Get Staffed Online Recruitment Limited
Alcester, Warwickshire
Finance Manager Interim role expected for 6 months with pro rata salary based on circa £50,000 per annum. The Opportunity This is an exciting opportunity to join a leading mortgage and protection network providing technology, compliance and business support to over 1,000 Advisers nationwide. They are looking for a pro-active and well-organised individual to work with the Interim CFO, ensuring financial information is timely, accurate and reliable. The Role Our client is seeking a pragmatic and hands-on Finance Manager to lead the day-to-day financial operations of the Group, supporting robust financial decision-making and ensuring compliance across the organisation. This role is essential in supporting Group finance functions, managing a small finance team, and ensuring high standards in reporting, forecasting, and controls. The Finance Manager will work closely with the Interim CFO to maintain operational excellence, and drive improvements in financial systems and processes. Main Duties and Strategic Responsibilities Financial Leadership and Oversight: Lead and manage the Finance Team to deliver accurate and timely financial information across the organisation. Provide oversight of all financial operations including accounts payable, receivable, payroll, and month-end processes. Responsibility for regulatory reporting, including quarterly VAT and FCA returns. Business Support and Strategic Business Partnering: Act as a key finance business partner, supporting financial planning and forecasting. Liaise with shareholders to provide routine and ad-hoc information. Ensure that company rolling forecasts are robust and tracked effectively throughout the year. Financial Planning and Analysis: Lead on monthly management accounts and variance analysis. Develop and maintain robust cash flow forecasting. Contribute to the development of a monthly forecast process. Control and Compliance: Maintain a strong internal control environment, ensuring processes are efficient and compliant. Ensure adherence to financial policies and procedures, with ongoing review and improvement. Oversee compliance with HMRC, pension, and statutory requirements, including FCA quarterly reporting. Systems, Reporting, and Process Improvement: Improve and streamline financial processes and systems to enhance efficiency and accuracy. Lead the preparation of financial reports for internal stakeholders, including the Board. Champion the use of financial systems and digital tools across the finance function. Team Management and Development: Line manage a small finance team, providing clear direction, support, and performance management. Foster a culture of continuous improvement and professional development within the team. Who They re Looking For Qualifications and Experience: Qualified Accountant (ACA / ACCA / CIMA) with at least 3 years post qualification experience, and a good understanding of Group accounting. Experience of FCA reporting or other similar regulatory compliance an advantage. 'Can do' attitude someone who is open to change and finding ways of improving processes, controls, and operational practices within the business. Good working knowledge of accounting platforms (Sage preferred). Good / Advanced Excel skills leverage excel to improve / streamline finance functions and help team members improve their efficiency by leveraging excel better. Good financial modelling and forecasting / planning skills are highly desirable, the ability to build integrated bottom up three statement (P&L, BS and CF) models. Travel within the UK may be required at times. Attention to detail and the ability to work to tight deadlines is a must. Data driven and logical approach to solving issues. Values and Commitment: High level of integrity. Attention to detail. Commitment to excellence. Team player. Excellent verbal and written communication skills. Candidates must have right to work in the UK as our client is a non-sponsoring Company.
May 15, 2026
Full time
Finance Manager Interim role expected for 6 months with pro rata salary based on circa £50,000 per annum. The Opportunity This is an exciting opportunity to join a leading mortgage and protection network providing technology, compliance and business support to over 1,000 Advisers nationwide. They are looking for a pro-active and well-organised individual to work with the Interim CFO, ensuring financial information is timely, accurate and reliable. The Role Our client is seeking a pragmatic and hands-on Finance Manager to lead the day-to-day financial operations of the Group, supporting robust financial decision-making and ensuring compliance across the organisation. This role is essential in supporting Group finance functions, managing a small finance team, and ensuring high standards in reporting, forecasting, and controls. The Finance Manager will work closely with the Interim CFO to maintain operational excellence, and drive improvements in financial systems and processes. Main Duties and Strategic Responsibilities Financial Leadership and Oversight: Lead and manage the Finance Team to deliver accurate and timely financial information across the organisation. Provide oversight of all financial operations including accounts payable, receivable, payroll, and month-end processes. Responsibility for regulatory reporting, including quarterly VAT and FCA returns. Business Support and Strategic Business Partnering: Act as a key finance business partner, supporting financial planning and forecasting. Liaise with shareholders to provide routine and ad-hoc information. Ensure that company rolling forecasts are robust and tracked effectively throughout the year. Financial Planning and Analysis: Lead on monthly management accounts and variance analysis. Develop and maintain robust cash flow forecasting. Contribute to the development of a monthly forecast process. Control and Compliance: Maintain a strong internal control environment, ensuring processes are efficient and compliant. Ensure adherence to financial policies and procedures, with ongoing review and improvement. Oversee compliance with HMRC, pension, and statutory requirements, including FCA quarterly reporting. Systems, Reporting, and Process Improvement: Improve and streamline financial processes and systems to enhance efficiency and accuracy. Lead the preparation of financial reports for internal stakeholders, including the Board. Champion the use of financial systems and digital tools across the finance function. Team Management and Development: Line manage a small finance team, providing clear direction, support, and performance management. Foster a culture of continuous improvement and professional development within the team. Who They re Looking For Qualifications and Experience: Qualified Accountant (ACA / ACCA / CIMA) with at least 3 years post qualification experience, and a good understanding of Group accounting. Experience of FCA reporting or other similar regulatory compliance an advantage. 'Can do' attitude someone who is open to change and finding ways of improving processes, controls, and operational practices within the business. Good working knowledge of accounting platforms (Sage preferred). Good / Advanced Excel skills leverage excel to improve / streamline finance functions and help team members improve their efficiency by leveraging excel better. Good financial modelling and forecasting / planning skills are highly desirable, the ability to build integrated bottom up three statement (P&L, BS and CF) models. Travel within the UK may be required at times. Attention to detail and the ability to work to tight deadlines is a must. Data driven and logical approach to solving issues. Values and Commitment: High level of integrity. Attention to detail. Commitment to excellence. Team player. Excellent verbal and written communication skills. Candidates must have right to work in the UK as our client is a non-sponsoring Company.
HR Manager Permanent Salary: £50,000 £60,000 Start Date: Flexible Close Date: 29th May 2026 Location: Bristol / Hybrid About Us At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed. Our Purpose To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human. What You ll Be Doing: Manage all aspects of the employee lifecycle. Ensure compliance of HR policies and procedures in line with legislation. Manage all HR, payroll and benefits administration and systems. Own all aspects of recruitment across the group. Manage the annual performance appraisal process. Act as a trusted Adviser to the Senior Management and Executive Team. Manage a small HR Team. Collaborating across teams to ensure a seamless employee experience. Contributing to continuous improvement and innovation in how we work. What We re Looking For Qualifications are desirable but not essential. We are looking for individuals with some of the following experience: Experience as a HR Manager or similar senior HR role. Strong leadership and people management skills. In depth knowledge of employment law, case law and best practise. CIPD Level 7 (or working towards). The type of person you ll be: A strong communicator clear, empathetic, and confident. A proactive, solutions-focused individual. Ability to work independently and as part of a collaborative team. Experience in probate, legal services, or estate administration (role dependent). A passion for making a difference in people s lives. What We Can Offer You We believe in rewarding great work. For this role we offer the following benefits from day one: (up to) £60,000 per annum 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of products and services Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Private Medical Insurance Company pension scheme matching up to 5% Income protection insurance Life assurance policy Enhanced family leave (upon completion of probation) Cycle to work scheme Employee Assistance Programme Why Join Us: A supportive, people-first culture. Opportunities for growth and development. A chance to make a real impact during life s most challenging times. Hybrid and flexible working options to suit your needs. Where You ll Be Working Our office based at Spectrum House, Bond Street, Bristol BS1 3LG / Hybrid Hiring Process What to Expect We like to keep things clear and straightforward. Here s what you can expect: Application review We review applications on a rolling basis and will contact you when shortlisted. Initial chat A short call to get to know you better. There will be some element of competency here, but we aim for it to be more conversational (30mins). Interview This is your competency-based interview with Elle Fowell, Head of HR, and Gareth Lindop, CFO (up to 90mins with your task). Task A chance to show us how you think this may be part of the interview or done before/after depending on the role. Final Stage Meet more of the Senior Management team and ask any final questions. Feedback We will contact you following your interview, typically within one week. Support We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments, whether that s for an interview or any part of the process, please let us know. We re happy to have a conversation about how we can best support you. Ready to Apply If Kings Court Trust sounds like the kind of place where you d thrive, we d love to hear from you. Apply now and help us shape the future of estate administration. Equality, Diversity and Inclusion At Kings Court Trust, we re committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience nothing else. We re proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do. By applying for this role, you re sharing your information with Kings Court Trust. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy available on our website.
