Resource Matters Ltd
Newcastle Upon Tyne, Tyne And Wear
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Mar 17, 2026
Full time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced or senior and competent IFA Administrator or Wealth Planning Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead of client reviews - Liaising with insurers / providers for new business quotations and updating software accordingly - Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: - Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. - You will have strong technical knowledge of pensions, investments, protection etc - Good verbal and written communication skills - Ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Service Service Employment Agency Limited
Lowestoft, Suffolk
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
Mar 17, 2026
Full time
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Mar 17, 2026
Full time
My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate You will maintain up to date records of vital communication with providers and clients You will deal with queries on existing business on behalf of advisers or clients You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system You will correspond directly with clients to make/adjust appointments and manage adviser's diaries You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met You will run quotes on a range of platforms and across various products You will compile reports for existing business and new cases You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders. Key Skills: Compliance & regulatory adherence Accurate record-keeping & case management Portfolio reporting & investment analysis New business processing & provider liaison Financial product knowledge & quoting systems Client communication & relationship management Professional telephone & written correspondence Great organisation & time management IT proficiency (back-office systems, spreadsheets, platforms) Problem-solving & query resolution Team collaboration & workflow coordination Benefits: 22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service Death in Service life cover policy PMI Private Pensions Scheme 9:00 -17:30 office hours (with some flex and hybrid working) Professional qualifications supported and paid for A progressive firm who promote from within
Service Service Employment Agency Limited
Lowestoft, Suffolk
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support. The Role: As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms. Key Responsibilities: Provide day-to-day administrative and client support to advisers Prepare client reports, valuations, and review packs Submit and track applications with providers, ensuring timely processing Maintain client records in line with FCA regulations and GDPR Liaise with clients, product providers, and colleagues to deliver an efficient service Assist with ensuring compliance and regulatory documentation is accurate and up to date Requirements: Previous experience in a financial services administration role Strong organisational and communication skills Experience of using Intelligent Office Good knowledge of Microsoft Office and typical IFA research systems A keen eye for detail and accuracy Willingness to work towards industry qualifications (CII desirable but not essential) What my client offers: Competitive salary and benefits package 25 days holiday plus bank holidays Pension scheme Professional development opportunities, with study support where relevant A supportive and friendly working environment A great office location, with free parking
Mar 17, 2026
Full time
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support. The Role: As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms. Key Responsibilities: Provide day-to-day administrative and client support to advisers Prepare client reports, valuations, and review packs Submit and track applications with providers, ensuring timely processing Maintain client records in line with FCA regulations and GDPR Liaise with clients, product providers, and colleagues to deliver an efficient service Assist with ensuring compliance and regulatory documentation is accurate and up to date Requirements: Previous experience in a financial services administration role Strong organisational and communication skills Experience of using Intelligent Office Good knowledge of Microsoft Office and typical IFA research systems A keen eye for detail and accuracy Willingness to work towards industry qualifications (CII desirable but not essential) What my client offers: Competitive salary and benefits package 25 days holiday plus bank holidays Pension scheme Professional development opportunities, with study support where relevant A supportive and friendly working environment A great office location, with free parking
Location: Bedford Salary: Up to £55,000+ Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanner has the responsibility of being the key cog in the report writing process of the the firm and you will be responsible for the quality of the reports that go to the advisers As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Collate and evaluate client policy/investment/pension Writing suitability reports Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Create and maintain client files and enter details onto back-office database Liaise with Trainee Paraplanners Submitting Business on internal and external systems Create and maintain client files and enter details onto back office database Submitting Business on internal and external systems Prepare paperwork New business processing and submission to Business Quality Liaise with a range of stakeholders from compliance department to various external providers Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.
