391 jobs found

We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Role Overview (full job spec available on request) Providing technical support to financial planners Attending client meetings (when required) Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations The Person C 4 years + technical paraplanning experience ( essential ) Chartered/ near to completion ( essential ) Cashflow modelling experience ( desirable ) Experience gained within a HNW environment ( desirable) The Package Basic starting salary c£65,000 + 10% bonus 3 days in the office & 2 from home 25 days holiday + Christmas shutdown 5% matched pension contributions 4 x Life Cover Cash plan PMI To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

Senior Paraplanner - Senior Paraplanning - SJP Partner Practice Salary £43,000-£55,0000 + Bonus Are you an experienced SJP Paraplanner ready to step up, lead from the front, and play a pivotal role within a thriving, 12-Advisor practice? A dynamic and highly successful Partner Practice of St. James's Place is seeking a Senior Paraplanner to head up a talented team of four Paraplanners, based in a vibrant open-plan office in Woking. This is not just another paraplanning role. This is an opportunity to lead, mentor and influence within a collaborative environment where every voice is heard and good ideas are acted upon. The Opportunity You will be the technical backbone of the practice, supporting two senior Advisers directly while also providing oversight, mentorship and structure to two junior Paraplanners within the team. You'll operate at senior level, taking ownership of complex cases, ensuring technical excellence, and driving high standards across all paraplanning output. The practice has an energetic culture, an active social scene, and a genuinely supportive team ethos. They are looking for someone who enjoys being part of a business - not just employed by one. Key Responsibilities • Leading and mentoring a small team of four Paraplanners • Supporting two senior Advisers with complex and high-value client cases • Preparing detailed suitability reports in line with SJP standards and FCA requirements • Conducting in-depth research across pensions, investments, protection and retirement planning (within the SJP proposition) • Analysing client objectives, existing arrangements and risk profiles • Cashflow modelling and lifetime planning analysis • Ensuring all documentation meets compliance and regulatory standards • Acting as a technical point of reference within the team • Liaising with Advisers, Administrators and SJP technical support • Maintaining accurate client records and back-office systems What We're Looking For • Proven experience as a Paraplanner within an SJP Partner Practice (not essential) • Level 4 Diploma in Financial Planning (desirable) • Working towards Chartered status (desirable) • Strong technical knowledge across pensions, investments and tax planning • Excellent suitability report writing skills • Experience with cashflow modelling tools • A natural mentor who enjoys developing junior team members • Organised, methodical and confident managing multiple cases Personal Qualities • Detail-driven and analytically strong • Comfortable leading within a collaborative team • Professional, calm and deadline-focused • Pragmatic, solutions-led communicator • Motivated to continuously improve standards and processes What's On Offer • Competitive basic salary • Discretionary bonus • Pension contribution • Ongoing professional development • Support towards further qualifications including Chartered • A modern, open-plan office environment in Woking • A collaborative culture with regular team socials • The chance to genuinely shape and influence a growing SJP practice If you're a senior SJP Paraplanner who wants more influence, more responsibility, and the opportunity to lead within a forward-thinking, people-first practice - this role offers exactly that. For a confidential discussion, contact Ryan at Financial Divisions.

