70 jobs found

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi click apply for full job details

Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Angela on (phone number removed) between 9:00am - 5:30pm .

Compliance Officer London / WFH to £65k Do you have expertise with financial compliance / FCA regulations? You could be progressing your career at a rapidly growing wealth management business. As a Compliance Officer you'll act as the key compliance contact for the London office. You will provide day-to-day regulatory advice to investment directors, operational teams and local leadership, ensuring alignment with FCA requirements, internal policies and Conduct Rules. You will support delivery of the Compliance Monitoring Plan, carrying out file reviews, suitability assessments, monitoring investment activity and thematic reviews, while providing oversight of Investment Directors' conduct and adherence to best practice. You'll be part of the London Management Committee and will contribute to local governance, providing regular reporting to senior compliance leadership on risks, breaches and emerging trends. You will also support the implementation of compliance policies, promote a strong culture of regulatory awareness and Consumer Duty and help identify and remediate potential risks. Alongside monitoring activities, you will deliver compliance briefings and training, acting as a trusted adviser to the business and supporting a collaborative, open compliance culture. Location / WFH: You'll join the team in London three days a week in a hybrid model with flexibility to work from home twice a week. About you: You have strong compliance experience within retail investment management, wealth management, or stockbroking You have experience of working directly with retail clients from a compliance oversight or advisory perspective Youi have a strong understanding of FCA rules including COBS, SYSC, PROD, Consumer Duty and SM&CR You have experience of conducting compliance monitoring, file reviews or supervisory oversight You can work independently, exercise sound judgement and proactively identify risks You have excellent communication skills with the ability to influence and support stakeholders What's in it for you: As a Compliance Officer you will receive a competitive package: Salary to £65k Pension (7.5% employer contribution) 25 days holiday, with ability to buy or sell up to 5 days per year Private Medical Insurance, Life Insurance and Income Protection Insurance Employee Assistance Programme 2 days per year volunteering days Plus a range of other flexible benefits Apply now to find out more about this Compliance Officer opportunity. At Client Server we believe in a diverse workplace that allows people to play to their strengths and continually learn. We're an equal opportunities employer whose people come from all walks of life and will never discriminate based on race, colour, religion, sex, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The clients we work with share our values.

Farm Business Consultant, Exeter, Southwest - 25,000- 35,000 + Associated benefits Package. My client are a Top Accountancy Practice and Real Living Wage Employer, with over 300 team members based across 16 offices in Devon and Somerset. They are now recruiting for a Farm Business Consultant to join the team to be based on one of our 16 offices across Somerset and Devon. This is an exciting opportunity for someone with a passion for agriculture who wants to develop a career in Agricultural Management Consultancy, supporting farming clients to improve performance, profitability, and long-term sustainability. You'll work closely with experienced advisers and our wider rural team to provide practical, independent advice to farm businesses. With a combination of hands-on agricultural knowledge and business insight, you'll help clients make informed decisions and plan for the future. Full training will be provided, alongside relevant professional development courses, giving you the opportunity to build a long-term and rewarding career in agricultural consultancy. You'll benefit from: The opportunity to work with a wide range of farming and rural businesses across the South West. Full training and professional development, including relevant agricultural and consultancy courses. The chance to build a rewarding career in agricultural management consultancy. A friendly and collaborative working environment. A genuine focus on well being and work/life balance. The opportunity to work alongside experienced rural advisers and specialists. Main Duties: This is a varied and client-focused role where no two days are the same. Your responsibilities will include: Providing technical dairy advice, including independent nutrition guidance, fertility reviews, and forage management support. Supporting farm businesses through business performance reviews, including the preparation of management accounts and analysis of financial and operational performance. Assisting with business budgeting, forecasting, and planning, helping clients understand and improve their financial position. Working closely with farmers and rural businesses to identify opportunities for improvement and provide practical solutions. Supporting the delivery of tailored business advice that meets the individual needs and goals of each client. Building strong relationships with clients and understanding their business challenges and ambitions. Working collaboratively with colleagues across our rural and accounting teams to deliver a comprehensive service to clients. Attributes, Skills, Experience and Qualifications My client is looking for someone who is enthusiastic about agriculture and enjoys working with people. Ideally, you'll have: An agricultural degree or a related qualification. Practical farming or agricultural industry experience. A strong interest in farm business performance and management. Good interpersonal skills and the ability to build trusted relationships with clients. Excellent communication skills, both written and verbal. A proactive and motivated approach, with the drive to develop a career in agricultural consultancy. The ability to analyse information and present clear, practical advice. A professional and team-oriented attitude. Terms / Benefits: 40 hours / 5 days per week (flexible and hybrid working is available). 25 days annual leave plus bank holidays. Annual salary review. Opportunity to carry over 1 week's holiday into the following holiday year. Death in service 3 x annual salary. Access to employee rewards and health scheme. 24-hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6%) after 4 year's service. Enhanced Maternity and Paternity pay after one year's service. Well-behaved dogs can be brought to the office. Acorn by Synergie acts as an employment agency for permanent recruitment.

