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Job Title: Financial Adviser \n Industry: Financial Services / Wealth Management \n Location: Manchester / Leeds / Harrogate \n Salary: £65,000 – £70,000 + Bonus (OTE £100,000+) \n Job Description: Financial Adviser \n Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. \n This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. \n The Role \n You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. \n What’s in it for you: \n\n • £65,000 – £70,000 basic salary\n, • OTE of £100,000+\n, • Established base of private and HNW clients\n, • Regional office support across Manchester, Leeds and Harrogate\n, • Hybrid working options\n, • Full administrative support from experienced IFA Administrators and Paraplanners\n, • Collaborative, in-house working environment\n, • Prestigious and established wealth management firm\n, • Strong career development opportunities\n\n Skills & Experience Required: \n\n • Level 4 Diploma in Financial Planning qualified as a minimum\n, • Chartered status advantageous\n, • Proven experience as a Financial Adviser\n, • Experience advising private and HNW clients\n, • Strong technical knowledge and holistic advice experience\n, • Excellent communication and relationship-building skills\n\n Please apply if you are interested in hearing more about this opportunity.

Our client, a multiple award winning firm of financial planners in Harrogate are looking to appoint a Senior Paraplanner to join their highly experienced team on a permanent basis. \n Working closely with the advisers, duties and responsibilities will include: \n\n • Writing and tailoring high quality suitability letters based on consultation with the Adviser/s\n, • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations\n, • Providing guidance, coaching, and technical mentoring to more junior team members\n\n The Person: \n\n • Level 4 Diploma (essential)\n, • Chartered status (desirable)\n, • Extensive experience of pensions, Investments, personal, trust and estate taxation (desirable)\n, • Experience dealing with High Net Worth clients (desirable)\n, • Reliable and diligent\n, • Excellent working knowledge surrounding the key areas of Financial Planning\n, • Strong commercial and technical knowledge\n, • Personable and professional\n\n What our client will offer: \n\n • Lucrative uncapped bonus structure\n, • 26 days’ holiday plus bank holidays\n, • Death in Service (4x salary)\n, • Critical Illness Cover\n, • Home working\n, • Fully funded social events\n

Trainee Health and Safety Advisor – No Experience Needed \n Future-proof your career in Health and Safety – starting today. \n \n Looking for a career change? Currently employed but want something better? Or maybe you are between jobs and ready for a fresh start? ITOL Recruit’s Health and Safety Traineeship is designed to get you into a critical industry with zero experience required. \n Train online at your own pace and land your first health and safety role in 1-3 months. \n Please note this is a training course and fees apply \n Job guaranteed - complete the programme and get a job or get your money back. \n Our candidates earn £30,000-£45,000. \n \n Why Health and Safety \n Every workplace in the UK has a legal duty to protect its employees, which is why health and safety professionals are in constant demand. From construction and logistics to healthcare and corporate offices, skilled specialists are essential to reducing risks, ensuring compliance, and safeguarding staff. \n This demand translates into competitive salaries, career progression, and long-term job security. \n \n How It Works \n Step 1 – IOSH Managing Safely \n Begin with IOSH Managing Safely, an internationally recognised course designed for managers and supervisors. You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. \n Step 2 – NEBOSH General Certificate \n Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems. It’s one of the most widely recognised certifications across industries and opens the door to mid-level health and safety roles. \n Step 3 – Risk Assessments \n Next, you’ll complete a series of workplace-standard risk assessments. This step focuses on the practical application of everything you’ve learned, ensuring you canidentify hazards, evaluate risks, and recommend control measures. \n Step 4 – Job Placement \n Once qualified, our recruitment team works with you directly to prepare applications, set up interviews, and secure your first role in health and safety. \n \n What You Get \n\n • 100% online, self-paced training\n, • NEBOSH & IOSH certifications included\n, • 1-to-1 tutor and recruitment support\n, • Job guarantee – get a job or your money back\n, • Starting salary of £30,000–£45,000\n\n \n \n We Get You Hired \n We're not new to this. ITOL Recruit has 15+ years of experience and has placed over 5,000 people into new roles. \n Our job programmes include certified tutors, UK-accredited qualifications, and one-on-one support from a recruitment adviser focused on placing you. \n We don't believe in empty promises. Complete our programme, follow the process, and if you don't land a job, you get your money back. \n "Eight weeks from complete beginner to Health and Safety Officer. The training was thorough and the job support was exceptional." – Chris M., now working as a Health and Safety Officer in Manchester \n \n Ready to Start? \n If you're detail-oriented, care about people's wellbeing, and want a career that makes a difference, we'll help you turn that into a role you can be proud of. \n Apply now, and one of our expert Career Advisors will be in touch within 4 working hours to guide you through your next steps.

