have a consistent track record of achieving your goals within your current role Be proactive and self-motivated, with a proven track record of exceeding targets An excellent understanding of the mortgage market, products and services Confident in presenting Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges Experience of Financial Services sales and understanding of compliance regulations A passion for achieving a fantastic customer experience . You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment) APPLY TODAY! Feel free to reach out for a CONFIDENTIAL CHAT! Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Mar 17, 2026
Full time
Self-Employed Mortgage & Protection Advisor Location: Isle of Wight We have an exceptional opportunity to join Just Mortgages, with a strong and established local lead source already in place on the Isle of Wight. Supported by our fantastic supportive infrastructure and resources, this role is ideal for an experienced mortgage advisor based on the island who is seeking to expand their business through a reliable lead pipeline. Key Highlights: Self-employed , fully flexible working model Ideal for an advisor looking to top up their pipeline and grow their business Strong lead flow from a local network of introducers Social media support with full digital marketing suite Our full Just Mortgages support system Generous commission splits Additional income from in house referral opportunities Expectations As a Mortgage and Protection Adviser you can expect to:- Follow up leads from potential customers to convert into sales Source leads proactively from all available routes Recommend the most suitable product to suit the customer's needs, priorities and circumstances within a regulatory environment Assess customer affordability in order to lend responsibly and in line with regulations Achieve set individual targets in a variety of areas and contribute towards the overall performance of the team Ensure market knowledge is continuously developed and maintained Build and forecast a pipeline with accuracy on completion Demonstrate continuous improvement in terms of conversions Qualifying Criteria To be a successful Mortgage and Protection Adviser you will need to:- Hold Certificate in Mortgage Advice and Practise (CeMAP) or Mortgage Advice Qualification (MAQ) Experience within the mortgage brokerage market Have a consistent track record of achieving your goals within your current role Be proactive and self-motivated, with a proven track record of exceeding targets An excellent understanding of the mortgage market, products and services Confident in presenting Strong communication skills, both written and verbal, and excellent interpersonal skills and the ability to overcome challenges Experience of Financial Services sales and understanding of compliance regulations A passion for achieving a fantastic customer experience . You are legally entitled to live and work in the UK in accordance to the Immigration, Asylum and Nationality Act 2006. (Please Note: you will need to provide evidence of your right to work in the UK via proof of address, identity and NI prior to a formal offer of employment) APPLY TODAY! Feel free to reach out for a CONFIDENTIAL CHAT! Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
The Recruitment Experts
Mortgage and Protection Advisor
The Recruitment Experts Weston-super-mare, Somerset
Job Title: Mortgage & Protection Advisor Location: Bath (Hybrid - 3 days in office, 2 days from home) Salary: £32,500-£40,000 basic (negotiable DOE & written business) + Commission Positions Available: 14 Type: Full-Time, Employed A leading national brokerage is entering an exciting phase of growth and is expanding its footprint in the Bath area . As part of this expansion, they are actively looking to recruit ambitious and personable Mortgage & Protection Advisors to join their thriving team. This is an excellent opportunity for motivated individuals who are not only high performers, but also see a long-term future in the industry - with the potential to progress into franchise ownership for the right candidates. What's on Offer: Basic Salary: £32,500-£40,000 (negotiable based on experience and performance) Commission: 40% realistic OTE £90k+ Hybrid working model: 3 days in-office, 2 days from home Long-term franchise opportunity for career-minded individuals Additional Benefits: Death in service cover Pension scheme Private health care Income protection What We're Looking For: Friendly, personable, and professional advisors Strong sales and communication skills Self-motivated with a focus on performance and client care Ambition for career growth and long-term success This is a rare and exciting chance to join a company that truly supports its people, offers excellent earning potential, and provides a pathway to business ownership . If you're a passionate Mortgage & Protection Advisor ready to take the next step, we'd love to hear from you.
