Administrative work.
Booking appointments.
Chasing mortgage lenders
Chasing solicitors
Updating clients.
Training:
The apprentice will be trained at our head office by our head of case management whilst on the job.
Training Outcome:
We will support the right candidate through their CeMap qualifications to become a mortgage advisor.
Employer Description:HFA – Mortgage & Protection are Wigan’s top rated Mortgage Brokerage. Located just outside of Wigan town center, they are a growing team of friendly professionals working to exceed their client’s expectations.Working Hours :Monday – Friday 9am-5pm.
1 hour lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Administrative work.
Booking appointments.
Chasing mortgage lenders
Chasing solicitors
Updating clients.
Training:
The apprentice will be trained at our head office by our head of case management whilst on the job.
Training Outcome:
We will support the right candidate through their CeMap qualifications to become a mortgage advisor.
Employer Description:HFA – Mortgage & Protection are Wigan’s top rated Mortgage Brokerage. Located just outside of Wigan town center, they are a growing team of friendly professionals working to exceed their client’s expectations.Working Hours :Monday – Friday 9am-5pm.
1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
? Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
? Assessing client needs and recommending appropriate solutions aligned with their financial goals
? Following a structured advice process to ensure suitability, clarity, and compliance
? Staying up to date with relevant industry guidelines and maintaining internal compliance standards
? Working proactively to support lead conversion and contribute to business growth
What we are looking for:
? Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
? At least 2 years of experience in protection advisory within the UK
? Familiarity with regulatory standards and compliance expectations in financial services
? A background in financial or mortgage advisory services
? CeMAP qualification (preferred)
What's on offer:
? Competitive salary
? Good Commission scheme
? Hybrid working options
? Company pension scheme
? Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this r....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
* Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
* Assessing client needs and recommending appropriate solutions aligned with their financial goals
* Following a structured advice process to ensure suitability, clarity, and compliance
* Staying up to date with relevant industry guidelines and maintaining internal compliance standards
* Working proactively to support lead conversion and contribute to business growth
What we are looking for:
* Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
* At least 2 years of experience in protection advisory within the UK
* Familiarity with regulatory standards and compliance expectations in financial services
* A background in financial or mortgage advisory services
* CeMAP qualification (preferred)
What's on offer:
* Competitive salary
* Good Commission scheme
* Hybrid working options
* Company pension scheme
* Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
What you’ll do:
Support senior advisors in providing holistic financial planning for clients
Assist with research, analysis, and preparation of client reports
Learn to build and maintain long-term client relationships
Attend client meetings (with support) and assist with follow-up actions
Develop your knowledge of pensions, investments, tax planning, protection, and mortgages
Ensure all work meets FCA regulatory requirements and Consumer Duty standards
Training:Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard:
These financial advice apprenticeships typically include expert-led instruction, mentorship, and real-world application, allowing apprentices to develop a comprehensive understanding of the financial advisory profession
Successful completion of the Financial Adviser Apprenticeship leads to the industry recognised qualification Diploma for Financial Advisers (DipFA) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career
Training Outcome:
Clear career path from trainee to fully qualified Financial Advisor, with the opportunity to progress to Chartered status
Employer Description:ADNFC Wealth Management
ADNFC Wealth Management—operated by Clayton Holmes Naisbitt Financial Consultancy LLP—is an independent, chartered wealth advisory firm authorised and regulated by the FCA
ADNFC Financial / ADNFC Mortgages
ADNFC Mortgages is the trading brand of Andrew Nolan Mortgages Ltd, also FCA-authorised, specialising in delivering bespoke mortgage and protection solutionsWorking Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Ready to take your residential conveyancing career to the next level with a forward-thinking and client-focused legal team?
We are working with a well known and respected law firm, recognised for their client focused and forward-thinking approach. They are seeking a Residential Conveyancer to join their team in the Bradford offices
What’s in it for you?
A genuinely supportive team – work alongside experienced colleagues who value collaboration, not competition
Competitive salary – great salary+ benefits package
Stability and respect – join a well-established firm with a strong local presence and a reputation for quality service
The role:
As a Residential Conveyancer, you will manage your own caseload of residential property transactions, acting as a trusted advisor to a broad client base. You’ll work collaboratively with the wider team, contributing to a smooth, efficient process that puts client satisfaction front and centre. The role offers scope to develop your expertise in conveyancing while benefiting from flexible working options and a great office environment.
Key Responsibilities:
Manage a varied caseload of residential property transactions, from initial instruction to completion
Liaise with clients, estate agents, mortgage brokers, and other professionals to ensure smooth progress
Provide clear, practical advice tailored to client needs and circumstances
Identify and manage risks and issues as they arise, escalating when necessary
Maintain accurate and timely case records and ensure compliance with regulatory requirements
Collaborate with colleagues to continuously improve processes and client experience
About you?
The ideal candidate will be an ambitious and detail orientated. You will have:
You are a qualified Residential Conveyancer with proven experience handling a broad range of property transactions
You’re organised, proactive, and able to manage multiple files efficiently
If you would like to find out more about this Residential Conveyancer role in Leeds, get in touch with Kieran Wallace on 0113 467 9797 or another member of the Private Practice team at Sacco Mann. References to PQE are simply given as a guide and we are of course happy to chat with anyone who possesses the relevant skills and would like to learn more.....Read more...
