Paraplanner Devon Office-based initially Hybrid potential after probation Salary: Competitive (depending on experience) A growing and well-established Independent Financial Planning firm in Devon is looking to appoint an experienced Paraplanner to support its expanding team of advisers. You will be working directly with advisers to support the delivery of high-quality financial advice to clients. The Role As Paraplanner, you will provide technical and research support to the advisers and assist in the preparation of client recommendations. Typical duties will include: Conducting product and provider research Preparing suitability reports and recommendations Supporting advisers with technical queries and case preparation Preparing client documentation and meeting packs Assisting with client reviews and ongoing advice work Liaising with providers and internal staff to progress cases About You The firm is ideally looking for an experienced Paraplanner, although they would also consider a highly experienced Financial Services Administrator looking to step up into a paraplanning role. You will likely have: Previous experience working within an IFA / Financial Planning firm Strong understanding of financial planning products and advice processes Holding the level 4 Diploma in Financial Planning Strong attention to detail and organisational skills The ability to work closely with advisers in a fast-paced environment Why Apply? Opportunity to join a growing financial planning firm Newly created role where you can make a real impact Work closely with advisers in a collaborative environment Long-term career progression as the business continues to expand Apply today to be considered for this opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Mar 25, 2026
Full time
Paraplanner Devon Office-based initially Hybrid potential after probation Salary: Competitive (depending on experience) A growing and well-established Independent Financial Planning firm in Devon is looking to appoint an experienced Paraplanner to support its expanding team of advisers. You will be working directly with advisers to support the delivery of high-quality financial advice to clients. The Role As Paraplanner, you will provide technical and research support to the advisers and assist in the preparation of client recommendations. Typical duties will include: Conducting product and provider research Preparing suitability reports and recommendations Supporting advisers with technical queries and case preparation Preparing client documentation and meeting packs Assisting with client reviews and ongoing advice work Liaising with providers and internal staff to progress cases About You The firm is ideally looking for an experienced Paraplanner, although they would also consider a highly experienced Financial Services Administrator looking to step up into a paraplanning role. You will likely have: Previous experience working within an IFA / Financial Planning firm Strong understanding of financial planning products and advice processes Holding the level 4 Diploma in Financial Planning Strong attention to detail and organisational skills The ability to work closely with advisers in a fast-paced environment Why Apply? Opportunity to join a growing financial planning firm Newly created role where you can make a real impact Work closely with advisers in a collaborative environment Long-term career progression as the business continues to expand Apply today to be considered for this opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This partnership of consulting actuaries with over 250 employees specialises in providing their clients with practical, bespoke and robust solutions, covering corporate pensions, strategic investment advice, general insurance and specialist financial services including risk appraisal, business modelling and valuations. They are looking for an experienced Pensions Consultant to join their rapidly expanding pension's team. Responsibilities will include servicing a varied portfolio of corporate clients as well as gaining new business. The successful candidate will need to have strong technical knowledge of both Defined Benefit and Defined Contribution schemes. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Mar 25, 2026
Full time
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you. This partnership of consulting actuaries with over 250 employees specialises in providing their clients with practical, bespoke and robust solutions, covering corporate pensions, strategic investment advice, general insurance and specialist financial services including risk appraisal, business modelling and valuations. They are looking for an experienced Pensions Consultant to join their rapidly expanding pension's team. Responsibilities will include servicing a varied portfolio of corporate clients as well as gaining new business. The successful candidate will need to have strong technical knowledge of both Defined Benefit and Defined Contribution schemes. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Mar 25, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Financial Planning Administrator Location: Skipton Contract: Permanent Salary: £27,000 - £34,000 per annum (dependent on experience) Start Date: Flexible Hybrid Working available Contact: Job Description An exciting opportunity has arisen to join a growing financial planning practice based in Skipton as a Financial Planning Administrator / Trainee Paraplanner. This position would suit someone with experience in wealth management or financial planning administration who is looking to develop their technical knowledge and progress their career within the financial planning profession. The firm is particularly keen to support someone who is motivated to progress through professional qualifications, with exam support provided, and offers a clear pathway for the right person to develop into a Paraplanner and ultimately a Financial Adviser if desired. Key Responsibilities Provide administrative support to Financial Planners Prepare client meeting packs and documentation Process new business and manage ongoing servicing requirements Maintain accurate client records and CRM systems Assist with research and basic paraplanning tasks Support preparation of suitability reports Gather financial information and documentation for advice cases Candidate Criteria Previous experience within wealth management, financial planning, or an IFA practice (preferably SJP) Motivation and desire to progress within a wealth management/financial advisory environment Strong organisational skills and attention to detail A genuine interest in building a long-term career in financial planning Excellent relationship building and communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Mar 25, 2026
Full time
Financial Planning Administrator Location: Skipton Contract: Permanent Salary: £27,000 - £34,000 per annum (dependent on experience) Start Date: Flexible Hybrid Working available Contact: Job Description An exciting opportunity has arisen to join a growing financial planning practice based in Skipton as a Financial Planning Administrator / Trainee Paraplanner. This position would suit someone with experience in wealth management or financial planning administration who is looking to develop their technical knowledge and progress their career within the financial planning profession. The firm is particularly keen to support someone who is motivated to progress through professional qualifications, with exam support provided, and offers a clear pathway for the right person to develop into a Paraplanner and ultimately a Financial Adviser if desired. Key Responsibilities Provide administrative support to Financial Planners Prepare client meeting packs and documentation Process new business and manage ongoing servicing requirements Maintain accurate client records and CRM systems Assist with research and basic paraplanning tasks Support preparation of suitability reports Gather financial information and documentation for advice cases Candidate Criteria Previous experience within wealth management, financial planning, or an IFA practice (preferably SJP) Motivation and desire to progress within a wealth management/financial advisory environment Strong organisational skills and attention to detail A genuine interest in building a long-term career in financial planning Excellent relationship building and communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Our client, a lovely and well-established and growing financial planning firm, is looking to add a Financial Administrator to their centralised administration team. This role sits within a collaborative support team responsible for keeping the advice process running smoothly behind the scenes. It's a busy and varied position in which your contribution is recognised, and really makes a difference. For the right person, this is also a great opportunity to build a long-term career within financial services, with genuine progression and the chance to become more involved in technical work over time. The Opportunity You'll be joining a structured administration team that supports a number of advisers across the business. The focus of the role is ensuring client records are maintained accurately, applications are submitted correctly, and the advice process runs efficiently from start to finish. You'll work closely with advisers, paraplanners and product providers, helping coordinate client work and keeping everything progressing as it should. Over time, you'll also begin handling more technical cases and queries as your knowledge develops. The Role This is a varied financial planning administration role where you'll take ownership of key parts of the client servicing process. Day-to-day you'll be: Preparing and submitting applications to providers Processing fund switches Managing Letters of Authority and gathering plan information. Maintaining accurate client records Preparing documents