field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

Position: Mortgage &amp; Protection Administrator Location: Horsham, West Sussex Salary/package: Up to £26,500 + Bonus + 25 days' annual leave + Pension + Study Support + Free Parking + Career pathway to become a Mortgage &amp; Protection Adviser YOUR NEW COMPANY Our client is an award-winning, market-leading UK financial advice network. Founded over 30 years ago, the company has over 100 people supporting its network members and their clients by offering business support, compliance guidance and model portfolios. The company's headquarters is based in Horsham, West Sussex. THE ROLE Due to expansion within the Mortgage Team, a need has arisen for a Mortgage &amp; Protection Administrator. Based at the firm's HQ in Horsham, and reporting to the Operations Manager, the Mortgage &amp; Protection Administrator's key duties will include: <ul> <li>Provide full administration support to all Mortgage Advisers</li><li>Assist all Mortgage Advisors with any general queries</li><li>Ad hoc support to the general department when required</li><li>Ensure awareness and compliance of regulatory responsibilities</li><li> Ensure that all advisers supply a full compliant file to the administration team before processing any new business</li><li>All clients' details being entered into the firm's back office system</li><li>Submit mortgage and protection to providers on line (via providers website) or by post</li><li>Chase providers on the progress of business in a timely and effective manner</li></ul> REQUIREMENTS Candidates interested in the Mortgage &amp; Protection Administrator vacancy will require the following: <ul> <li>Mortgage and Protection experience (ideally from a Financial Planning firm or IFA)</li><li>Must have experience of processing Mortgage and Protection Applications (essential) </li><li>Possess excellent communication skills</li><li>Live a commutable distance from Horsham</li></ul> REMUNERATION / PACKAGE The package for the Mortgage &amp; Protection Administrator vacancy is as follows: <ul> <li>Up to £26,500</li><li>Annual bonus</li><li>25 days' annual leave</li><li>Pension</li><li>Study Support</li><li>Free Parking</li><li>Career pathway to become a Mortgage &amp; Protection Adviser</li></ul> NEXT STEPS If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements. Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning Wealth Management and Employee Benefits Recruitment.

Mortgage & Protection Administrator

HNW Mortgage Adviser - (Guildford, Horsham &amp; Haywards Heath) Location: Guildford, Horsham &amp; Haywards Heath (Hybrid)Salary: Up to £40k (including car allowance) Uncapped Commission (No threshold)Are you a driven and professional Mortgage Adviser with a proven track record of working with high-net-worth clients? This is your chance to join a renowned and established mortgage brokerage, managing prestigious estate agency relationships in the Guildford, Horsham and Haywards Heath areas.About the Role:As a Mortgage Adviser, you'll be the go-to expert for high-net-worth clients referred through a respected branch network. You'll provide tailored mortgage and protection solutions while building strong relationships with estate agency staff and clients.Key Responsibilities:<ul><li>Manage and develop client relationships within assigned offices.</li><li>Provide expert mortgage and protection advice to high-net-worth clients.</li><li>Offer a wide range of financial products and solutions to meet client needs.</li><li>Work closely with estate agency teams to maximise lead opportunities.</li></ul>What We're Looking For:<ul><li>Qualifications: CeMAP qualified (or equivalent).</li><li>Experience: Previous experience as a mortgage adviser.</li><li>Skills: Strong knowledge of protection products and solutions.</li><li>Attributes: Professional, target-driven, and excellent relationship-building skills.</li></ul>What's on Offer:<ul><li>Competitive Salary: Up to £40k, including car allowance.</li><li>Uncapped Commission: Tiered structure for unlimited earning potential.</li><li>Benefits: Pension, private medical cover, and employee discounts.(Depending on package)</li><li>Lead Source: High-quality leads provided through the branch network.</li><li>Career Progression: Exceptional opportunities for growth and development.</li></ul>This role combines the stability of working with an established brokerage and the excitement of collaborating with a prestigious estate agency partner. You'll have the flexibility of hybrid working, alongside the opportunity to manage premium client portfolios in desirable locations. This is also a Monday - Friday role.Take the Next Step:If you're ready to elevate your career and work with high-net-worth clients, we'd love to hear from you!

