Outstanding opportunity for an ambitious sales and recruitment professional to drive growth within the thriving financial services sectorAre you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive financial networks, helping qualified advisers discover a business model that truly puts their success first.Company OverviewThis company stands apart in financial services with a refreshingly honest approach – advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises.The RoleThis is where relationship building meets results-driven sales. You'll be the vital link connecting qualified financial advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self-employed advisers who value independence, competitive earnings, and comprehensive support.Primary Responsibilities:Identify and engage qualified financial advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential Skills and Experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of financial services beneficial, but full training provided for the right candidateWhy This Role MattersThe financial services landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees – a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network.What We Offer:Competitive base salary with uncapped commission structure – suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions:You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Financial Planner / IFASilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Existing client bank provided | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden.This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch.You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.Key Responsibilities
Conducting detailed reviews of clients’ financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing financial needsLiaising with providers, professional connections and internal teamsKeeping up to date with industry regulations and market developmentsProducing clear and compliant financial reports
About You
Level 4 Diploma qualified in Financial Planning (minimum requirement)Chartered status advantageous but not essentialPrevious experience as a Financial Adviser / Financial Planner / IFAStrong knowledge of pensions, investments, tax planning and protectionExcellent communication and relationship-building skillsProfessional, organised and client-focused approachAble to work independently whilst contributing positively to the wider team
What’s on Offer
£50,000 to £55,000 basic salary depending on experienceBonus structure + OTE £60,000+Existing client bank providedFull paraplanning and administrative supportEstablished pipeline and long-term client relationshipsSupportive and established business environmentGenuine long-term career prospectsAdditional benefits discussed at interview stage
Interested in this Financial Planner role? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial Planner / IFASilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Existing client bank provided | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden.This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch.You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.Key Responsibilities
Conducting detailed reviews of clients’ financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing financial needsLiaising with providers, professional connections and internal teamsKeeping up to date with industry regulations and market developmentsProducing clear and compliant financial reports
About You
Level 4 Diploma qualified in Financial Planning (minimum requirement)Chartered status advantageous but not essentialPrevious experience as a Financial Adviser / Financial Planner / IFAStrong knowledge of pensions, investments, tax planning and protectionExcellent communication and relationship-building skillsProfessional, organised and client-focused approachAble to work independently whilst contributing positively to the wider team
What’s on Offer
£50,000 to £55,000 basic salary depending on experienceBonus structure + OTE £60,000+Existing client bank providedFull paraplanning and administrative supportEstablished pipeline and long-term client relationshipsSupportive and established business environmentGenuine long-term career prospectsAdditional benefits discussed at interview stage
Interested in this Financial Planner role? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Supporting the mortgage adviser with client enquiries
Helping prepare mortgage cases and client documents
Speaking with clients, lenders, solicitors and estate agents
Booking appointments and following up with clients
Learning about the mortgage process from initial enquiry to completion
Assisting with mortgage administration and case trackingHelping clients understand what information and documents are required
Helping with general office administration
Updating systems and keeping client records organised
Providing a professional service to clients
Training:Level 3 Mortgage Adviser Apprenticeship Standard:
The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
Certificate in Mortgage Advice and Practice (CeMAP1,2,3) - awarded by The London Institute of Banking and Finance (LIBF)
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role
To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors
Training Outcome:
This apprenticeship is designed to give you a strong foundation in the mortgage and property industry
For the right person, there may be the opportunity to progress into a permanent Mortgage Adviser position with CAPC once the apprenticeship has been completed and the candidate has achieved CeMAP 1, 2 and 3
Employer Description:Christopher Allen Private Clients is a boutique mortgage and protection brokerage specialising in High Net Worth clients. Providing bespoke mortgage advice to assist with residential and buy to let purchases and re-mortgages.
Working closely with high street lenders, specialist providers and private banks to assist our clients in achieving their financial goals. Advisers have access to over 12,000 mortgages from more than 90 UK lenders, including exclusive deals only available through us.
CAPC has become one of the premium mortgage brokers for an increasing number of accountancy firms around the UK. This allows accountants to provide enhanced support services to their clients.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 4.30pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Team working,Enthusiastic to learn,Professional attitude,Well presented,Self motivated....Read more...