Mar 17, 2026
Full time
Location: Bedford Salary: Up to £55,000+ Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanner has the responsibility of being the key cog in the report writing process of the the firm and you will be responsible for the quality of the reports that go to the advisers As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Collate and evaluate client policy/investment/pension Writing suitability reports Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Create and maintain client files and enter details onto back-office database Liaise with Trainee Paraplanners Submitting Business on internal and external systems Create and maintain client files and enter details onto back office database Submitting Business on internal and external systems Prepare paperwork New business processing and submission to Business Quality Liaise with a range of stakeholders from compliance department to various external providers Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a boutique advice practice based five miles southeast of Norwich. My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning. Key duties You will write suitability reports for clients of the firm's advisers, these reports are sometimes of a technical nature You will conduct whole of market research You will carry out file reviews You will carry out ad hoc Project work You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met You will speak with insurance companies and investment companies to obtain specific information You will use my clients back office system to construct data records and obtain information for existing clients You will assist my clients advisers, ensuring business is processed efficiently and accurately You will comply with FCA rules and internal compliance procedures Key personal skills required for this role are: • Honesty • Integrity • Reliability • Ability to work well under pressure • Good knowledge and experience of using Microsoft office and Excel • Mathematics and English qualifications (grade C and above) • A good telephone manner • Experience within financial services, ideally within a holistic IFA firm Benefits: 25 days holiday Free Parking Home working one day per week Friday (hybrid) Annual bonus (ad hoc) Finance and support financial qualifications Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to. 9-5 - Monday to Friday (45 minutes for lunch) Experience: • Financial services: 2 years, ideally one year paraplanning (required)
Mar 17, 2026
Full time
My client is a boutique advice practice based five miles southeast of Norwich. My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses team of advisers in this position with a sole focus on paraplanning. Key duties You will write suitability reports for clients of the firm's advisers, these reports are sometimes of a technical nature You will conduct whole of market research You will carry out file reviews You will carry out ad hoc Project work You will liaise with Advisers and the administration team to ensure work is prioritised and deadlines met You will speak with insurance companies and investment companies to obtain specific information You will use my clients back office system to construct data records and obtain information for existing clients You will assist my clients advisers, ensuring business is processed efficiently and accurately You will comply with FCA rules and internal compliance procedures Key personal skills required for this role are: • Honesty • Integrity • Reliability • Ability to work well under pressure • Good knowledge and experience of using Microsoft office and Excel • Mathematics and English qualifications (grade C and above) • A good telephone manner • Experience within financial services, ideally within a holistic IFA firm Benefits: 25 days holiday Free Parking Home working one day per week Friday (hybrid) Annual bonus (ad hoc) Finance and support financial qualifications Personal development is encouraged, and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to. 9-5 - Monday to Friday (45 minutes for lunch) Experience: • Financial services: 2 years, ideally one year paraplanning (required)
NEW to market Our client is a successful Horsham based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2-3 days from home and 2-3 days in the office in Horsham We need fully qualified (or close to it) experienced Paraplanners who have ideally worked in an IFA environment The client is happy to pay circa £40-52000 dependent This is your chance to join a well established successful IFA firm Please only apply if you are able to travel into the office on a regular basis Opportunities across Sussex Feel free to call Jason at Astral or send your CV
Mar 17, 2026
Full time
NEW to market Our client is a successful Horsham based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2-3 days from home and 2-3 days in the office in Horsham We need fully qualified (or close to it) experienced Paraplanners who have ideally worked in an IFA environment The client is happy to pay circa £40-52000 dependent This is your chance to join a well established successful IFA firm Please only apply if you are able to travel into the office on a regular basis Opportunities across Sussex Feel free to call Jason at Astral or send your CV
NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Hove, Sussex We need fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting successful IFA's The client is happy to pay £40-50000 dependent on experience and qualifications After initial training the client will allow Hybrid working but you will still need to be accessible to the local office We can offer 3 days from home and 2 days in Hove office Feel free to call Jason at Astral for more details as we have Paraplanner roles across Sussex
Mar 17, 2026
Full time
NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Hove, Sussex We need fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting successful IFA's The client is happy to pay £40-50000 dependent on experience and qualifications After initial training the client will allow Hybrid working but you will still need to be accessible to the local office We can offer 3 days from home and 2 days in Hove office Feel free to call Jason at Astral for more details as we have Paraplanner roles across Sussex
Our client is a Sussex based successful award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Brighton office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Mar 17, 2026
Full time
Our client is a Sussex based successful award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Brighton office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Mar 17, 2026
Full time
Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. Tasks and responsibilities Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business Shows initiative and judgement when administering work. Is organised and prioritises work well. A good understanding of the sales process and client review process. Ability to use back office systems such as Intelliflo and to maintain the client records on them. Understanding how investment platforms work and how to read fund valuations in client portfolios. Maintaining client files and record keeping to a good quality. Understanding the compliance issues, guidance, manual, logs and processes. Processing of new business applications, including checks to confirm the documentation is correct. Understanding the regulator requirements relating to independent financial advisers. Creating and processing fund switch reports. Investment Reviews kept up to date and completed accurately. Ideally, some experience of supporting paraplanners to prepare simple suitability reports. Preparing documents to send to paraplanners such as factfind, risk assessments (including capacity for loss, knowledge and experience discussions etc, existing scheme information, illustrations and soft facts that cover the client's objectives, what is being recommended and why it is suitable. Qualifications: A minimum 2 year's experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Our client is a Sussex based successful award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Brighton office or one of the local offices This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Mar 17, 2026
Full time
Our client is a Sussex based successful award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Brighton office or one of the local offices This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with: Producing suitability reports for new business and writing client review letters using in-house templates Investment and product research Putting together client review packs Processing new business Investment switches/withdrawals/top ups etc Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows Diary management, LOA's etc Dealing with clients by email and telephone Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm. Benefits Salary of £28,000-£32,0000 p.a. dependent on experience Annual bonus Pension scheme, Death in Service and Private Medical Insurance 25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).