HNW Mortgage Adviser - (Guildford, Horsham, Haywards Heath)

Job Title: Financial ParaplannerHours: Monday-Friday, 9 am-5 pmLocation: Horsham (Office-based)Job Type: Full TimeAbout Our ClientOur client is a well-established, forward-thinking financial services firm based in Horsham. With a strong reputation for providing high-quality financial planning, they place collaboration, support, and career development at the heart of what they do.As a Paraplanner, you will play a key role in supporting a team of 5 advisers, 2 of which work solely on protection. The role involves working closely with fellow paraplanners, and benefitting from full IFA administrative support. This structure allows you to focus on what you do best-technical analysis and planning-while also giving you the chance to develop your skills and progress towards an advisory role in the future.The RoleYou will be responsible for providing high-quality technical support to a team of five advisers, two of whom work exclusively on protection advice, ensuring financial plans are both accurate and client-focused. Your responsibilities will include:<ul><li>Working collaboratively with advisers to prepare detailed financial plans and reports.</li><li>Collecting and analysing client data (income, expenditure, assets, liabilities, insurance, investments).</li><li>Producing retirement projections, cash-flow models, and insurance assessments using financial planning software (e.g., Voyant).</li><li>Undertaking product and fund research to support recommendations.</li><li>Ensuring all work is fully compliant with regulatory and internal requirements.</li><li>Maintaining accurate client records in CRM and planning systems.</li><li>Supporting advisers with ad-hoc administrative tasks where required.</li></ul>About YouThe ideal candidate will have experience as a paraplanner and would be someone who enjoys working as part of a team, with access to strong support and opportunities for progression. You will have:<ul><li>Previous experience in a financial planning or wealth management environment.</li><li>Broad knowledge of financial services products.</li><li>Confidence in contributing to the advice process.</li><li>Excellent analytical skills and strong attention to detail.</li><li>Clear written and verbal communication skills.</li><li>Strong organisational and time-management abilities.</li><li>Industry recognised qualifications are desirable but not essential</li></ul>What's on OfferIn return, our client provides a supportive and rewarding environment with:<ul><li>Competitive salary with bonus potential.</li><li>Pension scheme.</li><li>Death in Service and Income Protection.</li><li>23 days holiday (increasing to 25).</li><li>Full IFA administrative support to free up your time for paraplanning.</li><li>A collaborative team of paraplanners and advisers to share knowledge and best practice.</li><li>Clear progression opportunities, including support to develop into an advisory role.</li></ul>

Financial Paraplanner

We are recruiting for a global leading financial services pensions and employee benefits organisation who are committed to foster the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organisation and employer never stands still, in a company culture that is agile and that will invest in your career development. They now have a number of fully remote based opportunities for Senior Pension Administrators that will allow you to further develop your technical knowledge, while supporting our service delivery to both clients and individual members. The roles will see you play an important part in: <ul> <li>A variety of administration activities connected to the running of a pension scheme, including leavers, data changes, setting up benefits into payment, general policyholder enquiries and annual scheme updates</li><li>Performing pensions calculations, with the support of your team, entering pensions data or answering enquiries</li><li>Working as part of a team, collaborating to continuously improve processes and service to clients</li></ul> Possessing proven experience in pension's administration, with an emphasis on Defined Benefit arrangements, you will be someone with who is numerate and comfortable working in a numbers based role, coupled with being organised and who is able to work and collaborate as part of a team Offering an excellent remuneration and benefits package further information is available on application

Senior Pension Administrators - Hybrid Working

<ul><li>Senior Paraplanner Vacancy </li><li>Boutique financial advice firm - Horsham offices</li><li>Supporting established advisers</li><li>£40k - £50k plus bonuses and benefits</li><li>Experience is valued more than qualifications for this role</li></ul>The BusinessMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+.The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.The RoleThe Managing Director is creating a brand-new role for a Paraplanner who will be responsible for the end to end technical work, working alongside 2 other paraplanners. The advisers are generating lots of new business via referrals from their exiting clients. The team are incredibly busy and need someone who doesn't need training and is an established paraplanner. You will have a broad range of knowledge across pensions, investments, tax planning, retirement planning, protections and the occasional esoteric scheme. Experience is more important than qualifications they value experience doing the role as opposed to qualifications gained, so you do not need to be studying towards the level 4 diploma.If this role sounds of interest or any other roles I am working on please get in touch.

