Premier Jobs UK

Are you an experienced Financial Advisor looking for your next career move? This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm. As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Devon, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection. What makes this Financial Advisor role stand out? This isn't just another advisory position. You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients. The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts. - Deliver face-to-face and virtual client meetings - Conduct comprehensive financial reviews and produce detailed reports - Develop new business through networking, referrals, and company leads - Maintain and grow client relationships through regular reviews - Leverage digital tools and CRM systems to enhance client service Financial Advisor Requirements: - Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent) - Essential: Experience as a practicing Financial Advisor with proven client management skills - Essential: Strong interpersonal and communication abilities - Desirable: Business development and networking experience - Desirable: Proficiency with financial planning software and Microsoft Teams The Company Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support. Financial Advisor Benefits: - Competitive salary: 50,000 - 75,000 - Attractive performance-related bonus - Flexible hybrid working arrangements - Full administrative and operational support - Comprehensive paraplanning assistance - Professional development opportunities Location Ideally based in or around the Devon area and surrounding regions. Some travel for client meetings is expected. Ready to take the next step in your advisory career? Apply now to discover how this Financial Advisor opportunity could be the perfect fit for you. 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 hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. 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.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. 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 IFA Administrator seeking your next job within a progressive financial planning firm? This IFA Administrator opportunity in Taunton offers genuine career development within a growing national business that values exceptional client support. As an IFA Administrator, you'll deliver seamless service to Financial Planners and clients, ensuring advice processes run smoothly from consultation through to implementation. Working alongside an established operations team, you'll act as a trusted liaison throughout the client journey. Your IFA Administrator responsibilities include: - Coordinating planner diaries and client meetings - Preparing comprehensive meeting documentation - Processing new business applications and liaising with providers - Producing illustrations, valuations and transfer documentation - Maintaining accurate records across back-office systems - Proactive client communication to progress cases efficiently This IFA Administrator role offers genuine variety across wealth management processes. The business is expanding its adviser base and recognises that quality administration underpins excellent outcomes, with clear scope to develop technical knowledge. IFA Administrator Requirements - Essential: Proven experience as an Administrator within an IFA or financial planning environment - Essential: Strong knowledge of financial planning processes and new business procedures - Essential: Confident communication skills for client and provider liaison - Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms - Desirable: Understanding of pension transfers, investment platforms and protection processing The Company A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a collaborative, supportive culture. IFA Administrator Benefits - Salary of 32,000 to 35,000 depending on experience - Full-time or part-time working patterns considered - Hybrid working with minimum 2 days per week in office - Comprehensive benefits including pension, life assurance and healthcare - Structured development plans with clear progression pathways Location Commutable to Taunton - minimum 2 days per week office attendance required. Apply today to join a forward-thinking firm that recognises the vital contribution IFA Administrators make to client success. 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 Adviser seeking your next Financial Adviser job with an established wealth management firm? This Financial Adviser opportunity in Maidenhead offers you the chance to take ownership of an existing client bank and build lasting relationships. Our client, a growing wealth management business, has an urgent requirement for a Financial Adviser to look after an established portfolio of medium to high-value clients. This Financial Adviser role focuses primarily on client retention and servicing, allowing you to leverage your expertise in providing exceptional financial advice. What makes this Financial Adviser position stand out? - Take responsibility for an existing client bank requiring expert attention - Office-based role in Maidenhead (2-3 days per week in office) - Clients typically visit the office, with flexibility for home visits - Full administrative and support team based in the office - Be part of a supportive, collaborative culture - Performance-related bonus scheme rewarding your success As a Financial Adviser, you'll provide comprehensive financial planning advice, conduct regular client reviews, and ensure clients receive the highest standard of service. This is an excellent opportunity for a Financial Adviser who thrives on building client relationships and delivering quality outcomes. Financial Adviser Requirements: - Essential: Proven experience as a Financial Adviser with established client relationships - Essential: Strong track record in financial planning and client management - Essential: FCA approved (or ability to obtain approval) - Desirable: Level 4 Diploma in Financial Planning or equivalent - Desirable: Experience managing medium to high-value client portfolios The Company Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support. Financial Adviser Benefits: - Competitive salary: 60,000 - 65,000 - Attractive performance-related bonus - Office-based working (2-3 days per week) Location Maidenhead-based opportunity. Ideal candidates will be commutable to the Maidenhead office. Ready to take the next step in your Financial Adviser career? Apply today to discuss this exciting opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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

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

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

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

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

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

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