We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today!
May 24, 2026
Full time
We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today!
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 24, 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.
Health Physicist Location: PO12 2DL , located Alverstoke (near Lee-On-Solent, Gosport) with free onsite parking . Package: 38,020 - 57,020 (depending on your suitability and level of experience) Working pattern: We will consider flexible working requests so that your work may fit in with your lifestyle. Just let us know your preferred working pattern on your application. Ready to play your part? At AWE, it's not just a job, it's far more than that. Our shared purpose is to help keep the nation safe. Could this role be the opportunity for you to play your part? AWE is looking for a Health Physicist for the Defence Radiation Protection Services (DRPS) Group which provides UK Defence and Security with ionising and non-ionising radiation protection advice. As a health Physicist, you will provide independent, high-quality radiation protection and dosimetry support, ensuring AWE and its customers remain compliant with the Ionising Radiations Regulations 2017 and other relevant legislation. You will use your technical expertise in radiation protection, health physics and/or dosimetry to support core services, justify technical practices, and contribute to continuous improvement across the business. As part of this role, you will be supported with professional development opportunities to progress your career towards becoming a Radiation Protection Adviser (RPA) . Who are we looking for? We do need you to have the following: A QCF Level 4 qualification in a radiation protection or health physics (or equivalent knowledge gained through experience). Experience working in a technical or scientific role within a regulated environment. Working in a professional radiation protection or dosimetry role. A working understanding of radiation protection, radiological metrology and/or dosimetry. Good written and verbal communication skills, with the ability to explain technical information clearly. Strong attention to detail, good numeracy and concise recordkeeping skills. Ability to prioritise work effectively and manage time efficiently. Willingness and ability to obtain and maintain the required security clearance. Willingness and ability to work in designated (radiological) areas. Whilst not to be considered a tick list, we'd like you to have experience in some of the following: Working in a professional radiation protection or dosimetry role within a UK defence environment. Supporting or delivering radiation protection and dosimetry services. Providing technical justification for practices to meet regulatory or industry standards. Communicating complex technical work to a wide range of audiences. Supporting improvement projects within radiation protection, health physics or dosimetry. Training, mentoring or providing technical guidance to others. Experience working with safe systems of work and change management in externally regulated environments. Membership of a relevant professional body and/or a QCF Level 6 qualification in science. Work hard, be rewarded: We ask a lot and set the bar high because our work truly matters. In return we offer balance, with award winning benefits including: 270 hours of annual leave. Market leading contributory pension scheme (we will pay between 9% and 13% of your pensionable pay depending on your contributions). Family friendly policies: Maternity Leave - 39 Weeks Full Pay and Paternity Leave - 4 Weeks Full Pay. Opportunities for Professional Career Development including funding for annual membership of a relevant professional body. Employee Assistance Programme and Occupational Health Services. Life Assurance (4 x annual salary). Discounts - access to savings on a wide range of everyday spending. Special Leave Policy including paid time off for volunteering, public service (including reserve forces) and caring. The 'Working at AWE' page on our website is where you can find full details in the 'AWE Benefits Guide'. It is anticipated that the successful candidate will spend the majority of their time working on site at AWE Alverstoke.