Mar 17, 2026
Full time
Job Title: Mortgage & Protection Advisor Location: Bath (Hybrid - 3 days in office, 2 days from home) Salary: £32,500-£40,000 basic (negotiable DOE & written business) + Commission Positions Available: 14 Type: Full-Time, Employed A leading national brokerage is entering an exciting phase of growth and is expanding its footprint in the Bath area . As part of this expansion, they are actively looking to recruit ambitious and personable Mortgage & Protection Advisors to join their thriving team. This is an excellent opportunity for motivated individuals who are not only high performers, but also see a long-term future in the industry - with the potential to progress into franchise ownership for the right candidates. What's on Offer: Basic Salary: £32,500-£40,000 (negotiable based on experience and performance) Commission: 40% realistic OTE £90k+ Hybrid working model: 3 days in-office, 2 days from home Long-term franchise opportunity for career-minded individuals Additional Benefits: Death in service cover Pension scheme Private health care Income protection What We're Looking For: Friendly, personable, and professional advisors Strong sales and communication skills Self-motivated with a focus on performance and client care Ambition for career growth and long-term success This is a rare and exciting chance to join a company that truly supports its people, offers excellent earning potential, and provides a pathway to business ownership . If you're a passionate Mortgage & Protection Advisor ready to take the next step, we'd love to hear from you.
The Recruitment Experts
Mortgage and Protection Advisor
The Recruitment Experts Swindon, Wiltshire
Job Title: Mortgage & Protection Advisor Location: Bath (Hybrid - 3 days in office, 2 days from home) Salary: £32,500-£40,000 basic (negotiable DOE & written business) + Commission 40% Type: Full-Time, Employed A leading national brokerage is entering an exciting phase of growth and is expanding its footprint in the Bath area . As part of this expansion, they are actively looking to recruit ambitious and personable Mortgage & Protection Advisors to join their thriving team. This is an excellent opportunity for motivated individuals who are not only high performers, but also see a long-term future in the industry - with the potential to progress into franchise ownership for the right candidates. What's on Offer:Basic Salary: £32,500-£40,000 (negotiable based on experience and performance) Commission: 40% realistic OTE £90k+ Hybrid working model: 3 days in-office, 2 days from home (potential for 2 days office) Long-term franchise opportunity for career-minded individuals Additional Benefits: Death in service cover Pension scheme Private health care Income protection What We're Looking For: Friendly, personable, and professional advisors Strong sales and communication skills Self-motivated with a focus on performance and client care Ambition for career growth and long-term success This is a rare and exciting chance to join a company that truly supports its people, offers excellent earning potential, and provides a pathway to business ownership . If you're a passionate Mortgage & Protection Advisor ready to take the next step, we'd love to hear from you.
Mar 17, 2026
Full time
Job Title: Mortgage & Protection Advisor Location: Bath (Hybrid - 3 days in office, 2 days from home) Salary: £32,500-£40,000 basic (negotiable DOE & written business) + Commission 40% Type: Full-Time, Employed A leading national brokerage is entering an exciting phase of growth and is expanding its footprint in the Bath area . As part of this expansion, they are actively looking to recruit ambitious and personable Mortgage & Protection Advisors to join their thriving team. This is an excellent opportunity for motivated individuals who are not only high performers, but also see a long-term future in the industry - with the potential to progress into franchise ownership for the right candidates. What's on Offer:Basic Salary: £32,500-£40,000 (negotiable based on experience and performance) Commission: 40% realistic OTE £90k+ Hybrid working model: 3 days in-office, 2 days from home (potential for 2 days office) Long-term franchise opportunity for career-minded individuals Additional Benefits: Death in service cover Pension scheme Private health care Income protection What We're Looking For: Friendly, personable, and professional advisors Strong sales and communication skills Self-motivated with a focus on performance and client care Ambition for career growth and long-term success This is a rare and exciting chance to join a company that truly supports its people, offers excellent earning potential, and provides a pathway to business ownership . If you're a passionate Mortgage & Protection Advisor ready to take the next step, we'd love to hear from you.
