20 jobs found

Trainee Financial Planning Administrator Location: Liverpool, Merseyside Salary: 28,000 - 32,000 + Excellent Benefits Hours: Full-Time, Monday to Friday, 9:30am - 5pm Contract: Permanent Holidays: 25 days + bank holidays About the Role: An exciting opportunity has arisen for a Trainee Financial Planning Administrator to join a rapidly growing Independent Financial Advisory (IFA) firm in Liverpool. This entry-level role is perfect for individuals looking to build a career in financial services, where you will receive comprehensive training and support to develop your skills within the wealth management industry with opportunities for progression within the firm. As a Trainee IFA Administrator, you will play a key role in supporting a team of financial advisors, ensuring smooth administrative operations and providing exceptional service to clients. This is a fantastic opportunity to gain valuable industry experience while working towards becoming a fully qualified professional in financial administration. About You: We are looking for a motivated and detail-oriented individual who is eager to learn and grow within the financial services sector. The ideal candidate will have: A keen interest in financial services and wealth management. Excellent organisational skills , with the ability to manage multiple tasks simultaneously. Strong communication skills , both written and verbal, and a friendly, professional approach to dealing with clients. Attention to detail and a desire to maintain high standards of accuracy and compliance. Basic IT skills , with proficiency in Microsoft Office (Excel, Word, Outlook). Previous experience and transferrable skills within a similar supportive role with financial services or a relatable professional services role (insurance, legal etc.) Recent graduates with a willingness to learn and develop , with an interest in pursuing further qualifications in financial services. If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Locations : Amsterdam Brussels London Who We Are The Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. About BCG Platinion BCG Platinion's presence spans across the globe, with offices in Asia, Europe, and South and North America. We achieve digital excellence for clients with sustained solutions to the most complex and time-sensitive challenge. We guide clients into the future to push the status quo, overcome tech limitations, and enable our clients to go further in their digital journeys than what has ever been possible in the past. At BCG Platinion, we deliver business value through the innovative use of technology at a rapid pace. We roll up our sleeves to transform business, revolutionize approaches, satisfy customers, and change the game through Architecture, Cybersecurity, Digital Transformation, Enterprise Application and Risk functions. We balance vision with a pragmatic path to change transforming strategies into leading-edge tech platforms, at scale. Practice Area BCG Platinion launched in Germany in 2000 to add deep technical expertise to the Boston Consulting Group's existing capabilities. Today, our presence spans across the globe, with offices in Asia, Europe, and South and North America. Our New York-based North American team began in 2014 and in 2017 acquired MAYA Design, a Pittsburgh-based digital design and innovation lab, to grow our capabilities around technology and design. We support our clients' total digital transformation through technology, design, cybersecurity, and risk management & financial engineering capabilities. And together with BCG, BCG Platinion's interdisciplinary team of technical experts enable customized technical solutions and accelerate delivery value through new business platforms, application consolidations, and major system implementations. What You'll Do As a seamlessly integrated part of the BCG network, we provide consulting services focused on the development and implementation of business-critical IT architecture and digital solutions. We create technology platforms and deliver exceptionally customized solutions of the future for our clients, from data strategies to next-generation customer journey solutions and transformational business models. We solve the most daunting challenges that companies face today and envision for tomorrow. Our style is entrepreneurial - nimble and innovative, with multifaceted, cross-functional teams and completely vendor-independent. Our unique selling proposition is technology expertise and delivery. As a Senior IT Consultant, you will work in an international environment, closely with our client's leadership teams to understand their key challenges, define IT strategies, win buy-in for your recommendations and collaborate with BCG case team members to transform client potential into performance with high-impact assignments. You will deploy customized IT strategies, digital platforms and architecture in order to leverage the digital potential of our customers with state of the art tools such as cloud computing, AI, blockchain, microservices and containerization. You will be responsible for specific parts of the project and will evaluate and coach our clients' technology teams, manage quality and risk while maintaining client expectations and escalations. You'll develop ground-breaking projects by enabling our clients to effectively use agile methods and modern approaches in the context of strategic IT implementation. You will work on a variety of technology topics, applying your technical consulting skills to strategic technology questions. You will also be supported by an extensive training curriculum, plus technology-specific training and mentoring to help build upon you technical skills. You will also help guide junior members of the team, help with project proposals, client care, building relationships with peers and identifying new business opportunities. What You'll Bring 6 to 10 years' experience in Tech strategy and consulting or IT project management. Experience with the insurance industry. Strong knowledge on core insurance processes and on (or multiple) insurance packages like GuideWire, Duck Creek or DXC. A strategic thinker, entrepreneurial, able to work creatively and analytically in a problem-solving environment Outstanding analytical and conceptual skills, strong customer focus and mental agility with a results orientation Experience in legacy environments and modern approaches to technology Track record of Agile consulting and advisory with experience in Digital and Agile transformations at scale Experience in IT organisation and process development Experience in the organisation of workshops at peer level and facilitating in client meetings Strong business acumen; can frame complex problems in appropriate business contexts A University degree with above average academic performance in a STEM related field or business management You must also be willing to work outside of Insurance projects when required. For candidates based in London: Fluent in English. For candidates based in the Netherlands: Fluent in English; Dutch is highly desirable. For candidates based in Belgium: Fluent in English, with French or Flemish as an additional requirement. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.