May 24, 2026
Full time
Health Physicist Location: PO12 2DL , located Alverstoke (near Lee-On-Solent, Gosport) with free onsite parking . Package: 38,020 - 57,020 (depending on your suitability and level of experience) Working pattern: We will consider flexible working requests so that your work may fit in with your lifestyle. Just let us know your preferred working pattern on your application. Ready to play your part? At AWE, it's not just a job, it's far more than that. Our shared purpose is to help keep the nation safe. Could this role be the opportunity for you to play your part? AWE is looking for a Health Physicist for the Defence Radiation Protection Services (DRPS) Group which provides UK Defence and Security with ionising and non-ionising radiation protection advice. As a health Physicist, you will provide independent, high-quality radiation protection and dosimetry support, ensuring AWE and its customers remain compliant with the Ionising Radiations Regulations 2017 and other relevant legislation. You will use your technical expertise in radiation protection, health physics and/or dosimetry to support core services, justify technical practices, and contribute to continuous improvement across the business. As part of this role, you will be supported with professional development opportunities to progress your career towards becoming a Radiation Protection Adviser (RPA) . Who are we looking for? We do need you to have the following: A QCF Level 4 qualification in a radiation protection or health physics (or equivalent knowledge gained through experience). Experience working in a technical or scientific role within a regulated environment. Working in a professional radiation protection or dosimetry role. A working understanding of radiation protection, radiological metrology and/or dosimetry. Good written and verbal communication skills, with the ability to explain technical information clearly. Strong attention to detail, good numeracy and concise recordkeeping skills. Ability to prioritise work effectively and manage time efficiently. Willingness and ability to obtain and maintain the required security clearance. Willingness and ability to work in designated (radiological) areas. Whilst not to be considered a tick list, we'd like you to have experience in some of the following: Working in a professional radiation protection or dosimetry role within a UK defence environment. Supporting or delivering radiation protection and dosimetry services. Providing technical justification for practices to meet regulatory or industry standards. Communicating complex technical work to a wide range of audiences. Supporting improvement projects within radiation protection, health physics or dosimetry. Training, mentoring or providing technical guidance to others. Experience working with safe systems of work and change management in externally regulated environments. Membership of a relevant professional body and/or a QCF Level 6 qualification in science. Work hard, be rewarded: We ask a lot and set the bar high because our work truly matters. In return we offer balance, with award winning benefits including: 270 hours of annual leave. Market leading contributory pension scheme (we will pay between 9% and 13% of your pensionable pay depending on your contributions). Family friendly policies: Maternity Leave - 39 Weeks Full Pay and Paternity Leave - 4 Weeks Full Pay. Opportunities for Professional Career Development including funding for annual membership of a relevant professional body. Employee Assistance Programme and Occupational Health Services. Life Assurance (4 x annual salary). Discounts - access to savings on a wide range of everyday spending. Special Leave Policy including paid time off for volunteering, public service (including reserve forces) and caring. The 'Working at AWE' page on our website is where you can find full details in the 'AWE Benefits Guide'. It is anticipated that the successful candidate will spend the majority of their time working on site at AWE Alverstoke.
Financial Planning Administrator Tunbridge Wells (Kent) offices Salary up to £38k plus bonuses 4 days in the office per week My client are a boutique financial planning practice with offices in Tunbridge Wells (Kent) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. They have a focus on working with HNW families and dealing with lots of intergenerational planning and working with all levels of a family. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, estate planning, IHT, Trusts etc. They have very longstanding relations with local businesses and solicitors who refer business to them. Due to an influx of new business they are seeking a senior administrator to help with all new enquiries they have coming in through recommendation and referral. You will have 3+ years of solid administration experience within a financial planning practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. Knowledge of any of the following would be highly advantageous - Quilter, Scottish Widows, N&G, Microsoft Lists, Voyant, FE Analytics. If this role sounds of interest or any other roles I am working on please get in touch.
May 24, 2026
Full time
Financial Planning Administrator Tunbridge Wells (Kent) offices Salary up to £38k plus bonuses 4 days in the office per week My client are a boutique financial planning practice with offices in Tunbridge Wells (Kent) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. They have a focus on working with HNW families and dealing with lots of intergenerational planning and working with all levels of a family. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, estate planning, IHT, Trusts etc. They have very longstanding relations with local businesses and solicitors who refer business to them. Due to an influx of new business they are seeking a senior administrator to help with all new enquiries they have coming in through recommendation and referral. You will have 3+ years of solid administration experience within a financial planning practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. Knowledge of any of the following would be highly advantageous - Quilter, Scottish Widows, N&G, Microsoft Lists, Voyant, FE Analytics. If this role sounds of interest or any other roles I am working on please get in touch.
