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Job Title: Senior IFA Administrator \n Industry: Financial Planning / Financial Services \n Locations: Leeds \n Salary: Up to £35,000 (dependent on experience) \n Job ref: 10403 \n Job Description: \n Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Independent Financial Advice firm operating in Leeds. \n The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing. \n This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection. \n Key Responsibilities: \n\n • Prepare valuation and performance reports for client review meetings\n, • Processing New Business\n, • Compile review checklists and supporting documentation for adviser appointments\n, • Obtaining provider information (LOA) and collating these together with relevant\n, • client specific illustrations Maintain accurate client records by updating back-office systems\n, • Liaise with clients and assist with queries\n, • General office administration including filing, scanning, post handling, and answering calls\n\n What’s in it for you? \n\n • Salary up to £35,000 depending on experience\n, • Auto enrolment pension\n, • 25 days annual leave plus bank holidays\n, • Group Life cover\n, • Income protection\n, • Financial wellbeing support\n, • Hybrid working post probation\n\n Skills and Experience Required: \n\n • Minimum of 4 years’ experience (or equivalent) as an Administrator within an Independent Financial Advice practice\n, • Proven experience within Financial Services and working with complex clients\n, • Strong organisational skills with the ability to plan and prioritise effectively\n

MERJE are thrilled to be partnering with one of the UK’s largest asset management firms as they \n look to expand their Advisory capability with the addition of a Compliance Manager to report to \n and support the Head of Compliance & MLRO. Located in central Leeds, the firm offer a hybrid \n working policy alongside an excellent benefits package and very competitive base salary. \n \n Purpose of the role: \n The Compliance Manager (Advisory) provides appropriate challenge to the business and senior \n leadership in respect of regulatory risks, and compliance with designated regulation and/or \n legislation, as well as overseeing that associated policies, procedures and controls are in place \n and operated. The role holder provides expert advice on regulations and regulatory change, in \n support of our business operations and strategic initiatives. \n \n The manager more generally supports the Head of Compliance and MLRO, in ensuring that \n effective compliance oversight is planned, performed and reported, and for providing \n associated ongoing guidance and support to the business. \n \n Responsibilities \n\n • Provide practical compliance advisory support to the business across FCA regulatory requirements, including COBS, SYSC, COLL, FUND, AIFMD and CASS.\n, • Act as a trusted adviser to the first line, delivering timely and commercially focused regulatory guidance on business activities and change initiatives.\n, • Support regulatory input into new products, fund launches, strategic initiatives and business change programmes, ensuring regulatory risks are identified and managed throughout the project lifecycle.\n, • Monitor and interpret UK regulatory developments, assessing business impact and communicating regulatory changes to key stakeholders.\n, • Advise on regulatory requirements relating to investment management activities, governance and operational processes.\n, • Prepare high-quality compliance reports and papers for senior management, governance forums and Board committees.\n, • Design and deliver compliance training to promote regulatory awareness and strengthen the firm's compliance culture.\n, • Build and maintain positive relationships with regulators, auditors, depositaries and key internal stakeholders.\n\n \n Candidate requirements \n\n • Experience providing expert advice on regulatory compliance and conduct matters, within an investment management company, or equivalent.\n, • Experience of a management role, maintaining/overseeing effective compliance and conduct-related control frameworks at a regulated investment manager/asset owner, or equivalent experience.\n, • Good awareness of regulatory, conduct, financial crime, and market abuse issues, and how they can impact financial services companies.\n\n

This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. \n \n If you’re a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You’ll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. \n \n You’ll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. \n What you’ll be doing \n\n • Providing quality mortgage and protection advice to your clients\n, • Making full use of the network’s marketing, admin and compliance support\n, • Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels\n, • Building your own brand or trading style, should you wish, alongside dedicated marketing expertise\n, • Managing your own caseload and diary with full flexibility\n\n What makes this opportunity stand out \n\n • Regular commitment of 2 leads per week, with plans to increase\n, • New estate agency partnerships already signed, with more growth expected\n, • Dedicated marketing resource to personalise materials, including adviser-branded brochures\n, • Option to use your own trading style\n, • Affordable admin support, with scalable options\n, • Quick compliance turnaround on social media approvals\n, • Network investing in AI tools to improve adviser efficiency\n\n Progression and growth \n With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business.Mortgage Adviser Requirements \n\n • Essential: CeMAP (or equivalent) qualified\n, • Essential: Experience providing regulated mortgage advice\n, • Essential: Ability to generate some of your own opportunities or a clear business plan\n, • Desirable: Comfort using CRM or back-office mortgage systems\n\n The Company \n This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers.Mortgage Adviser Benefits \n\n • Self-employed structure with OTE £80,000+ (uncapped)\n, • Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads\n, • Low monthly fee of £150\n, • Admin support available at cost effective rates\n, • Option to maintain or establish your own trading style\n, • Marketing assistance including bespoke materials\n, • Quick commission payments\n, • Home-based working\n\n Location \n Nationwide opportunities across the UK. \n Ready to take the next step? Click Apply \n Liability and Disclaimer \n Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Ready to Build Your Future with a Client Bank You Can Grow? \n Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion \n Are you a driven Financial Adviser who thrives on relationship-building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades. \n As part of our exciting 5-year growth strategy, we’re offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM—and the support and structure to grow it even further. \n Starting salary: £40,000 - £50,000 + Bonus (earn bonus on everything written no validation) \n Why This Role is a Game-Changer: \n\n • Start with Substance – You’ll inherit an active client bank, providing an immediate platform to engage and build long-term relationships.\n, • Growth Without the Grind – Benefit from high-converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development.\n, • Support that Frees You to Advise – Work from home, visit the office just once a month, and enjoy hands-on support from a qualified Paraplanner—so you can focus on your clients, not admin.\n, • Career Progression – Whether you’re on the road to Chartered or already there, your development is our priority. Expect real investment in your future.\n\n \n What You’ll Be Doing \n\n • Grow and nurture your assigned client bank through exceptional service and advice.\n, • Convert warm leads from introducers, professional partners, and digital channels.\n, • Build new connections by networking with solicitors, accountants, and other professionals.\n, • Deliver tailored advice across pensions, investments, protection, and estate planning.\n, • Manage and expand client portfolios, working closely with our paraplanning and admin teams.\n\n \n What We’re Looking For \n\n • Diploma-qualified (minimum Level 4) Financial Adviser with proven client-facing experience.\n, • A natural relationship builder who enjoys growing a book and developing new business.\n, • Working towards Chartered status (or already qualified).\n, • Someone who thrives in a flexible, supportive environment.\n

Paraplanner – Wealth Management \n Hybrid Working£35,000 – £45,000 (DOE) \n The Company \n A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team. \n The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service. \n The Role \n This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice. \n The role is predominantly office-based, offering strong team interaction and development opportunities. \n Key Responsibilities \n\n • Prepare detailed and compliant suitability reports\n, • Conduct technical research to support financial planning recommendations\n, • Analyse client fact finds and identify suitable solutions\n, • Support investment and pension planning strategies\n, • Undertake client portfolio reviews\n, • Carry out cashflow modelling\n, • Liaise with product providers and internal teams\n, • Respond to client and adviser queries effectively\n, • Ensure all work meets FCA and regulatory requirements\n\n Requirements \n\n • Previous experience as a Paraplanner within financial planning/wealth management\n, • Strong knowledge of pensions, investments, and financial products\n, • Experience producing suitability reports\n, • Good understanding of FCA regulations and compliance\n, • Working towards or holding Diploma in Financial Planning (preferred)\n, • Strong analytical and organisational skills\n\n Benefits \n\n • Competitive salary package\n, • Hybrid working\n, • Supportive team environment\n, • Ongoing professional development and study support\n, • Opportunity to work on complex and varied cases\n

Financial Adviser & Wealth Lead \n Location: Leeds (Hybrid Working Available)Job Type: Permanent, Full-TimeSalary: Competitive basic + performance-related bonus & long-term incentives \n About the Role \n An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established and growing financial services firm in Leeds. \n This is a unique position that goes beyond a traditional advisory role. You’ll play a key part in shaping and developing the firm’s wealth proposition, working closely with senior stakeholders to build a forward-thinking, scalable advice offering. \n With a strong existing client base and clear growth plans, this role offers the opportunity to combine high-quality financial advice with strategic input, business development and long-term leadership. \n Key Responsibilities \n\n • Provide holistic financial advice to an existing portfolio of clients\n, • Deliver high-quality ongoing service and structured client reviews\n, • Support the development and evolution of the firm’s wealth proposition\n, • Work alongside senior leadership to help shape future strategy and direction\n, • Build relationships with introducers and internal stakeholders to generate new opportunities\n, • Support and mentor junior team members progressing into advisory roles\n, • Contribute to improving systems, processes and client engagement frameworks\n, • Assist in developing specialist planning areas, including estate and intergenerational planning\n\n What Makes This Role Different? \n This is more than a standard adviser role. It offers the chance to: \n\n • Play a central role in the future of a growing wealth business\n, • Influence long-term strategy, structure and service delivery\n, • Be part of a defined succession plan within the organisation\n, • Help build and shape a dedicated wealth division\n, • Access long-term incentives linked to performance, growth and contribution\n\n About You \n\n • Fully qualified Financial Adviser (DipFA, DipPFS or equivalent)\n, • Strong experience delivering holistic, client-focused advice\n, • Ambitious with a desire to influence and grow a business function\n, • Commercially aware with strong relationship-building skills\n, • Keen to take on additional responsibility beyond advisory work\n, • A team player with leadership and mentoring capability\n\n What’s on Offer \n\n • Competitive basic salary with bonus structure\n, • Existing client bank to service and develop\n, • Clear opportunity to progress into a strategic leadership role\n, • Long-term incentive potential aligned to business growth\n, • Supportive, collaborative and forward-thinking environment\n, • Hybrid working flexibility\n\n Apply Now \n If you’re an experienced Financial Adviser looking for a role where you can make a real impact and be part of something bigger, we’d love to hear from you.

Our client is a well-established and highly respected independent financial planning business that can demonstrate significant growth year on year. The business has built long-standing relationships with both private and corporate clients, offering advice across pensions, investments, protection and retirement planning. Supporting their continued growth, they seeking two experienced financial planners to join their team. \n The business are seeking an experienced and CAS status adviser with a blended skill set to work with existing client and the ability to inherit and convert new business opportunities. \n The role offers remote working flexibility and the ability for this hire to conduct advice both remotely and in the field. \n What will you do? \n\n • Inherit, manage and develop a small portfolio of existing clients, conducting reviews in a timely manner\n, • Proactively take up incoming lead opportunities and follow through to new business conversion\n, • Develop relationships with the corporate / work place pensions areas of the business to seek out new business opportunities\n, • Conduct both new business and existing client meetings whilst working within a compliant frame work\n, • Work collaboratively with the paraplanning, support and compliance team\n\n This opportunity suits existing restricted or independent advisers seeking a strong career progression and a strong overall earnings opportunity.

