Cameron James jobs

Senior Commercial Account Handler/Broker Manager - Newcastle (Hybrid) Salary £50,000 - £60,000 per annum plus benefits Are you an experienced Commercial Insurance professional looking for the next step in your career with a respected and growing broker? We're partnering with an organisation that has built an outstanding reputation for delivering specialist insurance solutions and exceptional client service across the UK. Due to continued growth, they are seeking a Senior Commercial Account Handler / Broking Manager to join their established Newcastle team. This is an excellent opportunity for an ambitious Commercial Account Handler, Senior Broker, or Broking Team Leader who enjoys managing complex commercial risks, building long-term client relationships, and mentoring colleagues within a collaborative environment. This organisation offers genuine long-term career prospects, professional development, and the chance to join a business renowned for its customer retention, employee support, and market reputation. Key responsibilities: - Partner with Account Executives to retain existing clients and support the growth of new commercial insurance business. - Negotiate competitive renewal and new business terms with insurers on behalf of clients. - Prepare and manage all client documentation, including new business, renewals, endorsements, and mid-term adjustments. - Review policy documentation to ensure accuracy and alignment with clients' insurance requirements. - Deliver exceptional day-to-day account management and customer service across a diverse commercial portfolio. - Attend client meetings, providing professional support and maintaining accurate meeting records. - Build and maintain strong working relationships with clients, prospects, insurer partners, and internal stakeholders. - Act as a technical referral point within the team, providing support and guidance to colleagues. - Mentor and develop junior team members, helping to maintain high standards of service and technical expertise. - Assist with training and development initiatives across the wider broking team. - Ensure all activities are conducted in accordance with FCA regulations, compliance standards, and company procedures. - Stay informed of market developments, insurer appetite changes, and industry trends. - Handle inbound and outbound client communications professionally and efficiently. About You: To be successful in this role, you will have: - Previous Commercial Insurance experience gained within a broker environment. - Strong technical knowledge of commercial insurance products and markets. - Excellent negotiation skills with the ability to secure favourable outcomes for clients. - Outstanding communication and interpersonal skills, both written and verbal. - A proactive and customer-focused approach to account management. - The ability to work effectively both independently and as part of a collaborative team. - Strong organisational skills with the ability to manage multiple priorities and deadlines. - Exceptional attention to detail and accuracy. - Strong analytical and problem-solving capabilities. - Previous mentoring, supervisory, or team leadership experience would be advantageous but is not essential. If you wish to apply, please click on the link and a consultant from Cameron James will be in touch

Trainee Mortgage Advisor / Mortgage Broker - Romford £29,500 including Car Allowance OTE £55,000+ Uncapped High Earnings Cameron James Professional Recruitment is proud to be recruiting for an exciting Trainee Mortgage Advisor opportunity within a highly successful and expanding estate agency and financial services business based in Romford. This opportunity would suit an ambitious Trainee Mortgage Advisor, aspiring Mortgage Broker, CeMAP qualified sales professional, or customer-focused individual looking to build a long-term career within financial services. The successful Trainee Mortgage Advisor will benefit from warm leads, full training, administrative support, excellent high earnings potential, structured progression, and the opportunity to work within a supportive and highly successful environment. Key Benefits - £27,000 basic salary - £2,500 car allowance - Uncapped commission structure - Realistic OTE of £55,000+ - Existing lead generation - Full training and mentoring - Full admin support - 33 days paid holiday plus birthday off - Pension, life insurance, and company incentives - Structured career progression Responsibilities - Learning to provide mortgage and protection advice - Building relationships with customers and introducers - Working closely with estate agency branches - Converting warm leads into completed business - Managing applications through to completion - Maintaining FCA compliance standards - Progressing into a successful Mortgage Broker role Requirements - CeMAP qualified or studying towards CeMAP preferred - Strong communication and relationship-building skills - Motivated, target-driven, and professional attitude - Sales or customer-facing experience preferred This is an outstanding opportunity to join a market-leading business offering strong high earnings potential and genuine career progression within the mortgage and financial services sector. For further information, please apply today for a confidential discussion.