Protection Broker - Personal & Business Protection We're looking for a driven Protection Broker who knows their way around Life Insurance, CIC and ASU, but also understands the real value of business protection. This is more than a standard protection role. You'll be advising clients across both personal and commercial needs, helping individuals and business owners protect what matters most. Responsibilities: Advising on Life Insurance, Critical Illness Cover and Income Protection Building long-term client relationships and identifying protection gaps Working closely with advisers and business owners on holistic planning Delivering tailored solutions for business clients, including: Key Person Insurance Shareholder/Partnership Protection Business Loan Protection Relevant Life Cover Executive Income Protection Experience required: Proven track record in protection insurance sales a must Strong knowledge of personal protection products (Life, CIC, Income Protection/ASU) Understanding of business protection solutions (Key Person, Shareholder Protection, Business Loan Protection etc) Commercial mindset with the ability to spot opportunities Confident communicator who builds trust quickly Up to £35 - 50k Basic (Dependent on experience) plus uncapped monthly commission
May 24, 2026
Full time
Protection Broker - Personal & Business Protection We're looking for a driven Protection Broker who knows their way around Life Insurance, CIC and ASU, but also understands the real value of business protection. This is more than a standard protection role. You'll be advising clients across both personal and commercial needs, helping individuals and business owners protect what matters most. Responsibilities: Advising on Life Insurance, Critical Illness Cover and Income Protection Building long-term client relationships and identifying protection gaps Working closely with advisers and business owners on holistic planning Delivering tailored solutions for business clients, including: Key Person Insurance Shareholder/Partnership Protection Business Loan Protection Relevant Life Cover Executive Income Protection Experience required: Proven track record in protection insurance sales a must Strong knowledge of personal protection products (Life, CIC, Income Protection/ASU) Understanding of business protection solutions (Key Person, Shareholder Protection, Business Loan Protection etc) Commercial mindset with the ability to spot opportunities Confident communicator who builds trust quickly Up to £35 - 50k Basic (Dependent on experience) plus uncapped monthly commission
Ready to take charge of a high potential sales patch in one of Scotland's vibrant farming regions? A respected agricultural cooperative is looking for a results driven Area Sales Manager to lead growth across Ayrshire and Lanarkshire. If you know the agri sector inside out and thrive on building relationships, this is your chance to join a business with real influence, stability, and community impact. Why This Role Stands Out This isn't just another sales job. You'll be the trusted face of a well established cooperative with deep ties to the rural economy. Supporting farmers, shaping product strategy, and driving commercial success across your territory. What You'll Be Doing • Growing and managing relationships with farmers, growers, and rural businesses • Selling a wide portfolio of proven agricultural products and services • Providing hands on technical advice backed by strong product knowledge • Spotting opportunities and driving profitable growth • Getting out on farm, attending shows, and being a visible presence in the region • Working closely with internal teams to deliver an exceptional member experience What You'll Bring • Solid, proven agricultural sales experience is absolutely essential • A genuine understanding of UK farming practices and current industry pressures • The ability to build rapport quickly and become a trusted adviser • A proactive mindset, someone who owns their patch and drives results • Strong communication, organisation, and negotiation skills • Full UK driving licence What You'll Get • A stable, highly regarded employer with strong values and member led principles • Autonomy, flexibility, and support from an experienced and friendly team • Competitive salary, company vehicle, and a well rounded benefits package • Clear long term progression and development opportunities • The chance to make a real difference within local farming communities How do I apply? For more information and an informal confidential discussion please call Ollie O'Driscoll on: or e-mail your CV and covering letter To . Thank you. De Lacy Executive will upload your CV to our database and retain some data about you in order to process your application. More information about our processing activities can be found at . Please be assured that all contact is treated in complete confidence and your details will not be passed to a third party without your prior permission. Please note that this advertisement is not a job description and you should satisfy yourself about the full details at interview. De Lacy Executive is an Approved member of the Recruitment and Employment Confederation, which promotes high standards in recruitment practice, and is registered with the Information Commissioners Office. De Lacy Executive complies with all relevant data protection legislation.