Paraplanner - Financial Planning Product SpecialistFintech Startup -Product & Technology BuildBasic Salary £60,000 to £70,000 DOELondon Based, Hybrid WorkingReady to use your financial planning expertise to help build the future of advice technology?Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment?We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated advice are delivered. Our mission is to make advice processes smarter, more efficient, more consistent and easier to scale.This is a rare opportunity to step away from a traditional adviser support role and apply your financial planning expertise in a completely different way.Working at the heart of our product development team, you will help shape innovative technology used by financial advisers, paraplanners and advice firms. Your real-world experience will directly influence how our platform is designed, built, tested and improved.If you are curious about technology, automation and the future of financial advice, this could be the perfect next step in your career.The RoleAs our Paraplanner / Financial Planning Product Specialist, you will act as the bridge between financial planning practice and technology development.You will work closely with our product, engineering, design and compliance teams, helping translate complex financial planning processes into intuitive technology solutions.Drawing on your experience within a regulated advice environment, you'll provide subject matter expertise across suitability reporting, fact-finding, recommendation processes, adviser workflows and Consumer Duty requirements.This is a genuinely influential role where your expertise will help shape the future direction of both our product and business.Responsibilities include:
Provide subject matter expertise on financial planning, paraplanning and regulated advice processesHelp define and improve end-to-end advice journeys within the platformSupport the design of suitability report templates, recommendation structures and client outputsTranslate adviser and paraplanner requirements into product features, workflows and user storiesWork closely with product managers, designers, engineers and compliance specialistsReview functionality for technical accuracy, usability and alignment with industry best practiceHelp develop workflows covering pensions, investments, protection, retirement planning and suitability requirementsIdentify opportunities for automation and process improvementSupport testing, product demonstrations and user feedback sessionsAssist in the creation of documentation, guidance materials and training content
The ideal candidateWe're looking for someone who combines strong technical financial planning knowledge with a genuine interest in innovation and technology.You will likely have experience as a:
ParaplannerSenior ParaplannerTechnical Support SpecialistFinancial Planning SpecialistSimilar role within a regulated financial advice environment
Essential Requirements
Diploma in Regulated Financial PlanningExperience within a UK regulated financial advice environmentStrong understanding of suitability reporting and recommendation processesKnowledge of Consumer Duty and FCA regulatory requirementsExperience across pensions, investments, protection and retirement planningStrong written communication and attention to detailAbility to explain complex financial planning concepts to non-specialistsComfortable working in a fast-moving and evolving environmentInterest in technology, automation and improving how advice is delivered
Desirable
Experience using financial planning software, CRMs or cashflow modelling toolsExposure to technology projects, process redesign or workflow automationInterest in product development, user testing or business analysis
This is not a client-facing advisory role and you will not be providing regulated advice to end clients.It is also not a traditional paraplanning support position. Instead, your expertise will directly influence how financial planning technology is designed, developed and brought to market.We offer the following:
Opportunity to shape a financial planning technology product from an early stageA highly visible role with genuine influence on product developmentExposure to product, engineering, design, compliance and startup operationsFlexible and hybrid working arrangementsSupport for professional development and relevant qualificationsA collaborative, innovative and fast-moving environmentCompetitive salary of £60,000 to £70,000 depending on experience
Interested? Apply now with your up to date CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Support existing admin staff
File post in and out of the office on back-office system
Scan and file paperwork
Update back-office systems
General office administration
Training:You will work towards your:
Level 3 Financial Services Administrator Apprenticeship.CF1 exam
Level 2 Functional Skills in English and maths (if required)
Training will be via Davies, virtually. 6-hours per week off the job training on average
Training Outcome:To remain with us and become either an adviser or paraplanner.Employer Description:Independent, whole of market financial advisers.Working Hours :Monday to Thursday 9am - 5pm
Friday 9am - 4pm.
Half hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
All aspects of new business- from gathering forms to processing transfers through to fruition
Arranging client withdrawals/ dealing instructions
Gathering client information as and when required
Meeting packs for all advisers
Client valuations/ illustrations
Meet and greet clients
Answering the phones as first point of client contact
Answering client queries
Back office database entry and maintenance
General office duties such as scanning, post in and out, tidying meeting rooms, making client drinks
Training:
You will access your training online from the employers site address
Training Outcome:
Support with all CII exams to aid progression
Looking to progress within either the administrative sector or adviser sector
Employer Description:Walden Capital is a Chartered Financial Planning & Wealth Management company providing inspired financial thinking, bespoke planning and an assured service to a number of private clients, families and businesses.
