Qureos Mentor

NJR Recruitment

Paraplanner Leicestershire Salary up to 35,000 2 days hybrid working is available Free Parking available on site Exam funding Death in service & 25 Days Holiday NJR are currently representing a well-established Financial Planning practice who, due to their continued growth are now seeking an experienced Paraplanner to join their team. Our client operates an open and family culture and work from modern state of the art offices. The successful candidate you will be responsible for writing bespoke suitability reports and providing technical research services to the Managing Director. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the achievement of Business targets. Responsibilities " Providing full Paraplanning/Administrative support, to a busy team of Financial Planners, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers. " Regular engagement with clients via telephone, email, and letter " You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents " Collect quantitative detailed information required to compile a Financial Plan. " Ensure that all compliance paperwork is present " Confirm client risk profile is determined " Identify and obtain the information necessary to compile financial cash flow forecast " Establish and build strong relationships with clients and attend client meetings with Planner if required. " Update cash flow models in preparation for review meetings The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with knowledge of Investment and Pension products. Ideally working towards Level 4 Diploma. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR15624

Paraplanner

Financial Planning Manager Leicester based Salary up to 60,000 + OTE Benefits: " Competitive salary and performance-based incentives." 25 days holiday plus bank holidays." Generous non-contributory group pension scheme, commencing after three months continuous service." Free death in service benefit after successful completion of probationary period (subject to qualifying criteria)." Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, gym and free parking." Opportunities for professional growth and development, including support to achieve chartered status." Collaborative and supportive work environment." A chance to make a significant impact in a respected independent financial advice firm.NJR Recruitment is proud to be working in partnership with a highly regarded firm of Independent Financial Planners renowned for delivering bespoke, client-focused financial solutions, this firm operates with a deep commitment to integrity and excellence at the heart of everything they do. As part of their continued growth, our client is now looking to appoint a dynamic and experienced Financial Advice Manager. This is an exciting opportunity for a driven professional to lead and enhance the company's sales strategy, playing a pivotal role in shaping the future of the business. The successful candidate will take a proactive leadership role in developing and executing strategic marketing initiatives to promote the firm's services-placing a strong emphasis on building professional connections and generating new business opportunities. They will lead a team of experienced Financial Planners which will play a key role in driving the continued growth of the client base to enhance all business opportunities. Key Responsibilities: " Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on' approach is a must for this role." Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies." Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales. " Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention." Assist in the recruitment and training of new financial advisers." Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies." Prepare and present sales reports, forecasts, and performance metrics to senior management. Essentials: " Proven experience of developing and executing marketing strategies within the financial services sector. " Proficient in developing and working with professional connections." Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous. " Strong understanding of financial products and services, including investments, pensions, and insurance." Excellent leadership and team management skills." Strong communication, negotiation, and interpersonal skills." Ability to analyse data, identify trends, and make data-driven decisions." Proficiency in CRM software and Microsoft Office Suite. If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15769