Mar 17, 2026
Full time
Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will be involved with: Producing suitability reports for new business and writing client review letters using in-house templates Investment and product research Putting together client review packs Processing new business Investment switches/withdrawals/top ups etc Using 3rd party software packages i.e. Intelliflo, Dynamic Planner, Adviser Asset, Defaqto etc Using product provider platforms especially, M&G, Fidelity, Standard Life, Quilter, Scottish Widows Diary management, LOA's etc Dealing with clients by email and telephone Initially this role will be 100% office based, however once assessed and competent the successful individual will be allowed to work from home 2 days a week.We would ideally be seeking a candidate who has worked within an Administrative role within the Financial Advisory sector between 1-3 years, ideally you will be studying towards a Diploma in Financial Planning and have a few exams under your belt already, however if you do have sufficient experience, then you will also be considered without, with the ability to start studying towards your qualifications with the firm. Benefits Salary of £28,000-£32,0000 p.a. dependent on experience Annual bonus Pension scheme, Death in Service and Private Medical Insurance 25 days holiday plus bank holidays (2 days must be kept for between Christmas and New Year when the office is closed).
Location: Central London Salary: £35,000-£40,000 (flexible for experienced candidates) + Bonus & Benefits Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice. About the Firm This highly respected financial planning firm specializes in managing portfolios for clients with funds under management ranging from £3M to £25M. They pride themselves on their collaborative team environment, high standards of client care, and intellectually stimulating work. With an in-house Investment Manager, they offer a truly bespoke service to their clients. The Role As a Financial Planning Administrator , you will play a key role in supporting the firm's Senior Financial Planners and Paraplanners. Your responsibilities will include: Handling core administrative tasks to ensure smooth client service. Assisting with detailed and technically challenging cases. Engaging in some client-facing activities. This role offers a fantastic opportunity to grow into more technical or client-focused positions, with clear pathways for professional development. Who They're Looking For Applications are welcomed from individuals at varying levels of experience: Graduates with at least one year of relevant experience in financial services. Experienced Administrators with two or more years of relevant expertise. Professionals seeking to grow into roles such as Financial Adviser, Client Manager, or specialized Administrator. Why Join? The firm is committed to creating a supportive and dynamic work environment. They offer: Hybrid Working: Split your week between office (3 days) and home (2 days). Wellness Policy: A "Zero Symptoms" policy ensures you can prioritize health and recovery by working from home when unwell. What's on Offer? Competitive salary: £35,000-£40,000 (flexible for experienced candidates). Performance-based bonus and a comprehensive benefits package. Ongoing professional development and progression opportunities. If you're looking for a role where you can make an impact while advancing your career in financial planning, this could be the perfect opportunity.
Mar 17, 2026
Full time
Location: Central London Salary: £35,000-£40,000 (flexible for experienced candidates) + Bonus & Benefits Are you a detail-oriented professional with a passion for financial planning and client service? This is your chance to join an award-winning Chartered financial planning practice working with high-net-worth clients and providing bespoke, comprehensive advice. About the Firm This highly respected financial planning firm specializes in managing portfolios for clients with funds under management ranging from £3M to £25M. They pride themselves on their collaborative team environment, high standards of client care, and intellectually stimulating work. With an in-house Investment Manager, they offer a truly bespoke service to their clients. The Role As a Financial Planning Administrator , you will play a key role in supporting the firm's Senior Financial Planners and Paraplanners. Your responsibilities will include: Handling core administrative tasks to ensure smooth client service. Assisting with detailed and technically challenging cases. Engaging in some client-facing activities. This role offers a fantastic opportunity to grow into more technical or client-focused positions, with clear pathways for professional development. Who They're Looking For Applications are welcomed from individuals at varying levels of experience: Graduates with at least one year of relevant experience in financial services. Experienced Administrators with two or more years of relevant expertise. Professionals seeking to grow into roles such as Financial Adviser, Client Manager, or specialized Administrator. Why Join? The firm is committed to creating a supportive and dynamic work environment. They offer: Hybrid Working: Split your week between office (3 days) and home (2 days). Wellness Policy: A "Zero Symptoms" policy ensures you can prioritize health and recovery by working from home when unwell. What's on Offer? Competitive salary: £35,000-£40,000 (flexible for experienced candidates). Performance-based bonus and a comprehensive benefits package. Ongoing professional development and progression opportunities. If you're looking for a role where you can make an impact while advancing your career in financial planning, this could be the perfect opportunity.
