Almond Careers

About us as an employer

Proudly perfectionist in all we do

We’re committed to delivering financial planning services fit for the modern world, backed up with our extensive knowledge and understanding of the financial markets. Our team offers clear, friendly advice that aims to help our clients’ investments grow.

If you’re talented and passionate about supporting people towards a stronger financial future, then we want to hear from you.

Meet the team and find out more about what we do.

  • We are proud of our high retention, and no full time staff members have left since 2016.

Job Vacancy expand Trainee Paraplanner - Full Time

Is this you?

  • Hard Working
  • A Great Communicator
  • Organised
  • Motivated
  • A Team Player
  • Have great attention to detail

Do you have 1 years experience in an administration role?

We are offering a fantastic opportunity to be supported and trained by our award-winning team, to become a first-class level 4 paraplanner.

We will provide you with a structured training strategy, including a Level 4 Diploma Qualification, which will enable you to be fully qualified in just 2 years.

Key Responsibilities

  • Focus on developing client relationships through excellent ongoing support
  • Provide excellent client communication at all times
  • Preparation of presentations and other documents for client meetings and reviews
  • Assisting with the preparation of advice letters and financial plans
  • Managing the ongoing industry and market updates to clients
  • Obtain illustrations, related documentation and forms to support suitability reports
  • Provide all types of research necessary
  • Be an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person
  • General office management duties such as call handling, booking of appointments, stationary orders, scanning/printing etc.

Required Education, Skills and Qualifications

  • 1 Years administration experience
  • You need to be organised, with an eye for detail
  • Excellent customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency.

Benefits

In return, you’ll get a generous salary but also rewarded based on company performance and growth:

  • 23 days (+ public holidays) initial holiday allowance, which increases the longer you’re with the company.
  • 5x Death in Service Cover
  • Fully Funded Private Medical Insurance
  • Income Protection this will be paid at up to 80% of your salary, up to the age of 67 and will be deferred for 13 weeks from your start date.
  • 4% Employer Pension Contributions
  • Your birthday (or substitute day) off as a gift
  • Access to industry leading conferences and training events
  • We operate shortened working hours, we work 9am – 5pm Monday to Thursday and 9am until 12:45pm on a Friday.
  • This is an office based role.
  • Fully Funded Training & Exams.

Job Type: Full-time

Benefits:

  • Company events
  • Company pension
  • Life insurance
  • Private medical insurance
  • Sick pay

Schedule:

  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Lincoln: reliably commute or plan to relocate before starting work (required)

Experience:

  • Administrative: 1 year (required)

Work Location: One location

Apply now
Job Vacancy expand Mortgage & Protection Consultant

Is this you?

  • Hard Working
  • A Great Communicator
  • Organised
  • Motivated
  • A Team Player
  • Have great attention to detail

Do you have at least 3 full years’ of mortgage advice experience, with CeMap qualified or equivalent?

We are looking to add a Talented Mortgage Advisor to join our strong, dedicated team.

Your main tasks will be:

· Helping new and existing clients with mortgages and or protection to meet client needs with objectives set with you.

· Carry-out fact finds and provide recommendations with clients and assess suitability for existing provisions.

· Maintain excellent customer service and engagement standards.

· Work effectively on your own and within a team environment to maintain a positive approach to the business requirements.

Responsibilities

You will be provided with two mortgage books of clients, to support and continue to advise, we have hundreds mortgage clients, this role will be to support these clients, as well as grow our mortgage book with new clients.

· Liaise with clients via e-mail, telephone and letter to maximise business opportunities.

· Have a good understanding of the mortgage market, including products that fit the niche areas of lending, adverse credit, self-employed, buy to let etc.

· Must have the ability to work on your own initiative as well as part of a team.

· Work to ensure consistent delivery of excellent customer service and achievement of department and individual objectives.

· Provide support to team members when required in order to ensure consistent levels of customer service and best practice is maintained.

· Updating the case management system and ensuring its accuracy.

· Be aware of and follow compliance procedures and processes.

· Maintain relationships with clients, fellow work colleagues, managers and product providers and other professional bodies.

· Take all reasonable steps to determine the needs of external and internal customers and provide an accurate and prompt service to satisfy their needs

· The ability to take positive, effective and timely action whilst prioritising workloads.

· The ability to make consistent decisions after analysing the available information.

Required Education, Skills and Qualifications

  • At least 3 full years’ of mortgage advice experience
  • CeMap qualified or equivalent
  • Incredibly organised, with an eye for detail
  • Exceptional customer service: telephone and email communication and interpersonal skills are also required along with IT proficiency.

Benefits

In return, you’ll get a generous salary but also rewarded based on company performance and growth:

  • Salary is dependent on experience and ability to hit the ground running.
  • 23 days (+ public holidays) initial holiday allowance, which increases the longer you’re with the company.
  • 5x Death in Service Cover
  • Fully Funded Private Medical Insurance
  • Income Protection this will be paid at up to 80% of your salary, up to the age of 67 and will be deferred for 13 weeks from your start date.
  • 4% Employer Pension Contributions
  • Laptop & phone provided
  • Your birthday (or substitute day) off as a gift
  • Access to industry leading conferences and training events
  • We operate shortened working hours, we work 9am – 5pm Monday to Thursday and 9am until 12:45pm on a Friday.
  • This is an office based role.

Job Type: Full-time

Salary: £23,000.00-£30,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Free parking
  • Life insurance
  • On-site parking
  • Private medical insurance
  • Sick pay

Schedule:

  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Performance bonus

Ability to commute/relocate:

  • Lincoln: reliably commute or plan to relocate before starting work (required)

Experience:

  • Mortgage: 3 years (required)

Work Location: One location

Apply now

Culture

People are the heart and soul of our business.