Hybrid Mortgage Advisor / Hybrid Mortgage Broker - Harlow - High Earnings Location: Harlow, Essex Salary: Up to £35,000 basic (including car allowance) OTE: £90,000+ uncapped Job Type: Full-Time - Employed or Self-Employed Recruiter: Cameron James Professional Recruitment Cameron James Professional Recruitment is partnering with a successful mortgage and estate agency business in Harlow to recruit an experienced Hybrid Mortgage Advisor / Hybrid Mortgage Broker. This is a high-volume opportunity within a flagship branch, offering strong lead flow, excellent support, and genuine high earnings potential. The role will initially require you to be office-based 3-4 days per week to build relationships with estate agency teams and maximise lead conversion. Once established, hybrid flexibility is offered. You will benefit from a consistent pipeline of 7-10 mortgage leads per week, supported by a high-performing branch completing over 70 property sales per month. With average property values around £350,000 (up to £900,000) and case sizes circa £3,000, this role provides a strong platform to generate earnings in excess of £90,000. Key Responsibilities: - Provide whole-of-market mortgage and protection advice - Conduct face-to-face, telephone, and virtual appointments - Convert estate agency leads into completed business - Build relationships with introducers and branch teams - Manage pipeline and ensure FCA-compliant advice Employed Package: - Basic salary up to £35,000 including car allowance - Uncapped commission and monthly bonuses - Commission splits from 5%-32% - Full admin support Self-Employed Option: - 70% commission on own business - 45% on company-generated leads - Full compliance and admin support Requirements: - CeMAP qualified and CAS status - Experience as a mortgage advisor or mortgage broker - Strong knowledge of mortgages and protection - Driven, target-focused, and professional This is an excellent opportunity for a motivated advisor to join a high-performing environment with strong lead generation, hybrid working, and exceptional earning potential. Apply now for a confidential discussion with Bryn McMillan.

Hybrid Mortgage Advisor / Hybrid Mortgage Broker - Darlington & Middlesbrough Up to £30,000 Basic Including Car Allowance £65,000+ OTE Hybrid Working Cameron James Professional Recruitment is currently recruiting for an experienced hybrid mortgage advisor / hybrid mortgage broker to join a highly successful and expanding estate agency financial services business across Darlington, Middlesbrough, and surrounding North East locations. This is a fantastic opportunity for an ambitious hybrid mortgage advisor looking to join a well-established business offering strong lead generation, hybrid flexibility, excellent commission potential, and long-term career stability. The successful hybrid mortgage broker will benefit from a strong estate agency network generating consistent mortgage opportunities every week. Key Features: - 5-8 qualified mortgage leads per week - Hybrid working model - Strong introducer relationships - Existing client bank - Full admin support - Excellent protection opportunities - High property transaction levels Duties: - Provide whole-of-market mortgage and protection advice - Conduct client appointments face-to-face and remotely - Convert estate agency leads into completed business - Build relationships with branch teams - Manage and progress mortgage pipelines - Deliver excellent customer outcomes Experience Required: - Full CeMAP qualification or equivalent - CAS status - Previous Mortgage Advisor or Mortgage Broker experience - Strong residential mortgage knowledge - Estate agency experience preferred - Commercial and target-driven approach Candidates with full CeMAP qualification and experience operating as a hybrid mortgage advisor within estate agency environments will be particularly suited to this opportunity. Package: - Up to £30,000 basic salary - £65,000+ uncapped OTE - Pension - Death-in-Service - Uncapped commission structure - Self-employed option available - 70% self-generated split - 45% company-generated split This role offers a genuine opportunity for an experienced hybrid mortgage broker with full CeMAP status to maximise earnings while benefiting from excellent lead flow and hybrid flexibility. For a confidential discussion, please contact: Bryn McMillan Financial Services Recruitment Director