Service Service Employment Agency Limited
Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Role Purpose To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To support and develop junior team members to enable them to be as efficient and effective as possible Key Responsibilities You will generate and compile documents to create accurate client review packs and check packs where appropriate You will provide accurate and timely information liaising with providers and third parties as necessary You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year) You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client You will complete due diligence for all new business, following the new business checklist. You will generate platform calculators to outline the costs. Highlight any queries with your line manager You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible. Liaise with the Lead Support or Senior Financial Planner Support if you require assistance In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded You will involvement in projects and specific tasks to support your development Essential Skills Attention to detail/accuracy Computer literate and data management Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to identify and raise any issues or errors Ability to follow rules and procedures Experience Providing accurate and timely financial services administrative support (essential) Good IT skills (essential) Development of others (desirable) Writing suitability letters (desirable) Management of client complaints (desirable) Knowledge Mandatory compliance training (essential) Knowledge of pensions and investments (essential) Knowledge of products and services (desirable) Platform functionality (desirable) Use of Intelligent Office (desirable) Skills Attention to detail/accuracy (essential) Computer literate and data management (essential) Analytical (essential) Good organisational and prioritisation skills (essential) Time management (essential) Team working (essential) Ability to build and maintain relationships (essential) Communication - written and verbal (essential) Ability to train others (essential) Ability to raise any issues or errors and challenge where necessary (essential) Coaching (desirable) Mentoring (desirable) Leadership skills - motivating and inspiring others (desirable) Decision making & problem solving (desirable) Team building (desirable) Ability to work pro-actively & on own initiative (desirable) Creativity and innovation (desirable) Personal attributes Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve (essential) Willing to help and support the wider team Willing to listen to constructive feedback & have open and honest conversations Commercial awareness Genuine interest in people Development All professional exams paid for Personal study plans for CII professional qualifications Paid study leave Study books and resources paid for Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (after 1 year) Profit Share Social events Free parking Free drinks/fruit Cycle to work Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme
Mar 17, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Role Purpose To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To support and develop junior team members to enable them to be as efficient and effective as possible Key Responsibilities You will generate and compile documents to create accurate client review packs and check packs where appropriate You will provide accurate and timely information liaising with providers and third parties as necessary You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year) You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client You will complete due diligence for all new business, following the new business checklist. You will generate platform calculators to outline the costs. Highlight any queries with your line manager You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible. Liaise with the Lead Support or Senior Financial Planner Support if you require assistance In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded You will involvement in projects and specific tasks to support your development Essential Skills Attention to detail/accuracy Computer literate and data management Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to identify and raise any issues or errors Ability to follow rules and procedures Experience Providing accurate and timely financial services administrative support (essential) Good IT skills (essential) Development of others (desirable) Writing suitability letters (desirable) Management of client complaints (desirable) Knowledge Mandatory compliance training (essential) Knowledge of pensions and investments (essential) Knowledge of products and services (desirable) Platform functionality (desirable) Use of Intelligent Office (desirable) Skills Attention to detail/accuracy (essential) Computer literate and data management (essential) Analytical (essential) Good organisational and prioritisation skills (essential) Time management (essential) Team working (essential) Ability to build and maintain relationships (essential) Communication - written and verbal (essential) Ability to train others (essential) Ability to raise any issues or errors and challenge where necessary (essential) Coaching (desirable) Mentoring (desirable) Leadership skills - motivating and inspiring others (desirable) Decision making & problem solving (desirable) Team building (desirable) Ability to work pro-actively & on own initiative (desirable) Creativity and innovation (desirable) Personal attributes Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve (essential) Willing to help and support the wider team Willing to listen to constructive feedback & have open and honest conversations Commercial awareness Genuine interest in people Development All professional exams paid for Personal study plans for CII professional qualifications Paid study leave Study books and resources paid for Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (after 1 year) Profit Share Social events Free parking Free drinks/fruit Cycle to work Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme
Our client is a National Chartered IFA firm and they are currently looking for an experienced Paraplanner to join the Hove office This role will allow a Hybrid option of 2 days from home and 3 in the office We will consider part qualified Paraplanners as long as you are experienced writing suitability reports Base to £45000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Mar 17, 2026
Full time
