This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Planners where there are shortages in the paraplanning team. As such, our client is looking for a skilled individual with excellent technical paraplanning knowledge who can quickly pick up cases and provide immediate impact. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients. As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include: There might be need for you to attend the office you are supporting on a occasional basis, this would be fully expensed. Technical Paraplanner Requirements You should have strong experience as a Paraplanner You should technical knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases You should be confident undertaking research and financial calculations You should have a willingness to help and support others You should hold full Level 4 Diploma in Financial Planning (or equivalent) Technical Paraplanner Benefits Salary of up to 50,000 depending on experience plus company benefits Excellent company benefits Remote working Full-time role Locations Home based 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 11, 2025
Full time
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Planners where there are shortages in the paraplanning team. As such, our client is looking for a skilled individual with excellent technical paraplanning knowledge who can quickly pick up cases and provide immediate impact. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients. As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include: There might be need for you to attend the office you are supporting on a occasional basis, this would be fully expensed. Technical Paraplanner Requirements You should have strong experience as a Paraplanner You should technical knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases You should be confident undertaking research and financial calculations You should have a willingness to help and support others You should hold full Level 4 Diploma in Financial Planning (or equivalent) Technical Paraplanner Benefits Salary of up to 50,000 depending on experience plus company benefits Excellent company benefits Remote working Full-time role Locations Home based 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.
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 employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team 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 Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The 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. You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team. 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. Chartered Financial Advisor Requirements You must be a qualified and experienced Financial Advisor with strong technical expertise Ideally, you should be Chartered qualified or close to achieving this Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales Chartered Financial Advisor Benefits Competitive salary to be discussed Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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 employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team 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 Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The 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. You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team. 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. Chartered Financial Advisor Requirements You must be a qualified and experienced Financial Advisor with strong technical expertise Ideally, you should be Chartered qualified or close to achieving this Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales Chartered Financial Advisor Benefits Competitive salary to be discussed Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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 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 an 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 IFA Administrator 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 to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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 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 an 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 IFA Administrator 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 to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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 employed, Chartered Financial Advisor job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team 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 Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The 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. You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team. 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. Chartered Financial Advisor Requirements You must be a qualified and experienced Financial Advisor with strong technical expertise Ideally, you should be Chartered qualified or close to achieving this Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales Chartered Financial Advisor Benefits Competitive salary to be discussed Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Folkestone 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 employed, Chartered Financial Advisor job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team 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 Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The 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. You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team. 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. Chartered Financial Advisor Requirements You must be a qualified and experienced Financial Advisor with strong technical expertise Ideally, you should be Chartered qualified or close to achieving this Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales Chartered Financial Advisor Benefits Competitive salary to be discussed Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Folkestone 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
Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages You will receive a good number of mortgage leads, plus pension and investment leads. This will enable you to be busy providing all types of advice and build your skillset as a Financial Advisor. Typically, their clients have adopted technology and are happy to have reviews via video calls or in person if convenient. In addition, they have a large book of legacy clients for contacting and converting onto client servicing agreements, which could significantly boost the client bank. On top of this, they have 4 successful Mortgage Advisors who could refer quality wealth business to you. Mortgage Advisor and/or Financial Advisor Requirements You must fully CeMAP qualified (or equivalent) and experience as a Mortgage Advisor Plus, you should hold your full Level 4 Diploma in Regulated Financial Planning (or equivalent) You should be committed to being self-employed The Company This established financial advisory and mortgage brokerage based in the North West understands the importance of looking after their clients at all stages of their financial planning. They are looking to expand their team due to their Advisors being at maximum capacity. Mortgage Advisor and/or Financial Advisor Benefits Self-employed role with tiered commission splits Hybrid role with 2 or 3 days in their Cheshire office Urgent need as the business is ready for you to takeover the leads being produced Admin support provided Location Cheshire 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 01, 2025
Full time
Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages You will receive a good number of mortgage leads, plus pension and investment leads. This will enable you to be busy providing all types of advice and build your skillset as a Financial Advisor. Typically, their clients have adopted technology and are happy to have reviews via video calls or in person if convenient. In addition, they have a large book of legacy clients for contacting and converting onto client servicing agreements, which could significantly boost the client bank. On top of this, they have 4 successful Mortgage Advisors who could refer quality wealth business to you. Mortgage Advisor and/or Financial Advisor Requirements You must fully CeMAP qualified (or equivalent) and experience as a Mortgage Advisor Plus, you should hold your full Level 4 Diploma in Regulated Financial Planning (or equivalent) You should be committed to being self-employed The Company This established financial advisory and mortgage brokerage based in the North West understands the importance of looking after their clients at all stages of their financial planning. They are looking to expand their team due to their Advisors being at maximum capacity. Mortgage Advisor and/or Financial Advisor Benefits Self-employed role with tiered commission splits Hybrid role with 2 or 3 days in their Cheshire office Urgent need as the business is ready for you to takeover the leads being produced Admin support provided Location Cheshire 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 job is available within an award winning firm that truly cares about their team. You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions Draft suitability reports, for final approval by the Financial Advisor Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs This role has a holistic focus, whereby you will involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience. Paraplanner Requirements You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors Paraplanners with experience of working towards SLA targets would be beneficial You should hold full Level 4 Diploma qualification in Financial Planning Must have strong attention to detail and able to explain complex information clearly The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. Paraplanner Benefits Salary of 42,000 - 48,000 dependent upon experience and qualifications 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! Home based with once a fortnight / month visit to their office in Farnborough (or more often if you desire) Regular charity initiatives, including 1-day annual allowance for charity work Normal working hours Locations Remote based with once a fortnight / month visit to their office in 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 01, 2025
Full time
This Paraplanner job is available within an award winning firm that truly cares about their team. You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions Draft suitability reports, for final approval by the Financial Advisor Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs This role has a holistic focus, whereby you will involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience. Paraplanner Requirements You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors Paraplanners with experience of working towards SLA targets would be beneficial You should hold full Level 4 Diploma qualification in Financial Planning Must have strong attention to detail and able to explain complex information clearly The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. Paraplanner Benefits Salary of 42,000 - 48,000 dependent upon experience and qualifications 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! Home based with once a fortnight / month visit to their office in Farnborough (or more often if you desire) Regular charity initiatives, including 1-day annual allowance for charity work Normal working hours Locations Remote based with once a fortnight / month visit to their office in 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
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.
