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This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm.Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management.... ZIPC1_UKTJ

Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection

We are partnered with an Investment Management firm in supporting for a key hire in their UK Sales team. They are seeking a Business Development Manager to cover the Devon & Cornwall region within its South West team. The role focuses on growing the region through high-level relationship management with IFAs, wealth managers and key market influencers. You will represent the business at industry events, deliver impactful face-to-face meetings, and execute a regional business plan to meet sales targets. Working closely with internal sales, marketing, product and investment teams, you will help deliver tailored investment solutions. The role suits a commercially driven relationship manager based in Devon or Cornwall with strong client-facing experience and leadership capability. Responsibilities • Educate financial advisers on the firm's proposition through face-to-face and virtual meetings, events and specialist seminars., • Discover, develop and manage relationships with IFAs, wealth managers, and influential market leaders., • Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver exceptional investment solutions tailored to adviser needs., • Develop and execute a robust business plan for the South West region, delivering regional targets in partnership with team colleagues., • Negotiate favourable pricing and business terms for bespoke investment opportunities that benefit both clients and the organisation. Required Experience • Demonstrated success in managing high-value client relationships and delivering against regional sales targets., • Extensive experience in face-to-face client interactions and event attendance., • Familiarity with leading and mentoring junior team members., • Team-oriented with a flexible attitude and commitment to achieving shared goals., • Excellent interpersonal skills with the ability to engage at all levels, • Leadership qualities, with the ability to inspire and mentor team members., • Strong organizational skills to manage regional travel and in-person meetings.

Job Title: Accounts & Tax ManagerLocation: RuislipPackage: £55,000-£65,000, 28 days holiday, auto enrolment pension, and moreWorking Hours: Full time, Monday-Friday, 9am-5:30pmA highly experienced Accountancy Practice in Ruislip, are hiring for an Accounts and Tax Manager, to join their growing team. A small-medium sized practice, made up of 15 members of staff, they are maintain their reputation by servicing an ever-growing portfolio of clientsThis role is crucial to this practice. The successful candidate will be working closely with the 2 directors in the practice, and will be overseeing the accounts and tax teams. This will include delegating tasks, reviewing work, providing mentoring, as well as hands on client management and support. If you are an experienced and tax professional looking for a management role within a well established firm then look no furtherAccounts & Tax Manager Job ResponsibilitiesManage a portfolio of clients, overseeing the preparation and review of statutory accounts, management accounts, and financial reporting assignments.Oversee personal, corporate and partnership tax compliance, ensuring returns are prepared accurately and submitted within deadlines.Provide proactive tax planning and advisory services to individuals, owner-managed businesses and corporate clients.Lead, manage and develop the accounts and tax teams, including workflow management, delegation of work, performance reviews, training and mentoring.Review work completed by team members, providing technical guidance and ensuring compliance with professional and regulatory standards.Build and maintain strong client relationships, acting as a trusted adviser and primary point of contact for accounting and tax matters.Identify opportunities for additional services, process improvements and business development, contributing to the growth of the practice.Support partners and directors with complex technical matters, practice management initiatives, HMRC enquiries and strategic advisory projects.Accounts & Tax Manager Job RequirementsACA, ACCA, ATT, or CTA qualifications are preferred. Qualified by experience can be consideredMinimum of 5 years accountancy practice experienceMust be comfortably able to commute to RuislipShould be a self-motivated, enthusiastic, and proactive individualShould have portfolio management experience, and experience reviewing accounts and tax work completed by juniorsExperience in Sage, QuickBooks, IRIS, and Xero is advantageousAccounts & Tax Manager Salary and BenefitsSalary is dependent on experience, and will range anywhere from £55,000-£65,00028 days holiday including bank holidaysFlexibility in working hoursAuto-enrolment to company pensionStandard sick pay contributionPrivate Medical SchemeOn-site parkingBennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.TPBN1_UKTJ

