Premier Jobs UK Limited

This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Adviso click apply for full job details

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 click apply for full job details

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and click apply for full job details

This Paraplanner job in Maidstone and 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

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

Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients click apply for full job details

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets click apply for full job details

This Corporate Benefits Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have pathway to becoming a Financial Advisor. You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients click apply for full job details

This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey 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 IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: Client relationships - welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information Meeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, updating the CRM system (Intelliflo) Providers - liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them. IFA Administrator Requirements You should have experience as an IFA Administrator or similar role Individuals with Intelliflo experience would be ideal, but not essential You should be able to manage multiple tasks and complete within agreed timescales The Company This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member. IFA Administrator Benefits Salary of up to £32,000 depending on experience Company benefits include 25 days holiday + bank holidays, pension 37.5 hours per week, although would consider part-time Flexible start / finish time if desired Mainly office based role Location Shrewsbury 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 Watford 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 wi click apply for full job details

Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing technical information and participating in c click apply for full job details

This hybrid-based Paraplanner job in Glasgow 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 cashflow click apply for full job details

This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details

Our client is seeking a Financial Planner in the West Midlands/Worcester area to join their team and benefit from a highly competitive salary 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, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio. Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships. 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 and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You should have 1+ years' experience as a Financial Advisor (ideally with CAS status) You be comfortable growing a client bank through referrals You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Starting salary of £50,000 OTE of c.£70,000 during first year with opportunity to grow substantially in future years Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Hybrid working Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations West Midlands / Worcester 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 in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa 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 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, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships. 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 and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent Ideally you should be chartered or working towards You should have 5+ years' experience as a Financial Advisor. Although experience is measured more by advice given to HNW individuals rather than length of service You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027 You should have done/utilised cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively. You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Salary of £75,000 - £90,000 which will grow as you increase the recurring income of your client bank OTE of £110,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Borehamwood 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.