544 jobs found

The Role A leading national IFA firm is seeking an experienced Regional Director to oversee and grow its Midlands business. This is a senior, second-line leadership role with responsibility for driving performance, leading teams, and delivering strategic growth. Key Responsibilities Lead and develop a team of Regional Managers and Financial Planners Drive regional performance, ensuring strong revenue growth and client outcomes Identify and execute business growth opportunities, including: Adviser recruitment Practice acquisitions Strategic partnerships and joint ventures Maintain a consistent focus on client experience and quality of advice About You Proven experience in a senior leadership role within financial planning / IFA Track record of leading high-performing teams Strong commercial awareness and experience driving business growth initiatives Passion for delivering excellent client outcomes Ability to operate effectively at a strategic and operational level What's on Offer Basic salary up to £100,000 Attractive bonus structure Full benefits package including pension Opportunity to play a key role in a growing, national business

This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years. The successful applicant will have some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice. You will now want to achieve a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients. There is the option to work from home or from our office, with our advisers using both arrangements. You will benefit from the support of experienced management and administration teams. Ongoing training is offered, based on your personal development needs, to ensure you are competent and confident in dealing with clients. Your business development will be supported by our network, Quilter Financial Planning, a leading UK financial services business. Meetings may be completed remotely, although we also meet clients face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland. Should you be able to demonstrate integrity, be highly competitive, and be keen to progress as an adviser with real support and guidance, this position could be an excellent opportunity for you. We offer either a self-employed contract (with an initial draw) or an employed package with benefits. For an employed adviser, this would be a 26k pa salary + bonus = 53k pa OTE. For a self-employed adviser, this would be 64.8k pa OTE (initial financial support is available). To apply, please submit your CV plus covering mail (explaining your current situation and your objectives for your future). REF-(Apply online only)

Excellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Role - Business Development Manager Drive Growth. Build Relationships. Create Opportunity. Fresh People are delighted to be partnering with a highly respected independent accountancy and advisory practice with an established reputation across Audit, Tax, Corporate Finance, Wealth Management and Business Advisory services. Following continued growth and investment, we are seeking an ambitious and commercially driven Business Development Manager to work alongside the firm's senior leadership team, helping to identify new opportunities, strengthen strategic relationships and support the next phase of growth. This is an outstanding opportunity for an experienced Business Development professional who enjoys building relationships, opening doors, creating opportunities and becoming a trusted adviser within the business community. Why Join? • Join a highly respected and growing professional services firm • Work closely with Partners, Directors and senior leadership teams • Play a key role in driving strategic growth initiatives • Build relationships across Kent, London and the South East business community • Opportunity to influence future growth plans and commercial strategy • Clear progression opportunities within a growing organisation The Role As Business Development Manager, you will be responsible for developing new business opportunities whilst strengthening relationships with existing clients, professional introducers and strategic partners. Key responsibilities will include: • Identifying and developing new business opportunities across multiple service lines • Building and managing a strong pipeline of prospective clients • Developing relationships with business owners, SMEs and corporate organisations • Establishing and maintaining relationships with professional introducers including solicitors, banks, IFAs and consultants • Supporting Partners with networking, client development and relationship-building activities • Identifying cross-selling and upselling opportunities across existing client portfolios • Attending networking events, industry functions and client meetings • Supporting proposal creation, presentations and business pitches • Monitoring pipeline activity and reporting on business development performance • Working collaboratively with marketing and leadership teams to maximise growth opportunities About You We are interested in speaking with candidates who can demonstrate: • Proven success within a Business Development, Client Relationship or Commercial Growth role • Experience within professional services, accountancy, legal, financial services, consultancy or a relationship-led B2B environment • Strong networking and relationship-building capabilities • Confidence engaging with business owners, directors and senior stakeholders • A track record of generating opportunities and converting relationships into revenue • Excellent communication, presentation and influencing skills • A proactive, self-motivated and entrepreneurial approach If you enjoy developing relationships, creating opportunities and helping businesses grow, we would be delighted to hear from you. Apply today with your CV for a confidential discussion.

