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  • Financial Advisor
    Financial Advisor
    11 days ago
    £36000–£100000 yearly
    Full-time
    Watford

    No previous financial services experience is required to apply for the Protection Adviser position at Kalon Financial Ltd. The company provides full, comprehensive training and covers all necessary licensing for the role. Job Overview • Position: Protection Adviser (Entry-Level / Trainee), • Company: Kalon Financial Ltd (An Appointed Representative of The Openwork Partnership), • Employment Type: Full-Time, Self-Employed (Commission Only), • Location: Remote / Hybrid (Requires travel for face-to-face client meetings), • Expected OTE Earnings: £36,000 – £60,000+ per year Core Responsibilities • Client Consultation: Assess client financial situations to identify insurance gaps and protection needs., • Bespoke Advising: Recommend tailored packages spanning Life Insurance, Critical Illness, Income Protection, and General Insurance., • Client Engagement: Conduct meetings through face-to-face appointments, video chats, • Business Generation: Cultivate prospective clients via marketing, network referrals, and relationship building., • Sales Administration: Process applications accurately, maintain secure client database files Requirements & Qualifications • Experience: None needed. Full training, industry mentorship, and resources are provided., • Driving Licence: A valid driving licence and access to a reliable vehicle are required for face-to-face client travel., • Communication: Good spoken and written English skills for a highly client-centric role., • Mindset: Ambitious, self-motivated, and disciplined enough to manage your own calendar and work independently. What is Offered • Full Licensing: The firm sponsors and provides the necessary professional pathways to get qualified., • Infrastructure: Backing from one of the largest financial advice networks in the UK (The Openwork Partnership)., • Flexibility: Complete freedom to arrange your own daily diary and manage your time., • Growth: Career paths to build and manage your own sub-adviser team . Do you think you are our next protection adviser?

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  • Office manager/Admin
    Office manager/Admin
    1 month ago
    £35000 yearly
    Part-time
    Childs Hill, Barnet

    Job Title: Office & External Relations Administrator Location: NW London Position Type: Part-Time (Monday–Friday, TBC) About Us We are a dynamic and expanding property management and investment company based in NW London. We manage a diverse and expanding portfolio of residential and commercial properties. As the business continues to scale, we are seeking a highly organised and proactive individual to support office operations, external stakeholder coordination, and administrative functions across the Group. Role Overview The Office & External Relations Administrator plays a central role in ensuring the smooth operation of the office, supporting the CEO and coordinating with partners, suppliers, and external stakeholders across property and finance. The role requires strong organisation, clear communication, and the confidence to manage a broad range of responsibilities in a busy, growing business. Key Responsibilities Office Operations & Administration • Oversee daily office operations, ensuring an organised and professional work environment., • Prepare documents, maintain filing systems, and ensure administrative records are up to date., • Manage data entry, database maintenance, and reporting on property-related and internal records. • Monitor office supplies, technology, and general office upkeep. Executive & Team Support • Provide administrative support to the CEO, including diary management, meeting scheduling, and occasional PA tasks. • Support the wider team, including property managers and external finance contacts with administrative and compliance-related tasks. External Relations & Communication • Act as a key liaison for external vendors and other third parties., • Handle incoming communications (phone, email, and post) professionally and efficiently., • Build and maintain strong working relationships with external property management and finance/accounting teams. • Process invoices, manage supplier communications, and maintain accurate financial records., • Coordinate with external accountants and finance partners to support smooth financial workflows. Property & Compliance Coordination • Assist, where necessary, with coordinating project work, and tracking follow-up actions., • Support the creation and maintenance of organised processes, tracking systems, and compliance-related documentation. • Maintain systems to ensure timely completion of property and administrative tasks. Skills & Qualifications • Proven office administration experience: property-related sector experience is helpful but not essential. • Excellent organisational and multitasking abilities, with strong attention to detail., • Clear and confident written and verbal communication skills., • Proficiency in Microsoft Office; ability to learn new software quickly., • Ability to work independently while contributing effectively to a small team., • Confident liaising with external suppliers, contractors, or professional service partners., • Basic finance or bookkeeping knowledge is desirable but not essential. Hours • Part-Time: (Monday–Friday, TBC) Benefits • Competitive salary based on experience, • Opportunities for career development within a growing organisation, • Supportive, collaborative, and stable work environment

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