Senior Financial Adviser - Leeds \n Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings. \n Home-based Financial Adviser dealing with professional client base! \n As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role! \n About You \n It is key that you are Level 4 Diploma qualified and working towards Chartered status. \n Package on Offer \n\n • Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience\n, • OTE £80,000\n, • Participation in quarterly and annual bonus schemes\n, • Realistic income potential off 6 figures\n, • 25 days holiday (plus Bank Holidays)\n, • Company car or car allowance £6,000\n, • Generous company pension scheme with up to 10% employer matched contributions\n, • Flexible benefits scheme\n, • Plus, all the support and training that you will need to develop your skills as a financial advisor.\n\n But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth. \n If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career…just submit your CV with notes. \n #FinancialAdviser, #FinancialConsultant, #WealthManager, #IndependentFinancialAdviser (IFA)

Our client, an award winning firm of financial planners based in Leeds, is looking to appoint an experienced Paraplanner to join their team on a permanent basis. \n Working closely with Financial Advisers, you will play a key role in delivering high-quality, compliant financial planning support and helping to provide tailored solutions to clients. \n The Role \n\n • Prepare and tailor high-quality suitability reports based on adviser recommendations\n, • Conduct in-depth research across a range of financial products to support appropriate client outcomes\n, • Produce compliant, well-structured suitability letters\n, • Support advisers in delivering bespoke financial planning strategies\n\n The Candidate \n\n • Level 4 Diploma qualified (or nearing completion) – essential\n, • Experience working with High Net Worth clients – desirable\n, • Strong technical knowledge across core areas of financial planning\n, • Commercially aware with excellent attention to detail\n, • Reliable, professional, and highly organised with strong interpersonal skills\n\n Salary & Benefits \n This role offers a competitive salary of £40,000–£55,000, alongside flexible home working, full study support, a bonus structure, and a comprehensive benefits package.

The Company: A nationally recognised wealth management firm who are West Leeds based and are looking to add a Financial Planning Administrator to their highly experience Adviser Support setup. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be pushed and supported to build a long-standing career within the business. \n \n\n • Office Location: West Leeds\n, • Hybrid/Home Working: Yes – 4-days office, 1-day WFH\n\n \n Package: £29-30k DOE + discretionary bonus \n\n • Key Benefits: Pension, 4xDIS + Medical Cashback Plan\n, • Holidays: 26-days holiday + stats\n\n \n The Role: A highly responsible role supporting multiple IFAs from a technical administration and query management perspective. Duties include: \n\n • New business processing\n, • Preparing client review pack for client meetings\n, • Obtaining quotations/valuations\n, • Dealing with product providers and managing relationships accordingly\n, • Assistance with client business development and relationship management\n\n \n The Person: This role will suit someone who genuinely enjoys Adviser Support and liaising with clients on a day-to-day basis as part of the firm’s administrative structure. It’s an excellent opportunity to join an established brand with a focus on HNW private client advice. \n\n • Are you looking for career stability with a firm that’s growing their presence across the UK?\n, • Does investments and pensions focused administrative work genuinely motivate you?\n, • Do you enjoy regular client contact? And have past exposure to speaking with advisers/paraplanners daily to ensure the best solution for the client?\n\n \n What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. \n

Financial Planning Administrator \n Location: Leeds (Hybrid)Salary: Up to £32,000 + BonusJob Type: Full-time, Permanent \n Are you an experienced Financial Services Administrator looking to join a supportive, growing business where your career can truly progress? Our client — a well-established independent financial planning firm — is expanding and looking for a detail-driven administrator to join their friendly team. \n This is a fantastic opportunity to join a people-focused organisation with a great reputation, modern working practices, and a positive, collaborative culture. \n The Role \n As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners and ensuring clients receive an exceptional service. Your work will help advisers stay focused on delivering high-quality financial planning. \n Day-to-day responsibilities include: \n\n • Processing new business applications\n, • Requesting and chasing information from product providers\n, • Preparing client review packs and supporting documentation\n, • Updating and maintaining accurate client records\n, • Producing illustrations and policy information\n, • Arranging client meetings and managing adviser diaries\n, • Responding to client queries via phone and email\n, • Providing general back-office and administrative support\n\n About You \n We’d love to hear from you if you have: \n\n • Experience as a Financial Services Administrator (2+ years ideal)\n, • Strong organisational skills and attention to detail\n, • Excellent written and verbal communication skills\n, • Confidence using Microsoft Office\n, • Experience with financial planning software (e.g., Curo) — beneficial but not essential\n, • A proactive, flexible, and team-focused attitude\n\n What’s on Offer? \n\n • Salary up to £32,000 (DOE)\n, • Annual discretionary bonus\n, • 26 days annual leave + bank holidays\n, • Employer pension contribution\n, • Life cover (4x salary)\n, • Health cash plan\n, • Hybrid working — blend of home and office\n, • A supportive, forward-thinking team and genuine opportunities to grow your career\n\n Why Apply? \n This role is perfect for someone who thrives in a professional, people-centred environment and wants to build a long-term career in financial planning. If you enjoy variety, responsibility, and being part of a supportive team, this could be the ideal next step. \n Apply Today \n If this sounds like the right role for you, we’d love to hear from you.

The Company: A nationally recognised wealth management firm who are South Leeds based and are looking to add a Paraplanner to their highly experienced team. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be supported to build a long-standing career within the business. \n \n\n • Office Location: South Leeds\n, • Hybrid/Home Working: Yes – 3-days office & 2-days WFH\n\n \n Package: £35-40k DOE + discretionary bonus & benefits \n\n • Key Benefits: Pension, 4xDIS + Medical Cashback Plan\n, • Holidays: 26-days holiday + stats\n\n \n The Role: A technical Paraplanner rolesupporting multiple Financial Planners from a research & suitability report writing perspective: \n\n • Provide a comprehensive support service to the advisers, liaising with product providers, third parties and colleagues.\n, • Working closely with administrators to ensure new business is submitted and followed through to completion.\n, • Pre-check of adviser files log to ensure no inconsistencies, compliance or advice errors.\n, • Collation and production of accurate information and research material to support the recommendation\n, • Research of pensions, funds, investments, protection, annuity and IHT Products. Cashflow Modelling using Cashcalc.\n, • Prepare suitability letters, applications and supporting documentation.\n, • Consider current and future tax implications of any advice given\n\n \n The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to technical work inclusive of private wealth focused product research and suitability report work: \n\n • Fully qualified and part-qualified Diploma candidates will be considered, with practical paraplanning experience required\n\n \n What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Are you a commercially minded qualified accountant ready to take ownership of a finance function and become a true business partner to senior leadership? \n This is an outstanding opportunity for an ambitious Financial Controller to join a growing and forward-thinking business where your impact will extend far beyond the numbers. You'll take the lead on financial reporting, cashflow management, controls and compliance whilst providing strategic insight that helps shape key business decisions. Working closely with the Managing Director and leadership team, you'll play a pivotal role in driving performance, supporting growth initiatives and strengthening the financial foundations of the organisation. \n The Role \n As Financial Controller, you will take full responsibility for the finance function, ensuring accurate reporting, robust controls and effective financial management across the business. \n Key responsibilities will include: \n\n • Producing monthly management accounts, profit & loss statements, balance sheet reconciliations and cashflow reports within agreed deadlines.\n, • Leading budgeting, forecasting and strategic planning processes, providing insightful analysis and commentary on business performance.\n, • Managing daily cashflow, banking relationships and funding facilities, ensuring strong liquidity and working capital performance.\n, • Maintaining robust financial controls, governance frameworks and compliance with UK accounting standards and statutory requirements.\n, • Overseeing VAT, Corporation Tax, PAYE submissions, year-end audit processes and statutory accounts preparation.\n, • Managing operational finance activities including sales ledger, purchase ledger, payroll oversight and aged debtor and creditor performance.\n, • Providing commercial financial insight, financial modelling and decision-making support to drive profitability, growth initiatives and investment opportunities.\n\n About You \n We're looking for a proactive and commercially focused finance professional who enjoys operating both strategically and hands-on. \n To be successful, you will have: \n\n • ACA, ACCA or CIMA qualification (or equivalent).\n, • Proven experience in a senior finance position with strong financial reporting and management accounting expertise.\n, • Excellent budgeting, forecasting and cashflow management skills.\n, • Strong knowledge of financial controls, governance, statutory accounting and audit requirements.\n, • Advanced Excel skills and experience using ERP/accounting systems.\n, • The confidence to build relationships and influence stakeholders at senior leadership level.\n, • A solutions-focused mindset with the ability to translate complex financial information into clear business insight.\n, • Experience within invoice finance, asset-based lending, speciality finance environments, acquisition integration projects or Power BI would be advantageous.\n\n What's on Offer? \n This is an opportunity to become a trusted adviser to senior leadership, influence business strategy and play a key role in a company's future success. You'll join an organisation that values commercial thinking, continuous improvement and high-quality financial leadership. \n Apply Now \n If you're a driven Financial Controller looking for your next challenge, we'd love to hear from you. \n Apply today to be considered for this exciting opportunity. \n For a confidential discussion, please contact Liam O'Flaherty on . Don't miss your chance to make a real impact in a business where you will be recognised and rewarded.

Financial Planner \n Remote - UK wide \n OTE £100,000+ \n An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. \n This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies. \n You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.

Whether you're already working within an IFA or wealth management firm and looking for your first opportunity to become a Financial Adviser, or you have a strong client-facing background, this could be the opportunity for you. \n Due to continued growth and an ever-increasing client bank, our client is looking to recruit a Trainee Financial Adviser to join their expanding team. The business has more demand than its existing advisers can support, creating a genuine opportunity for someone who is eager to learn and develop into a successful Financial Adviser. \n This is a genuine career pathway where your progression is fully supported, with a clear route to becoming a qualified and competent Financial Adviser with a short and structured time frame. \n\n • If you're already part-qualified, the firm will fully support you in completing your Diploma in Financial Planning (DipFA).\n, • If you're completely new to financial planning but have the right attitude and transferable skills, they'll support you from day one, funding your studies from start to finish and providing the guidance needed to achieve your professional qualifications.\n\n The business believes attitude, ambition and work ethic are just as important as experience. \n This opportunity would suit someone who is: \n\n • Currently working within an IFA or wealth management firm as an Administrator, Client Relationship Manager or Paraplanner and looking for the opportunity to become a Financial Adviser.\n, • Working in a professional client-facing role (ideally within financial services) with excellent communication and relationship-building skills and a genuine ambition to build a career in financial planning.\n, • Motivated to study towards, or continue, the Diploma in Financial Planning (DipFA).\n, • Passionate about delivering excellent client service.\n, • Eager to build a long-term career with a growing and successful business.\n\n On offer is a competitive salary scale of c£28k to £50k and will be dependent on experience and qualifications, in addition to this the firm will offer additional bonuses and great career prospects.

