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Are you an experienced Paraplanner looking for a flexible, part-time role? A well-established financial services firm in Taunton is seeking a skilled Paraplanner to join their tight-knit, supportive office. This role offers the perfect balance between professional growth and work-life flexibility. As the sole Paraplanner in the Taunton office, you'll play a crucial role in supporting four financial advisors. You'll work alongside existing on-site administration staff and have remote support from a Paraplanner in Barnstaple. This position offers the opportunity to make a significant impact in a collaborative environment. Key Responsibilities: Conducting research on financial products and services Writing comprehensive financial reports Submitting applications Assisting with time-sensitive tasks as part of the team Maintaining up-to-date knowledge of financial markets and trends Using Intelliflo and Defaqto engage software (training provided if needed) Paraplanner Requirements : Proven experience as a Paraplanner in the financial services industry Level 4 qualification preferred, but extensive experience is valued more Strong analytical and problem-solving skills Excellent attention to detail and accuracy Good communication skills, both written and verbal The Company: This established financial services firm has a strong presence in Taunton. They pride themselves on their supportive team environment and commitment to delivering high-quality financial advice and services. The Taunton office offers a close-knit, collaborative atmosphere where team members assist each other, particularly with time-sensitive tasks. Paraplanner Benefits: Salary of £35,000 full-time equivalent) Part-time hours: Choice of 3 days per week or 5 days 10am - 2.30pm (or similar) Approximately 20-25 hours per week Hybrid working options Pension: 4% employer contribution + 4% employee contribution On-site free car parking Death in service benefit Location: Taunton, Somerset Call us now on 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 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 click apply for full job details

Our client is seeking a Financial Planner in North London / South Hertfordshire area to join their IFA team and benefit from a highly competitive salary linked to recurring income and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, HNW client bank to takeover and grow, click apply for full job details

Are you a current or previous Financial Advisor looking to join a business with no micromanagement? In this role as a Financial Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Financial Advisors. You should also be proactive and look to self-generate business where possible click apply for full job details

We are seeking current Equity Release Advisers with whole of market experience, who are looking to join a growing, specialist Equity Release firm You will be joining a respected firm who are in a position to recruit for growth purposes. As an Equity Release Adviser, you will receive leads generated from their various marketing activities which are pre-qualified by their contact team click apply for full job details

This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status 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 click apply for full job details

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 addit click apply for full job details

This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status 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 click apply for full job details

Are you a current or previous Mortgage Advisor looking to join a business with no micromanagement? In this role as a Mortgage Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Mortgage Advisors. You should also be proactive and look to self-generate business where possible click apply for full job details

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 under click apply for full job details

This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflo click apply for full job details

Are you a current or previous Mortgage Advisor looking to join a business with no micromanagement? In this role as a Mortgage Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Mortgage Advisors. You should also be proactive and look to self-generate business where possible click apply for full job details

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 click apply for full job details

Do you have experience managing a team of Paraplanners and seeking your next role as Paraplanning Manager? Our client, is a national IFA firm who are looking for an experienced individual to manage a team of Paraplanners, acting as their line manager and ensuring the team produce efficient and accurate research and reports for their IFAs click apply for full job details

Our client is seeking an experienced Financial Advisor in Brighton / Burgess Hill 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 Brighton / Burgess Hill Call us now on 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 Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise. The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement. Your duties will include: Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines Report to the Senior Management team Provide process improvement across your team and the wider business Providing technical help for the team, Financial Advisers and other departments Ensure the quality of the department is of high standard and consistent Provide staff training and mentoring, including tracking progress Hold regular 1:1s, departmental meetings and technical training sessions Be involved in Paraplanner recruitment Head of Paraplanner Requirements You should have supervisory, team leader / management experience You should hold Level 4 Diploma qualified in Financial Planning or equivalent You should have strong experience within paraplanning and capable of being the Head of Paraplanning The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Head of Paraplanning Benefits Salary to be discussed upon application Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 1 days from home, after completion of probation 25 days holiday plus bank holidays After 3 months service, generous non-contributory pension scheme and 4x DIS 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Call us now on 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 in Hebburn, provides the opportunity to have a busy role within one of the North East's largest mortgage brokerages. As a Mortgage Administrator, you will be taking an active role to support the team of Mortgage Advisors and their clients, to help cases smoothly progress towards completion. Your responsibilities will include: Assisting in the process of submitting new mortgage applications Taking inbound enquiries and making outbound calls to new and existing customers Liaising with lenders and solicitors to remain up to date on the progress of cases Making appointments on behalf of the Mortgage Advisors to review and/or new mortgage and protection products Provide support to enable mortgage applications progress through to completion Our client prides themselves on regularly developing their team and actively encourages further development and promotions, for the right individuals. Mortgage Administrator Requirements Previous experience within mortgage administration is strongly preferred You should have a good telephone manner and be comfortable speaking to new and existing customers, both via inbound and outbound calls The Company Well-established mortgage brokerage has been providing mortgage and protection advice for over 25 years. They have continued to grow their team of Mortgage Advisors and back office support staff, who work closely together to ensure they continue to provide quality advice. Mortgage Administrator Benefits Salary of £24,375 - £26,000 depending on experience plus additional shift allowance of up to £900 pa 37.5 hours per week, working within a dedicated team on a shift pattern, 5 days per week, includes some weekends You will be working within a busy, dynamic office Free parking available onsite or nearby Locations Hebburn 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.

This employed, Chartered Financial Advisor job in Maidstone or 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 Maidstone Folkestone Call us now on 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 employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm. You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely to be a handover in place to assist you and the clients with having a smooth transition. You should be able to write good levels of new business with leads / enquiries being passed to you from the company, plus the existing client bank has proven to generate new business through referrals. Individuals who can actively self-generate would be rewarded, whether that's through networking, generating professional introducers or regularly obtaining referrals. You will have the backing of an established team of Administrators and Paraplanners, many of whom have been part of the business for several years so know the processes, clients and providers very well. Weekly catch ups take place to ensure everyone knows what needs to be actioned. You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients. Financial Advisor Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You should be an experienced Financial Advisor Alternatively, our client would be open minded to an individual early in their financial advice career, who has been within the industry for some time (e.g. Paraplanner or Mortgage Advisor) Candidates with experience of working within small / medium teams would be beneficial The Company This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well. Financial Advisor Benefits Salary of £50,000 - £70,000 plus bonuses Alternatively, would consider self-employed if desired Hybrid working with ideally 3 days in their office in Newport, Shropshire 25 days holiday plus bank holidays and pension Joining a friendly, supportive team Location Newport, Shropshire 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 .