May 23, 2026
Full time
Ready to take charge of a high potential sales patch in one of Scotland's vibrant farming regions? A respected agricultural cooperative is looking for a results driven Area Sales Manager to lead growth across Ayrshire and Lanarkshire. If you know the agri sector inside out and thrive on building relationships, this is your chance to join a business with real influence, stability, and community impact. Why This Role Stands Out This isn't just another sales job. You'll be the trusted face of a well established cooperative with deep ties to the rural economy. Supporting farmers, shaping product strategy, and driving commercial success across your territory. What You'll Be Doing • Growing and managing relationships with farmers, growers, and rural businesses • Selling a wide portfolio of proven agricultural products and services • Providing hands on technical advice backed by strong product knowledge • Spotting opportunities and driving profitable growth • Getting out on farm, attending shows, and being a visible presence in the region • Working closely with internal teams to deliver an exceptional member experience What You'll Bring • Solid, proven agricultural sales experience is absolutely essential • A genuine understanding of UK farming practices and current industry pressures • The ability to build rapport quickly and become a trusted adviser • A proactive mindset, someone who owns their patch and drives results • Strong communication, organisation, and negotiation skills • Full UK driving licence What You'll Get • A stable, highly regarded employer with strong values and member led principles • Autonomy, flexibility, and support from an experienced and friendly team • Competitive salary, company vehicle, and a well rounded benefits package • Clear long term progression and development opportunities • The chance to make a real difference within local farming communities How do I apply? For more information and an informal confidential discussion please call Ollie O'Driscoll on: or e-mail your CV and covering letter To . Thank you. De Lacy Executive will upload your CV to our database and retain some data about you in order to process your application. More information about our processing activities can be found at . Please be assured that all contact is treated in complete confidence and your details will not be passed to a third party without your prior permission. Please note that this advertisement is not a job description and you should satisfy yourself about the full details at interview. De Lacy Executive is an Approved member of the Recruitment and Employment Confederation, which promotes high standards in recruitment practice, and is registered with the Information Commissioners Office. De Lacy Executive complies with all relevant data protection legislation.
Financial Administrator/IFA Administrator Nr Worcester - office based Salary - £30,000 - £34,000 (DOE) + benefits Are you an organised, proactive and people focused administrator looking for your next step in financial services? This role puts you right at the heart of a busy Wealth Management office, supporting advisers, clients and providers to keep everything running smoothly. If you love variety, accuracy and being the go to person who keeps the wheels turning, this one's for you. What You'll Be Doing Managing day-to-day administration across pensions, investments and protection Handling client queries (phone & email) with confidence and professionalism Processing new business and preparing client review packs Coordinating adviser diaries and arranging client meetings Requesting illustrations and supporting the advice process Maintaining accurate client records and ensuring files are compliant Providing essential back-office support to the wider team What You'll Bring Experience working in a Financial Planning or Wealth Management environment Strong communication skills and a friendly, professional manner Excellent organisation, multitasking and prioritisation abilities High attention to detail, especially with written correspondence Confidence using IT systems (Outlook, Word, Excel, Teams) Ability to learn platforms such as IO and provider systems A positive, team focused attitude What's On Offer 25 days holiday + bank holidays Holiday purchase scheme In-house training academy & ongoing development Annual salary review Birthday day off Life assurance & pension Enhanced parental leave If you're motivated, detail driven and enjoy supporting clients and advisers to deliver a first class service, this role offers a brilliant opportunity to grow your career in financial services.
May 23, 2026
Full time
Financial Administrator/IFA Administrator Nr Worcester - office based Salary - £30,000 - £34,000 (DOE) + benefits Are you an organised, proactive and people focused administrator looking for your next step in financial services? This role puts you right at the heart of a busy Wealth Management office, supporting advisers, clients and providers to keep everything running smoothly. If you love variety, accuracy and being the go to person who keeps the wheels turning, this one's for you. What You'll Be Doing Managing day-to-day administration across pensions, investments and protection Handling client queries (phone & email) with confidence and professionalism Processing new business and preparing client review packs Coordinating adviser diaries and arranging client meetings Requesting illustrations and supporting the advice process Maintaining accurate client records and ensuring files are compliant Providing essential back-office support to the wider team What You'll Bring Experience working in a Financial Planning or Wealth Management environment Strong communication skills and a friendly, professional manner Excellent organisation, multitasking and prioritisation abilities High attention to detail, especially with written correspondence Confidence using IT systems (Outlook, Word, Excel, Teams) Ability to learn platforms such as IO and provider systems A positive, team focused attitude What's On Offer 25 days holiday + bank holidays Holiday purchase scheme In-house training academy & ongoing development Annual salary review Birthday day off Life assurance & pension Enhanced parental leave If you're motivated, detail driven and enjoy supporting clients and advisers to deliver a first class service, this role offers a brilliant opportunity to grow your career in financial services.