The Recruitment Experts
Mortgage and Protection Advisor
The Recruitment Experts Bristol, Somerset
Job Title: Mortgage & Protection Advisor Location: Bath- hybrid and remote options available Salary: £32,500-£45,000 basic (negotiable DOE & written business) + Commission 40%- top salary requires you to bank circa 200k pa and evidence this. Type: Full-Time, Employed A leading national brokerage is entering an exciting phase of growth and is expanding its footprint in the Bath area . As part of this expansion, they are actively looking to recruit ambitious and personable Mortgage & Protection Advisors to join their thriving team. This is an excellent opportunity for motivated individuals who are not only high performers, but also see a long-term future in the industry - with the potential to progress into franchise ownership for the right candidates. What's on Offer: Pipeline guarantee to help you move Basic Salary: £32,500-£45,000 (negotiable based on experience and performance) Commission: 40% realistic OTE £90k+ Long-term franchise opportunity for career-minded individuals Additional Benefits: Death in service cover Pension scheme Private health care Income protection What We're Looking For: Friendly, personable, and professional advisors Strong sales and communication skills Self-motivated with a focus on performance and client care Ambition for career growth and long-term success This is a rare and exciting chance to join a company that truly supports its people, offers excellent earning potential, and provides a pathway to business ownership . If you're a passionate Mortgage & Protection Advisor ready to take the next step, we'd love to hear from you.
Mar 17, 2026
Full time
Job Title: Mortgage & Protection Advisor Location: Bath- hybrid and remote options available Salary: £32,500-£45,000 basic (negotiable DOE & written business) + Commission 40%- top salary requires you to bank circa 200k pa and evidence this. Type: Full-Time, Employed A leading national brokerage is entering an exciting phase of growth and is expanding its footprint in the Bath area . As part of this expansion, they are actively looking to recruit ambitious and personable Mortgage & Protection Advisors to join their thriving team. This is an excellent opportunity for motivated individuals who are not only high performers, but also see a long-term future in the industry - with the potential to progress into franchise ownership for the right candidates. What's on Offer: Pipeline guarantee to help you move Basic Salary: £32,500-£45,000 (negotiable based on experience and performance) Commission: 40% realistic OTE £90k+ Long-term franchise opportunity for career-minded individuals Additional Benefits: Death in service cover Pension scheme Private health care Income protection What We're Looking For: Friendly, personable, and professional advisors Strong sales and communication skills Self-motivated with a focus on performance and client care Ambition for career growth and long-term success This is a rare and exciting chance to join a company that truly supports its people, offers excellent earning potential, and provides a pathway to business ownership . If you're a passionate Mortgage & Protection Advisor ready to take the next step, we'd love to hear from you.
IPS Group
Private Client Insurance Advisor Experienced Personal-Lines Candidates
IPS Group
If you have solid experience in personal lines insurance and want to deliver a more advisory, relationship-led service, this role offers an excellent next step.You will support a warm portfolio of mid to high net worth clients. These clients often own multiple vehicles and may also require cover for home, valuables, worldwide travel, high-value collections or leisure craft such as yachts. Many are business owners or directors, creating opportunities to refer commercial enquiries to the internal commercial insurance team.You will typically manage around sixty client renewals each month. Your work will involve conducting detailed fact finds, identifying gaps or weaknesses in existing cover and recommending suitable improvements. You will handle renewals, adjustments, queries and provide ongoing support as the primary point of contact. This role suits someone who enjoys meaningful client conversations, risk spotting and delivering a premium, tailored service rather than working from scripts.What You Will Have Proven personal-lines insurance experience in a regulated environment Confident telephone manner and strong communication skills High attention to detail and accuracy Ability to build rapport with mid to high net worth clients Competence with CRM systems and general office software Earnings and Bonus Base salary up to £30,000 depending on experience Monthly bonus based on individual KPIs, typically around £3,500 to £5,000 OTE per year Additional £1,000 annual bonus linked to portfolio growth Bonuses are uncapped and paid monthly the following month This provides a realistic overall earning potential of up to £35,000 for strong performers.Working Pattern Requirements Candidates must be happy with the following: Fully office based during the six month probation period Standard hours of either 8.30 to 5.00 or 9.00 to 5.30 Working one in approximately four Saturdays from 9.00 to 1.00 Saturday hours paid at time and a half or taken as time in lieu Comfortable working in a structured, rota based environment No on site parking available, although nearby paid or street parking is used by the team Why This Role Stands Out You will work closely with high-value clients, provide genuine advice and build long term relationships. The role offers variety, autonomy and a chance to develop broad knowledge across personal lines, as well as exposure to commercial referrals. You will be part of a team that values emotional intelligence, professionalism and delivering a personalised experience.If you are an experienced personal-lines professional who enjoys fact finding, identifying cover gaps and supporting clients with more complex needs, we would welcome your application.