May 15, 2026
Full time
HR Manager Permanent Salary: £50,000 £60,000 Start Date: Flexible Close Date: 29th May 2026 Location: Bristol / Hybrid About Us At Kings Court Trust, we occupy a unique, privileged position. We are called upon at a sensitive time when families are going through the stages of grief, but there is an acceptance that certain realities need to be addressed. Our Purpose To support families through bereavement with expert guidance and genuine compassion, making a complex process feel manageable and human. What You ll Be Doing: Manage all aspects of the employee lifecycle. Ensure compliance of HR policies and procedures in line with legislation. Manage all HR, payroll and benefits administration and systems. Own all aspects of recruitment across the group. Manage the annual performance appraisal process. Act as a trusted Adviser to the Senior Management and Executive Team. Manage a small HR Team. Collaborating across teams to ensure a seamless employee experience. Contributing to continuous improvement and innovation in how we work. What We re Looking For Qualifications are desirable but not essential. We are looking for individuals with some of the following experience: Experience as a HR Manager or similar senior HR role. Strong leadership and people management skills. In depth knowledge of employment law, case law and best practise. CIPD Level 7 (or working towards). The type of person you ll be: A strong communicator clear, empathetic, and confident. A proactive, solutions-focused individual. Ability to work independently and as part of a collaborative team. Experience in probate, legal services, or estate administration (role dependent). A passion for making a difference in people s lives. What We Can Offer You We believe in rewarding great work. For this role we offer the following benefits from day one: (up to) £60,000 per annum 25 days plus bank holidays, increasing annually to 30 Health Cash Plan Cash back for Dental, optical, and other treatments Employee discounts across a range of products and services Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy Private Medical Insurance Company pension scheme matching up to 5% Income protection insurance Life assurance policy Enhanced family leave (upon completion of probation) Cycle to work scheme Employee Assistance Programme Why Join Us: A supportive, people-first culture. Opportunities for growth and development. A chance to make a real impact during life s most challenging times. Hybrid and flexible working options to suit your needs. Where You ll Be Working Our office based at Spectrum House, Bond Street, Bristol BS1 3LG / Hybrid Hiring Process What to Expect We like to keep things clear and straightforward. Here s what you can expect: Application review We review applications on a rolling basis and will contact you when shortlisted. Initial chat A short call to get to know you better. There will be some element of competency here, but we aim for it to be more conversational (30mins). Interview This is your competency-based interview with Elle Fowell, Head of HR, and Gareth Lindop, CFO (up to 90mins with your task). Task A chance to show us how you think this may be part of the interview or done before/after depending on the role. Final Stage Meet more of the Senior Management team and ask any final questions. Feedback We will contact you following your interview, typically within one week. Support We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments, whether that s for an interview or any part of the process, please let us know. We re happy to have a conversation about how we can best support you. Ready to Apply If Kings Court Trust sounds like the kind of place where you d thrive, we d love to hear from you. Apply now and help us shape the future of estate administration. Equality, Diversity and Inclusion At Kings Court Trust, we re committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience nothing else. We re proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do. By applying for this role, you re sharing your information with Kings Court Trust. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy available on our website.
Financial Planning Administrator (SJP) Maidstone (Kent) offices Salary up to £40k plus bonuses 28 days annual leave + bank holidays My client are a boutique SJP practice with offices in Maidstone who offer 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 500+ clients with assets ranging from £150k - £3m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with local businesses and solicitors who refer business to them. The business is taking on new advisers in the coming months and need a new senior SJP administrator to join the team. You will have 3+ years of solid administration experience within an SJP practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. You will be a hands on individual and keen to be part of a growing practice whose focus is on providing the best advice to their clients. If this role sounds of interest or any other roles I am working on please get in touch.
May 15, 2026
Full time
Financial Planning Administrator (SJP) Maidstone (Kent) offices Salary up to £40k plus bonuses 28 days annual leave + bank holidays My client are a boutique SJP practice with offices in Maidstone who offer 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 500+ clients with assets ranging from £150k - £3m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with local businesses and solicitors who refer business to them. The business is taking on new advisers in the coming months and need a new senior SJP administrator to join the team. You will have 3+ years of solid administration experience within an SJP practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. You will be a hands on individual and keen to be part of a growing practice whose focus is on providing the best advice to their clients. If this role sounds of interest or any other roles I am working on please get in touch.
Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into an Executive PA job supporting Financial Adviser's? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly. This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position. IFA Administrator requirements • You must have a minimum 2 years Financial Services experience with IFA admin background • You should have experience preparing valuations, cashflow inputs and fund switch reports • You should have a strong understanding of IFA processes and FCA compliance • You should have new business processing experience (investments, pensions, protection) • Strong MS Office skills • ideally you should have experience using Curo • Experience handling death claims The Company You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members. IFA Administrator Benefits • Salary up to £35k • Full time office based role • Supportive team culture with long-term career potential • Opportunity to work directly with a Senior Adviser in a trusted position Location Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance. If this sounds like the next step you are looking for, we would love to receive your application. 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
May 15, 2026
Full time
Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into an Executive PA job supporting Financial Adviser's? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly. This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position. IFA Administrator requirements • You must have a minimum 2 years Financial Services experience with IFA admin background • You should have experience preparing valuations, cashflow inputs and fund switch reports • You should have a strong understanding of IFA processes and FCA compliance • You should have new business processing experience (investments, pensions, protection) • Strong MS Office skills • ideally you should have experience using Curo • Experience handling death claims The Company You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members. IFA Administrator Benefits • Salary up to £35k • Full time office based role • Supportive team culture with long-term career potential • Opportunity to work directly with a Senior Adviser in a trusted position Location Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance. If this sounds like the next step you are looking for, we would love to receive your application. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 15, 2026
Full time
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Financial Advisor Join a highly respected Chartered financial planning firm where advice quality and client outcomes come first. This is a key hire for an experienced Financial Adviser ready to take ownership of a high-value client base and play a part in ambitious growth plans. They are looking to hire 9+ advisors due to tremendous growth, please feel free to share this to your network if you know of someone suitable. Role Overview: Location: Remote. Candidates must be based in the United Kingdom. Package: £50,000- £100,000pa + industry-leading bonus (dependent on AUM brought into the business & experience) Industry: Financial Planning What You'll Be Doing: Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning Build tailored financial strategies aligned to long-term client goals Manage and grow a portfolio of high-net-worth individuals, maintaining exceptional service standards Ensure full compliance with FCA regulations and uphold Chartered-level professionalism Collaborate closely with paraplanning and technical teams to produce high-quality client reports Contribute to business growth through relationship building and proactive client development Main Skills Needed: Level 4 Diploma qualified (CII or equivalent), ideally Chartered or working towards it Strong track record as a Financial Adviser with 5+ years' experience. Proven ability to manage and retain a substantial client portfolio with Assets Under Management (AUM) with a value of 50 Million+. Deep understanding of tax-efficient investments and retirement planning strategies Commercial mindset with the ability to grow AUM and develop new business Excellent communication skills, able to simplify complex financial concepts Strong ethical approach with a commitment to delivering fair client outcomes What's in It for You: High-earning potential with a bonus structure directly linked to performance Full paraplanning and admin support, freeing up your time for client work Access to leading technology and in-depth research tools A collaborative, professional environment that values development and progression The opportunity to build and scale your portfolio within a well-regarded Chartered firm Think it could be a fit? We'd love to hear from you. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. By applying you are confirming you are happy to be added to the Addition Solutions mailing list regarding future suitable positions. You can opt out of this at any time simply by contacting one of our consultants.
May 15, 2026
Full time
Financial Advisor Join a highly respected Chartered financial planning firm where advice quality and client outcomes come first. This is a key hire for an experienced Financial Adviser ready to take ownership of a high-value client base and play a part in ambitious growth plans. They are looking to hire 9+ advisors due to tremendous growth, please feel free to share this to your network if you know of someone suitable. Role Overview: Location: Remote. Candidates must be based in the United Kingdom. Package: £50,000- £100,000pa + industry-leading bonus (dependent on AUM brought into the business & experience) Industry: Financial Planning What You'll Be Doing: Deliver holistic, independent financial advice across pensions, investments, protection, and estate planning Build tailored financial strategies aligned to long-term client goals Manage and grow a portfolio of high-net-worth individuals, maintaining exceptional service standards Ensure full compliance with FCA regulations and uphold Chartered-level professionalism Collaborate closely with paraplanning and technical teams to produce high-quality client reports Contribute to business growth through relationship building and proactive client development Main Skills Needed: Level 4 Diploma qualified (CII or equivalent), ideally Chartered or working towards it Strong track record as a Financial Adviser with 5+ years' experience. Proven ability to manage and retain a substantial client portfolio with Assets Under Management (AUM) with a value of 50 Million+. Deep understanding of tax-efficient investments and retirement planning strategies Commercial mindset with the ability to grow AUM and develop new business Excellent communication skills, able to simplify complex financial concepts Strong ethical approach with a commitment to delivering fair client outcomes What's in It for You: High-earning potential with a bonus structure directly linked to performance Full paraplanning and admin support, freeing up your time for client work Access to leading technology and in-depth research tools A collaborative, professional environment that values development and progression The opportunity to build and scale your portfolio within a well-regarded Chartered firm Think it could be a fit? We'd love to hear from you. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. By applying you are confirming you are happy to be added to the Addition Solutions mailing list regarding future suitable positions. You can opt out of this at any time simply by contacting one of our consultants.