Senior Technical Paraplanner £45,000-£55000 Gloucestershire Hybrid Working This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards. The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection. You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function. The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships. The Work The role sits within a technically strong planning team, supporting advisers with: Complex financial planning casework and technical analysis Production of detailed suitability reports and client recommendations Input into retirement, investment, and protection strategies Collaboration with advisers on planning solutions for existing and new clients Liaison with clients where required, including high-net-worth individuals Maintaining consistently high standards of technical output and compliance What Good Looks Like This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process. You will likely bring: 3+ years' experience in paraplanning or technical financial planning roles Diploma qualified (DipPFS or equivalent) Strong technical knowledge across pensions, investments, retirement planning, and protection Confident use of financial planning tools such as Voyant, CashCalc, and similar cashflow/modelling platforms High-quality report writing and communication skills A detail-focused, methodical approach to work Environment This is a stable, well-structured Financial Planning business with a strong reputation for quality over volume. The team is collaborative, technically capable, and focused on delivering long-term value for clients rather than transactional output. Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes. Package Profit share scheme Clear long-term progression and development pathway 28 days holiday (with option to purchase additional leave) Life assurance (6x salary) Health & wellbeing benefits Enhanced family leave policies Hybrid working and on-site parking For full details and a confidential discussion, please reach out to Ellis Mears at EJP.

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .

PERMANENT REMOTE PARAPLANNER JOB - MUST BE ABLE TO COMMUTE TO SHEFFIELD FOR MEETINGS £34K Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day)Salary£30,000 - £34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .

This is a self-employed role, located in the London Home Countries with flexible remote working available What's in it for you? All leads provided throughout Full training, guidance and support to help you create your own network and client book Commission splits of 70% APE for leads provided and 150% APE for any self-generated leads Fully flexible remote working Admin support available Are you passionate about people, are you looking to become a protection adviser and help someone make what could be the most important choice they make? Are you looking for the support and guidance to help you become a successful? Are you an experienced protection adviser unhappy where you are and wanting to move the move? Thomas Oliver UK LLP are recruiting multiple protection advisers to join their existing team to help continue the first-class protection advice they provide their clients. Working on a self-employed basis you will be provided with full leads along with the support and guidance for you to start generating your own network and client book. What you'll need to Experienced in advising on protection policies ideal but not essential Understanding of the protection products Are you based in or around the London Home Counties of Berkshire, Buckinghamshire, Essex, Hertfordshire, Kent, and Surrey Fluent in either Turkish, Punjabi, Urdu, Hindi, Cantonese, Mandarin, English, Jamaican Patrois, Romanian, Arabic, Nigerian, Filipino would be ideal but not essential Customer sales experience Customer service experience A customer focused attitude Excellent organisational skills Excellent communication skills, both verbal and written Be able to comfortably work self employed Thomas Oliver UK LLP are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Senior Tax Analyst role within a global organisation offering broad UK and international tax exposure Your new company My client is a FTSE 250 listed organisation with a global reach. A specialist in their field, with a fast moving and forever developing product and service line. A new opportunity is available in their tax team, ideal for a first move from practice, with a focus on Corporation and International Tax. Your new role You will: Prepare UK corporation tax computations and returns.Assist with tracking international tax payments and preparing supporting schedules.Prepare year-end and half-year tax reporting calculations under IFRS using OneSource.Prepare tax notes for statutory financial statements of UK entities.Assist with VAT/Customs Duty projects and e-invoicing mandate implementations.Support employment tax queries, including liaising with HR and advisers on global mobility questions.Work with the finance for Country-by-Country (CbC) reporting and Pillar Two calculations.Assist in the preparation of transfer pricing calculations and work with advisers to prepare TP local files.Support international expansion projects by collecting data and preparing initial compliance assessments.Assist with withholding tax residency certificate applications and completion of WHT returns. What you'll need to succeed You are a qualified tax professional with UK corporate tax compliance experience. This role allows you to develop your skills further across international tax and transfer pricing with no previous experience needed. If you are part-qualified and nearing the end of your qualification, you will also be considered. What you'll get in return You will receive a salary dependent on experience up to £70,000. There is a 10% bonus, private medical and an excellent hybrid working arrangement with only two days in the office, parking available on site. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to , or call us now on If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Do you have excellent interpersonal and communication skills, with good attention to detail? Our client, a growing wealth management platform, is looking for a Client Services Executive to join their Bath based team. Your responsibilities: Manage daily tasks, ensuring high service levels and quality Serve as the primary contact for customers, advisers, and third parties across all channels Identify client solutions, enhance the customer journey, and suggest process improvements Participate in team meetings, providing feedback to Operations Managers and contributing to Consumer Duty goals Understand and follow regulations, swiftly escalate incidents, and support root cause analysis Complete mandatory training on risk, confidentiality, data security, GDPR, and CASS rules Your skills: Excellent interpersonal, communication, and telephone skills Ability to work independently and in a team to meet objectives Strong data processing and analytical skills with attention to detail Self-motivated, proactive, and eager to learn Experience in handling phone calls and platform knowledge (training provided) Knowledge of ISA/SIPP, financial services qualifications, and an interest in financial markets If this sounds like you, please apply today.