Mar 17, 2026
Full time
If you have solid experience in personal lines insurance and want to deliver a more advisory, relationship-led service, this role offers an excellent next step.You will support a warm portfolio of mid to high net worth clients. These clients often own multiple vehicles and may also require cover for home, valuables, worldwide travel, high-value collections or leisure craft such as yachts. Many are business owners or directors, creating opportunities to refer commercial enquiries to the internal commercial insurance team.You will typically manage around sixty client renewals each month. Your work will involve conducting detailed fact finds, identifying gaps or weaknesses in existing cover and recommending suitable improvements. You will handle renewals, adjustments, queries and provide ongoing support as the primary point of contact. This role suits someone who enjoys meaningful client conversations, risk spotting and delivering a premium, tailored service rather than working from scripts.What You Will Have Proven personal-lines insurance experience in a regulated environment Confident telephone manner and strong communication skills High attention to detail and accuracy Ability to build rapport with mid to high net worth clients Competence with CRM systems and general office software Earnings and Bonus Base salary up to £30,000 depending on experience Monthly bonus based on individual KPIs, typically around £3,500 to £5,000 OTE per year Additional £1,000 annual bonus linked to portfolio growth Bonuses are uncapped and paid monthly the following month This provides a realistic overall earning potential of up to £35,000 for strong performers.Working Pattern Requirements Candidates must be happy with the following: Fully office based during the six month probation period Standard hours of either 8.30 to 5.00 or 9.00 to 5.30 Working one in approximately four Saturdays from 9.00 to 1.00 Saturday hours paid at time and a half or taken as time in lieu Comfortable working in a structured, rota based environment No on site parking available, although nearby paid or street parking is used by the team Why This Role Stands Out You will work closely with high-value clients, provide genuine advice and build long term relationships. The role offers variety, autonomy and a chance to develop broad knowledge across personal lines, as well as exposure to commercial referrals. You will be part of a team that values emotional intelligence, professionalism and delivering a personalised experience.If you are an experienced personal-lines professional who enjoys fact finding, identifying cover gaps and supporting clients with more complex needs, we would welcome your application.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Estate Agent Lister
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Ilford, Essex
Estate Agent Lister An OUTSTANDING personal listing commission structure awaits an experienced Lister with 3 thresholds dependent on bankings and starting at 10% and increasing to 12.5% and then 15%. You will join the current Lister who has personally banked £250,000 in 2025. You will work in a pure listing role so you will not be expected to sell or sales progress as there are dedicated Sales Negotiators and a Sales Progressor so what a breath of fresh air this position holds for an Agent who loves to list. The salary package on offer is equally as impressive with a £25,000 basic salary with on target earnings of £70,000 which is realistic. Estate Agent Lister As an independent business, all ideas are heard, and talent is nurtured to provide scope for future progression and promotion internally. Typically, with at least 2 years' experience you will be expected to list, negotiate, and represent the Estate Agency to the highest standard. Estate Agent Lister They allow an environment where day to day independence is offered with minimal interference, so this role will suit an individual candidate. Estate Agent Lister Day to day you will be working as part of a team to ensure your clients get the results that they have employed you for, whilst working closely with the Directors to achieve the branch target and objectives. Estate Agent Lister £70,000 on target earnings. Basic salary £25,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Mar 17, 2026
Full time
Estate Agent Lister An OUTSTANDING personal listing commission structure awaits an experienced Lister with 3 thresholds dependent on bankings and starting at 10% and increasing to 12.5% and then 15%. You will join the current Lister who has personally banked £250,000 in 2025. You will work in a pure listing role so you will not be expected to sell or sales progress as there are dedicated Sales Negotiators and a Sales Progressor so what a breath of fresh air this position holds for an Agent who loves to list. The salary package on offer is equally as impressive with a £25,000 basic salary with on target earnings of £70,000 which is realistic. Estate Agent Lister As an independent business, all ideas are heard, and talent is nurtured to provide scope for future progression and promotion internally. Typically, with at least 2 years' experience you will be expected to list, negotiate, and represent the Estate Agency to the highest standard. Estate Agent Lister They allow an environment where day to day independence is offered with minimal interference, so this role will suit an individual candidate. Estate Agent Lister Day to day you will be working as part of a team to ensure your clients get the results that they have employed you for, whilst working closely with the Directors to achieve the branch target and objectives. Estate Agent Lister £70,000 on target earnings. Basic salary £25,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
mbf.