for client meetings Assisting advisers with the ongoing review process You'll also liaise regularly with providers, advisers, and clients to provide updates and ensure applications and requests are progressing smoothly. Alongside this, you'll help manage workflow within the team, keep task lists updated and contribute to regular team meetings to ensure work is progressing efficiently across the department. Occasionally, there may also be the opportunity to attend client meetings with advisers to support the administration side and gain further exposure to the advice process. Who This Would Suit This role would suit a Financial Administrator who already has 1-2 years' experience within a financial planning or wealth management environment and is comfortable working in a fast-paced administration role. You'll ideally have: A good understanding of the financial advice process Strong organisation skills Good attention to detail Strong communication skills Experience using back-office systems such as Intelligent Office would be helpful, although not essential. Just as importantly, our client is looking for someone positive, proactive, and keen to develop their career within financial services. What's On Offer Salary up to £38,000 Supportive and sociable team environment Clear career progression pathway Increased earning potential as your role develops Exposure to the full financial planning process Company benefits package This is a great opportunity for a Financial Administrator to join a well-run and supporting financial planning firm where administration is valued and where you'll have the chance to grow your knowledge and progress over time. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions
Mar 25, 2026
Full time
Our client, a lovely and well-established and growing financial planning firm, is looking to add a Financial Administrator to their centralised administration team. This role sits within a collaborative support team responsible for keeping the advice process running smoothly behind the scenes. It's a busy and varied position in which your contribution is recognised, and really makes a difference. For the right person, this is also a great opportunity to build a long-term career within financial services, with genuine progression and the chance to become more involved in technical work over time. The Opportunity You'll be joining a structured administration team that supports a number of advisers across the business. The focus of the role is ensuring client records are maintained accurately, applications are submitted correctly, and the advice process runs efficiently from start to finish. You'll work closely with advisers, paraplanners and product providers, helping coordinate client work and keeping everything progressing as it should. Over time, you'll also begin handling more technical cases and queries as your knowledge develops. The Role This is a varied financial planning administration role where you'll take ownership of key parts of the client servicing process. Day-to-day you'll be: Preparing and submitting applications to providers Processing fund switches Managing Letters of Authority and gathering plan information. Maintaining accurate client records Preparing documents for client meetings Assisting advisers with the ongoing review process You'll also liaise regularly with providers, advisers, and clients to provide updates and ensure applications and requests are progressing smoothly. Alongside this, you'll help manage workflow within the team, keep task lists updated and contribute to regular team meetings to ensure work is progressing efficiently across the department. Occasionally, there may also be the opportunity to attend client meetings with advisers to support the administration side and gain further exposure to the advice process. Who This Would Suit This role would suit a Financial Administrator who already has 1-2 years' experience within a financial planning or wealth management environment and is comfortable working in a fast-paced administration role. You'll ideally have: A good understanding of the financial advice process Strong organisation skills Good attention to detail Strong communication skills Experience using back-office systems such as Intelligent Office would be helpful, although not essential. Just as importantly, our client is looking for someone positive, proactive, and keen to develop their career within financial services. What's On Offer Salary up to £38,000 Supportive and sociable team environment Clear career progression pathway Increased earning potential as your role develops Exposure to the full financial planning process Company benefits package This is a great opportunity for a Financial Administrator to join a well-run and supporting financial planning firm where administration is valued and where you'll have the chance to grow your knowledge and progress over time. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions
Pensions Administration Team Manager As a Pensions Administration Manager at Isio, you will lead a team of pensions administrators to deliver exceptional service to clients and scheme members. You will ensure accurate and timely processing of pension scheme tasks, compliance with regulatory requirements, and continuous improvement processes. This role is pivotal in maintaining Isio's reputation as a trusted partner in pensions administration and driving operational excellence, whilst supporting your team in their professional development journey with Isio. This role can be based in our Croydon, Reading, Birmingham, Bristol, Manchester, Leeds Glasgow or Edinburgh office with a hybrid workstyle. What does the role entail? Manage, mentor, coach and motivate a team of pensions administrators, fostering a culture of collaboration and high performance. You will conduct regular performance reviews, identifying training needs, and support professional development. Monitoring the performance of the team against agreed Service Level Agreements (SLAs) and taking steps to maintain high levels of service as required. Monitoring and managing team workloads to ensure distribution aligns with team capacity and client priorities. You will be the key contact for clients and trustees, building strong relationships, and for scheme members, acting as a point of contact to address any concerns. You may also be involved in managing the delivery of routine project work (such as annual pension increase exercises) as well as ad hoc projects (such as GMP reconciliations/equalisation) including liaison with Isio's wider specialist teams and/or our project support team, as well as external third parties, as necessary. Supporting the transition and implementation of new schemes into your team. Overseeing the accurate delivery of high-quality work by the team. Reviewing and presenting reports to Clients and Trustees and Reviewing calculations for members to ensure accuracy. What we're looking for Strong experience of working on DB and DC pension schemes (DB experience is essential for the role). The ideal candidate is expected to have experience working as a pensions administration manager (or extensive experience as a senior pensions administrator who deputises for the team manager). Excellent communication and interpersonal skills. Experience of using Microsoft Office, Word and Excel applications. Strong numerical skills. Excellent client-facing and problem solving abilities. Experience of carrying out and checking all aspects of pensions administration tasks, including complex manual pension calculations. Ability to manage competing priorities in a fast-paced environment Proven track record of motivating a team to deliver high quality output within SLAs. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Mar 25, 2026
Full time
Pensions Administration Team Manager As a Pensions Administration Manager at Isio, you will lead a team of pensions administrators to deliver exceptional service to clients and scheme members. You will ensure accurate and timely processing of pension scheme tasks, compliance with regulatory requirements, and continuous improvement processes. This role is pivotal in maintaining Isio's reputation as a trusted partner in pensions administration and driving operational excellence, whilst supporting your team in their professional development journey with Isio. This role can be based in our Croydon, Reading, Birmingham, Bristol, Manchester, Leeds Glasgow or Edinburgh office with a hybrid workstyle. What does the role entail? Manage, mentor, coach and motivate a team of pensions administrators, fostering a culture of collaboration and high performance. You will conduct regular performance reviews, identifying training needs, and support professional development. Monitoring the performance of the team against agreed Service Level Agreements (SLAs) and taking steps to maintain high levels of service as required. Monitoring and managing team workloads to ensure distribution aligns with team capacity and client priorities. You will be the key contact for clients and trustees, building strong relationships, and for scheme members, acting as a point of contact to address any concerns. You may also be involved in managing the delivery of routine project work (such as annual pension increase exercises) as well as ad hoc projects (such as GMP reconciliations/equalisation) including liaison with Isio's wider specialist teams and/or our project support team, as well as external third parties, as necessary. Supporting the transition and implementation of new schemes into your team. Overseeing the accurate delivery of high-quality work by the team. Reviewing and presenting reports to Clients and Trustees and Reviewing calculations for members to ensure accuracy. What we're looking for Strong experience of working on DB and DC pension schemes (DB experience is essential for the role). The ideal candidate is expected to have experience working as a pensions administration manager (or extensive experience as a senior pensions administrator who deputises for the team manager). Excellent communication and interpersonal skills. Experience of using Microsoft Office, Word and Excel applications. Strong numerical skills. Excellent client-facing and problem solving abilities. Experience of carrying out and checking all aspects of pensions administration tasks, including complex manual pension calculations. Ability to manage competing priorities in a fast-paced environment Proven track record of motivating a team to deliver high quality output within SLAs. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Mar 25, 2026