Client ManagerNorth WalesCompetitive Salary + Excellent Benefits + Career DevelopmentJoin One of the Region's Most Established and Respected Financial Planning Firms An exceptional opportunity has arisen to join a highly regarded, long-established financial planning practice that has built an enviable reputation for delivering outstanding advice and service to clients across North Wales, Cheshire, the North West and beyond.For decades, the firm has been trusted by business owners, entrepreneurs, senior professionals, high-net-worth individuals and families to provide sophisticated, holistic financial planning advice. As the business continues to grow, they are seeking an ambitious and client-focused Client Manager to become a key member of their professional and supportive team in St Asaph.This is far more than a traditional financial planning administration role. It is an opportunity to become a valued part of the client journey, working closely with highly experienced advisers and playing a pivotal role in maintaining the exceptional standards of service upon which the firm has built its reputation.The Opportunity You will work alongside a team of experienced Financial Planners, acting as a trusted point of contact for clients and helping to deliver a first-class client experience from initial enquiry through to ongoing servicing.The role offers a high level of client interaction and relationship management, allowing you to build meaningful, long-term relationships with clients whose financial affairs are often complex, varied and rewarding to work with.Key responsibilities will include:Acting as a primary point of contact for clients and maintaining exceptional service standards.Coordinating annual reviews and ongoing servicing requirements.Managing the implementation of financial planning recommendations.Obtaining information and valuations from providers.Liaising with advisers, paraplanners and third parties to progress client cases efficiently.Preparing documentation and ensuring client records remain accurate and compliant.Supporting advisers before and after client meetings.Delivering a smooth, professional and highly personalised client experience throughout the advice process.A Truly High-Quality Client Base One of the standout features of this opportunity is the calibre of clients you will work with.The firm advises:High-net-worth individuals and familiesBusiness owners and entrepreneursCompany directors and senior professionalsTrustees and retirement planning clientsIndividuals with complex investment, pension and estate planning requirementsAs part of a wider professional services network, the business benefits from a consistent stream of referrals and introductions, creating exposure to a quality of client rarely available within many traditional financial planning firms.Genuine Career Progression The business is passionate about developing talented individuals and has an excellent track record of promoting from within.For ambitious professionals seeking a long-term career in financial planning, there are genuine opportunities to progress into:Senior Client Manager positionsTeam leadership and managementParaplanningAdviser support and adviser shadowingFinancial Planning and Advisory rolesProfessional qualifications are actively supported, and you will be encouraged to continue developing your technical knowledge and career ambitions.About You We are keen to speak with individuals who are passionate about client service and building a career within financial planning.You may currently be working as:Client ManagerClient Relationship ManagerClient Services ExecutiveFinancial Planning AdministratorSenior IFA AdministratorWealth Management AdministratorMortgage or Banking Professional with strong client relationship experienceMost importantly, you will possess excellent communication skills, strong organisational ability, a proactive approach and a genuine desire to provide outstanding client service.Why This Opportunity? Join one of the most respected financial planning firms in the region.Work with a prestigious and highly varied client base.Be part of a collaborative, professional and supportive team.Enjoy genuine long-term career progression opportunities.Receive support towards professional qualifications and ongoing development.Build a rewarding career within a business that genuinely invests in its people.If you are looking for a role where you can develop professionally, work with exceptional clients and become part of a highly regarded financial planning business, we would be delighted to hear from you.TPBN1_UKTJ

This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team. Structured progression - Work alongside senior advisers and me

Self-Employed Mortgage Advisers. Whether you’re an established broker looking for a better deal or an adviser ready to take control of your earnings and work life balance, Eight Mortgages offers the tools, support, and freedom to help you succeed. As a Self-Employed Mortgage Adviser with Eight Mor

Pia Financial Solutions understand the importance of supporting their advisers to allow them to run their own successful businesses and achieve their goals. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. We are recruiting for a we

CeMAP qualified with at least 2 years’ experience as a Mortgage Adviser (broker, IFA or estate agency). We’re reshaping what it means to be a mortgage broker. Loves helping people and making their mortgage journey stress-free.

Self-Employed Mortgage & Protection Adviser – Join Mortgage Advice Bureau (MAB).

The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: • A steady stream of loyal, existing clients inherited through a gradual transition., • Full administrative and paraplanning support so you can focus on client relationships and business development., • A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels. Requirements: • Have proven experience advising in the high-net-worth space., • Be confident advising across the full spectrum of financial planning products., • Be a proactive team player who contributes to the firm's growth and reputation., • Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role. Why This Role Stands Out • Strong existing client base ready to be nurtured and grown., • Top-tier support from experienced admin and paraplanning teams., • The autonomy to develop your network and increase earnings significantly., • A collaborative, professional environment focused on client excellence. If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Full-time, weekend-inclusive (Sat & Sun + 3 weekdays). Working a weekend-inclusive rota.