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand. Our engineering team includes experienced software engineers and PhD-level AI specialists, with strong ties to the University of Edinburgh, giving you access to exceptional expertise and opportunities for continuous learning as part of the day-to-day work. The Role Aveni is building next-generation AI systems for UK financial services, where safety, compliance, and trust are non-negotiable. We're hiring a Senior Software Engineer to work on AI and agentic platform capabilities that power intelligent, automated workflows for financial services. This is a high-impact role building foundational technology that underpins Aveni's AI-first strategy. Your work will focus on: You'll work on systems that govern how AI agents behave in regulated financial contexts, designing and implementing policy enforcement, safety controls, behavioural monitoring, and evaluation frameworks. This work sits at the intersection of platform engineering, AI/ML systems, and compliance-by-design architecture. You'll be joining at a pivotal moment as Aveni scales from startup to enterprise-grade AI FinTech, working on problems that matter: making AI safe, auditable, and trustworthy in high-stakes financial environments. What You’ll Be Doing Build Production-Grade Systems Design and implement scalable Python services powering AI-driven workflows Develop resilient, observable systems with strong error handling and compliance traceability Work within a serverless, event-driven AWS architecture Own Delivery End-to-End Take ownership of features from design through to production Collaborate with Product, AI Platform, and Compliance teams Contribute to sprint planning, estimation, and delivery Shape AI & Agentic Systems Build intelligent workflows using LLMs and agentic architectures Integrate AI models into production systems Design guardrails, policy enforcement, and behavioural monitoring for AI agents Mentor & Elevate the Team Support and guide junior and mid-level engineers Lead code reviews and promote engineering best practices Contribute to documentation, demos, and knowledge sharing Drive AI-Augmented Engineering Use AI coding tools to accelerate development and improve quality Help define best practices for AI-assisted software engineering What We’re Looking For Must Have Strong Python expertise in production environments Experience building cloud-native systems on AWS (Lambda, DynamoDB, S3, EventBridge) Experience working with LLMs or AI/ML systems Strong understanding of APIs, async systems, and scalable architecture Nice to Have Experience with AI safety, guardrails, or policy enforcement Background in agentic systems or autonomous workflows Experience in financial services or regulated environments Familiarity with Node.js / TypeScript, Terraform or CDK Knowledge of observability tools and ML fundamentals You’ll Thrive If You Are Pragmatic and able to balance speed with long-term quality Curious about AI, especially safety and responsible usage Comfortable working in a fast-moving scale-up environment A strong communicator who can explain complex ideas clearly Passionate about mentoring and raising team standards Career Growth This role offers a clear path into Staff or Lead Engineer positions, where you’ll: Drive architectural decisions across multiple teams Own complex, cross-cutting AI systems Shape Aveni’s long-term AI platform strategy Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI. Benefits at Aveni. What you’ll love: Remote-first working across the UK Work abroad policy Co-working spaces available 34 days holiday (including flexible bank holidays) and your birthday off Company-wide off-sites Optional Personal Development Plan Flexible benefits platform Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions) Private health and dental care Potential share options Enhanced family leave