Our aim is to ensure that our clients received the best possible advice to enable them to build and protect their wealth in the most efficient manner. We offer an assured service which is highly personalised and truly professional.Working Hours :Monday to Friday, 9.00am- 5.30pm, with a 1 hour lunch.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Team working,Interest in Financial Services,Microsoft Office....Read more...
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident adviser.
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training:Mortgage adviser- Equal to Level 3 (A level).
Course contents:
The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements)
Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third-party product providers
An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people
The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals
Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements
Certificate in Mortgage Advice and Practice (CeMAP 1,2,3) - awarded by The London Institute of Banking and Finance (LIBF).The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the knowledge, skills and behaviours required to become competent in the role.To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors.Training Outcome:Full-time position available on completion of apprenticeship. Employer Description:Bower is one of the UK’s leading and long standing Equity Release advice companies, with over 20 years of award-winning advice plus a platinum 5-star Feefo customer experience 2026 rating.
Bower is a customer focused, social and eco responsible, financial services and lead generation company which goes above and beyond in the care of its customers and staff. Bower provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the Financial Conduct Authority (FCA). We also have a Wealth Management team able to offer Independent Financial Advice on pensions and investments where required.
Bowers enquiries are generated from its own web sites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement. Bower advises on standard residential mortgages, lifetime mortgages, all equity release products, later life mortgages, investment and pensions and general insurance products.Working Hours :Monday - Thursday, 09:00 - 17:30. Friday, 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Initiative,Growth mindset,Personal drive,Self confidence,Good work ethic,Excellent written skills....Read more...
Maintaining accurate and organised client records using Salesforce and Microsoft Office, including Word, Excel and Outlook
Preparing documentation to support financial advisers and client meetings
Communicating professionally with clients, providers and internal teams
Supporting the administration of client accounts, including record updates, service requests and follow-up actions
Helping ensure client information and processes are handled accurately, confidentially and in line with regulatory requirements
Actively partaking in weekly online apprenticeship workshops and applying your learning in the workplace
Training:
We are set up to enable your success throughout and as such you will be fully supported through a Level 3 apprenticeship programme, with weekly online training workshops, on-the-job learning and guidance from experienced colleagues
You will also be part of a colleague buddy scheme to help further support your transition into the working world.
You will learn the basics of working in a professional office environment and over time, you will build specialist knowledge of financial services administration, client service, compliance, systems and adviser support
Training Outcome:
Successful apprentices could go on to be Financial Services Administrators, Paraplanners or Advisers
Employer Description:Franklyn provides financial planning tailored to each individual's needs, ensuring a personalized approach to wealth management. Our services focus on preserving and growing wealth, managing assets efficiently, and protecting individuals from financial risks. Through expertise and experience, Franklyn supports clients in making the right financial decisions for their future. Based in Congleton, we pride ourselves on building lifelong relationships with our clients and partnering with trusted organizations such as Stoke City FC and Sale Sharks Rugby Club.Working Hours :Monday - Friday, 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Positive attitude,Willingness to learn,Good time management,Able to work independently....Read more...
Prepare and submit letters of authority to providers and chasing these through to completion, alongside summarising the information for Financial Advisers
Liaising with product providers to obtain valuations, quotes, and other information for Financial Advisers
Preparing simple annual review letters for clients
Submitting protection applications, bereavement claims, and bond assignments and surrenders, and chasing these through to completion
Processing risk questionnaires and providing Advisers with results
Responding to client queries professionally via telephone and email and greeting visiting clients
Answering all incoming calls and accurately taking information and notes to pass on messages promptly
Managing meeting room bookings
Handling all incoming and outgoing post and distributing this as required
Sending out client satisfaction surveys
Binding reports and preparing documents as required for adviser appointments
Ensuring all relevant compliance, internal business documents, and provider documents are completed and held on the firm’s back-office system
Ensuring all tasks are carried out and completed in line with company policies and procedures as well as all compliance and legislative requirements
Dealing effectively with colleagues, product providers, and third parties
Supporting the wider Support Team, including providing assistance where required
Proactively contributing towards building your own knowledge and experience in financial planning advice and the financial planning industry
Reasonable ad-hoc and other duties, as required by the company
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training Outcome:This apprenticeship offers the opportunity to build a long-term career within the financial services sector. Subject to successful completion, there is the potential for a permanent position, further professional qualifications and progression into senior administrative, paraplanning or financial planning roles. We are committed to supporting ongoing learning and development within a friendly and supportive team environment.Employer Description:Red IFA are an independent Financial Services Group Practice located within the Midlands who specialise in all areas of financial planning for both corporate and individual clients all over the UK.