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 15, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. 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.
May 15, 2026
Full time
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. 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.
Helsing is a defence AI company. Our mission is to protect our democracies. We aim to achieve technological leadership, so that open societies can continue to make sovereign decisions and control their ethical standards. As democracies, we believe we have a special responsibility to be thoughtful about the development and deployment of powerful technologies like AI. We take this responsibility seriously. We are an ambitious and committed team of engineers, AI specialists and customer facing programme managers. We are looking for mission driven people to join our European teams - and apply their skills to solve the most complex and impactful problems. We embrace an open and transparent culture that welcomes healthy debates on the use of technology in defence, its benefits, and its ethical implications. The role Helsing's legal function is not a back office service desk - it is a strategic partner to the business, embedded in the decisions that shape how we grow, compete and deliver for our government customers. As Legal Counsel based in London, you will be a legal adviser to Helsing's UK and European teams, reporting to the UK lead counsel and Group General Counsel. You will operate at the intersection of defence procurement, AI regulation, export controls and commercial contracting - providing counsel that directly enables Helsing to secure and deliver on some of the most consequential technology programmes in European defence. This is a role for someone who combines sharp legal judgement with commercial pragmatism, who can work at fast pace and who wants their work to have a tangible effect on the protection of democratic societies. The day to day Advise Helsing's UK and European teams on strategic and tactical legal matters across the artificial intelligence and defence domains, ensuring legal insight is integrated into business decisions from the outset Structure, draft, negotiate and close contractual agreements and software licensing arrangements with UK and European government customers and defence industry partners Provide specialist guidance on UK/EU defence procurement regulations, including single source contract regulations, shaping Helsing's approach to public sector contracting Advise on export control compliance, intellectual property rights, data privacy and conflicts of interest under UK law, building scalable processes as the business grows Support product development teams with legal analysis on emerging regulatory requirements, helping Helsing bring AI capabilities to market responsibly and at pace Deliver corporate and regulatory support to Helsing's entities, including governance, filings and compliance obligations Collaborate with legal colleagues across Helsing's European offices to ensure consistency and share best practice on cross jurisdictional matters You should apply if you Are qualified to practise law in England and Wales, with meaningful post qualification experience gained in private practice, in house or government legal roles Have demonstrated expertise in UK public procurement law, ideally including single source contract regulations and defence sector contracting Have drafted, negotiated and closed complex commercial agreements - particularly technology licensing or software contracts - with government or regulated sector counterparties Can translate legal complexity into clear, actionable advice for senior stakeholders and cross functional teams Bring a working knowledge of export controls, IP and data privacy as they apply to technology companies operating in the defence sector Share Helsing's conviction that democratic values are worth protecting and want your legal career to contribute to that mission Nice to Have Experience advising on AI regulation, responsible AI frameworks or dual use technology governance Familiarity with security clearance processes and working within classified environments Exposure to cross border defence collaboration or multinational programme structures Experience operating within a high growth technology company or start up environment Languages: French, Spanish or German Join Helsing and work with world leading experts in their fields Helsing's work is important. You'll be directly contributing to the protection of democratic countries while balancing both ethical and geopolitical concerns. The work is unique. We operate in a domain that has highly unusual technical requirements and constraints, and where robustness, safety, and ethical considerations are vital. You will face unique Engineering and AI challenges that make a meaningful impact in the world. Our work frequently takes us right up to the state of the art in technical innovation, be it reinforcement learning, distributed systems, generative AI, or deployment infrastructure. The defence industry is entering the most exciting phase of the technological development curve. Advances in our field of world are not incremental: Helsing is part of, and often leading, historic leaps forward. In our domain, success is a matter of order of magnitudes improvements and novel capabilities. This means we take bets, aim high, and focus on big opportunities. Despite being a relatively young company, Helsing has already been selected for multiple significant government contracts. We actively encourage healthy, proactive, and diverse debate internally about what we do and how we choose to do it. Teams and individual engineers are trusted (and encouraged) to practise responsible autonomy and critical thinking, and to focus on outcomes, not conformity. At Helsing you will have a say in how we (and you!) work, the opportunity to engage on what does and doesn't work, and to take ownership of aspects of our culture that you care deeply about. What we offer Competitive salary and stock options (ESOP) Relocation support: up to €2,500 and 4 weeks temporary accommodation Learning: €500/£450 yearly allowance Health & wellness: gym membership and mental health support (Nilo.health) Social: regularly company events and monthly social allowances Enhanced parental leave: 22 weeks fully paid for primary caregivers & 6 weeks for secondary caregivers. Family support: 5 days of paid family emergency leave, 100% remote work option during pregnancy and phased return to work These are the core benefits across all locations, there may be additional benefits in certain locations. Helsing's Candidate Privacy and Confidentiality Regime can be found here. Note: We operate in an industry where women, as well as other minority groups, are systematically under represented. We encourage you to apply even if you don't meet all the listed qualifications; ability and impact cannot be summarised in a few bullet points. Helsing is an equal opportunities employer. We are committed to equal employment opportunity regardless of race, religion, sexual orientation, age, marital status, disability or gender identity. Please do not submit personal data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, data concerning your health, or data concerning your sexual orientation.
May 15, 2026
Full time
Helsing is a defence AI company. Our mission is to protect our democracies. We aim to achieve technological leadership, so that open societies can continue to make sovereign decisions and control their ethical standards. As democracies, we believe we have a special responsibility to be thoughtful about the development and deployment of powerful technologies like AI. We take this responsibility seriously. We are an ambitious and committed team of engineers, AI specialists and customer facing programme managers. We are looking for mission driven people to join our European teams - and apply their skills to solve the most complex and impactful problems. We embrace an open and transparent culture that welcomes healthy debates on the use of technology in defence, its benefits, and its ethical implications. The role Helsing's legal function is not a back office service desk - it is a strategic partner to the business, embedded in the decisions that shape how we grow, compete and deliver for our government customers. As Legal Counsel based in London, you will be a legal adviser to Helsing's UK and European teams, reporting to the UK lead counsel and Group General Counsel. You will operate at the intersection of defence procurement, AI regulation, export controls and commercial contracting - providing counsel that directly enables Helsing to secure and deliver on some of the most consequential technology programmes in European defence. This is a role for someone who combines sharp legal judgement with commercial pragmatism, who can work at fast pace and who wants their work to have a tangible effect on the protection of democratic societies. The day to day Advise Helsing's UK and European teams on strategic and tactical legal matters across the artificial intelligence and defence domains, ensuring legal insight is integrated into business decisions from the outset Structure, draft, negotiate and close contractual agreements and software licensing arrangements with UK and European government customers and defence industry partners Provide specialist guidance on UK/EU defence procurement regulations, including single source contract regulations, shaping Helsing's approach to public sector contracting Advise on export control compliance, intellectual property rights, data privacy and conflicts of interest under UK law, building scalable processes as the business grows Support product development teams with legal analysis on emerging regulatory requirements, helping Helsing bring AI capabilities to market responsibly and at pace Deliver corporate and regulatory support to Helsing's entities, including governance, filings and compliance obligations Collaborate with legal colleagues across Helsing's European offices to ensure consistency and share best practice on cross jurisdictional matters You should apply if you Are qualified to practise law in England and Wales, with meaningful post qualification experience gained in private practice, in house or government legal roles Have demonstrated expertise in UK public procurement law, ideally including single source contract regulations and defence sector contracting Have drafted, negotiated and closed complex commercial agreements - particularly technology licensing or software contracts - with government or regulated sector counterparties Can translate legal complexity into clear, actionable advice for senior stakeholders and cross functional teams Bring a working knowledge of export controls, IP and data privacy as they apply to technology companies operating in the defence sector Share Helsing's conviction that democratic values are worth protecting and want your legal career to contribute to that mission Nice to Have Experience advising on AI regulation, responsible AI frameworks or dual use technology governance Familiarity with security clearance processes and working within classified environments Exposure to cross border defence collaboration or multinational programme structures Experience operating within a high growth technology company or start up environment Languages: French, Spanish or German Join Helsing and work with world leading experts in their fields Helsing's work is important. You'll be directly contributing to the protection of democratic countries while balancing both ethical and geopolitical concerns. The work is unique. We operate in a domain that has highly unusual technical requirements and constraints, and where robustness, safety, and ethical considerations are vital. You will face unique Engineering and AI challenges that make a meaningful impact in the world. Our work frequently takes us right up to the state of the art in technical innovation, be it reinforcement learning, distributed systems, generative AI, or deployment infrastructure. The defence industry is entering the most exciting phase of the technological development curve. Advances in our field of world are not incremental: Helsing is part of, and often leading, historic leaps forward. In our domain, success is a matter of order of magnitudes improvements and novel capabilities. This means we take bets, aim high, and focus on big opportunities. Despite being a relatively young company, Helsing has already been selected for multiple significant government contracts. We actively encourage healthy, proactive, and diverse debate internally about what we do and how we choose to do it. Teams and individual engineers are trusted (and encouraged) to practise responsible autonomy and critical thinking, and to focus on outcomes, not conformity. At Helsing you will have a say in how we (and you!) work, the opportunity to engage on what does and doesn't work, and to take ownership of aspects of our culture that you care deeply about. What we offer Competitive salary and stock options (ESOP) Relocation support: up to €2,500 and 4 weeks temporary accommodation Learning: €500/£450 yearly allowance Health & wellness: gym membership and mental health support (Nilo.health) Social: regularly company events and monthly social allowances Enhanced parental leave: 22 weeks fully paid for primary caregivers & 6 weeks for secondary caregivers. Family support: 5 days of paid family emergency leave, 100% remote work option during pregnancy and phased return to work These are the core benefits across all locations, there may be additional benefits in certain locations. Helsing's Candidate Privacy and Confidentiality Regime can be found here. Note: We operate in an industry where women, as well as other minority groups, are systematically under represented. We encourage you to apply even if you don't meet all the listed qualifications; ability and impact cannot be summarised in a few bullet points. Helsing is an equal opportunities employer. We are committed to equal employment opportunity regardless of race, religion, sexual orientation, age, marital status, disability or gender identity. Please do not submit personal data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, data concerning your health, or data concerning your sexual orientation.
