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Mortgage Sales Manager Job in the City of London If you are an experienced leader of Mortgage Advisers and looking for a Mortgage Sales Manager job where you can genuinely shape adviser performance, this opportunity offers an exciting next step in a growing national business. You will be joining a rapidly expanding advisory firm with a large population of self employed advisers. As part of their next phase of growth, they are investing in dedicated Sales Managers to drive productivity, coaching and development across their adviser teams. In this hands on role, you will be responsible for supporting a sizeable group of Mortgage Advisers and Area Managers, focusing on practical coaching to enhance business planning, activity levels, conversion and protection results. You will not carry personal writing responsibilities, allowing you to fully dedicate your time to leading, motivating and developing the team. You will be based from their City of London office, with regular field visits to maintain visibility and support across the region. With the business targeting continued adviser growth over the coming years, there is strong scope to progress as the structure expands. Mortgage Sales Manager Requirements Essential - Proven experience managing or coaching Mortgage Advisers Essential - Mortgage qualification such as CeMAP or equivalent Essential - Track record of improving adviser performance against targets Desirable - Background working with self employed adviser models Desirable - Experience overseeing multi site or regionally dispersed teams The Company Our client is a fast growing financial advisory firm with a national footprint across insurance, mortgages and wealth. The business has expanded rapidly in recent years and continues to invest heavily in adviser development, leadership and training to support their ambitious growth plans. Mortgage Sales Manager Benefits Salary up to 45,000 with OTE of 60,000+ Performance related bonus based on agreed metrics Office based in the City of London 4 days per week and 1 day from home (regular travel to see Advisers expected) Opportunity to directly influence adviser performance and business results Mileage or petrol support may be available for field visits Location City of London, suitable for candidates within reasonable commuting distance and comfortable with regular regional travel. If you are a motivational leader who thrives on developing advisers and driving performance, please apply now for further details. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in resp

This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Senior IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced Administrator within financial services Ideally you should have experience of one or more of the following: Supporting Financial Advisors Group Scheme Administration Mortgage Administration You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Competitive salary up to 40,000 Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role. You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability. Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice. Junior Paraplanner Requirements Level 4 Diploma qualified or close to completion essential Experience within an IFA or financial planning environment essential Experience producing reports or supporting Paraplanners desirable Competence with industry software desirable High technical accuracy and strong written communication essential The Company A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise. Junior Paraplanner Benefits Salary up to 30,000 plus potential additional project work to enhance earnings Full time office based role, Monday to Friday 9am to 5pm Exposure to a broad range of financial planning work Supportive team with strong retention and long serving staff 28 days holiday including bank holidays plus your birthday off Location Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role. If this Junior Paraplanner job feels like the right step for you, please apply to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Commercial Finance Broker job opportunity with a well established, high performing financial services firm This Commercial Finance Broker job offers an experienced Commercial Finance Broker the chance to join a growing and highly active commercial finance division with immediate access to warm, qualified deal flow and realistic six figure earning potential. The role focuses on property led commercial finance, supporting clients across complex and high value transactions. You will work closely with an established network of internal introducers and external partners, allowing you to concentrate on structuring and completing deals rather than generating leads from scratch. Key responsibilities will include: Advising clients on structured commercial finance solutions Managing commercial mortgage, development finance and bridging cases from enquiry through to completion Building strong relationships with internal residential advisers and professional introducers Structuring complex deals for developers, landlords and high net worth clients Maintaining high compliance and service standards throughout the process This role suits an experienced broker who values warm opportunities, high case sizes and a professional, performance driven environment. Commercial Finance Broker Requirements Essential - experience advising on development finance, bridging or commercial mortgages History of completing high value, complex property transactions CeMAP qualified or equivalent Background in commercial broking, specialist lending or private banking desirable The Company Our client is a well established financial services firm with a strong reputation in the property and structured finance market. The business continues to invest in its commercial proposition and offers brokers the infrastructure, introducer flow and support needed to scale quickly and sustainably. Commercial Finance Broker Benefits Self employed structure with strong earning potential with earnings in excess of 250,000+ Consistent warm leads from internal advisers and introducers High value case sizes and quick win opportunities Office based role with 1 day from home Location Hammersmith, London. This is predominantly an office based role due to the relationship driven nature of the position. Apply Now If you are an experienced commercial broker looking to increase earnings without relying solely on your own network, this opportunity offers the platform and deal flow to do exactly that. Apply now for a confidential discussion. