Financial Planner / IFADoncaster£50,000 basic + bonus + benefitsOTE £60,000+ | Existing client bank... Financial Planner / IFADoncaster£50,000 basic + bonus + benefitsOTE £60,000+ | Existing client bank provided | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden.This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch.You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering: InvestmentsPensions and retirement planningTax planningProtection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.Key Responsibilities Conducting detailed reviews of clients’ financial circumstances and objectivesPreparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching and recommending appropriate financial products and servicesBuilding and maintaining strong long-term client relationshipsSupporting clients in making informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing financial needsLiaising with providers, professional connections and internal teamsKeeping up to date with industry regulations and market developmentsProducing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement)Chartered status advantageous but not essentialPrevious experience as a Financial Adviser / Financial Planner / IFAStrong knowledge of pensions, investments, tax planning and protectionExcellent communication and relationship-building skillsProfessional, organised and client-focused approachAble to work independently whilst contributing positively to the wider team What’s on Offer £50,000 to £55,000 basic salary depending on experienceBonus structure + OTE £60,000+Existing client bank providedFull paraplanning and administrative supportEstablished pipeline and long-term client relationshipsSupportive and established business environmentGenuine long-term career prospectsAdditional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Explore jobs in the UK
Returned 6 jobs
Finance AdministratorLocation: Crewe Job Type: Permanent, Full-Time Salary: £26,000 - £28,000 per an... Finance AdministratorLocation: Crewe Job Type: Permanent, Full-Time Salary: £26,000 - £28,000 per annumAbout the RoleWe are recruiting for a Finance Administrator to join a friendly and established business based in Crewe. This is an excellent opportunity for someone with strong administrative skills and finance experience who enjoys supporting a busy office environment.This is a varied role where you'll provide day-to-day administrative support alongside assisting with finance processes. Previous experience using Sage is essential.Key Responsibilities Processing purchase and sales invoices using Sage.Maintaining accurate financial records and updating company systems.Assisting with accounts payable and accounts receivable duties.Reconciling accounts and resolving invoice queries.Supporting the preparation of financial reports and documentation.Handling customer and supplier enquiries professionally.General office administration, including filing, data entry and document management.Supporting the wider team with administrative and finance-related tasks as required. About You Previous experience in a finance administration or accounts administration role.Working knowledge of Sage (essential).Excellent administrative and organisational skills.Strong attention to detail and a high level of accuracy.Good communication skills and the ability to build positive working relationships.Confidence using Microsoft Office, particularly Excel and Outlook.The ability to prioritise workload and work independently as well as part of a team. If you are interested in this role please apply directly or you can email your CV over to EllieC@kpir.co.uk.INDCOM
Sales Ledger / Credit ControllerLocation: Sandbach Job Type: Permanent Hours: Monday – Friday Salary... Sales Ledger / Credit ControllerLocation: Sandbach Job Type: Permanent Hours: Monday – Friday Salary: £32,000 per annumOur client, a successful and welcoming business based in Sandbach, is looking to recruit an experienced Sales Ledger / Credit Controller to join their finance team on a permanent basis.This is a fantastic opportunity for someone with a strong background in sales ledger and credit control who enjoys working in a busy, fast-paced environment.The RoleYour day-to-day responsibilities will include: Producing and issuing customer invoices in a timely and accurate manner.Managing customer accounts to ensure payments are received within agreed payment terms.Contacting customers by phone, email and other methods to recover overdue payments.Investigating and resolving billing discrepancies by working closely with customers and colleagues across the business.Reviewing customer accounts, monitoring outstanding debt and carrying out credit checks where required.Handling incoming calls and directing enquiries to the appropriate departments.Providing general support to the finance function, including processing purchase invoices, maintaining records and completing supplier and customer account documentation. What We're Looking ForThe successful candidate will have: Previous experience working within a Sales Ledger or Credit Control.Working knowledge of Sage 50Strong communication skills with the confidence to build positive relationships with customers.A high level of accuracy, excellent organisational skills and the ability to analyse financial information.The ability to manage multiple tasks and work effectively as part of a busy finance team. Apply TodayIf you're looking to join a friendly company where your skills and experience will be valued, we'd love to hear from you.Apply now or send your CV directly to EllieC@kpir.co.uk.INDCOM