This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm. As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other. Paraplanners in this team enjoy the role as it provides a variety of cases, product types and levels of complexity, keeping the role interesting and varied. Your duties as a Paraplanner will include: Undertaking research as part of the financial planning review process Prepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriate Analysing existing investment portfolios and providing comparison to suitable benchmarks Prepare and interpret complex information as part of the review process Research and review new and existing legislation to ensure your knowledge remains fresh Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this You should have experience in undertaking financial planning research and preparing accurate suitability reports Experience within an IFA environment would be preferred Paraplanner Benefits Salary of £34,000 - £46,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plans Locations Bromsgrove 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. JBRP1_UKTJ

Our client is seeking a Financial Planner in the Dudley / Wolverhampton / 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 clients 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 Dudley / Wolverhampton / 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. JBRP1_UKTJ

A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice. As Independent Financial Advisor (IFA) you will: Build and maintain strong client relationships to support ongoing business growth. Provide holistic financial planning advice based on each clients individual needs. Create and implement personalised financial plans, using a structured client journey. Conduct full fact-finding, risk assessments, cash-flow modelling and scenario planning. Prepare documentation, meeting notes, and income/expenditure analysis. Deliver ongoing client reviews and ensure all recommendations remain suitable. Promote the business within professional networks and local communities. Ensure all advice meets FCA regulations, including Consumer Duty requirements. Work collaboratively with the internal team to deliver a high-quality client experience. Bring an existing client bank (if applicable) and continue to develop those relationships. Maintain CPD and meet all regulatory competence standards. We are looking for an Independent Financial Advisor (IFA) with the following Qualifications & Experience: Diploma in Financial Planning (DipPFS / Level 4 Qualified). SPS and current FCA authorisation. Previous experience as a Financial Advisor, ideally within an independent environment. Strong knowledge of investments, retirement planning, IHT, SIPPs and SSAS. High ethical standards and a genuine client-first approach. Confident working independently and managing your own diary and client base. Experience using financial planning tools and CRM systems (Plannr preferred). In return you will receive a salary of £75,000 per annum and benefits include: Competitive remuneration package (base salary + attractive fee splits) 10% bonus paid on company targets met paid twice yearly Full marketing support with a steady flow of new enquiries Administrative and compliance support Access to research, platforms, and industry-leading tools Flexible and supportive working environment (hybrid or remote) Ongoing professional development and progression opportunities Work within a long-established firm (35+ years) now partly acquired by the largest Nordic financial group, ensuring stability and growth If this sounds like the Independent Financial Advisor (IFA) role for you, click apply now. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to. JBRP1_UKTJ

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Didsbury and the opportunity benefits from the support of a well-established client base i click apply for full job details

Job Title: Client Relationship Manager Location: Manchester City Centre - Vibrant Offices in the Heart of the Action Salary: Up to £37,000 base + Uncapped Commission (Realistic OTE Year 1: £50,000+) Hours: Monday to Friday 9:00 AM - 5:00 PM Why Join Us? Are you ready to take your career to the next level? Join Manchester's fastest-growing Independent Financial Advisory (IFA) firm , where innovation 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 with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio. You should focus on conducting in-depth reviews to understand your client s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals. Financial Advisor Requirements You should hold full Level 4 Diploma in financial planning or equivalent You should have 5+ years experience as a Financial Advisor (ideally with CAS status) You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Potential to consider higher salary on case-by-case basis Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Home based role with travel to meet clients in person and use of their regional offices Self-employed option available, if you would prefer Locations Barnstaple Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Our client is 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 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.

Accounts Senior/Semi Senior role in Salisbury with a leading advisory firm. Great benefits and career growth. Our Client, a forward-thinking and collaborative accountancy group, is seeking an experienced Accounts Senior or Semi Senior to join their Salisbury office. This is a fantastic opportunity to be part of a dynamic team that values local relationships, professional growth, and collective expertise. Since its formation in 2019, Our Client has grown through the merger of over 100 successful independent accountancy and advisory practices across the UK and Ireland. Their mission is clear: to provide trusted, locally forged business advice to SMEs, supported by a strong network of over 1,800 professionals. The Role As an Accounts Senior or Semi Senior, you'll take ownership of a client portfolio, delivering high-quality service and building strong relationships. You'll be a key point of contact for clients, offering strategic advice and ensuring their financial needs are met with precision and care. Key Responsibilities Manage a portfolio of clients, lead meetings, and provide tailored advice Oversee client relationships including quoting, service agreements, invoicing, and renewals Assist in preparing management and annual accounts, forecasts, and performance reports Build relationships with professional contacts such as IFAs, solicitors, and financial institutions Mentor junior team members, offering guidance and support Report on portfolio performance and contribute to internal targets About You ACA or ACCA qualified (or working towards qualification) Minimum of 3 years' experience in practice Strong understanding of UK accounting standards and tax legislation Commercially aware, analytical, and detail-oriented Proficient in Excel and familiar with accounting software such as Sage, Xero, and QuickBooks What's on Offer Competitive salary 25 days annual leave + bank holidays Option to buy up to 5 additional days of leave Office closure over Christmas (subject to business needs) Pension scheme with 3.5% employer contribution Life assurance (4x annual salary) Enhanced family leave and sick pay policies Employee Assistance Programme - 24/7 confidential support Access to a flexible benefits platform including: Private Medical Insurance, Critical Illness Cover, Dental and Eye Care, Cycle to Work Scheme & Corporate Discounts This is an office-based role offering the chance to work in a supportive and collaborative environment, with opportunities to grow professionally while making a meaningful impact locally. If this opportunity aligns with your experience, and you're open to exploring a new challenge, we'd love to hear from you. You can apply directly, or for a confidential conversation, feel free to contact Lorna Pilling on . Please note: All applicants must already hold the legal right to work in the UK at the time of application. #

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Our client, a well-respected name within financial services, are seeking a client-focused IFA to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping HNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.

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.

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.