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 15, 2026
Full time
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 15, 2026
Full time
This Mortgage Adviser job is an excellent opportunity for Mortgage Advisers who want strong support, quality leads and the freedom to build their own brand. If you're a Mortgage Adviser looking for a position that offers genuine autonomy while still benefiting from structured lead flow, modern tech, and personalised marketing support, this opportunity could be ideal for you. You'll be free to manage your own diary and work around your lifestyle, while accessing a network actively investing in growth, AI-driven efficiency, and adviser success. You'll benefit from a steady stream of leads each week, enhanced marketing resources, and a network that continues to expand its partnerships. With new hires shaping internal roles, including further focus on business development, lead sources and introducers are only expected to increase. What you'll be doing Providing quality mortgage and protection advice to your clients Making full use of the network's marketing, admin and compliance support Leveraging weekly leads generated from estate agency partners, online enquiries and other growing channels Building your own brand or trading style, should you wish, alongside dedicated marketing expertise Managing your own caseload and diary with full flexibility What makes this opportunity stand out Regular commitment of 2 leads per week, with plans to increase New estate agency partnerships already signed, with more growth expected Dedicated marketing resource to personalise materials, including adviser-branded brochures Option to use your own trading style Affordable admin support, with scalable options Quick compliance turnaround on social media approvals Network investing in AI tools to improve adviser efficiency Progression and growth With the firm expanding its adviser team and strengthening its business development function, this is an ideal time to join. More partnerships, more marketing exposure and an increasing adviser community support an excellent long-term opportunity to scale your business. Mortgage Adviser Requirements Essential: CeMAP (or equivalent) qualified Essential: Experience providing regulated mortgage advice Essential: Ability to generate some of your own opportunities or a clear business plan Desirable: Comfort using CRM or back-office mortgage systems The Company This growing financial services network supports a broad team of advisers across mortgages, protection and wider financial planning. Their focus is on giving advisers the tools they need to succeed - from modern marketing support to access to specialists across multiple product areas. With ongoing investment in technology and continued expansion of their adviser base and introducer relationships, they offer a stable and forward-thinking environment for self-employed advisers. Mortgage Adviser Benefits Self-employed structure with OTE £80,000+ (uncapped) Commission splits: 80% on self-generated business, rising to 85% at £100k and 87.5% at £125k and 50% on company leads Low monthly fee of £150 Admin support available at cost effective rates Option to maintain or establish your own trading style Marketing assistance including bespoke materials Quick commission payments Home-based working Location Nationwide opportunities across the UK. Ready to take the next step? Click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Senior Private Client Lawyer (Solicitor or Chartered Legal Executive) Location: Hybrid working between Worthing and Hove Salary: £60,000 - £80,000 (DOE / PQE) An established and growing legal practice is seeking a senior private client lawyer to take a key role within its Private Client team. Applications are equally welcomed from experienced solicitors and Chartered Legal Executives (CILEx lawyers) with strong private client expertise. This is a senior appointment offering the opportunity to combine high-level technical work with team leadership and involvement in the strategic development of the department. The Role You will manage a varied and high-quality caseload of complex private client matters while supervising and supporting a team of between 2 and 5 qualified fee earners. The role calls for a confident, technically strong and commercially aware lawyer who enjoys developing people, building client relationships and contributing to long-term departmental growth. Key Responsibilities Handling a broad range of private client work including wills, LPAs, probate and estate administration, trusts, estate planning and, where relevant, Court of Protection matters. Advising a diverse client base, including high-net-worth individuals, families, and elderly or vulnerable clients, with professionalism, empathy and sound judgement. Managing complex and high-value estates, including multi-generational and inheritance tax planning matters. Maintaining and developing strong relationships with clients, referrers and third parties such as accountants, financial advisers, HMRC and the Probate Registry. Working autonomously on your own matters while collaborating closely with colleagues across the team. Supervising, mentoring and developing junior lawyers and support staff, fostering a supportive and high-performing team culture. Monitoring financial performance of matters, including billing, WIP and KPI targets, and encouraging commercial awareness within the team. Playing an active role in business development, networking and building your own client following. Ensuring compliance with all regulatory and professional standards. Acting as a positive role model and championing the firm's values across the department. About You A qualified solicitor or Chartered Legal Executive (CILEx) with around 5+ years' post-qualification experience in private client work. Strong technical knowledge of wills, probate, trusts, LPAs and inheritance tax planning. Proven experience of advising on complex private client matters, including HNW estates. Previous experience supervising or mentoring others is essential. STEP qualification, or working towards STEP, is desirable but not essential. Confident drafting, communication and organisational skills. Comfortable using case management systems (experience with Mattersphere is advantageous but not required). Skills & Competencies Excellent client-care skills, with particular sensitivity when working with elderly or vulnerable clients. Strong attention to detail and sound problem-solving ability. Ability to manage a varied caseload independently and prioritise effectively. A collaborative and supportive working style. Commercial awareness and enthusiasm for business development and profile-building. A genuine commitment to developing junior colleagues and contributing to a positive team environment. What's on Offer Salary of £60,000 - £80,000 depending on experience, expertise and PQE. Hybrid working arrangement split between Worthing and Hove. Clear career progression, including the opportunity to take on greater leadership and specialist responsibilities. Support for ongoing professional development, including STEP and CPD. A flexible, supportive and modern working environment with a strong team ethos. Any lawyers interested in this position with the experience listed above should contact Sam Higgins at Simpson Judge on or via email at .
May 15, 2026
Full time
Senior Private Client Lawyer (Solicitor or Chartered Legal Executive) Location: Hybrid working between Worthing and Hove Salary: £60,000 - £80,000 (DOE / PQE) An established and growing legal practice is seeking a senior private client lawyer to take a key role within its Private Client team. Applications are equally welcomed from experienced solicitors and Chartered Legal Executives (CILEx lawyers) with strong private client expertise. This is a senior appointment offering the opportunity to combine high-level technical work with team leadership and involvement in the strategic development of the department. The Role You will manage a varied and high-quality caseload of complex private client matters while supervising and supporting a team of between 2 and 5 qualified fee earners. The role calls for a confident, technically strong and commercially aware lawyer who enjoys developing people, building client relationships and contributing to long-term departmental growth. Key Responsibilities Handling a broad range of private client work including wills, LPAs, probate and estate administration, trusts, estate planning and, where relevant, Court of Protection matters. Advising a diverse client base, including high-net-worth individuals, families, and elderly or vulnerable clients, with professionalism, empathy and sound judgement. Managing complex and high-value estates, including multi-generational and inheritance tax planning matters. Maintaining and developing strong relationships with clients, referrers and third parties such as accountants, financial advisers, HMRC and the Probate Registry. Working autonomously on your own matters while collaborating closely with colleagues across the team. Supervising, mentoring and developing junior lawyers and support staff, fostering a supportive and high-performing team culture. Monitoring financial performance of matters, including billing, WIP and KPI targets, and encouraging commercial awareness within the team. Playing an active role in business development, networking and building your own client following. Ensuring compliance with all regulatory and professional standards. Acting as a positive role model and championing the firm's values across the department. About You A qualified solicitor or Chartered Legal Executive (CILEx) with around 5+ years' post-qualification experience in private client work. Strong technical knowledge of wills, probate, trusts, LPAs and inheritance tax planning. Proven experience of advising on complex private client matters, including HNW estates. Previous experience supervising or mentoring others is essential. STEP qualification, or working towards STEP, is desirable but not essential. Confident drafting, communication and organisational skills. Comfortable using case management systems (experience with Mattersphere is advantageous but not required). Skills & Competencies Excellent client-care skills, with particular sensitivity when working with elderly or vulnerable clients. Strong attention to detail and sound problem-solving ability. Ability to manage a varied caseload independently and prioritise effectively. A collaborative and supportive working style. Commercial awareness and enthusiasm for business development and profile-building. A genuine commitment to developing junior colleagues and contributing to a positive team environment. What's on Offer Salary of £60,000 - £80,000 depending on experience, expertise and PQE. Hybrid working arrangement split between Worthing and Hove. Clear career progression, including the opportunity to take on greater leadership and specialist responsibilities. Support for ongoing professional development, including STEP and CPD. A flexible, supportive and modern working environment with a strong team ethos. Any lawyers interested in this position with the experience listed above should contact Sam Higgins at Simpson Judge on or via email at .
