Job Title: Insurance Account Executive Location: Harrogate Salary: £30,000 - £50,000 per annum + Bonus Hours: Monday to Friday 09:00am - 17:00pm Our Client - Our client is an independent insurance brokerage known for practical advice, personal service and strong market access. Their team works closely with clients to shape effective insurance solutions and maintain consistent, reliable support. About the role - As Insurance Account Executive you'll manage a portfolio of commercial clients, act as their go to adviser and keep their cover running smoothly. From day to day support to renewal management, you'll make sure clients feel informed and looked after. You'll also help grow the portfolio by developing new business opportunities and strengthening long term relationships. Key Responsibilities: Build and maintain strong, long term client relationships as a trusted advisor Provide expert guidance on coverage options, risk solutions and market developments Grow your portfolio by identifying and securing new business opportunities Spot opportunities to enhance client value and strengthen retention Manage renewals, prepare clear proposals and negotiate competitive terms with insurers Identify cross-sell opportunities and ensure all activity meets regulatory and internal compliance standards Skills & Experience: Proven experience as an Insurance Account Executive Confident negotiating terms with insurers and navigating market options A proactive, client focused mindset committed to delivering exceptional service Strong communication and interpersonal skills with a confident, solutions focused approach Sharp attention to detail, ensuring thorough policy reviews and precise documentation Ability to manage multiple priorities and deadlines with accuracy and professionalism As Insurance Account Executive you'll receive a competitive salary of £30,000 - £50,000 per annum + Bonus, depending on experience along with other benefits. You'll be joining a supportive and collaborative team where your expertise are valued and there are excellent opportunities to grow and develop within the role. If you're eager to work in a forward thinking business that promotes a positive and engaging workplace culture where you'll be truly appreciated, then APPLY TODAY! Our Guarantee Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match. Here at Impression, we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy or any other protected characteristic.
Mar 17, 2026
Full time
Job Title: Insurance Account Executive Location: Harrogate Salary: £30,000 - £50,000 per annum + Bonus Hours: Monday to Friday 09:00am - 17:00pm Our Client - Our client is an independent insurance brokerage known for practical advice, personal service and strong market access. Their team works closely with clients to shape effective insurance solutions and maintain consistent, reliable support. About the role - As Insurance Account Executive you'll manage a portfolio of commercial clients, act as their go to adviser and keep their cover running smoothly. From day to day support to renewal management, you'll make sure clients feel informed and looked after. You'll also help grow the portfolio by developing new business opportunities and strengthening long term relationships. Key Responsibilities: Build and maintain strong, long term client relationships as a trusted advisor Provide expert guidance on coverage options, risk solutions and market developments Grow your portfolio by identifying and securing new business opportunities Spot opportunities to enhance client value and strengthen retention Manage renewals, prepare clear proposals and negotiate competitive terms with insurers Identify cross-sell opportunities and ensure all activity meets regulatory and internal compliance standards Skills & Experience: Proven experience as an Insurance Account Executive Confident negotiating terms with insurers and navigating market options A proactive, client focused mindset committed to delivering exceptional service Strong communication and interpersonal skills with a confident, solutions focused approach Sharp attention to detail, ensuring thorough policy reviews and precise documentation Ability to manage multiple priorities and deadlines with accuracy and professionalism As Insurance Account Executive you'll receive a competitive salary of £30,000 - £50,000 per annum + Bonus, depending on experience along with other benefits. You'll be joining a supportive and collaborative team where your expertise are valued and there are excellent opportunities to grow and develop within the role. If you're eager to work in a forward thinking business that promotes a positive and engaging workplace culture where you'll be truly appreciated, then APPLY TODAY! Our Guarantee Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match. Here at Impression, we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy or any other protected characteristic.