Hybrid Mortgage Advisor / Hybrid Mortgage Broker - Manchester City Centre & Salford Quays - High Earnings Location: Manchester City Centre & Salford Quays Salary: Up to £35,000 basic (including car allowance) OTE: £75,000+ (Uncapped) Job Type: Full-Time Employed or Self-Employed Recruiter: Cameron James Professional Recruitment Hybrid Mortgage Advisor / Hybrid Mortgage Broker - Manchester - High Earnings Opportunity Cameron James Professional Recruitment is proud to be partnering with a highly successful and forward-thinking mortgage and estate agency group in Manchester City Centre & Salford Quays . Due to exceptional property volumes, a thriving luxury apartment market, and a strong financial services culture, we are seeking an ambitious Hybrid Mortgage Advisor / Hybrid Mortgage Broker to join this flagship operation. This is a fantastic opportunity for a driven individual looking to maximise high earnings , work within a high-volume environment, and build a highly profitable mortgage desk. The Role - Hybrid Mortgage Advisor / Hybrid Mortgage Broker This is a true hybrid mortgage advisor role, offering a mix of office-based and flexible working. Initially, you will be based in Manchester City Centre 3-4 days per week , allowing you to: - Build strong relationships with estate agency teams - Maximise lead conversion - Establish yourself within a high-performing environment Once established, greater flexibility is offered. You will receive: - High-quality estate agency leads - Business from Manchester City Centre & Salford Quays - Consistent pipeline from multiple branches Performance & Earnings Potential - 20-25 mortgage appointments per month - 8-10 mortgage sign-ups per month - Average case size: £1,800 - Protection conversion: 70%+ Realistically, advisors are generating £180,000+ in annual revenue , delivering high earnings well in excess of £85,000 . Key Responsibilities - Deliver expert whole-of-market advice as a hybrid mortgage advisor / hybrid mortgage broker - Conduct appointments (face-to-face, telephone, and virtual) - Convert 5-8 qualified leads per week - Build and maintain introducer relationships - Manage a strong pipeline to maximise conversions - Ensure FCA compliance and excellent customer outcomes Employed Package - Basic salary up to £35,000 (including car allowance) - Uncapped commission structure - Monthly bonuses - Commission splits from 5%-32% - Pension & Death-in-Service - Full admin support Self-Employed Option - 70% commission on self-generated business - 45% commission on company leads - Full compliance & admin support - Designed for maximum high earnings Requirements - CeMAP qualified (or equivalent) - Competent Adviser Status (CAS) - Experience as a mortgage broker - Ideally have estate agency experience - Strong knowledge of residential mortgages & protection - Driven, target-focused mindset - Ability to thrive in a fast-paced city environment Why Apply? - Work in the heart of Manchester City Centre - Access to high volumes of quality leads - Luxury apartment market exposure - Strong estate agency partnerships - Genuine opportunity for high earnings - Hybrid working model Apply Today For a confidential discussion, please contact: Bryn McMillan Financial Services Recruitment Director Cameron James Professional Recruitment

Trainee Mortgage Advisor / Mortgage Broker - Basildon £29,500 Basic inclduing Car Allowance OTE £55,000+ Uncapped High Earnings Cameron James Professional Recruitment is proud to be recruiting for an exciting Trainee Mortgage Advisor opportunity within a highly successful and expanding estate agency and financial services business based in Basildon. This opportunity would suit an ambitious Trainee Mortgage Advisor, aspiring Mortgage Broker, CeMAP qualified sales professional, or customer-focused individual looking to build a long-term career within financial services. The successful Trainee Mortgage Advisor will benefit from warm leads, full training, administrative support, excellent high earnings potential, structured progression, and the opportunity to work within a supportive and highly successful environment. Key Benefits - £27,000 basic salary - £2,500 car allowance - Uncapped commission structure - Realistic OTE of £55,000+ - Existing lead generation - Full training and mentoring - Full admin support - 33 days paid holiday plus birthday off - Pension, life insurance, and company incentives - Structured career progression Responsibilities - Learning to provide mortgage and protection advice - Building relationships with customers and introducers - Working closely with estate agency branches - Converting warm leads into completed business - Managing applications through to completion - Maintaining FCA compliance standards - Progressing into a successful Mortgage Broker role Requirements - CeMAP qualified or studying towards CeMAP preferred - Strong communication and relationship-building skills - Motivated, target-driven, and professional attitude - Sales or customer-facing experience preferred This is an outstanding opportunity to join a market-leading business offering strong high earnings potential and genuine career progression within the mortgage and financial services sector. For further information, please apply today for a confidential discussion.

