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  • South East: / Kent
  • £20,000 to £30,000
  • Ref. MS47730

Chartered Financial Planners based in Maidstone (delivering a professional and specialised service to individuals and businesses), looking for an experienced/qualified Paraplanner. Working with a small team of Financial Advisers to collectively provide excellent standards of client service, the Paraplanner will conduct detailed research on clients' existing and potential arrangements.

More info on this Paraplanner

Financial Services Administrator/Paraplanner

  • West Midlands: / Staffordshire
  • £25,000 to £30,000
  • Ref. MS47733

An exciting opportunity for a skilled/experienced Financial Services Administrator to join a well-established fast-paced IFA practice - supporting a Managing Director (Chartered status) whilst working within an administration team. The practice provides advice to high net worth individuals, company directors and corporate investors.

More info on this Financial Services Administrator/Paraplanner

Business Development Consultant

  • North West / North Wales: / Cheshire
  • £20,000 to £25,000
  • Ref. MS47420

Business Development Consultant sought to support the achievement of required volumes of business written (new and retention), generation of new business lead opportunities and all corporate KPIs and targets for new business development, mix of business and existing business retention. Accountabilities Support delivery of all sales plans - maintaining existing and developing increased new business levels from Authorised Intermediaries.

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  • South East: / Buckinghamshire
  • £20,000 to £21,000
  • Ref. MS47731

Established IFA looking for a full time highly motivated PA/Administrator with a friendly, confident manner who has the ability to ensure work will be handled with discretion and confidentiality. Candidates must have previous experience in a Financial Services background and have a proven ability to work under pressure, prioritising demanding workloads.

More info on this PA/Administrator


  • Yorkshire: / West Yorkshire
  • £25,000 to £35,000
  • Ref. JAM47715

A new vacancy has arisen for a Paraplanner to join a renowned professional Retirement Planning Specialist based in East of Leeds. You will be responsible for researching whole of market for the Advisers on a case by case basis to determine and deliver the most appropriate solution and provider and constructing Suitability Reports and Annual Review letters for Adviser sign off.

More info on this Paraplanner

Liability Claims Handler

  • North West / North Wales: / Greater Manchester / Cheshire
  • £26,000 to £28,000
  • Ref. RDT47718

Experienced Liability Claims Handlers sought to join an existing team, effectively handling liability insurance and commercial property claims, achieving the most economical settlement at the earliest practical time, to support income and profit objectives.   Main tasks include: reserve accurately in accordance with the reserving philosophy and reflecting liabilities; frequently reviewing and amending reserve; implementing proactive measures to drive each case; providing Underwriters with sufficient information and appoint panel Loss Adjusters where necessary.

More info on this Liability Claims Handler

Liability Claims Team Leader

  • North West / North Wales: / Greater Manchester / Cheshire
  • £30,000 to £35,000
  • Ref. RDT47720

Liability Claims Team Leader role involves leading, motivating and supporting a team to successfully deliver an outstanding level of service. You will need to have strong people management and communication skills and experience of handling large and complex liability claims is desirable.

More info on this Liability Claims Team Leader

Commercial Account Handler

  • Yorkshire: / West Yorkshire
  • £18,000 to £23,000
  • Ref. JMO47706

A new vacancy has arisen within this general insurance broker in Leeds for an experienced Commercial Account Handler to join the team to support rapid growth plans.  If you have experience in broking and want to move your career to the next level look no further.

More info on this Commercial Account Handler

Business Development Manager

  • Yorkshire: / West Yorkshire
  • £40,000 to £80,000
  • Ref. JAM47722

A new vacancy has arisen for a Business Development Manager to join a progressive financial planning practice based in West Yorkshire.  The role is to be shared between both sides of the business which incorporate the independent division and the other aligned with St James' Place.

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Junior/Senior Paraplanners

  • East Midlands: / Nottinghamshire
  • £25,000 to £31,000
  • Ref. JAM47716

New vacancies have arisen for a Junior Paraplanner and a Senior Paraplanner to join a nationwide independent financial planning business based in Nottingham.You will be responsible for researching whole of market for the Advisers with a particular bias towards protection and pension work and no technical focus with investments.

More info on this Junior/Senior Paraplanners

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