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between 28,000 and 35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Mortgage Advisor job offering a high performance environment, exceptional lead flow and a genuine pathway to Senior Adviser level Are you a committed, ambitious individual looking to fast track your career as a Mortgage Advisor? This Mortgage Advisor job offers a rare opportunity to enter a high performing environment with outstanding lead flow, structured training, and clear progression into Senior Adviser status as you develop. You will be joining a business that consistently generates large volumes of high quality enquiries every month, enabling their advisers to achieve exceptional results. Advisors typically place lending volumes of 40m to 50m per year, with team totals exceeding 3bn annually, and average mortgage sizes around 425,000. This provides an excellent platform for driven individuals to quickly build experience, expertise and earnings. You will receive extensive initial and ongoing training, including weekly development sessions. Most advisers begin speaking with clients and submitting cases from week three onwards. You will be supported and mentored by a high performing Senior Advisor, with many earning well into six figures annually. This is a self employed position, suitable for individuals who are ready to invest in their long term success. First year earnings typically reach 75,000, rising to 100,000 to 200,000 in year two for strong performers, with top advisers achieving 300,000 to 500,000+. Mortgage Advisor Requirements Full CeMAP or equivalent essential Target driven background desirable Experience handling customers and working towards measurable performance desirable Ability to work in a fast paced, high activity environment essential Strong commercial awareness essential The Company A high growth mortgage brokerage operating within a high value market segment, providing advisers with substantial lead flow, market leading training and long term career development opportunities. The business has a strong performance culture and a proven track record of developing individuals into Senior Advisor level. Mortgage Advisor Benefits Self employed model with realistic OTE: Yr1 75,000; Yr2 100,000 to 200,000 Uncapped earning potential thereafter Exceptional lead volumes and high value enquiries Office based role Monday to Friday, with some flexibility for evenings and Saturdays Based in modern London offices Location Suitable for candidates within commutable distance of West or Central London. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your expertise while enjoying a strong mix of support, autonomy and high-quality business. In this role, you will work with a wide variety of clients, from first time buyers through to established business owners seeking commercial finance solutions. You will guide them through important funding decisions, helping them secure the right borrowing for their personal or business goals. With exposure to both regulated and commercial cases, you can expect to build deeper technical knowledge and enjoy more rewarding case sizes. Advisers joining this firm benefit from a supportive environment that encourages continuous development. You will also receive warm leads each month, complemented by your own introducers and client relationships, enabling you to build a strong and sustainable pipeline. This firm prides themselves on good conversion rates. The role is self-employed with administrative support and offers significant earning potential for a motivated adviser. Mortgage and Commercial Finance Broker Requirements • You must have the CeMAP qualification • You must have experience as a Mortgage Advisor • Experience handling commercial or more complex cases is desirable • An existing client bank or introducer relationships is desirable • Ability to work on a self-employed basis and attend the Guildford office once per week is essential The Company This is a long standing and reputable brokerage that has been serving clients for over twenty years. They are directly authorised, operate as whole of market, and provide a broad range of residential and commercial finance solutions. Their advisers benefit from a collaborative environment with strong systems, administrative support and access to high quality lenders. Mortgage and Commercial Finance Broker Benefits High earning potential on a self-employed basis OTE of 80,000 to 90,000 pounds No network deductions and no monthly fees Home based role with flexible working and approximately one day per week in the office Regular warm leads provided to complement your own clients and introducers Access to industry systems and full administrative and IT support Training available to help broaden your experience across commercial lending Location Guildford Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This Mortgage Administrator job with hybrid working in Stourbridge provides opportunity to join a local mortgage brokerage as part of their growth plans You will be joining a team of 4 Mortgage Administrators who collectively process around 120 mortgage applications per month. As a Mortgage Administrator, you will work closely with their team of experienced Mortgage Advisors on their cases which have been submitted to the lenders. You will take ownership of certain cases and act as the main point of contact for customers, lenders, builders, estate agents and solicitors. This will require you to manage multiple cases with important deadlines to ensure quality service is provided throughout. The business would be happy to provide progression to become a Mortgage Advisor after 2+ years in the role, if this of interest to you. Mortgage Administrator Requirements You should ideally have experience as a Mortgage Administrator or within the mortgage / house buying sector You should have a good working knowledge of Microsoft Word, Excel and Outlook Time management skills and ability to prioritise is essential You must have excellent attention to detail and passionate about providing great service to clients The Company This local mortgage brokerage has a strong foothold in the Stourbridge area, with excellent professional introducers who generate high levels of quality leads for their employed Mortgage Advisors. The team