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Recruit UK

Mortgage Administrator

Discover opportunities in this area

Mortgage Administrator

Southampton, Hampshire

Up to £28,000

Mortgage Administrator

Solihull

Up to £25,000

Mortgage Administrator

Chepstow

£23,000 - £26,000 

Mortgage Administrator / PA

Poole

£23,000 - £25,000 

Mortgage Administrator

Bath

Circa £27,000 

Mortgage Administrator

POSITION FILLED

Chippenham

Hybrid Working

24,000 - £25,000 

Mortgage and Protection Adviser- South London

POSITION FILLED

London

Full Time

28k - 30k 

Paraplanner/Trainee Financial Planner Ref 12586

POSITION FILLED

Coventry

Full Time

up to 40,000 + bonus 

Self-employed Mortgage Advisers- South Wales

POSITION FILLED

Mountain Ash

Self-employed

80/20 split 

Mortgage Adviser

POSITION FILLED

Boston

Full Time|Self-employed

25,000 (Plus Commission And Bonuses) OTE 50,000 - 60,000 

Account Manager/ Mortgage & Protection Adviser

POSITION FILLED

Boston

Full Time|Self-employed

35,000 (Plus Commission And Bonuses) 

Mortgage Administrator – Plymouth

POSITION FILLED

Plymouth

Full Time

18K - 21K 

Mortgage administrator – Hertfordshire

POSITION FILLED

Full Time|Part Time|Self-employed

18,000 - 20,000 (Full time or part time) 

Mortgage Adviser – Kingston upon Thames

POSITION FILLED

Kingston upon Thames

Full Time

c35k- 40k 

Mortgage Adviser – Chippenham

POSITION FILLED

Chippenham

Full Time

25,000 + commission 

Mortgage Paraplanner – London

POSITION FILLED

London

Full Time

30k 

Discover opportunities in this area

Compliance Consultant

West Midlands

£35,000 – £50,000 

Compliance Technician

Full Time

Up to £42,000 

Compliance Oversight and Risk Officer

POSITION FILLED

Bristol

Hybrid Working

£40,000 

Compliance Manager

POSITION FILLED

Coventry

Full Time

Up to 60,000 (salary negotiable dependent on experience) 

Transfers Officer

POSITION FILLED

Northwich

Hybrid Working

22,000 

Field-Based Compliance Consultant

POSITION FILLED

Swindon

Full Time

circa 45,000 

Compliance Manager

POSITION FILLED

Horsham

Full Time

Up to 60,000 

Compliance Director

POSITION FILLED

Full Time|Work From Home

Up to 60,000 

Compliance/Pension Transfer

POSITION FILLED

Birmingham

Flexible Working|Full Time|Work From Home

40,000 - 50,000 

Compliance Manager

POSITION FILLED

Winston-Salem

Full Time

35,000 per annum 

Compliance Officer

POSITION FILLED

Cardiff

Full Time

25,000 - 35,000 

Central Compliance & Policy Oversight Officer

POSITION FILLED

Horsham

Full Time

50,000 - 60,000 

Compliance & Training Superviser

POSITION FILLED

Horsham

Full Time

Up to 45,000 

Compliance Manager

POSITION FILLED

Canterbury

Full Time

35,000 - 50,000 

Compliance Officer – Directly Authorised Financial Advice Firm

POSITION FILLED

Newcastle-under-Lyme

Full Time

c32k 

Compliance Officer

POSITION FILLED

Horsham

Full Time

Up to 40,000 

Senior Management

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Senior Paraplanner – London Wealth Management Firm

POSITION FILLED

London

Full Time

40k-50k 

Senior Paraplanner

Home Based, South West

£40,000 - £48,000 

Senior Fund Oversight Manager

Glasgow

£60,000 

Senior Paraplanner

London

Hybrid Working

£45,000 - £55,000 

Trainee Paraplanner/Senior IFA Administrator

POSITION FILLED

Coventry

Full Time

Up to £35,000 

Senior Investment Operations Manager

POSITION FILLED

Glasgow

Hybrid Working

Up to £75,000 

Senior Client Administrator

POSITION FILLED

Birmingham

Hybrid Working

Up to £30,000 (higher salary negotiable) 