But you’re level 4 qualified and ready to be an adviser. This business buys clients from its retiring advisers. They'll supervise everything you do until you achieve Competent Adviser Status.

Join a values-driven investment manager with a strong regional presence and an expanding adviser network. This is a high-impact role with a well-established territory and a strong platform for growth. The Opportunity • Join a B Corp-certified investment firm managing over £2.5bn across private credit, social housing, clean heat, energy, and venture strategies, • Take ownership of a warm, well-developed region with room to grow and deepen IFA and wealth manager relationships, • Work in a culture that values innovation, integrity, and purposeful growth Requirements • Proven experience developing IFA or wealth manager relationships, ideally in a face-to-face sales role, • Strong commercial acumen and the ability to tailor investment propositions to adviser needs, • Based in or near the West Midlands, with the ability to travel regularly across the region If you're looking to join a collaborative, forward-thinking sales team with a mission-driven culture, we'd love to hear from you.

This national business buys clients from its retiring advisers. It is one that has trained and developed over 30 advisers already who had no previous financial planning advice experience. You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualificat

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo. Why Join This Wealth Management Firm? Remote-first flexibility with access to office space if preferred End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance A client-first advice proposition grounded in integrity and trust Consultative marketing and lead generation to support new business development A collaborative culture with continuous learning and development opportunities Cutting-edge tech including the XPlan POS system to streamline advice delivery Role Overview – Employed Independent Financial Adviser In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained. Key Responsibilities Deliver holistic financial planning using the Six-Stage Advice Process Regularly review clients’ circumstances and adapt plans accordingly Stay up to date with financial products, legislation, and market trends Develop new client relationships through referrals, business planning, and marketing initiatives Build strong connections with introducers and centres of influence Conduct thorough fact-finding and prepare compliant, bespoke financial reports Maintain accurate and timely management information What You'll Need to Succeed Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA Active CF30 status or the ability to obtain it A demonstrable client-centric approach and commitment to doing the right thing Strong interpersonal skills and professional communication Confidence in using technology and delivering advice in both digital and face-to-face settings Experience in growing and managing a client bank Package & Benefits Competitive employed salary structure Performance-based bonus and incentives Full Paraplanning, Admin, and Compliance support Access to a trusted investment platform with cost-effective solutions Ongoing CPD, training, and career progression opportunities Marketing and business development support to grow your client base

This is a fantastic opportunity for an already experienced adviser looking to relocate as we offer relocation, full visa support and a comprehensive admin team to allow you to adviser without drowning in paperwork!. Financial Adviser - relocation to Hong Kong / Dubai. At Eight Wealth International w