Full time
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Sales & Marketing Support Administrator - Birmingham Full Time Permanent Start: ASAP Salary: £27,000 + Benefits About the Company Our client is a local, rapidly expanding manufacturer with a long-standing presence in their industry. Following significant investment in both their operations and their people, they are entering an exciting period of growth-making this a perfect time to join. The business is known for its supportive culture, strong values and commitment to employee development. As they continue to evolve, they are offering genuine opportunities for career progression across administration, sales support and wider commercial roles. The Opportunity This is a fantastic position for someone who is highly organised, commercially aware and detail-driven , looking to take ownership of key administrative processes while building a long-term career. Working closely with the internal sales, marketing and office teams, you will become an essential part of the day-to-day operation, ensure the smooth flow of information and contributing to the business' ongoing growth plans. Key Responsibilities You will be the central point of coordination for administration and sales support, including: Managing the full lead generation pipeline-tracking, reporting and supporting the sales team monthly Updating and maintaining internal records, databases and scanned documentation Welcoming visitors and managing reception duties Handling incoming calls, emails, post, parcels and customer sample requests Coordinating meetings, diary schedules and arranging catering Supporting employee wellbeing initiatives and assisting with internal events Providing additional marketing and office support where required What We're Looking For We'd love to speak with candidates who are: Exceptionally organised with strong administrative experience Confident using IT systems including Microsoft Office Accurate, detail-focused and commercially minded Able to prioritise tasks effectively in a busy environment Professional, friendly and people-oriented Great communicators who enjoy teamwork Benefits & Hours Monday-Thursday: 9:00am - 5:00pm Friday: 9:00am - 4:00pm 23 days holiday + bank holidays 4% pension Supportive working culture and real progression opportunities
Mar 25, 2026
Full time
Sales & Marketing Support Administrator - Birmingham Full Time Permanent Start: ASAP Salary: £27,000 + Benefits About the Company Our client is a local, rapidly expanding manufacturer with a long-standing presence in their industry. Following significant investment in both their operations and their people, they are entering an exciting period of growth-making this a perfect time to join. The business is known for its supportive culture, strong values and commitment to employee development. As they continue to evolve, they are offering genuine opportunities for career progression across administration, sales support and wider commercial roles. The Opportunity This is a fantastic position for someone who is highly organised, commercially aware and detail-driven , looking to take ownership of key administrative processes while building a long-term career. Working closely with the internal sales, marketing and office teams, you will become an essential part of the day-to-day operation, ensure the smooth flow of information and contributing to the business' ongoing growth plans. Key Responsibilities You will be the central point of coordination for administration and sales support, including: Managing the full lead generation pipeline-tracking, reporting and supporting the sales team monthly Updating and maintaining internal records, databases and scanned documentation Welcoming visitors and managing reception duties Handling incoming calls, emails, post, parcels and customer sample requests Coordinating meetings, diary schedules and arranging catering Supporting employee wellbeing initiatives and assisting with internal events Providing additional marketing and office support where required What We're Looking For We'd love to speak with candidates who are: Exceptionally organised with strong administrative experience Confident using IT systems including Microsoft Office Accurate, detail-focused and commercially minded Able to prioritise tasks effectively in a busy environment Professional, friendly and people-oriented Great communicators who enjoy teamwork Benefits & Hours Monday-Thursday: 9:00am - 5:00pm Friday: 9:00am - 4:00pm 23 days holiday + bank holidays 4% pension Supportive working culture and real progression opportunities
South London and Maudsley NHS Foundation Trust Principal Practitioner Psychologist The closing date is 22 March 2026 The Community Autism Service (CAS) is a new team, developed with commissioners, staff and Experts by Experience, to meet a gap within service provision for autistic adults across Lambeth, Lewisham and Southwark. The CAS aims to support autistic individuals who cannot access other services such as mental health or learning disability services, but would benefit from specialist, autism-focused, time-limited and targeted assessment and therapeutic input. We are looking for an 8b Practitioner Psychologist to provide clinical leadership and specialist psychological input within CAS. This post is an exciting opportunity to use your skills and expertise as a neuro-affirmative professional, to help shape and deliver this new and innovative multi-disciplinary team. Main duties of the job The Practitioner Psychologist will provide highly specialist psychological input to autistic adults and their supporters, and will provide consultation to other team members. The Practitioner Psychologist will work closely with the operational lead across all aspects of team development and functioning, including recruitment, supervision and appraisal of individual team members and implementing and chairing meetings as required. The Practitioner Psychologist will also have a role in service evaluation, audit, research and policy development. About us Alongside the Practitioner Psychologist we are recruiting an Occupational Therapist team leader, Speech and Language Therapist and Peer Support Worker. The team will be supported by an administrator and Consultant Clinical Psychologist. This exciting new team will sit within a large, friendly and supportive Autism and ADHD pathway and will have contact with other services including during the weekly Education and Research meeting. Informal support will also be available via our sister service in a neighbouring Trust. Job responsibilities Job Purpose: Todevelop, co-ordinate and work closely with the team leader to ensure the systematic provision of the Community Autism Service and personally provide highly specialist clinical input. To contribute to enabling other staff, service users and carers from diverse backgrounds to flourish by working to create a psychologically safe environment. To provide clinical supervision and consultation as appropriate, functioning as a lead specialist working with autistic adults. To ensure that systems are in place and working effectively for the clinical and professional supervision and support of other psychological practitioners within the Community Autism Service. Topromotes service evaluation, audit, research and policy development. To work as an autonomous professional within registration body guidelines and codes of conduct, and guided by principles and policies or procedures of the service, taking responsibility for interpreting policies within defined parameters. To agree outcomes/results with clinical/professional lead and to decide how they are best achieved. To support the coordination of staff support within their area, working closely with Corporate Psychology and Psychotherapy to support colleagues and ensure all staff in SLaM have access to evidence based support. To participate, as a recipient, in staff support work when appropriate. Person Specification Qualifications Entry level qualification in Applied Psychology (Doctorate in Clinical Psychology or equivalent) that has been accepted by the HCPC for purposes of professional registration (A/I/R) Completed training course in clinical supervision and/or accredited to supervised qualified psychological practitioners in relevant discipline. (A/I/R) Registered with HCPC Experience Evidence of having worked as a clinical specialist under supervision with autistic adults Experience of specialist psychological assessment and treatment of autistic clients with a range of psychological needs of a complex nature Experience of supervising assistants and/or trainees having completed the relevant training. Post qualification experience that supports working with, and addressing issues of, diversity within local communities. Experience of carrying out post qualification research, audit or service evaluation projects. Knowledge Knowledge of legislation in relation to the client group and mental health issues, child and adult protection, and equalities. Knowledge of factors affecting acceptability and accessibility of health care. Skills Skills in providing teaching and training to other professional groups. Consultation skills to work with the multi professional team or other professional groups and sensitively managing a number of people's needs simultaneously within the context of therapeutic work/consultation. Advanced skills in working with a number of clients and systems together, managing the highly complex emotional relationships within and between the component parts of the systems in ways, which maximise the potential for therapeutic outcomes Abilities Ability to work effectively within a multi disciplinary team, contributing to effective team functioning and holding team roles Ability to identify and employ mechanisms of clinical governance as appropriate. Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions. South London and Maudsley NHS Foundation Trust £72,921 to £83,362 a year per annum inclusive of inner HCAs pro rata