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We've been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors and commercially supported by major financial institutions, we're scaling quickly as adoption of AI in financial services accelerates. Our Wealth platform helps financial advice firms transform how advisers and paraplanners work, using AI to automate documentation, improve compliance and streamline client servicing. From meeting summaries and document generation to compliance file checking and workflow automation, we're helping firms deliver a better experience for both advisers and their clients. We're looking for a Product Manager – Wealth to lead the evolution of Aveni Assist, our flagship AI-powered platform for financial advice firms. The role This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including meeting summaries, document generation, Letters of Authority, fact finds and compliance file checking. Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adoption and satisfaction, and delivering measurable value that drives retention and growth. This is a hands-on, high-ownership product role. You'll work closely with the Head of Product (Wealth) on product strategy while independently leading customer discovery, roadmap prioritisation, delivery and release planning. You'll collaborate with Engineering, Design, Customer Success and Commercial teams to ensure we're solving the right problems and delivering the highest-value outcomes. We're looking for someone who enjoys understanding complex customer needs, making evidence-based decisions and building products that customers genuinely value. What you'll be doing You'll own the Aveni Assist roadmap end-to-end, balancing investment between new capabilities, product quality and platform improvements to maximise customer and commercial impact. You'll lead continuous discovery with advisers, paraplanners, compliance teams and prospects, building a deep understanding of customer workflows and translating insight into product decisions. You'll rapidly validate ideas using prototypes, customer research and experimentation, reducing delivery risk before committing engineering effort. You'll own beta programmes for new capabilities, working closely with customers to gather structured feedback and determine when features are ready for general release. You'll partner closely with Engineering and Design to translate strategy into clear delivery plans, maintaining a healthy backlog and ensuring features are released with a high standard of quality. You'll build strong relationships across Engineering, Customer Success, Commercial and Marketing, acting as a trusted voice for the product and ensuring customer insight informs decision-making across the business. You'll use customer feedback, usage analytics and product metrics to guide prioritisation, measure success and continually improve the product. You'll stay informed about industry trends, adviser technology, AI developments and FCA regulation, ensuring Aveni Assist continues to lead the market. What we're looking for We're looking for someone with a proven track record as a Product Manager in a B2B SaaS environment, ideally with experience scaling an established product by improving customer satisfaction, adoption and retention. You'll have demonstrable experience leading customer discovery, translating customer insight into product decisions and working closely with Engineering and Design to deliver high-quality software. You'll have excellent product judgement, strong communication skills and the confidence to make difficult prioritisation decisions, balancing customer needs with commercial objectives. You'll be analytically rigorous, comfortable using both qualitative and quantitative data to inform decisions, and capable of building trusted relationships across technical and commercial teams. We're particularly interested in people who are proactive, self-directed and passionate about improving products through continuous iteration and customer feedback. Nice to have Experience with AI-powered products or machine learning technologies would be valuable, as would experience within financial services, wealth management or other regulated industries. Knowledge of FCA Consumer Duty, adviser technology platforms or wealth management workflows would be advantageous, but isn't essential. Experience running beta programmes, defining quality standards for AI-generated outputs or contributing to go-to-market activities would also be beneficial. Why join Aveni? You’ll work on genuinely difficult and meaningful problems at the intersection of AI, regulation and financial services. You’ll help shape a product category that is becoming increasingly important as financial institutions move from experimenting with AI to deploying it safely, responsibly and at scale. You’ll have real ownership, visibility and the opportunity to influence both product direction and market positioning at an important stage of Aveni’s growth. Benefits at Aveni What you’ll love: Remote-first working across the UK Company-wide offsites and regular in-person gatherings Work abroad policy Optional Personal Development Plan Flexible benefits platform, so you can choose the benefits that matter most to you Life insurance, income protection, critical illness cover and pension, with up to 5% matched employer contribution Private health and dental care At Aveni, we believe diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of the requirements, we’d still encourage you to apply if you believe you’d be a great fit.

Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth

Benchmark Capital in Harrogate is hiring a Technical Support Manager to provide operational support to advisers across the network. This central role combines technical knowledge of financial planning and systems with strong interpersonal skills. You will act as a point of contact for advisers, troubleshoot system issues, support case strategy, and manage escalations. The ideal candidate has experience in independent financial advice, holds a Level 4 Diploma, and possesses excellent Excel capabilities. #J-18808-Ljbffr