Reed in Partnership has been delivering public services since 1998. We are a family-owned company, whose mission has always been to positively transform people and their communities. This is reflected in our services, which we deliver to help people from all backgrounds and circumstances to change their lives for the better. Are you passionate about making a difference and helping others to fulfil their potential? Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact? Then consider the role ofEmployment Adviserat Reed in Partnership! Please note, internal applications for this role close on 12/06/2026. Who we are: Reed in Partnership's Employability Division aims to positively transform lives by helping individuals who are unemployed, economically inactive, or facing challenges such as health conditions, disabilities, or caring responsibilities to find sustainable employment. Through a wide range of tailored support services including one-to-one careers guidance, CV writing, interview preparation, and skills training, we have supported over 250,000 people on their journey into work. Our Restart Scheme, funded by the Department for Work and Pensions (DWP), focuses specifically on supporting the long-term unemployed who are referred and mandated to the scheme by their local Job Centre Plus. We provide them with up to 12 months of personalised support to enter or re-enter the workforce. What is the role about? Employment Advisers are the front line of Reed in Partnership, directly contributing to our mission by supporting jobseekers (our participants), engaging with local employers, and promoting the benefits of the Restart Scheme within the local community. Our participants are the lifeblood of our business and providing them with an excellent service is at the very core of the Employment Adviser role. Just some of your day-to-day responsibilities will include: Taking Ownership Meeting with and supporting a caseload of long-term unemployed jobseekers, identifying their barriers and creating tailored action plans to progress them into employment. Delivering personalised, one-to-one guidance to our participants including CV writing, interview preparation, and skills development. Meeting and exceeding performance targets and Key Performance Indicators (KPIs). Working Together Collaborating with participants to shift their mindset and build the confidence they need to find and sustain work. Engaging with local employers to identify job opportunities. Signposting participants to internal and external stakeholders to address specific barriers such as health, housing, or financial challenges. Promoting the Restart Scheme within the community, raising awareness ofit'sbenefits and impact. Being Fair, Open, and Honest Providing inclusive support and advice to people from all backgrounds. What's in it for you? A generous base salary (pro-rata for part time), and great flexibility with your working schedule, we offer training, development and progression opportunities. You will have access to the range of Reed in Partnership benefits, which include: 25 days annual leave (pro-rata for part time) plus statutory bank holidays Reed Pension Scheme Award Winning Management & Leadership training Professional & Personal Development Funds Bi-annual pay reviews Plus much more that can be found on our website. The Employment Adviser role offers immense satisfaction of connecting people with the tailored support that they need to fulfil their potential. At Reed in Partnership, our values-Fair, Open & Honest, Take Ownership, and Work Together-guide everything we do. Join us in delivering services that make a real difference. To be successful in this role, we are looking for someone with: Ability to demonstrate coaching/mentoring experience and persuasion/influencing skills through previous work or social activities. Experience of working in a customer facing environment (i.e. Customer Services, Hospitality, Social Care, Customer Services, Sales) Experience of working in a fast paced, performance target driven environment. Willingness to travel locally (e.g. to meet customers/employers). A minimum of 2 A-Levels or an equivalent Level 3 Diploma & GCSE English Language at a minimum of a Grade B (or equivalent Level 2 qualification). OR achievement of a Level 2 in Literacy Assessment at interview stage. OR International Equivalents. Desirable Criteria: Fluency in more than one language