Job Title: FM Audit & H&S ManagerSpecialism: Facilities ManagementLocation: Richmond upon Th... Job Title: FM Audit & H&S ManagerSpecialism: Facilities ManagementLocation: Richmond upon Thames, UKSalary: £27.46 hourlyType: Ongoing, Full TimeJump into the heart of Richmond upon Thames for an exhilarating career opportunity as an FM Audit & H&S Manager. This ongoing full-time position places you at the helm of critical auditing tasks within Facilities Management Compliance and Health & Safety. If you're seeking a riveting role with responsibility, integration with local government excellence, and the chance to thrive in the charming Richmond upon Thames area, you've found it.Perks and benefits Locum Job: Enjoy the flexibility and diversity that locum work offers, experiencing different working environments and connecting with various professionals.Professional Development: Benefit from continuous professional growth opportunities facilitated by a large dynamic organisation committed to staff advancement.Work-Life Balance: Relish a healthy work-life balance with the flexible nature of locum positions, allowing you to manage your personal commitments effortlessly.Networking Opportunities: Join a vibrant network of professionals within the Richmond & Wandsworth Better Service Partnership, fostering valuable connections and collaborative projects. What you will do Lead on the auditing of FM Building Compliance and Health & Safety, issuing comprehensive monthly assurance reports to senior management.Identify, track, and ensure the resolution of any gaps in the annual Planned Preventative Maintenance plan, mitigating risks effectively.Spearhead the development and improvement of FM Safety and Compliance processes, fostering a safe working environment for all council staff.Conduct regular site inspections to verify statutory adherence and assess the safety and quality of works.Review and approve internal and external Safe Systems of Work documentation to maintain compliance with legislative standards.Build robust relationships with key council representatives and partners through regular engagement and collaborative meetings.Use the Concerto CAFM system to manage asset information, ensuring alignment with industry best practices.Collaborate on contractor performance improvements and strategic planning of facilities management services. Joining the Richmond & Wandsworth Better Service Partnership means working in an environment that encourages innovation and supports career progression. Richmond upon Thames offers a fantastic lifestyle with picturesque landscapes, vibrant culture, and convenient amenities. With easy access to London and a welcoming community, it is an ideal place to excel in your career while enjoying a fulfilling personal life. Embrace this opportunity to contribute to and thrive within a forward-thinking team.Working with Sanctuary PersonnelSanctuary Personnel is a trusted and award-winning agency for roles. With an ‘Excellent’ rating on Trustpilot from over 1,000 reviews and many prestigious industry awards, we are dedicated to finding you the best possible rates in roles that match your skills and experience.Apply now to join the Facilities Management Team in Richmond upon Thames and take the next step in your career with Sanctuary Personnel.
Trainee Financial Adviser Salary up to 45k dependent on skills and experience24-month pathway progr... Trainee Financial Adviser Salary up to 45k dependent on skills and experience24-month pathway programmeFull time permanent roleHybrid working, London officeWe are building the next generation of high-performing financial advisers.This is a structured 24 month programme designed to take you from paraplanning and technical support into a client-facing, revenue-generating adviser – with the support, training, and mentorship of our hugely experienced team.Radcliffe and Newlands Wealth are looking for level 4 qualified individuals with experience of working within a paraplanning role previously.What we provide Clear pathway to becoming an adviserHands-on mentorshipReal exposure to clients early onStructured development in a team environmentClear milestones and defined progression checkpointsIncreasing responsibility over time Your 3 phase pathwayPhase 1: Foundation (Months 0–6)Learn the craft Supporting a top IFA in live casesWriting suitability reportsBuilding and interpreting cashflow modelsExposure to client meetingsTraining in Voyant, FE Analytics, Intelligent OfficeLearning how advice is structured end-to-end Phase 2: Development (months 6–15)Start owning parts of the advice process Running sections of client meetingsPresenting financial planning recommendations internallyIncreasing responsibility on casesLearning client relationship managementDeveloping confidence in advice conversations Phase 3: Transition to Adviser (months 15–24)Increase your client facing time Lead your own client meetingsTake ownership of advice deliveryDeveloping relationships with clientsOngoing coaching from senior advisers Personal attributes and ambitions This programme is designed for individuals who are driven to become