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The Interim Tax Manager will oversee the management of the group's tax reporting, compliance and payment obligations, ensuring accuracy, timeliness and robust governance procedures, we are looking for someone who is Big 4 trained, CTA and or ACA/ACCA qualified and used to working in a fast paced environment with plenty of stakeholder management. Responsibilities Oversee the preparation, review and submission of the UK corporation tax returns (CT600), computations and supporting documentation Co-ordinate group relief, loss utilisation and CIR calculations Manage the UK corporation tax payment process, including preparation of forecast tax figures for QIP purposes Support and prepare calculations for the UK statutory accounts tax disclosure process and explanations for external audit Undertake balance sheet reconciliation of the tax accounts Act as a primary point of contact with HMRC on BAU tax matters Support the Group Head of Tax with the Tax Control Framework, including Senior Accounting Officer (SAO) requirements and evidence packs Manage HMRC enquiries, correspondence and information requests Support the Group Head of Tax on cross border tax matters such as CFC reviews, transfer pricing, CT61 filings and compliance updates Support on the centralisation and automation of the VAT reporting process Prepare UK VAT returns (additional training may be provided where required) and manage payments and reconciliation process Build networks with UK teams/stakeholders and external advisors to foster supportive, collaborative and open working relationships Undertake tax technical research to address ad hoc tax queries and to support the Group Head of Tax on specific matters Occasional employment tax matters Critical Skills and Experience required Excellent communication skills, specifically with non-tax proficient stakeholders Confidence to advance work independently and with accountability for delivery High attention to detail Professional mindset in communications and behaviour Driving work through to completion, maintaining momentum throughout Ability to prioritisation work effectively across different teams Agility to develop in role as the Group grows Anticipate deadlines and workflows to manage deliverables Qualifications (Essential & Desirable) CTA and/or qualified accountant (ACA or ACCA) c5 years+ post-qualifying experience (desirable) Trained within a leading professional services firm (Top 6 UK desirable) Experience with financial services (desirable) Tax training on specific VAT and employment taxes can be provided where required Experience of working within ERP systems (specifically NetSuite and Anaplan) and within VAT reporting platforms Key Interfaces (Internal and External) Internal stakeholders include Finance, Legal, M&A, Risk, and the wider central functions and commercial teams External stakeholders include advisors, auditors and HMRC Other information Hybrid - 3 days in-office working, at least 1 day per week aligning with Group Head of Tax Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
May 15, 2026
Contractor
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The Interim Tax Manager will oversee the management of the group's tax reporting, compliance and payment obligations, ensuring accuracy, timeliness and robust governance procedures, we are looking for someone who is Big 4 trained, CTA and or ACA/ACCA qualified and used to working in a fast paced environment with plenty of stakeholder management. Responsibilities Oversee the preparation, review and submission of the UK corporation tax returns (CT600), computations and supporting documentation Co-ordinate group relief, loss utilisation and CIR calculations Manage the UK corporation tax payment process, including preparation of forecast tax figures for QIP purposes Support and prepare calculations for the UK statutory accounts tax disclosure process and explanations for external audit Undertake balance sheet reconciliation of the tax accounts Act as a primary point of contact with HMRC on BAU tax matters Support the Group Head of Tax with the Tax Control Framework, including Senior Accounting Officer (SAO) requirements and evidence packs Manage HMRC enquiries, correspondence and information requests Support the Group Head of Tax on cross border tax matters such as CFC reviews, transfer pricing, CT61 filings and compliance updates Support on the centralisation and automation of the VAT reporting process Prepare UK VAT returns (additional training may be provided where required) and manage payments and reconciliation process Build networks with UK teams/stakeholders and external advisors to foster supportive, collaborative and open working relationships Undertake tax technical research to address ad hoc tax queries and to support the Group Head of Tax on specific matters Occasional employment tax matters Critical Skills and Experience required Excellent communication skills, specifically with non-tax proficient stakeholders Confidence to advance work independently and with accountability for delivery High attention to detail Professional mindset in communications and behaviour Driving work through to completion, maintaining momentum throughout Ability to prioritisation work effectively across different teams Agility to develop in role as the Group grows Anticipate deadlines and workflows to manage deliverables Qualifications (Essential & Desirable) CTA and/or qualified accountant (ACA or ACCA) c5 years+ post-qualifying experience (desirable) Trained within a leading professional services firm (Top 6 UK desirable) Experience with financial services (desirable) Tax training on specific VAT and employment taxes can be provided where required Experience of working within ERP systems (specifically NetSuite and Anaplan) and within VAT reporting platforms Key Interfaces (Internal and External) Internal stakeholders include Finance, Legal, M&A, Risk, and the wider central functions and commercial teams External stakeholders include advisors, auditors and HMRC Other information Hybrid - 3 days in-office working, at least 1 day per week aligning with Group Head of Tax Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Business Protection Adviser £30,000 £33,000 basic + uncapped commission (OTE £100k+) + career growth + flexible benefits For experienced Protection Advisers ready to step into a more technical, specialist role, this is an opportunity to take your career to the next level. At LifeSearch, we ve spent over 25 years leading the way in protection advice. We re now entering one of the most exciting phases of our journey expanding partnerships, investing across the business, and building deeper expertise in high-value areas like Business Protection, Group Protection, and Inheritance Tax. If you re looking to move beyond standard advice and become a recognised expert in complex protection, this role is designed for you. What you ll be doing: Advising engaged clients (individuals and businesses) who are actively seeking protection solutions Delivering tailored recommendations across Business Protection, Group Protection, and Inheritance Tax planning Handling complex cases, including underwriting nuances and technical queries Providing high-quality, compliant advice that protects clients, families, and businesses Collaborating with key partners by sharing insights, feedback, and case studies Developing and maintaining long-term relationships with key wealth management partners. Maintaining accurate records and ensuring every case meets the highest standards What we re looking for: Proven experience writing Business Protection and Inheritance Tax cases (essential) Exposure to Group Protection (desirable, not essential) Strong experience working with high-net-worth wealth management clients In-depth knowledge of Personal Protection, Business Protection and Inheritance Tax products. Confidence handling complex, technical client needs Ability to work at pace without compromising on quality or compliance A proactive, ownership-driven mindset with a focus on continuous development A collaborative approach and willingness to support team success R05 qualification (preferred but not essential) Why this role stands out: This isn t just another adviser position it s a genuine step into a specialist role. You ll deepen your technical expertise, work on more complex and high-value cases, and become a go-to expert within the business. You ll also play a key role in elevating the wider team by sharing knowledge and helping drive technical excellence. What s in it for you: £30k £33k basic salary + uncapped commission (realistic OTE £100k+, with scope to exceed) Opportunity to specialise in high-value areas like Business Protection & IHT Consistent flow of high-quality, engaged client leads Ongoing training, coaching, and advanced technical development Flexible / hybrid working options across the UK Flexible benefits package tailored to what matters most to you What s the role like day-to-day? This is a fast-paced, high-performing environment where no two days are the same. You ll balance inbound, outbound, and follow-up conversations while managing your own pipeline and structuring your day effectively. Alongside advising clients, you ll act as a technical sounding board for colleagues and contribute to raising standards across the wider advice team.