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 23, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
May 23, 2026
Full time
Junior Financial Adviser West Yorkshire Up to £40,000 DOE + Bonus NJR Recruitment are delighted to be working with a highly regarded Chartered Financial Planning firm who are looking to recruit a motivated and ambitious Junior Financial Adviser to join their growing team covering the West Yorkshire area. This is an excellent opportunity for an adviser in the early stages of their career who is looking to join a supportive and forward-thinking firm where long-term development is genuinely encouraged. The business offers a relaxed and collaborative culture - far removed from the "stuffy corporate" environment - whilst maintaining exceptionally high standards of client service and advice. You will inherit an existing client bank of around 50 clients , providing an excellent platform to build upon, whilst also being encouraged and supported to develop new business and grow your own portfolio over time. The Role Managing and developing an inherited client bank Providing holistic financial planning advice across pensions, investments and protection Building long-term relationships with clients through ongoing servicing and support Identifying opportunities to generate and develop new business Conducting client reviews and ensuring high-quality advice delivery Working closely with paraplanning and administration support teams Progressing professionally towards Chartered status over time About You Minimum 1 year's experience giving regulated financial advice Must hold CAS Status Minimum Level 4 Diploma qualified Chartered status desirable, or willingness to work towards this Strong client relationship and communication skills Good all-round knowledge of financial planning products and advice processes Motivated, driven and keen to build a successful client bank Professional but personable approach Full UK driving licence and own vehicle essential What's on Offer Salary up to £40,000 DOE Excellent Bonus scheme Existing client bank provided Ongoing development and progression support Flexi-hours and supportive working culture Private Medical Insurance (PMI) Death in Service (DIS) benefit Relaxed and collaborative office environment Long-term career opportunity within a Chartered firm This is a fantastic opportunity for a hungry and career-driven adviser looking to develop within a high-quality Chartered practice that values relationships, development and long-term success. For a confidential discussion, please contact NJR Recruitment quoting NJR16700
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
May 23, 2026
Full time
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
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 23, 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.
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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 23, 2026
Full time
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.
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 23, 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
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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 23, 2026
Full time
Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
May 23, 2026
Full time
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
May 23, 2026
Full time
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
Our client is a well-established independent financial advisory business, holding Chartered status, named a winner in the "Best Firms to Work For" category at the Professional Adviser Awards 2026. Midlands - employed Financial Planner: Basic salary is up to £70,000 + £6,000 car allowance and then bonus on top With services available from locations across the East Midlands and London, their passion for providing the highest quality service means you can enjoy the best of both worlds - dedicated personal service and tailored wealth solutions, with appointments offered in-person and online. They provide fully independent advice to personal and corporate clients, including investment management, retirement planning and protection solutions for individuals and businesses." This is a well-established IFA company, which also has some exciting growth plans. They have a lot of investment in their business as they are part of a highly respected high net worth accountancy firm. Professional requirements for Financial Planner role. Excellent communication, interpersonal, presentation and relationship-building skills, with the confidence to ask clients insightful and appropriate questions. Strong active listening skills, with the ability to explain complex financial concepts clearly and in a way clients can easily understand. Qualified to Diploma Level 4 or above, with a clear commitment to continued professional development and further advancement through examinations. Holds a current and valid Statement of Professional Standing (SPS).
May 23, 2026
Full time
Our client is a well-established independent financial advisory business, holding Chartered status, named a winner in the "Best Firms to Work For" category at the Professional Adviser Awards 2026. Midlands - employed Financial Planner: Basic salary is up to £70,000 + £6,000 car allowance and then bonus on top With services available from locations across the East Midlands and London, their passion for providing the highest quality service means you can enjoy the best of both worlds - dedicated personal service and tailored wealth solutions, with appointments offered in-person and online. They provide fully independent advice to personal and corporate clients, including investment management, retirement planning and protection solutions for individuals and businesses." This is a well-established IFA company, which also has some exciting growth plans. They have a lot of investment in their business as they are part of a highly respected high net worth accountancy firm. Professional requirements for Financial Planner role. Excellent communication, interpersonal, presentation and relationship-building skills, with the confidence to ask clients insightful and appropriate questions. Strong active listening skills, with the ability to explain complex financial concepts clearly and in a way clients can easily understand. Qualified to Diploma Level 4 or above, with a clear commitment to continued professional development and further advancement through examinations. Holds a current and valid Statement of Professional Standing (SPS).
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
May 23, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
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. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
May 23, 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. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
May 23, 2026
Full time
Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
