Commercial Mortgage Broker

WEALTH PARAPLANNER What is the opportunity? We have a fantastic opportunity available for a Wealth Paraplanner to join our London office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment. As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients. The expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements. What will you do? Provide appropriate support for Wealth Managers / Financial Planners. Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge. Facilitate the smooth processing of new and existing business. Assist with monitoring the performance and workflow of administration support, ensuring standards are maintained and deadlines are met. Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios. Analyse client aims and needs to construct solutions for advisors to communicate to clients. Produce robust financial plans and analytical information under supervision of senior team members. Provide guidance to junior team members and support senior colleagues to complete tasks to a high standard. Support colleagues with client interaction and develop awareness of client management and advice processes. Support delivery of client service under guidance of Wealth Managers / Financial Planners. What do you need to succeed? Must-have CII or CISI Level 4 Diploma (or equivalent) with experience in complex advice areas. Strong technical knowledge of investments, tax strategies, and pensions. Collaborative mindset and ability to thrive in a fast-paced environment. Nice-to-have Working towards or achieved Level 6 qualification. Strong written and verbal communication skills. Ability to meet deadlines and work independently. Self-starter with initiative. What is in it for you? Supportive leadership focused on development and growth. Opportunity to work with industry-leading professionals. Chance to make a meaningful impact. Dynamic, collaborative, and high-performing work environment.

Location: Kettering, Northamptonshire Job Type: Full-time | Permanent | Hybrid (3 days office / 2 days home) Salary: £27,000 basic + guarantee + excellent uncapped high commission Benefits: All appointments provided | Free parking About the Role We are looking for an ambitious and driven Commercial Mortgage Broker to join a growing and dynamic finance team based in Kettering. This is an exciting opportunity for an experienced broker (or a strong residential broker looking to transition into commercial) to build a lucrative career with access to a wide panel of lenders and high-quality leads. You will be responsible for sourcing, structuring, and securing commercial finance solutions for a diverse client base, including property investors, developers, and business owners. Key Responsibilities Originate and manage commercial mortgage and finance cases from enquiry to completion Provide tailored advice on commercial mortgages, bridging finance, and development funding Build and maintain strong relationships with lenders, clients, and introducers Assess client financials and structure deals to maximise approval success Generate new business through networking, referrals, and partnerships Maintain compliance with regulatory requirements About You Proven experience as a mortgage broker Commercial experience desirable but not essential Strong understanding of property finance Excellent communication and relationship-building skills Target-driven and proactive CeMAP qualified (preferred) What’s on Offer £27,000 basic salary with guarantee Excellent uncapped high commission structure All appointments provided – strong lead flow Hybrid working (Monday to Friday – 3 days office, 2 days home) Free parking Access to wide lender panel Training and career development Supportive team environment Apply Now If you’re a motivated broker looking to take the next step into commercial finance, or grow your existing expertise, we’d love to hear from you. Apply today or contact us for a confidential discussion.

Location: Kettering, Northamptonshire Job Type: Full-time | Permanent | Hybrid (3 days office / 2 days home) Salary: £27,000 basic + guarantee + excellent uncapped high commission Benefits: All appointments provided | Free parking About the Role We are looking for an ambitious and driven Commercial Mortgage Broker to join a growing and dynamic finance team based in Kettering. This is an exciting opportunity for an experienced broker (or a strong residential broker looking to transition into commercial) to build a lucrative career with access to a wide panel of lenders and high-quality leads. You will be responsible for sourcing, structuring, and securing commercial finance solutions for a diverse client base, including property investors, developers, and business owners. Key Responsibilities Originate and manage commercial mortgage and finance cases from enquiry to completion Provide tailored advice on commercial mortgages, bridging finance, and development funding Build and maintain strong relationships with lenders, clients, and introducers Assess client financials and structure deals to maximise approval success Generate new business through networking, referrals, and partnerships Maintain compliance with regulatory requirements About You Proven experience as a mortgage broker Commercial experience desirable but not essential Strong understanding of property finance Excellent communication and relationship-building skills Target-driven and proactive CeMAP qualified (preferred) What’s on Offer £27,000 basic salary with guarantee Excellent uncapped high commission structure All appointments provided – strong lead flow Hybrid working (Monday to Friday – 3 days office, 2 days home) Free parking Access to wide lender panel Training and career development Supportive team environment Apply Now If you’re a motivated broker looking to take the next step into commercial finance, or grow your existing expertise, we’d love to hear from you. Apply today or contact us for a confidential discussion.

