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Financial Planner | Plymouth / Hybrid | £80,000 basic salary + Bonus I'm representing a leading independent financial planning and investment management group who are looking for an experienced Financial Planner to join their team in Plymouth. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice. You’ll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions. The Role This is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors. This position comes with an existing client bank of £30–40 million AUM, which will be made up of 80–100 households, averaging £250–300k per client. The bonus structure is based has no validation threshold. Eg an adviser generating £60k in new business fees would earn an £11k bonus, while someone writing £100k would earn £22k - there is no cap on earnings. Requirements • Level 4 qualification (DipPFS, DipFA, or CISI Level 4) – essential, • Chartered status (or working towards) preferred, • Minimum 3–5 years’ experience delivering investment and pension advice, • Experience with Intelligent Office (IO) is an advantage, • Highly organised, IT literate, and capable of managing workload independently, • Strong communication skills and business development capabilities, • Self-driven with an entrepreneurial mindset Benefits • 25 days holiday (plus 1 day per year of service, up to 30) + Bank Holidays, • Private Medical Insurance (single cover; extendable at own cost), • Income Protection (75% of salary after 3 months), • Death in Service (4x salary), • 4% matched pension contribution, • Career progression and flexible working options This is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development. Apply now -

About the Firm Based in Plymouth, The Mortgage Guy Ltd has been an established business for close to 20 years with many more years of experience made up by their team of advisers. With ties in the local community and the wider areas they are a business with a professional friendly reputation. About the Role They are looking to expand their team and offering by recruiting several mortgage advisers on a self employed basis to work on their existing client banks and help to generate new enquires into the business. This is a role suited to anyone with the South West region including areas such as Bristol, Taunton, Somerset, Wiltshire, Gloucestershire. Whether you’re an experienced adviser or one new to the industry looking for a place to call home, you’re what they are looking for. The benefits • Fully flexible remote working with no micromanagement, • Leads provided to assist your journey with a commission split of 50/50, • Commission splits for self generated clients ranging from 60/40 to 70/30 depending on your level of experience, • Fully approved marketing literature and support to self generate new opportunities, • In house training, support and guidance to succeed Your responsibilities will include: • Maintaining high quality standards when providing mortgage & protection advice to clients, • Uphold the reputation of the business, • Create and maintain business relationships with lenders and providers, • Willingness to create and build your own network of clients in your area, • Keeping up to date with industry knowledge and CPD requirements What will you need to succeed? • Full CeMap qualification or equivalent to provide mortgage and protection advice is a must, • Mortgage adviser industry experience is ideal but not essential, • The understanding and desire to work on a self-employed basis, • Passionate about customer service and producing the right outcome, • Professional attitude with professional rapport building skills, • Communication skills both written and verbal, • Organisational skills They are looking for mortgage advisers that put the clients’ first and make sure they are at the heart of everything you do. This opportunity will suit a pro-active Mortgage adviser who is able to build lasting relations based on trust. We are looking for an inspired adviser who is driven to succeed and is looking for a company that can support you and lead to incredible success. The Mortgage Guy Ltd 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 so is somewhat of a democracy. 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.

Lead on Professional Indemnity portfolio New Business.

Accounts Payable Assistant – Plymouth A permanent, full-time role based in Plymouth.Hours: Monday to Friday, 08:45–17:30.The Role Manage a portfolio of suppliers within the AP system.Complete aged creditor reviews and reconcile supplier statements.Investigate invoice mismatches and pro

Payroll Co-ordinator – 35 Hours, Mon-Fri Salary: £26,393.Benefits Location: Saltash Pertemps is recruiting on behalf of a client for a Payroll Co-ordinator to join a busy team and keep payroll running smoothly.If you’re organised, proactive, and enjoy supporting colleagues

Your new company Working for a reputable company in the Plymouth area.Hours of work are standard office hours Monday to Friday.Your new role Processing utility invoices (this will involve an element of journal entry) Keeping register of all our utility accounts (across 16,000 properties) Spotting

We are looking for a reliable and detail-oriented.Finance Manager in managing day-to-day financial operations.This role is key to ensuring smooth financial processes, including Accounts Payable, Accounts Receivable, cash management, invoicing, reconciliations, and credit control.Manage credit contro

Supporting strategic decision-making and business planning.

Cedar Recruitment are delighted to be supporting a Local Authority in the South East area with the Recruitment of a Payroll Manager, to work on an initial 3 month contract.The role will be working 1 day per week in the Surrey & Sussex area.The salary on offer is £300 per day Inside IR35.The mai

Monthly management accounts preparation: record accruals, prepayments, and reconciliations to support internal reporting.