Position: Commercial Insurance Advisor Location: Somerton, Somerset Salary: Negotiable Overview We are currently looking for a Commercial Insurance Advisor to join the successful and welcoming broking team based out of the Somerton office. The Commercial Insurance Advisor is a key position within the team dealing with primarily small & medium commercial insurance risks for various businesses. With access to a wide number of market wordings and online underwriting systems providing a strong position when working with client's needs and demands. Your purpose in this position will be to achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements. This is a long term and progressive opportunity with a stable and reputable broker. You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team. The day to day: Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI's Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs. Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date. Review client documentation and ensure its accuracy and that it meets the client's needs. Ensure documents are issued within contract certain timelines. Identify and discuss with your clients any recommended and relevant additional covers Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt. What's on offer: Negotiable basic salary + bonuses Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc) CII Membership and CII Studies / exams paid Your experience: Broking commercial insurances from a number of sectors such as liability property to financial lines Handling new business quotation enquiries, renewals and mid-term adjustments Experience of commerce and industry and familiarity with markets and economic trends Ability to develop and maintain business contacts and goodwill Excellent interpersonal, written and verbal communication skills Ability to prepare and present reports Pro-active and self-motivated Strong planning and organisation skills to meet deadlines Attention to detail Co-operative and supportive team player
Mar 17, 2026
Full time
Position: Commercial Insurance Advisor Location: Somerton, Somerset Salary: Negotiable Overview We are currently looking for a Commercial Insurance Advisor to join the successful and welcoming broking team based out of the Somerton office. The Commercial Insurance Advisor is a key position within the team dealing with primarily small & medium commercial insurance risks for various businesses. With access to a wide number of market wordings and online underwriting systems providing a strong position when working with client's needs and demands. Your purpose in this position will be to achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements. This is a long term and progressive opportunity with a stable and reputable broker. You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team. The day to day: Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI's Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs. Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date. Review client documentation and ensure its accuracy and that it meets the client's needs. Ensure documents are issued within contract certain timelines. Identify and discuss with your clients any recommended and relevant additional covers Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt. What's on offer: Negotiable basic salary + bonuses Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc) CII Membership and CII Studies / exams paid Your experience: Broking commercial insurances from a number of sectors such as liability property to financial lines Handling new business quotation enquiries, renewals and mid-term adjustments Experience of commerce and industry and familiarity with markets and economic trends Ability to develop and maintain business contacts and goodwill Excellent interpersonal, written and verbal communication skills Ability to prepare and present reports Pro-active and self-motivated Strong planning and organisation skills to meet deadlines Attention to detail Co-operative and supportive team player
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).
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Mar 17, 2026
Full time
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Mar 17, 2026
Full time
We are recruiting for an IFA in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Ecologist Permanent role Rail Industry Location - Sites across South of England Hybrid - Field work and home based Salary - up to £45,000 + Company car / allowance An Ecologist is required to join a vibrant and charismatic team, with the company's Head Quarters based in the Midlands. This is a hybrid role combining fieldwork and site visits with office-based tasks, offering a varied and rewarding workload. The successful candidate will support ecology- related activities across multiple rail contracts throughout the UK, with a particular focus on projects in the South of England and Wales. You will play a key role in leading, advising, and upskilling the business on mitigation strategies for protected species, including dormice, otters, great crested newts, and badgers. Ecologist - BENEFITS Salary - up to £45,000 Company car / allowance Private medical insurance Cashplan with optical and dental cover 25 days annual leave, plus bank holidays Pension scheme with employer contribution of 5% Life assurance 3x Salary Training and development support Flexible working / hybrid options Employee Assistance Programme Access to an independent financial advisor Ecologist - REQUIREMENTS - Essential At least 5 years' experience in an ecologist role Full UK driving licence Experience working with hazel dormouse, GCN, badger, and otter Ecologist - REQUIREMENTS - Desired BS 42020 / CIEEM membership Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
Mar 17, 2026
Full time
