Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £28,000 - £32,000 Job Reference: 10246 Job Description: Recruit UK is working on an excellent opportunity for an IFA Administrator to join a Financial Planning firm in Cardiff Our client is a Independent Financial Planning firm, who specialise in providing advice in Investments, Pensions, Mortgages and protections. They pride themselves on giving clients tailored advice that is not only effective in managing their wealth, but simple! They spend time understanding the clients individual needs for short and long term planning, and couldn't do this without the support of their Administration team. Duties will include but not limited to: Submitting new business Organising and sending LOA Liaising with clients, answering queries and corresponding professionally via email and telephone Arrange and co-ordinate client meetings for the Financial Advisers Assist in preparing for meeting and preparing review packs Benefits: Competitive salary of up to £32,000 26 days annual leave Progression depending on your ideal career path Professional development Exam support and funding Flexi working Administration team to support you with the role Skills and experience required: Experience working in a Financial Planning firm Ideally experience working in an IFA Administrator position Experience using Intelligent office advantageous
Apr 07, 2026
Full time
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £28,000 - £32,000 Job Reference: 10246 Job Description: Recruit UK is working on an excellent opportunity for an IFA Administrator to join a Financial Planning firm in Cardiff Our client is a Independent Financial Planning firm, who specialise in providing advice in Investments, Pensions, Mortgages and protections. They pride themselves on giving clients tailored advice that is not only effective in managing their wealth, but simple! They spend time understanding the clients individual needs for short and long term planning, and couldn't do this without the support of their Administration team. Duties will include but not limited to: Submitting new business Organising and sending LOA Liaising with clients, answering queries and corresponding professionally via email and telephone Arrange and co-ordinate client meetings for the Financial Advisers Assist in preparing for meeting and preparing review packs Benefits: Competitive salary of up to £32,000 26 days annual leave Progression depending on your ideal career path Professional development Exam support and funding Flexi working Administration team to support you with the role Skills and experience required: Experience working in a Financial Planning firm Ideally experience working in an IFA Administrator position Experience using Intelligent office advantageous
Compliance Officer - File Review Location: Warrington, Cheshire Salary: £30,000 - £35,000 + Benefits Looking to take your compliance career to the next level? Our client, a fast-growing and highly regarded financial services firm, is on the hunt for a Compliance Officer (File Review) to join their dynamic team. If you've got an eye for detail, a passion for doing things right, and the confidence to support advisers in meeting FCA standards, this could be your perfect move. What you'll be doing: No two days are the same - you'll get involved in a wide range of compliance work, including: Reviewing adviser files across investments, pensions, mortgages, and protection. Producing audit reports and making sure remedial actions are completed quickly. Giving advisers the guidance and support they need to stay compliant. Keeping adviser compliance records up to date and accurate. Checking marketing materials to ensure they're fair, clear, and not misleading. Owning the compliance inbox - handling queries and supporting projects. Getting involved in T&C administration, recruitment processes, audit packs, and more. This is a role where you'll get broad exposure, not just file reviews - you'll be a key player in keeping the business running smoothly and compliantly. What we're looking for: Experience in compliance, file review, or auditing within financial services. Ideally, passed the Level 4 Diploma in Financial Planning or working towards the qualification. If you're a Financial Advisor and looking to move away from advising, please apply. Good knowledge of FCA rules and regulatory standards. Strong organisational skills and razor-sharp attention to detail. Confident communicator who can work with advisers and stakeholders. Proactive, solutions-focused, and ready to take ownership. What's in it for you? A competitive salary + benefits package. Exposure to a wide range of compliance areas. A collaborative, supportive culture where your contribution matters. Ready to step up? Apply now and take the next big step in your compliance career!