Mar 25, 2026
Full time
South London and Maudsley NHS Foundation Trust Principal Practitioner Psychologist The closing date is 22 March 2026 The Community Autism Service (CAS) is a new team, developed with commissioners, staff and Experts by Experience, to meet a gap within service provision for autistic adults across Lambeth, Lewisham and Southwark. The CAS aims to support autistic individuals who cannot access other services such as mental health or learning disability services, but would benefit from specialist, autism-focused, time-limited and targeted assessment and therapeutic input. We are looking for an 8b Practitioner Psychologist to provide clinical leadership and specialist psychological input within CAS. This post is an exciting opportunity to use your skills and expertise as a neuro-affirmative professional, to help shape and deliver this new and innovative multi-disciplinary team. Main duties of the job The Practitioner Psychologist will provide highly specialist psychological input to autistic adults and their supporters, and will provide consultation to other team members. The Practitioner Psychologist will work closely with the operational lead across all aspects of team development and functioning, including recruitment, supervision and appraisal of individual team members and implementing and chairing meetings as required. The Practitioner Psychologist will also have a role in service evaluation, audit, research and policy development. About us Alongside the Practitioner Psychologist we are recruiting an Occupational Therapist team leader, Speech and Language Therapist and Peer Support Worker. The team will be supported by an administrator and Consultant Clinical Psychologist. This exciting new team will sit within a large, friendly and supportive Autism and ADHD pathway and will have contact with other services including during the weekly Education and Research meeting. Informal support will also be available via our sister service in a neighbouring Trust. Job responsibilities Job Purpose: Todevelop, co-ordinate and work closely with the team leader to ensure the systematic provision of the Community Autism Service and personally provide highly specialist clinical input. To contribute to enabling other staff, service users and carers from diverse backgrounds to flourish by working to create a psychologically safe environment. To provide clinical supervision and consultation as appropriate, functioning as a lead specialist working with autistic adults. To ensure that systems are in place and working effectively for the clinical and professional supervision and support of other psychological practitioners within the Community Autism Service. Topromotes service evaluation, audit, research and policy development. To work as an autonomous professional within registration body guidelines and codes of conduct, and guided by principles and policies or procedures of the service, taking responsibility for interpreting policies within defined parameters. To agree outcomes/results with clinical/professional lead and to decide how they are best achieved. To support the coordination of staff support within their area, working closely with Corporate Psychology and Psychotherapy to support colleagues and ensure all staff in SLaM have access to evidence based support. To participate, as a recipient, in staff support work when appropriate. Person Specification Qualifications Entry level qualification in Applied Psychology (Doctorate in Clinical Psychology or equivalent) that has been accepted by the HCPC for purposes of professional registration (A/I/R) Completed training course in clinical supervision and/or accredited to supervised qualified psychological practitioners in relevant discipline. (A/I/R) Registered with HCPC Experience Evidence of having worked as a clinical specialist under supervision with autistic adults Experience of specialist psychological assessment and treatment of autistic clients with a range of psychological needs of a complex nature Experience of supervising assistants and/or trainees having completed the relevant training. Post qualification experience that supports working with, and addressing issues of, diversity within local communities. Experience of carrying out post qualification research, audit or service evaluation projects. Knowledge Knowledge of legislation in relation to the client group and mental health issues, child and adult protection, and equalities. Knowledge of factors affecting acceptability and accessibility of health care. Skills Skills in providing teaching and training to other professional groups. Consultation skills to work with the multi professional team or other professional groups and sensitively managing a number of people's needs simultaneously within the context of therapeutic work/consultation. Advanced skills in working with a number of clients and systems together, managing the highly complex emotional relationships within and between the component parts of the systems in ways, which maximise the potential for therapeutic outcomes Abilities Ability to work effectively within a multi disciplinary team, contributing to effective team functioning and holding team roles Ability to identify and employ mechanisms of clinical governance as appropriate. Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions. South London and Maudsley NHS Foundation Trust £72,921 to £83,362 a year per annum inclusive of inner HCAs pro rata
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Mar 25, 2026
Full time
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Mar 25, 2026
Full time
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Sunderland, Tyne And Wear
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Mar 24, 2026
Full time
Self Employed Equity Release Advisor - Working from Home You MUST be CAS status in your current role in order to qualify for this opportunity. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Self Employed Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Self Employed Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Currently signed off with CAS status with your existing network/employer Self Employed Equity Release Advisor - Remuneration: On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week, working from home Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Stockton-on-tees, County Durham
Trainee Equity Release Advisor - Hybrid This is an office based role with possible hybrid working. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking either a CeMAP qualified professional who aspires to move into equity release, or an already qualified CeRER equity release advisers to join our equity release team. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Trainee Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Trainee Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development Trainee Equity Release Advisor - You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) or equivalent Trainee Equity Release Advisor - Remuneration: £25,000 - £27,000 Basic Salary commensurate with experience £35,000 - £45,000+ realistic On Target Earnings can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate - a hybrid working pattern is possible and dependent on the successful applicant's individual circumstances Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Mar 24, 2026
Full time
Trainee Equity Release Advisor - Hybrid This is an office based role with possible hybrid working. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking either a CeMAP qualified professional who aspires to move into equity release, or an already qualified CeRER equity release advisers to join our equity release team. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Trainee Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Trainee Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development Trainee Equity Release Advisor - You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) or equivalent Trainee Equity Release Advisor - Remuneration: £25,000 - £27,000 Basic Salary commensurate with experience £35,000 - £45,000+ realistic On Target Earnings can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate - a hybrid working pattern is possible and dependent on the successful applicant's individual circumstances Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Durham, County Durham
Equity Release Advisor - Hybrid This is an office based role with possible hybrid working. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking a CeRER qualified professional to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development Equity Release Advisor - You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Equity Release Advisor - Remuneration: £28,000 - £30,000 Basic Salary commensurate with experience £40,000 - £45,000+ realistic On Target Earnings can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate - a hybrid working pattern is possible and dependent on the successful applicant's individual circumstances Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Mar 24, 2026
Full time
