170 jobs found

Your new company Due to retirement, an exceptional job opportunity has arisen within a highly reputable firm of IFAs for a Financial Planner to take over a client portfolio which has been nurtured and developed over many years. Clients include high-net worth individuals and company directors. The company has enjoyed year-on-year growth, has a strong reputation for providing excellent client service and continues to receive regular referrals. Your new role Providing independent advice across the full range of financial planning, ensuring the highest standards of service are provided to suit clients' needs, identifying areas of advice which are beneficial to the client. Full administration and paraplanning support provided. Flexible working, advisers manage their own diaries. What you'll need to succeed Proven experience as a Financial Planner / IFA, excellent client relationship skills, strong technical knowledge particularly in the areas of investments, pensions, IHT planning, tax planning. What you'll get in return Employed role offering 6-figure earnings and an excellent benefits package. A stand-out opportunity providing you with very good quality clients to service and develop. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an experienced Senior Compliance Manager to join its Compliance team. This is a key role supporting the Compliance Director and wider business in maintaining high regulatory standards and delivering positive client outcomes. The successful candidate will play a central role in quality assurance, adviser oversight, and the ongoing development of compliance frameworks, while acting as a trusted point of reference across the firm. Role & Responsibilities: Conduct comprehensive file reviews across pensions, investments, protection, and other regulated products. Identify advice quality issues and provide constructive feedback and recommendations. Maintain and develop internal compliance policies, procedures, and monitoring programmes. Oversee the firm's risk management practices and assist in regulatory reporting. Provide day-to-day compliance support to advisers and staff, including technical and regulatory guidance. Monitor and interpret FCA rules, ensuring timely updates to the business. Lead compliance training sessions and help embed a strong compliance culture. Support the preparation for FCA audits, thematic reviews, and internal compliance assessments. Assist with complaint handling, financial promotions review, and general compliance oversight duties. Do you have the following to apply? Minimum Level 4 Diploma in Financial Planning (or equivalent) Proven experience in a compliance role within an IFA, wealth management, or financial planning environment. Demonstrated expertise in file reviews and advice quality assessments. Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.

Independent Financial Adviser (IFA) Existing Client Bank Up to £75,000 + Bonus Hybrid Working An established and growing financial planning firm is expanding its advisory team in Newcastle and is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join the business. This employed Financial Adviser role offers the opportunity to inherit and develop an existing client bank, providing immediate recurring income and strong relationship-building potential. It is ideally suited to a growth-focused Adviser who wants autonomy, structured career progression and the ability to deliver full holistic financial planning. Why This Financial Adviser Opportunity Stands Out Existing client bank to manage and grow - build long-term relationships while delivering holistic financial advice Salary up to £75,000 + performance bonus Clear career progression into Senior Financial Adviser or leadership roles Hybrid working options Full paraplanning and administrative support Strong compliance framework and modern technology infrastructure This is not a "build from scratch" Adviser role. You will step into an established portfolio of clients and focus on servicing, reviewing and developing relationships while identifying new opportunities through referrals and proactive advice. As a Financial Adviser / Wealth Manager, you will: Deliver independent, FCA-regulated financial advice across pensions, investments, retirement planning, protection and cashflow modelling Manage and develop an existing client book Conduct annual reviews and ongoing servicing meetings Create tailored, holistic financial plans aligned to client objectives Ensure full compliance and accurate record-keeping in line with regulatory standards Identify opportunities for additional planning needs and long-term growth This role offers genuine ownership of the client journey from initial consultation through to implementation and ongoing review. Candidate Requirements Level 4 Diploma qualified (DipFA, DipPFS or equivalent) CAS status Experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager Proven track record of delivering holistic financial planning Strong relationship management and business development skills Experience managing Assets Under Management (AUM) Comfortable operating within FCA-regulated environments About the Employer This respected financial planning firm operates a collaborative and development-focused culture. Advisers are trusted professionals, given autonomy to manage their client relationships while benefiting from structured coaching and internal progression opportunities. The business invests in technology to streamline administration and maximise client-facing time, enabling Advisers to focus on delivering high-quality financial advice rather than paperwork.

Senior Paraplanner Vacancy £50k - £60k basic salary plus bonuses Chartered IFA firm with offices across Kent Route to Adviser longer term My client are a Chartered independent wealth planning firm in Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Senior Paraplanner to be based in either of their offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will working on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Adviser on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. If this role sounds of interest or any other roles I am working on please get in touch.

Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. 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.

Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.