May 14, 2026
Full time
Business Protection Adviser £30,000 £33,000 basic + uncapped commission (OTE £100k+) + career growth + flexible benefits For experienced Protection Advisers ready to step into a more technical, specialist role, this is an opportunity to take your career to the next level. At LifeSearch, we ve spent over 25 years leading the way in protection advice. We re now entering one of the most exciting phases of our journey expanding partnerships, investing across the business, and building deeper expertise in high-value areas like Business Protection, Group Protection, and Inheritance Tax. If you re looking to move beyond standard advice and become a recognised expert in complex protection, this role is designed for you. What you ll be doing: Advising engaged clients (individuals and businesses) who are actively seeking protection solutions Delivering tailored recommendations across Business Protection, Group Protection, and Inheritance Tax planning Handling complex cases, including underwriting nuances and technical queries Providing high-quality, compliant advice that protects clients, families, and businesses Collaborating with key partners by sharing insights, feedback, and case studies Developing and maintaining long-term relationships with key wealth management partners. Maintaining accurate records and ensuring every case meets the highest standards What we re looking for: Proven experience writing Business Protection and Inheritance Tax cases (essential) Exposure to Group Protection (desirable, not essential) Strong experience working with high-net-worth wealth management clients In-depth knowledge of Personal Protection, Business Protection and Inheritance Tax products. Confidence handling complex, technical client needs Ability to work at pace without compromising on quality or compliance A proactive, ownership-driven mindset with a focus on continuous development A collaborative approach and willingness to support team success R05 qualification (preferred but not essential) Why this role stands out: This isn t just another adviser position it s a genuine step into a specialist role. You ll deepen your technical expertise, work on more complex and high-value cases, and become a go-to expert within the business. You ll also play a key role in elevating the wider team by sharing knowledge and helping drive technical excellence. What s in it for you: £30k £33k basic salary + uncapped commission (realistic OTE £100k+, with scope to exceed) Opportunity to specialise in high-value areas like Business Protection & IHT Consistent flow of high-quality, engaged client leads Ongoing training, coaching, and advanced technical development Flexible / hybrid working options across the UK Flexible benefits package tailored to what matters most to you What s the role like day-to-day? This is a fast-paced, high-performing environment where no two days are the same. You ll balance inbound, outbound, and follow-up conversations while managing your own pipeline and structuring your day effectively. Alongside advising clients, you ll act as a technical sounding board for colleagues and contribute to raising standards across the wider advice team.
Independent Financial Adviser Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations. Key responsibilities include: Providing ongoing financial advice and support to existing clients Developing new financial services business alongside Partners and Fee Earners Reviewing client portfolios in line with ongoing service agreements Identifying client needs and researching the market to provide suitable recommendations Maintaining high performance and client care standards Keeping the firm s case management system fully up to date Ensuring all business activities are conducted compliantly and efficiently Working in accordance with firm policies, FCA regulations and best practice standards Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer Occasional travel to other offices may be required The Candidate The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills. Candidates should also demonstrate: Strong Microsoft Office skills, including Word, Excel and PowerPoint A strategic yet hands-on approach to work Excellent analytical and problem-solving abilities The ability to build strong working relationships at all levels The ability to work effectively under pressure and to deadlines A proactive attitude with strong integrity and empathy Team-oriented mindset with a good sense of humour Desirable experience includes: Degree-level education or equivalent experience Trust investment experience Experience using case management systems Understanding of confidentiality and data protection requirements The Package Monday to Friday working hours (9:00am - 5:15pm) Competitive salary depending on experience Regular performance related salary review Competitive holiday allowance Employee assistance programme Salary exchange pension scheme Life assurance (3x salary) Income protection Staff discount Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
May 14, 2026
Full time
Independent Financial Adviser Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations. Key responsibilities include: Providing ongoing financial advice and support to existing clients Developing new financial services business alongside Partners and Fee Earners Reviewing client portfolios in line with ongoing service agreements Identifying client needs and researching the market to provide suitable recommendations Maintaining high performance and client care standards Keeping the firm s case management system fully up to date Ensuring all business activities are conducted compliantly and efficiently Working in accordance with firm policies, FCA regulations and best practice standards Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer Occasional travel to other offices may be required The Candidate The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills. Candidates should also demonstrate: Strong Microsoft Office skills, including Word, Excel and PowerPoint A strategic yet hands-on approach to work Excellent analytical and problem-solving abilities The ability to build strong working relationships at all levels The ability to work effectively under pressure and to deadlines A proactive attitude with strong integrity and empathy Team-oriented mindset with a good sense of humour Desirable experience includes: Degree-level education or equivalent experience Trust investment experience Experience using case management systems Understanding of confidentiality and data protection requirements The Package Monday to Friday working hours (9:00am - 5:15pm) Competitive salary depending on experience Regular performance related salary review Competitive holiday allowance Employee assistance programme Salary exchange pension scheme Life assurance (3x salary) Income protection Staff discount Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Senior Private Client Lawyer (Solicitor or Chartered Legal Executive) Location: Hybrid working between Worthing and Hove Salary: 60,000 - 80,000 (DOE / PQE) An established and growing legal practice is seeking a senior private client lawyer to take a key role within its Private Client team. Applications are equally welcomed from experienced solicitors and Chartered Legal Executives (CILEx lawyers) with strong private client expertise. This is a senior appointment offering the opportunity to combine high-level technical work with team leadership and involvement in the strategic development of the department. The Role You will manage a varied and high-quality caseload of complex private client matters while supervising and supporting a team of between 2 and 5 qualified fee earners. The role calls for a confident, technically strong and commercially aware lawyer who enjoys developing people, building client relationships and contributing to long-term departmental growth. Key Responsibilities Handling a broad range of private client work including wills, LPAs, probate and estate administration, trusts, estate planning and, where relevant, Court of Protection matters. Advising a diverse client base, including high-net-worth individuals, families, and elderly or vulnerable clients, with professionalism, empathy and sound judgement. Managing complex and high-value estates, including multi-generational and inheritance tax planning matters. Maintaining and developing strong relationships with clients, referrers and third parties such as accountants, financial advisers, HMRC and the Probate Registry. Working autonomously on your own matters while collaborating closely with colleagues across the team. Supervising, mentoring and developing junior lawyers and support staff, fostering a supportive and high-performing team culture. Monitoring financial performance of matters, including billing, WIP and KPI targets, and encouraging commercial awareness within the team. Playing an active role in business development, networking and building your own client following. Ensuring compliance with all regulatory and professional standards. Acting as a positive role model and championing the firm's values across the department. About You A qualified solicitor or Chartered Legal Executive (CILEx) with around 5+ years' post-qualification experience in private client work. Strong technical knowledge of wills, probate, trusts, LPAs and inheritance tax planning. Proven experience of advising on complex private client matters, including HNW estates. Previous experience supervising or mentoring others is essential. STEP qualification, or working towards STEP, is desirable but not essential. Confident drafting, communication and organisational skills. Comfortable using case management systems (experience with Mattersphere is advantageous but not required). Skills & Competencies Excellent client-care skills, with particular sensitivity when working with elderly or vulnerable clients. Strong attention to detail and sound problem-solving ability. Ability to manage a varied caseload independently and prioritise effectively. A collaborative and supportive working style. Commercial awareness and enthusiasm for business development and profile-building. A genuine commitment to developing junior colleagues and contributing to a positive team environment. What's on Offer Salary of 60,000 - 80,000 depending on experience, expertise and PQE. Hybrid working arrangement split between Worthing and Hove. Clear career progression, including the opportunity to take on greater leadership and specialist responsibilities. Support for ongoing professional development, including STEP and CPD. A flexible, supportive and modern working environment with a strong team ethos. Any lawyers interested in this position with the experience listed above should contact Sam Higgins at Simpson Judge on (phone number removed) or via email at .
May 14, 2026
Full time
Senior Private Client Lawyer (Solicitor or Chartered Legal Executive) Location: Hybrid working between Worthing and Hove Salary: 60,000 - 80,000 (DOE / PQE) An established and growing legal practice is seeking a senior private client lawyer to take a key role within its Private Client team. Applications are equally welcomed from experienced solicitors and Chartered Legal Executives (CILEx lawyers) with strong private client expertise. This is a senior appointment offering the opportunity to combine high-level technical work with team leadership and involvement in the strategic development of the department. The Role You will manage a varied and high-quality caseload of complex private client matters while supervising and supporting a team of between 2 and 5 qualified fee earners. The role calls for a confident, technically strong and commercially aware lawyer who enjoys developing people, building client relationships and contributing to long-term departmental growth. Key Responsibilities Handling a broad range of private client work including wills, LPAs, probate and estate administration, trusts, estate planning and, where relevant, Court of Protection matters. Advising a diverse client base, including high-net-worth individuals, families, and elderly or vulnerable clients, with professionalism, empathy and sound judgement. Managing complex and high-value estates, including multi-generational and inheritance tax planning matters. Maintaining and developing strong relationships with clients, referrers and third parties such as accountants, financial advisers, HMRC and the Probate Registry. Working autonomously on your own matters while collaborating closely with colleagues across the team. Supervising, mentoring and developing junior lawyers and support staff, fostering a supportive and high-performing team culture. Monitoring financial performance of matters, including billing, WIP and KPI targets, and encouraging commercial awareness within the team. Playing an active role in business development, networking and building your own client following. Ensuring compliance with all regulatory and professional standards. Acting as a positive role model and championing the firm's values across the department. About You A qualified solicitor or Chartered Legal Executive (CILEx) with around 5+ years' post-qualification experience in private client work. Strong technical knowledge of wills, probate, trusts, LPAs and inheritance tax planning. Proven experience of advising on complex private client matters, including HNW estates. Previous experience supervising or mentoring others is essential. STEP qualification, or working towards STEP, is desirable but not essential. Confident drafting, communication and organisational skills. Comfortable using case management systems (experience with Mattersphere is advantageous but not required). Skills & Competencies Excellent client-care skills, with particular sensitivity when working with elderly or vulnerable clients. Strong attention to detail and sound problem-solving ability. Ability to manage a varied caseload independently and prioritise effectively. A collaborative and supportive working style. Commercial awareness and enthusiasm for business development and profile-building. A genuine commitment to developing junior colleagues and contributing to a positive team environment. What's on Offer Salary of 60,000 - 80,000 depending on experience, expertise and PQE. Hybrid working arrangement split between Worthing and Hove. Clear career progression, including the opportunity to take on greater leadership and specialist responsibilities. Support for ongoing professional development, including STEP and CPD. A flexible, supportive and modern working environment with a strong team ethos. Any lawyers interested in this position with the experience listed above should contact Sam Higgins at Simpson Judge on (phone number removed) or via email at .