Are you a financial advisor that is looking to be better than the average by growing your expertise, deepening your customer relationships and becoming a specialist in your field?Would you like to be in the unique position of being able to provide both personal and business financial advice to our Dental Professionals within a company with a strong commercial proposition?Do you want to help shape brighter financial futures for your customers whilst building your own?Are you looking for a supportive and caring culture that provides you with autonomy on how you manage your customers and workload? If you have answered yes to any of the above and are looking for a career as a Specialist Financial Adviser the below might be of interest to you:How we will support you in the role\n\n • You will be part of a team of Dental Specialist Financial Advisors that are different to any others in the industry who have access to a unique and entrepreneurial client base, many of which have multiple practices.\n, • We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Dental professionals\n, • Following an initial assessment of your advice, experience and knowledge, we will enrol you on a bespoke onboarding programme that will cater to your learning requirements to allow you to excel as a recognised specialist that delivers complex advice to Dentists in your respective territory.\n, • As well as having the ability to generate your own leads, our award-winning Marketing team will also provide you with high quality Dental leads with strong potential for conversion.\n, • You will have dedicated support from our Dental Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex personal and business advice to your customers.\n, • We have a sizable team of Dental Relationship Co-ordinators who will book your appointments and work closely with you to ensure the schedule works for you.\n, • Flexibility to manage workload and personal life\n, • Joining a team that has partnerships & affinities with Dental professionals which allows our Advisors to gain knowledge and insights from these specialist areas.\n, • Personal development (relationship development, profile building, qualifications, increasing number of product licenses\n, • A collaborative and transformative culture that will welcome your ideas on how we can continue to deliver a premium service to our Dental professionals that benefits you, our customers and our business\n, • You will have autonomy to use your expertise to determine what advice and products are best for your customer\nHow you will support your customers\n\n, • Put Dentists at the heart of what you do by using your expertise to be their critical friend that provides quality specialist financial advice on life insurance, pension, investment, wealth management and Inheritance Tax to truly maximise their wealth opportunities individual and business needs.\n, • Formulate client engagement strategies to drive acquisition and long-term loyalty.\n, • You will build a genuine connection with your customers by developing a deep understanding of their financial needs and aspirations and by demonstrating the value and difference that your specialist financial advice can make to their future as well as their families' and business'.\n, • Develop relationships with our dental partnerships and affinities to understand the ongoing challenges that Dental professionals are facing, which you will then consider when providing advice. This in turn will demonstrate to your customers that you are an educated trusted partner to their profession\n, • Build successful relationships with the wider support teams and offer suggestions on how we can collaboratively deliver the best possible outcome to our customers in an efficient and timely way.\nWhat you will bring to the role\n\n, • QCF Level 4 qualified (essential) and Competent Advisor Status\n, • Chartered status would be advantageous\n, • Experience of providing financial planning in a regulated environment and ideally used to working with complex advice and experience wealth management\n, • A demonstrated ability to be able to nurture a grow a customer base\n, • An ambitious attitude with a business growth mindset\n, • Proven history of being able to build long lasting and meaningful customer relationships\n, • Innovation and practicality that will support in achieving optimum outcomes for you, for our customers and for our business\n, • A continuous thirst for knowledge that will support you in seeking better ways to serve your customers\n, • A strategic and innovative thinker with a pragmatic and inquisitive mindset\n, • Someone that is trustworthy and acts with ethical integrity\n, • Experience in identifying challenges that will impact your customers and establishing solutions to resolve these.\n, • Strong communication and active listening skills who takes the time to truly understand the customer's needs, and leverages their expertise to offer thoughtful, tailored recommendations.\n, • Experience of working against income budget targets\nBenefits\n\n, • Bonus scheme with a potential to earn 160% of your salary per year (40% per quarter) with an additional maximum on target behaviour bonus of 15% (7.5% typical pay out)\n, • 28 days holiday plus bank holidays. Once you’ve been at Wesleyan for 5 years it will increase to 30 days.\n, • Buy extra holiday days or sell holiday you don’t need.\n, • Car allowance of £6,050 per year\n, • A great pension scheme – company matched plus 2% (up to 10%).\n, • Life assurance – worth four times your base pay\n, • Personal development – we offer great training programmes and support you with external, professional qualifications.\n, • Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme and medical cover.\n, • Discounts – across major brands in retail, health, wellbeing and leisure.\n, • Volunteering days – two days a year off work to volunteer for a worthy cause\n, • Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)\n, • Employee assistance programme – we help you, take care of you!\n

Leeds/ Bradford/ Hull \n Full Time \n Permanent \n £50,000-£70,000 basic salary / OTE £110,000+ / Existing client bank \n Looking for your next Financial Adviser role? Join a market-leading organisation and become a specialist adviser supporting professional clients with pensions, investments, protection and retirement planning. \n What You'll Receive \n\n • Existing client bank and high-quality leads\n, • £6,050 car allowance\n, • Excellent bonus scheme\n, • 10% employer pension contribution\n, • Private medical insurance\n, • 28-30 days' holiday plus bank holidays\n, • Dedicated paraplanner and appointment booking support\n, • Specialist training and funded professional development\n\n You'll be Level 4 Diploma qualified with Competent Adviser Status (CAS) and experience delivering regulated financial advice. \n This is an opportunity to spend less time searching for clients and more time doing what you do best building lasting relationships and delivering outstanding financial advice with the support of an experienced team. \n If you're ambitious, client-focused and ready to become a recognised specialist with exceptional earning potential, apply today and take your career to the next level.

Paraplanner \n Leeds \n £35,000 - £40,000 DOE + Bonus \n Hybrid Working (3 Days from Home) \n \n NJR Recruitment are delighted to be working with a highly regarded and growing Financial Planning firm who are looking to recruit an experienced Paraplanner to join their Leeds-based team. \n \n This is an excellent opportunity for a technically strong individual to join a collaborative and supportive environment where career development is genuinely encouraged. Working closely with Financial Advisers and support teams, you will play a key role in delivering high-quality financial planning solutions to clients. \n \n The Role \n As a Paraplanner, you will provide technical support to advisers through detailed research, analysis and report writing, helping to ensure excellent client outcomes and a smooth advice process. \n Key responsibilities will include: \n\n • Conducting research and analysis across pensions, investments and protection\n, • Preparing and writing detailed suitability reports and recommendation letters\n, • Undertaking investment portfolio and risk analysis\n, • Preparing illustrations, projections and client review documentation\n, • Ensuring client files meet FCA and internal compliance standards\n, • Supporting advisers with ongoing client servicing and planning strategies\n, • Working collaboratively with administration and adviser teams to deliver excellent client service\n\n \n About You \n\n • Previous experience within a Paraplanning role is essential\n, • Experience writing technical suitability reports\n, • Good technical understanding of pensions, investments and financial planning products\n, • Progress towards the Level 4 Diploma advantageous\n, • Strong attention to detail and analytical skills\n, • Able to work effectively both independently and as part of a team\n, • Professional, organised and client-focused approach\n\n \n What’s on Offer \n\n • Salary up to £40,000 DOE\n, • Annual bonus opportunity\n, • Hybrid working – 3 days working from home\n, • 25 days holiday + bank holidays\n, • Birthday day off\n, • Funded exams and paid study leave\n, • Strong long-term development and progression opportunities\n, • Life assurance\n, • Flexible benefits package\n, • Employee wellbeing support and discounts platform\n\n \n This is a fantastic opportunity for an ambitious Paraplanner looking to join a progressive and supportive business that genuinely invests in employee development and long-term careers. \n \n Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16733

Senior Paraplanner \n Location: Leeds (Hybrid available after probation)Salary: Flexible (DOE) + Bonus + BenefitsJob Type: Full-time, Permanent \n About the Role \n An established, independent financial planning firm is looking to appoint an experienced Senior Paraplanner to join its growing technical team. \n This is a fantastic opportunity for a technically strong paraplanner who wants to play a more influential role — whether that’s mentoring junior team members, shaping processes, or progressing towards an advisory position in the future. \n You’ll be working with high-quality clients on a holistic planning basis, supporting advisers with complex cases across pensions, investments and protection. \n Key Responsibilities \n\n • Writing high-quality suitability reports and financial planning documentation\n, • Producing and maintaining detailed cashflow models\n, • Supporting advisers with technical research and case preparation\n, • Providing responses to complex client and adviser queries\n, • Assisting with ongoing portfolio reviews and planning strategies\n, • Supporting and mentoring junior paraplanners and team members\n, • Contributing to improvements in templates, processes and technical standards\n, • Keeping up to date with industry and regulatory changes\n\n About You \n\n • Minimum 3 years’ paraplanning experience within a financial planning firm\n, • Level 4 Diploma qualified\n, • Strong technical knowledge\n, • Experience writing detailed, client-facing reports\n, • Confident using Excel and financial planning tools\n, • A proactive and collaborative approach\n\n What’s on Offer \n\n • Competitive salary (flexible depending on experience)\n, • Annual discretionary bonus (consistently paid)\n, • Hybrid working (up to 2 days from home after onboarding)\n, • Full study support towards Chartered status\n, • Career progression opportunities, including route to Adviser\n, • Pension contribution, private medical cover & death in service\n, • 24 days holiday + bank holidays (increasing with service)\n, • Supportive, collaborative team culture\n\n Apply Now \n If you’re a skilled paraplanner looking for the next step in your career, we’d love to hear from you. Apply today or contact us for a confidential discussion. \n

Job Title: Senior IFA Administrator \n Industry: Financial Planning / Financial Services \n Location: Leeds \n Salary: Up to £35,000 (dependent on experience) \n Job Ref: 10514 \n Job Description: \n Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. \n The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. \n This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. \n Key Responsibilities: \n\n • Provide comprehensive administrative support to Financial Advisers and clients\n, • Process new business across investments, pensions and protection cases\n, • Prepare client documentation including application packs, client agreements and supporting paperwork\n, • Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners\n, • Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions\n, • Carry out post-implementation processing for investment and pension business\n, • Maintain accurate client records using back-office systems\n, • Liaise with product providers and clients to obtain information and resolve queries\n, • Support and mentor junior administrators, providing guidance and training where required\n, • Assist with team training and share technical knowledge across the business\n, • Ensure all work is completed accurately, compliantly and within agreed service standards\n, • Manage incoming correspondence, update client records and support wider office administration\n, • Handle client and adviser enquiries professionally via telephone and email\n, • Assist with ad hoc projects and departmental initiatives as required\n\n What's in it for you? \n\n • Competitive salary depending on experience\n, • Opportunity to work within a well-established and supportive financial planning firm\n, • Ongoing professional development and training\n, • Career progression opportunities\n, • Collaborative and friendly team environment\n, • Comprehensive benefits package (details available on application)\n\n Skills and Experience Required: \n\n • Minimum of 3–5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice\n, • Strong understanding of investment, pension and protection products\n, • Experience processing complex financial services business\n, • Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous\n, • Experience using Intelligent Office (iO) or similar back-office systems\n, • Proficient in Microsoft Office, particularly Excel, Word and Outlook\n, • Excellent organisational skills with the ability to prioritise a varied workload\n, • Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients\n, • Ability to support, coach and develop less experienced team members\n, • High attention to detail with a strong understanding of compliance and FCA regulatory requirements\n, • A proactive, solutions-focused approach with the ability to work independently and as part of a team\n