Trainee / Junior Paraplanner Location: Bristol (Hybrid / 2/3 days in the office ) - parking Salary: £33,000 – £36,000 + bonus + benefits About the Company This opportunity sits within a dynamic, growing fintech wealth management firm that delivers tailored financial planning solutions to advisers, professionals, business owners and investors across the UK. The business has experienced strong growth in recent years, including involvement in M&A activity, and continues to invest heavily in technology, processes, and people — making it an excellent environment to build a long-term career in financial planning. The Opportunity We’re looking for a Trainee / Junior Paraplanner to join a collaborative and forward-thinking paraplanning team. This is a fantastic opportunity for someone with at least 6 months’ report writing exposure within a financial planning environment, who is actively working towards their Diploma (Level 4) and keen to progress technically. You’ll gain hands-on experience across the full advice process, supporting experienced paraplanners and financial planners while continuing to develop your technical knowledge. Key Responsibilities Assist with the preparation and drafting of Suitability Reports and recommendation letters Support annual client reviews, including valuations and data gathering Conduct research across pensions, investments, ISAs and protection products Liaise with product providers to obtain illustrations and policy information Support advisers with client meeting preparation and follow-ups Ensure client files meet FCA and internal compliance standards Maintain accurate records within CRM/back-office systems Contribute to process improvements and paraplanning best practice Requirements Essential: Minimum 6 months’ experience writing or supporting suitability reports Experience within a UK financial planning / IFA firm (e.g. Administrator, Adviser Support) Currently working towards Diploma in Regulated Financial Planning (DipPFS or equivalent) Good understanding of pensions, investments, ISAs and protection products Strong attention to detail and written communication skills Well-organised with the ability to manage multiple tasks Confident using CRM systems and Microsoft Office Desirable: Exposure to annual reviews and the wider financial planning process Experience with tools such as Intelligent Office, Voyant, FE Analytics or similar Knowledge of FCA regulations and suitability requirements What’s on Offer Clear career progression into full Paraplanner role Ongoing training, mentoring and support towards qualifications Hybrid working (or remote options depending on location) Competitive salary + bonus + benefits package Opportunity to join a modern, tech-driven and growing firm Next Steps If you’re looking to take the next step in your paraplanning career within a progressive and supportive environment, we’d love to hear from you.

Trainee / Junior Paraplanner Location: Bristol (Hybrid / 2/3 days in the office ) - parking Salary: £33,000 – £36,000 + bonus + benefits About the Company This opportunity sits within a dynamic, growing fintech wealth management firm that delivers tailored financial planning solutions to advisers, professionals, business owners and investors across the UK. The business has experienced strong growth in recent years, including involvement in M&A activity, and continues to invest heavily in technology, processes, and people — making it an excellent environment to build a long-term career in financial planning. The Opportunity We’re looking for a Trainee / Junior Paraplanner to join a collaborative and forward-thinking paraplanning team. This is a fantastic opportunity for someone with at least 6 months’ report writing exposure within a financial planning environment, who is actively working towards their Diploma (Level 4) and keen to progress technically. You’ll gain hands-on experience across the full advice process, supporting experienced paraplanners and financial planners while continuing to develop your technical knowledge. Key Responsibilities Assist with the preparation and drafting of Suitability Reports and recommendation letters Support annual client reviews, including valuations and data gathering Conduct research across pensions, investments, ISAs and protection products Liaise with product providers to obtain illustrations and policy information Support advisers with client meeting preparation and follow-ups Ensure client files meet FCA and internal compliance standards Maintain accurate records within CRM/back-office systems Contribute to process improvements and paraplanning best practice Requirements Essential: Minimum 6 months’ experience writing or supporting suitability reports Experience within a UK financial planning / IFA firm (e.g. Administrator, Adviser Support) Currently working towards Diploma in Regulated Financial Planning (DipPFS or equivalent) Good understanding of pensions, investments, ISAs and protection products Strong attention to detail and written communication skills Well-organised with the ability to manage multiple tasks Confident using CRM systems and Microsoft Office Desirable: Exposure to annual reviews and the wider financial planning process Experience with tools such as Intelligent Office, Voyant, FE Analytics or similar Knowledge of FCA regulations and suitability requirements What’s on Offer Clear career progression into full Paraplanner role Ongoing training, mentoring and support towards qualifications Hybrid working (or remote options depending on location) Competitive salary + bonus + benefits package Opportunity to join a modern, tech-driven and growing firm Next Steps If you’re looking to take the next step in your paraplanning career within a progressive and supportive environment, we’d love to hear from you.