Paraplanner Location: Shropshire/RemoteContract: Permanent Salary: £34,000 - £45,000 per annum Start Date: Flexible Hybrid/Remote Working Contact: .uk Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join a financial planning firm based in Shropshire This is an excellent opportunity for a dedicated and detail-oriented professional to support Financial Advisers by preparing comprehensive reports, analysing client data, and assisting in the development of tailored financial plans. The role offers strong exposure to investments and pensions work within a supportive and professional environment. Key Responsibilities Prepare detailed financial planning reports and supporting documentation for client meetings. Analyse client financial data to identify suitable planning solutions. Assist in developing customised financial plans aligned to client goals. Maintain accurate and organised client records using Microsoft Office systems. Support compliance processes, ensuring all documentation is accurate and up to date. Manage administrative tasks, including maintaining filing systems and workflow tracking. Collaborate with senior team members to improve processes and enhance efficiency. Communicate effectively with advisers and internal stakeholders to support service delivery. Candidate Criteria Minimum 2 years' paraplanning experience, specifically working with investments and pensions. Minimum Level 4 Diploma qualification in Financial Services. Strong report writing and analytical skills with high attention to detail. Solid knowledge of financial planning principles, including pensions and investments. Excellent organisational and time management skills. Proficiency in Microsoft Office (Word, Excel, Outlook). Strong written and verbal communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Trainee Mortgage Adviser Cheltenham£42,000 starting salaryA career-change opportunity for high-performing professionals who want a meaningful, regulated path into financial services - without taking a financial step backwards.You've built strong experience. You're progressing.But deep down, you want a career with more meaning, more progression - and a real future.The problem?Changing careers usually means going backwards financially. This one doesn't. I'm working with a well-established mortgage firm offering a structured, fully supported route into mortgage advice through their Academy Programme.No industry experience required - but this is not for everyone.Across six months, you'll train, qualify and transition into a fully regulated Mortgage Adviser role, starting on £42,000 .By the end of the programme, you'll be advising clients, earning well, and progressing in a respected profession. What's on offer £42,000 starting salary Fully funded qualifications Structured six-month development programme Mentorship from experienced advisers Warm, qualified leads from day one Clear progression and earnings growth This is a performance environment: high standards, high support . Who this suits Professionals with a strong track record of progression and stability Confident communicators who enjoy speaking with clients Ambitious, coachable individuals wanting a long-term regulated career Based within 30 minutes of Cheltenham, Bristol or Taunton (offices in each location) Must have access to a vehicle No financial services background required. Mindset matters more. This Academy has successfully transitioned people from operations, sales, customer service, engineering and more. The process Initial conversation Assessment centre + final interview Decision within 48 hours If you're ambitious, ready for a career upgrade and want to move forward - not back - this is worth exploring. Message me directly to start the conversation.

Trainee Mortgage Adviser Taunton£42,000 starting salaryA career-change opportunity for high-performing professionals who want a meaningful, regulated path into financial services - without taking a financial step backwards.You've built strong experience. You're progressing.But deep down, you want a career with more meaning, more progression - and a real future.The problem?Changing careers usually means going backwards financially. This one doesn't. I'm working with a well-established mortgage firm offering a structured, fully supported route into mortgage advice through their Academy Programme.No industry experience required - but this is not for everyone.Across six months, you'll train, qualify and transition into a fully regulated Mortgage Adviser role, starting on £42,000 .By the end of the programme, you'll be advising clients, earning well, and progressing in a respected profession. What's on offer £42,000 starting salary Fully funded qualifications Structured six-month development programme Mentorship from experienced advisers Warm, qualified leads from day one Clear progression and earnings growth This is a performance environment: high standards, high support . Who this suits Professionals with a strong track record of progression and stability Confident communicators who enjoy speaking with clients Ambitious, coachable individuals wanting a long-term regulated career Based within 30 minutes of Cheltenham, Bristol or Taunton (offices in each location) Must have access to a vehicle No financial services background required. Mindset matters more. This Academy has successfully transitioned people from operations, sales, customer service, engineering and more. The process Initial conversation Assessment centre + final interview Decision within 48 hours If you're ambitious, ready for a career upgrade and want to move forward - not back - this is worth exploring. Message me directly to start the conversation.