We are recruiting for a global leading financial services organisation who committed to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. \n Due to ongoing developments, my client is seeking a Project Manager who will be responsible for not only focusing on project management across a wide range of large and complex projects but within a client-facing project management capacity across Pensions Administration and Consulting, that can include implementations, benefit changes, Pensions Dashboard, GMP and de-risking. \n This high profile role will include being fully responsible for but not limited to: \n\n • Managing the end-to-end management of complex projects ensuring work is delivered on time.\n, • Building and managing client, third party and internal stakeholder relationships on the projects to become a trusted adviser to support the decision-making requirements during the project lifecycle.\n, • Understanding the client specific needs and strategic journeys and delivering project outcomes that support those needs\n, • Leading enhanced collaboration between multiple service lines and multiple providers as well as defining project roles and responsibilities across the business and third parties\n, • Reviewing significant project proposals of high complexity and ambiguous parameters with high visibility and identifiable risk to the business, validating all project requirements, providing recommended changes to the proposal, as appropriate\n\n Whilst the client is seeking someone with experience in the pensions industry (it doesn't need to be your whole career), however it is essential that you possess client-facing project management experience and your pensions knowledge should include a working knowledge of Defined Benefit sector. \n Additionally, you will be someone with excellent relationship building and communication skills together with a structured and organised, working effectively across multiple deadlines, a strong business acumen with existing client-facing experience and a willingness to learn new skills and be adaptable to a changing environment \n The roles can be aligned to any of their offices in the UK on a hybrid-working basis. \n Offering excellent remuneration packages together with the opportunity to work for an organisation who want to break the normal cycle and change the world of pension administration for the better, further information is available on application.

Self-Employed | Remote / Hybrid Opportunities | Uncapped Earnings \n OTE £100,000+ | Full Admin & Compliance Support | Flexible Working \n Ready to take control of your earnings and build your own successful advisory business? \n We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers. Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join?\n\n • Uncapped earning potential with competitive commission structures\n, • Strong support to help you generate new business and grow your client portfolio, with occasional leads provided \n, • Full administrative and compliance support\n, • Flexible remote and hybrid working options\n, • Ongoing training, mentoring, and professional development\n, • Supportive and collaborative working environment\n, • Clear opportunities to expand your offering into:\n, • Wealth Management\n, • Pensions & Investments\n, • Commercial Lending\n, • Equity Release\n, • Wills and Estate Planning\nThe Role\n As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities\n\n • Providing tailored mortgage and protection advice based on clients' individual needs and circumstances.\n, • Building and maintaining long-term client relationships.\n, • Assessing financial situations and recommending suitable solutions.\n, • Managing cases from initial enquiry through to completion.\n, • Developing referral partnerships and growing your client portfolio.\n, • Ensuring all activity is conducted in line with FCA regulations and compliance requirements.\n, • Generating new business through networking, referrals, marketing, and business development activities.\nWhat We're Looking For\n\n, • CeMAP qualified (or equivalent).\n, • Previous experience providing mortgage and protection advice.\n, • Strong communication and relationship-building skills.\n, • Commercially minded with the drive to grow a successful client base.\n, • Self-motivated, professional, and customer-focused.\n, • Good understanding of FCA regulations and compliance requirements.\n, • Passionate about delivering excellent client outcomes.\nWhy The Openwork Partnership?\n As part of The Openwork Partnership, you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today\n If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. \n Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. \n Work Location: Remote \n Job Type: Self-Employed \n Earnings: OTE £100,000+ per annum (uncapped)

Self-Employed | Remote / Hybrid Opportunities | Uncapped Earnings \n OTE £100,000+ | Full Admin & Compliance Support | Flexible Working \n Ready to take control of your earnings and build your own successful advisory business? \n We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and client-focused Financial Advisers. Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join?\n\n • Uncapped earning potential with competitive and transparent remuneration structures\n, • Strong support to help you generate new business and grow your client portfolio\n, • Full administrative and compliance support\n, • Flexible remote and hybrid working arrangements\n, • Ongoing training, mentoring, and professional development\n, • Access to a broad range of products and providers\n, • Supportive and collaborative working environment\n, • Clear opportunities to build and scale your own advisory business\nThe Role\n As a Financial Adviser, you'll provide holistic financial planning advice, helping clients achieve their long-term financial goals while building lasting relationships based on trust and exceptional service. Key Responsibilities\n\n • Providing tailored financial advice based on clients' individual needs, objectives, and circumstances.\n, • Conducting comprehensive financial reviews and developing suitable recommendations.\n, • Advising clients on a range of financial planning areas, including investments, pensions, protection, and retirement planning.\n, • Building and maintaining long-term client relationships.\n, • Growing and managing your own client portfolio.\n, • Developing referral partnerships and professional introducer relationships.\n, • Ensuring all advice is delivered in line with FCA regulations and compliance requirements.\n, • Generating new business through networking, referrals, and business development activities.\n, • Maintaining accurate client records and delivering excellent client outcomes.\nWhat We're Looking For\n\n, • Level 4 Diploma in Regulated Financial Planning (or equivalent).\n, • Experience providing regulated financial advice.\n, • Strong relationship-building and communication skills.\n, • A client-centric approach with a passion for delivering positive outcomes.\n, • Entrepreneurial mindset with the ambition to grow a successful advisory business.\n, • Self-motivated, professional, and driven to succeed.\n, • Good understanding of FCA regulations, Consumer Duty, and compliance requirements.\n, • Existing client relationships or business development experience would be advantageous.\nWhy The Openwork Partnership?\n As part of The Openwork Partnership, you'll benefit from the backing of one of the UK's largest and longest-established financial advice networks. You'll have access to industry-leading support, training, business development resources, and a broad range of products and providers, enabling you to focus on what you do best—helping clients achieve their financial goals. Apply Today\n If you're an ambitious Financial Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. \n Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. \n Work Location: Remote / Hybrid Available \n Job Type: Self-Employed \n Earnings: OTE £100,000+ per annum (uncapped)

This is a broad Senior HR Business Partner role offering the opportunity to act as a trusted adviser to leaders across the business, providing expert support on employee relations, performance management, organisational change and people development. The role combines hands-on operational HR with strategic project work, whilst coaching managers, influencing stakeholders and supporting the delivery of the wider people agenda. \n Client Details \n\n • Our client is a growing and people-focused financial services organisation with a strong reputation in its sector.\n, • The business is committed to developing leadership capability, enhancing employee engagement and continuing to build a high-performing culture.\n, • HR plays a key role in supporting the organisation's strategic objectives, with strong visibility and influence across the wider business.\n\n Description \n\n • Act as a trusted HR partner, providing expert advice and guidance to managers across a broad range of people matters.\n, • Support the delivery of business objectives through effective HR business partnering and practical people solutions.\n, • Lead and manage complex employee relations cases, ensuring commercially focused and legally compliant outcomes.\n, • Coach and develop managers to build confidence and capability in managing performance, engagement and employee issues.\n, • Design and deliver training and development initiatives to strengthen leadership and management capability.\n, • Support organisational change, restructuring activities and wider business transformation projects.\n, • Contribute to the delivery of the HR Business Plan and key people initiatives.\n, • Partner with stakeholders across the business to drive a positive and high-performing culture.\n, • Mentor and support junior members of the HR team, sharing knowledge and best practice.\n, • Maintain up-to-date knowledge of employment legislation and HR best practice.\n, • Utilise HR systems and data to support decision-making and drive continuous improvement.\n, • Travel to other business locations as required.\n\n Profile \n\n • CIPD qualified HR professional with a strong generalist HR background.\n, • Proven experience operating in a fast-paced, commercially focused environment, ideally within Financial Services or another regulated sector.\n, • Strong employee relations expertise, with the ability to manage complex and sensitive cases independently.\n, • Demonstrable experience across the full employee life cycle, including recruitment, performance management, talent development and organisational change.\n, • Excellent coaching and influencing skills, with a track record of building management capability and partnering effectively with senior stakeholders.\n, • Commercially minded and pragmatic, able to balance business needs with employee experience and risk management.\n, • Comfortable working autonomously while collaborating effectively within a wider HR team.\n, • Experience mentoring or developing junior HR colleagues.\n, • Strong understanding of employment law and HR best practice.\n, • Confident using HR systems and data to support decision-making, with Workday experience highly desirable.\n, • Resilient, proactive and solutions-focused, with the ability to perform effectively under pressure and manage competing priorities.\n\n Job Offer \n\n • Competitive salary of £65,000 - £75,000.\n, • Opportunity to join a growing and well-regarded financial services organisation.\n, • Broad Senior HR Business Partner role with a strong mix of strategic and operational responsibility.\n, • Exposure to senior leadership teams and the opportunity to influence key business decisions.\n, • Involvement in organisational change, people strategy and high-impact HR projects.\n, • Collaborative and supportive working environment with a strong people-focused culture.\n, • Opportunity to coach and develop leaders across the business while continuing to build your own career.\n, • Varied role offering autonomy, visibility and the chance to make a tangible impact.\n, • Comprehensive benefits package, including pension, holiday entitlement and other flexible benefits.\n