Are you an experienced mortgage adviser looking for a role where warm, existing clients are waiting for your expertise? This Mortgage and Protection Consultant job offers the perfect blend of stability, earning potential and long term career growth. You will join a well established and highly respected brokerage known for exceptional customer retention. Working with clients whose mortgage deals are approaching renewal, you will have a steady flow of qualified leads, allowing you to focus on delivering quality advice and maximising protection opportunities. With dedicated support teams handling case progression and compliance, you can concentrate on what you do best advising. In this role, you will provide tailored mortgage and protection recommendations, manage your own pipeline from first contact to completion, and deliver compliant outcomes that build strong, long lasting relationships. Hybrid working becomes available once you achieve full CAS, and there is plenty of scope to increase your earnings through uncapped commission. Mortgage and Protection Consultant Requirements • You must have CeMAP 1 qualification (Full CeMap is preferable) • You must have previous experience providing regulated mortgage advice • You must be able to manage your own pipeline and work independently • You must have a strong track record in protection recommendations • You should have experience working with high volume, warm client banks The Company This brokerage has a strong regional footprint and a reputation for developing advisers from within. Known for its supportive culture and high performance environment, the team provides everything you need to thrive, from qualified leads to full administrative and compliance support. Mortgage and Protection Consultant Benefits • Basic salary £27,500 rising to £30,000 on achieving full CAS • OTE typically £45,000 to £60,000 plus • Uncapped commission structure • Office based role with hybrid working once fully signed off • Qualified leads provided daily • Supportive in house case management and compliance teams Location The role is office based within the North East region. Ideal candidates will live within a reasonable commuting distance. If you are an ambitious adviser seeking high quality leads, excellent earning potential and long term career progression, we encourage you to 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.
May 14, 2026
Full time
Are you an experienced mortgage adviser looking for a role where warm, existing clients are waiting for your expertise? This Mortgage and Protection Consultant job offers the perfect blend of stability, earning potential and long term career growth. You will join a well established and highly respected brokerage known for exceptional customer retention. Working with clients whose mortgage deals are approaching renewal, you will have a steady flow of qualified leads, allowing you to focus on delivering quality advice and maximising protection opportunities. With dedicated support teams handling case progression and compliance, you can concentrate on what you do best advising. In this role, you will provide tailored mortgage and protection recommendations, manage your own pipeline from first contact to completion, and deliver compliant outcomes that build strong, long lasting relationships. Hybrid working becomes available once you achieve full CAS, and there is plenty of scope to increase your earnings through uncapped commission. Mortgage and Protection Consultant Requirements • You must have CeMAP 1 qualification (Full CeMap is preferable) • You must have previous experience providing regulated mortgage advice • You must be able to manage your own pipeline and work independently • You must have a strong track record in protection recommendations • You should have experience working with high volume, warm client banks The Company This brokerage has a strong regional footprint and a reputation for developing advisers from within. Known for its supportive culture and high performance environment, the team provides everything you need to thrive, from qualified leads to full administrative and compliance support. Mortgage and Protection Consultant Benefits • Basic salary £27,500 rising to £30,000 on achieving full CAS • OTE typically £45,000 to £60,000 plus • Uncapped commission structure • Office based role with hybrid working once fully signed off • Qualified leads provided daily • Supportive in house case management and compliance teams Location The role is office based within the North East region. Ideal candidates will live within a reasonable commuting distance. If you are an ambitious adviser seeking high quality leads, excellent earning potential and long term career progression, we encourage you to 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.
We are looking for a high-calibre centralservices support administrator to join ourteam,the ideal candidate must have top notch communication skills and be able to troubleshoot and process work ina timelyand efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We'reproud thatwe'vebeen recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises onover £10.4billionof client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. What does this role look like? The key areas ofthe roleare as follows: Answering and directing calls that come in on the main line in a professional manner Assisting with Post Sorting duties, ensuring the correct action is taken for each type of post Managing the Group Mailbox, ensuring emails are effectively managed andforwardedonto the correct location Assistingwith outgoing mail Toassistwith various facilities functions, enabling the smooth running of the office Supporting diary and email management Assistingwith meeting booking What sort of person arewelooking for? Have a positive "can do" outlook on life Be well organised Happy to help clients and adviser with queries Manage adviser and client expectations efficiently Be reliable Experience within a financial planning environment is desirable. Where will I be working? We are looking for someone for ourWhiteleyofficebetween the hours of 09.00 - 17.00, we would like you to be in the office 5 daysa week .We'reincredibly flexible about when and how you work: wedon'twant anyone to be prevented from coming to work for Saltusas a result ofthe working pattern thatthey'relooking for. We are passionate about championing flexible working for our people, so ifthere'sa slightly different working pattern thatyou'relooking for, then please come and have a chat to us about it. What benefits do I get when working for Saltus? The salary is£23,500 - £25,000depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, incomeprotectionand a pension, alongside access to our flexible benefits platform. The role is 35 hours per week between the hours of9-5pm. Just as importantly,you'llget to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have an awful lot of fun along the way. If you thinkyou'dlike to come and join us, then please do get in touch we'dlove to hear from you!
May 14, 2026
Full time
We are looking for a high-calibre centralservices support administrator to join ourteam,the ideal candidate must have top notch communication skills and be able to troubleshoot and process work ina timelyand efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We'reproud thatwe'vebeen recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises onover £10.4billionof client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. What does this role look like? The key areas ofthe roleare as follows: Answering and directing calls that come in on the main line in a professional manner Assisting with Post Sorting duties, ensuring the correct action is taken for each type of post Managing the Group Mailbox, ensuring emails are effectively managed andforwardedonto the correct location Assistingwith outgoing mail Toassistwith various facilities functions, enabling the smooth running of the office Supporting diary and email management Assistingwith meeting booking What sort of person arewelooking for? Have a positive "can do" outlook on life Be well organised Happy to help clients and adviser with queries Manage adviser and client expectations efficiently Be reliable Experience within a financial planning environment is desirable. Where will I be working? We are looking for someone for ourWhiteleyofficebetween the hours of 09.00 - 17.00, we would like you to be in the office 5 daysa week .We'reincredibly flexible about when and how you work: wedon'twant anyone to be prevented from coming to work for Saltusas a result ofthe working pattern thatthey'relooking for. We are passionate about championing flexible working for our people, so ifthere'sa slightly different working pattern thatyou'relooking for, then please come and have a chat to us about it. What benefits do I get when working for Saltus? The salary is£23,500 - £25,000depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, incomeprotectionand a pension, alongside access to our flexible benefits platform. The role is 35 hours per week between the hours of9-5pm. Just as importantly,you'llget to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have an awful lot of fun along the way. If you thinkyou'dlike to come and join us, then please do get in touch we'dlove to hear from you!