Equity Release Advisor - Hybrid This is an office based role with possible hybrid working. Our clients are one of the UK's leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking a CeRER qualified professional to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual's objectives & circumstances Providing clients with comprehensive recommendations with KFI's and Suitability Reports Promoting the company as one of the UK's leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company's CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development Equity Release Advisor - You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Equity Release Advisor - Remuneration: £28,000 - £30,000 Basic Salary commensurate with experience £40,000 - £45,000+ realistic On Target Earnings can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate - a hybrid working pattern is possible and dependent on the successful applicant's individual circumstances Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Technical Infrastructure Architect (DV Security Clearance) Position Description At CGI, we empower our architects to shape the future of secure digital transformation. As a Technical Architect, you'll design and deliver a next-generation on-premise identity solution that underpins the resilience and security of our clients' most critical systems. You'll help define and implement a scalable, future-ready access management platform that ensures seamless connectivity and trust across complex environments. This is your opportunity to take ownership of a greenfield solution that drives real-world impact, harnessing creativity and technical excellence to help CGI's clients stay ahead in an evolving digital landscape. CGI was recognised in the Sunday Times Best Places to Work List 2025 and has been named a UK 'Best Employer' by the Financial Times. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. Due to the secure nature of the programme, you will need to hold UK Security Clearance or be eligible to go through this clearance. Your future duties and responsibilities You will play a pivotal role in shaping architecture standards, mentoring engineers, and ensuring delivery quality through collaboration and governance. You'll also have the opportunity to innovate, influence design decisions, and help define best practice for CGI's wider identity landscape. Key responsibilities: Lead & Innovate: Drive the design and architecture of a new on-premise identity solution using Windows Server 2022, Active Directory, and ADFS. Develop & Deliver: Define technical standards, principles, and direction for a secure IAM environment. Mentor & Support: Guide engineering teams through build and deployment phases, ensuring alignment with design intent. Integrate & Secure: Design and configure federation services, SSO, and RBAC models aligned to business needs. Collaborate & Govern: Partner with security, networking, and application teams to ensure smooth integration and operational readiness. Document & Communicate: Produce comprehensive architecture documentation and provide ongoing governance for solution stability and compliance. Required qualifications to be successful in this role You should have strong experience architecting and delivering Microsoft-based identity solutions in secure or regulated environments, with proven expertise in Active Directory, ADFS, and federation technologies. You'll bring both strategic thinking and hands-on technical depth, with excellent communication skills and a collaborative approach to problem-solving. Essential skills and experience: Extensive experience as a Solution or Technical Architect specialising in Microsoft identity solutions. Proven track record delivering greenfield IAM environments. Deep expertise in Windows Server 2022, AD, and ADFS configuration. Strong knowledge of SAML, OAuth 2.0, and OpenID Connect federation models. Experience designing and implementing SSO and RBAC frameworks. Solid understanding of networking fundamentals (DNS, routing, firewalls, load balancing). Proven leadership and mentoring experience with engineering teams. Strong documentation, communication, and stakeholder engagement skills. Desirable: Microsoft Certified: Identity and Access Administrator Associate or Solutions Architect Expert. Experience with hybrid identity integration and PowerShell automation. Prior experience in Defence or secure government environments. Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
Mar 24, 2026
Full time
Technical Infrastructure Architect (DV Security Clearance) Position Description At CGI, we empower our architects to shape the future of secure digital transformation. As a Technical Architect, you'll design and deliver a next-generation on-premise identity solution that underpins the resilience and security of our clients' most critical systems. You'll help define and implement a scalable, future-ready access management platform that ensures seamless connectivity and trust across complex environments. This is your opportunity to take ownership of a greenfield solution that drives real-world impact, harnessing creativity and technical excellence to help CGI's clients stay ahead in an evolving digital landscape. CGI was recognised in the Sunday Times Best Places to Work List 2025 and has been named a UK 'Best Employer' by the Financial Times. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. Due to the secure nature of the programme, you will need to hold UK Security Clearance or be eligible to go through this clearance. Your future duties and responsibilities You will play a pivotal role in shaping architecture standards, mentoring engineers, and ensuring delivery quality through collaboration and governance. You'll also have the opportunity to innovate, influence design decisions, and help define best practice for CGI's wider identity landscape. Key responsibilities: Lead & Innovate: Drive the design and architecture of a new on-premise identity solution using Windows Server 2022, Active Directory, and ADFS. Develop & Deliver: Define technical standards, principles, and direction for a secure IAM environment. Mentor & Support: Guide engineering teams through build and deployment phases, ensuring alignment with design intent. Integrate & Secure: Design and configure federation services, SSO, and RBAC models aligned to business needs. Collaborate & Govern: Partner with security, networking, and application teams to ensure smooth integration and operational readiness. Document & Communicate: Produce comprehensive architecture documentation and provide ongoing governance for solution stability and compliance. Required qualifications to be successful in this role You should have strong experience architecting and delivering Microsoft-based identity solutions in secure or regulated environments, with proven expertise in Active Directory, ADFS, and federation technologies. You'll bring both strategic thinking and hands-on technical depth, with excellent communication skills and a collaborative approach to problem-solving. Essential skills and experience: Extensive experience as a Solution or Technical Architect specialising in Microsoft identity solutions. Proven track record delivering greenfield IAM environments. Deep expertise in Windows Server 2022, AD, and ADFS configuration. Strong knowledge of SAML, OAuth 2.0, and OpenID Connect federation models. Experience designing and implementing SSO and RBAC frameworks. Solid understanding of networking fundamentals (DNS, routing, firewalls, load balancing). Proven leadership and mentoring experience with engineering teams. Strong documentation, communication, and stakeholder engagement skills. Desirable: Microsoft Certified: Identity and Access Administrator Associate or Solutions Architect Expert. Experience with hybrid identity integration and PowerShell automation. Prior experience in Defence or secure government environments. Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
ServiceNow Consultant Position Description At CGI, we help organisations realise meaningful value from digital platforms by aligning strategy, operating models, and technology to real business outcomes. As a ServiceNow Senior Consultant (Advisory), you'll play a key role in shaping how enterprises adopt and optimise ServiceNow, guiding clients through complex decisions with clarity and confidence. You'll work in an environment where ownership is encouraged, creative thinking is valued, and collaboration is central-supported by trusted colleagues and proven methods to help you deliver impact at scale and make a lasting difference for our clients. CGI was recognised in the Sunday Times Best Places to Work List 2025 and has been named a UK 'Best Employer' by the Financial Times. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. Due to the secure nature of the programme, you will need to hold UK Security Clearance or be eligible to go through this clearance. This is a hybrid position. Your future duties and responsibilities In this role, you will act as a strategic advisor to clients adopting or optimising the ServiceNow platform, helping them define clear platform strategies, roadmaps, and operating models aligned to enterprise objectives. You will lead discovery and design activities, translate business priorities into functional direction, and guide organisations through enterprise service management and digital workflow transformation. You will take ownership of advisory workstreams, providing assurance across delivery and supporting effective governance. Working closely with senior stakeholders and CGI delivery teams, you'll balance structure with flexibility, bringing insight, challenge, and support to ensure solutions deliver measurable business outcomes. Key responsibilities include: Advise & shape ServiceNow strategy, roadmaps, and value realisation approaches Define & design target operating models, governance, and adoption strategies Lead & facilitate discovery and design workshops Translate & align business needs into functional ServiceNow requirements Provide oversight & assurance for implementations, managing risks and dependencies Build & sustain trusted senior stakeholder relationships Support governance forums and executive-level reporting Collaborate & share knowledge to strengthen CGI's ServiceNow advisory capability Required qualifications to be successful in this role You will bring strong experience in ServiceNow advisory or consulting roles, with the confidence to engage senior stakeholders and guide strategic conversations. You combine platform knowledge with business insight, enabling you to connect ServiceNow capabilities to real organisational outcomes. You should have: Proven experience in ServiceNow advisory, consulting, or functional leadership roles Broad understanding of the ServiceNow platform and enterprise service management concepts Strong stakeholder management and workshop facilitation skills Experience providing delivery oversight, assurance, and risk management Ability to translate business objectives into practical platform direction ServiceNow Certified System Administrator (preferred) ServiceNow Certified Implementation Specialist and/or ITIL 4 (desirable) Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