Trainee Financial Adviser \n Leeds \n £30,000 - £35,000 \n Office Based \n \n NJR Recruitment is delighted to be working with a successful and fast-growing Financial Adviser firm in Leeds who are looking to recruit a Trainee Financial Adviser to join their busy and dynamic team. \n \n This is a fantastic opportunity for an ambitious individual who has already started their journey towards becoming a Financial Adviser and is looking to gain hands-on experience within a thriving financial planning practice. \n \n Working alongside experienced Advisers, Paraplanners and Administrators, you'll receive ongoing mentoring and support while developing the technical knowledge, client skills and practical experience needed to build a successful career in financial advice. \n \n The Role \n As a Trainee Financial Adviser, you'll gain exposure to every aspect of the advice process, including: \n\n • Supporting Advisers with client meetings and annual reviews\n, • Assisting with financial planning research and recommendation preparation\n, • Building relationships with new and existing clients\n, • Preparing meeting packs and client documentation\n, • Liaising with providers to obtain valuations, illustrations and policy information\n, • Working closely with Paraplanners to develop suitability reports\n, • Learning about pensions, investments, protection, tax planning and retirement strategies\n, • Progressing towards managing your own client relationships as your experience develops\n\n \n No two days will be the same, making this an ideal opportunity for someone who enjoys variety and wants to build a long-term career in financial planning. \n \n About You \n We're looking for someone who is genuinely passionate about becoming a Financial Adviser. \n \n Essential Requirements: \n At least one CII R0 exam successfully completed (working towards the Level 4 Diploma in Regulated Financial Planning) \n Strong desire to build a career as a Financial Adviser \n Excellent communication and interpersonal skills \n Professional, enthusiastic and eager to learn \n Strong organisational skills with excellent attention to detail \n Confident working as part of a busy team \n Previous experience working in a targeted environment \n Previous experience within financial services, banking, wealth management or an IFA practice would be advantageous but isn't essential. \n \n What's on Offer \n\n • Full training and mentoring from experienced Financial Advisers\n, • Clear career pathway to becoming a fully qualified Financial Adviser\n, • Support to complete your Level 4 Diploma\n, • Exposure to a wide variety of financial planning cases\n, • Join a busy, successful and supportive IFA practice\n, • Excellent long-term career progression\n, • Competitive salary and benefits package\n\n \n This is an outstanding opportunity for someone who has already taken the first step by beginning their CII R0 qualifications and is now looking for the right firm to support them in building a rewarding career in financial planning. \n \n For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16866

Job Title: Paraplanner \n Location: Rothwell, Leeds (Hybrid Working) \n Salary: Negotiable, dependent on experience and Qualifications \n \n A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. \n The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives. \n This role also offers structured training and development support with an option to progress towards advising available in the future. \n \n Key Responsibilities \n\n • Produce comprehensive, compliant financial planning reports for advisers to present to clients\n, • Conduct technical research on products, providers, and planning solutions\n, • Support advisers with client reviews, queries, and ongoing servicing requirements\n, • Act as a point of contact for day-to-day client and adviser support queries\n, • Prepare client review packs and obtain illustrations as required\n, • Keep up to date with financial planning legislation, products, compliance requirements and industry developments\n\n \n Key Requirements \n\n • Previous experience within a Financial Advice / Wealth Management firm\n, • Strong paraplanning and report-writing experience is essential\n, • Diploma in Financial Planning (or working towards) is desirable, though not essential.\n, • Highly organised with the ability to manage and prioritise workloads effectively\n, • High attention to detail with the ability to produce accurate, well-structured reports and correspondence\n\n \n Benefits \n\n • Hybrid Working Available\n, • Strong Bonus Scheme\n, • Support and funding for professional industry qualifications\n, • Up to 30 days annual leave with holiday purchase (plus bank holidays)\n, • Excellent Training and Development Support\n, • Life assurance and pension scheme\n, • Clear progression opportunities, including the option to progress into an Adviser role\n

This is a broad Senior HR Business Partner role offering the opportunity to act as a trusted adviser to leaders across the business, providing expert support on employee relations, performance management, organisational change and people development. The role combines hands-on operational HR with strategic project work, whilst coaching managers, influencing stakeholders and supporting the delivery of the wider people agenda. Client Details Our client is a growing and people-focused financial services organisation with a strong reputation in its sector. The business is committed to developing leadership capability, enhancing employee engagement and continuing to build a high-performing culture. HR plays a key role in supporting the organisation's strategic objectives, with strong visibility and influence across the wider business.Description Act as a trusted HR partner, providing expert advice and guidance to managers across a broad range of people matters. Support the delivery of business objectives through effective HR business partnering and practical people solutions. Lead and manage complex employee relations cases, ensuring commercially focused and legally compliant outcomes. Coach and develop managers to build confidence and capability in managing performance, engagement and employee issues. Design and deliver training and development initiatives to strengthen leadership and management capability. Support organisational change, restructuring activities and wider business transformation projects. Contribute to the delivery of the HR Business Plan and key people initiatives. Partner with stakeholders across the business to drive a positive and high-performing culture. Mentor and support junior members of the HR team, sharing knowledge and best practice. Maintain up-to-date knowledge of employment legislation and HR best practice. Utilise HR systems and data to support decision-making and drive continuous improvement. Travel to other business locations as required.Profile CIPD qualified HR professional with a strong generalist HR background. Proven experience operating in a fast-paced, commercially focused environment, ideally within Financial Services or another regulated sector. Strong employee relations expertise, with the ability to manage complex and sensitive cases independently. Demonstrable experience across the full employee life cycle, including recruitment, performance management, talent development and organisational change. Excellent coaching and influencing skills, with a track record of building management capability and partnering effectively with senior stakeholders. Commercially minded and pragmatic, able to balance business needs with employee experience and risk management. Comfortable working autonomously while collaborating effectively within a wider HR team. Experience mentoring or developing junior HR colleagues. Strong understanding of employment law and HR best practice. Confident using HR systems and data to support decision-making, with Workday experience highly desirable. Resilient, proactive and solutions-focused, with the ability to perform effectively under pressure and manage competing priorities.Job Offer Competitive salary of £65,000 - £75,000. Opportunity to join a growing and well-regarded financial services organisation. Broad Senior HR Business Partner role with a strong mix of strategic and operational responsibility. Exposure to senior leadership teams and the opportunity to influence key business decisions. Involvement in organisational change, people strategy and high-impact HR projects. Collaborative and supportive working environment with a strong people-focused culture. Opportunity to coach and develop leaders across the business while continuing to build your own career. Varied role offering autonomy, visibility and the chance to make a tangible impact. Comprehensive benefits package, including pension, holiday entitlement and other flexible benefits

Job Title: Customer Advisor Location: Leeds city centre Pay Rate: £14.02p/hr Hours: Monday - Friday. Rotating shift pattern with 7 hour shifts starting from 8am and finishing up to 9pm. Rota is on a 6 week basis and can be provided if needed. Hybrid Working: First 8 weeks will be office based, and then you can work 3 days from home after your training is signed off. Contract Type: Temporary - 6 months initially with potential for progression. Start Date: 3rd August 2026 The Stockbroking Senior Customer Advisor offers a dynamic entry point into the financial services sector, particularly within the stockbroking domain. You'll grow and learn in an environment that recognises the importance of team collaboration through building relationships with customers and colleagues. As a Senior Customer Adviser, you'll be handing complex enquiries. You'll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. We put the customer at the heart of everything we do and will provide great training* to enable you to resolve calls by taking responsibility and providing first touch resolution whenever possible. What are the responsibilities of this role?: Deliver clear, accurate, and timely information to customers about their investment shares and account details. Support customers in accessing their accounts and navigating their investment portfolios with confidence. Investigate and resolve customer queries, including issues with transactions or account access, ensuring a smooth and positive experience. Uphold all relevant banking regulations and security standards to safeguard customer data and maintain trust. Keep thorough records of customer interactions and transactions, and assist with reporting for internal reviews and compliance checks. What Benefits do you offer?: Work from home 60% of the week Office located in City Centre with excellent transport links On site canteen First-class support and training for all colleagues Opportunity for growth within the company Holiday allowance of 30 days per year Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme What skills do I need?: To excel in this role, you should possess the following skills and experience: Experience working in customer services, managing a high volume of calls. Excellent communication skills, both written and verbal Able to handle complex information and work to a high level of detail. Proficiency in IT packages such as Excel, Outlook, and Word Strong problem-solving abilities and the ability to use own judgement Experience in banking, financial services, insurance or lending is highly desirable About working for Lloyds Banking Group: Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We're committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role. We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you'd like an adjustment to the recruitment process just let us know. Joining our client's dynamic and collaborative team will mean you are part of one of the UKs largest banking groups, and supported by a diverse and forward-thinking organisation. Apply today to hear more about this opportunity. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you

Job Title: Customer Advisor (Stockbroking and Investments) Location: Leeds city centre Pay Rate: £14.02p/hr Hours: Monday - Friday. To support our customers operating across global markets, we have a rotating shift pattern with 7 hour shifts starting from 8am and finishing up to 9pm. Rota is on a 6 week basis and can be provided if needed. Hybrid Working: First 8 weeks will be office based, and then you can work 3 days from home after your training is signed off. Contract Type: Temporary - 6 months initially with potential for progression. Start Date: 14th September 2026 If you've built strong customer service skills and have ever been curious about the world of investments, shares, and financial services, this could be the opportunity you've been looking for. Lloyds Banking Group is recruiting Customer Advisors within its Stockbroking team, offering a unique chance to gain hands-on experience in a specialist area of banking without needing previous stockbroking experience. As a Senior Customer Adviser, you'll be handing complex enquiries. You'll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. We put the customer at the heart of everything we do and will provide great training to enable you to resolve calls by taking responsibility and providing first touch resolution whenever possible. What will you be doing? You'll support customers with their investment accounts, helping them understand their shareholdings, access their accounts, and resolve complex queries. This is far more than a standard customer service role-it's an opportunity to develop knowledge of: Investment accounts Share dealing and stockbroking services Financial regulations and compliance Banking and financial services operations Complex customer problem-solving What Benefits do you offer?: Work from home 60% of the week Office located in City Centre with excellent transport links On site canteen First-class support and training for all colleagues Opportunity for growth within the company Holiday allowance of 30 days per year Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme What skills do I need?: To excel in this role, you should possess the following skills and experience: Experience working in customer services, managing a high volume of calls. Excellent communication skills, both written and verbal Able to handle complex information and work to a high level of detail. Proficiency in IT packages such as Excel, Outlook, and Word Strong problem-solving abilities and the ability to use own judgement Desirable skills but not essential: Experience in banking, financial services, insurance or lending Knowledge of financial services from previous studies or degree About working for Lloyds Banking Group: Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We're committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role. We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you'd like an adjustment to the recruitment process just let us know. Joining our client's dynamic and collaborative team will mean you are part of one of the UKs largest banking groups, and supported by a diverse and forward-thinking organisation. Apply today to hear more about this opportunity. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you