Senior Paraplanner

POSITION FILLED

Newcastle upon Tyne

Full Time|Hybrid

Up to 48,000 (+ discretionary) 

Senior Administrator

POSITION FILLED

Poole

Full Time|Hybrid

25,000 - 30,000 

Senior Financial Administrator

POSITION FILLED

Birmingham

Full Time|Work From Home

Up to £32,000 (Depending on skills and experience) 

Senior IFA Administrator

POSITION FILLED

Stoke-on-Trent

Full Time

Up to 26,000 

Senior Paraplanner

POSITION FILLED

Flexible Working|Full Time|Work From Home

30,000 - 50,000 

Senior Manager, Business Recovery

POSITION FILLED

Full Time

Negotiable 

Senior Paraplanner

Barnstaple

Work From Home

£35,000 - £42,000 

Senior Client Administrator

POSITION FILLED

Manchester

Hybrid Working

30000 

Senior Financial Administrator

Birmingham

Full Time

Up to £32,000 depending on skills and experience 

Paraplanning

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Trainee Paraplanner

Remote (Midlands preferable)

£25,000 – £32,000 

Paraplanner

Chelmsford

£33,000 - £45,000 

Paraplanner

Uxbridge

£35,000 - £40,000 

Junior Paraplanner

Sutton, Surrey

£30,000 

Paraplanner

Sutton, Surrey

£44,000 - £48,000 (negotiable depending on experience) 

Trainee Paraplanner

Sheffield

Up to £28,000

Paraplanner

London

Up to £65,000

Paraplanner

Cardiff

£30,000 – £40,000 

Paraplanner

Bristol

£35,000 - £45,000 

Senior Paraplanner

London

Up to £54,000

Paraplanner

York or Leeds

Up to £42,000

Paraplanner

Surrey

£35,000 – £45,000 

Junior Paraplanner

Cardiff

£24,000 - £28,000 

Paraplanner

Spalding

Up to £43,000

Paraplanner

London

Up to £49,000

Paraplanner

Worthing

Up to  £43,000

Discover opportunities in this area

Operations Manager

London

Up to £52,000

Operations Executive – Operational Tax

Liverpool

Flexible Working

Up to  £23,000

Operations Executive (Account Opening)

Flexible Working

Up to £22,000 

Operations Executive (Vetting, XP Docs)

Flexible Working

Up to £23,000 

Risk Manager

POSITION FILLED

Horsham

Full Time

45,000 - 50,000 

Operations Manager

POSITION FILLED

Full Time

35,000 - 45,000 

Strategic Operations Manager

POSITION FILLED

Bridgend

Full Time

Up to 40,000 

Operations Manager

POSITION FILLED

Full Time

45,000 - 50,000 

Business Recovery Manager

POSITION FILLED

Cardiff

Full Time

Negotiable 

Operations Manager

POSITION FILLED

Bristol

Full Time

Up to 35,000 

SIPP/SSAS Department Manager – Bristol

POSITION FILLED

Bristol

Full Time

32k-40k 

Internal Audit Manager – Bristol

POSITION FILLED

Bristol

Full Time

c45k–55K 

Client Relationship Manager

POSITION FILLED

Cardiff

Full Time

up to 25,000 

Adviser Support Operations Manager

POSITION FILLED

Glasgow

Full Time

40,000 - 45,000 + Negotiable 

Operations Executive

POSITION FILLED

Winston-Salem

Full Time

28,000-32,000 

Operations Manager

POSITION FILLED

Full Time

up to 30,000 (dependent on experience) 

Administrator

Discover opportunities in this area

Employee Benefits Administrator

Manchester

£27,000 

New business Administrator

Bristol

£25,000 - £30,000 

Wealth Management Administrator

Guildford

Up to £35,000

Administrator (Part-Time)