My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Mortgage Advisor-(Piccadilly, Manchester) Salary: £33,000 + Uncapped Commission (OTE £70,000-£80,000) First Mortgage is a leading UK fee-free mortgage broker , known for its customer-first approach and excellent service. As part of Mortgage Advice Bureau (MAB), advisors benefit from access to a wide lender panel, strong support, and a modern, forward-thinking environment. Are you an ambitious, CeMAP-qualified Mortgage Advisor looking to take your career to the next level? This opportunity is for you! As a family-run business and part of Mortgage Advice Bureau (MAB), we combine a supportive, people-first culture with industry-leading resources, giving you everything you need to succeed in a high-performing environment. The Opportunity We re looking for an experienced Mortgage Advisor to join our thriving Manchester City Centre (Piccadilly) branch. This is a fast-paced, high-achieving office where success is recognised and rewarded. You ll benefit from a consistent flow of warm, qualified leads-allowing you to focus on what you do best: delivering expert advice, building relationships, and closing deals. What You ll Be Doing Providing tailored mortgage and protection advice to meet clients financial and protection needs Supporting clients throughout the application process from enquiry to completion Recommending suitable protection products to safeguard clients and their families Conducting detailed mortgage assessments Liaising with lenders to secure the best possible outcomes Working alongside a dedicated Client Relationship Manager for seamless case management What We re Looking For Fully CeMAP qualified (essential) Proven experience as a Mortgage Advisor/Broker Strong track record in sales and target achievement Experience providing protection advice Self-motivated with the ability to work independently Highly organised with the ability to manage multiple clients A team player who thrives in a high-performance environment What You ll Get Competitive base salary of £33,000 Uncapped commission with OTE of £70,000-£80,000 Warm , pre-qualified leads provided Dedicated Client Relationship Manager support Access to a wide lender panel via MAB A high-performing , supportive team culture Full academy training and ongoing support Benefits & Perks Private medical insurance Pension scheme & group life insurance Gym membership Modern office with breakout spaces Regular social events Wellbeing support initiatives Working Hours Monday to Friday: 9:00am - 5:30pm Alternate Saturdays: 10:00am - 4:00pm (with a day off in lieu) Ready to Apply? If you re driven, ambitious, and ready to maximise your earning potential in a supportive, high-performing environment, apply today . Other suitable skills and experience include, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, CeMAP Mortgage Advisor, Protection Advisor.