Job Posting Title Customer Adviser Salary Band A1 £25,469 - £28,026 Job Description Would you like to be part of a team who has won Best Regional Building Society for 9 years running? A team who believes that keeping financial advice on our high streets is important for everyone in our local communities. Do you thrive in a face‑to‑face customer focused environment? If so, our Customer Adviser role could be the perfect fit for you. Utilising your outstanding people skills, you will be engaging with our customers on a daily basis, taking the time to listen and really understand their financial needs and goals. Every day is different, from opening and setting up the tills ready for the working day ahead, making customer appointments, processing customer transactions at the counter, assisting in the opening of savings accounts to cashing up and closing at the end of the day! But, amongst all of the busy day to day duties, taking the time to get the kettle on and have a cuppa with your colleagues is also very important to us! The hours of work are 35 hours per week working Monday - Friday 9am - 5pm. Being great with people and building relationships with customers are top of your skills list. Strong listening skills and the ability to empathise are equally as important. A natural team player, you will enjoy working closely with your branch colleagues, ensuring as a team that you deliver an outstanding customer experience whilst supporting the needs of our Society. We understand you may not have worked in financial services before, and that’s OK, but the desire to learn and develop new skills will be important to us as you flourish in your new role. In return, we’ll provide you with a tailored 12 week training programme in one of dedicated training hubs, development conversations and opportunities to grow and progress your career with us. As an inclusive employer and member owned mutual, we aim to reflect the diverse communities we serve and encourage applications from candidates of all backgrounds. We believe everyone should feel valued, respected, and celebrated for who they are, we want colleagues to feel this is a place they belong. A place to be you. As well as receiving a competitive annual salary based on above‑market pay scales, our reward package includes: • Financial Corporate bonus scheme (on target 5%, up to a maximum 10%), • Pension scheme (up to 9% employer contribution), • Annual performance related pay reviews, • Colleague mortgage scheme, • Electric car salary sacrifice scheme, • Life assurance (4x salary) and income protection, • Access to our financial advisers, • Access to a range of high street and online discounts, • A 35 hour weekly contract, • 25 days’ annual leave + bank holidays (rises to 30 with length of service), • The option to buy and sell up to 5 days’ holiday, • Above statutory family leave entitlement - 3 months full pay, 3 months half pay, regardless of gender or route to parenthood, • Access to a health cash plan through a Medicash scheme, • Access to an employee assistance programme, • Free onsite gym at our Cobalt head office and access to discounted gyms, • Two paid volunteering days’ each year, • Cycle to work scheme Recognising there’s no one‑size‑fits‑all approach to recruitment, we’re committed to ensuring every candidate has the opportunity to showcase their full potential throughout the recruitment process. We strive to make our processes as accessible as possible, if there are any ways in which we can provide support or make adjustments, we would love to discuss this with you, you can contact your Recruiter for this vacancy at Newcastle Building Society People are the focus of absolutely everything we do. We believe in people, we care deeply about their hopes, their dreams and their wellbeing. And that applies equally to our customers, our communities and our colleagues – which means you, if you choose to work here. it’s important to us that you know if you join us we will welcome you, respect you, encourage you and help you to achieve your goals. #J-18808-Ljbffr

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. • The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience., • To provide report writing support including the production of suitability reports for reviews and new business based on client needs., • To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates., • The significant majority of reports you will be involved with will be for High Net Worth/complex client situations., • Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients., • Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments., • Assist with obtaining valuations, quotations and supporting application documentation., • Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures., • Manage own workload position and provide updates to line manager., • Commit to continuous personal development and retain supporting records., • To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team #J-18808-Ljbffr

Every day is different, from opening and setting up the tills ready for the working day ahead, making customer appointments, processing customer transactions at the counter, assisting in the opening of savings accounts to cashing up and closing at the end of the day!. Utilising your outstanding peop

We are hiring a Technical Support Manager to join Oculus Wealth Management (OWM) in Harrogate. This is a central role supporting advisers across the network, combining operational oversight with strong technical knowledge of financial planning, systems and investments. Department: Oculus Wealth Location: Harrogate • Act as the central point of contact for advisers and internal teams across operational, technical and advice-related queries., • Take ownership of issues, diagnose root causes and deliver practical solutions quickly., • Build trusted relationships with advisers, supporting all aspects of their business., • Operate as a triage function, responding to urgent queries and minimising disruption., • Provide technical guidance across financial planning systems, CRM platforms and Microsoft tools., • Troubleshoot system issues and work with IT teams to resolve them efficiently., • Support advisers and paraplanners on case strategy, structure and technical queries., • Own and develop management information (MI), including complex Excel-based reporting., • Manage and prioritise escalations across teams to drive timely outcomes., • Support adviser onboarding, including business model design, platform selection and charging structures., • Experience within an IFA or independent financial advice environment., • Level 4 Diploma qualified., • Strong understanding of the end‑to‑end advice process., • Background in paraplanning, technical or advisory support., • Strong understanding of investment products and portfolio construction., • Experience using financial planning tools such as Voyant, FE Analytics or Cashcalc., • Experience with CRM systems such as Intelliflo, Iress or Enable/IQ., • Advanced Excel capability, including building and managing reporting tools., • Ability to manage multiple priorities in a fast‑paced environment., • Chartered status or working towards., • Experience across platforms and adviser business models., • Understanding of how advisers structure and scale their businesses., • Exposure to investment research and centralised propositions. You will be based at our Harrogate office, working closely with advisers across the OWM network. The role requires regular interaction with stakeholders across the wider business, supporting a national adviser base while remaining part of a collaborative local team. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive. #J-18808-Ljbffr