Southampton, Hampshire

£23,000 - £25,000 (pro-rata) 

Pensions Administrator

Gloucester

£30,000 - £32,000 

Administrator

Bath, Cheltenham, Chelmsford

£25,000 - £28,000 

Senior Administrator

Bromley

Up to £34,000

Employee Benefits Administrator

Up to £35,000

Administrator

Bristol

£20,000 - £25,000 

Administrator

Bristol

£25,000 - £30,000 

Administrator

Manchester

Up to £22,000

Administrator

London

Available upon request 

Business Support Administrator

Northwich

Up to £25,000

Investment Administrator

Edinburgh

Up to £28,000

Administrator

Crediton

Up to £26,000

Employee Benefits Administrator

Remote

£28,000 - £35,000 

Mortgage Adviser

Discover opportunities in this area

Mortgage and Protection Adviser

Cardiff

£25,000 

Mortgage Adviser

Remote

£30,000 - £35,000 

Mortgage Adviser

POSITION FILLED

Borehamwood

Full Time|Hybrid

30,000 - £50,000 

Mortgage Adviser

POSITION FILLED

Cardiff

Full Time

25,000 (negotiable) 

Mortgage and Protection Adviser

POSITION FILLED

Full Time|Work From Home

30,000 (OTE 100,000) 

Mortgage and Protection Adviser

POSITION FILLED

Weston-super-Mare

Full Time|Work From Home

25,000 - 30,000 

Mortgage Adviser

POSITION FILLED

Swindon

Full Time

25,000 – 30,000 

Mortgage Adviser

POSITION FILLED

Boston

Full Time|Self-employed

25,000 (Plus Commission And Bonuses) OTE 50,000 - 60,000 

Self-employed Mortgage Advisers- South Wales

POSITION FILLED

Mountain Ash

Self-employed

80/20 split 

Account Manager/ Mortgage & Protection Adviser

POSITION FILLED

Boston

Full Time|Self-employed

35,000 (Plus Commission And Bonuses) 

Trainee Mortgage Adviser – Bristol

POSITION FILLED

Bristol

Full Time

c25k 

Mortgage Manager

POSITION FILLED

Bath

Full Time

50000 - 60000 

Trainee Financial Planner (Perfect for a Mortgage Adviser with Level 4) Bracknell

POSITION FILLED

Bracknell

Full Time

28k-30k 

Mortgage Administrator – Plymouth

POSITION FILLED

Plymouth

Full Time

18K - 21K 

Mortgage administrator – Hertfordshire

POSITION FILLED

Full Time|Part Time|Self-employed

18,000 - 20,000 (Full time or part time) 

Trainee Financial Planner – London

POSITION FILLED

London

Full Time

30k- 50k 

Employee Benefit

Discover opportunities in this area

Corporate and Employee Benefits Adviser

POSITION FILLED

Bristol

Full Time

46k - 55k 

Employee Benefits Administrator

POSITION FILLED

Glasgow

Flexible Working|Full Time

25,000-30,000 

Investment Analyst

POSITION FILLED

Cardiff

Full Time

30,000+ 

Employee Benefits Adviser

POSITION FILLED

London

Flexible Working|Full Time

(circa 50-55k) 

Employee Benefits Administrator

POSITION FILLED

Gloucester

Flexible Working|Full Time

Up to 27,000 

Employee Benefits Advisor

POSITION FILLED

Full Time|Remote Working

37,500-45,000 

Head of Human Resources

POSITION FILLED

London

Full Time

Up to 90,000 

Employee Benefits Account Manager – North London

POSITION FILLED

London

Full Time

28,000 - 30,000 

Financial Planner

Discover opportunities in this area

Chartered Financial Planner

Cambridge

Up to £100,000

Financial Planning Director

London

Up to £110,000

Financial Planner

Annecy, France

€60,000 

Financial Planner

Paphos, Cyprus

€60,000 + Bonus 

Financial Planner

Surrey

Negotiable 

Financial Planner

Birmingham

Up to £80,000

Financial Planner

Tenerife

€60,000 + Bonus 

Financial Planner

Marbella

€60,000 + Bonus 

Senior Financial Planner

Glasgow

Highly competitive 

Financial Planner

Edinburgh

Up to £60,000

Financial Planner (existing client book)

