Premier Jobs UK Limited
High Wycombe, Buckinghamshire
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
Jun 17, 2026
Full time
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advi click apply for full job details
Jun 17, 2026
Full time
Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advi click apply for full job details
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
Jun 16, 2026
Full time
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
This hybrid based IFA Administrator job in Taunton 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 Taunton - 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.
Jun 16, 2026
Full time
This hybrid based IFA Administrator job in Taunton 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 Taunton - 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.
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. An n excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations click apply for full job details
Jun 16, 2026
Full time
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. An n excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations click apply for full job details
This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation. As a Financial Adviser, you will provide holistic financial planning advice to both n click apply for full job details
Jun 16, 2026
Full time
This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation. As a Financial Adviser, you will provide holistic financial planning advice to both n click apply for full job details
This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation. As a Financial Adviser, you will provide holistic financial planning advice to both n click apply for full job details
Jun 16, 2026
Full time
This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation. As a Financial Adviser, you will provide holistic financial planning advice to both n click apply for full job details
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jun 15, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
Sutton Coldfield, West Midlands
This Mortgage & Protection Client Administrator job is a 12 month fixed term contract, offering a hands on opportunity to support advisers within a busy, regulated financial services environment. If you already have experience in mortgage or protection administration and enjoy being at the heart of adviser support, this Mortgage & Protection Client Administrator job could be a strong next move. In this Mortgage & Protection Client Administrator job, you will work closely with Mortgage and Protection Advisers, providing day to day administrative support across the full application lifecycle. You will take responsibility for progressing mortgage and protection cases, liaising with lenders and providers, and ensuring clients and advisers are kept updated throughout the process. This Mortgage & Protection Client Administrator job is practical and detail focused, suited to someone comfortable managing multiple cases, working to service level expectations, and operating within a regulated advice environment. You will also assist with appointment scheduling, report preparation, pipeline management and maintaining accurate, compliant records on internal systems. You will join an established advice operations team where collaboration, accuracy and service quality are valued. The Mortgage & Protection Client Administrator job offers clear expectations from day one, exposure to a professional advice business, and the opportunity to further develop your experience during the contract period. Mortgage & Protection Client Administrator Requirements Essential - experience in mortgage and or protection administration Desirable - experience using industry back office or provider systems such as CURO Desirable - strong Microsoft Office capability 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. Mortgage & Protection Client Administrator Benefits Salary up to £32,500 12 month fixed term contract Hybrid working arrangement Supportive and experienced advice operations team Exposure to a professional mortgage and protection environment Location This role is based from the Sutton Coldfield office, with hybrid working available. Candidates should be within a reasonable commuting distance and comfortable attending the office as required. If this Mortgage & Protection Client Administrator job sounds like a good fit, apply now to find out more. 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.
Jun 15, 2026
Contractor
This Mortgage & Protection Client Administrator job is a 12 month fixed term contract, offering a hands on opportunity to support advisers within a busy, regulated financial services environment. If you already have experience in mortgage or protection administration and enjoy being at the heart of adviser support, this Mortgage & Protection Client Administrator job could be a strong next move. In this Mortgage & Protection Client Administrator job, you will work closely with Mortgage and Protection Advisers, providing day to day administrative support across the full application lifecycle. You will take responsibility for progressing mortgage and protection cases, liaising with lenders and providers, and ensuring clients and advisers are kept updated throughout the process. This Mortgage & Protection Client Administrator job is practical and detail focused, suited to someone comfortable managing multiple cases, working to service level expectations, and operating within a regulated advice environment. You will also assist with appointment scheduling, report preparation, pipeline management and maintaining accurate, compliant records on internal systems. You will join an established advice operations team where collaboration, accuracy and service quality are valued. The Mortgage & Protection Client Administrator job offers clear expectations from day one, exposure to a professional advice business, and the opportunity to further develop your experience during the contract period. Mortgage & Protection Client Administrator Requirements Essential - experience in mortgage and or protection administration Desirable - experience using industry back office or provider systems such as CURO Desirable - strong Microsoft Office capability 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. Mortgage & Protection Client Administrator Benefits Salary up to £32,500 12 month fixed term contract Hybrid working arrangement Supportive and experienced advice operations team Exposure to a professional mortgage and protection environment Location This role is based from the Sutton Coldfield office, with hybrid working available. Candidates should be within a reasonable commuting distance and comfortable attending the office as required. If this Mortgage & Protection Client Administrator job sounds like a good fit, apply now to find out more. 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 Taunton 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 click apply for full job details