Senior Paraplanner
mbf. Cambridge, Cambridgeshire
Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression? This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development. The Role As a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance. Key Responsibilities Conduct research and analysis across a wide range of financial planning products Prepare high-quality, compliant suitability reports and supporting documentation Undertake cashflow modelling and financial analysis where required Liaise with Financial Planners to develop holistic advice strategies for clients Support and coach junior paraplanners, contributing to continuous improvement initiatives Maintain up-to-date technical knowledge and ensure adherence to all regulatory requirements About You Level 4 Diploma in Regulated Financial Planning (or equivalent) essential Ideally working towards Chartered status (desirable but not essential) Proven experience in a paraplanning role, with exposure to complex client cases Strong technical knowledge of pensions, investments, and protection products Excellent communication, organisation, and attention to detail Confident using Microsoft Office and financial planning software (e.g. XPlan, cashflow modelling tools) The Offer Salary: £50,000 - £60,000 depending on experience Hybrid working: Office-based during probation, moving to 3 days in the office and 2 from home Benefits: Competitive package including bonus and comprehensive benefits Progression: Clear pathway to advisory or senior leadership roles If you're an experienced paraplanner ready to take the next step in your career, this is an excellent opportunity to join a forward-thinking wealth management firm that values professional growth, collaboration, and client excellence.
Mar 17, 2026
Full time
Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression? This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development. The Role As a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance. Key Responsibilities Conduct research and analysis across a wide range of financial planning products Prepare high-quality, compliant suitability reports and supporting documentation Undertake cashflow modelling and financial analysis where required Liaise with Financial Planners to develop holistic advice strategies for clients Support and coach junior paraplanners, contributing to continuous improvement initiatives Maintain up-to-date technical knowledge and ensure adherence to all regulatory requirements About You Level 4 Diploma in Regulated Financial Planning (or equivalent) essential Ideally working towards Chartered status (desirable but not essential) Proven experience in a paraplanning role, with exposure to complex client cases Strong technical knowledge of pensions, investments, and protection products Excellent communication, organisation, and attention to detail Confident using Microsoft Office and financial planning software (e.g. XPlan, cashflow modelling tools) The Offer Salary: £50,000 - £60,000 depending on experience Hybrid working: Office-based during probation, moving to 3 days in the office and 2 from home Benefits: Competitive package including bonus and comprehensive benefits Progression: Clear pathway to advisory or senior leadership roles If you're an experienced paraplanner ready to take the next step in your career, this is an excellent opportunity to join a forward-thinking wealth management firm that values professional growth, collaboration, and client excellence.
Financial Divisions
Assistant Financial Planner route to Advisor - Location: Colchester Office-£35,000-£45,000 (DOE) &..
Financial Divisions Colchester, Essex
& Excellent Benefits About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam Negbenebor.
Mar 17, 2026
Full time
& Excellent Benefits About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam Negbenebor.
Office Angels
Insurance Advisor Hybrid
Office Angels Taunton, Somerset
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to £30,000 PA DOE, with OTE of circa £35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to . To discuss the opportunity prior to application please call Vicky on or email . Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Mar 17, 2026
Full time
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to £30,000 PA DOE, with OTE of circa £35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to . To discuss the opportunity prior to application please call Vicky on or email . Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Your Mortgage Recruiter Ltd
Mortgage and Protection Administrator
Your Mortgage Recruiter Ltd Stanmore, Middlesex
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Mar 17, 2026
Full time
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
JohnstonGreer
Independent Financial Advisor
JohnstonGreer Penrith, Cumbria
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
JohnstonGreer
Independent Financial Advisor
JohnstonGreer Workington, Cumbria
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
JohnstonGreer
Financial Planner
JohnstonGreer Carlisle, Cumbria
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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