Kalon Financial Ltd jobs

    3 live vacancies at Kalon Financial Ltd. Apply directly — no sign-up required.

    Trainee Protection Adviser

    Kalon Financial Ltd

    Accounting
    Hybrid
    Manchester, City
    Permanent
    Competitive

    PROTECTION ADVISER FULL TRAINING PROVIDED Self-Employed Flexible Working Full Training & Mentoring Uncapped Earning Potential Looking for a career with real earning potential rather than just another job? Do you enjoy working with people, building relationships and helping others? If you're ambitious, motivated and prepared to learn, this could be the start of a genuinely rewarding career. I'm working with a well-established business operating across Protection, Mortgage & Wealth that is looking to develop the next generation of Protection Advisers. No previous protection experience is required. This is a self-employed opportunity, but unlike many self-employed roles, you won't be expected to build everything on your own. From day one, you'll receive structured training, ongoing mentoring and the backing of experienced advisers who are committed to helping you succeed. We'll give you the knowledge, confidence and practical skills needed to build a successful career in protection advice. What you'll learn We'll teach you how to: - Understand clients' needs and recommend the right protection solutions - Build long-term relationships with customers - Develop your communication and advisory skills - Grow your confidence in speaking with clients - Build a successful client base - Create a career with genuine long-term earning potential We'll invest in your success This isn't a sink-or-swim environment. You'll receive: - A structured training programme - One-to-one mentoring from experienced advisers - Live case support while you learn - Ongoing coaching and development - Access to proven systems, technology and marketing support - Everything you need to become a successful Protection Adviser Your success is the business's success, which is why you'll be supported every step of the way. What's on offer? - Full training with no previous protection experience required - Self-employed opportunity with the backing of an established business - Complete flexibility to manage your own diary - Weekly pay - Uncapped commission and high earning potential - Ongoing mentoring and support - Friendly, supportive culture - Long-term career progression - Access to Mortgage, Wealth & Protection specialists As your experience, confidence and client base grow, so does your earning potential. There are no salary bands or earning limits your income reflects the effort you put in. Why this career? Protection Advisers don't just sell insurance. They help people protect what matters most. Whether it's making sure a family can stay in their home, protecting someone's income if they're unable to work or giving clients peace of mind for the future, the advice you give can make a real difference. Few careers offer the opportunity to help people whilst building a successful future for yourself. Who we're looking for You don't need experience in protection. We're looking for people with the right attitude. You'll thrive if you: - Enjoy talking to and helping people - Are ambitious and self-motivated - Want flexibility and control over your working day - Are willing to learn and develop - Want a career where hard work is recognised and rewarded If you're looking for more than just another job and want to build a career with excellent training, ongoing support, flexibility and genuine long-term earning potential, we'd love to hear from you. We'll provide the training, support and tools. The rest is up to you.

    IFA Administrator

    Kalon Financial Ltd

    Accounting
    On-Site
    Location not specified
    Permanent
    Competitive

    IFA Administrator Glasgow (Office-Based) A well-established and highly regarded IFA firm in Glasgow is looking to appoint an experienced IFA Administrator to join their growing team. This is an excellent opportunity to join a stable, supportive business where you ll play a key role in supporting advisers and ensuring a smooth client journey from start to finish. The Role: You ll provide full administrative support to Financial Advisers, helping to deliver a high-quality service to clients. Key responsibilities include: - Preparing documentation for client meetings and reviews - Processing new business across pensions, investments & protection - Liaising with providers, clients, and advisers - Managing pipelines and tracking cases through to completion - Maintaining accurate records on back-office systems What s on offer: - Competitive Salary - Company benefits - Supportive and collaborative team environment - Long-term stability within an established firm - Opportunity to develop and progress over time About you: - Experience working as an IFA Administrator - Good understanding of financial services products and processes - Highly organised with strong attention to detail - Confident communicator with a proactive approach This role would suit an experienced administrator looking for a long-term position within a professional and friendly firm.

    Junior Paraplanner

    Kalon Financial Ltd

    Accounting
    On-Site
    Swindon, City
    Permanent
    Competitive

    Junior Paraplanner Swindon Full-Time Office Based Training & Career Development Looking to take the next step in your Financial Services career? If you're currently working as an IFA Administrator, Financial Planning Administrator or Client Services Administrator and want to move into paraplanning, or you're already a Junior Paraplanner looking for a business that will help you develop further, this could be the opportunity you've been waiting for. I'm working with a well-established and highly respected financial planning firm in Swindon that's committed to developing its people. You'll work alongside experienced Financial Advisers and Paraplanners, receiving hands-on mentoring, structured training and the support needed to build a successful long-term career. This isn't just another administration role. It's an opportunity to develop your technical knowledge, gain exposure to a wide range of financial planning cases and progress into a fully established Paraplanner. The Role You'll work closely with the advisory and paraplanning teams, supporting the delivery of high-quality financial advice while building your own technical expertise. Your responsibilities will include: - Supporting Financial Advisers and Paraplanners with client cases - Researching pensions, investments and protection solutions - Assisting with suitability reports and recommendation documents - Liaising with providers to obtain policy and product information - Preparing documentation for client meetings - Maintaining accurate client records and case files - Continuously developing your technical knowledge through mentoring and on-the-job training About You We're looking for someone who is motivated, organised and keen to build a long-term career in financial planning. You'll ideally have: - Experience within Financial Services - Experience as an IFA Administrator, Financial Planning Administrator, Client Services Administrator or Junior Paraplanner - Excellent attention to detail and organisational skills - Strong written and verbal communication skills - A genuine ambition to build a career in paraplanning - Progress towards the Diploma in Financial Planning would be advantageous, but isn't essential What's On Offer - A clear career pathway into paraplanning - Structured training and ongoing mentoring from experienced professionals - Support towards professional qualifications - Genuine opportunities for long-term progression - Exposure to a broad range of financial planning cases - A supportive and collaborative team environment - The opportunity to develop your technical skills with an established and respected financial planning firm If you're looking for a business that will invest in your future, support your development and give you every opportunity to build a successful career in paraplanning, we'd love to hear from you.