Apr 07, 2026
Full time
Compliance Officer - File Review Location: Warrington, Cheshire Salary: £30,000 - £35,000 + Benefits Looking to take your compliance career to the next level? Our client, a fast-growing and highly regarded financial services firm, is on the hunt for a Compliance Officer (File Review) to join their dynamic team. If you've got an eye for detail, a passion for doing things right, and the confidence to support advisers in meeting FCA standards, this could be your perfect move. What you'll be doing: No two days are the same - you'll get involved in a wide range of compliance work, including: Reviewing adviser files across investments, pensions, mortgages, and protection. Producing audit reports and making sure remedial actions are completed quickly. Giving advisers the guidance and support they need to stay compliant. Keeping adviser compliance records up to date and accurate. Checking marketing materials to ensure they're fair, clear, and not misleading. Owning the compliance inbox - handling queries and supporting projects. Getting involved in T&C administration, recruitment processes, audit packs, and more. This is a role where you'll get broad exposure, not just file reviews - you'll be a key player in keeping the business running smoothly and compliantly. What we're looking for: Experience in compliance, file review, or auditing within financial services. Ideally, passed the Level 4 Diploma in Financial Planning or working towards the qualification. If you're a Financial Advisor and looking to move away from advising, please apply. Good knowledge of FCA rules and regulatory standards. Strong organisational skills and razor-sharp attention to detail. Confident communicator who can work with advisers and stakeholders. Proactive, solutions-focused, and ready to take ownership. What's in it for you? A competitive salary + benefits package. Exposure to a wide range of compliance areas. A collaborative, supportive culture where your contribution matters. Ready to step up? Apply now and take the next big step in your compliance career!
Get Staffed Online Recruitment Limited
Alcester, Warwickshire
Junior / Trainee Data Analyst Salary: £25,000 - £30,000 Location: Alcester (Hybrid) Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. Key Responsibilities: Create, maintain, and enhance reporting solutions that provide actionable insights for the business. Collaborate with various departments to uphold data quality and keep records current. Develop and maintain dynamic dashboards and reports to support business objectives. Work with large datasets, ensuring reliability, accuracy, and optimal data delivery. Utilise advanced tools for data extraction, analysis, and presentation. Ideal Candidate Our client is looking for someone who: Holds a relevant qualification in data analysis or a related field. Is proficient in Microsoft applications, particularly Excel, SQL, and Power BI. Can communicate complex financial information clearly to non-finance personnel. Demonstrates a strong team spirit while also being able to work independently. Is detail-oriented with excellent organisational skills for managing tasks effectively. Exhibits a passion for learning and development in the data analysis field. Is capable of analysing complex datasets and recognising meaningful trends. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.
Apr 07, 2026
Full time
Junior / Trainee Data Analyst Salary: £25,000 - £30,000 Location: Alcester (Hybrid) Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. Key Responsibilities: Create, maintain, and enhance reporting solutions that provide actionable insights for the business. Collaborate with various departments to uphold data quality and keep records current. Develop and maintain dynamic dashboards and reports to support business objectives. Work with large datasets, ensuring reliability, accuracy, and optimal data delivery. Utilise advanced tools for data extraction, analysis, and presentation. Ideal Candidate Our client is looking for someone who: Holds a relevant qualification in data analysis or a related field. Is proficient in Microsoft applications, particularly Excel, SQL, and Power BI. Can communicate complex financial information clearly to non-finance personnel. Demonstrates a strong team spirit while also being able to work independently. Is detail-oriented with excellent organisational skills for managing tasks effectively. Exhibits a passion for learning and development in the data analysis field. Is capable of analysing complex datasets and recognising meaningful trends. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.
