This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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.
Mar 18, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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 experienced financial professional who loves helping advisers elevate their skills? This Financial Adviser Trainer job could be the perfect blend of technical expertise, people development and long term career opportunity. In this newly created position, you will play a key role in developing advisers across a well established and growing financial planning business. Your work will help strengthen adviser capability, improve client outcomes and support the company s continued expansion. This is a hands on training role, combining both technical knowledge and commercial awareness, with the autonomy to shape impactful learning programmes. You will deliver training to existing advisers with a broad range of experience, rather than new-to-industry trainees. This includes designing and delivering engaging sessions, running workshops, creating learning materials and providing one to one coaching where needed. You will also support adviser development around client engagement, effective communication and improving conversion on warm client opportunities. This is an excellent role for someone who enjoys influencing adviser performance and wants to make a tangible difference. Progression opportunities are strong, with the potential to grow responsibilities or specialise as the training function expands. Financial Adviser Trainer Requirements Essential Strong knowledge across pensions, investments, protection and broader planning areas Background in delivering training, coaching or mentoring within a regulated environment Desirable Experience as a Financial Adviser or Paraplanner, or significant technical training experience within financial services Level 4 Diploma in Regulated Financial Planning or equivalent Experience supporting adviser development around client relationships or business growth Exposure to designing learning materials or digital training content The Company A growing, adviser focused financial services business with a strong reputation for professionalism. They support advisers with high quality resources, a collaborative culture and a commitment to continuous improvement. Financial Adviser Trainer Benefits Salary up to £70,000 (negotiable) Hybrid working, typically three days office based and two from home Opportunities to shape the training function as it develops Supportive environment with ongoing professional development Location Candidates should live within a reasonable commute of Bromsgrove, with flexibility through hybrid working. If you are passionate about developing advisers and want a role with influence, impact and long term potential, we encourage you to apply today. 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.
Mar 17, 2026
Full time
Are you an experienced financial professional who loves helping advisers elevate their skills? This Financial Adviser Trainer job could be the perfect blend of technical expertise, people development and long term career opportunity. In this newly created position, you will play a key role in developing advisers across a well established and growing financial planning business. Your work will help strengthen adviser capability, improve client outcomes and support the company s continued expansion. This is a hands on training role, combining both technical knowledge and commercial awareness, with the autonomy to shape impactful learning programmes. You will deliver training to existing advisers with a broad range of experience, rather than new-to-industry trainees. This includes designing and delivering engaging sessions, running workshops, creating learning materials and providing one to one coaching where needed. You will also support adviser development around client engagement, effective communication and improving conversion on warm client opportunities. This is an excellent role for someone who enjoys influencing adviser performance and wants to make a tangible difference. Progression opportunities are strong, with the potential to grow responsibilities or specialise as the training function expands. Financial Adviser Trainer Requirements Essential Strong knowledge across pensions, investments, protection and broader planning areas Background in delivering training, coaching or mentoring within a regulated environment Desirable Experience as a Financial Adviser or Paraplanner, or significant technical training experience within financial services Level 4 Diploma in Regulated Financial Planning or equivalent Experience supporting adviser development around client relationships or business growth Exposure to designing learning materials or digital training content The Company A growing, adviser focused financial services business with a strong reputation for professionalism. They support advisers with high quality resources, a collaborative culture and a commitment to continuous improvement. Financial Adviser Trainer Benefits Salary up to £70,000 (negotiable) Hybrid working, typically three days office based and two from home Opportunities to shape the training function as it develops Supportive environment with ongoing professional development Location Candidates should live within a reasonable commute of Bromsgrove, with flexibility through hybrid working. If you are passionate about developing advisers and want a role with influence, impact and long term potential, we encourage you to apply today. 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.
Oct 08, 2025
Full time
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.
Oct 08, 2025
Full time
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.
Oct 08, 2025
Full time
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.
Oct 07, 2025
Full time
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
Oct 06, 2025
Full time
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
Sep 23, 2025
Full time
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.
Sep 23, 2025
Full time
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.