The Titan Group provides a broad range of services across the wealth value chain, from financial planning and investment management to platform, trading, settlement and custody services. Titan Wealth is expanding rapidly through strategic acquisitions and offers a unique combination of start-up energy with private equity backing. Titan Wealth Planning (TWP) focuses on best-in-class advice on wealth management, employee benefits, and retirement planning, helping businesses and their employees explore, set, and achieve their financial goals. Role: To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures. Engagement: The Titan Wealth Group is committed to fostering an inclusive and equitable environment for all employees and to equal opportunities in recruitment, pay and benefits, training and development opportunities, and other job-related activities. • Help Advisers prepare for client reviews by ensuring all client and plan information is up to date on IO, • Request plan information from providers (by post, email, or provider platform); chase to ensure timely receipt; upload to IO when received, • Update contributions and withdrawals using transaction history; link transfers within plans, • Add missing policy information to IO as required, • Validate funds in IO, ensure unit balances are recorded correctly, and ensure price feeds pull through to produce an accurate plan value, • Check income expectations on client plans and update as required, • Collate costs and charges information for plans, including any income from commission, fund-based or adviser charges, • Use IO templates to create and check client valuation reports and upload to IO, • Produce client letters as required and answer day-to-day telephone and email enquiries from clients and providers, • Produce ‘OneNote Packs’ requested by advisers (Client Charter, FE Analytics research, KID, data capture form from IO), • Produce comparisons between old and new centralised investment propositions, • Prepare cases for submission to the AST team by completing plan information checklists and chasing providers for missing data, • Check and validate client income expectations when requested, • Interrogate data and liaise with advisers to ensure data accuracy so valuations and revenue align, • Engage with advisers and client support to deliver excellent customer service, • Maintain effective client files and support new business processing and application submission, • Liaise with product providers as needed and stay up to date with new products, technical or legislative changes, • Comply with Compliance policies and participate in training and development opportunities, • Highlight procedures that do not adhere to TCF/RCR principles and propose improvements, • Adhere to consumer duty requirements, • Relevant experience supporting an Adviser, • Previous regulatory or financial industry experience, • Good written and oral communication skills, • Methodical and organised, • Computer literate, • Accurate with good attention to detail, • Customer focused and drives service excellence, • Collaborative and a team player, • Maths and English GCSE, grade 5 or above, or equivalent, • Competitive salary, • Private Medical Insurance post probation, • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee), • 25 days Annual Leave (plus buy and sell up to 5 days), • Office Christmas close (3 days), • Life Assurance, • Health cash plan, • Hybrid working, • Discretionary performance related bonus, • Employee Assistance Programme, • Lunch and snacks provided in the Bristol office, • Flexible benefits to choose from The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment, pay and benefits, training and development opportunities and other job-related activities. #J-18808-Ljbffr

North Yorkshire / Office / Hybrid Full-time / Employed Competitive + Uncapped Commission + Full Support Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service. We're on the lookout for a passionate, people-focused Mortgage & Protection Adviser to join our growing team. We are looking for someone with Estate Agency experience to work out of our offices in North Yorkshire dealing with all manner of leads, predominantly estate agency. If you love helping clients achieve their homeownership dreams while making sure they're financially protected, we want to hear from you! • Chatting with clients to understand their mortgage and protection needs., • Offering expert, honest advice on a wide range of mortgage products and protection options., • Guiding people through the home-buying journey - and making it less scary!, • Staying on top of market changes and lender criteria., • CeMAP qualified (or equivalent) (must have), • Previous experience in mortgage advising, • Great communicator and genuinely good with people., • Organised, self-motivated, and able to manage your own workload., • Competitive commission structure., • Supportive team environment, • Ongoing training and development #J-18808-Ljbffr

We are recruiting for experienced Paraplanners for our award-winning wealth management client. They are currently looking to recruit at their Harrogate offices. Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients. • Preparation of reports for clients on financial planning matters, • Undertake research as required for specific projects, • Preparing suitability reports on behalf of the adviser, • Obtaining quotations and other relevant literature to accompany client reports, • Preparation of packs for meetings with clients including investment valuations, • Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems If you would like to further your financial planning career with one of the most respected firms out there and have the skills to match, please apply today. Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future. #J-18808-Ljbffr