Mar 24, 2026
Full time
ServiceNow Consultant Position Description At CGI, we help organisations realise meaningful value from digital platforms by aligning strategy, operating models, and technology to real business outcomes. As a ServiceNow Senior Consultant (Advisory), you'll play a key role in shaping how enterprises adopt and optimise ServiceNow, guiding clients through complex decisions with clarity and confidence. You'll work in an environment where ownership is encouraged, creative thinking is valued, and collaboration is central-supported by trusted colleagues and proven methods to help you deliver impact at scale and make a lasting difference for our clients. CGI was recognised in the Sunday Times Best Places to Work List 2025 and has been named a UK 'Best Employer' by the Financial Times. We offer a competitive salary, excellent pension, private healthcare, plus a share scheme (3.5% + 3.5% matching) which makes you a CGI Partner not just an employee. We are committed to inclusivity, building a genuinely diverse community of tech talent and inspiring everyone to pursue careers in our sector, including our Armed Forces, and are proud to hold a Gold Award in recognition of our support of the Armed Forces Corporate Covenant. Join us and you'll be part of an open, friendly community of experts. We'll train and support you in taking your career wherever you want it to go. Due to the secure nature of the programme, you will need to hold UK Security Clearance or be eligible to go through this clearance. This is a hybrid position. Your future duties and responsibilities In this role, you will act as a strategic advisor to clients adopting or optimising the ServiceNow platform, helping them define clear platform strategies, roadmaps, and operating models aligned to enterprise objectives. You will lead discovery and design activities, translate business priorities into functional direction, and guide organisations through enterprise service management and digital workflow transformation. You will take ownership of advisory workstreams, providing assurance across delivery and supporting effective governance. Working closely with senior stakeholders and CGI delivery teams, you'll balance structure with flexibility, bringing insight, challenge, and support to ensure solutions deliver measurable business outcomes. Key responsibilities include: Advise & shape ServiceNow strategy, roadmaps, and value realisation approaches Define & design target operating models, governance, and adoption strategies Lead & facilitate discovery and design workshops Translate & align business needs into functional ServiceNow requirements Provide oversight & assurance for implementations, managing risks and dependencies Build & sustain trusted senior stakeholder relationships Support governance forums and executive-level reporting Collaborate & share knowledge to strengthen CGI's ServiceNow advisory capability Required qualifications to be successful in this role You will bring strong experience in ServiceNow advisory or consulting roles, with the confidence to engage senior stakeholders and guide strategic conversations. You combine platform knowledge with business insight, enabling you to connect ServiceNow capabilities to real organisational outcomes. You should have: Proven experience in ServiceNow advisory, consulting, or functional leadership roles Broad understanding of the ServiceNow platform and enterprise service management concepts Strong stakeholder management and workshop facilitation skills Experience providing delivery oversight, assurance, and risk management Ability to translate business objectives into practical platform direction ServiceNow Certified System Administrator (preferred) ServiceNow Certified Implementation Specialist and/or ITIL 4 (desirable) Together, as owners, let's turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. Come join our team-one of the largest IT and business consulting services firms in the world.
Pensions Administration Systems - Scheme Transitions & Data Specialist The Scheme Transitions & Data Specialist plays a central role in onboarding new pension schemes, transitioning schemes leaving the platform, and supporting buy-ins and buyouts. The role combines technical data skills, pensions knowledge, and hands on configuration of administration systems. You will work closely with transition managers, administrators, actuaries, and clients to understand benefit structures, interpret data, code transformations, and ensure a smooth and accurate transition of member data and services. This role is ideal for someone who enjoys working with data, solving problems, and translating complex pension requirements into robust system configurations. The ideal candidate will be based in our Belfast, Birmingham, Bristol, Croydon, Manchester or Reading city centre office with a hybrid workstyle. Edinburgh, Glasgow and Leeds offices may be considered for the right candidate. What does the role entail? Scheme Transitions & Data Migration Lead or support the migration of member data for new scheme implementations, scheme exits, buy-ins, and buyouts. Analyse, cleanse, and transform incoming data using SQL/SSMS and other internal tools into our pensions admin systems. Interpret benefit specifications and translate them into system configuration requirements. Produce and validate data extracts for schemes transitioning away from the platform. System Configuration & Scheme Setup Set up integrated services as required including: Reporting and MI Standard and bespoke member letters Member website configuration Payroll setup and validation Workflow and case management alignment Quality Assurance & Testing Identify data anomalies, inconsistencies, and gaps, and work with stakeholders to resolve them. Validate outputs against benefit specifications, payroll gross to net reports, actuarial data, member prints, and client expectations. Ensure all work is documented, tested, and peer reviewed. Collaboration & Communication Work closely with transition leads, administrators, actuaries, third party providers, and clients to clarify requirements, resolve data queries, and provide updates. Communicate technical issues clearly to non-technical audiences.-technical audiences. Support knowledge transfer to administration teams post transition. Contribute to continuous improvement of transition processes, templates, and tools. What we're looking for Essential Strong SQL/SSMS skills, including scripting, data manipulation, and troubleshooting. Solid understanding of DB pension schemes (Trust based), including benefits, data items, and calculation concepts. Experience working with pensions administration systems and/or payroll systems. Ability to interpret benefit specifications and translate them into system rules. Experience with data mapping, migration, or transformation. Strong analytical and problem-solving skills. Ability to work independently, manage workload, and maintain structured documentation. Clear communication skills across technical and non-technical audiences. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Mar 24, 2026
Full time
Pensions Administration Systems - Scheme Transitions & Data Specialist The Scheme Transitions & Data Specialist plays a central role in onboarding new pension schemes, transitioning schemes leaving the platform, and supporting buy-ins and buyouts. The role combines technical data skills, pensions knowledge, and hands on configuration of administration systems. You will work closely with transition managers, administrators, actuaries, and clients to understand benefit structures, interpret data, code transformations, and ensure a smooth and accurate transition of member data and services. This role is ideal for someone who enjoys working with data, solving problems, and translating complex pension requirements into robust system configurations. The ideal candidate will be based in our Belfast, Birmingham, Bristol, Croydon, Manchester or Reading city centre office with a hybrid workstyle. Edinburgh, Glasgow and Leeds offices may be considered for the right candidate. What does the role entail? Scheme Transitions & Data Migration Lead or support the migration of member data for new scheme implementations, scheme exits, buy-ins, and buyouts. Analyse, cleanse, and transform incoming data using SQL/SSMS and other internal tools into our pensions admin systems. Interpret benefit specifications and translate them into system configuration requirements. Produce and validate data extracts for schemes transitioning away from the platform. System Configuration & Scheme Setup Set up integrated services as required including: Reporting and MI Standard and bespoke member letters Member website configuration Payroll setup and validation Workflow and case management alignment Quality Assurance & Testing Identify data anomalies, inconsistencies, and gaps, and work with stakeholders to resolve them. Validate outputs against benefit specifications, payroll gross to net reports, actuarial data, member prints, and client expectations. Ensure all work is documented, tested, and peer reviewed. Collaboration & Communication Work closely with transition leads, administrators, actuaries, third party providers, and clients to clarify requirements, resolve data queries, and provide updates. Communicate technical issues clearly to non-technical audiences.