Hybrid Mortgage Advisor / Hybrid Mortgage Broker - Hull Up to £30,000 Basic Including Car Allowance £65,000+ OTE Hybrid Working Cameron James Professional Recruitment is currently recruiting for an experienced hybrid mortgage advisor / hybrid mortgage broker to join a highly successful and expanding estate agency financial services business across Hull and East Yorkshire. This is a fantastic opportunity for an ambitious hybrid mortgage advisor looking to join a well-established business offering strong lead generation, hybrid flexibility, excellent commission potential, and long-term career stability. The successful hybrid mortgage broker will benefit from a strong estate agency network generating consistent mortgage opportunities every week. Key Features: - 5-8 qualified mortgage leads per week - Hybrid working model - Strong introducer relationships - Existing client bank - Full administration support - Excellent protection opportunities - High property transaction levels Duties: - Provide whole-of-market mortgage and protection advice - Conduct client appointments face-to-face and remotely - Convert estate agency leads into completed business - Build relationships with branch teams - Manage and progress mortgage pipelines - Deliver excellent customer outcomes Experience Required: - Full CeMAP qualification or equivalent - CAS status - Previous Mortgage Advisor or Mortgage Broker experience - Strong residential mortgage knowledge - Estate agency experience preferred - Commercial and target-driven approach Candidates with full CeMAP qualification and experience operating as a hybrid mortgage advisor within estate agency environments will be particularly suited to this opportunity. Package: - Up to £30,000 basic salary - £65,000+ uncapped OTE - Pension - Death-in-Service - Uncapped commission structure - Self-employed option available - 70% self-generated split - 45% company-generated split This role offers a genuine opportunity for an experienced hybrid mortgage broker with full CeMAP status to maximise earnings while benefiting from excellent lead flow and hybrid flexibility. For a confidential discussion, please contact: Bryn McMillan Financial Services Recruitment Director

Commercial Insurance - Business Development Executive Team Leader Competitive Salary + Commission Brighton A fantastic opportunity for a target-driven sales leader to step into a hands-on role, driving new business while leading a high-performing BD team. The Role Deliver qualified appointments per month for New Business Executives Hit monthly income target (uncapped commission) Maintain strong pipeline activity Generate leads for the business Manage and develop your own pipeline and CRM data Leadership Lead the BD team day-to-day (performance, absence, coaching) Report into the New Business Manager Drive team output and lead from the front About You Proven sales performer with a track record of hitting targets Experience leading or mentoring a team Resilient, organised, and commercially focused Acturis experience High impact role + strong earning potential + clear progression Apply now or reach out for a confidential chat

Commercial Insurance New Business Development - Internal Sales Location: Warwick Salary: base to 40k per annum (DOE) + Bonus on Sales, flex Benefits, Warm Leads Provided Are you a highly motivated and results-driven individual with a passion for forging new relationships? Do you possess a deep understanding of the insurance landscape and a proven track record in driving business growth? If so, we want to hear from you! Our clients are a rapidly expanding and innovative insurance brokerage dedicated to delivering exceptional value and tailored solutions to their clients, they pride themselves on their client-centric approach, cutting-edge technology, and collaborative team environment. As they continue to expand their market presence, they are seeking a dynamic and proactive New Business Development Broker to join their thriving team. The Opportunity: This is a pivotal role for an ambitious individual who thrives on identifying and converting new business opportunities. You will be instrumental in expanding our clients book of Business forging strategic partnerships, and contributing directly to their continued success. You'll be given the autonomy to shape your approach, supported by a dedicated team and market-leading products/services. Key Responsibilities: - Lead Generation & Prospecting: Proactively identify and qualify new business opportunities through various channels, including market research, networking, cold outreach, and leveraging industry connections. ( Some Leads are provided) - Relationship Building: Develop and nurture strong, lasting relationships with prospective clients, key decision-makers (e.g., business owners, HR managers, fellow brokers, specific industry stakeholders), and introducers. - Solution Presentation: Conduct compelling presentations and product demonstrations, clearly articulating the value proposition of our clients insurance solutions and how they address client needs. - Needs Analysis & Tailoring: Conduct in-depth needs analysis to understand client requirements and challenges, then expertly tailor insurance solutions to meet their specific objectives. - Negotiation & Closing: Lead negotiations and effectively close new business deals, consistently achieving and exceeding ambitious sales targets. - Pipeline Management: Maintain a robust sales pipeline using our clients CRM system, ensuring accurate forecasting and detailed reporting of activities and progress. - Market Intelligence: Stay abreast of industry trends, competitor activities, and regulatory changes (e.g., FCA guidelines) to identify new opportunities and inform strategic discussions. - Collaboration: Work closely with internal teams, including Underwriting, Claims, Account Management, and Marketing, to ensure seamless client onboarding and ongoing satisfaction. - Brand Ambassador: Represent the company at industry events, conferences, and networking functions, enhancing our reputation and expanding our professional network. What We're Looking For: - Proven Sales Acumen Demonstrable experience in B2B new business development, ideally within the insurance or financial services sector. - Insurance Knowledge: A strong understanding of the general insurance market, SME and Commercial Insurance classes - Exceptional Communication: Outstanding verbal, written, and presentation skills, with the ability to articulate complex concepts clearly and persuasively to diverse audiences. - Relationship Builder: A natural flair for building rapport, trust, and long-term relationships with clients and partners. - Results-Oriented: A highly motivated and driven individual with a proven track record of consistently exceeding sales targets. - Strategic Thinker: Ability to identify opportunities, develop strategic plans, and execute them effectively. - Self-Starter: Proactive, self-disciplined, and capable of managing your own time and priorities effectively. - Tech-Savvy: Proficient in CRM software Microsoft Office Suite. - Full UK Driving Licence: Essential for client visits and travel. What our client can offer - A competitive basic salary with a highly rewarding, market leading commission structure. - Comprehensive benefits package - Opportunities for continuous professional development and support for CII qualifications. - A collaborative and supportive team environment with a strong company culture. - Genuine opportunities for career progression within a growing organisation. - Flexible working options considered for experienced candidates. If you are ready to take the next step in your career and make a significant impact within a forward-thinking insurance business, please click on the link and a consultant from Cameron - James Professional Recruitment will be on contact with you