enjoy supporting each other and put the clients need first. Mortgage Advisor Benefits Salary of 26,500 - 28,000 Hybrid working with 3 days office based and 2 days from home Monday to Friday, 8:30am to 5pm 28 days holiday including bank holidays, plus day off for your birthday Ongoing training and support Loyal team, many of whom have been with the business for 5+ years Locations Stourbridge Call us now on (phone number removed) or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Our client is seeking an experienced Financial Advisor in Barnstaple to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio. You should focus on conducting in-depth reviews to understand your client s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals. Financial Advisor Requirements You should hold full Level 4 Diploma in financial planning or equivalent You should have 5+ years experience as a Financial Advisor (ideally with CAS status) You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Potential to consider higher salary on case-by-case basis Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Home based role with travel to meet clients in person and use of their regional offices Self-employed option available, if you would prefer Locations Barnstaple Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Our client is an independently owned, financial planning firm based in Kent, who are looking to recruit an experienced Compliance professional to join their team as part of their organic growth plans. You will be working closely with the management team, as an integral team member, working on the compliance framework in line with regulatory and industry standards. We require an experienced Compliance professional, with experience within IFA practices. This is a hands on role, with duties such as: File checking Ensuring accurate compliance records and documentation Identifying, designing, delivering and monitoring of compliance policies and procedures Conduct risk assessments to mitigate risks Support with training team members on compliance topics Monitoring industry regulation changes and act on this accordingly You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. Their collective goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. Compliance Professional Requirements You must hold Chartered status in Financial Planning, preferably with AF3 or equivalent You must be experienced in all areas of IFA compliance duties and be confident in working closely with the Senior Management team Our client is focused on values driven individuals who are motivated by delivering great service above all Compliance Professional Benefits Competitive salary to be discussed Office based role with choice of their two offices in Kent Full time or potential to consider reduced hours No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Kent Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of 50,000 - 52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Are you an aspiring, money-motivated Finance Broker looking to join a growing business with a proven lead source? Our client is a boutique specialist Finance brokerage in North London. Established 6 years ago they have experienced continued growth and have a lucrative introducer network. From this you can expect at least 1 pre-qualified lead in your diary every day. They have a high performing team who specialise in UHNW clients and assisting offshore clients with their UK Property finance needs. The business has a great culture and a hands-on management team who focus on ensuring their brokers have the right tools to succeed. They have developed a slick CRM system to enable their brokers to see more clients whilst providing an excellent service. You will also benefit from full administration support meaning you can focus on speaking with clients and writing business. The Company Our client provides specialist advice to clients on business and property finance. The business has a growing and ambitious team of likeminded individuals. Finance Broker Requirements You must hold full CEMAP You must have 12+ months experience as a Mortgage Advisor/Specialist finance broker You should have a proactive approach to your work and want to provide the best service to your clients You must be able to work well within a team but also able to thrive as an individual Finance Broker Benefits Self-employed role with realistic earnings potential of 60,000 - 150,000 Our client is willing to provide financial support during your first 6 months Hybrid working with 1 day a week in their Islington office No fees Access to all types of lending Location Islington, London Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Are you an aspiring, money-motivated Finance Broker looking to join a growing business with a proven lead source? Our client is a boutique specialist Finance brokerage in North London. Established 6 years ago they have experienced continued growth and have a lucrative introducer network. From this you can expect at least 1 pre-qualified lead in your diary every day. They have a high performing team who specialise in UHNW clients and assisting offshore clients with their UK Property finance needs. The business has a great culture and a hands-on management team who focus on ensuring their brokers have the right tools to succeed. They have developed a slick CRM system to enable their brokers to see more clients whilst providing an excellent service. You will also benefit from full administration support meaning you can focus on speaking with clients and writing business. The Company Our client provides specialist advice to clients on business and property finance. The business has a growing and ambitious team of likeminded individuals. Finance Broker Requirements You must hold full CEMAP You must have 12+ months experience as a Mortgage Advisor/Specialist finance broker You should have a proactive approach to your work and want to provide the best service to your clients You must be able to work well within a team but also able to thrive as an individual Finance Broker Benefits Self-employed role with realistic earnings potential of 60,000 - 150,000 Our client is willing to provide financial support during your first 6 months Hybrid working with 1 day a week in their Islington office No fees Access to all types of lending Location Islington, London Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of 50,000 - 52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.