London / Surrey

Up to £70,000

Financial Planner

Winchester

£65,000 - £75,000 

Financial Planner

High Wycombe, Buckinghamshire

Up to Up to £60,000 + Bonus

Financial Planner

Birmingham (Remote)

Up to £50,000

Head of Integrations

Birmingham (Remote)

Up to £80,000

Training and Development Coach

Birmingham (Remote)

Up to £55,000

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Position Filled

Chartered Financial Planner

Cambridge

Up to £100,000

Trainee Paraplanner

Remote (Midlands preferable)

£25,000 – £32,000 

Paraplanner

Chelmsford

£33,000 - £45,000 

Compliance Manager

Gloucester

£45,000 - £50,000 

IFA Administrator – Part-time

Bristol

£26,000 - £30,000 

IFA Administrator

Finchley, London

£30,000 - £40,000 

Paraplanner

Uxbridge

£35,000 - £40,000 

IFA Administrator

Manchester

£23,000 - £28,000 

Employee Benefits Administrator

Manchester

£27,000 

Financial Adviser

Sale

£50,000 - £60,000 

Financial Adviser

York

£60,000 

Financial Adviser

Stockton on Tees

£50,000 

Junior Paraplanner

Sutton, Surrey

£30,000 

Paraplanner

Sutton, Surrey

£44,000 - £48,000 (negotiable depending on experience) 

Financial Adviser

Sutton

Basic Salary of Up to  £85,000 (OTE £100k+)

Trainee Paraplanner

Sheffield

Up to £28,000

Financial Planning Director

London

Up to £110,000

Financial Adviser

South London

£37,000 - £40,000 

Can't Find The Job You Are Looking For? 

IFA Administrator

Discover opportunities in this area

IFA Administrator – Part-time

Bristol

£26,000 - £30,000 

IFA Administrator

Finchley, London

£30,000 - £40,000 

IFA Administrator

Manchester

£23,000 - £28,000 

IFA Administrator

Bristol

£26,000 - £34,000 

IFA Administrator

Bristol

Up to £28,000

IFA Administrator

Cirencester

£25,000 - £28,000 

IFA Administrator

Brighton

£28,000 - £34,000 

Senior IFA Administrator

Mansfield

£25,000 - £35,000 

IFA Administrator

Birmingham

£24,000 - £27,000 

IFA Administrator

Saffron Walden

£25,000 - £30,000 

IFA Administrator

Up to £28,000

IFA Administrator

Nottingham

Up to £40,000

IFA Administrator

Grimsby or Beverly

£28,000 - £32,000 

Senior IFA Administrator

Leeds

Up to £30,000

IFA Administrator

Birmingham

£20,000 - £26,000 

IFA Administrator

Sheffield

£25,000 - £28,000 

Welcome to

RECRUIT UK 

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Mindful recruitment for financial services

Explore new opportunities

Discover your full potential today

We help financial services professionals develop their careers with employers who truly align with their values and aspirations.

Looking to hire?

Finding the right talent for your company isn’t easy, which is why we’re here to help. Whether you’re looking for a financial planner, mortgage adviser, or anything in between. Our proactive approach to recruitment is here to relieve the stress of hiring. So, what are you waiting for?

Want to join our team?

We plant trees for every Recruit UK employee and every placement made!

We plant trees for every Recruit UK employee and every placement made!

Our impact 

Positive change 

We are proud to join a small number of UK companies in our sector in being B Corp Certified.  Download our 2023/4 Impact Report & discover how we are meeting high standards of social & environmental impact.

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As featured in...

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PRIVACY POLICY

Background: Recruit UK Limited understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of all our customers and will only collect and use personal data in ways that are described here, and in a way, that is consistent with our obligations and your rights under the law.