Trainee Mortgage Adviser Bristol£42,000 starting salary A career-change opportunity for high-performing professionals who want a meaningful, regulated path into financial services - without taking a financial step backwards. You've built strong experience. You're progressing. But deep down, you want a career with more meaning, more progression - and a real future. The problem? Changing careers usually means going backwards financially. This one doesn't. I'm working with a well-established mortgage firm offering a structured, fully supported route into mortgage advice through their Academy Programme. No industry experience required - but this is not for everyone. Across six months, you'll train, qualify and transition into a fully regulated Mortgage Adviser role, starting on £42,000 . By the end of the programme, you'll be advising clients, earning well, and progressing in a respected profession. What's on offer £42,000 starting salary Fully funded qualifications Structured six-month development programme Mentorship from experienced advisers Warm, qualified leads from day one Clear progression and earnings growth This is a performance environment: high standards, high support . Who this suits Professionals with a strong track record of progression and stability Confident communicators who enjoy speaking with clients Ambitious, coachable individuals wanting a long-term regulated career Based within 30 minutes of Cheltenham, Bristol or Taunton (offices in each location) Must have access to a vehicle No financial services background required. Mindset matters more. This Academy has successfully transitioned people from operations, sales, customer service, engineering and more. The process Initial conversation Assessment centre + final interview Decision within 48 hours If you're ambitious, ready for a career upgrade and want to move forward - not back - this is worth exploring. Message me directly to start the conversation.

Location - Buckinghamshire - (although home based, clients are based throughout the Bucks/Beds/Herts area) Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice? An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm client bank spread across the Buckinghamshire region What's on offer: Hybrid working - Mix home-based flexibility with time in a professional. Established client bank - Inherit a high-quality portfolio of engaged clients throughout Beds., Bucks. and Herts. Whole-of-market advice - Deliver independent, holistic financial planning across pensions, investments, IHT and protection. No sales targets or prospecting - Focus purely on meaningful client relationships and delivering trusted advice. Clear career path - Progression opportunities including support towards Chartered status and long-term partnership prospects. Package & Benefits: Base salary of £50,000-£65,000 , with a realistic first-year OTE of £75,000-£100,000+ Bonuses linked to client retention and quality of service, not product sales Bonus paid for every completed review meeting Steady flow of ongoing referrals and internal introductions Full paraplanning and admin support to allow you to focus on clients, not paperwork Long-term career growth within a respected, values-led advisory firm Ideal Candidate: Level 4 Diploma in Regulated Financial Planning (or equivalent) Minimum 3 years' experience delivering regulated advice in a private client setting A client-centric, relationship-driven approach to financial planning Ambition to attain Chartered status (or already Chartered) Based within commutable distance of clients who are based across the Bucks, Beds and Herts region with flexibility to travel for client meetings Whether you're a Financial Adviser looking to re-centre your career around clients or an IFA seeking a new home with genuine growth potential, this is a fantastic opportunity to step into a firm that values ethics, independence, and long-term relationships. Apply with your CV to Ryan Wootten at Financial Divisions.

Mortgage & Protection Adviser £40K Basic (rising to £47.5K) + 40% Commission Significant OTE All Leads Provided Hybrid / Remote working available How many firms genuinely prioritise culture over pressure? How many can point to thousands of 5 Trustpilot reviews and confidently say customer service comes before the bottom line? Our client can. We're recruiting across London and the South East for Mortgage & Protection Advisers who want to share in sustained success - while actually enjoying the work they do. This is a business built around quality over quantity. There's no "churn and burn" mentality. Advisers are encouraged to spend proper time with clients, build relationships, and deliver advice they're proud of. With: Consistent, high-quality pre-qualified leads Dedicated administrative support Market-leading 40% commission structure Strong basic salary Excellent average OTEs This is a platform designed for solid advisers who want to maximise earnings without sacrificing standards. Long-term progression is genuine, with clear pathways into self-employed and franchise opportunities for those who want to take ownership of their future. The Company A highly respected, well-funded mortgage & protection brokerage with over 20 years of success. Known for its strong culture, exceptional reputation, and the infrastructure it provides advisers to thrive long term. About You You're a driven, customer-focused adviser who values quality advice and long-term relationships over quick wins. You hold full CeMAP qualification and can demonstrate a consistent, compliant track record of performance. You operate with integrity, professionalism and take genuine responsibility for client outcomes. Above all, you care about doing things properly - and want to build a sustainable, rewarding career within a business that puts culture, service and reputation first. Ready to Talk? If you're looking for stronger earnings, better support, and a healthier long-term environment, this could be the move that re-energises your career. Apply Now for a confidential conversation.