Jun 14, 2026
Full time
This hybrid based IFA Administrator job in Taunton 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 click apply for full job details
This Experienced Financial Advisor job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. As an Experienced Financial Advisor, you will inherit an established and growing client bank while being supported by a strong back office and paraplanning funct click apply for full job details
Jun 13, 2026
Full time
This Experienced Financial Advisor job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. As an Experienced Financial Advisor, you will inherit an established and growing client bank while being supported by a strong back office and paraplanning funct click apply for full job details
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 13, 2026
Full time
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Are you an experienced Mortgage Advisor looking for a flexible, self employed Mortgage Advisor job where you can grow your earnings while supporting others? This Mortgage Advisor job offers a unique opportunity to combine advising with mentoring, within a collaborative and supportive environment. In this Mortgage Advisor job, you will play a key role in helping a growing financial services firm expand its mortgage offering, while supporting trainee advisers as they work towards full competency. Your responsibilities in this Mortgage Advisor role will include: • Advising clients on suitable mortgage solutions and managing cases from enquiry through to completion • Supervising and mentoring trainee advisers, allowing them to observe meetings and develop their skills • Generating your own business, whilst also benefiting from company provided leads and joint marketing activities • Collaborating with other advisers through events and shared business opportunities This Mortgage Advisor job offers excellent long term potential, with the opportunity to become a key figure in a growing advisory team and help shape the future of the business. Mortgage Advisor Requirements • CAS status as a Mortgage Advisor is essential • Proven experience writing mortgage business independently • Ability to generate own leads alongside company support • Experience mentoring or supporting junior advisers is desirable • Level 3 CeMAP (or equivalent) qualification required The Company This is a growing and ambitious financial services firm, offering mortgage and protection advice. They are building a diverse and collaborative team, with a strong focus on supporting advisers to succeed and grow together. Mortgage Advisor Benefits • Self employed Mortgage Advisor role with high commission splits • Circa 75 to 80% on self generated business and strong splits on company leads • Additional £500 per month for mentoring responsibilities • Ongoing earning potential through leads, events and referrals • Remote working with flexible schedule • Regular team events and optional meet ups • Opportunity to be part of a growing business with long term progression Location This Mortgage Broker job is fully remote, with applicants considered from across the UK. Occasional travel for team events may be beneficial. If you are an experienced Mortgage Broker seeking a flexible and rewarding Mortgage Broker job, apply today to explore this opportunity further. 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
Jun 13, 2026
Full time
Are you an experienced Mortgage Advisor looking for a flexible, self employed Mortgage Advisor job where you can grow your earnings while supporting others? This Mortgage Advisor job offers a unique opportunity to combine advising with mentoring, within a collaborative and supportive environment. In this Mortgage Advisor job, you will play a key role in helping a growing financial services firm expand its mortgage offering, while supporting trainee advisers as they work towards full competency. Your responsibilities in this Mortgage Advisor role will include: • Advising clients on suitable mortgage solutions and managing cases from enquiry through to completion • Supervising and mentoring trainee advisers, allowing them to observe meetings and develop their skills • Generating your own business, whilst also benefiting from company provided leads and joint marketing activities • Collaborating with other advisers through events and shared business opportunities This Mortgage Advisor job offers excellent long term potential, with the opportunity to become a key figure in a growing advisory team and help shape the future of the business. Mortgage Advisor Requirements • CAS status as a Mortgage Advisor is essential • Proven experience writing mortgage business independently • Ability to generate own leads alongside company support • Experience mentoring or supporting junior advisers is desirable • Level 3 CeMAP (or equivalent) qualification required The Company This is a growing and ambitious financial services firm, offering mortgage and protection advice. They are building a diverse and collaborative team, with a strong focus on supporting advisers to succeed and grow together. Mortgage Advisor Benefits • Self employed Mortgage Advisor role with high commission splits • Circa 75 to 80% on self generated business and strong splits on company leads • Additional £500 per month for mentoring responsibilities • Ongoing earning potential through leads, events and referrals • Remote working with flexible schedule • Regular team events and optional meet ups • Opportunity to be part of a growing business with long term progression Location This Mortgage Broker job is fully remote, with applicants considered from across the UK. Occasional travel for team events may be beneficial. If you are an experienced Mortgage Broker seeking a flexible and rewarding Mortgage Broker job, apply today to explore this opportunity further. 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
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 13, 2026
Full time
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