top-tier advisers rather than those remaining in a support roleStrong technical grounding (Level 4 qualified at the outset)Confident communicatingCurious and commercially awareKeen to use modern tools, including AI, to improve productivity Interested? Send your cv today to be considered for this fantastic opportunity. INDLSEquals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Insurance Database Builder / CleanserHybrid / Remote - Leeds£25,000 to £28,000 per annum DOE + Bonus... Insurance Database Builder / CleanserHybrid / Remote - Leeds£25,000 to £28,000 per annum DOE + Bonus + BenefitsRole OverviewWe are looking for a highly organised, detail-focused and confident Insurance Database Builder / Cleanser to join our growing commercial insurance brokerage.This is a proactive role where you will spend a significant part of your day researching businesses, making outbound calls, speaking with key decision-makers and building high-quality prospect data to support our business development activity.Working closely with the Commercial Director, you will play a key role in building, maintaining and improving our CRM database, helping to support business development, lead generation and marketing activity. In addition to researching and maintaining prospect data, you will also be responsible for making outbound calls to businesses to verify information, identify key decision-makers and secure valuable renewal date information.We are looking for someone who enjoys speaking with people, isn't afraid to pick up the phone and has the drive, resilience and determination to uncover new business opportunities through quality research and outbound contact.This is an excellent opportunity for someone who enjoys research, data management, speaking with businesses and creating accurate, high-quality business information.Company OverviewWe are an established and growing commercial insurance brokerage, providing tailored insurance solutions to businesses across a wide range of industries throughout the UK. Our reputation is built on delivering expert advice, exceptional service and long-term client relationships.As we continue to grow, we're investing in our systems, data and processes to support our ambitious business development plans. High-quality, accurate data is at the heart of our success, helping us identify opportunities, engage with prospective clients and deliver targeted marketing campaigns. This role will play a key part in ensuring our database remains a valuable asset to the business and supports our continued growth.Key Responsibilities Build and maintain prospect databases within our CRM systemResearch and identify businesses that fit our target client profileSource and update company and decision-maker informationMake outbound calls to businesses to verify data, identify key contacts and gather renewal date informationProactively contact businesses by telephone to build relationships and obtain key business informationConfidently engage with gatekeepers and decision-makers to gather accurate prospect informationBuild rapport with prospective clients and maintain a professional representation of the businessCleanse, validate and maintain accurate CRM recordsRemove duplicate and outdated dataSegment data for marketing campaigns and business development activityProduce targeted prospect lists and reportsEnsure all data is managed in line with GDPR requirements Skills & Experience RequiredEssential Previous experience in outbound sales, lead generation, telesales, business development, database administration, CRM management, data cleansing or a similar customer contact roleComfortable making outbound calls and speaking confidently with businesses over the phoneA confident and professional telephone mannerResilient, self-motivated and comfortable making a high volume of outbound callsExcellent communication and relationship-building skillsExcellent attention to detail and accuracyStrong Microsoft Excel skillsExperience using CRM systemsStrong internet research skillsAbility to work independently and manage priorities effectively Desirable Experience within insurance, financial services or a B2B environmentExperience using data enrichment or validation toolsKnowledge of sectors such as construction, manufacturing, logistics or professional services Salary & Benefits £25,000 to £28,000 per annum depending on experiencePerformance-related bonus structure focused on securing renewal dates and generating client meetings25 days annual leave plus bank holidays3% employer pension contributionHybrid or remote working options availableOngoing training and development opportunities Why Join Us? Join an established and growing commercial insurance brokerageWork closely with senior leadership and contribute directly to business growthSupportive and collaborative team environmentPlay a key role in generating future business opportunities and directly contributing to the company's continued growthGenuine long-term career progression opportunities For the right individual, this role offers the opportunity to develop beyond database management and business development support into a client-facing role in the future. We are looking for someone with the drive, ambition and hunger to grow alongside the business and build a rewarding long-term career.Interested? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.