Senior Financial Adviser - Norfolk Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings. Home-based Financial Adviser dealing with professional client base! As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role! About You It is key that you are Level 4 Diploma qualified and working towards Chartered status. Package on Offer Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience OTE £80,000 Participation in quarterly and annual bonus schemes Realistic income potential off 6 figures 25 days holiday (plus Bank Holidays) Company car or car allowance £6,000 Generous company pension scheme with up to 10% employer matched contributions Flexible benefits scheme Plus, all the support and training that you will need to develop your skills as a financial advisor. But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth. If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career just submit your CV with notes. (IFA)
Jul 18, 2026
Full time
Senior Financial Adviser - Norfolk Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings. Home-based Financial Adviser dealing with professional client base! As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role! About You It is key that you are Level 4 Diploma qualified and working towards Chartered status. Package on Offer Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience OTE £80,000 Participation in quarterly and annual bonus schemes Realistic income potential off 6 figures 25 days holiday (plus Bank Holidays) Company car or car allowance £6,000 Generous company pension scheme with up to 10% employer matched contributions Flexible benefits scheme Plus, all the support and training that you will need to develop your skills as a financial advisor. But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth. If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career just submit your CV with notes. (IFA)
Senior Financial Adviser - Leeds Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings. Home-based Financial Adviser dealing with professional client base! As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role! About You It is key that you are Level 4 Diploma qualified and working towards Chartered status. Package on Offer Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience OTE £80,000 Participation in quarterly and annual bonus schemes Realistic income potential off 6 figures 25 days holiday (plus Bank Holidays) Company car or car allowance £6,000 Generous company pension scheme with up to 10% employer matched contributions Flexible benefits scheme Plus, all the support and training that you will need to develop your skills as a financial advisor. But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth. If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career just submit your CV with notes. (IFA)
Jul 18, 2026
Full time
Senior Financial Adviser - Leeds Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings. Home-based Financial Adviser dealing with professional client base! As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role! About You It is key that you are Level 4 Diploma qualified and working towards Chartered status. Package on Offer Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience OTE £80,000 Participation in quarterly and annual bonus schemes Realistic income potential off 6 figures 25 days holiday (plus Bank Holidays) Company car or car allowance £6,000 Generous company pension scheme with up to 10% employer matched contributions Flexible benefits scheme Plus, all the support and training that you will need to develop your skills as a financial advisor. But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth. If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career just submit your CV with notes. (IFA)
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.
Oct 07, 2025
Full time
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.