An established and respected insurance specialist is seeking an experienced Professional Indemnity Claims Handler to join its expanding team. This is a key role providing technical advice, claims handling expertise and client support across professional indemnity and related insurance policies. The position offers exposure to complex claims, close collaboration with insurers and legal advisers, and the opportunity to contribute to claims trend analysis and risk management initiatives. Role Overview You will provide advice and hands-on assistance to clients throughout the lifecycle of professional indemnity and related insurance claims. This includes liaising with insurers, loss adjusters and solicitors, supporting internal broking teams, and assisting senior management with reporting and technical insight. Key Responsibilities Provide advice and assistance to clients in the formulation and handling of professional indemnity and related insurance claims Liaise and negotiate with insurers, loss adjusters and legal advisers Support internal broking and underwriting teams with claims reporting and technical input Assist with contract and warranty reviews in line with agreed procedures and guidance frameworks Respond to client and internal queries relating to claims advice provided Provide technical support to claims and risk management colleagues as required Assist senior claims management with administration, reporting and departmental cover Support claims trend analysis and contribute to technical articles and bulletins Maintain accurate electronic claims records and files Knowledge & Experience Required General Insurance Knowledge Understanding of regulatory responsibilities and complaints procedures Strong knowledge of general insurance principles and products Understanding of underwriting processes and business objectives Working knowledge of contract, tort and agency law Technical Knowledge Strong understanding of professional liabilities and professional indemnity insurance Awareness of litigation and alternative dispute resolution procedures Understanding of collateral warranties and associated insurance implications Awareness of professional liability risk management techniques Familiarity with insurance markets is desirable Skills & Competencies Ability to identify and understand client needs in relation to claims Strong negotiation skills with a confident and professional approach Excellent written and verbal communication skills Strong organisational skills with the ability to manage priorities and deadlines High level of accuracy and attention to detail Ability to provide professional advice with reasonable skill and care Confidence to escalate matters outside of authority or expertise when required Systems & IT Proficient in Microsoft Outlook, Word, Excel and Teams Experience using insurance systems such as Acturis (desirable) Why Apply? Competitive salary of £35,000-£50,000 depending on experience Exposure to complex and technically interesting PI claims Opportunity to work closely with insurers, legal advisers and senior stakeholders Supportive team environment with scope to develop technical expertise Apply today via NJR Recruitment , Or call quoting the reference NJR16347 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Senior Paraplanner (Chartered) - London Hybrid Working - 3 Days Office / 2 Days Home Basic Salary: £65,000 Are you a Chartered Paraplanner ready to take the next step in a truly technical, high-quality Independent IFA environment? We're working with a highly respected Independent Financial Advisory firm seeking an experienced Senior Paraplanner to join their growing team. This is an outstanding opportunity for a technically strong professional who thrives on complex cases and delivering exceptional client outcomes. The Role As a Senior Paraplanner, you will work closely with Financial Planners, providing detailed technical support across a broad range of wealth management areas. This is not a process-driven, report-factory role - you'll be heavily involved in complex planning and high-net-worth strategies. Key Requirements Chartered status (essential) Minimum 5 years' experience as a Senior Paraplanner within an Independent IFA firm Strong technical expertise in: Venture Capital Trusts (VCTs) Enterprise Investment Schemes (EIS) Business Relief Complex tax planning Pensions & investment strategies Experience dealing with high-net-worth clients Ability to work independently while supporting Advisers at a senior level What's on Offer £65,000-£70,000 basic salary Hybrid working (3 days office / 2 days home) High-quality, technically challenging work Supportive, professional environment Clear long-term career progression This is an excellent opportunity for a career-focused paraplanner who enjoys the technical side of financial planning and wants to be valued as a key part of the advisory team. If you'd like to have a confidential discussion, please get in touch.