• OTE - £70,000 - £100,000+ in year 1, • 10+ pre-qualified appointments booked for you weekly, • Generous commission rates - uncapped earning potential Self-Employed Business Protection Adviser OTE - £70,000 - £100,000+ in year 1 ?? Specialising in Relevant Life Insurance & Executive Income Protection ?? UK-based | Remote/Hybrid/Office | 10+ Booked Appointments Per Week ?? Generous Commission Structure | High-Quality Leads Provided Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection for directors and SMEs across the UK. ?? What’s on Offer • 10+ pre-qualified appointments booked for you weekly – no cold calling, • Generous commission rates – uncapped earning potential, • Remote/Hybrid/Office working options – manage your own time, your way, • Admin and compliance support so you can focus on advising, • Access to market-leading providers and a comprehensive panel, • Opportunity to build your own client base with recurring income ?? Your Role You’ll be speaking directly with business owners, directors, and key decision-makers, providing tailored advice on: • Relevant Life Insurance – a tax-efficient solution for director and employee life cover, • Executive Income Protection – protecting income for company directors and key staff, • Additional protection options based on client needs With a steady flow of warm leads and booked appointments, you’ll have the tools and support to hit the ground running and focus purely on giving great advice. ? What You’ll Bring • Experience in protection advice – ideally in the business protection market, • Understanding of Relevant Life Plans and Executive Income Protection, • A consultative, client-first approach, • Ability to work independently and manage your pipeline, • FCA-authorised (or able to become authorised) ?? Why Join? This is a unique opportunity for advisers who want to work smarter, not harder. We take care of the lead generation, marketing, and admin – you focus on giving great advice and growing your income. Ready to elevate your protection career and earn what you’re really worth? How to Apply: Click APPLY NOW or feel free to call Kev on 0/7/8/8/4 4/6/2/6/9/5 for a confidential chat about this role and your career options. Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role. Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA £70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000. Why This Opportunity Stands Out This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you. What You’ll Get £70,000 – £80,000 basic salary depending on experience Realistic OTE of £100k+ through a transparent and rewarding bonus structure Immediate HNW client bank from retiring advisers (average portfolio size £500k+) Ongoing, high-quality leads from established introducer relationships and digital channels Hybrid working model – blend of remote and regional office work Paraplanning, admin & compliance support – so you can focus on advising Full tech stack and CRM to streamline your client work Pension, DIS, private medical, and other flexible benefits Chartered support – Full backing for further qualifications and CPD What You'll Be Doing Take ownership of a loyal HNW client bank and nurture long-term relationships Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning Convert warm, qualified leads into valuable client relationships Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery Contribute to ongoing growth, client retention, and service excellence What You’ll Bring Level 4 Diploma in Regulated Financial Planning (minimum) A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients Strong relationship-building skills and commercial awareness A commitment to high ethical standards and delivering exceptional outcomes Ideal for... Advisers currently limited by a lack of leads or support Those working in self-employed models seeking more stability IFAs with client-facing experience who want to grow with national backing If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.

Job Title: Recruitment Franchisee. (Self-Employed) Location:Remote Home Based (Work from anywhere in the UK.) Reward: Realistic, Year 1 earnings of £50K increasing too £75K in year 2, and year 3 of £85K+. Timing: June 2025 Start. Rayner Personnel are seeking Franchise Recruitment Directors with a hunger for success and a taste for the high life. If you've got a background as a Mortgage Adviser or in telephone sales, especially recruitment, then this opportunity is tailor-made for you. Becoming a Rayner Franchise owner, will give you the freedom to run your own business from home, set your own hours, and work the way you want. while maximising your earning potential, We offer unrivalled opportunities: Rayner Personnel have established clients in place, with jobs to fill immediately, and we are looking for hungry Sales Professionals that can deliver a customer centric service to the UK’S largest financial services providers. About Us: Rayner Personnel is one of the UK’s leading Talent Partners in the Property and Financial Services sectors and was established over 10 years ago. We are a team of over 30 Recruitment professionals that specialise in connecting exceptional talent with industry leading businesses and providing tailored recruitment solutions. The Role: As a Self-Employed Recruitment Director, you’ll have the autonomy to build and grow your own business, with the full support of Rayner Personnel and as part of our established brand which provides you with the full support of a team of dedicated Recruitment professionals who are committed to your success. You’ll focus on developing client relationships, sourcing top talent, and delivering exceptional recruitment services in the Financial Services sector. What We Offer: • Uncapped Earning Potential: You keep half of everything you bill, with no limits and no catches., • Established Brand Support: Leverage the reputation and tools of a leading recruitment business., • Flexibility: Work from anywhere and manage your own schedule., • Training and Development: Access to ongoing training, mentorship, and industry resources., • Collaboration: Be part of a supportive network of over 30 experienced recruitment professionals. What We’re Looking For: • Proven experience in direct telephone sales of a tangible service or product., • Self-motivated with an entrepreneurial mindset., • Strong business development and client management skills., • Excellent communication and relationship-building abilities., • A passion for helping businesses and candidates succeed., • Money hungry with a desire to create your own future success. Ready to Take Control of Your Career? Join us as a Self-Employed Recruitment Consultant and unlock your potential to shape your future while benefiting from the support of trusted industry professionals. Want to know more? Click apply now or feel free to give Darren Robins a call on 020-3989-9455 for a confidential chat and to learn more about this amazing opportunity !

Independent Financial Adviser - Fully Remote. This role is ideal for a high-calibre adviser who brings with them a. If you’re an experienced adviser looking to combine flexibility with security — and want to bring your clients into a well-supported, fully remote environment — we’d love to sp

Build a Better Future – Flexible, Fully Supported Financial Adviser Role with Lead Generation Included. A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their

Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.

