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An opportunity has arisen for a Marketing Automation Specialist to join a respected investment firm specialising in sustainable and impact-focused investing, targeting sectors such as renewable energy, water management, and waste solutions.
As a Marketing Automation Specialist, you will be instrumental in advancing and automating marketing operations while supporting high-quality client reporting across global markets.
This role offers benefits, hybrid working options and a competitive salary.
You will be responsible for:
? Managing, enhancing, and innovating the marketing automation platform to improve workflows and marketing output.
? Developing and refining SQL queries, PowerQueries, and exploring API integrations to enable efficient content delivery.
? Keeping up to date with emerging automation tools and features, applying relevant advancements to improve processes.
? Providing technical guidance and training to the wider production team on automation best practices.
? Maintaining and evolving the client reporting system to ensure accuracy, compliance, and timely delivery.
? Overseeing updates to marketing and reporting materials, including presentations, strategy documents, fund updates, and video content.
? Leading and contributing to both tactical and strategic marketing projects in partnership with senior leadership.
What we are looking for:
? Previously worked as a Marketing Automation Specialist, Marketing Automation Manager, Marketing Operations Analyst, Marketing Manger, Marketing Technology Specialist, Marketing Operations Specialist, CRM Manager or in a similar role.
? Demonstrated expertise with Seismic or similar marketing automation platforms.
? Advanced PowerPoint and Excel capabilities with strong data presentation skills.
? Experience in financial services, ideally within asset management.
? Degree-level education or equivalent is advantageous.
? Relevant professional qualifications in finance or marketing are de ....Read more...
Type: Permanent Location: London
Start:
Duration:
Salary / Rate: 40000-70000 Per Annum
Posted: 2025-08-15 17:28:41
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An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
? Delivering professional and personalised mortgage advice via virtual and in-person consultations
? Recommending suitable insurance and protection products
? Managing and developing relationships with existing clients to generate repeat business
? Liaising with a range of lenders to secure competitive offers
? Meeting and exceeding agreed performance targets
? Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Have experience in mortgage advisory and writing mortgage business
? CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
? Demonstrable experience in mortgage advising
? Proven track record of achieving sales targets
? Strong ability to build rapport and maintain client relationships
What's on offer:
? Competitive salary
? Uncapped commission
? Hybrid working option for experienced candidates
? 33 days annual leave (including bank holidays), increasing with service
? Additional day off for your birthday
? Company profit share scheme
? Holiday commission
? Pension, life insurance, and private medical healthcare
? Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the ....Read more...
Type: Permanent Location: Thanet
Start:
Duration:
Salary / Rate: 28000-60000 Per Annum
Posted: 2025-08-14 10:53:39
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An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
? Delivering professional and personalised mortgage advice via virtual and in-person consultations
? Recommending suitable insurance and protection products
? Managing and developing relationships with existing clients to generate repeat business
? Liaising with a range of lenders to secure competitive offers
? Meeting and exceeding agreed performance targets
? Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Have experience in mortgage advisory and writing mortgage business
? CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
? Demonstrable experience in mortgage advising
? Proven track record of achieving sales targets
? Strong ability to build rapport and maintain client relationships
What's on offer:
? Competitive salary
? Uncapped commission
? Hybrid working option for experienced candidates
? 33 days annual leave (including bank holidays), increasing with service
? Additional day off for your birthday
? Company profit share scheme
? Holiday commission
? Pension, life insurance, and private medical healthcare
? Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the ....Read more...
Type: Permanent Location: Medway
Start:
Duration:
Salary / Rate: 28000-60000 Per Annum
Posted: 2025-08-14 10:47:33
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An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports.
This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
? Possess 1 year of paraplanning experience
? Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
? Strong understanding of paraplanning processes and financial planning concepts
? Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
? Level 4 Diploma in Financial Planning (CII) or actively working towards completion
? Experience liaising with product providers and platforms to gather necessary data
What's on offer:
? Competitive salary
? Annual discretionary bonus
? Company pension scheme
? Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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 ....Read more...
Type: Permanent Location: Central London
Start:
Duration:
Salary / Rate: 38000-46000 Per Annum
Posted: 2025-08-11 12:49:53
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An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas.
This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
Type: Permanent Location: Woking
Start:
Duration:
Salary / Rate: 50000 Per Annum
Posted: 2025-08-07 09:03:04
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An opportunity has arisen for an Administrator to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As an Administrator, you will be providing vital administrative assistance to a team of Financial Advisers in a busy, office-based environment.
This full-time role offers salary up to £35,000 and benefits.
You will be responsible for:
? Delivering all-round administrative support to advisers.
? Maintaining accurate and compliant client records using back-office systems.
? Preparing key documentation including illustrations, application forms, and authority letters.
? Processing new business submissions and handling investment or pension transfer requests.
? Liaising directly with providers and maintaining regular contact with clients.
? Compiling valuations, reports, and review documents.
? Organising and preparing meeting packs for client appointments.
What we are looking for:
? Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.
? At least 2 years' experience working within an IFA environment.
? Skilled in Microsoft Word and Excel.
? Excellent communication skills.
? Ideally possess experience using Intelligent Office and working with wrap platforms.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
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 ....Read more...
Type: Permanent Location: Woking
Start:
Duration:
Salary / Rate: 35000 Per Annum
Posted: 2025-08-06 17:38:51
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An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas.
This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
Type: Permanent Location: Woking
Start:
Duration:
Salary / Rate: 50000 Per Annum
Posted: 2025-08-06 17:20:42
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An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients.
As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships.
This full-time role offers starting salary of £45,000 and benefits.
You will be responsible for:
? Managing and growing a portfolio of clients through referrals, networking, and introducers.
? Conducting comprehensive reviews, gathering and analysing financial information to make appropriate recommendations.
? Maintaining accurate and compliant records in line with internal procedures and industry standards.
? Completing the required number of annual CPD hours, including structured learning, to maintain professional development
? Supporting and upholding positive consumer outcomes in line with the principles of Consumer Duty.
? Working closely with a professional support team of paraplanners and administrators to ensure efficient delivery of service.
? Keeping abreast of regulatory, product, and industry changes, ensuring compliance at all times.
What we are looking for:
? Previously worked as a Independent Financial Adviser, Financial Adviser, Financial Planner, Financial Consultant, IFA, Financial Planning Consultant, Financial Services Consultant, Investment Adviser, Independent Financial Advisor, Financial Advisor, Investment Advisor or in a similar role.
? Level 4 or equivalent Diploma in Financial Planning.
? Understanding of FCA compliance and regulatory requirements.
? Excellent interpersonal and communication skills.
? Highly organised with strong attention to detail and effective time management.
What's on offer:
? Competitive salary
? 20 days holidays plus bank holidays
? Pension contributions
? Early finish on Fridays
? On-site parking
? Flexible and hybrid wor ....Read more...
Type: Permanent Location: Huntingdon
Start:
Duration:
Salary / Rate: 45000 Per Annum
Posted: 2025-08-05 17:43:50
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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...
Type: Permanent Location: Neath
Start:
Duration:
Salary / Rate: 24000-28000 Per Annum
Posted: 2025-07-16 15:39:31