Financial Planning Manager

Employee Benefits Consultant Location: Birmingham - Hybrid (Up to 2 Days WFH)Salary: £40,000 Full-Time PermanentNJR Recruitment is delighted to be representing a forward-thinking, fast-growing business who are a specialist Employee Benefits provider with a market-leading 95% client retention rate. Due to continued expansion over the last two years, they are now looking for an experienced Consultant to join their high-performing team and help sustain their ambitious growth plans.To be considered you will need to have Industry related experience and have has experience in a Client facing capacity. What We're Looking For<ul><li>Experience in a regulated environment within PMI and/or Group Risk</li><li>Strong knowledge of the PMI and Group Risk markets (insurer or intermediary background)</li><li>Relevant qualifications (e.g., IF1, IF7, GR1) or willingness to study</li><li>Excellent organisational skills and attention to detail</li><li>Clear and professional communication skills, both verbal and written</li><li>A proactive, client-focused approach to service delivery</li></ul>The RoleThis is a fantastic opportunity for an experienced professional to manage and grow an existing portfolio of Private Medical Insurance (PMI) and Group Risk clients, while providing support to colleagues on larger client renewals. Working in a supportive and collaborative environment, you'll have the autonomy to manage your own portfolio while being part of a close-knit team dedicated to delivering exceptional service.Key Responsibilities<ul><li>Manage, retain, and grow an existing portfolio of PMI and Group Risk clients</li><li>Review and improve retention processes for efficiency and service excellence</li><li>Liaise with clients and insurers to ensure seamless renewals</li><li>Prepare, check, and present renewal reports to clients, offering clear, tailored recommendations</li><li>Maintain a client-first approach, ensuring high-quality outcomes and satisfaction</li><li>Provide support on larger renewals alongside other consultants</li><li>Organise and prioritise workload to meet agreed service levels</li><li>Keep accurate and compliant client records at all times</li><li>Stay informed on industry developments, compliance standards, and regulatory requirements</li></ul>Why Join This Business?<ul><li>Be part of a high-growth, high-retention company with a strong reputation</li><li>Opportunity for professional development through training and qualifications</li><li>Supportive, team-oriented environment where your input is valued</li><li>Play a key role in shaping the future of the client retention strategy</li></ul>Apply NowIf you have the technical expertise in PMI and Group Risk, along with the drive to deliver exceptional client service, we'd love to hear from you. Apply today quoting NJR15992

Employee Benefits Consultant

Mortgage AdministratorLocation: LeicestershireSalary: £25,000 - £30,000 BenefitsFull-Time PermanentNJR Recruitment is working with a friendly and well-established IFA firm who have an excellent opportunity for a Mortgage Administrator to join their growing business,You will be working directly with one of the Firms Mortgage Advisors to provide hands on Administrative support. This role would suit someone with solid mortgage administration experience who enjoys working in a client-focused, busy environment.What's on Offer" Salary £25,000 - £30,000" 25 days holiday bank holidays" Non-contributory pension scheme (after 3 months)" Death in service benefit (after probation)" Modern air-conditioned offices with kitchen, gym, and free secure parkingKey Responsibilities" Provide full paraplanning and administrative support for mortgage and protection cases" Call qualified leads, arrange client meetings, and maintain adviser diaries" Liaise with advisers, lenders, and solicitors to progress applications" Prepare suitability reports for mortgages and protection" Conduct mortgage and protection research using Iress Tri-Gold and Exchange" Manage case files and ensure compliance with GDPR and FCA rules" Keep clients informed at every stage of their applicationWhat We're Looking For" Minimum 2 years' recent mortgage administration/paraplanning experience" CeMAP or CF6 qualification (minimum Level 3)" Excellent understanding of mortgage and protection processes from start to finish" Proficient in Microsoft Office and CRM systems (Adviser Office desirable)" Strong communication skills, attention to detail, and ability to work under pressureOur client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm.Please quote REF:NJR15983

Mortgage Administrator

Client Review Administrator - IFA Firm £24,000 - £28,000 Leicester Area Hybrid working Benefits 25 days holiday, plus bank holidays. Generous non-contributory pension scheme, commencing after three months' continuous service. Free death in service, subject to qualifying criteria, commencing after three months' continuous service. Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking. Dress down Fridays. NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review. Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development. Duties of the Client Review Team Administrator: " Make client appointments " Produce valuations " Prepare cash flow modelling (information gathering and understanding) " Prepare portfolio comparison analytics " Action fund switches " Carry out attitude to risk questionnaires " Prepare new and existing client appointment packs " Adviser diary management " Regular engagement with clients and providers via telephone, email and letter " Produce no action and fund switch suitability letters " Maintain clear and compliant records " General admin duties, scanning, photocopying, etc " Carry out other related duties when required " Attend departmental meetings and training Experience and Skills Required: " Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. " An understanding of regulations/compliance would be advantageous. " A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan). " Excellent customer facing interactions, good administration skills/phone manner and IT skills " Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. " Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889