Financial Adviser Job - Independent Wealth Management Firm Salary: Up to £75,000 + Bonus £40m AUM Client Bank Hybrid Working An award-winning, independent wealth management firm is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join its growing advisory team. This is a rare opportunity for a qualified Financial Adviser to inherit and develop an existing client bank of circa £40 million AUM, alongside receiving proactive referrals and high-quality online leads. It is ideally suited to an ambitious Adviser looking for stability, autonomy and genuine long-term earning potential. This established and highly regarded independent wealth management firm delivers holistic, client-first financial planning. The business operates a collaborative, partnership-led culture where Advisers are supported - not micromanaged - and are empowered to deliver independent advice without in-house product bias. The firm has built its reputation on: Independent financial advice and whole-of-market solutions Long-term client relationships and recurring income models Strong internal collaboration between Financial Advisers, Paraplanners and Client Support teams Investment in technology to streamline administration and maximise client-facing time A supportive, growth-focused culture that values professional development Advisers benefit from a modern infrastructure, strong compliance support and a steady flow of quality enquiries. This Financial Adviser job offers: Management of an existing client portfolio ( £40m Assets Under Management) Ongoing servicing, annual reviews and financial planning strategy development Opportunities to generate additional business via referrals and digital leads Support from an experienced paraplanning and administration team The ability to build and grow recurring revenue The role would suit a Diploma-qualified Financial Adviser / IFA with experience in pensions, investments, retirement planning, inheritance tax planning and holistic wealth management. Candidate Requirements Level 4 Diploma qualified (DipFA / DipPFS or equivalent) CAS status Proven experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager Strong client relationship and business development skills Experience managing AUM and delivering holistic financial planning

Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £120,000+

Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Have you you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+

Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+

Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+

Financial Planner - opportunity to scale at a Chartered Independent Financial Advice firm Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+

Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+

IFA Administrator (With Paraplanner Progression) Oldham Full job description About the Role Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team. This is an excellent opportunity for someone who wants to build a long-term career in financial planning, with clear progression into a Paraplanner Role . The role would ideally suit an individual who already has some experience working within an IFA firm and is looking to develop their technical knowledge and responsibilities over time. Key Responsibilities Providing administrative support to Financial Advisers Preparing client documentation and suitability report packs Submitting new business applications and monitoring progress with providers Maintaining accurate client records and updating the CRM system Liaising with product providers, clients, and advisers to obtain information Processing fund switches, withdrawals, and policy servicing requests Assisting with client review preparation and meeting packs Supporting paraplanners with research and documentation where required About You Previous experience in an IFA / wealth management environment Strong organisational and administrative skills Excellent attention to detail and accuracy Good communication skills and professional telephone manner Comfortable working with financial systems and Microsoft Office Keen to develop a career in financial planning and progress into paraplanning Desirable (but not essential) Progress towards the CII Diploma in Regulated Financial Planning (Level 4) Experience with IFA back-office systems (e.g. Intelligent Office,) What We Offer Structured training and mentoring Support with professional qualifications (CII exams) Clear progression path to Paraplanner Friendly and supportive team environment Job Type: Full-time Pay: From 30,000.00 per year Benefits: Company pension On-site parking This is a fantastic opportunity to be part of a highly reputable company who genuinely care about Career progression. If you meet the above criteria, please apply to be considered for interview.

Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm in Epsom is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out : 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity : Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+

Financial Planner - HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice - without the constant pressure of self-generating business? A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings. This role is ideal for an adviser who wants to grow a client bank - backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support - while earning an employed salary with realistic six-figure potential. Starting salary is up to £75,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support? Why This Role Stands Out 40-50 existing clients introduced, each with £500,000+ AUM - providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK's largest Chartered financial planning operations Hybrid working with flexibility This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow - not chase. The Opportunity Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection) Conduct detailed fact-finds and build tailored financial strategies Convert qualified leads into long-term client relationships Grow your client bank through warm referrals and structured lead flow Continue your professional development within a structured, supportive environment Who This Would Suit Level 4 Diploma qualified (CII, CISI or equivalent) CAS achieved Experience in financial planning / IFA / wealth management Strong in first meetings and relationship building Earnings & Structure Base Salary: Up to £80,000 (dependent on experience) Bonus: Up to 25% of base salary based on recurring advice fees Validation: 1.25 salary Realistic OTE: £100,000+