The firm is a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Its chartered status reflects a commitment to a client-first approach, ethical practice, and continuous professional development. The business provides holistic financial planning — covering wealth management, family protection, retirement planning, and property finance — while integrating ESG principles for clients who value responsible investing. The financial planning team is growing rapidly, now nearly 50 strong, and has built a collaborative, values-driven culture through organic growth and strategic acquisitions. The firm is now seeking experienced Client Services Executives with a strong background in IFA administration. In this role, the successful candidate will play a key part in delivering an exceptional client experience. Working closely with advisers and administrators, they will ensure accurate documentation, timely implementation of recommendations, and compliance with FCA regulations. This is an opportunity to join a collaborative, fast-growing team where the role directly supports clients in achieving their financial goals. Key Responsibilities Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally. Prepare documentation and meeting packs for adviser and client appointments, including quotations and illustrations. Process new business and related documentation accurately, taking ownership of the full lifecycle of transactions. Maintain up-to-date client records within internal systems and produce valuations as required. Implement adviser recommendations and handle adviser charge, fee, and commission enquiries. Provide general administrative support to ensure high standards of client service. Compliance & Quality Ensure all activities comply with FCA regulations, Treating Customers Fairly (TCF) principles, and internal policies. Support compliance reviews and resolve outstanding file queries. Communication & Collaboration Build and maintain strong working relationships with advisers, colleagues, and external providers to deliver an efficient service. Operational Support Manage incoming enquiries, telephone calls, and meeting arrangements, including room bookings and visitor coordination. Maintain electronic filing systems and assist with general office administration. rofessional Standards Complete mandatory training and engage in ongoing personal development. Uphold company values and ensure a positive client experience in all interactions. Undertake additional duties as required. Essential Skills & Competencies Excellent communication skills, both written and verbal, with the ability to build strong professional relationships. Proficient in Microsoft Office applications (Word, Excel, Outlook) for accurate documentation and reporting. Strong planning, organisational, and prioritisation skills to manage multiple tasks effectively. High attention to detail and accuracy in all work. Ability to adapt to a fast-paced, changing environment and meet tight deadlines. Proactive approach to identifying process improvements and driving efficiencies. Strong team player with the ability to work independently and use initiative.

Paraplanner – Be More Than a Report Writer Location: Chester Salary: £45,000 + Bonus + Benefits Ready to step beyond traditional paraplanning? Most paraplanner roles keep you behind the scenes. This one doesn’t. We’re looking for an experienced Paraplanner who wants to play a central role in shaping a growing financial planning business - not just writing reports, but influencing investment strategy, improving systems, and working directly with clients. If you’re someone who enjoys thinking critically, challenging the norm, and making a genuine impact, this is your opportunity. This is a role for someone who doesn’t want to be “just another paraplanner”. About Us We may only be 6 months into our journey, but we already have £100m+ assets under management and a diverse client base ranging from £50k to £25m. We’re now focused on building the right infrastructure - people, processes, and investment proposition - to support long-term success. And that’s where you come in. The Role Yes, you’ll produce high-quality suitability reports. But that’s just the starting point. You’ll also: Take ownership of researching investments and creating a watchlist of opportunities Play a key role in shaping our future investment proposition Vet BDMs and analyse products, determining what’s truly worth recommending to clients Work closely with advisers and meet clients directly Help design, improve, and evolve business systems and processes Contribute ideas to drive efficiency, innovation, and better client outcomes What We’re Looking For Proven paraplanning experience (essential) Level 4 Diploma (preferred) or working towards with relevant experience A commercial mindset with the confidence to challenge and contribute Strong research skills and the ability to think outside the box A desire to be part of building something, not just maintaining it What You’ll Get Up to £45,000 salary (depending on experience) Discretionary bonus 25 days holiday + bank holidays Workplace pension Full study support for continued development City centre parking (7-day permit) - including personal use Flexibility when needed Why This Role Stands Out You’ll be a key individual in a growing firm You’ll directly influence investment decisions and strategy You’ll gain exposure to complex, varied client scenarios You’ll help build something from the ground up If you’re a capable paraplanner who’s ready to step up, be heard, and make an impact, we want to hear from you. Apply now or contact Rhyan Scott at Reed Financial Services for more information.