Client Review Administrator

Paraplanner - Wealth Management Location: Milton Keynes Salary: up to £45,000 (Experience dependent)Hybrid working We are representing a very well-established Firm of independent Financial Planners who have built up an excellent reputation within the Industry and as a result of their continues growth are now looking for an experienced Paraplanner to join their dynamic business,This is an exciting opportunity to be part of a professional, collaborative environment where high-quality client service and technical excellence are key priorities.Our Client Manages approximately 450 million of Clients assets which is growing by the day, the successful candidate will be working closely with 2/3 Financial Planners to execute bespoke Suitability reports. Benefits " AE Pension Scheme with 5% matched contributions after probationary period" 3 x DIS after probationary sign off" PHI and PMI after probationary sign off" Free onsite parking and virtual parking permit provided " Finish at 12 noon every Friday " Hybrid flexibility Key Responsibilities" Drafting and packaging high-quality suitability reports for Bonds, Pensions, and Investments" Proofreading and compiling reports, including printing and binding where required" Gathering and preparing illustrations, key features, KIIDs, and application forms" Conducting product and fund research in conjunction with the Portfolio Manager" Supporting technical queries and liaising with advisers, clients, and product providers" Cash Flow Modelling and contributing to client financial planning processes" Keeping technical knowledge of products, platforms, and providers up to date" Ensuring compliance by checking fact finds, AML documents, and client agreements" Updating and maintaining the back-office system (Intelligent Office)" Attending quarterly adviser days and contributing to the firm's CPD structureExperience and Skills Required" Diploma qualified (or working towards it)" Minimum of 2 years' experience in a Paraplanner role" Strong communication and problem-solving skills" Highly organised with excellent time management" Comfortable working independently and collaboratively within a teamSystems Knowledge" Confident with Microsoft Outlook, Word, and Excel (intermediate level)" Experience with back-office systems such as Intelligent Office (or similar)" Familiarity with tools such as ATEB, O&M Profiler, and FE Analytics" Working knowledge of platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirableThis is a great opportunity for someone looking to take the next step in their Paraplanning career within a supportive and forward-thinking environment.If you are an experienced paraplanner, apply today via NJR Recruitment quoting NJR16097

Paraplanner - Wealth Management

Financial Planner Coventry - Travel to clients' homes/business premises or to other SJP locations Salary £40000 - £60000 Client Bank available Hybrid/ Remote working NJR are currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Financial Planner to join their highly successful practice. The purpose of the role will be to work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser (This is dependent on level and experience). The business has built up an extensive Client base consisting of high-net-worth individuals, you will need to have a track record of providing Financial Advice to Clients to be considered, Responsibilities: • Contacting existing and potential clients to offer financial planning services. • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims. • Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements. • Completing analyses of clients' attitude to risk in accordance with their financial planning decisions. • Reviewing and responding to clients' changing needs and financial circumstances. • Providing clients with information on new and existing products and services. • Communicating with other relevant professionals in relation to clients' circumstances. • Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James's Place products and services. • Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans. • Meeting the regulatory aspects of the role. • Participating in monthly marketing meetings and strategies for business development. Knowledge and experience: • Level 4 qualified • Competent Adviser Status (CAS) • Previous advice experience required • Use of Financial Analytics, Voyant and other software • Excellent communication, interpersonal and listening skills. • Ability to explain complex information simply and clearly. • Ability to network and quickly establish trusted client relationships. • Research and analytical skills. • Exceptional client servicing skills. • Ability to work in a team. • Self-motivated with good time management skills. • Highly organised - maintaining client records, technical and compliance requirements. • Good level of numeracy and IT skills. • Flexible approach to work. • Sound decision-making skills. • Discretion and an understanding of the need for client confidentiality. • Committed to continuous technical and professional development, ensuring that knowledge and skills remain current • Ethical and professional approach to work. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15884

Financial Planner

Join NJR Recruitment and explore 15   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.