1. What Does This Notice Cover?

This Privacy Information explains how we use your personal data: How it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

2. What is Personal Data?

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’. Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

3. What Are My Rights?

Under the GDPR, you have the following rights, which we will always work to uphold:

a) The right to be informed about our collection and use of your personal data. This Privacy Notice should tell you everything you need to know, but you can always contact us to find out more or to ask any questions.

b) The right to access the personal data we hold about you.
c) The right to have your personal data rectified if any of your personal data held by us is inaccurate or incomplete.
d) The right to be forgotten, i.e. the right to ask us to delete or otherwise dispose of any of your personal data that we have.
e) The right to restrict (i.e. prevent) the processing of your personal data.
f) The right to object to us using your personal data for a particular purpose or purposes.

g) The right to data portability: This means that if you have provided personal data to us directly, we are using it with your consent or for the performance of a contract, and that data is processed using automated means. You can ask us for a copy of that personal data to re-use with another service or business in many cases.

h) Rights relating to automated decision-making and profiling: We do not use your personal data in this way

i) For more information about our use of your personal data or exercising your rights as outlined above. Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau. If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.

4. What Personal Data Do We Collect?

We may collect some or all the following personal data (this may vary according to your relationship with us):

  • Name;
  • Address;
  • Email address;
  • Telephone number;
  • Business name;
  • Job title;
  • Profession;
  • Information about your preferences and interests

5. How Do You Use My Personal Data?

Under the GDPR, we must always have a lawful basis for using personal data. This may be because the data is necessary for our performance of a contract with you, because you have consented to our use of your personal data, or because it is in our legitimate business interests to use it. Your personal data will be used for or may be used for one of the following purposes:

  • Providing and managing your account.
  • Supplying our services to you. Your personal details are required in order for us to enter into a contract with you.
  • Personalising and tailoring our services for you.
  • Communicating with you. This may include responding to emails or calls from you.
  • Supplying you with information by email and/or post that you have opted-in to (you may unsubscribe or opt-out at any time by emailing [email protected].

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email and/or telephone and /or text message and/or post with information, news, and offers on our services. We will always work to fully protect your rights and comply with our obligations under the GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt out.

6. How Long Will You Keep My Personal Data?

Due to the nature of recruitment, a significant number of candidates reconnect with our organisation periodically. It is not uncommon for this to occur years after we have placed them in a role. For this reason, your consent includes explicit consent to retain your personal details until you wish us to delete your records from our database or refrain from further engagement.

7. How and Where Do You Store or Transfer My Personal Data?

We will only store or transfer your personal data in the UK or elsewhere in the EU. This means that it will be fully protected under the GDPR.

  • We store all data in specific company applications unique to us
  • All application access is via secure password or biometric control
  • In line with our Data Retention Policy, your data is deleted once

a) we no longer have a relevant use for it
b) it has passed the relevant expiry date

8. Do You Share My Personal Data?

We will not share any of your personal data with any third parties for any purposes, subject to one important exception. In some limited circumstances, we may be legally required to share certain personal data, which
might include yours, if we are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.

If any of your personal data is required by a third party, as described above, we will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, our obligations, and the third party’s obligations under the law.

9. How Can I Access My Personal Data?

If you want to know what personal data we have about you, you can ask us for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”.All subject access requests should be made in writing and sent to the email or postal addresses shown below.

There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover our administrative costs in responding.

We will respond to your subject access request within 14 days and, in any case, not more than one month of receiving it. Normally, we aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date we receive your request.

You will be kept fully informed of our progress.

10. Contact details

Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street
Bristol
BS1 1LT

11. Complaints procedure

If you have a complaint about the way your data is stored or handled by Recruit UK Limited, please
contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street
Bristol
BS1 1LT

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

12. Changes to this Privacy Notice
We may change this Privacy Notice from time to time. This may be necessary, for example, if the law
changes, or if we change our business in a way that affects personal data protection.
Any changes will be made available on our website recruitukltd.co.uk

DIVERSITY POLICY

Inclusivity and fairness are of paramount importance to us. Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. We will further develop our business culture to encourage, value and manage that belief. 

