Pinnacle Financial Solutions LTD
PINNACLE FINANCIAL SOLUTIONS LTD

Build Your Career with Pinnacle Financial Solutions Ltd

We're always looking for talented and motivated professionals to join our growing team. Whether you're an experienced mortgage advisor, insurance advisor, or looking to build a rewarding career in financial services, we offer industry-leading training, ongoing support, and excellent opportunities for career progression.

View Open Positions

Why Join Our Team?

We create opportunities for growth, innovation, and success.

📚
Growth & Learning

Continuous training, mentorship, and career development opportunities.

🤝
Supportive Culture

We believe in teamwork, respect, and collaboration at every level.

⚖️
Work-Life Balance

Flexible working options and a healthy work environment for everyone.

Employee Benefits

Enjoy amazing perks and benefits while building your career.

💼 Competitive Salary
🏠 Flexible Work
📈 Career Growth
🎉 Team Events

Current Openings

Explore exciting opportunities and become part of our success.

Mortgage Advisor

UK | CeMAP Qualified | Full-Time

Pinnacle Financial Solutions Ltd is a growing UK financial services firm specialising in Mortgages, Protection Insurance, Wills and Estate Planning. We are looking for motivated CeMAP-qualified Mortgage Advisors to join our expanding team. Whether you're newly qualified or an experienced advisor, you'll receive ongoing training, professional development and the opportunity to build a rewarding career.

Key Responsibilities
  • Provide professional mortgage advice tailored to clients' needs.
  • Assess affordability and recommend suitable mortgage products.
  • Manage applications from enquiry through to completion.
  • Liaise with lenders, solicitors and estate agents.
  • Maintain accurate client records and ensure FCA compliance.
  • Build long-term client relationships through exceptional service.
Requirements
  • CeMAP qualification (mandatory).
  • Newly qualified and experienced advisors are welcome.
  • Excellent communication and customer service skills.
  • Strong organisational and analytical abilities.
  • Knowledge of UK mortgage products and FCA regulations.
  • Professional, self-motivated and committed to delivering excellent client outcomes.
Why Join Pinnacle?
  • Structured onboarding and training.
  • Supportive working environment.
  • Career progression opportunities.
  • Performance-based incentives.
  • Continuous learning and development.
Apply Now

Protection Advisor

UK | Full-Time

Pinnacle Financial Solutions Ltd is a growing UK financial services firm specialising in Protection Insurance, Mortgages, Wills and Estate Planning. We are seeking motivated Protection Advisors to join our expanding team. Whether you have industry experience or are looking to build a rewarding career in financial services, we provide structured training, continuous professional development and excellent opportunities for career progression.

Key Responsibilities
  • Conduct consultations to understand clients' protection needs and financial objectives.
  • Recommend suitable protection products including Life Insurance, Critical Illness Cover, Income Protection and Family Income Benefit.
  • Explain product features, benefits, exclusions and policy terms clearly to clients.
  • Prepare quotations and guide clients through the application process.
  • Build and maintain long-term client relationships through exceptional customer service.
  • Liaise with insurers and internal teams to ensure efficient case processing.
  • Maintain accurate client records and documentation.
  • Ensure all advice complies with FCA regulations and company policies.
  • Contribute towards achieving individual and team performance goals.
Requirements
  • Previous experience in financial services is beneficial but not essential.
  • Fresh graduates with excellent communication skills are encouraged to apply.
  • Comprehensive product training and ongoing mentoring will be provided.
  • Excellent communication, presentation and interpersonal skills.
  • Strong customer service and relationship-building abilities.
  • Good analytical and problem-solving skills.
  • Self-motivated, target-driven and committed to delivering outstanding customer outcomes.
  • Ability to work independently and collaboratively within a team.
  • Knowledge of UK protection products and FCA regulations is an advantage but not mandatory.
Why Join Pinnacle?
  • Structured onboarding and training.
  • Supportive working environment.
  • Career progression opportunities.
  • Performance-based incentives.
  • Continuous learning and development.
Apply Now

UK | Sales & Customer Service Skills | Full-Time

Pinnacle Financial Solutions Ltd is a growing UK financial services firm specialising in Mortgages, Protection Insurance, Wills and Estate Planning. We are looking for enthusiastic and motivated Lead Generators to join our expanding team. Whether you are an experienced sales professional or a recent graduate, we provide comprehensive training, ongoing mentoring and excellent opportunities for career growth.

Key Responsibilities
  • Contact prospective customers through outbound calls.
  • Introduce Pinnacle's Mortgage and Protection services.
  • Qualify leads for Mortgage and Protection Advisors.
  • Generate quality appointments and business opportunities.
  • Maintain accurate customer records in the CRM system.
  • Follow up prospective clients to maximise conversions.
  • Achieve daily, weekly and monthly targets.
  • Work closely with Sales and Marketing teams.
  • Provide outstanding customer service.
  • Stay updated on company products and UK market trends.
Requirements
  • Fresh graduates and experienced professionals are welcome.
  • Sales or telesales experience is advantageous.
  • Comprehensive training will be provided.
  • Excellent communication and interpersonal skills.
  • Positive attitude and target-driven mindset.
  • Basic Microsoft Office knowledge.
  • Ability to work independently and within a team.
  • Fluent English communication skills.
Why Join Pinnacle?
  • Structured onboarding and training.
  • Supportive working environment.
  • Career progression opportunities.
  • Performance-based incentives.
  • Continuous learning and development.
Apply Now

UK | Office Administration & CRM Experience | Full-Time

Pinnacle Financial Solutions Ltd is a growing UK financial services firm specialising in Mortgages, Protection Insurance, Wills and Estate Planning. We are seeking organised and proactive Administrative Executives to support our expanding operations.

Key Responsibilities
  • Provide administrative support to Mortgage and Protection teams.
  • Maintain client files and business documentation.
  • Manage CRM records accurately.
  • Handle customer calls and emails professionally.
  • Coordinate appointments and meetings.
  • Assist with collecting client documentation.
  • Liaise with lenders, insurers and solicitors.
  • Prepare reports and correspondence.
  • Ensure GDPR and company compliance.
  • Support daily office operations.
Requirements
  • Fresh graduates and experienced candidates are welcome.
  • Bachelor's degree preferred.
  • Administration or customer service experience is an advantage.
  • Training will be provided.
  • Excellent communication skills.
  • Strong organisational and multitasking abilities.
  • High attention to detail.
  • Microsoft Office proficiency.
  • Positive attitude and willingness to learn.
  • CRM experience is an added advantage.
Why Join Pinnacle?
  • Structured onboarding and training.
  • Supportive and collaborative workplace.
  • Career progression opportunities.
  • Continuous learning and development.
  • Competitive remuneration and recognition.
Apply Now

Apply Now

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