With an enviable retention rate, ours is a tight-knit team where colleagues are supported and enjoy spending time with each other in the office and at our regular social events. Work-life balance is important to us, so we offer Friday afternoons and birthdays off and a generous holiday package.

We also use the latest industry software so that staff can work effectively and progress in their career.

We’re constantly looking for new faces with fresh ideas to join us in our modern, well equipped office in Lincoln.

Benefits

We love taking care of our talented, innovative and friendly team. Here are just a few of the perks of working with us:

Almond Financial

Private medical Insurance

Wellbeing is important to us, which is why we offer fully funded private medical insurance which includes free mental health support and counselling if needed.
Almond Financial

Fully-funded Financial Qualifications

We recognise the need for ongoing training and offer fully funded financial qualifications including DipFA and the Quilter Financial Advisor School courses.
Almond Financial

Social Events

Staff enjoy great social events such as meals out, regular access to our Lincoln FC box and birthday lunches. We also implement early Friday closing (12.45pm) with no reduction in pay, and Christmas treats.
Almond Financial

Personal Development

We provide access to industry leading conferences and training with dedicated personal development time.
Almond Financial

Financial Benefits

Financial benefits include income protection, 4% employer pension contributions and five times ‘death in service cover’.
Almond Financial

Company Car

Our advisors enjoy access to a company car.

Hear from our team

People are important to us. Here’s what our staff say about being part of the Almond Financial team:
Sam Robinson
LinkedIn

Samuel Robinson

Financial Advisor, Principal

After leaving school at 16 and becoming a chef, Sam longed for a client facing career, in 2010 he started working in customer service roles while completing his mortgage qualifications. Sam joined financial services in 2012, working for RBS, starting in Customer Services, later to a Mortgage Advisor with NatWest whilst completing his pension and investment qualifications. Once qualified Sam left the bank and joined a local IFA practice gaining experience in providing advice on Pensions and Investments. In 2016 Sam started Almond Financial and grew the team to where it is now. Sam achieved Chartered Status with the LIBF in 2022.

In his spare time, Sam enjoys going to the gym and holidays.

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Emma Ashby
LinkedIn

Emma Ashby

Head of Operations

Emma has over 18 years of mortgage advising experience along with management and compliance experience from a previous role in a high street bank. Emma has an eye for detail and technical knowledge to find and recommend the right mortgage and protection solution for you. Emma enjoys helping her clients buy their first home, move home, or save money on their existing mortgage. Emma has recently completed her Level 4 paraplanning qualifications to provide support within the wealth side of the business and support within the management side of our growing team.

In Emma’s spare time she enjoys spending time with her family and friends and keeping fit by going to the gym.

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Lewis Chapman
LinkedIn

Lewis Chapman

Financial Advisor

Lewis started his career in Financial Services in 2016 becoming a paraplanner for a small IFA firm. He joined Almond Financial in January 2020.

He has achieved his Level 4 Diploma in Regulated Financial Planning.

Outside of work, Lewis enjoy socialising and riding his motorbike in the warmer months.

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Joe Fleet-Chapman
LinkedIn

Joe Fleet-Chapman

Mortgage and Protection Advisor

Joe began his career in Financial Services in 2018, working for a popular Insurance and Investment organisation in the UK as a Consultant. He was supporting a panel of Financial Advisers throughout the Midlands and South Yorkshire, which gave him a great insight into best practice for Advice. With a background in customer service, Joe then Qualified for CeMAP and began Mortgage Advice in 2021 so he was able to begin helping clients directly. Outside of the office, Joe loves exercise, spending time outdoors and valued time with family and friends.

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Jake Smith
LinkedIn

Jake Smith

Paraplanner

Jake has worked for Almond Financial since the summer of 2020.  This is his first role within the financial industry, having begun his career in property law.

He is currently studying towards becoming a qualified paraplanner to progress his skills and knowledge in the financial world.

Outside of work, other than spending time with his family and French bulldog ‘Jeffrey’, Jake is a keen basketball player and has played for more than half his life.  He also enjoy socialising with friends and going for (not so long) walks, as anyone with a Frenchie knows long walks are not a thing.

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Ryan Sharpe
LinkedIn

Ryan Sharpe

Junior Paraplanner

Ryan joined Almond Financial in February 2023 as a junior paraplanner after achieving the Level 4 Diploma in Regulated Financial Planning through self-study. Prior to this, Ryan had a 10-year career as a research scientist; notable highlights include completing a PhD in Chemistry at Cardiff University and working in Beijing for two years. Outside of work, Ryan enjoys reading, boardgames, and spending time with friends and family.

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Joshua Davis
LinkedIn

Joshua Davis

Junior Paraplanner

Joshua Joined Almond after graduating from the university of Lincoln with a First-class degree in Banking & Finance. This is his first role in the financial services. Joshua enjoys Quizzes, spending time with friends and looking after his dogs in his spare time.

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Maddison Kent
LinkedIn

Maddison Kent

Financial Administrator

Maddison is our youngest member of the team having finished full time education with 9 GCSEs and Core mathematics AS qualification. Maddison has recently passed her Mortgage qualifications and currently is completing her apprenticeship to become a fully qualified Mortgage and Protection consultant. Maddison has a keen interest in the home buying process and is looking forward to working with clients to help them achieve their objectives. In Maddison’s spare time she enjoys spending time with her friends, having days out and keeping fit at the gym.

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