Ecologist Permanent role Rail Industry Location - Sites across South of England Hybrid - Field work and home based Salary - up to £45,000 + Company car / allowance An Ecologist is required to join a vibrant and charismatic team, with the company's Head Quarters based in the Midlands. This is a hybrid role combining fieldwork and site visits with office-based tasks, offering a varied and rewarding workload. The successful candidate will support ecology- related activities across multiple rail contracts throughout the UK, with a particular focus on projects in the South of England and Wales. You will play a key role in leading, advising, and upskilling the business on mitigation strategies for protected species, including dormice, otters, great crested newts, and badgers. Ecologist - BENEFITS Salary - up to £45,000 Company car / allowance Private medical insurance Cashplan with optical and dental cover 25 days annual leave, plus bank holidays Pension scheme with employer contribution of 5% Life assurance 3x Salary Training and development support Flexible working / hybrid options Employee Assistance Programme Access to an independent financial advisor Ecologist - REQUIREMENTS - Essential At least 5 years' experience in an ecologist role Full UK driving licence Experience working with hazel dormouse, GCN, badger, and otter Ecologist - REQUIREMENTS - Desired BS 42020 / CIEEM membership Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
Posted Thursday, January 22, 2026 at 5:00 AM Location: London, UK (Remote, Full-Time) Valnet Inc. is seeking a strategic and entrepreneurial National Sales Manager to join our growing partnerships and media sales division. You'll drive direct revenue and lead a high-performing sales Pod responsible for developing relationships with top brands and agencies across entertainment, gaming, tech, auto, sports, and lifestyle. Representing a portfolio of global media brands - including ScreenRant, Collider, Polygon, CBR, TheGamer, How-To-Geek, SimpleFlying, and Carbuzz - you'll connect advertisers with over 200 million monthly users across Valnet's network. The ideal candidate is a proven closer and team builder with strong industry relationships and commercial instincts. Working closely with RevOps, you'll own your Pod's sales strategy, bottom-line performance, and client portfolio, delivering innovative, data-driven solutions that generate measurable impact. Key Responsibilities Strategic Sales Development & Revenue Growth Develop and execute a cross-vertical sales strategy targeting new clients and agencies across entertainment, gaming, tech, auto, lifestyle, and sports. Consistently deliver growth against quarterly and annual Pod targets across all Valnet products (display, branded content, programmatic, events, and sponsorships). Build custom 360 media programs integrating audience targeting, creative storytelling, and cross-platform execution. Deliver compelling pitches and proposals that translate audience insights into actionable client solutions. Negotiate and close high-value partnerships that drive long term revenue and client satisfaction. Own your Pod's P&L - accountable for profitability, cost efficiency, and bottom line performance. Manage and mentor an Account Manager, ensuring seamless campaign delivery and client success. Collaborate with RevOps, AdOps, and DMP teams to optimize performance and maintain margin discipline. Oversee full client lifecycle management - from prospecting to renewal and upsell. Enforce Pod business rules on pricing, account ownership, and spending. Partnership Growth & Client Relations Leverage existing relationships and develop new partnerships across key sectors: Tech & Auto: OEMs, consumer electronics Lifestyle & Sports: Brands and agencies with engaged fan audiences Act as a trusted advisor, aligning Valnet's premium media ecosystem with client goals and KPIs. Represent Valnet as a unified network connecting passionate, high intent audiences across all verticals. Industry Insight Stay ahead of industry trends in digital advertising, branded content, and data driven marketing. Identify new monetization opportunities and provide market feedback to refine product and pricing strategies. Maintain accurate pipeline and forecasting in Boostr CRM. Qualifications 7+ years of experience in digital media sales, partnerships, or integrated marketing. Proven success managing complex accounts and exceeding revenue goals across multiple verticals. Experience managing Account Managers and owning a P&L or bottom line target preferred. Strong grasp of digital media, sponsorships, licensing, and branded content sales. Exceptional relationship builder with deep agency and brand connections. Entrepreneurial mindset: thrives in fast paced, performance driven environments. Excellent communication, presentation, and negotiation skills. Full health insurance plan (medical, dental, and vision). Competitive compensation with strong commission and bonus structure. Career growth opportunities within a rapidly expanding global media network. Collaborative, fast paced, and creative work environment. Who We Are Valnet is a company unlike any other. Here, you'll work alongside passionate, dedicated individuals who bring their best every day, creating an environment that is as inspiring as it is challenging. We are innovative leaders, not passive followers, always pushing the boundaries of what's possible in our industry. We encourage autonomy and value creative contributions, empowering you to shape meaningful change from day one. Moreover, we don't just talk about culture - we make it our first priority, fostering a collaborative, fast paced environment where talent is recognized and rewarded. In our true meritocratic structure, your career can develop quickly, giving you the opportunity to grow professionally and be generously rewarded for your achievements. But don't take our word for it, visit our corporate website to see for yourself!