Self-Employed Protection Adviser Experienced Protection Advisers or high-performing sales professionals Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals click apply for full job details
Apr 05, 2026
Full time
Self-Employed Protection Adviser Experienced Protection Advisers or high-performing sales professionals Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals click apply for full job details
Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If youve also worked in the following roles, wed also like to hear from you: Mortgage Advisor, Protection click apply for full job details
Mar 27, 2026
Full time
Mortgage Advisor / Life & Protection Financial Adviser An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If youve also worked in the following roles, wed also like to hear from you: Mortgage Advisor, Protection click apply for full job details
Finance Advisor - East Bristol Salary: Basic salary of £30,000 depending on experience. Realistic OTE £50,000-£60,000 (based on individual commission). Working Hours: Monday to Friday - 8:45am-6:00pm Saturday - 9:00am-4:00pm (Working hours may vary to accommodate evening or home appointments.) We are seeking a qualified and experienced Finance Advisor to support two offices in Bristol. This full-time role focuses on building strong relationships with branch teams and developing a consistent pipeline of client referrals. Working closely with colleagues across the offices you support, you will provide mortgage and protection advice to referred clients while delivering a professional and compliant service throughout the home-buying process. Key Responsibilities Advising clients on and arranging mortgages in a timely and compliant manner Arranging appropriate life insurance and protection policies Securing mortgage offers to support both immediate and future property purchases Managing and nurturing client relationships from initial enquiry through to completion Working closely with branch teams to maximise referral opportunities About You You'll be an experienced financial services professional who enjoys building relationships and delivering excellent outcomes. You will need to: Hold relevant financial services qualifications Deliver outstanding customer service consistently Demonstrate strong time management and organisational skills Communicate confidently by phone, in writing and face-to-face Be personable, approachable and professional Hold a full UK driving licence and have access to your own vehicle Lead Source Two primary offices in Bristol with potential for further opportunities across the wider office network. The Longer-Term Opportunity This role offers more than just a position - it's a career pathway. The business is actively looking to grow a multi-adviser financial services operation across: 10 sales and lettings offices Land & New Homes Coverage across Bristol, North Somerset and South Gloucestershire You will work closely with the directors and, for the right individual, there is clear scope for career progression, increased responsibility, and performance-based rewards as the business grows. What We Offer Basic salary of £30,000 depending on experience Realistic OTE £50,000-£60,000 Own car required with mileage paid 25 days annual leave plus bank holidays (increasing after 3 and 6 years of service) Vibrant team culture with regular paid-for social events Opportunity to grow your career within a successful and expanding team Location Bristol (supporting two offices) The role will be primarily office-based across the locations you support to ensure strong relationships with the sales teams you work alongside. Start Date: ASAP (flexible for the right candidate) We are looking for someone who wants to make a real impact - a confident, capable professional with the skills and drive to help grow the financial services network in East Bristol. If you are a natural relationship-builder, a strong communicator, and committed to delivering excellent client service, we would be very interested to hear from you. We are committed to creating a diverse and inclusive working environment. All discussions will be handled discreetly and in complete confidence.
Mar 20, 2026
Full time
Finance Advisor - East Bristol Salary: Basic salary of £30,000 depending on experience. Realistic OTE £50,000-£60,000 (based on individual commission). Working Hours: Monday to Friday - 8:45am-6:00pm Saturday - 9:00am-4:00pm (Working hours may vary to accommodate evening or home appointments.) We are seeking a qualified and experienced Finance Advisor to support two offices in Bristol. This full-time role focuses on building strong relationships with branch teams and developing a consistent pipeline of client referrals. Working closely with colleagues across the offices you support, you will provide mortgage and protection advice to referred clients while delivering a professional and compliant service throughout the home-buying process. Key Responsibilities Advising clients on and arranging mortgages in a timely and compliant manner Arranging appropriate life insurance and protection policies Securing mortgage offers to support both immediate and future property purchases Managing and nurturing client relationships from initial enquiry through to completion Working closely with branch teams to maximise referral opportunities About You You'll be an experienced financial services professional who enjoys building relationships and delivering excellent outcomes. You will need to: Hold relevant financial services qualifications Deliver outstanding customer service consistently Demonstrate strong time management and organisational skills Communicate confidently by phone, in writing and face-to-face Be personable, approachable and professional Hold a full UK driving licence and have access to your own vehicle Lead Source Two primary offices in Bristol with potential for further opportunities across the wider office network. The Longer-Term Opportunity This role offers more than just a position - it's a career pathway. The business is actively looking to grow a multi-adviser financial services operation across: 10 sales and lettings offices Land & New Homes Coverage across Bristol, North Somerset and South Gloucestershire You will work closely with the directors and, for the right individual, there is clear scope for career progression, increased responsibility, and performance-based rewards as the business grows. What We Offer Basic salary of £30,000 depending on experience Realistic OTE £50,000-£60,000 Own car required with mileage paid 25 days annual leave plus bank holidays (increasing after 3 and 6 years of service) Vibrant team culture with regular paid-for social events Opportunity to grow your career within a successful and expanding team Location Bristol (supporting two offices) The role will be primarily office-based across the locations you support to ensure strong relationships with the sales teams you work alongside. Start Date: ASAP (flexible for the right candidate) We are looking for someone who wants to make a real impact - a confident, capable professional with the skills and drive to help grow the financial services network in East Bristol. If you are a natural relationship-builder, a strong communicator, and committed to delivering excellent client service, we would be very interested to hear from you. We are committed to creating a diverse and inclusive working environment. All discussions will be handled discreetly and in complete confidence.