This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven wealth management firm. This role is designed for someone who already operates at the top end of the market and has the ability to bring long standing relationships, introducer links and client connections with them. Instead of being confined by rigid structures or sales driven targets, you will have the autonomy to shape how high net worth planning is delivered, decide which professional partnerships to prioritise and influence how the service evolves. You will work with sophisticated HNW and UHNW clients who value thoughtful, strategic planning. With strong paraplanning, administrative and marketing support in place, you will be free to focus on relationship building, advice quality and long term growth of your own specialist division. Typical work will include: Providing holistic financial planning to HNW and UHNW clients Reviewing complex portfolios across pensions, investments and protection Bringing existing introducer connections and deepening new professional partnerships Using planning and cashflow tools to demonstrate long term strategies Helping shape and develop a specialist HNW proposition Growing, over time, a focused HNW team around you as demand increases High Net Worth and Ultra High Net Worth Financial Advisor Requirements Essential - Level 4 Diploma qualified Financial Adviser Essential - Proven experience advising HNW and UHNW clients with complex needs Essential - Ability to bring introducer relationships and client connections Desirable - Background in private banking, discretionary wealth or similar environment Desirable - Chartered or actively working towards Chartered status The Company You will be joining a growing, advice led wealth management firm that blends strong values with genuine adviser autonomy. They have the infrastructure, systems and support of an established business, while still offering the freedom for experienced advisers to carve out and lead their own specialist division. High Net Worth and Ultra High Net Worth Financial Advisor Benefits Basic salary upwards of £80,000 with flexibility for proven HNW specialists Bonus structure aligned to revenue generation and division growth Birmingham office base with flexibility around client and introducer meetings Strong paraplanning, administrative and marketing support Clear progression route to build and lead a HNW division Location Ideal for advisers based within a reasonable commute of Birmingham, with willingness to travel across the region for client and introducer meetings. If you want to build your own HNW proposition rather than simply service one, apply now for a confidential conversation. 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
May 14, 2026
Full time
This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven wealth management firm. This role is designed for someone who already operates at the top end of the market and has the ability to bring long standing relationships, introducer links and client connections with them. Instead of being confined by rigid structures or sales driven targets, you will have the autonomy to shape how high net worth planning is delivered, decide which professional partnerships to prioritise and influence how the service evolves. You will work with sophisticated HNW and UHNW clients who value thoughtful, strategic planning. With strong paraplanning, administrative and marketing support in place, you will be free to focus on relationship building, advice quality and long term growth of your own specialist division. Typical work will include: Providing holistic financial planning to HNW and UHNW clients Reviewing complex portfolios across pensions, investments and protection Bringing existing introducer connections and deepening new professional partnerships Using planning and cashflow tools to demonstrate long term strategies Helping shape and develop a specialist HNW proposition Growing, over time, a focused HNW team around you as demand increases High Net Worth and Ultra High Net Worth Financial Advisor Requirements Essential - Level 4 Diploma qualified Financial Adviser Essential - Proven experience advising HNW and UHNW clients with complex needs Essential - Ability to bring introducer relationships and client connections Desirable - Background in private banking, discretionary wealth or similar environment Desirable - Chartered or actively working towards Chartered status The Company You will be joining a growing, advice led wealth management firm that blends strong values with genuine adviser autonomy. They have the infrastructure, systems and support of an established business, while still offering the freedom for experienced advisers to carve out and lead their own specialist division. High Net Worth and Ultra High Net Worth Financial Advisor Benefits Basic salary upwards of £80,000 with flexibility for proven HNW specialists Bonus structure aligned to revenue generation and division growth Birmingham office base with flexibility around client and introducer meetings Strong paraplanning, administrative and marketing support Clear progression route to build and lead a HNW division Location Ideal for advisers based within a reasonable commute of Birmingham, with willingness to travel across the region for client and introducer meetings. If you want to build your own HNW proposition rather than simply service one, apply now for a confidential conversation. 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
Hearings Coordinator Salary: £33,817 - £39,783 pa Location: London Hybrid (2 days in the office, 3 days working from home) Contract: Fixed-term contract for 12 months Hours: Full-time Following an internal promotion, we have an exciting opportunity for a Hearings Coordinator in our Hearings team to play a central role in the provision of coordinated administrative support before and after hearings. The Hearings Coordinator will identify and resolve problems which arise during the run-up to hearings and will be responsible for post-hearing administration. The Dental Professionals Hearings Service (the Hearings Service) conducts hearings for cases investigated and brought by the General Dental Council (GDC). Cases are adjudicated by independent committees consisting of lay and dental professional panellists. The Hearings Service is administratively separated from the GDC. Hearings are formal adjudication proceedings. Decisions made at hearings can have serious consequences for the dental professionals and can be difficult and stressful for all those involved. Cases often include patients, witnesses and legal representatives. About the role: - Preparation of appropriate pre-hearing documentation for upcoming hearings, by liaising with panel members, hearings listing staff and internal and external legal teams. - Undertake appropriate post-hearings correspondence and document handling. - Document publications on the GDC website and Register, ensuring consistency of text and adhering to GDPR guidelines. - Coordinating and listing appeal applications. - Database (CRM) updating, quality control and reporting for external organisations. About you: - Experience of administration, with strong IT/Microsoft Office skills, as well as the ability to use data for reporting purposes. - Excellent written communication skills to read, understand and draft correspondence in response to complex documentation and legal advice; and verbal/interpersonal communication skills to liaise with a range of internal and external contacts, including panellists, advisers, registrants and appellants. - Ability to plan and prioritise work with strong time management, including monitoring key tasks and meeting strict deadlines, and adapting to unexpected developments. - Commitment to team working. - Ability to work sensitively with confidential information. Benefits: The GDC is committed to creating a diverse and inclusive workplace that provides an environment that reflects our values and culture and allows employees to flourish. To support this, we offer a range of family-friendly, inclusive employment policies, including flexible working arrangements from day one and employee networks that aid growth and development. Some of our benefits include: - 27 days' holiday (plus statutory) - rising to 30 days after 2 years service - Flexitime scheme - Employer pension contributions up to 10% - Buy/Sell annual leave - Enhanced Maternity, Paternity and Adoption leave from 1 year s service. - Life assurance, income protection plan and enhanced sick leave policy - Staff discounts, including eye care contributions and discounted gym membership How to apply: For further details and to apply, please click the apply button. As part of your supporting statement, please provide specific examples of your work experience that align with the role and person specification above, using the STAR format. Closing date: 23:59 on 21 May 2026. Please note that we reserve the right to bring this recruitment campaign to an end without notice, and we encourage all interested candidates to apply as soon as possible. The GDC is committed to equality and diversity. We encourage and support the recruitment, retention, and career development of people from as wide a range as possible of ethnic, cultural and social backgrounds.
May 14, 2026
Contractor
Hearings Coordinator Salary: £33,817 - £39,783 pa Location: London Hybrid (2 days in the office, 3 days working from home) Contract: Fixed-term contract for 12 months Hours: Full-time Following an internal promotion, we have an exciting opportunity for a Hearings Coordinator in our Hearings team to play a central role in the provision of coordinated administrative support before and after hearings. The Hearings Coordinator will identify and resolve problems which arise during the run-up to hearings and will be responsible for post-hearing administration. The Dental Professionals Hearings Service (the Hearings Service) conducts hearings for cases investigated and brought by the General Dental Council (GDC). Cases are adjudicated by independent committees consisting of lay and dental professional panellists. The Hearings Service is administratively separated from the GDC. Hearings are formal adjudication proceedings. Decisions made at hearings can have serious consequences for the dental professionals and can be difficult and stressful for all those involved. Cases often include patients, witnesses and legal representatives. About the role: - Preparation of appropriate pre-hearing documentation for upcoming hearings, by liaising with panel members, hearings listing staff and internal and external legal teams. - Undertake appropriate post-hearings correspondence and document handling. - Document publications on the GDC website and Register, ensuring consistency of text and adhering to GDPR guidelines. - Coordinating and listing appeal applications. - Database (CRM) updating, quality control and reporting for external organisations. About you: - Experience of administration, with strong IT/Microsoft Office skills, as well as the ability to use data for reporting purposes. - Excellent written communication skills to read, understand and draft correspondence in response to complex documentation and legal advice; and verbal/interpersonal communication skills to liaise with a range of internal and external contacts, including panellists, advisers, registrants and appellants. - Ability to plan and prioritise work with strong time management, including monitoring key tasks and meeting strict deadlines, and adapting to unexpected developments. - Commitment to team working. - Ability to work sensitively with confidential information. Benefits: The GDC is committed to creating a diverse and inclusive workplace that provides an environment that reflects our values and culture and allows employees to flourish. To support this, we offer a range of family-friendly, inclusive employment policies, including flexible working arrangements from day one and employee networks that aid growth and development. Some of our benefits include: - 27 days' holiday (plus statutory) - rising to 30 days after 2 years service - Flexitime scheme - Employer pension contributions up to 10% - Buy/Sell annual leave - Enhanced Maternity, Paternity and Adoption leave from 1 year s service. - Life assurance, income protection plan and enhanced sick leave policy - Staff discounts, including eye care contributions and discounted gym membership How to apply: For further details and to apply, please click the apply button. As part of your supporting statement, please provide specific examples of your work experience that align with the role and person specification above, using the STAR format. Closing date: 23:59 on 21 May 2026. Please note that we reserve the right to bring this recruitment campaign to an end without notice, and we encourage all interested candidates to apply as soon as possible. The GDC is committed to equality and diversity. We encourage and support the recruitment, retention, and career development of people from as wide a range as possible of ethnic, cultural and social backgrounds.
