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This Self-Employed Mortgage Advisor job in Leamington Spa provides opportunity to join a local mortgage and financial advice business as part of their growth plans. You will be joining a team of Mortgage Advisors who each write over 100 Mortgages a year! As a Mortgage Advisor you will benefit from the Business professional introducer network and client referrals, therefore supplying you with a stead click apply for full job details

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm. You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely to be a handover in place to assist you and the clients with having a smooth transition. You should be able to write good levels of new business with leads / enquiries being passed to you from the company, plus the existing client bank has proven to generate new business through referrals. Individuals who can actively self-generate would be rewarded, whether that's through networking, generating professional introducers or regularly obtaining referrals. You will have the backing of an established team of Administrators and Paraplanners, many of whom have been part of the business for several years so know the processes, clients and providers very well. Weekly catch ups take place to ensure everyone knows what needs to be actioned. You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients. Financial Advisor Requirements You must hold full Level 4 Diploma in Financial Planning or equivalent You should be an experienced Financial Advisor Alternatively, our client would be open minded to an individual early in their financial advice career, who has been within the industry for some time (e.g. Paraplanner or Mortgage Advisor) Candidates with experience of working within small / medium teams would be beneficial The Company This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well. Financial Advisor Benefits Salary of £50,000 - £70,000 plus bonuses Alternatively, would consider self-employed if desired Hybrid working with ideally 3 days in their office in Newport, Shropshire 25 days holiday plus bank holidays and pension Joining a friendly, supportive team Location Newport, Shropshire Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including: Client relationships - welcoming clients to the office, liaising with them to organize meetings, following up any outstanding information Meeting preparation - preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks Processing - issuing LOAs, submitting business, updating the CRM system (Intelliflo) Providers - liaising with providers to chase for outstanding items The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them. IFA Administrator Requirements You should have experience as an IFA Administrator or similar role Individuals with Intelliflo experience would be ideal, but not essential You should be able to manage multiple tasks and complete within agreed timescales The Company This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member. IFA Administrator Benefits Salary of up to £32,000 depending on experience Company benefits include 25 days holiday bank holidays, pension 37.5 hours per week, although would consider part-time Flexible start / finish time if desired Mainly office based role Location Shrewsbury Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

We are seeking current Equity Release Advisers with whole of market experience, who are looking to join a growing, specialist Equity Release firm You will be joining a respected firm who are in a position to recruit for growth purposes. As an Equity Release Adviser, you will receive leads generated from their various marketing activities which are pre-qualified by their contact team. Leads are generated from website enquiries, digital marketing, professional introducers and referrals. You should have a proven track record to convert opportunities into business Alongside company leads provided, they are seeking individuals with something about them who can self-generate some business to supplement their activities. You will have access to the entire market, enabling you to source the best and most appropriate product for your client. Plus, ability to provide advice by phone or video if needed, with preference towards face-to-face Equity Release Adviser Requirements You must be an Equity Release Adviser holding CAS status You must have whole of market experience for equity release / later life lending You must hold relevant qualifications to be licensed as an Equity Release Adviser, such as CF7, ER1 or CeRER Equity Release Adviser Benefits Self-employed role with uncapped earnings OTE of £60,000+ Home based role with travel to see local clients where appropriate Locations: Newcastle Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