Mar 17, 2026
Full time
Posted Thursday, January 22, 2026 at 5:00 AM Location: London, UK (Remote, Full-Time) Valnet Inc. is seeking a strategic and entrepreneurial National Sales Manager to join our growing partnerships and media sales division. You'll drive direct revenue and lead a high-performing sales Pod responsible for developing relationships with top brands and agencies across entertainment, gaming, tech, auto, sports, and lifestyle. Representing a portfolio of global media brands - including ScreenRant, Collider, Polygon, CBR, TheGamer, How-To-Geek, SimpleFlying, and Carbuzz - you'll connect advertisers with over 200 million monthly users across Valnet's network. The ideal candidate is a proven closer and team builder with strong industry relationships and commercial instincts. Working closely with RevOps, you'll own your Pod's sales strategy, bottom-line performance, and client portfolio, delivering innovative, data-driven solutions that generate measurable impact. Key Responsibilities Strategic Sales Development & Revenue Growth Develop and execute a cross-vertical sales strategy targeting new clients and agencies across entertainment, gaming, tech, auto, lifestyle, and sports. Consistently deliver growth against quarterly and annual Pod targets across all Valnet products (display, branded content, programmatic, events, and sponsorships). Build custom 360 media programs integrating audience targeting, creative storytelling, and cross-platform execution. Deliver compelling pitches and proposals that translate audience insights into actionable client solutions. Negotiate and close high-value partnerships that drive long term revenue and client satisfaction. Own your Pod's P&L - accountable for profitability, cost efficiency, and bottom line performance. Manage and mentor an Account Manager, ensuring seamless campaign delivery and client success. Collaborate with RevOps, AdOps, and DMP teams to optimize performance and maintain margin discipline. Oversee full client lifecycle management - from prospecting to renewal and upsell. Enforce Pod business rules on pricing, account ownership, and spending. Partnership Growth & Client Relations Leverage existing relationships and develop new partnerships across key sectors: Tech & Auto: OEMs, consumer electronics Lifestyle & Sports: Brands and agencies with engaged fan audiences Act as a trusted advisor, aligning Valnet's premium media ecosystem with client goals and KPIs. Represent Valnet as a unified network connecting passionate, high intent audiences across all verticals. Industry Insight Stay ahead of industry trends in digital advertising, branded content, and data driven marketing. Identify new monetization opportunities and provide market feedback to refine product and pricing strategies. Maintain accurate pipeline and forecasting in Boostr CRM. Qualifications 7+ years of experience in digital media sales, partnerships, or integrated marketing. Proven success managing complex accounts and exceeding revenue goals across multiple verticals. Experience managing Account Managers and owning a P&L or bottom line target preferred. Strong grasp of digital media, sponsorships, licensing, and branded content sales. Exceptional relationship builder with deep agency and brand connections. Entrepreneurial mindset: thrives in fast paced, performance driven environments. Excellent communication, presentation, and negotiation skills. Full health insurance plan (medical, dental, and vision). Competitive compensation with strong commission and bonus structure. Career growth opportunities within a rapidly expanding global media network. Collaborative, fast paced, and creative work environment. Who We Are Valnet is a company unlike any other. Here, you'll work alongside passionate, dedicated individuals who bring their best every day, creating an environment that is as inspiring as it is challenging. We are innovative leaders, not passive followers, always pushing the boundaries of what's possible in our industry. We encourage autonomy and value creative contributions, empowering you to shape meaningful change from day one. Moreover, we don't just talk about culture - we make it our first priority, fostering a collaborative, fast paced environment where talent is recognized and rewarded. In our true meritocratic structure, your career can develop quickly, giving you the opportunity to grow professionally and be generously rewarded for your achievements. But don't take our word for it, visit our corporate website to see for yourself!
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.
Let's be honest. Not all claims roles are created equal. Some bury you in process. Some keep you reactive. Some forget you're meant to be a trusted advisor - not just a box-ticker. This isn't one of those roles. This is your chance to lead from the front - to manage a portfolio of high-value commercial clients and take ownership of their claims journeys from day one. From advising on strategy to negotiating outcomes, you'll be the person your clients count on. Not just for admin - but for insight, calm under pressure, and the kind of partnership that creates trust and drives loyalty. You'll be doing work that matters, including: Leading cradle-to-grave claims management across a range of commercial lines Building genuine relationships with clients, insurers, and adjusters Attending review meetings, advising on claims trends, and supporting renewal conversations Helping win and retain business with intelligent claims insight and real-world expertise Working alongside some of the best brokers in the region, who value your voice and input Who this is for: You're technically sharp and emotionally intelligent. You've spent time in the world of commercial claims - and you want more. More challenge. More ownership. More purpose. You're not afraid of tough conversations, but you handle them with empathy and professionalism. You think in solutions, not problems. And you take pride in doing things the right way. What we offer in return: A strong salary, tailored to your experience A real hybrid working model - not just lip service 30+ days holiday, wellbeing benefits, and a culture that puts people before profit Genuine autonomy, support to progress, and the chance to be part of something growing In short: If you want to be just another claims handler, this role probably isn't for you. But if you're ready to step into something more - to take ownership, grow your voice, and become a critical part of a trusted, independent broking team, then get in touch for more detail. Contact: Stephen Mallaband Reference: SM/080725 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Mar 17, 2026