Senior Manager - Corporate Tax (Hybrid) Option to work in any of their Central London, Buckinghamshire or Oxfordshire offices. Salary Up to £95,000 plus a comprehensive benefits package. ACA or CTA qualified (ACCA considered) Are you a Senior Corporate Tax Manager looking for a new challenge or, a Corporate Tax Manager ready for the next stage of your career? If so, then this exciting opportunity is not to be missed. We are working exclusively with a growing and ambitious firm of independent Chartered Accountants who are looking for an experienced Corporate Tax - Senior Manager to step into this newly created role. The firm offers meaningful career progression, genuine flexibility around working patterns and location, and the chance to play a key role in shaping the future of our tax advisory services. The role The Corporate Tax - Senior Manager will help grow and deliver high-quality advisory work within our expanding corporate tax team. You will be based in either our Central London, Buckinghamshire and Oxfordshire offices, with some work likely across all three offices. You will engage directly with a wide range of clients, from fast-growth businesses to established international groups. The role is primarily advisory and project-focused, with direct client contact and significant exposure to complex and interesting work. Key responsibilities and skills Advisory & Project Work As Corporate Tax - Senior Manager, you will lead and deliver a broad range of corporate tax advisory projects, including: • Corporate reconstructions, demergers and group reorganisations • EMI share schemes and wider employee incentive planning • EIS and SEIS structuring and applications • Transaction tax support, including due diligence and SPA review • Shareholder tax advice on exit/sale • International tax matters and cross-border structuring Compliance + Advisory Assignments You may also oversee assignments such as: • Corporate Interest Restriction • R&D claims • Capital allowances planning Client Relationship Management • Build and maintain strong, long-term client relationships • Deliver clear, commercial tax advice • Identify additional opportunities to support clients Business Development & Network Engagement • Support partners/directors in client meetings and BD activities • Attend Praxity conferences to develop international relationships and support cross-border projects • Contribute to the marketing of the tax service line, including events and seminars Team Leadership • Supervise, coach, and develop team members • Mentor junior professionals and support their technical development • Review complex corporation tax returns (as required, though not the core focus) The candidate We are looking for a confident, proactive Corporate Tax Manager who thrives in a collaborative environment and enjoys a variety of advisory work. You should be comfortable working autonomously, interacting directly with clients, and taking ownership of projects. Experience in every area listed above is not essential, we welcome strong corporate tax advisers who are eager to expand their skill set. You may be based in our Central London office, Buckinghamshire office, Oxfordshire office or, across all locations. Our benefits • Competitive salary and benefits package • 28 days plus bank holidays (or pro rata equivalent) • Purchase up to 5 additional days holiday (or pro rata equivalent) • Hybrid working (2 days WFH) and flexibility around working patterns • Private Health Insurance • Private Medical Insurance • Extra one day holiday awarded after 5 years, 8 years and 10 years • Employee assistance programme (EAP) for counselling services, legal and medical support • Death in Service 4x base salary (after probation) • Medicash Health Plan • Enhanced maternity/paternity/adoption leave • Auto Enrolment Pension Scheme • Paid car parking All employees are entitled to claim car parking expenses for parking charges. Wellbeing and lifestyle benefits • Employee Referral Scheme • One Volunteer Day annually • Flu voucher / Eye Care voucher • Personal financial advice annually from external financial advisor • Monthly in-house massage sessions

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers click apply for full job details

My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: W orking closely with the Director and Principal Adviser , this role provides an exceptional opportunity to learn to become a trusted independent financial adviser click apply for full job details