HNW Protection Administrator London / Hybrid (3 days per week in the office) Up to £55k Basic + Bonus + Benefits Our client is a highly respected and leading HNW financial services provider, specialising in areas such as Commercial Finance, Mortgages, Life Insurance, General Insurance, Specialist Property Finance & Wealth Management. We are seeking a highly organised and proactive Protection Administrator to support a team of highly skilled Protection Advisers who specialise in complex Life Insurance and IHT planning. This role is primarily focused on providing high quality executive and administrative support around high value protection insurance planning, monitoring progress, maintaining accurate records, liaising with clients and providers, and helping keep cases on track through to completion. Candidates must have Whole of Market Life Insurance administration experience. The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail. Key responsibilities: Assist in the preparation and review of protection plans and documentation Conduct research to support client recommendations regarding protection solutions Maintain accurate records of client information, policy details and correspondence Ensure compliance with regulatory and company standards Prepare reports and summaries for client meetings and departmental reviews Carry out general case management tasks through to policies being on risk Keep clients updated with clear, regular communication on case progression Additional administrative duties including diary management, client appointments, meeting bookings, note taking etc. Key Skills & Attributes: Organisation: Able to prioritise tasks and manage multiple responsibilities efficiently Excellent communication: Clear, professional verbal and written skills for effective liaison with clients, colleagues and providers Attention to detail: Precise in documentation, CRM client records and administrative tasks Discretion and integrity: Maintains confidentiality with sensitive client and departmental information Adaptability: Comfortable in a fast-paced environment, responding to changing priorities Experience required: Protection insurance case management essential, ideally within a high-value Protection. Knowledge of inheritance tax, protection products or general financial services (preferred) Competent across the Microsoft Office suite and relevant industry software

We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .

Taylor Rose is seeking a dedicated Private Client Solicitor to join our expanding team. Delivering on our trademark 'Smart Modern Law' philosophy , you will manage a high-quality, varied caseload encompassing wills, LPAs, estate planning, complex probate, and trusts while working under a supportive hybrid working model . Supported by advanced case management technology, you will build trusted, lifelong client relationships without the burden of rigid, old-fashioned corporate constraints. Key Responsibilities: Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred. Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout. Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers. Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team. Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development. Meeting KPIs and managing billing, WIP and financial performance of matters, with the ability to promote commercial awareness in others. Contributing to business development, networking and the growth of the department, including developing and maintaining your own client relationships. Ensuring compliance with all regulatory and professional obligations and maintaining high standards. Championing a positive team culture and promoting the firm's values across the department. Qualifications and Skills: Qualified Solicitor or Chartered Legal Executive with at least 5 years' PQE in private client work. Strong technical knowledge of wills, LPAs, probate, trusts and inheritance tax planning. Experience advising on complex matters, including HNW estates and multi-generational planning. STEP qualification or working towards STEP is desirable. Proficiency in case management systems Strong drafting, communication and organisational skills.

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .

Senior Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Senior Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £31,000 Basic Salary Company Car or Car Allowance £70,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Work Pattern: 5 days a week (including Saturdays, with 2 Saturdays off per month), Monday-Friday: 08.30-17.30, Saturday: 09.00-17.00, Option to work from home 1 day a week! As a Senior Mortgage Advisor, you'll be there for our customers, drawing on your wisdom and knowledge to make sure they get the best advice and support to achieve their dreams! With your Area Mortgage Manager by your side, you'll have all the support you need to be the best you can be! You'll receive warm leads from our amazing sales teams, and with full administrative backup, you can focus on what you do best: helping customers get the best deals! Senior Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Senior Mortgage Advisor - Requirements: You must have use of a valid UK driving licence and at least 12 months experience as a Mortgage Advisor You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for an exciting and lucrative career as a Senior Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.