Red IFA are directly authorised by the Financial Conduct Authority as such their services are of the highest standard.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Professional and friendly,Reliable and dependable,Interest in Financial Services,Long term career plans....Read more...
Job Description:
Our client, a leading regulated financial services organisation, is seeking an experienced Marketing Operations & Insights Manager to join their team in Newcastle on a permanent basis. This role allows for hybrid working (3 days per week in the office).
This is a key role within the marketing function, responsible for driving operational excellence, embedding a data-led approach to decision making, and ensuring marketing activity is delivered efficiently, effectively and within governance frameworks. The successful candidate will lead the development of customer and adviser insight programmes, oversee marketing performance reporting, and support strong customer outcomes through effective risk and Consumer Duty oversight.
Skills/Experience:
Strong experience in marketing operations, marketing planning and marketing analytics.
Experience designing and delivering qualitative and quantitative customer research programmes.
Strong understanding of governance, risk and regulatory requirements, including Consumer Duty.
Experience managing marketing budgets and monitoring campaign ROI.
Strong analytical and commercial mindset with the ability to translate data into actionable insight.
Experience managing external suppliers, agencies and research partners.
Excellent stakeholder management and communication skills.
Highly organised with strong attention to detail and the ability to manage multiple priorities.
Core Responsibilities:
Support the optimisation of marketing activity across multiple channels through effective marketing planning and delivery.
Embed consistent marketing processes, governance frameworks and controls to enable efficient and scalable campaign execution.
Support the effective use of marketing technology and tools to improve operational efficiency and performance.
Develop and own a structured customer and adviser insight capability across the marketing function.
Design and deliver qualitative and quantitative research programmes, including surveys, interviews, panels and testing initiatives.
Translate customer and market data into commercially relevant insights to improve engagement, campaign effectiveness and decision making.
Manage external research agencies and supplier relationships.
Own marketing performance tracking and reporting, providing clear visibility of campaign effectiveness and business impact.
Monitor campaign ROI and support investment decisions through robust performance analysis.
Embed and oversee key risk and Consumer Duty metrics across marketing activity to support positive customer outcomes.
Ensure marketing activity operates within defined governance frameworks, maintaining approvals, controls and audit trails.
Identify, assess and manage risks across marketing campaigns and communications, working closely with Compliance and Risk teams.
Support the planning, monitoring and control of the marketing budget, ensuring spend is aligned to strategic priorities.
Partner with marketing, data, product, compliance and project teams to ensure alignment with wider business objectives.
Benefits:
Highly competitive salary.
Discretionary bonus.
Wider benefits package.
Hybrid working environment.
Opportunity to join a growing and innovative financial services organisation.
Excellent career development opportunities.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16516
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
The administration role is expected to last for a minimum of 18 months and includes:
Answering incoming client telephone calls
Setting up meetings for advisers and clients
Attending the quarterly team meeting and taking minutes
Inputting and maintaining accurate information relating to the advice process and clients
Gathering policy information and adding details to our back office system
Processing incoming post
Preparing valuation letters for clients
Providing administration support to advisers in order to support the flow of the initial and ongoing advice processes
Contributing ideas for enhanced administration processes
Adhering to regulatory requirements and code of conduct
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training Outcome:Following completion of the administration apprenticeship, we will look to enrol you on the paraplanning apprenticeship. The paraplanning role is expected to last for a minimum of 18 months and includes:
Researching suitable products that align with the advisers' recommendations
Completing cashflow modelling
Ensuring client fact finds contain all relevant and accurate information
Completing research for pensions, investments, and protection recommendations as well as inheritance tax planning solutions
Writing suitability reports for advisers to present to clients
Contributing ideas for enhanced paraplanning processes
Adhering to regulatory requirements and code of conduct
On completion of the above two stages, your progression and future focus will be discussed, including whether you want to proceed to become a trainee financial adviser. At which point, your journey towards your chosen area in financial services can begin.Employer Description:A chartered financial planning firm offering independent financial advice to retail customers. Our advice is personalised to the needs and objectives of our clients, and we work with them to create a long lasting relationships to support them through their early years of accumulating funds, and retirement when they may need to withdraw funds. We advise on pensions, investments, protection, and inheritance tax planning.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working,Initiative,Good time keeping....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.The CompanyThis dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.Your RoleAs an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory ServicesThe wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