We are seeking current Equity Release Advisers with whole of market experience, who are looking to join a growing, specialist Equity Release firm You will be joining a respected firm who are in a position to recruit for growth purposes. As an Equity Release Adviser, you will receive leads generated from their various marketing activities which are pre-qualified by their contact team. Leads are generated from website enquiries, digital marketing, professional introducers and referrals. You should have a proven track record to convert opportunities into business Alongside company leads provided, they are seeking individuals with something about them who can self-generate some business to supplement their activities. You will have access to the entire market, enabling you to source the best and most appropriate product for your client. Plus, ability to provide advice by phone or video if needed, with preference towards face-to-face Equity Release Adviser Requirements You must be an Equity Release Adviser holding CAS status You must have whole of market experience for equity release / later life lending You must hold relevant qualifications to be licensed as an Equity Release Adviser, such as CF7, ER1 or CeRER Equity Release Adviser Benefits Self-employed role with uncapped earnings OTE of £60,000+ Home based role with travel to see local clients where appropriate Locations: North West London Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This hybrid-based IFA Administrator job in Warwick is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include: Providing proactive support to their Financial Advisors Managing the Financial Advisor's diary and arranging client meetings Contacting clients through various methods to ensure the advice process is not held up Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process Prepare meeting packs and information ahead of client appointments Process new business Key illustrations, projections and valuations IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be comfortable and confident when contacting clients The Company This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £28,000 - £32,000 depending on experience Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Warwick Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service. As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include: Providing proactive support to their Financial Advisors Managing the Financial Advisor's diary and arranging client meetings Contacting clients through various methods to ensure the advice process is not held up Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process Prepare meeting packs and information ahead of client appointments Process new business Key illustrations, projections and valuations IFA Administrator Requirements You should have experience as an Administrator within a financial planning firm You should have good knowledge of financial planning processes and how a Financial Advisor operates You should be comfortable and confident when contacting clients The Company This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. IFA Administrator Benefits Salary of £28,000 - £30,000 depending on experience Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Cardiff Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This hybrid-based Paraplanner job in Northallerton is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow modelling to their clients. As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include: Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate Providing accurate, timely and compliant suitability reports Utilising technology to produce accurate solutions Undertake financial calculations including CGT and annual allowances Ensuring al advice documentation is compliant Effectively communicating internally and externally Working closely with the Financial Adviser's to gather sufficient information Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into advice, compliance, management etc. Paraplanner Requirements You should have experience as a Paraplanner You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases You should be confident undertaking research and financial calculations You should hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided) The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. Paraplanner Benefits Salary of £35,000 - £40,000 depending on experience plus company benefits Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days Hybrid working 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Northallerton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients. As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include: Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate Providing accurate, timely and compliant suitability reports Utilising technology to produce accurate solutions Undertake financial calculations including CGT and annual allowances Ensuring all advice documentation is compliant Effectively communicating internally and externally Working closely with the Financial Adviser's to gather sufficient information Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly Paraplanner Requirements You should have experience as a Paraplanner You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases You should be confident undertaking research and financial calculations You should ideally hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided) The Company This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Paraplanner Benefits Salary of up to £40,000 depending on experience plus company benefits Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Newcastle Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service. In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with etc Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings. Financial Advisor Requirements You should be an experienced Financial Advisor You should be Level 4 Diploma qualified (DipFA or DipPFS) You should be motivated by providing clients with excellent ongoing service The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure. Financial Advisor Benefits Salary of circa £60,000 plus bonuses Plus car allowance and mileage reimbursement Hybrid, flexible working with need to be in the office 3 or 4 times a week to meet clients in-person in the office Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities. You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business / clients; ensure Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1's, presentations, workshops and individual training sessions. In addition, you will be involved in recruiting new Advisors by being involved in the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings. Financial Planning Manager Requirements You should have experience as a Manager within Financial Planning industry, leading a team of Financial Advisors Ideally you should hold your Level 4 Diploma in Financial Planning or equivalent You should have experience of both management and T&C responsibilities You must be comfortable with travelling to undertake your role effectively Financial Planning Manager Benefits Salary of £60,000 - £70,000 plus £4,800 car allowance pa Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits etc Remote based role with need for travel to meet Advisers, attend head office etc Locations South of England Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achieve and exceed their targets. Your role will consist of both management and T&C responsibilities. You shall be supervising each IFA to maximise key business opportunities, with a focus on encouraging them to identify new business / clients; ensure Advisors are always providing quality service to clients; adhering to company compliance guidelines and meeting their continuing professional development. This shall be achieved through regular 1:1's, presentations, workshops and individual training sessions. In addition, you will be involved in recruiting new Advisors by being involved in the interview process and providing full support to your new team members, helping them to achieve CAS status and thrive in the role. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial Planning or equivalent Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors and attending their head office for management meetings. Financial Planning Manager Requirements You should have experience as a Manager within Financial Planning industry, leading a team of Financial Advisors Ideally you should hold your Level 4 Diploma in Financial Planning or equivalent You should have experience of both management and T&C responsibilities You must be comfortable with travelling to undertake your role effectively Financial Planning Manager Benefits Salary of £60,000 - £70,000 plus £4,800 car allowance pa Company benefits include: flexible working, option to buy & sell holiday, birthday off, social events such as Christmas and summer parties, contributory pension scheme, DIS, discretionary annual bonus, cashback and healthcare benefits etc Remote based role with need for travel to meet Advisers, attend head office etc Locations South of England Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This remote based Junior Acquisitions Analyst is an exciting job opportunity for an individual looking to progress their career within the Mergers & Acquisitions industry. You will be supporting their busy M&A team in achieving their yearly targets of buying businesses, as you will be involved in all stages of the process. This is a varied role, within a fast-paced team, therefore you must be comfortable working well under pressure to meet regular deadlines. Your responsibilities will include: Support in undertaking financial due diligence, interpreting and collating information Prepare concise and accurate reports to support decisions, plus identifying trends and inconsistencies within the data Cleanse, manipulate and critically analyse large amounts of data to present findings Co-ordinate and build strong relationships with internal and external stakeholders Attend monthly M&A team meetings This role requires a strong foundation in financial analysis, attention to detail and a proactive approach to problem solving within a fast-paced, deal-driven environment. You will gain fantastic understanding of corporate finance, strategic decision-making and a deep understanding of the financial services industry through hands-on experience. This is a home based job, with monthly meetings within their regional offices, plus travel to other meetings as and when the business needs. Junior Acquisitions Analyst Requirements This would ideally suit a recent graduate (or graduate calibre) with focus in maths, finance / economics, accounting, or sciences Ideally, you should have 1 - 2 years career experience and looking for next exciting opportunity You must be confident using Excel and be comfortable using large sets of data This would suit an individual with an analytical approach to work and appetite to learn more about M&A profession The Company This is a new exciting financial planning firm led by highly experienced industry names and backed by private equity. They are on a mission to make several acquisitions to increase their funds under management from the current level of £4.5bn. To aid their continuing acquisitions, they are looking to recruit a highly motivated Junior Acquisition Analyst to join their close knit M&A team. Junior Acquisition Analyst Benefits Salary of £35,000 - £40,000 plus company benefits and discretionary bonus Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days Home based with monthly travel to team meetings, plus other meetings as and when required 37.5 hours per week Excellent working culture with good staff retention Great time to join a rapidly growing business Locations Home based Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This Paraplanner job is available within an award winning firm that truly cares about their team. You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions Draft suitability reports, for final approval by the Financial Advisor Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs This role has a holistic focus, whereby you will involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience. Paraplanner Requirements You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors Paraplanners with experience of working towards SLA targets would be beneficial You should hold full Level 4 Diploma qualification in Financial Planning Must have strong attention to detail and able to explain complex information clearly The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. Paraplanner Benefits Salary of £42,000 - £48,000 dependent upon experience and qualifications Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Home based with once a fortnight / month visit to their office in Farnborough (or more often if you desire) Regular charity initiatives, including 1-day annual allowance for charity work Normal working hours Locations Remote based with once a fortnight / month visit to their office in Farnborough 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.