Role and Responsibilities Brief overview of the role: The operations support team are time driven, with all cash being posted timely in the morning and all validation completed in a timely manner to reflect funds available to our clients. This position is to work across two disciplines in the support team, Cash Processing and Debt Verification, depending on workflow in each area. Accurately processing cash onto various sales ledgers within the client portfolio and allocating cash items according to the remittance advices. Verifying invoices assigned to us by our clients by way of telephone or supporting documents. Also includes maintaining suspense accounts, ensuring items are repatriated to the correct ledger or refunded to the payee within set deadlines. Maintaining mailboxes, answering queries and electronically filing documents as per process to comply with audit criteria. Main duties and responsibilities: Cash Processing include (but not limited to): Collating bank transactions Posting of collections accurately to ledgers and allocating invoices via remittance advice Collating and preparing of cheques received (minimal) and taking to the local Bank Managing all remittance advices received via a remittance’s inbox Researching for allocation if no remittance available, to include online and telephone enquiries (with debtor/ client) Complete balancing data capture spreadsheets Preparing and processing refunds Debt Validation tasks include (but not limited to): Telephone and Email verification of invoices assigned by our clients. Check supporting paperwork as per verification requirements Must also consider risk of fraud when verifying debt, to ensure that we are meeting our legal obligations prior to releasing funds. All roles include (but not limited to): Compliance with AML & KYC regulations Compliance with cash processing procedures Liaising with Credit control and client managers as necessary Housekeeping of Mailboxes Managing electronic filing systems Reporting any issues/disputes etc. to line manager/ client manager This role involves the constant update of client information relating to assignment risk, money laundering, financial risk and verification process and therefore the team must bring any changes to the risk monitoring requirements to the client manager’s attention and amendments to criteria must be signed off by underwriters therefore meeting the needs of the business for risk monitoring and compliance.

Role and Responsibilities Brief overview of the role: The operations support team are time driven, with all cash being posted timely in the morning and all validation completed in a timely manner to reflect funds available to our clients. This position is to work across two disciplines in the support team, Cash Processing and Debt Verification, depending on workflow in each area. Accurately processing cash onto various sales ledgers within the client portfolio and allocating cash items according to the remittance advices. Verifying invoices assigned to us by our clients by way of telephone or supporting documents. Also includes maintaining suspense accounts, ensuring items are repatriated to the correct ledger or refunded to the payee within set deadlines. Maintaining mailboxes, answering queries and electronically filing documents as per process to comply with audit criteria. Main duties and responsibilities: Cash Processing include (but not limited to): Collating bank transactions Posting of collections accurately to ledgers and allocating invoices via remittance advice Collating and preparing of cheques received (minimal) and taking to the local Bank Managing all remittance advices received via a remittance’s inbox Researching for allocation if no remittance available, to include online and telephone enquiries (with debtor/ client) Complete balancing data capture spreadsheets Preparing and processing refunds Debt Validation tasks include (but not limited to): Telephone and Email verification of invoices assigned by our clients. Check supporting paperwork as per verification requirements Must also consider risk of fraud when verifying debt, to ensure that we are meeting our legal obligations prior to releasing funds. All roles include (but not limited to): Compliance with AML & KYC regulations Compliance with cash processing procedures Liaising with Credit control and client managers as necessary Housekeeping of Mailboxes Managing electronic filing systems Reporting any issues/disputes etc. to line manager/ client manager This role involves the constant update of client information relating to assignment risk, money laundering, financial risk and verification process and therefore the team must bring any changes to the risk monitoring requirements to the client manager’s attention and amendments to criteria must be signed off by underwriters therefore meeting the needs of the business for risk monitoring and compliance.

Customer Support Associate – Temporary contract Hours: Monday to Friday, 35 hours per week To start immediately About Us Our client specialises in independent pension administration services, providing tailored and flexible solutions that help individuals manage their savings and retirement plans with confidence and control. The Role We are seeking Customer Support Associates to join their pensions administration team on a 6‑week temporary basis. The role supports the day‑to‑day administration of pension schemes, ensuring all member transactions are processed accurately, in line with regulatory requirements and agreed service levels. Delivering a high-quality, professional service to members and stakeholders is central to this position. Key Responsibilities Process pension scheme transactions including contributions, transfers, retirements and benefit payments Maintain accurate member records and update internal systems Respond to member queries with clear, professional communication Ensure all work is completed in line with procedures, regulatory timescales and service levels Escalate issues, risks or complaints to the line manager promptly Work collaboratively with the team to meet overall service objectives About You Previous experience in an administrative or customer service role Basic understanding of financial services or pensions desirable Strong attention to detail and ability to work to deadlines Good written and verbal communication skills Confident using Microsoft Office, including Excel and Outlook If you are interested in this role and feel you have the skills and experience, then please apply online or contact Wendy at the Reed Milton Keynes office.