Recruit UK is currently working with one of the Largest IFA firm's in the UK to fill a Financial Planner role. This opportunity includes a client bank with over 100 clients with between £300k - £500k to invest. Please see the below if interested. Job Title: Financial Adviser Industry: Financial Services Location: Farnborough Salary: Up to £80,000 Job Ref: 10121 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Farnborough. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Manage, develop and grow an existing HNW client bank. Deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Full paraplanning and admin support. What's in it for you: Competitive starting salary up to £80k+ Existing HNW client bank 100+ c£250k+ ongoing fees HNW Client leads - Typical clients £300k - £500k to invest Excellent bonus schemes - OTE £100k+ Excellent Benefits: DIS, Flex Bens, Pension Flex working - home/office based IFA, Paraplanning, Compliance and Administration support Study support Skills and experience required: Diploma (Dip PFS) or equivalent Would suit adviser with at least 2 years HNW Client Servicing experience As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Farnborough on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Mortgage Adviser London £80k+ OTE Year 1 (Uncapped) All Leads Provided Full Back-Office Support Want to join a high-growth brokerage with a buzzy, social culture and a team-first approach? A respected, fast-growing mortgage brokerage is expanding its adviser team and offering an exceptional opportunity for ambitious, CeMAP-qualified individuals. Whether you're an experienced adviser or newly qualified with strong sales acumen, this is a standout environment to build a successful mortgage career. You'll be joining a collaborative, energetic office where advisers and management work closely together, share knowledge openly and celebrate wins as a team. It's supportive, social and fast-paced. Key Responsibilities Managing a steady pipeline of warm, pre-qualified clients Providing mortgage and protection advice with full support from the back-office team Conducting fact-finds and recommending suitable mortgage solutions Building strong relationships with introducers, clients and colleagues Working closely with a supportive management team who are always accessible Contributing to a positive, energetic office culture where collaboration is encouraged Delivering excellent customer outcomes and strong conversion rates These responsibilities are structured to support both experienced advisers and newly CeMAP-qualified candidates ready to grow quickly. What You Need Full CeMAP qualification Strong telephone sales or client-facing background (Estate agency, property, Financial Services, Insurance or similar) Confident, target-driven and commercially minded Ambitious, coachable and comfortable in a lively, fast-paced environment Able to work full-time in an office-based setting If you're newly qualified, you'll receive full training, warm leads and hands-on support to help you build confidence and competence quickly. What's On Offer This is a self-employed position OTE £80k+ Year 1 (Uncapped). Consistent flow of warm, high-quality mortgage leads Exclusive introducer partnerships with leading estate agents & developers Full admin, case management & compliance support Complete tech, CRM & systems provided. 1-to-1 training, mentoring & fast-track development Buzzy, social, collaborative environment where advisers support each other Apply Now If you're looking for a high-earning, lead-rich environment with a genuinely supportive team culture, apply today. Applicants must have the right to work full-time in the UK. Equal Opportunities Aspired Careers is committed to equal opportunities for all applicants. We welcome applications from every background and do not discriminate based on age, disability, gender identity, marital status, pregnancy, race, religion, sex or sexual orientation. We encourage a diverse and inclusive workforce where everyone feels valued, respected and able to thrive. Mortgage Adviser, Self-Employed Mortgage Adviser, Mortgage Broker, CeMAP, Trainee Mortgage Adviser, Mortgage Sales, Warm Leads, Estate Agency Leads, Protection Adviser, Financial Services Sales, High Commission, Mortgage Jobs London, Mortgage Advice, Protection Advice, Broker Jobs, Mortgage Career, High-Earning Mortgage Adviser, Collaborative Brokerage, Adviser Support.