Client side opportunity for an Asset Manager to join a UK property investment and development company. They focus on delivering long-term value through the acquisition, development, and active management of property assets. With a strong presence in the commercial property sector, the business has particular expertise in industrial and logistics property, alongside interests in office, retail, leisure, land, and selected residential opportunities. Their approach is driven by a clear commitment to identifying potential, enhancing asset performance, and creating sustainable growth across the portfolio. As an owner, investor, and developer, they adopt a hands-on strategy at every stage of the property lifecycle. From acquisition and refurbishment through to asset management, leasing, and disposal, the company works to unlock value and deliver well-positioned property solutions for occupiers and stakeholders alike. Their portfolio reflects a diverse and carefully managed mix of assets, supported by an entrepreneurial mindset and a long-term investment outlook. By combining market insight with practical delivery. Role Purpose The Asset Manager is responsible for driving the performance of the UK commercial property portfolio through proactive business plan delivery, leasing activity, tenant engagement, value-enhancing initiatives, and hold / sell analysis. The role will work closely with investment, finance, property management, and external advisers to maximise income, value, and return across the portfolio. Key Responsibilities Portfolio and Asset Performance Manage a portfolio of UK commercial property assets in line with approved asset business plans. Monitor income, occupancy, WAULT, covenant strength, lease events, and operating performance. Identify and execute opportunities to enhance asset value, reduce risk, and improve income sustainability. Prepare regular asset performance reports for internal stakeholders, lenders, and investors where required. Leasing and Tenant Management Lead leasing strategy across relevant assets, including lettings, renewals, regears, surrenders, and rent reviews. Work with leasing agents to market vacant space and secure new occupiers. Review heads of terms and instruct legal advisers through to completion. Build strong tenant relationships and respond to occupational issues in a commercial and pragmatic manner. Monitor arrears, tenant performance, and covenant risk in collaboration with property management and finance teams. Business Planning Prepare and maintain detailed asset business plans, budgets, and hold / sell recommendations. Undertake financial analysis of leasing options, capex projects, redevelopment opportunities, and disposal scenarios. Track delivery against business plan objectives and recommend corrective action where needed. Support annual budget and forecasting processes with finance and property management teams. Capital Projects and Value-Add Initiatives Identify and oversee asset management initiatives such as refurbishments, ESG upgrades, repositioning, reconfiguration, and redevelopment opportunities. Work with project managers, surveyors, and consultants to deliver capex initiatives on time and within budget. Assess project feasibility and monitor return on investment. Acquisitions and Disposals Support underwriting, due diligence, and transition of new acquisitions into the portfolio. Assist in preparing assets for sale, including data room materials, business plans, and adviser coordination. Contribute to disposal strategy and execution. Asset Manager Stakeholder and Adviser Management Manage external agents, surveyors, legal advisers, managing agents, and consultants. Collaborate with internal investment, finance, ESG, and property management teams. Prepare papers, presentations, and recommendations for investment committees and senior management. ESG and Risk Management Support implementation of ESG initiatives across the portfolio. Monitor key operational, leasing, compliance, and market risks affecting each asset. Ensure asset strategies reflect relevant statutory, environmental, and occupier considerations. Person Specification Experience Relevant asset management experience within UK commercial property. Experience managing landlord-owned office, industrial, logistics, retail, or mixed-use assets. Proven track record of delivering leasing transactions and asset management initiatives. Experience producing business plans and financial analysis for investment assets. Familiarity with acquisition and disposal processes preferred. Qualifications Degree in Real Estate, Property MRICS Skills and Knowledge Strong understanding of the UK commercial property market. Good knowledge of landlord and tenant matters, leasing structures, rent reviews, lease renewals, and property valuation drivers. Strong financial modelling and cash flow analysis skills. Proficient in Excel and property software. Strong report writing and presentation skills. Able to analyse complex issues and make commercially sound recommendations. Personal Attributes Commercially astute and entrepreneurial. Strong negotiation and stakeholder management skills. Proactive and results-oriented. Highly organised with strong attention to detail. Confident in working independently and as part of a team. Benefits Pension Car allowance Private medical insurance Bonus scheme 25 days annual leave + bank holidays 24/7 Gym Access Fantastic opportunity with career progression 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 (url removed)

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as Financial Adviser Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning Working closely with in-house technical and compliance support to maintain high professional standards Identifying new advice opportunities through referrals, networking and professional connections What we're looking for as Financial Adviser Proven experience providing regulated advice in a client-facing role (ideally 5+ years) Strong technical knowledge across pensions, investments and tax-efficient planning A confident relationship-builder with a client-first mindset Proactive and commercially driven, comfortable generating new business through connections and referrals What's on offer Salary 75,000- 100,000 (depending on experience) + discretionary annual bonus Company car or car allowance Pension scheme, life assurance and a strong benefits package Full paraplanning and admin support An existing book of contacts as well as superb warm Leads and Introductions Genuine long-term career development in a professional, supportive environment

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as Financial Adviser Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning Working closely with in-house technical and compliance support to maintain high professional standards Identifying new advice opportunities through referrals, networking and professional connections What we're looking for as Financial Adviser Proven experience providing regulated advice in a client-facing role (ideally 5+ years) Strong technical knowledge across pensions, investments and tax-efficient planning A confident relationship-builder with a client-first mindset Proactive and commercially driven, comfortable generating new business through connections and referrals What's on offer Salary 75,000- 100,000 (depending on experience) + discretionary annual bonus Company car or car allowance Pension scheme, life assurance and a strong benefits package Full paraplanning and admin support An existing book of contacts as well as superb warm Leads and Introductions Genuine long-term career development in a professional, supportive environment

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham. You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this. A full structured training programme will be provided however, you must have prior understanding of Mortgages, Protection, Investments and Pensions. Our client provides rewarding progression opportunities and support with industry specific qualifications, which will enable you to further your career. Responsibilities: -Processing applications via different provider platforms -Maintaining and updating database with relevant policy information -Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products) -Issuing documents to clients -Producing and updating client reports -Drafting suitability reports for advisers -Ensuring all records are kept up to date and compliant -Handling incoming queries and outgoing calls to other providers and clients Candidate Attributes: -Experience working within a similar IFA support role -Excellent administration skills -Strong attention to detail -Ability to work solely or as part of a team -Good time management skills Hours: Monday Friday, 9am 5pm Salary: Up to £30,000 per annum, depending on experience

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details