Full time
Let's be honest. Not all claims roles are created equal. Some bury you in process. Some keep you reactive. Some forget you're meant to be a trusted advisor - not just a box-ticker. This isn't one of those roles. This is your chance to lead from the front - to manage a portfolio of high-value commercial clients and take ownership of their claims journeys from day one. From advising on strategy to negotiating outcomes, you'll be the person your clients count on. Not just for admin - but for insight, calm under pressure, and the kind of partnership that creates trust and drives loyalty. You'll be doing work that matters, including: Leading cradle-to-grave claims management across a range of commercial lines Building genuine relationships with clients, insurers, and adjusters Attending review meetings, advising on claims trends, and supporting renewal conversations Helping win and retain business with intelligent claims insight and real-world expertise Working alongside some of the best brokers in the region, who value your voice and input Who this is for: You're technically sharp and emotionally intelligent. You've spent time in the world of commercial claims - and you want more. More challenge. More ownership. More purpose. You're not afraid of tough conversations, but you handle them with empathy and professionalism. You think in solutions, not problems. And you take pride in doing things the right way. What we offer in return: A strong salary, tailored to your experience A real hybrid working model - not just lip service 30+ days holiday, wellbeing benefits, and a culture that puts people before profit Genuine autonomy, support to progress, and the chance to be part of something growing In short: If you want to be just another claims handler, this role probably isn't for you. But if you're ready to step into something more - to take ownership, grow your voice, and become a critical part of a trusted, independent broking team, then get in touch for more detail. Contact: Stephen Mallaband Reference: SM/080725 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Let's be honest. Not all claims roles are created equal. Some bury you in process. Some keep you reactive. Some forget you're meant to be a trusted advisor - not just a box-ticker. This isn't one of those roles. This is your chance to lead from the front - to manage a portfolio of high-value commercial clients and take ownership of their claims journeys from day one. From advising on strategy to negotiating outcomes, you'll be the person your clients count on. Not just for admin - but for insight, calm under pressure, and the kind of partnership that creates trust and drives loyalty. You'll be doing work that matters, including: Leading cradle-to-grave claims management across a range of commercial lines Building genuine relationships with clients, insurers, and adjusters Attending review meetings, advising on claims trends, and supporting renewal conversations Helping win and retain business with intelligent claims insight and real-world expertise Working alongside some of the best brokers in the region, who value your voice and input Who this is for: You're technically sharp and emotionally intelligent. You've spent time in the world of commercial claims - and you want more. More challenge. More ownership. More purpose. You're not afraid of tough conversations, but you handle them with empathy and professionalism. You think in solutions, not problems. And you take pride in doing things the right way. What we offer in return: A strong salary, tailored to your experience A real hybrid working model - not just lip service 30+ days holiday, wellbeing benefits, and a culture that puts people before profit Genuine autonomy, support to progress, and the chance to be part of something growing In short: If you want to be just another claims handler, this role probably isn't for you. But if you're ready to step into something more - to take ownership, grow your voice, and become a critical part of a trusted, independent broking team, then get in touch for more detail. Contact: Stephen Mallaband Reference: SM/080725 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Mar 17, 2026
Full time
Let's be honest. Not all claims roles are created equal. Some bury you in process. Some keep you reactive. Some forget you're meant to be a trusted advisor - not just a box-ticker. This isn't one of those roles. This is your chance to lead from the front - to manage a portfolio of high-value commercial clients and take ownership of their claims journeys from day one. From advising on strategy to negotiating outcomes, you'll be the person your clients count on. Not just for admin - but for insight, calm under pressure, and the kind of partnership that creates trust and drives loyalty. You'll be doing work that matters, including: Leading cradle-to-grave claims management across a range of commercial lines Building genuine relationships with clients, insurers, and adjusters Attending review meetings, advising on claims trends, and supporting renewal conversations Helping win and retain business with intelligent claims insight and real-world expertise Working alongside some of the best brokers in the region, who value your voice and input Who this is for: You're technically sharp and emotionally intelligent. You've spent time in the world of commercial claims - and you want more. More challenge. More ownership. More purpose. You're not afraid of tough conversations, but you handle them with empathy and professionalism. You think in solutions, not problems. And you take pride in doing things the right way. What we offer in return: A strong salary, tailored to your experience A real hybrid working model - not just lip service 30+ days holiday, wellbeing benefits, and a culture that puts people before profit Genuine autonomy, support to progress, and the chance to be part of something growing In short: If you want to be just another claims handler, this role probably isn't for you. But if you're ready to step into something more - to take ownership, grow your voice, and become a critical part of a trusted, independent broking team, then get in touch for more detail. Contact: Stephen Mallaband Reference: SM/080725 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Cavendish Maine Recruitment