Tax Investigations Director - Mid-Tier Firm Location: London Salary: Excellent package + allowances & performance-related bonuses Are you looking to join a highly respected mid-tier firm where you will have genuine autonomy , the opportunity to build something of your own , and a clear route to Partnership within this newly created role ? Do you value working in an environment with minimal red tape , where your ideas are welcomed and your voice is truly heard? Why this role? The firm actively promotes work-life balance and offers a highly flexible approach to working arrangements A supportive, close-knit team with a genuine "family feel" culture A well-established and highly regarded Private Client practice , with an excellent and diverse client portfolio Strong opportunity to develop and leverage existing client relationships A market-leading Tax Investigations team, with approximately 70% of work generated through external referrals The Role As Tax Investigations Director , you will: Work closely with Tax Partners and Directors across the Private Client team to service and grow client relationships Lead and manage complex COP 8 and COP 9 cases Play an active role in business development , including winning new clients and cross-selling services to existing relationships Work directly with high-net-worth individuals and their advisers , supporting them through ongoing and prospective HMRC investigations Become an integral member of the management team , contributing to both client strategy and wider firm strategy What You'll Need Strong interpersonal and relationship-building skills with both clients and internal stakeholders In-depth, up-to-date technical knowledge of tax investigations , ideally including COP 8 and COP 9 A proven market profile, with demonstrable business development, marketing, or event involvement Post-qualified experience in a relevant tax role CTA and/or ACA qualified , and educated to degree level Strong numeracy, literacy, and commercial awareness If you would be interested in exploring this opportunity further, please contact Kevin Racher at or on . As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Employee Benefits Adviser South East - commutable within Surrey or West Sussex £50,000 - £65,000 We're supporting a growing professional services business in the South East with the hire of an Employee Benefits Adviser, created due to sustained growth and increasing demand from internally generated leads. The role sits within a well-established employee benefits team, working closely alongside a Professional Services firm that provides a collaborative approach to referrals. Lead sharing between both sides of the business is a major focus and a key reason for the team's continued success. You'll advise mainly SME clients across a balanced mix of group risk, medical and corporate pensions, and some exposure to flexi-benefits platform. While SME-focused today, this company is expected to unlock larger and more complex client opportunities over time. The successful hire will take ownership of part of an existing client bank and will also benefit from strong internal lead flow, while being encouraged to build their own profile through networking and relationship development. The role can be based from multiple South East offices, including Crawley, Farnborough, Woking and surrounding locations within Surrey (south of London). Potentially can be based from the Solent office. What they're looking for: This opportunity would suit either an established Employee Benefits Adviser or someone earlier in their advisory career, or as an Account Manager ready to step up. Applicants from an IFA, Insurer or Provider background will be considered if they have solid group benefits knowledge. Level 4 qualification is essential What's on offer: The package on offer is £50,000 - £65,000 basic salary, plus a bonus structure to be confirmed Hybrid working 2 days a week from home Work life balance is integral to their culture, and they promote agile working Private Medical Insurance 25 days holiday Enhanced parental and family leave Enhance Pension scheme Study support

Paraplanner - Newcastle (Hybrid Working) Salary: Up to £50,000 + Benefits Location: Newcastle upon Tyne Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options. What's in it for you? Hybrid working - 3 days in the office, remainder remote Up to £50,000 salary (DOE) 25 days holiday + bank holidays Life assurance, income protection, pension & flexible benefits A collaborative, supportive environment recognized as one of the Best Places to Work What you'll do: Produce detailed suitability reports and cashflow models Analyse client information and construct tailored financial solutions Support advisers with technical queries and attend client meetings when required Contribute to process improvements and team training What we're looking for: CII Level 4 Diploma (Chartered status or working towards is a plus) Minimum 5 years' paraplanning experience Strong technical knowledge across financial products Excellent communication and attention to detail Experience with Curo, FE Analytics, Voyant is advantageous This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.