Commercial Insurance Development Broker - Location: Southend on Sea - Salary: £45,000 - £50,000 base salary (dependent on experience) + Excellent Bonus Structure - Job Type: Permanent, Full-time - Hybrid working About Our client They are a leading, highly respected independent commercial insurance brokerage experiencing rapid growth across the UK. They pride themselves on offering bespoke, highly tailored insurance and risk management solutions to mid-market and corporate clients. Unlike rigid corporate environments, they provide their brokers the autonomy, market access, and technical backing they need to succeed. If you are an ambitious, self-motivated insurance professional with a "hunter" mentality and a passion for winning, our client wants you on thier team. The Role As a Commercial Insurance Development Broker , your primary focus is driving growth. You will be responsible for identifying, prospecting, and converting new commercial business leads into long-term clients. You will work closely with a dedicated in-house Account Handlers, allowing you to focus on client acquisition and market negotiations while knowing your clients' day-to-day administration is in safe hands. Key Responsibilities: - Pipeline & Lead Generation: Proactively identify, self-generate, and build a robust pipeline of mid-market and corporate prospective clients. - Risk Analysis & Program Design: Visit prospective clients to conduct thorough risk assessments, evaluate their business exposures, and design bespoke, comprehensive insurance programs. - Market Negotiation: Leverage our extensive insurer relations to negotiate competitive terms and robust coverage structures with underwriters. - Client Pitches & Presentations: Deliver compelling, professional pitches and proposals directly to directors, business owners, and C-suite executives. - Collaboration: Work alongside dedicated Account Handlers to transition new wins smoothly into our servicing portfolio. About You You are an energetic, commercial generalist who is as comfortable negotiating with a Lloyds underwriter as you are pitching to a manufacturing business director. Key Requirements: - Proven Track Record: At least 3-5+ years of experience within commercial insurance broking, with a demonstrable history of winning new business. - Technical Knowledge: Strong technical understanding of core commercial lines (including Commercial Combined, Property, Liability, Fleet, and Financial Lines). - Communication & Negotiation: Exceptional face-to-face and written communication skills with the ability to build immediate trust and rapport. - Professional Credentials: Cert CII qualified is highly desirable, with a commitment to working towards Dip CII/ACII. - Mobility: A valid UK driving license is essential for visiting prospects and clients. How to Apply If you are ready to take control of your career and join a firm that genuinely rewards your drive, please apply with your CV today.