Are you a driven Financial Advisor or Trainee Advisor ready to elevate your career? Whether you are an experienced adviser looking for a better platform to grow your client base, or a hungry, newly qualified professional eager to make your mark, we want to hear from you! I am representing a well-respected and renowned financial advisory firm currently undergoing exciting growth. With over 250 5-star Google reviews, Thier reputation for excellence, trust, and client satisfaction speaks for itself—giving you the ultimate foundation to build a thriving business. What they Offer A Trusted, Renowned Brand: Leverage our 5-star reputation to gain instant credibility with prospective clients. Uncapped Earning Potential: Build a lucrative business with no ceiling on your income. Business & Lead Support: Access our established marketing frameworks and lead-generation channels to help keep your pipeline strong. Full Autonomy: Enjoy the freedom and flexibility while benefiting from the backing and infrastructure of an established team. Career Growth & Mentorship: Experienced advisors get the freedom to scale; new advisers get the guidance and support needed to succeed. A Healthy lead Pipeline: Best in Class SEO Driven Lead Pipleine form day one! What We Are Looking For Drive & Ambition: You are self-motivated, proactive, and eager to build a successful advisory portfolio. Qualifications: Level 4 Diploma in Financial Planning (or equivalent/working towards completion). Client-First Mindset: You take pride in delivering top-tier service and upholding the standard that earned us our 250+ 5-star reviews. Strong Communication Skills: Ability to build trust, network effectively, and convert opportunities into long-term client relationships. For More Details about this Exciting opportunity - please get in touch ASAP

Financial Adviser - relocation to Hong Kong / Dubai At Eight Wealth International we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Hong Kong or Dubai offices. We have a client bank ready for the right person but want this person to build their own bank over time. This is a fantastic opportunity for an already experienced adviser looking to relocate as we offer relocation, full visa support and a comprehensive admin team to allow you to adviser without drowning in paperwork! We have clear remuneration structures in place and can possibly provide initial support for the right candidate to assist with your transition to Eight. What you need to bring You will need ambition, because whilst we will provide you with the foundations, in time, we will expect you to generate and grow your own business opportunities. • DipFA or equivalent, • CAS status achieved, • Proven history of growing a client base, • Highly motivated, • Client centric, • Relocation package, • Client bank immediately available, • Full Paraplanning and Admin support, • Private medical, • Company events

Looking for more than just another Mortgage Advisor role? We are recruiting for a well-established and successful firm who offer their advisers the support, autonomy and recognition they deserve. Whether you are looking for generous commission splits, your own trading style, require admin support or be part of a forward-thinking, adviser-first culture they will help you thrive. About the Firm Pia Financial Solutions understand the importance of supporting their advisers to allow them to run their own successful businesses and achieve their goals. As a well-established and highly regarded firm, they have the expertise and support to help you flourish. About the Role As a Mortgage advisor, you will be part of a nationwide network of mortgage specialists who put people first. Offering advice on almost every aspect of a clients’ financial needs: from Protection and Insurance, to Mortgages and full Financial Planning. With a dedicated team of professionals supporting you, you can focus on outstanding customer service, excellent advice and building your client base. The benefits for a Mortgage Advisor: • 80% commission split as standard., • Flexibility of a self-employed contract allowing for greater earning potential., • Rapid and reliable commission payments., • Autonomy over your diary with no micromanagement., • Your own dedicated web page and a professional email address., • Ability to build your own trading style, helping you to stand out in the market., • Fully remote., • Optional admin support., • In-house supervision team for training and development on all aspects including business support and generation including business workshops., • Access to pre-approved marketing material., • Regular national and regional events., • Additional earning potential through referrals for wills, commercial lending, secured loans and conveyancing., • Potential for career progression into full financial advice including ability to obtain further qualifications. Your responsibilities as a Mortgage Advisor will include: • Providing advice and recommendation across mortgage and protection products., • Growing your reach and generating enquiries., • Staying up to date with industry knowledge. What will you need to succeed as a Mortgage Advisor: • CeMAP or CII Certificate in Mortgage Advice qualified is a must., • 12 months experience of providing advice on Mortgage and Protection products., • Passion for customer service. Pia Financial Services is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves

Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍Location Remote in the UK | 💰 £24,750 to £29,625 + | ✨ (If you are based in London the minimum salary offer will be £27,250) Please reference any literature that you may refer to, as applications that are highly plagiarised and not your own work. e.g. ChatGPT, will be declined. Your Day to Day; Our Collections team are the financial health heroes at the core of Monzo. They are here to identify and support customers who may be struggling with debt, offering them compassion and options to help. They do this with their top notch understanding of Monzo’s award winning lending products, credit file details and something we call a ‘decisioning process’ - something we’ll teach you all about! You should apply if: • You are able to start on 13th April 2026 and able to attend 7 weeks training, Monday to Friday 9am - 5.30pm, • Prior experience in Collections, Debt Recovery or Customer Service within a contact centre environment experience would be advantageous, • Have a background supporting customers with vulnerability, • You’ll need to have a background supporting customers, • The ability to communicate with customers to the highest standard because we only want the best for them, • You can ask open questions to understand their situation, listen and provide solutions via our in-app chat, outbound and inbound calls and emails, • From time to time things are complex so a keen eye for detail and a high standard of work will really help in this team, • Understanding and keeping up to date with our regulatory obligations and ensuring these are fulfilled in our customer outcomes (in line with the FCA).Most importantly - you live and breathe people and customers like we do The interview process: Our interview process involves 3 main stages: • Please answer the application questions and the 4 scenarios within, • Recruiter Call - 30 minutes, • Competency-based Values and Role Specific Interview - 60 mins approx. ⏰ Your working life and shift requirements • Working hours fall within Monday to Friday 8am to 8pm and Saturday and Sunday 9am - 6pm (37.5 hours a week, remote working)., • Your shift pattern will vary on a weekly basis, but don't worry, we give you plenty of notice in advance., • You're guaranteed 1 full weekend off each month., • We'll guarantee time off on your birthday (if you want it). This will come from your regular holiday balance and provided you have enough to cover it. 🙌 What’s in it for you 💰 £24,750 to £29,625 ➕ plus stock options & benefits 📚£1,000 learning budget each year to use on books, training courses and conferences. ➕ Plus lots more! _. We have some guidelines on using Artificial Intelligence (AI) to ace an application and interview at Monzo. _ You’ll hear from us throughout the application process, but if you’ve got any questions, please reach out to falahahmad@monzo.com. You can also use this email address to let us know if there’s anything we can do to make the process easier for you because of disability, neurodiversity or anything else. Please note we will close this role once we have enough applications for the next stages. Please submit your application asap to avoid any disappointment. #LI-REMOTE #LI-FA1 Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

Independent Financial Adviser (IFA) – Remote, Hybrid or Office-Based. Experience as a Financial Adviser or Wealth Manager in a regulated environment. A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Mid

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo. Why Join This Wealth Management Firm? Remote-first flexibility with access to office space if preferred End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance A client-first advice proposition grounded in integrity and trust Consultative marketing and lead generation to support new business development A collaborative culture with continuous learning and development opportunities Cutting-edge tech including the XPlan POS system to streamline advice delivery Role Overview – Employed Independent Financial Adviser In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained. Key Responsibilities Deliver holistic financial planning using the Six-Stage Advice Process Regularly review clients’ circumstances and adapt plans accordingly Stay up to date with financial products, legislation, and market trends Develop new client relationships through referrals, business planning, and marketing initiatives Build strong connections with introducers and centres of influence Conduct thorough fact-finding and prepare compliant, bespoke financial reports Maintain accurate and timely management information What You'll Need to Succeed Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA Active CF30 status or the ability to obtain it A demonstrable client-centric approach and commitment to doing the right thing Strong interpersonal skills and professional communication Confidence in using technology and delivering advice in both digital and face-to-face settings Experience in growing and managing a client bank Package & Benefits Competitive employed salary structure Performance-based bonus and incentives Full Paraplanning, Admin, and Compliance support Access to a trusted investment platform with cost-effective solutions Ongoing CPD, training, and career progression opportunities Marketing and business development support to grow your client base

Associate Financial Adviser - Build Your Future in a Firm That Invests in You Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity? A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team. Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working What Makes This Role Stand Out • Start with substance - Inherit a portfolio of mass affluent clients to build early momentum, • Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary, • Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income, • Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings, • Professional development - Ongoing training, supervision, and study support towards Chartered status What You’ll Get • Base salary: £35,000 - £45,000 depending on experience and qualifications, • Bonus scheme linked to advice activity and client outcomes, • Existing client bank + active lead generation support, • Paraplanning and admin support to keep your focus where it matters, • Full backing for CPD, further qualifications, and long-term career growth, • Hybrid working with access to modern offices in Coventry Your Responsibilities • Engage with clients virtually and in person to understand their financial goals, • Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning, • Follow up on qualified leads and maintain ongoing relationships with your allocated client base, • Prepare and present financial recommendations under supervision as needed, • Collaborate with paraplanners and compliance teams to ensure advice quality and governance, • Stay informed of market developments and regulatory changes to support informed advice delivery What You’ll Bring • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), • Experience in a paraplanner with client-facing experience, trainee adviser, • A genuine desire to progress into a client-facing advice role, • Strong communication and relationship-building skills

• OTE - £70,000 - £100,000+ in year 1, • 10+ pre-qualified appointments booked for you weekly, • Generous commission rates - uncapped earning potential Self-Employed Business Protection Adviser OTE - £70,000 - £100,000+ in year 1 ?? Specialising in Relevant Life Insurance & Executive Income Protection ?? UK-based | Remote/Hybrid/Office | 10+ Booked Appointments Per Week ?? Generous Commission Structure | High-Quality Leads Provided Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection for directors and SMEs across the UK. ?? What’s on Offer • 10+ pre-qualified appointments booked for you weekly – no cold calling, • Generous commission rates – uncapped earning potential, • Remote/Hybrid/Office working options – manage your own time, your way, • Admin and compliance support so you can focus on advising, • Access to market-leading providers and a comprehensive panel, • Opportunity to build your own client base with recurring income ?? Your Role You’ll be speaking directly with business owners, directors, and key decision-makers, providing tailored advice on: • Relevant Life Insurance – a tax-efficient solution for director and employee life cover, • Executive Income Protection – protecting income for company directors and key staff, • Additional protection options based on client needs With a steady flow of warm leads and booked appointments, you’ll have the tools and support to hit the ground running and focus purely on giving great advice. ? What You’ll Bring • Experience in protection advice – ideally in the business protection market, • Understanding of Relevant Life Plans and Executive Income Protection, • A consultative, client-first approach, • Ability to work independently and manage your pipeline, • FCA-authorised (or able to become authorised) ?? Why Join? This is a unique opportunity for advisers who want to work smarter, not harder. We take care of the lead generation, marketing, and admin – you focus on giving great advice and growing your income. Ready to elevate your protection career and earn what you’re really worth? How to Apply: Click APPLY NOW or feel free to call Kev on 0/7/8/8/4 4/6/2/6/9/5 for a confidential chat about this role and your career options. Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role. Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