Cardiff, South Glamorgan
Let's be honest. Not all claims roles are created equal. Some bury you in process. Some keep you reactive. Some forget you're meant to be a trusted advisor - not just a box-ticker. This isn't one of those roles. This is your chance to lead from the front - to manage a portfolio of high-value commercial clients and take ownership of their claims journeys from day one. From advising on strategy to negotiating outcomes, you'll be the person your clients count on. Not just for admin - but for insight, calm under pressure, and the kind of partnership that creates trust and drives loyalty. You'll be doing work that matters, including: Leading cradle-to-grave claims management across a range of commercial lines Building genuine relationships with clients, insurers, and adjusters Attending review meetings, advising on claims trends, and supporting renewal conversations Helping win and retain business with intelligent claims insight and real-world expertise Working alongside some of the best brokers in the region, who value your voice and input Who this is for: You're technically sharp and emotionally intelligent. You've spent time in the world of commercial claims - and you want more. More challenge. More ownership. More purpose. You're not afraid of tough conversations, but you handle them with empathy and professionalism. You think in solutions, not problems. And you take pride in doing things the right way. What we offer in return: A strong salary, tailored to your experience A real hybrid working model - not just lip service 30+ days holiday, wellbeing benefits, and a culture that puts people before profit Genuine autonomy, support to progress, and the chance to be part of something growing In short: If you want to be just another claims handler, this role probably isn't for you. But if you're ready to step into something more - to take ownership, grow your voice, and become a critical part of a trusted, independent broking team, then get in touch for more detail. Contact: Stephen Mallaband Reference: SM/080725 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Mar 17, 2026
Full time
Let's be honest. Not all claims roles are created equal. Some bury you in process. Some keep you reactive. Some forget you're meant to be a trusted advisor - not just a box-ticker. This isn't one of those roles. This is your chance to lead from the front - to manage a portfolio of high-value commercial clients and take ownership of their claims journeys from day one. From advising on strategy to negotiating outcomes, you'll be the person your clients count on. Not just for admin - but for insight, calm under pressure, and the kind of partnership that creates trust and drives loyalty. You'll be doing work that matters, including: Leading cradle-to-grave claims management across a range of commercial lines Building genuine relationships with clients, insurers, and adjusters Attending review meetings, advising on claims trends, and supporting renewal conversations Helping win and retain business with intelligent claims insight and real-world expertise Working alongside some of the best brokers in the region, who value your voice and input Who this is for: You're technically sharp and emotionally intelligent. You've spent time in the world of commercial claims - and you want more. More challenge. More ownership. More purpose. You're not afraid of tough conversations, but you handle them with empathy and professionalism. You think in solutions, not problems. And you take pride in doing things the right way. What we offer in return: A strong salary, tailored to your experience A real hybrid working model - not just lip service 30+ days holiday, wellbeing benefits, and a culture that puts people before profit Genuine autonomy, support to progress, and the chance to be part of something growing In short: If you want to be just another claims handler, this role probably isn't for you. But if you're ready to step into something more - to take ownership, grow your voice, and become a critical part of a trusted, independent broking team, then get in touch for more detail. Contact: Stephen Mallaband Reference: SM/080725 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm? We're recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing. This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Essex region. Role would be London, City based but with lots of scope for hybrid/flexible working. The Opportunity Develop and maintain a portfolio of new and existing clients. Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning. Build and nurture a network of internal and external introducers. Collaborate closely with colleagues to deliver a seamless client experience across services. Identify new business opportunities and contribute to wider strategic growth goals. Why Apply? Base salary up to £75,000, with flexibility depending on experience. Bi-annual salary reviews recognising contribution and performance. Excellent bonus structure and growth potential. Highly flexible hybrid working to support work-life balance. 28 days' annual leave, including 3 days off at Christmas. Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme. Support for CPD, professional memberships, and long-term career development. Be part of an inclusive, supportive culture where your voice matters. What We're Looking For Chartered Financial Planner (CII) or higher. CAS and SPS are essential. Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business. Excellent communication, presentation, and problem-solving skills. Strong technical knowledge of financial planning products, funds, pensions, and markets. Organised, detail-oriented, and able to manage multiple priorities.