Our client is a National Chartered IFA firm and they are currently looking for an experienced Paraplanner to join the Hove office This role will allow a Hybrid option of 2 days from home and 3 in the office We will consider part qualified Paraplanners as long as you are experienced writing suitability reports Base to £45000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit an additional Mortgage and Protection Administrator (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress into either a Mortgage Paraplanner role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will 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 use relevant industry software to aid you within your role. Key candidate attributes: Mortgage Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong 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 of up to circa £35,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), a 1 month sabbatical after 5 years' of service, team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £5,000 annually. All leading to a possible annual OTE of up to circa £40,000 within this role.If you are interested within these vacancy's 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 successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit an additional Mortgage and Protection Administrator (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress into either a Mortgage Paraplanner role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will 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 use relevant industry software to aid you within your role. Key candidate attributes: Mortgage Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong 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 of up to circa £35,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), a 1 month sabbatical after 5 years' of service, team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £5,000 annually. All leading to a possible annual OTE of up to circa £40,000 within this role.If you are interested within these vacancy's 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.
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe
Mar 17, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe
Lime People Search & Select Ltd
Nottingham, Nottinghamshire
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the business. Specifically you will be responsible for: Processing authority letters, and gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. Dealing with post, emails and any correspondence relating to clients or their financial situation. Providing administrative support to the financial planners and paraplanners as required. Supporting clients with administrative queries and communication as required. We are ideally seeking an IFA Administrator with at least 2 years experience working within Financial Planning, you will have good experience of working with Letters of Authority, and be experienced in gathering information with regards to clients Investments, Pensions and Life Assurance policies with a good understanding of Financial Transactions relating to Investments, Insurance policies, sales, Fund Switches and withdrawals. You will also be comfortable using technology and systems, including CRM and Project Management systems along with experience of using various investment platforms. Any additional qualifications within the sector would be to your advantage. This is a full-time role with hybrid working options, coupled with an attractive salary and benefits package.
Mar 17, 2026
Full time
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the business. Specifically you will be responsible for: Processing authority letters, and gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. Dealing with post, emails and any correspondence relating to clients or their financial situation. Providing administrative support to the financial planners and paraplanners as required. Supporting clients with administrative queries and communication as required. We are ideally seeking an IFA Administrator with at least 2 years experience working within Financial Planning, you will have good experience of working with Letters of Authority, and be experienced in gathering information with regards to clients Investments, Pensions and Life Assurance policies with a good understanding of Financial Transactions relating to Investments, Insurance policies, sales, Fund Switches and withdrawals. You will also be comfortable using technology and systems, including CRM and Project Management systems along with experience of using various investment platforms. Any additional qualifications within the sector would be to your advantage. This is a full-time role with hybrid working options, coupled with an attractive salary and benefits package.
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit two additional Mortgage and Protection Administrator's (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress into either a Mortgage Paraplanner role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will 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 use relevant industry software to aid you within your role. Key candidate attributes: Mortgage Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong 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's will receive a competitive starting basic salary of up to circa £35,000 which is negotiable based upon skill-set/role experience, plus bonuses which are based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £5,000 annually. All leading to a possible first year annual OTE of up to circa £40,000 within this role. Plus additional benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), a 1 month sabbatical after 5 years' of service and team trips abroad. If you are interested within these vacancy's 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 successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit two additional Mortgage and Protection Administrator's (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress into either a Mortgage Paraplanner role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will 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 use relevant industry software to aid you within your role. Key candidate attributes: Mortgage Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong 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's will receive a competitive starting basic salary of up to circa £35,000 which is negotiable based upon skill-set/role experience, plus bonuses which are based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £5,000 annually. All leading to a possible first year annual OTE of up to circa £40,000 within this role. Plus additional benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), a 1 month sabbatical after 5 years' of service and team trips abroad. If you are interested within these vacancy's 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.