We have a fantastic new job opportunity for a Customer Service Adviser / Sales Support Agent with previous experience in a customer service or phone-based sales role, who has an excellent telephone manner, organisational skills and attention to detail. Working as the Customer Service Adviser / Sales

We’re on a mission to make money work for everyone.We’re waving goodbye to the complicated and confusing ways of traditional banking.After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK.UK, with more exciting things to come beyond.With our hot cor

From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. Mentoring by experienced advis

Lead, manage and develop the accounts and tax teams, including workflow management, delegation of work, performance reviews, training and mentoring. Build and maintain strong client relationships, acting as a trusted adviser and primary point of contact for accounting and tax matters. Portfolio mana

My client is seeking an accomplished People Adviser for a 2 month assignment. Homebased role with occiasional travel to Watford. Monday - Friday 9am - 5pm You will be in this remote role supporting all staff and managers on policies and ensuring smooth and positive experience. Provide quality advice that is functional and accurate as part of investigations, hearings and escalation. Utilise people and other systems in line with processes and service standards. Retain accurate records and clear concise notes. You must have a coaching style and take responsibility for maintaining up to date knowledge of HR. Maintain confidentiality at all times. Support the delivery of TUPE and content for the HR Portal. Work collaboratively as a team to ensure effective delivery. CIPD qualified Remote Working/Homebased - (suitable work environment is essential) Immediate start - All safer recruitment/pre employment checks must be uploaded including Basic DBS Demonstrable use of Microsoft Outlook packages to support delivery of the job purpose Use of systems for recording and tracking workload and recognition of the importance of data and data recording Demonstrable experience of providing guidance and direction with HR related matters Up to date knowledge and experience of applying employment law Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job

Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £45,000 - £55,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency. Cancel

Protection Adviser / Client Review Specialist Hybrid | Watford + Working from Home £30,000 – £35,000 Basic + Performance Bonus Realistic OTE: £60,000 – £70,000 Are you an experienced Protection Adviser looking for better-quality leads, stronger earning potential and the opportunity to focus on advising rather than chasing business? This is an excellent opportunity to join an established and growing business where you will work with warm protection opportunities from an existing customer base — not cold leads. You will be speaking to existing clients, reviewing their current protection arrangements and identifying where better or more suitable cover may now be available based on their circumstances. This role offers a strong mix of advising, relationship management and business generation, giving you access to high-converting opportunities while also allowing you to build additional business through referrals and client relationships. You will work closely with highly experienced advisers, giving you strong support and a collaborative environment focused on performance and client outcomes. The Role • Advise clients on Life Insurance, Critical Illness and Income Protection, • Review existing customer protection arrangements, • Speak with warm, high-quality leads from an established client base, • Identify opportunities to improve client cover and outcomes, • Generate additional business through referrals and relationship building, • Work closely with experienced advisers and senior members of the business What’s on Offer • £30,000 – £35,000 basic salary, • Performance-related bonus, • Realistic OTE of £60,000 – £70,000, • Warm, high-converting leads provided, • Hybrid working (home and Watford office), • Strong support from experienced advisers, • Long-term career growth opportunities About You • Proven experience as a Protection Adviser, • Strong knowledge of Life, Critical Illness and Income Protection, • Strong communication and relationship-building skills, • Commercially driven with a client-first mindset, • Confident converting quality conversations into business This is a fantastic opportunity for an adviser who wants access to better-quality opportunities, strong support and genuine earning potential within a growing business

This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You’ll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: • Provide independent advice across pensions, investments, protection and wider financial planning, • Build strong relationships with new clients through proactive networking, referrals and introductions, • Manage ongoing review work to maintain high standards of service and ethics, • Work closely with paraplanners, administrators and compliance to deliver a smooth client experience, • Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements • Essential: CAS status as a UK Financial Adviser, • Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent), • Essential: Experience advising on pensions and investments, • Essential: Clear evidence of proactive business generation (hunter profile), • Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits • Competitive basic salary likely within £50,000 – £75,000, depending on experience, • Performance related bonus structure, • Full paraplanning, administration and compliance support, • Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan, • Mixture of seeing clients in their office, clients’ home or via Teams, • Free car parking available on site, • Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status, • Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden 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