Mar 17, 2026
Full time
Are you a Chartered Financial Planner ready to take on a new challenge with a highly respected, people-focused firm? We're recruiting on behalf of a forward-thinking professional services firm with a long-standing reputation for excellence in accountancy, tax, audit, and advisory services. With offices across London and the South East and membership in a global advisory network, they offer a dynamic, collaborative working environment and a genuine commitment to employee development and wellbeing. This is an exceptional opportunity to manage and grow a portfolio of high-value, complex clients while helping to shape the growth of the firm's financial planning function in the Essex region. Role would be London, City based but with lots of scope for hybrid/flexible working. The Opportunity Develop and maintain a portfolio of new and existing clients. Deliver high-quality, personalised financial planning advice across pensions, investments, tax planning, and estate planning. Build and nurture a network of internal and external introducers. Collaborate closely with colleagues to deliver a seamless client experience across services. Identify new business opportunities and contribute to wider strategic growth goals. Why Apply? Base salary up to £75,000, with flexibility depending on experience. Bi-annual salary reviews recognising contribution and performance. Excellent bonus structure and growth potential. Highly flexible hybrid working to support work-life balance. 28 days' annual leave, including 3 days off at Christmas. Private Medical Insurance and access to Digicare+ and an Employee Assistance Programme. Support for CPD, professional memberships, and long-term career development. Be part of an inclusive, supportive culture where your voice matters. What We're Looking For Chartered Financial Planner (CII) or higher. CAS and SPS are essential. Proven experience in a similar advisory role, with a strong track record of managing complex client relationships and generating new business. Excellent communication, presentation, and problem-solving skills. Strong technical knowledge of financial planning products, funds, pensions, and markets. Organised, detail-oriented, and able to manage multiple priorities.
Are you ready to build a long-term career in a professional environment, with and industry-leading insurance business? Our client is looking for a Trainee Insurance Broker to join their high-performing Personal Lines team in Swindon. You'll receive full training, coaching, and support towards professional qualifications, all while gaining hands-on experience in a fast-paced, client-facing setting. Daily tasks will include: Acting as the first point of contact for clients across a range of personal insurance products including car, van, and home insurance Providing tailored advice and quotes, always focused on client needs and risk profiles Supporting with policy renewals, claims, and new business processes Ensuring accurate policy documentation and full compliance with provider and internal procedures Working closely with underwriters and other internal teams to deliver excellent service and maintain strong client retention You'll need to be: A confident communicator who enjoys speaking with people and building relationships A proactive problem-solver with the ability to think on your feet Someone currently working in customer services, sales or retail who is ready to step into a long-term professional career A self-starter with enthusiasm, curiosity, and the ability to learn quickly Above all, determined to succeed - our client promotes from within, and every current senior leader in the company started out as a Trainee within the business What's on offer: Office-based role with 1 in 4 Saturdays required (with a day off in lieu) Comprehensive in-house training programme Support through industry-recognised qualifications Clear pathway for progression within a growing organisation A friendly and supportive team environment If you're ready to launch your career in insurance with a business that invests in its people, we'd love to hear from you.
Mar 17, 2026
Full time
Are you ready to build a long-term career in a professional environment, with and industry-leading insurance business? Our client is looking for a Trainee Insurance Broker to join their high-performing Personal Lines team in Swindon. You'll receive full training, coaching, and support towards professional qualifications, all while gaining hands-on experience in a fast-paced, client-facing setting. Daily tasks will include: Acting as the first point of contact for clients across a range of personal insurance products including car, van, and home insurance Providing tailored advice and quotes, always focused on client needs and risk profiles Supporting with policy renewals, claims, and new business processes Ensuring accurate policy documentation and full compliance with provider and internal procedures Working closely with underwriters and other internal teams to deliver excellent service and maintain strong client retention You'll need to be: A confident communicator who enjoys speaking with people and building relationships A proactive problem-solver with the ability to think on your feet Someone currently working in customer services, sales or retail who is ready to step into a long-term professional career A self-starter with enthusiasm, curiosity, and the ability to learn quickly Above all, determined to succeed - our client promotes from within, and every current senior leader in the company started out as a Trainee within the business What's on offer: Office-based role with 1 in 4 Saturdays required (with a day off in lieu) Comprehensive in-house training programme Support through industry-recognised qualifications Clear pathway for progression within a growing organisation A friendly and supportive team environment If you're ready to launch your career in insurance with a business that invests in its people, we'd love to hear from you.