Senior Paraplanner

ParaplannerUckfield£42,000 - £45,000 plus benefitsAre you open to developing your career as a Paraplanner, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Grimsby.The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.The key duties of the role will include:<ul><li>Writing Financial Planning Reports that our Planners present to clients.</li><li>Supporting the Planners by conducting research on products and helping find the right solutions for our clients.</li><li>Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.</li><li>Arranging for plans to be submitted to provider companies.</li><li>Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.</li><li>Preparation of client review packs.</li><li>Illustration requests.</li><li>Keep up to date with financial products and legislation.</li><li>Comply with all company and industry guidelines, rules and regulations.</li></ul>For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .

Paraplanner

This opportunity is presented by a leading wealth management firm in Brighton. If you're an experienced Wealth Planner with a proven track record of working with high-net-worth (HNW) clients and are looking to take your career to the next level, we'd love to hear from you. This is an excellent chance to join a firm that values client-centric advice, integrity, and professional growth. The Role: As a Senior Wealth Planner, you will be responsible for delivering tailored financial planning and wealth management services to a portfolio of HNW clients. You will be expected to build long-term relationships, demonstrate deep technical expertise, and work alongside a dynamic team of advisers to provide holistic financial solutions. Key Responsibilities: <ul> <li>Deliver bespoke financial planning services to HNW individuals and families, covering investments, pensions, tax planning, and estate planning.</li><li>Maintain and grow relationships with existing clients, ensuring a high level of client retention and satisfaction.</li><li>Develop new business through referrals, professional network, and strategic partnerships.</li><li>Provide clear and concise financial advice that aligns with clients' long-term financial goals and aspirations.</li><li>Collaborate with internal teams and support staff to deliver seamless client experiences.</li><li>Uphold the highest ethical standards in all dealings, ensuring a client-first approach in every situation.</li></ul> The Ideal Candidate: <ul> <li>Extensive experience in wealth management, with a strong track record of working with HNW clients.</li><li>Demonstrated ability to deliver tailored, client-centric financial planning and wealth management services.</li><li>Strong business development skills, with an established professional network that can generate referrals and business opportunities.</li><li>Ethical, client-focused, and highly professional, with a commitment to upholding the highest standards in all client interactions.</li><li>A passion for collaboration and continuous professional growth.</li><li>Chartered status.</li></ul> What's on Offer: <ul> <li>Salary: Up to £120k, based on experience.</li><li>Competitive benefits package.</li><li>Opportunities for career progression and development within a growing firm.</li><li>A collaborative and supportive team environment where your contributions will be valued.</li></ul> If you are a Senior Wealth Planner looking to elevate your career within a reputable firm that prioritises clients and ethics, we want to hear from you. This role offers the chance to work with a prestigious client base while enjoying a clear path for career development. To apply, please send your CV to Jo at Financial Divisions.

Senior Wealth Planner, Up to £120K (DOE), Brighton

This is a fantastic opportunity presented by a leading wealth management firm based in Brighton. If you're a Diploma-qualified financial professional with experience as a Senior Paraplanner or a Junior Chartered Adviser, and you're looking to progress within a growing, client-focused firm, this role could be a perfect fit for you. The Role: As a Junior Wealth Planner, you'll be working alongside senior wealth managers to provide comprehensive, tailored financial planning advice to high-net-worth individuals and business owners. This is a client-facing role, where you'll play an integral part in supporting and advising clients across a range of financial matters, including pensions, investments, tax, and estate planning. Key Responsibilities: <ul> <li>Collaborate with senior wealth managers to deliver holistic financial advice to clients.</li><li>Prepare and present detailed financial plans, reports, and strategies.</li><li>Assist in managing a portfolio of clients, ensuring high levels of service and regular reviews.</li><li>Attend client meetings and contribute to strategic discussions.</li><li>Continuously develop your skills and technical knowledge, with full support for career progression.</li></ul> The Ideal Candidate: <ul> <li>Diploma-qualified in Financial Planning (or equivalent).</li><li>Experience as a Senior Paraplanner or Junior Chartered Adviser looking to move into a wealth planning role.</li><li>Strong technical knowledge across pensions, investments, tax, and estate planning.</li><li>Excellent communication and interpersonal skills, with the ability to engage with clients.</li><li>Ambitious and eager to progress within a supportive, client-focused firm.</li><li>Comfortable working in an office-based role, 5 days a week in Brighton.</li></ul> What's on Offer: <ul> <li>Salary: Up to £60,000 depending on experience.</li><li>Career progression opportunities with a clear pathway to more senior wealth management roles.</li><li>Full study support for achieving Chartered status or other relevant qualifications.</li><li>A collaborative and supportive team environment, where your growth and development are encouraged.</li></ul> If you're ready to take the next step in your career and progress within a leading wealth management firm, please send your cv to Jo at Financial Divisions.