Mortgage Performance & Development Manager / Mortgage Trainer Location: Surrey, Sussex & Hampshire Salary: £42,500 + £2,500 Bonus + £4,000 Car Allowance OTE: £49,000+ Permanent Full Time An Outstanding Opportunity Within Financial Services Cameron James Professional Recruitment is delighted to be recruiting an experienced Mortgage Performance & Development Manager / Mortgage Trainer on behalf of one of the UK's fastest-growing Financial Services organisations. This newly created role offers the opportunity to develop Mortgage Advisors across Surrey, Sussex and Hampshire through structured coaching, onboarding, mentoring and performance management. If you enjoy helping others succeed and have a strong mortgage advisory background, this represents an excellent long-term career opportunity. Responsibilities - Deliver structured induction programmes. - Coach newly recruited Mortgage Advisors. - Improve advisor productivity and protection performance. - Conduct regular coaching and development reviews. - Support advisors within FCA Training & Competency standards. - Produce performance reports and recommendations. - Work alongside Area Mortgage Managers and senior leadership teams. Candidate Profile Applicants will ideally have experience as: - Mortgage Trainer - Mortgage Performance & Development Manager - Mortgage Adviser - Mortgage Broker - Mortgage Coach - Area Mortgage Manager - Financial Services Trainer You will also possess: - CeMAP Qualification. - Excellent coaching skills. - Strong mortgage knowledge. - Excellent communication skills. - Full Driving Licence. Benefits - Competitive Basic Salary - Performance Bonus - Car Allowance - Pension - Life Assurance - 33 Days Holiday - Birthday Leave - Structured Career Progression - Excellent High Earnings Potential This is an outstanding opportunity to join a respected employer where you can genuinely influence the success of Mortgage Advisors whilst enjoying excellent long-term career prospects.

Commercial Account Handler - Newcastle Upon Tyne (Hybrid) Salary up to £50,000 plus benefits Cameron James is recruiting on behalf of a leading insurance broker who is looking to add a Commercial Account Handler to their team to help deliver a consistently high-quality level of client service. This is an excellent opportunity for someone who enjoys the technical side of commercial insurance, values autonomy, and wants to work in an environment where expertise is genuinely respected. The role As Commercial Account Handler, you'll be responsible for the day-to-day servicing of commercial clients. The role is broad and hands-on, covering renewals, mid-term adjustments, insurer negotiations, and client queries across a varied commercial book. You'll be trusted to manage your workload, maintain strong relationships, and ensure clients receive accurate, timely, and compliant advice. Experience: - Proven experience in a commercial insurance brokerage role - Solid technical understanding of commercial insurance products - Strong organisational skills and attention to detail - Confident communicator with insurers and clients - Ability to manage multiple accounts and deadlines effectively - Professional, reliable, and service-driven approach What's on offer: - A stable role with a well-respected organisation - Supportive team environment with experienced professionals - Exposure to a diverse and interesting commercial portfolio - Competitive salary, dependent on experience - Ongoing training and long-term career progression If you wish to apply, please click on the link and a consultant from Cameron James will be in touch

Paraplanner Location: Hybrid (office/home working) Office Uxbridge Hours: Full-time (37.5 hours per week) Salary: Competitive, dependent on experience Our clients are an independent financial planning practice committed to building long-term client relationships through exceptional personal service. As the business continues to grow, they are looking for an experienced Paraplanner to join the team. The Role The Paraplanner will work closely with Financial Advisers to provide high-quality technical support throughout the financial planning process. You will be responsible for researching and analysing client circumstances, preparing suitability reports and helping advisers deliver clear, well-considered financial planning recommendations. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to be part of a collaborative team where quality of advice and client outcomes are the priority. Key Responsibilities Prepare high-quality suitability reports across pensions, investments and protection. Undertake technical research and analysis to support client recommendations. Analyse provider information and existing arrangements. Carry out product, platform and fund research using industry tools, including FE Analytics where appropriate. Support advisers in developing appropriate financial planning strategies. Assist with complex technical queries and case preparation. Review and interpret information received through Letters of Authority (LOAs). Liaise with providers, platforms and third parties where required. Maintain accurate client records and workflows within Intelligent Office. Keep up to date with regulatory and technical developments. Essential Skills and Experience Previous experience working as a Paraplanner within an IFA or Wealth Management practice. Strong technical knowledge of pensions, investments and protection. Experience preparing suitability reports. Excellent analytical and report-writing skills. Strong attention to detail. Ability to manage multiple cases and priorities. Excellent written and verbal communication skills. Desirable Skills and Experience Diploma in Financial Planning (or working towards Chartered status). Experience using Intelligent Office (iO). Experience using FE Analytics. Knowledge of cashflow modelling software would be advantageous Career Development Whether your ambition is to deepen your technical expertise, progress towards Chartered status or develop specialist knowledge in particular areas of financial planning, they are committed to supporting your ongoing professional development. Salary & Benefits Competitive salary, dependent on experience. Business Performance Bonus Scheme - As team members become established within the business, they have the opportunity to participate in our business performance bonus scheme. £3,000 per annum. Hybrid working. Ongoing professional development and technical training. Support towards further professional qualifications. Opportunity to develop within a growing independent financial planning practice.