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Mar 16, 2026
Full time
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
Mar 16, 2026
Full time
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Mar 16, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Ecologist Permanent role Rail Industry Location - Sites across South of England Hybrid - Field work and home based Salary - up to £45,000 + Company car / allowance An Ecologist is required to join a vibrant and charismatic team, with the company's Head Quarters based in the Midlands. This is a hybrid role combining fieldwork and site visits with office-based tasks, offering a varied and rewarding workload. The successful candidate will support ecology- related activities across multiple rail contracts throughout the UK, with a particular focus on projects in the South of England and Wales. You will play a key role in leading, advising, and upskilling the business on mitigation strategies for protected species, including dormice, otters, great crested newts, and badgers. Ecologist - BENEFITS Salary - up to £45,000 Company car / allowance Private medical insurance Cashplan with optical and dental cover 25 days annual leave, plus bank holidays Pension scheme with employer contribution of 5% Life assurance 3x Salary Training and development support Flexible working / hybrid options Employee Assistance Programme Access to an independent financial advisor Ecologist - REQUIREMENTS - Essential At least 5 years' experience in an ecologist role Full UK driving licence Experience working with hazel dormouse, GCN, badger, and otter Ecologist - REQUIREMENTS - Desired BS 42020 / CIEEM membership Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
Mar 16, 2026
Full time
Ecologist Permanent role Rail Industry Location - Sites across South of England Hybrid - Field work and home based Salary - up to £45,000 + Company car / allowance An Ecologist is required to join a vibrant and charismatic team, with the company's Head Quarters based in the Midlands. This is a hybrid role combining fieldwork and site visits with office-based tasks, offering a varied and rewarding workload. The successful candidate will support ecology- related activities across multiple rail contracts throughout the UK, with a particular focus on projects in the South of England and Wales. You will play a key role in leading, advising, and upskilling the business on mitigation strategies for protected species, including dormice, otters, great crested newts, and badgers. Ecologist - BENEFITS Salary - up to £45,000 Company car / allowance Private medical insurance Cashplan with optical and dental cover 25 days annual leave, plus bank holidays Pension scheme with employer contribution of 5% Life assurance 3x Salary Training and development support Flexible working / hybrid options Employee Assistance Programme Access to an independent financial advisor Ecologist - REQUIREMENTS - Essential At least 5 years' experience in an ecologist role Full UK driving licence Experience working with hazel dormouse, GCN, badger, and otter Ecologist - REQUIREMENTS - Desired BS 42020 / CIEEM membership Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business. We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank.Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Must be proficient in MS Office (Word, Excel, PowerPoint, etc). Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management
Mar 16, 2026
Full time
We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business. We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank.Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support provided by the paraplanning team. You must have a minimum of 2 year's experience in an advisory role. Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages. You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease. Must be proficient in MS Office (Word, Excel, PowerPoint, etc). Minimum Level 4 Diploma Status. Competent Adviser Status in current role. Commitment to ongoing Professional Development. Ability to work in a fast-paced environment. To be a self-starter and be able to manage leads and report into the senior management
Lime People Search & Select Ltd
Harrogate, Yorkshire
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports. Researching and producing client recommendations. Writing reports as directed Providing technical support and back up to the Directors. Carrying out client portfolio reviews. Providing analysis and detailed research for pension transfers and retirement reports. Keeping up to date with legislation changes and FCA requirements. To assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company. We are seeking an experienced Paraplanner with 2+ years experience working within Paraplanning and Writing Suitability Reports. You should be experienced at completing Client Reviews, as the focus of this role is on the Review side, rather than on New Business. Ideally you will be Level 4 Diploma qualified, or be very close to achieving your Diploma, coupled with the relevant Paraplanning experience required. This role is predominantly Office based, however there may be the opportunity to be working 1 day a week from home. A great salary and working environment is offered for the role.
Mar 16, 2026
Full time
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports. Researching and producing client recommendations. Writing reports as directed Providing technical support and back up to the Directors. Carrying out client portfolio reviews. Providing analysis and detailed research for pension transfers and retirement reports. Keeping up to date with legislation changes and FCA requirements. To assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company. We are seeking an experienced Paraplanner with 2+ years experience working within Paraplanning and Writing Suitability Reports. You should be experienced at completing Client Reviews, as the focus of this role is on the Review side, rather than on New Business. Ideally you will be Level 4 Diploma qualified, or be very close to achieving your Diploma, coupled with the relevant Paraplanning experience required. This role is predominantly Office based, however there may be the opportunity to be working 1 day a week from home. A great salary and working environment is offered for the role.
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 16, 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.