Job Title: Insurance Account Executive Location: Harrogate Salary: £30,000 – £50,000 per annum + Bonus Hours: Monday to Friday 09:00am – 17:00pm Our client is an independent insurance brokerage known for practical advice, personal service and strong market access. Their team works closely with clients to shape effective insurance solutions and maintain consistent, reliable support. As Insurance Account Executive you’ll manage a portfolio of commercial clients, act as their go-to adviser and keep their cover running smoothly. From day to day support to renewal management, you’ll make sure clients feel informed and looked after. You’ll also help grow the portfolio by developing new business opportunities and strengthening long‑term relationships. • Build and maintain strong, long‑term client relationships as a trusted advisor, • Provide expert guidance on coverage options, risk solutions and market developments, • Grow your portfolio by identifying and securing new business opportunities, • Spot opportunities to enhance client value and strengthen retention, • Manage renewals, prepare clear proposals and negotiate competitive terms with insurers, • Identify cross‑sell opportunities and ensure all activity meets regulatory and internal compliance standards, • Proven experience as an Insurance Account Executive, • Confident negotiating terms with insurers and navigating market options, • A proactive, client focused mindset committed to delivering exceptional service, • Strong communication and interpersonal skills with a confident, solutions‑focused approach, • Sharp attention to detail, ensuring thorough policy reviews and precise documentation, • Ability to manage multiple priorities and deadlines with accuracy and professionalism As Insurance Account Executive you’ll receive a competitive salary of £30,000 – £50,000 per annum + Bonus, depending on experience, along with other benefits. You’ll be joining a supportive and collaborative team where your expertise is valued and there are excellent opportunities to grow and develop within the role. We are committed to supporting the principles of equal opportunities and prohibit discrimination/harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy or any other protected characteristic. #J-18808-Ljbffr

Newcastle Building Society is seeking a Customer Adviser to join our high-street branch team. You will engage with customers daily, listen to their financial needs, and help execute transactions while delivering a warm, local service. The role includes a 12-week tailored training programme, development conversations, and opportunities to grow your career within our mutual society in the UK. Work hours are 35 per week, Monday–Friday. #J-18808-Ljbffr

Mortgage Advice Bureau in North Yorkshire is seeking a Mortgage & Protection Adviser to join our hybrid team. This full-time employed role focuses on advising clients on mortgage products and protection options, guiding them through the home-buying journey and keeping up with lender criteria. You will chat with clients, provide honest, expert guidance, and work within a supportive environment that emphasizes ongoing training and development and a competitive commission structure. #J-18808-Ljbffr

A1 £25,469 - £28,026 Would you like to be part of a team who has won Best Regional Building Society for 9 years running? A team who believes that keeping financial advice on our high streets is important for everyone in our local communities. Do you thrive in a face-to-face customer focused environment? If so, our Customer Adviser role could be the perfect fit for you. Utilising your outstanding people skills, you will be engaging with our customers on a daily basis, taking the time to listen and really understand their financial needs and goals. Every day is different, from opening and setting up the tills ready for the working day ahead, making customer appointments, processing customer transactions at the counter, assisting in the opening of savings accounts to cashing up and closing at the end of the day! But, amongst all of the busy day to day duties, taking the time to get the kettle on and have a cuppa with your colleagues is also very important to us! Being great with people and building relationships with customers are top of your skills list. Strong listening skills and the ability to empathise are equally as important. A natural team player, you will enjoy working closely with your branch colleagues, ensuring as a team that you deliver an outstanding customer experience whilst supporting the needs of our Society. We understand you may not have worked in financial services before, and that's OK, but the desire to learn and develop new skills will be important to us as you flourish in your new role. In return, we'll provide you with a tailored 12 week training programme in one of dedicated training hubs, development conversations and opportunities to grow and progress your career with us. The hours of work are 35 hours per week working Monday - Friday 9am - 5pm. As an inclusive employer and member owned mutual, we aim to reflect the diverse communities we serve and encourage applications from candidates of all backgrounds. We believe everyone should feel valued, respected, and celebrated for who they are, we want colleagues to feel this is a place they belong. A place to be you. • Corporate bonus scheme (on target 5%, up to a maximum 10%), • Pension scheme (up to 9% employer contribution), • Annual performance related pay reviews, • Colleague mortgage scheme, • Electric car salary sacrifice scheme, • Life assurance (4x salary) and income protection, • Access to our financial advisers, • Access to a range of high street and online discounts, • A 35 hour weekly contract, • 25 days' annual leave + bank holidays (rises to 30 with length of service), • The option to buy and sell up to 5 days' holiday, • Above statutory family leave entitlement - 3 months full pay, 3 months half pay, regardless of gender or route to parenthood, • Access to a health cash plan through a Medicash scheme, • Access to an employee assistance programme, • Free onsite gym at our Cobalt head office and access to discounted gyms, • Two paid volunteering days' each year, • Cycle to work scheme Company: Newcastle Building Society #J-18808-Ljbffr