This Financial Adviser job offers an excellent opportunity to take on an established client base while joining a growing and forward thinking financial planning firm. In this Financial Adviser job, you will inherit an existing book generating around £180k of recurring income, equating to approximately £18m FuM. This provides immediate stability, with the opportunity to build further as part of a firm that is actively expanding its advisory capability. This Financial Adviser job is well suited to someone who enjoys working with existing clients, particularly those gained through acquisition, and who takes pride in maintaining and developing strong long term relationships. Alongside managing the inherited portfolio, you will continue to grow your client bank through referrals and professional introducers, supported by full paraplanning and administrative functions. You will deliver holistic financial planning advice, ensuring clients receive a high quality and compliant service. This Financial Adviser job also comes at a key growth phase for the business, with senior advisers taking on significant additional client books. This creates a genuine opportunity for progression and long term development as the firm continues to expand. Financial Adviser Requirements • Essential Level 4 Diploma in Financial Planning or equivalent • Essential Proven experience as a Financial Adviser providing holistic advice • Essential Experience managing client relationships and ongoing service • Desirable Experience working with acquired or transitioned client banks • Desirable Ability to develop new business through referrals and introducers The Company This established financial planning business has a strong track record and is now entering an exciting growth phase following recent expansion activity. The firm is focused on maintaining high service standards while increasing its advisory capacity. Financial Adviser Benefits • Circa £60,000 salary • Immediate access to client bank generating circa £180k recurring income • Full paraplanning and administrative support • Flexible working including home and office options • Strong long term growth opportunity as the business expands Location Offices are based in North London, Hertfordshire and Surrey, with flexibility to work from home and travel to clients as required. If you are looking for a Financial Adviser job where you can inherit clients, grow your portfolio and be part of a developing firm, please apply now. 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
Jun 13, 2026
Full time
This Financial Adviser job offers an excellent opportunity to take on an established client base while joining a growing and forward thinking financial planning firm. In this Financial Adviser job, you will inherit an existing book generating around £180k of recurring income, equating to approximately £18m FuM. This provides immediate stability, with the opportunity to build further as part of a firm that is actively expanding its advisory capability. This Financial Adviser job is well suited to someone who enjoys working with existing clients, particularly those gained through acquisition, and who takes pride in maintaining and developing strong long term relationships. Alongside managing the inherited portfolio, you will continue to grow your client bank through referrals and professional introducers, supported by full paraplanning and administrative functions. You will deliver holistic financial planning advice, ensuring clients receive a high quality and compliant service. This Financial Adviser job also comes at a key growth phase for the business, with senior advisers taking on significant additional client books. This creates a genuine opportunity for progression and long term development as the firm continues to expand. Financial Adviser Requirements • Essential Level 4 Diploma in Financial Planning or equivalent • Essential Proven experience as a Financial Adviser providing holistic advice • Essential Experience managing client relationships and ongoing service • Desirable Experience working with acquired or transitioned client banks • Desirable Ability to develop new business through referrals and introducers The Company This established financial planning business has a strong track record and is now entering an exciting growth phase following recent expansion activity. The firm is focused on maintaining high service standards while increasing its advisory capacity. Financial Adviser Benefits • Circa £60,000 salary • Immediate access to client bank generating circa £180k recurring income • Full paraplanning and administrative support • Flexible working including home and office options • Strong long term growth opportunity as the business expands Location Offices are based in North London, Hertfordshire and Surrey, with flexibility to work from home and travel to clients as required. If you are looking for a Financial Adviser job where you can inherit clients, grow your portfolio and be part of a developing firm, please apply now. 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 Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver click apply for full job details
Jun 12, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver click apply for full job details
This Mortgage Adviser job in Brighton offers a rare opportunity to join a growing, purpose led mortgage brokerage that is already generating client demand in the local area and is now looking to build a dedicated adviser presence. You will be joining a business that has grown through repeat clients, referrals and carefully invested lead generation rather than high volume sales click apply for full job details
Jun 12, 2026
Full time
This Mortgage Adviser job in Brighton offers a rare opportunity to join a growing, purpose led mortgage brokerage that is already generating client demand in the local area and is now looking to build a dedicated adviser presence. You will be joining a business that has grown through repeat clients, referrals and carefully invested lead generation rather than high volume sales click apply for full job details
This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service click apply for full job details
Jun 12, 2026
Full time
This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service click apply for full job details
?Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your exper click apply for full job details
Jun 12, 2026
Full time
?Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop across both residential and commercial lending. This Mortgage and Commercial Finance Broker role in New Milton is with a directly authorised firm which provides an excellent opportunity to broaden your exper click apply for full job details
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Jun 12, 2026
Full time
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