-technical audiences. Support knowledge transfer to administration teams post transition. Contribute to continuous improvement of transition processes, templates, and tools. What we're looking for Essential Strong SQL/SSMS skills, including scripting, data manipulation, and troubleshooting. Solid understanding of DB pension schemes (Trust based), including benefits, data items, and calculation concepts. Experience working with pensions administration systems and/or payroll systems. Ability to interpret benefit specifications and translate them into system rules. Experience with data mapping, migration, or transformation. Strong analytical and problem-solving skills. Ability to work independently, manage workload, and maintain structured documentation. Clear communication skills across technical and non-technical audiences. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is a well-established IFA practice based in the heart of Norwich city, offering bespoke advice to both corporate and private clients. My client is seeking an experienced Client Service Support (Financial Services Administrator) with ideally a minimum of two years' experience in a similar role to join their established support team. This is a key role within the Client Services department, where you will take the lead in supporting designated Financial Planners in their capacity to provide holistic financial planning advice, whilst meeting their administrative needs. The Role Under the direction of the Head of Client Services the role's purpose is to provide first class administration and support, ensuring the completion of work is wholly accurate, and timely whilst ensuring the service our clients receive is exemplary. You will maintain client records, ensuring they are accurate and up to date using iO systems. You will build excellent working relationships with clients, prospects, introducers and platform providers whilst often being the first port of call for clients, particularly when the Financial Planner is not available. You will assist Financial Planners with the administration of clients including handling enquiries, logging queries, and providing effective follow-ups to both Wealth Managers / Financial Planners and their clients (as appropriate). Personal attributes You will be self-motivated, accountable and committed individual with excellent team player skills. You will possess strong communication skills, both written and verbal. At least two years' experience of working in a client services support role in a financial services environment. You will have a good understanding of a Client Services environment including dealing with administrative complex cases. You will have excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships. You will be a good team player, fostering strong working relationships across teams and other departments, with the ability to work on own without constant supervision. Strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach. You will be highly numerate with excellent problem-solving skills and consistently solutions focussed. You will provide high quality of both written and spoken English. You will have excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint. You will have a good working knowledge and experience of using Intelliflo Office system (Advantageous). Hours of work: 37.5 hrs working week, Monday - Friday 08:30 -17:00 (1 hour Lunch) My client can provide some flexibility in start and finish times and occasional working from home once an induction and training has been completed. Benefits Annual leave - Minimum of 23 days plus Bank holidays, increasing in annual increments to 28 days plus bank holidays Discretionary - additional company Christmas leave Cycle to Work Scheme Group Life Cover Learning and Development opportunities, including study day allowances Smart Health (24/7 online GP as well as a range of other health and wellbeing experts) Workplace Contributory Pension Scheme Free eyesight tests Private Medical Insurance (contributory basis) Health Cash Plan (non-contributory) Sick Pay Flu Jabs - Paid for (where unable to obtain free NHS ones) Volunteering/Charity Workday allowance Professional subscriptions paid Flexible working opportunities Eligibility to participate in the discretionary annual bonus opportunities
Mar 24, 2026
Full time
My client is a well-established IFA practice based in the heart of Norwich city, offering bespoke advice to both corporate and private clients. My client is seeking an experienced Client Service Support (Financial Services Administrator) with ideally a minimum of two years' experience in a similar role to join their established support team. This is a key role within the Client Services department, where you will take the lead in supporting designated Financial Planners in their capacity to provide holistic financial planning advice, whilst meeting their administrative needs. The Role Under the direction of the Head of Client Services the role's purpose is to provide first class administration and support, ensuring the completion of work is wholly accurate, and timely whilst ensuring the service our clients receive is exemplary. You will maintain client records, ensuring they are accurate and up to date using iO systems. You will build excellent working relationships with clients, prospects, introducers and platform providers whilst often being the first port of call for clients, particularly when the Financial Planner is not available. You will assist Financial Planners with the administration of clients including handling enquiries, logging queries, and providing effective follow-ups to both Wealth Managers / Financial Planners and their clients (as appropriate). Personal attributes You will be self-motivated, accountable and committed individual with excellent team player skills. You will possess strong communication skills, both written and verbal. At least two years' experience of working in a client services support role in a financial services environment. You will have a good understanding of a Client Services environment including dealing with administrative complex cases. You will have excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships. You will be a good team player, fostering strong working relationships across teams and other departments, with the ability to work on own without constant supervision. Strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach. You will be highly numerate with excellent problem-solving skills and consistently solutions focussed. You will provide high quality of both written and spoken English. You will have excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint. You will have a good working knowledge and experience of using Intelliflo Office system (Advantageous). Hours of work: 37.5 hrs working week, Monday - Friday 08:30 -17:00 (1 hour Lunch) My client can provide some flexibility in start and finish times and occasional working from home once an induction and training has been completed. Benefits Annual leave - Minimum of 23 days plus Bank holidays, increasing in annual increments to 28 days plus bank holidays Discretionary - additional company Christmas leave Cycle to Work Scheme Group Life Cover Learning and Development opportunities, including study day allowances Smart Health (24/7 online GP as well as a range of other health and wellbeing experts) Workplace Contributory Pension Scheme Free eyesight tests Private Medical Insurance (contributory basis) Health Cash Plan (non-contributory) Sick Pay Flu Jabs - Paid for (where unable to obtain free NHS ones) Volunteering/Charity Workday allowance Professional subscriptions paid Flexible working opportunities Eligibility to participate in the discretionary annual bonus opportunities
IFA Administrator Grantham Salary up to £28,000 Looking to build a long-term career in Financial Planning? This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured development, funded qualifications, and a clear pathway into Paraplanning. NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator to support a team of Financial Planners and Paraplanners while developing technical expertise and progressing professionally. You'll be joining a friendly, family-feel business with an excellent reputation for delivering bespoke advice to High-Net-Worth clients - and a genuine commitment to investing in your future. What you'll be doing: o Supporting Financial Planners and Paraplanners with day-to-day administration o Processing new business across pensions, investments and protection products o Preparing client meeting and review documentation o Liaising with clients and product providers o Maintaining accurate records on back-office systems o Gaining hands-on experience across the full financial planning process What we're looking for: o Industry-related experience within Financial Planning / IFA is essential o Alternatively, strong transferable experience within financial services o Excellent communication and organisational skills o A genuine interest in progressing into Paraplanning o Motivated, detail-focused and professional What's in it for you: Fully funded professional exams Clear progression into a Paraplanner role Supportive and collaborative team culture Exposure to high-quality HNW client work Long-term career development in a growing firm Interested Contact NJR Recruitment quoting REF: NJR16406 for more information.