Growing Adviser Community: Join a supportive network of 40+ advisers, with opportunities to share knowledge and build valuable industry connections. Open to advisers at different stages of their career, from developing brokers through to experienced specialists. This gives advisers the opportunity

Newcastle Building Society is seeking a friendly Customer Adviser to join our branch team on a part-time basis.You will help customers face to face, take payments, open savings accounts and support daily counter operations, while delivering the high standard of service we are known for in our commun

Customer Adviser - Part Time Salary Band A1 £10,187 - £11,210 Would you like to be part of a team who has won Best Regional Building Society for 9 years running? A team who believes that keeping financial advice on our high streets is important for everyone in our local communities. Do you thrive in a face-to-face customer focused environment? If so, our Customer Adviser role could be the perfect fit for you. Utilising your outstanding people skills, you will be engaging with our customers on a daily basis, taking the time to listen and really understand their financial needs and goals. Every day is different, from opening and setting up the tills ready for the working day ahead, making customer appointments, processing customer transactions at the counter, assisting in the opening of savings accounts to cashing up and closing at the end of the day! But, amongst all of the busy day to day duties, taking the time to get the kettle on and have a cuppa with your colleagues is also very important to us! The hours of work are 14 hours per week working between Monday - Friday. We are happy to have a discussion about which days work best for you. Being great with people and building relationships with customers are top of your skills list. Strong listening skills and the ability to empathise are equally as important. A natural team player, you will enjoy working closely with your branch colleagues, ensuring as a team that you deliver an outstanding customer experience whilst supporting the needs of our Society. We understand you may not have worked in financial services before, and that’s OK, but the desire to learn and develop new skills will be important to us as you flourish in your new role. In return, we’ll provide you with a tailored 12 week training programme in one of dedicated training hubs, development conversations and opportunities to grow and progress your career with us. As an inclusive employer and member owned mutual, we aim to reflect the diverse communities we serve and encourage applications from candidates of all backgrounds. We believe everyone should feel valued, respected, and celebrated for who they are, we want colleagues to feel this is a place they belong. A place to be you. As well as receiving a competitive annual salary based on above-market pay scales, our reward package includes: • Financial Corporate bonus scheme (on target 5%, up to a maximum 10%), • Pension scheme (up to 9% employer contribution), • Annual performance related pay reviews, • Colleague mortgage scheme, • Electric car salary sacrifice scheme, • Life assurance (4x salary) and income protection, • Access to our financial advisers, • Access to a range of high street and online discounts, • Work/Life Balance A 14 hour weekly contract 25 days’ annual leave + bank holidays (rises to 30 with length of service - pro rata for part time) The option to buy and sell up to 5 days’ holiday Above statutory family leave entitlement - 3 months full pay, 3 months half pay, regardless of gender or route to parenthood, • Health and Wellbeing Access to a health cash plan through a Medicash scheme Access to an employee assistance programme Free onsite gym at our Cobalt head office and access to discounted gyms Two paid volunteering days’ each year Cycle to work scheme Company: Newcastle Building Society People are the focus of absolutely everything we do. We believe in people, we care deeply about their hopes, their dreams and their wellbeing. And that applies equally to our customers, our communities and our colleagues – which means you, if you choose to work here. it’s important to us that you know if you join us we will welcome you, respect you, encourage you and help you to achieve your goals. #J-18808-Ljbffr

Newcastle Building Society is seeking a Customer Adviser on a part-time basis to deliver a friendly, customer-focused experience in branch. You'll join a team that values teamwork and excellent service, with a tailored 12-week training program and development opportunities within the Society. You wi

Newcastle Building Society is looking for a Customer Adviser to join our in-branch team.You will engage with customers daily, listen to their financial needs, and help them achieve their goals through personal, face-to-face service.You’ll receive a tailored 12-week training program and ongoing dev

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