Trainee Mortgage Advisor Are you looking for a career not a job? Would a company who pays for your professional CeMAP training work for you? Yes, really, you do the study and our clients pay the fee No gimmicks, no catch, just a great opportunity for you Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Trainee Mortgage Advisor to join their flourishing and expanding team. They are looking for great people who they can sponsor and train to achieve the professionally recognised mortgage qualification. If you have that special something and have a proven sales record then our clients would be delighted in helping you through your qualification. Our clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right Trainee Mortgage Advisor an excellent opportunity to get into the career they have been looking for. So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team means you support each other to achieve your customer's goals Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with rather nice rewards and treats!) so if you love a bit of competition this will be just down your street! We do listen to our colleagues. Every year we ask our team mates what they really think about us in an independent staff survey. The good news is that again, last December, many of our scores have been over 90%! We are not perfect but we are one big family all striving towards being the best we can be! Trainee Mortgage Advisor - Qualification: You must have use of a vehicle and a valid UK driving licence You will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. You will have bags of drive, motivation and a passion to succeed You must be focused on turning the "ordinary" into the "extraordinary" and not be afraid of hard work And yes, you will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Trainee Mortgage Advisor - The Package Our clients are seeking hot and hungry talent and are completely flexible with regards to fitting the right candidate into the right role. This generous package speaks for itself! £26,000 Basic Salary £2,500 Car Allowance £50,000 - £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday Holiday Commission Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, Child Care Vouchers Are you ready for a new, exciting and lucrative career? If so, apply today Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

Trainee Mortgage Advisor Are you looking for a career not a job? Would a company who pays for your professional CeMAP training work for you? Yes, really, you do the study and our clients pay the fee No gimmicks, no catch, just a great opportunity for you Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Trainee Mortgage Advisor to join their flourishing and expanding team. They are looking for great people who they can sponsor and train to achieve the professionally recognised mortgage qualification. If you have that special something and have a proven sales record then our clients would be delighted in helping you through your qualification. Our clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right Trainee Mortgage Advisor an excellent opportunity to get into the career they have been looking for. So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team means you support each other to achieve your customer's goals Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with rather nice rewards and treats!) so if you love a bit of competition this will be just down your street! We do listen to our colleagues. Every year we ask our team mates what they really think about us in an independent staff survey. The good news is that again, last December, many of our scores have been over 90%! We are not perfect but we are one big family all striving towards being the best we can be! Trainee Mortgage Advisor - Qualification: You must have use of a vehicle and a valid UK driving licence You will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. You will have bags of drive, motivation and a passion to succeed You must be focused on turning the "ordinary" into the "extraordinary" and not be afraid of hard work And yes, you will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Trainee Mortgage Advisor - The Package Our clients are seeking hot and hungry talent and are completely flexible with regards to fitting the right candidate into the right role. This generous package speaks for itself! £26,000 Basic Salary £2,500 Car Allowance £50,000 - £60,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday Holiday Commission Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, Child Care Vouchers Are you ready for a new, exciting and lucrative career? If so, apply today Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm. You will be responsible for managing a central team of Financial Advisers who provide advice remotely to clients. The team is a blend of developing and highly experienced Advisers, and you will focus on driving commercial results while maintaining excellent client outcomes. Your role will centre on coaching, developing and supporting Advisers to meet and exceed their targets, identify new opportunities, and maintain high standards of advice quality and compliance. This will involve regular one to ones, call coaching, performance reviews, training sessions and group workshops. You will also play a key part in bringing new Advisers into the team, supporting their onboarding and development so they are confident, competent and productive as quickly as possible. This is a hybrid leadership role where you will spend three days per week in their Bromsgrove office with the team, with the remaining time working from home. Adviser Development Manager Requirements Essential - Existing management experience within a Financial Planning or Wealth Management environment, leading Financial Advisers or Planners Essential - Level 4 Diploma in Financial Planning or equivalent Essential - Proven experience of Adviser supervision, performance management and T and C oversight Essential - Comfortable working in a target driven environment and using MI to drive performance Desirable - Background of working with a central or desk based advice team The Company This is a well established, national independent financial planning firm with a strong track record of growth through both organic development and acquisition. They offer robust central support, modern systems and a collaborative culture, providing a strong platform for both advisers and managers to succeed. Adviser Development Manager Benefits Salary circa £60,000 to £80,000 depending on experience Car allowance of £4,800 per annum OTE in the region of £80,000 to £120,000 Comprehensive benefits package including flexible working, option to buy and sell holiday, birthday off, contributory pension, DIS, discretionary annual bonus, cashback and healthcare benefits and regular social events Hybrid working with three days per week in Bromsgrove and the remainder from home Location Hybrid role with three days per week in Bromsgrove. Ideal for candidates within a reasonable commute of Bromsgrove, Worcestershire and the wider West Midlands area. If this Adviser Development Manager opportunity sounds of interest, click apply today Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

IFA bases in Epsom - Office based (no hybrid working) Independent Financial Adviser £50,000-£65,000 + Bonuses (£70-85k OTE year one) 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, revenue producing client bank spread across the UK. What's on offer: Established client bank - Inherit a high-quality portfolio of engaged clients throughout the UK 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-£90,000+ Bonuses linked to quality of service and new business 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 near Epsom as the role will be predominantly office based 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.