Mar 24, 2026
Full time
IFA Administrator Grantham Salary up to £28,000 Looking to build a long-term career in Financial Planning? This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured development, funded qualifications, and a clear pathway into Paraplanning. NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator to support a team of Financial Planners and Paraplanners while developing technical expertise and progressing professionally. You'll be joining a friendly, family-feel business with an excellent reputation for delivering bespoke advice to High-Net-Worth clients - and a genuine commitment to investing in your future. What you'll be doing: o Supporting Financial Planners and Paraplanners with day-to-day administration o Processing new business across pensions, investments and protection products o Preparing client meeting and review documentation o Liaising with clients and product providers o Maintaining accurate records on back-office systems o Gaining hands-on experience across the full financial planning process What we're looking for: o Industry-related experience within Financial Planning / IFA is essential o Alternatively, strong transferable experience within financial services o Excellent communication and organisational skills o A genuine interest in progressing into Paraplanning o Motivated, detail-focused and professional What's in it for you: Fully funded professional exams Clear progression into a Paraplanner role Supportive and collaborative team culture Exposure to high-quality HNW client work Long-term career development in a growing firm Interested Contact NJR Recruitment quoting REF: NJR16406 for more information.
Location: Nottinghamshire - Onsite Are you a detail-driven Quality Engineer who loves improving processes, strengthening systems and making a genuine impact on product excellence? If you thrive in a fast-paced technical environment and want a desk-based role where your engineering mind really gets to shine, this could be your next move. We're supporting a leading precision engineering business that supplies into highly regulated sectors and they're looking to add a passionate Quality Engineer to their growing team. This is your chance to join a company that values continuous improvement, invests in it's people and champions a culture of accountability, clarity and excellence. What you'll be doing In this varied role, you'll be a key guardian of the company's Quality Management System - ensuring compliance, enhancing processes, and supporting a strong right-first-time culture. Your day-to-day will include: Quality Management System Maintaining and improving the QMS to AS9100, ISO 13485, ISO 9001 and FDA standards Reviewing and developing quality procedures, work instructions, and documentation Supporting internal, customer and regulatory audits Ensuring adherence to customer-specific and regulatory requirements Product & Process Quality Assurance Providing engineering support for manufacturing and inspection teams Leading First Article Inspections (AS9102) Creating and reviewing control plans, inspection plans and acceptance criteria Applying SPC, Cp/Cpk and trend analysis to drive quality performance Risk Management & Validation Supporting IQ/OQ/PQ validation activity Assuring validated state of manufacturing processes, equipment and software Participating in design reviews to ensure compliance from concept to release Nonconformance & CAPA Leading investigations using 8D, Fishbone and 5 Why methods Implementing, verifying and closing CAPAs Supporting management of deviations, nonconformances and customer complaints Supplier Quality & CI Supporting supplier qualification and audits Managing incoming quality concerns Driving Lean, Six Sigma and operational excellence initiatives What you'll bring Essential: Previous experience in a Quality Engineering role Strong understanding of inspection & test equipment Excellent communication and documentation skills Analytical mindset and a proactive, positive attitude Desirable: Degree in Engineering, Quality or related field Six Sigma Green/Black Belt Auditor certification Experience in aerospace or medical devices Knowledge of AS9100, ISO 13485 & ISO 9001 Experience with ERP (EFACS), SPC tools (MeasurLink), and project management Why apply? You'll join a supportive, forward-thinking engineering organisation where quality is truly valued - and where your ideas, expertise, and continuous-improvement mindset will make a visible impact.Other roles you might have applied for: Quality Assurance Engineer , Quality Manager , Quality Assurance Administrator , Q&A Engineer
Mar 24, 2026
Full time
Location: Nottinghamshire - Onsite Are you a detail-driven Quality Engineer who loves improving processes, strengthening systems and making a genuine impact on product excellence? If you thrive in a fast-paced technical environment and want a desk-based role where your engineering mind really gets to shine, this could be your next move. We're supporting a leading precision engineering business that supplies into highly regulated sectors and they're looking to add a passionate Quality Engineer to their growing team. This is your chance to join a company that values continuous improvement, invests in it's people and champions a culture of accountability, clarity and excellence. What you'll be doing In this varied role, you'll be a key guardian of the company's Quality Management System - ensuring compliance, enhancing processes, and supporting a strong right-first-time culture. Your day-to-day will include: Quality Management System Maintaining and improving the QMS to AS9100, ISO 13485, ISO 9001 and FDA standards Reviewing and developing quality procedures, work instructions, and documentation Supporting internal, customer and regulatory audits Ensuring adherence to customer-specific and regulatory requirements Product & Process Quality Assurance Providing engineering support for manufacturing and inspection teams Leading First Article Inspections (AS9102) Creating and reviewing control plans, inspection plans and acceptance criteria Applying SPC, Cp/Cpk and trend analysis to drive quality performance Risk Management & Validation Supporting IQ/OQ/PQ validation activity Assuring validated state of manufacturing processes, equipment and software Participating in design reviews to ensure compliance from concept to release Nonconformance & CAPA Leading investigations using 8D, Fishbone and 5 Why methods Implementing, verifying and closing CAPAs Supporting management of deviations, nonconformances and customer complaints Supplier Quality & CI Supporting supplier qualification and audits Managing incoming quality concerns Driving Lean, Six Sigma and operational excellence initiatives What you'll bring Essential: Previous experience in a Quality Engineering role Strong understanding of inspection & test equipment Excellent communication and documentation skills Analytical mindset and a proactive, positive attitude Desirable: Degree in Engineering, Quality or related field Six Sigma Green/Black Belt Auditor certification Experience in aerospace or medical devices Knowledge of AS9100, ISO 13485 & ISO 9001 Experience with ERP (EFACS), SPC tools (MeasurLink), and project management Why apply? You'll join a supportive, forward-thinking engineering organisation where quality is truly valued - and where your ideas, expertise, and continuous-improvement mindset will make a visible impact.Other roles you might have applied for: Quality Assurance Engineer , Quality Manager , Quality Assurance Administrator , Q&A Engineer