Junior Wealth Planner, Up to £60,000 (based on experience), Brighton (office-based, 5 days per week)

Our client has offices from the south coast up to Scotland.We are recruiting for their Hove office.They are one of the market leaders for Retirement Planning, Wealth Management and mortgage options.They require an experienced Client Manager.Key Responsibilities Administration Managing a portfolio of clients and maintaining accurate client records. Preparing client files for meetings, including gathering relevant documentation and reports. Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers. Handling the submission and processing of new business applications for all types of financial products. Liaising with product providers to ensure applications are processed efficiently and following up to track their progress. Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks. Maintaining and updating the firm's back-office systems with client details, transactions, and investment updates. Ensuring the integrity and security of client data. Suitability and Document Preparation Preparing illustrations and basic suitability reports for clients based on financial advisers' recommendations. Excellent Benefits.Please apply on-line or contact Cameron James.

IFA Client Manager

Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove.The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser and the rest of the Administration team.Areas of responsibility:Preparing and maintaining the client file<ul><li>Check all compliance paperwork is present.</li><li>Confirm client risk profile is determined.</li><li>Discuss client objectives with planner.</li><li>Identify and obtain the information necessary to compile financial cashflow forecast.</li><li>Compile draft net worth statement, income and expenditure statements and financial cash-flow forecast and discuss with planner.</li><li>Preparing recommendations </li></ul>Identify areas for planning.<ul><li>Undertake research, both independently and with the Financial Adviser to identify suitable solutions to meet clients' needs.</li><li>Prepare information/comparisons for analysis by planner.</li><li>Liaise with clients' legal and tax advisers (if applicable).</li><li>Consider current and future allocation of assets for investment strategy with regard to client risk profile.</li><li>Prepare draft recommendation reports to be discussed/signed off by planner.</li><li>Implementing recommendations</li></ul>Prepare suitability letters in accordance with the agreed recommendations.<ul><li>Complete application / proposals forms.</li><li>Ensure all compliance paperwork is in order.</li><li>Make changes to clients' investments as instructed.</li><li>Implement the chosen investment strategies.</li></ul>Review <ul><li>Act as the main point of contact and deal effectively with queries from clients and other parties through effective communication.</li><li>Establish and build strong relationships with clients and attend client meetings with Adviser if required.</li><li>Organise future planning meetings with client.</li><li>Review investment portfolio, asset allocation, risk profile, etc.</li><li>Send planning figures to client for update and revision in preparation for next meeting.</li><li>Initiate review meetings with clients.</li></ul>ResponsibilitiesAssist the Financial Adviser/Planner in establishing new client relationships.<ul><li>Assess clients' financial circumstances.</li><li>Prepare financial statements to support the development of clients' financial strategies. This may involve the use of Financial</li><li>Planning software tools, such as O&amp;M Profiler Analytics.</li><li>Carry out research and analyse products and services that are appropriate to each client's financial circumstances.</li><li>Propose and draft financial solutions that meet clients' goals, needs and objectives.</li><li>Assist with the accurate completion of application and proposal forms.</li><li>Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.</li><li>Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.</li><li>Develop productive working relationships with colleagues and clients throughout the financial services environment.</li><li>Adhere to FCA rules and guidance.</li><li>Act ethically, impartially and always in the best interests of clients.</li><li>Meet the FCA (formerly FSA) Treating Customers Fairly requirements.</li></ul>Please submit a copy of your CV to Sam at Artemis Recruitment.

97 Private Banking Jobs in Burgess Hill, UK