We intend to eliminate discrimination and encourage diversity amongst our workforce. Our aim is that our employees will be truly representative of all sections of society and each person feels respected and able to give their best.

Our policy purpose:

Not unlawfully discriminate because of the Equality Act 2010 protected characteristics of:

  • age
  • disability
  • gender reassignment
  • marriage or civil partnership
  • pregnancy and maternity
  • race (including colour, nationality, and ethnic or national origin)
  • religion or belief
  • sex
  • sexual orientation

 

Oppose and avoid all forms of unlawful discrimination. This includes:

  • pay and benefits
  • terms and conditions of employment
  • dealing with grievances and discipline
  • dismissal
  • redundancy
  • leave for parents
  • requests for flexible working
  • selection for employment, promotion, training or other developmental opportunities

 

Who is responsible for equal opportunities?

Achieving an equal opportunities workplace is a collective task shared between the employer and all its staff. This policy and the rules contained in it, therefore, apply to all staff of the employer irrespective of seniority, tenure and working house, including all employees, directors,

consultants, trainees, homeworkers and fixed-term staff and any volunteers or interns (referred to as staff).

All staff have a personal responsibility to ensure compliance with this policy, to always treat colleagues with dignity, and not to discriminate against or harass other members of staff, visitors, clients, customers, suppliers and former Recruit UK, employees.

Managers and Directors must take all necessary steps to:

  • Promote the objective of equal opportunities and the values set out in this policy.
  • Ensure that their own behaviour and those of the staff then manage complies in full with this policy;
  • Ensure that any complaints of discrimination, victimisation, or harassment (including against themselves) are dealt with appropriately and are not suppressed or disregarded.

Our Commitments

  1. Encourage equality, diversity and inclusion in the workplace.

  2. Create a working environment free of bullying, harassment, victimisation, and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued.

    This commitment includes training managers and all other employees about their rights and responsibilities under the equality, diversity, and inclusion policy. Responsibilities include staff conducting themselves to help the organisation provide equal opportunities in employment, and prevent bullying, harassment, victimisation, and unlawful discrimination.

    All staff should understand they, as well as their employer, can be held liable for acts of bullying, harassment, victimisation, and unlawful discrimination, in the course of their employment, against fellow employees, customers, suppliers and the public.

  3. Take seriously complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, customers, suppliers, visitors, the public and any others during the organisation’s work activities.

    Such acts will be dealt with as misconduct under the organisation’s grievance and/or disciplinary procedures, and appropriate action will be taken. Particularly serious complaints could amount to gross misconduct and lead to dismissal without notice.

    Further, sexual harassment may amount to both an employment rights matter and a criminal matter, such as in sexual assault allegations. In addition, harassment under the Protection from Harassment Act 1997 – which is not limited to circumstances where harassment relates to a protected characteristic – is a criminal offence.

  4. Make opportunities for training, development, and progress available to all staff, who will be helped and encouraged to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the organisation.

  5. Review employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.

  6. Monitor the make-up of the workforce regarding information such as age, sex, ethnic background, sexual orientation, religion or belief, and disability in encouraging equality, diversity and inclusion, and in meeting the aims and commitments set out in the equality, diversity and inclusion policy.

    Monitoring will also include assessing how the equality, diversity and inclusion policy, and any supporting action plan, are working in practice, reviewing them annually, and considering and taking action to address any issues.

Agreement to follow this policy

The equality, diversity and inclusion policy is fully supported by senior management at Recruit UK.

Details of Recruit UK’s grievance and disciplinary policies and procedures can be found in the employee’s handbook. This includes with whom an employee should raise a grievance – usually their line manager.

Use of the organisation’s grievance or disciplinary procedures does not affect an employee’s right to make a claim to an employment tribunal within three months of the alleged discrimination.

Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
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Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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