Mortgage Adviser Self Employed We are growing our mortgage team, offering full admin support, a large book of potential clients and the ability to write your own business without any of the hassles of owning a business! We looking for experienced and motivated Self-Employed Mortgage Advisers to join our team. Whether you’re an established broker looking for a better deal or an adviser ready to take control of your earnings and work life balance, Eight Mortgages offers the tools, support, and freedom to help you succeed. The Role: As a Self-Employed Mortgage Adviser with Eight Mortgages, you’ll have the autonomy to manage your own clients while benefiting from our strong brand and full compliance support.. You’ll deliver professional, FCA-compliant mortgage and protection advice, providing clients with tailored solutions to meet their financial needs. Key Responsibilities: • Provide expert, whole-of-market mortgage advice to clients., • Build and maintain strong, long-term client relationships., • Manage your own pipeline from lead generation through to completion., • Keep up to date with lender criteria, market developments, and FCA regulations., • Ensure all advice and documentation meets compliance and quality standards., • Deliver an exceptional client experience built on trust, transparency, and service., • CeMAP (or equivalent) qualification – essential. Equity release desirable, RO5 desirable, • Current or recent FCA authorisation (directly authorised or appointed representative)., • Proven experience as a Mortgage Adviser, • Excellent product knowledge and understanding of mortgage market trends., • Ability to manage your own time, workload, and client relationships., • Self-motivated, professional, and committed to delivering outstanding service., • Competitive split structure between your own business and referrals DOE, • Write your own business while we handle the hassles of running a business, • Full admin support to allow you to focus on seeing clients, • Large book of potential clients available from day 1, • Support and mentorship

• OTE - £70,000 - £100,000+ in year 1, • 10+ pre-qualified appointments booked for you weekly, • Generous commission rates - uncapped earning potential Self-Employed Business Protection Adviser OTE - £70,000 - £100,000+ in year 1 ?? Specialising in Relevant Life Insurance & Executive Income Protection ?? UK-based | Remote/Hybrid/Office | 10+ Booked Appointments Per Week ?? Generous Commission Structure | High-Quality Leads Provided Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection for directors and SMEs across the UK. ?? What’s on Offer • 10+ pre-qualified appointments booked for you weekly – no cold calling, • Generous commission rates – uncapped earning potential, • Remote/Hybrid/Office working options – manage your own time, your way, • Admin and compliance support so you can focus on advising, • Access to market-leading providers and a comprehensive panel, • Opportunity to build your own client base with recurring income ?? Your Role You’ll be speaking directly with business owners, directors, and key decision-makers, providing tailored advice on: • Relevant Life Insurance – a tax-efficient solution for director and employee life cover, • Executive Income Protection – protecting income for company directors and key staff, • Additional protection options based on client needs With a steady flow of warm leads and booked appointments, you’ll have the tools and support to hit the ground running and focus purely on giving great advice. ? What You’ll Bring • Experience in protection advice – ideally in the business protection market, • Understanding of Relevant Life Plans and Executive Income Protection, • A consultative, client-first approach, • Ability to work independently and manage your pipeline, • FCA-authorised (or able to become authorised) ?? Why Join? This is a unique opportunity for advisers who want to work smarter, not harder. We take care of the lead generation, marketing, and admin – you focus on giving great advice and growing your income. Ready to elevate your protection career and earn what you’re really worth? How to Apply: Click APPLY NOW or feel free to call Kev on 0/7/8/8/4 4/6/2/6/9/5 for a confidential chat about this role and your career options. Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role. Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

Job Title: Recruitment Franchisee. (Self-Employed) Location:Remote Home Based (Work from anywhere in the UK.) Reward: Realistic, Year 1 earnings of £50K increasing too £75K in year 2, and year 3 of £85K+. Timing: June 2025 Start. Rayner Personnel are seeking Franchise Recruitment Directors with a hunger for success and a taste for the high life. If you've got a background as a Mortgage Adviser or in telephone sales, especially recruitment, then this opportunity is tailor-made for you. Becoming a Rayner Franchise owner, will give you the freedom to run your own business from home, set your own hours, and work the way you want. while maximising your earning potential, We offer unrivalled opportunities: Rayner Personnel have established clients in place, with jobs to fill immediately, and we are looking for hungry Sales Professionals that can deliver a customer centric service to the UK’S largest financial services providers. About Us: Rayner Personnel is one of the UK’s leading Talent Partners in the Property and Financial Services sectors and was established over 10 years ago. We are a team of over 30 Recruitment professionals that specialise in connecting exceptional talent with industry leading businesses and providing tailored recruitment solutions. The Role: As a Self-Employed Recruitment Director, you’ll have the autonomy to build and grow your own business, with the full support of Rayner Personnel and as part of our established brand which provides you with the full support of a team of dedicated Recruitment professionals who are committed to your success. You’ll focus on developing client relationships, sourcing top talent, and delivering exceptional recruitment services in the Financial Services sector. What We Offer: • Uncapped Earning Potential: You keep half of everything you bill, with no limits and no catches., • Established Brand Support: Leverage the reputation and tools of a leading recruitment business., • Flexibility: Work from anywhere and manage your own schedule., • Training and Development: Access to ongoing training, mentorship, and industry resources., • Collaboration: Be part of a supportive network of over 30 experienced recruitment professionals. What We’re Looking For: • Proven experience in direct telephone sales of a tangible service or product., • Self-motivated with an entrepreneurial mindset., • Strong business development and client management skills., • Excellent communication and relationship-building abilities., • A passion for helping businesses and candidates succeed., • Money hungry with a desire to create your own future success. Ready to Take Control of Your Career? Join us as a Self-Employed Recruitment Consultant and unlock your potential to shape your future while benefiting from the support of trusted industry professionals. Want to know more? Click apply now or feel free to give Darren Robins a call on 020-3989-9455 for a confidential chat and to learn more about this amazing opportunity !

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA £70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000. Why This Opportunity Stands Out This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you. What You’ll Get £70,000 – £80,000 basic salary depending on experience Realistic OTE of £100k+ through a transparent and rewarding bonus structure Immediate HNW client bank from retiring advisers (average portfolio size £500k+) Ongoing, high-quality leads from established introducer relationships and digital channels Hybrid working model – blend of remote and regional office work Paraplanning, admin & compliance support – so you can focus on advising Full tech stack and CRM to streamline your client work Pension, DIS, private medical, and other flexible benefits Chartered support – Full backing for further qualifications and CPD What You'll Be Doing Take ownership of a loyal HNW client bank and nurture long-term relationships Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning Convert warm, qualified leads into valuable client relationships Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery Contribute to ongoing growth, client retention, and service excellence What You’ll Bring Level 4 Diploma in Regulated Financial Planning (minimum) A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients Strong relationship-building skills and commercial awareness A commitment to high ethical standards and delivering exceptional outcomes Ideal for... Advisers currently limited by a lack of leads or support Those working in self-employed models seeking more stability IFAs with client-facing experience who want to grow with national backing If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.

Mortgage Broker / Financial Services Advisor Join a thriving team at a market-leading firm! We are seeking a highly motivated and experienced CeMAP-qualified Mortgage Broker / Financial Services Advisor with CAS status and a proven track record to join our dynamic firm, where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). PARTNERSHIP OPPORTUNITIES For ambitious brokers the firms operates a "progression to partnership programme" where you can become a shareholder and executive within the business. WHY JOIN THIS FIRM? • All leads provided at no cost to adviser (60+ per month), • Guaranteed income for training period, • All system provided at no cost to adviser, • Equipment provided by firm, • A "Progression to Partner Programme" for ambitious advisers, • 121 training provided to up skill brokers in the firm’s area of expertise, • Uncapped commission scheme, • Full admin support, • Control your own diary, • DA firm with no network oversight, • Bespoke CRM, • Great team environment, • Work with complex finance cases and add real value to clients, • Hybrid / remote working available ADDITIONAL TRAINING PROVIDED The company will provide additional 121 up skill training focussing on their area of expertise covering specialist finance products and services. EARNINGS: YEAR 1: £65,000 OTE (uncapped commission structure) YEAR 2: £120,000 OTE (uncapped commission structure) LOCATION: Remote / Home Based or Hybrid Successful candidates will need to commit to the first month being fully office based in Exeter, Devon, whilst you are completing the firms internal training program (cost are covered by the firm). Once completed you’ll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in Exeter JOB TYPE: Full-Time, Self-Employed Contract JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Broker / Financial Services Advisor who is CeMap qualified with CAS status and has a proven track record of successfully managing a significant mortgage pipeline and delivering exceptional client service. Working as the Mortgage Broker / Financial Services Advisor you will join a successful, leading and established niche UK firm where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). As the Mortgage Broker / Financial Services Advisor you will be responsible for working with clients to secure finance for their self-build and property development projects. This will involve identifying the most suitable lending options for clients, negotiating terms with lenders, and managing the mortgage application process from start to finish. As a successful candidate you will join a market leading firm that can offer on-going training and development, full admin support and a great team environment. APPLY TODAY If you’re already an adviser who wants to earn more, is obsessed about delivering a great service and is ambitious to grow a business then this firm could be a fit for you. To be considered for this position please send in your CV as soon as possible for our Recruitment Team to review. DUTIES Your duties as a specialist Mortgage Advisor will include: • Become the trusted advisor: Guide clients through the entire financing journey for their unique projects, • Unleash the power of possibility: Identify and present the most innovative and competitive lending solutions tailored to each client's individual needs and circumstances, • Negotiate winning deals: Leverage your expertise to secure the best possible terms and conditions with lenders on behalf of your clients, • Streamline the process: Efficiently manage mortgage applications from start to finish, ensuring a smooth and seamless experience for all parties involved, • Stay ahead of the curve: Continuously enhance your knowledge by staying abreast of the latest industry trends and regulatory changes This is an exciting opportunity for a passionate and ambitious individual to make a real difference to clients. Join the team and build a fulfilling career in specialist finance. CANDIDATE REQUIREMENTS As the Mortgage Broker / Financial ServicesAdvisor you will have the following skills, experience and qualifications: • CAS status, • Full CeMap qualification, • Previous experience as a Mortgage Advisor, • Ability to manage a large mortgage pipeline, • Customer focused, • Ability to manage multiple leads a day, • Ability to plan own time/diary efficiently, • Full UK driving licence HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-C13336 Full-Time, Contract Jobs, Careers and Vacancies. Find a new job and work remotely from home. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ

IFA Administrator Remote working Salary £31,000 - £32,000 This role is ideal for someone who thrives in a fast-paced environment and has previous experience providing high-level administrative support to financial advisers and or paraplanners. If you're organised, proactive, and passionate about delivering outstanding service, this could be the next step in your career. The Firm You’ll be joining a forward-thinking, purpose-driven financial services organisation with a strong reputation for innovation and inclusivity. Based all over the UK, they are known for their collaborative culture and commitment to professional development. You’ll work alongside a team of dedicated paraplanners and financial advisors who are passionate about making a positive impact for their clients. The Role As an IFA Administrator, you will be at the heart of the organisation’s operations, supporting Financial Advisers and Heads of Service with diary management, client communication, and documentation. A typical day could involve: • Managing adviser calendars and client communication to keep everything running smoothly, • Preparing reports, documentation, and meeting packs, • Liaising with product providers and clients with professionalism, • Tracking cases and applications to ensure timely delivery, • Supporting compliance and governance processes Your role will be varied and engaging, requiring a high level of attention to detail and excellent communication skills. Benefits • Salary: £31,000 - £32,000 per annum, • Remote working, • Yearly bonus based on company and personal performance (up to 10%), • BUPA Private Medical Insurance, • Pension Plan (5% ER and minimum 3% EE), • Medicash Health Cash Plan, • Group Income Protection (75% of base salary), • Group Life Assurance (4x base salary), • 28 days holiday (rising to 30 after 2 years service) Plus bank holidays Requirements • Previous experience in an administrative role supporting financial advisors is a must have, • Organisational and communicative skills How to apply Simply click "Apply Now" to submit your CV. The process includes an initial screening call followed by a two-stage interview (first via Teams, second in-person). We aim to make the process smooth and supportive every step of the way. Synonyms IFA admin, associate, administrator, support, service, IFA Administrator, administration

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ London/Cardiff/UK Remote | 💰circa £100,000 + | ✨ 🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ ⭐Our Legal team We're looking for a Senior Legal Counsel - Insurance to join our team at Monzo and help us build one of the best, most innovative banks in the world. This role will be the lead lawyer for our new, and growing, insurance distribution business. This role will report to the Head of Legal for Wealth Products, and is part of the Monzo Bank Legal team in the Legal & Board Governance Collective at Monzo. In this role, you’ll work closely with the Insurance Squad to build and deliver Monzo’s insurance products, and support the team in making insurance accessible for everyone. You’ll work at all levels in the organisation and with a wide-range of stakeholders from Product Managers and Designers, to Operations professionals and Software Engineers, and Risk and Compliance. You will be the ‘go to’ for all things legal and regulatory, and an important part of a team trying to change the insurance market for the better. 🔑You’ll play a key role by... • Being a trusted adviser and partner to the Insurance team, helping them build beautiful products and create effective customer-journeys in the Monzo app whilst meeting our regulatory requirements., • Advising on the development of our insurance offering, including expanding the range of insurances we offer, and integrating services into the Monzo app., • Supporting the Insurance team in managing third parties involved in our insurance offering (e.g. underwriters and third-party administrators)., • Equipping the team to deal with developments in the regulatory landscape for insurance, working closely with Compliance colleagues on all things regulatory., • Working with Risk and Control closely to help the team identify and manage legal and regulatory risks relating to the insurance business, • Prioritising thoughtfully to continuously operate with the highest impact., • Developing and implementing processes and procedures to increase the efficiency and scalability of insurance legal advice across the Monzo Group., • Delivering training, sharing insights from your work, and helping educate others on insurance., • Managing relationships with our external legal counsel and ensuring we are optimising our legal spend on insurance matters. 🤩 We’d love to hear from you if… • You have experience advising on general insurance and/or life insurance, and a solid grounding in direct-to-customer distribution with a minimum of around 5 years relevant post qualification experience (or equivalent)., • You have outstanding technical skills and strong knowledge of regulatory and commercial issues in general insurance and insurance distribution, preferably having spent time both in private practice and in house at a financial institution or fintech., • You are a team player and natural collaborator who is passionate about effecting change whilst being goals-focussed and impact-driven., • You are a strategic thinker, a strong communicator and a keen problem solver who knows how to assess risk and recommend solutions that balance business and risk perspectives, • You are willing to jump in and handle a wide range of legal issues, even outside your core areas of expertise in a proactive, and resourceful way, and can sensibly assess when best to engage external counsel in a cost-effective way, • You are comfortable operating at all levels of the organisation up to the Executive and liaising with a variety of internal and external stakeholders, • You welcome diverse perspectives, think rigorously and critically and aren’t afraid to challenge assumptions, • You’ve an open and curious mind, you are passionate about the intersection of banking and technology, and what we are doing here at Monzo excites you! Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating an inclusive and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! PQE is a guide only. 🌈 The interview journey has 3 key steps • Recruiter call (potentially followed by an initial call with the Head of Legal, Wealth Products), • Role specific interview, • Values interview You may also be asked to meet with key members of the Insurance and Legal teams after these stages for a ‘coffee chat’. Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on business-hiring@monzo.com. Your compensation package: 💰 c.£100,000 + base salary (subject to experience)➕ stock options ✅ We can sponsor visas 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London). ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team 📚Learning budget of £1,000 a year for books, training courses and conferences ➕And much more, see our full list of benefits _ #LI-DH1 #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

Independent Financial Adviser - Fully Remote Location: Fully Remote (UK-based) Salary: Competitive Basic + Bonus + Full Benefits Package ?? Client-Focused | Flexible Working | Strong Infrastructure NJR Recruitment is currently working with a well-established and forward-thinking wealth management business offering a rare opportunity for an experienced and self-sufficient IndependentFinancial Adviser to join their team on a fully employed, fully remote basis. This role is ideal for a high-calibre adviser who brings with them a transferable client bank and is looking for the structure, support, and long-term security of an employed model without the office commute. The Role: You will be responsible for managing and developing a portfolio of existing and new clients, providing high-quality financial advice across investments, pensions, protection, and retirement planning. Key Responsibilities: • Provide holistic financial advice to a diverse client base, • Manage and grow your portfolio with full compliance and service excellence, • Maintain strong ongoing relationships with clients, • Operate remotely with full access to support, systems, and compliance, • Collaborate with internal teams including paraplanning, admin, and marketing What We’re Looking For: • Level 4 Diploma in Regulated Financial Planning (minimum), • A proven track record of delivering compliant advice, • A transferable client bank that generates ongoing revenue, • Comfortable working independently in a fully remote environment, • Self-motivated, professional and client-focused What’s on Offer: • Employed role with competitive basic salary of up to 85% of ongoing fees, • Full remote working setup - flexibility without compromise, • Ongoing admin and paraplanning support, • Excellent Bonus Structure for New Business of 50%, • Modern tech stack and CRM systems, • Share Options with an excellent 5 year plan, • Enhanced Pension, • PMI, • Death In Service cover ?? If you’re an experienced adviser looking to combine flexibility with security — and want to bring your clients into a well-supported, fully remote environment — we’d love to speak to you. Apply today or contact NJR Recruitment for a confidential discussion quoting NJR15880

You’re not asking for the earth. But you’re level 4 qualified and ready to be an adviser. You’re fed up of false promises, glass ceilings and waiting around. The best way to learn is to do, but no one is giving you the chance. They are now. This business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 30 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll develop your own client base. And when you’re ready, you have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. In the meantime you'll get a proper income. In year one you'll earn £42,750 - £44,750 and that's without a sales bonus. It's a unique remuneration package that works like this: • A starting salary of £30,000 - £32,000 (depending on experience), • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards) Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment. There's an initial residential 4 week training course. You'll then join the team under the supervision of the Training & Competence department. They'll supervise everything you do until you achieve Competent Adviser Status. There's no throwing you in at the deep end here. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a stable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around. WHAT YOU'LL NEED Level 4 status via the CII, LIBF or CISI. It's as simple as that. Industry experience is useful but we've placed people who are level 4 and don't have experience. You could be a mortgage/protection adviser, paraplanner or administrator. Or you could be a second careerist. It's more about you than your background. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. -------------------------------------------------------------------------------------- Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Claims Executive - Financial Lines (Qualified Lawyer Experience Required) 12-Month Fixed Term Contract Leeds or London | Hybrid Working Full-Time | Part-Time | Flexible Working Competitive Salary Package & Bonus Haggerty Jaques is keen to speak to qualified lawyers who are looking for something different from the norm and are available to cover a period of maternity leave within a specialist complex insurance claims team. The Opportunity Instructed by our market-leading corporate insurance client, we are looking to recruit a qualified lawyer into a Claims Executive role that makes use of key legal skills and experience but in a completely different capacity. If you’re ready for a change, this could be the perfect opportunity. You’ll be managing high-value and often high-profile Financial Lines insurance claims for a sophisticated portfolio of corporate and financial institution clients. Acting as a trusted adviser throughout the claims journey, you’ll work closely with insurers, solicitors, loss adjusters and other stakeholders to secure the best possible outcomes for your clients. This is not a role in which you will advise on the law or legal processes; instead, it is an opportunity to use your legal knowledge, commercial judgement and relationship management skills in a client-facing advisory role. There will still be plenty of similarities with legal practice: • You’ll work with sophisticated, City-based corporate clients with long-standing relationships. You’ll manage complex, high-value claims from notification through to resolution. You’ll build trusted client relationships and become a key adviser throughout the claims process. You’ll collaborate with specialist colleagues and provide technical guidance where appropriate. You’ll work within a highly experienced and supportive team handling technically challenging matters. What makes this role different is that: • You’ll gain expertise within a fascinating area of the insurance market. You won’t record billable hours. Workloads are far more predictable, allowing you to manage your time effectively. You’ll enjoy genuine work-life balance in a collaborative environment with no long-hours culture. The Ideal Candidate This role would particularly suit current or former lawyers who enjoy working closely with corporate clients and are looking to apply their legal expertise in a different way. Whilst qualified lawyers are of particular interest, we’d also be pleased to hear from candidates with experience in Financial Lines claims, underwriting or loss adjusting who are looking for a client-focused advisory role. Experience of Directors’ & Officers’ (D&O) insurance would be advantageous but is by no means essential. We’re looking for someone who can demonstrate: • Strong client relationship and stakeholder management skills. Excellent communication, organisation and problem-solving abilities. A proactive, collaborative approach. A genuine commitment to delivering outstanding client service. Good Microsoft Office skills and a broad understanding of the insurance market. You can be based in or around Leeds or London, where our client’s offices are located. Hybrid working is offered, although regular office attendance will be required. What Else Should You Know? This role will cover a team member’s forthcoming maternity leave and it is hoped the successful candidate will join in November to allow for a comprehensive handover, although an earlier start may also be possible. Importantly, there is genuine potential for the role to become permanent as the business continues to grow. Training is tailored to each individual and begins from day one. You’ll receive excellent support from a highly experienced and welcoming team, many of whom have successfully made the same move from legal practice into insurance. Employee wellbeing is genuinely valued here and the culture is fun, friendly, supportive and collegiate. In return, you’ll enjoy: • Exposure to complex, high-value and often high-profile corporate claims. Structured onboarding and ongoing professional development. Flexible and hybrid working. A collaborative, highly respected team environment. Competitive salary, bonus and a comprehensive benefits package. Haggerty Jaques is exclusively instructed on this role. Any references to PQE are provided purely as a guide and should not deter candidates with the relevant skills and experience from applying. Haggerty Jaques is committed to promoting equality and diversity. We encourage applications from all qualified individuals, regardless of background.