As our Group Financial Accountant, you'll directly influence the company's financial health while gaining invaluable exposure to group consolidation, statutory accounts, and high-level financial reporting. You'll be responsible for driving financial efficiency across the entire business, giving you

Due to expansion demands we are looking for a qualified Financial Adviser to join to join and growing business is Southampton. My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business a

Summary: To provide an excellent utilities accounts payable service ensuring accurate and complete billing to residents, and prompt processing of supplier invoices and associated bank payments.To support the finance team as required to ensure a smooth and efficient service to the wider business is

Working for a reputable company in the Plymouth area.Hours of work are standard office hours Monday to Friday.Processing utility invoices (this will involve an element of journal entry).Keeping register of all our utility accounts (across 16,000 properties).Spotting large variances in the meter read

Are you an experienced Payroll Manager looking for your next challenge? Pertemps are seeking a meticulous and motivated.Youll ensure payroll is processed accurately, efficiently, and in compliance with legislation, while providing reliable support to employees and management.End-to-end payroll proce

Strong and commercially aware Financial Controller to lead all financial operations across the UK and EU entities. We are seeking an experienced Financial Controller to take ownership of all UK/EU financial operations. The role sits within the senior leadership structure, reporting initially to the

This Reporting Accountant role in the retail industry is an excellent opportunity for a detail-oriented professional with a strong background in accounting and financial reporting.The position is based in Plymouth and focuses on delivering accurate financial reports and supporting business decision-

What you’ll do: * Produce daily/weekly sales reports * Post journals, prepayments & accruals * Support monthly management accounts * Prepare operational metrics & financial analysis * Complete surveys, audits & tax information * Reconcile balance sheet

Role Overview: As a Management Accountant, you will be responsible for providing detailed financial analysis and supporting the financial decision-making process to drive business performance. Prepare and present key financial reports for senior management, offering actionable recommendations. As th

Practical business knowledge is key. You're adaptable and can navigate a culture that's informal, straight-talking, and evolving with the business.

We are looking for a Finance Manager who will thrive in the knowledge that by taking responsibility for the day-to-day financial transactions across the OCT group, and working closely with the Head of Finance in delivering our strategic programmes, and meeting our statutory obligations, they are dir

Financial Controller / Finance Manager (Contract) We are working with a PE-backed, high-growth technology business to recruit a Financial Controller / Finance Manager on a 6 month contract. The business provides market-leading products that support the full lifecycle of complex operational data, from initial issue through to recovery and resolution. The role will be based in Exeter, with hybrid work...

We are leaders in supplying innovative, sustainable building solutions to the UK construction industry; building progress for people and the planet.Since 1858, weve helped shape the UK; powering the construction of homes and hospitals, roads and railways, schools and cities alike.Our mission is to m

Job Description Finance Manager (Fixed Term Contract – Maternity cover) The Ocean Conservation Trust and National Marine Aquarium are entering an exciting period in the groups’ history and we have an amazing opportunity for the right candidate to join our team as our Finance Manager – Mat

This position involves preparing and analysing financial information, ensuring accuracy and compliance, and delivering valuable insights to support informed decision‑making across the organisation. Report and communicate financial performance to stakeholders across the business. Contribute to cost

Butler Rose is delighted to be supporting a long-established, highly respected manufacturer based in Plymouth, in their search for a Accounts Receivable/Treasury Team Leader. If you're ready to take the next step, please apply with a copy of your CV or get in touch with Matt Jones at Butler Rose on

Independent Financial Adviser (Self-Employed) – South West.Location: Plymouth, England, United Kingdom.We are TC Group, the fastest growing top 20 accountancy firm in the UK.We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our servi

The Financial Planning Analyst will support strategic financial decision making by providing analysis and reporting to guide business performance. This role is integral to budgeting, financial modelling, and variance analysis, ensuring leadership teams have clear visibility of the company’s financ

Chief FinanceOfficer (CFO) - Plymouth - Exceptional Six figure package, excellent profit related bonus, EMI Scheme + executive benefits. The business already employs a small but efficient finance function where the operational financial controls are led by an experienced Head of Finance. In fact, wh

A leading recruitment agency seeks a detail-driven Reporting Accountant in Plymouth to deliver accurate financial reports. This role involves producing sales reports, supporting management accounts, and preparing financial analysis.

Interim Senior Technical Financial Accountant (6-Month Contract) – Location: St Albans (Hybrid‑3/2) – Start: ASAP – Rate: Circa 500p/day ( DOE). We are partnering with a highly acquisitive, fast‑moving client seeking an exceptional Technical Financial Accountant for a 6‑month interim ass

This role entails preparing financial reports, assisting in budget preparation, and ensuring compliance with financial standards.