Job Title: Mortgage Adviser Location: Leatherhead, Surrey, 4 days from home, 1 day in Leatherhead Salary & Benefits: Basic Salary up to £33,000, OTE £55,000+, All Leads Provided, No Weekends Bored of the same old residential mortgage cases? Step into something more exciting. Swarm Recruitment is proud to be working with the UK's leading holiday let mortgage broker, renowned for arranging mortgages on some of the country's most beautiful properties - from cosy fisherman's cottages in Cornwall to luxury barn conversions in The Cotswolds. This is not your typical mortgage adviser role. You'll handle fascinating, complex, high-value cases for clients purchasing or refinancing their dream holiday homes, supported by industry-leading technology, a steady stream of high-quality leads (45-50 per month), and a welcoming, boutique team environment. If you're looking for a role that blends challenge, variety, autonomy, and exceptional earning potential - this is it. Salary & Benefits: Basic Salary: £30,000 - £33,000 OTE £55,000+ (uncapped commission, up to 25%) All leads provided - no prospecting required 4 days at home, 1 day a week in leatherhead No weekends - genuine work/life balance 25 days annual leave + Bank Holidays Free on-site parking & short walk to Leatherhead town centre Pension scheme Join a supportive, close-knit, fun team in a unique sector of financial services About the Role You will own each case from first contact through to completion, allowing you to build strong relationships and take pride in delivering exceptional service. Key Responsibilities: Reviewing new enquiries and returning client leads received via the website Discussing clients' property goals and proactively working with lenders to pre-clear solutions Guiding clients through the custom-built, online self-service Fact Find Sourcing the most suitable holiday let or buy-to-let mortgage solution for their often-unique circumstances Producing illustrations and documentation to deliver expert advice Gathering and verifying all income, ID, deposit and compliance documents Submitting applications directly to lenders and managing each case from valuation through to offer and completion Ensuring all cases are fully compliant and accurately documented Working towards delivering a consistent 5-star customer experience About You Holiday let mortgages are varied, detailed, and often complex - perfect for someone who thrives when each day looks different. You are someone who: Is intelligent, analytical and confident working with numbers Can simplify complex scenarios into clear, actionable solutions Enjoys a fast-paced, energetic environment Loves the satisfaction of submitting new applications and securing offers Has outstanding communication and email-writing skills Is resilient, tenacious and organised, capable of managing a busy pipeline Has a keen eye for detail and a passion for exceptional service Your Background Fully CeMAP qualified with a minimum of 2-3 years' experience CAS-approved Mortgage Adviser Whole-of-market experience, ideally including holiday let and buy-to-let Strong compliance history with clean audit record Comfortable managing complex and interesting cases By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Salary: £25,584 plus benefits Hours: 40 paid hours per week, 5 days a week between Monday - Sunday, shifts scheduled between 8:00am - 10:00pm. (8 hours per day, 8am - 4pm, 9am - 5pm, 10am-6pm, 11am-7pm on a two week rota supplied in advance) Hybrid working available after training period Overview We are seeking a passionate and energetic Spanish and English Speaking Customer Care Adviser to join our dynamic team and represent a prestigious global brand. This role is perfect for someone who thrives in a fast-paced environment, has a flair for delivering exceptional customer service, and is fluent in both Spanish and English . As a Customer Care Adviser, you will be the face and voice of the brand, handling customer queries via email and phone while maintaining a professional and friendly demeanor. If you are flexible, self-motivated, and have a positive attitude, we would love to hear from you. Responsibilities Respond to customer queries promptly and professionally via email and phone. Provide advice on products and services, including simple upselling where appropriate. Process new customer orders efficiently and accurately. Troubleshoot and resolve customer issues effectively. Contribute to the development and improvement of processes and ways of working. Perform administrative tasks as required. Foster a positive and collaborative team environment. Qualifications Proven experience in a fast-paced customer care environment with strong attention to detail. A confident and professional telephone manner. Passionate about delivering excellent customer service with a friendly and approachable personality. Self-motivated, proactive, and capable of working independently. Strong organizational skills with the ability to manage workload and time effectively. Experience in simple upselling is desirable. Day-to-Day Handle inbound and outbound calls, as well as email correspondence, to address a variety of customer inquiries. Provide tailored advice and solutions to customers, ensuring their satisfaction. Collaborate with team members to maintain a supportive and efficient work environment. Stay up-to-date with product knowledge and company processes through ongoing training. Participate in team meetings and contribute to the continuous improvement of customer care services. Benefits Fun and sociable team environment. Pension Scheme with Standard Life. Aviva Life Insurance. Eye test vouchers and discounts. Discounted corporate gym membership. Involvement with local charities and fundraising initiatives. Campaign-specific benefits, including discounts, incentives, and prizes. Recommend-a-friend scheme with a £500 reward. Apprenticeship qualifications and career development programs. Recognition and reward schemes with Love to Shop voucher rewards. Cycle-to-work scheme. Tech scheme for discounted technology products. If you are ready to take on a rewarding role in customer care and represent a globally recognized brand, apply today to join our team! Full training will be provided to ensure your success in this role.

Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.

About the client Due to continued growth our client, a busy, thriving progressive and diverse Chartered Accountant are looking for a Personal Tax Manager to join the team. This is a key role within the firm, offering responsibility, client exposure to a broad client and opportunities for progression. Salary: £51,300 - £61,200 Hours: Mon to Fri 39.5 hrs a week Location: Luton Office, LU2 8DL Benefits include: Hybrid and flexible working options Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Full study support for professional qualifications where relevant Professional subscriptions fees paid Clear career progression, development opportunities and ongoing training Free Parking About the Role The role of Tax Manager involves managing a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, and to oversee the delivery of high-quality personal tax compliance and advisory services. The role will involve acting as the main point of contact for clients, providing technical guidance, managing deadlines, and supporting the development of junior team members. Responsibilities include: Client Portfolio Management Manage a portfolio of personal tax clients, including high-net-worth individuals. Act as the main point of contact for clients, trustees, and professional advisers Build and maintain strong client relationships Personal Tax, Trusts, and Estates Compliance Oversee the preparation and review of personal tax returns, trust and estate tax returns, and related compliance work Manage compliance obligations for trusts and estates, including income tax, capital gains tax, and inheritance tax reporting Deal with HMRC correspondence and enquiries, including trust registrations, disclosures, and investigations where required Advisory and Technical Provide technical input on a range of personal tax, trust, and estate matters, including income tax, capital gains tax, inheritance tax, trust taxation, and residency issues Support advisory work relating to trust and succession planning Research and interpret tax legislation and HMRC guidance Team Leadership Manage, supervise, and mentor Personal Tax Seniors and junior team members Compliance and Quality About You As a Tax Manager you will require the following: CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio If you are Personal Tax Manager looking to work for a company that offer career progression and development opportunities, this could be the perfect role for you. Don t miss out on this exciting opportunity.

Board Secretary We're looking for an experienced and proactive Board Secretary to support our Chair, CEO and Board of Trustees. In this key role, you'll ensure the smooth running of all Board and committee activity, uphold high governance standards, and act as a trusted adviser on regulatory, statutory and best-practice requirements. What you'll do: Lead and maintain high quality governance processes across the organisation Coordinate Board and committee meetings, agendas, papers and minutes Oversee key governance documents, registers and annual reviews Support trustee recruitment, induction and development Work closely with senior leaders to ensure consistent, best practice governance What you'll bring: Chartered Governance Institute qualification (or equivalent) Educated to degree level, a qualification in psychology would be an advantage At least 5 years' experience working directly with a Board of Trustees Strong understanding of Charity Commission requirements and governance best practice Excellent communication, organisation and prioritisation skills Ability to build strong relationships and manage competing demands If you're an experienced forward-thinking governance professional who can confidently take the lead at senior level, we'd love to hear from you. We offer a friendly, values led working culture with an excellent benefits package that includes: Agile & flexible working Generous leave entitlement Occupational pension scheme Cycle to work scheme / free eye care vouchers / Winter flu vaccinations Tailored learning & development Employee Assistance Programme counselling Life Assurance Scheme Discounts scheme with local and national organisations Applicants must live within a commutable distance of London, as some in-person days will be required from time to time. How to apply The closing date for applications is 23:30 on 20 March 2026 . Shortlisted candidates will be contacted on 15 April . Interviews will be held in person in London on 27 and 28 April . To apply, please send your CV and a supporting statement detailing how you meet the criteria in the job profile. As this is a key role, applications without a supporting statement will not be considered. Previous applicants need not apply. The British Psychological Society is committed to a culture of equality, diversity and inclusion. We welcome applications from all sections of the community, irrespective of your background or circumstances. We are only able to accept applications that can demonstrate a right to work in the UK; we are unable to sponsor people requiring a work visa. Due to the large number of applications we receive, it is not possible to update you on the progress of the application until after the closing date. If you have not heard from us within three weeks of the closing date, please assume that your application has not been successful on this occasion.