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An exciting opportunity has arisen for an experianced Paraplanner to join a well-established and respected independent financial planning firm. This is a great opportunity for an experienced Paraplanner looking to join a supportive team, working closely with experienced Financial Adviser and Director. Duties include: Preparing suitability reports and recommendation letters Conducting research and analysis across pensions, investments and protection Supporting client reviews and preparing relevant information Completing product and provider research Preparing illustrations and application paperwork Liaising with providers and third parties Maintaining accurate and compliant client records Supporting Advisers with the preparation and delivery of financial advice We're looking for someone with previous experience within a financial planning or wealth management environment, ideally as a Paraplanner or in a similar technical role. You will have: Experience within financial services Good technical knowledge across pensions and investments Strong analytical and written communication skills Excellent attention to detail The ability to manage your own workload and meet deadlines A professional and client-focused approach Ideally, relevant financial planning qualifications or a willingness to continue studying You'll be joining a friendly and supportive independent business with a strong focus on delivering quality financial planning and building long-term client relationships. £35,000 - £45,000 DOE Poole, Dorset #FinancialServices2026

A global financial advisory company is seeking an experienced Private Wealth Adviser to join its UK team in Bournemouth. This role focuses on building and growing a client base through referrals and proactive outreach, while delivering comprehensive financial advice in investments, tax, and estate planning. Success is measured by client outcomes and retention. Ideal candidates should possess a Level 4 qualification in financial advice and have a commercial mindset. The company offers competitive remuneration and central support in a diverse, inclusive environment. #J-18808-Ljbffr

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. Skybound Wealth UK is the FCA regulated arm of the business, operating since 2002 and advising clients UK-wide. We are headquartered in Ferndown (Greater Bournemouth), with advisers across the UK. About the role As a Senior Paraplanner you will work closely with our Private Wealth Advisers across the full advice process, covering pensions, investments, protection and estate planning. Cashflow modelling sits at the centre of our advice approach, helping clients understand long-term financial outcomes and supporting advisers in delivering high quality recommendations. We are looking for experienced candidates within the advice industry, who could be a career Paraplanner or interested in progressing as a UK Private Wealth Adviser in the future. The UK business is currently in a period of growth, with a focus on refining processes and scaling the delivery of high-quality financial advice. Key Duties • Undertake detailed product and fund research across pensions, investments, protection, tax and estate planning, • Analyse client circumstances, objectives and existing arrangements to inform recommendation, • Utilise Plume, our proprietary wealth technology platform, to support the efficient delivery of high-quality advice, • Use cashflow modelling to demonstrate outcomes and support adviser recommendations, • Prepare high-quality, detailed suitability letters and advice reports based on fact finds and information provided by Private Wealth Advisers, • Support Private Wealth Advisers through the end-to-end advice process, ensuring accurate and timely documentation, • Liaise with providers to obtain quotations, projections, policy information and technical details, • Ensure all work meets FCA standards, internal compliance requirements and company policies, • Keep up to date with regulatory, legislative and product changes, • Prepare meeting packs and relevant technical documents in advance, • Be a point of contact for technical queries from advisers and occasionally clients, • Monitor the provider matrix and model portfolios used for clients under Skybound Wealth UK, • Contribute to improving technical standards, processes and advice delivery as the UK business continues to grow Desired Skills and Experience: • The ideal candidate will have a minimum of 3 years relevant financial services experience and have worked for a financial advisory business in a similar role, • Level 4 Diploma qualified ideally, or part qualified with a commitment to progress, • Strong technical knowledge across pensions, investments and protection, • High attention to detail with strong numeracy and written communication skills, • Good IT Skills - intermediate level in Excel, Word and PowerPoint, • Experience with software packages such as FE Analytics is desirable for this role, • Knowledge of cashflow modelling software (e.g. Voyant, Truth, CashCalc) advantageous You Will Benefit From: • A basic salary of £45,000 - £60,000, • Full exam and study support through to Chartered status, • Access to our Bournemouth office in Ferndown for collaboration and team events, • Clear career pathways including Technical Specialist or Private Wealth Adviser, • Exposure to complex cross-border planning cases, • The opportunity to be part of a growing international firm recognised with multiple industry awards, including Company of the Year and Excellence in Client Service Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background. #J-18808-Ljbffr

Applicants must hold Level 4 Diploma in UK Financial Advice One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. If you are an experienced adviser who is looking for an employed opportunity, this could be for you. Requirements: • Employed adviser with a minimum of 12 months advising experience to manage and grow an existing book of clients., • All leads are professionally introduced through a robust lead generation process, • Attractive remuneration terms, • Full paraplanning and admin support, • Market focused training provided, • Business and personal development, • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income, • Many great opportunities for Advisers to really maximise their earning potential., • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals, • Prepare sound financial plans to ensure clients meet their targets, • Advise clients on current financial issues and make recommendations, • Generate new business About You: • Minimum 12m experience as a financial planner, • Ability to analyse financial information and comply with regulations, • Proficiency in MS Office and CRM systems, • Attention to detail and strong math skills, • Strong ethics, with a customer-oriented attitude, • Outstanding communication skills, with the ability to foster long-term relationships #J-18808-Ljbffr

Are you experienced in client service and have a can-do attitude? Then you found the right position for you! As a Client Service Account Manager Associate within J.P. Morgan Payments team, you will maintain and enhance best in class Client Service to a designated portfolio of top tier Treasury Services Clients, promoting 100% Client satisfaction by interacting with the Client on service & operating issues and opportunities. • Develops, maintains and broadens partnerships with Clients; understands Clients' business to predict their needs and provide appropriate solutions, • Becomes the Clients' trusted adviser, • Assists in developing and executing strategic Client plans, • Promotes use of self-service tools to reduce number of Client enquiries, • Analyses payment and associated activities in order to identify efficiencies and cross sell opportunities, • Promotes sharing of experience and best practice across the Service team, • Participates in and support TS initiatives, • Identifies opportunities for product development and enhancement, • Develops internal partnerships (e.g. Sales, Operations, Product, WSS), • Identifies and escape potential risk associated with Client activities, • Records all Client interactions (e.g. calls, meetings, issues, proactive communications), • Excellent verbal and written communication skills, • Ability to work effectively under pressure whilst maintaining a professional manner, • Dual-ability to work effectively as both a team player and alone, • Demonstration of cultural sensitivity and awareness, • Proven negotiation skills, • Strong organisational skills; ability to manage multiple priorities whilst meeting deadlines, • Ability to develop and mobilise internal networks and resources, • Ability to effectively use and manage multiple systems, • Client service and portfolio management experience, • Knowledge and understanding of Treasury Services products, processes and risk policies nice to have, • Additional Languages are helpful for this role but not required J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise. #J-18808-Ljbffr

We have an excellent opportunity for a Business Account Manager to join our existing team here at LV=. As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families, and finances. Joining us means becoming part of a team that puts our members, customers, and advisers at the heart of everything we do. We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported, and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026. We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=. In this role, you’ll support a panel of financial advice intermediary accounts across your sales territory, helping to grow new business and retain profitable relationships for LV= Equity Release. Working closely with a Business Development Manager, you’ll strengthen adviser relationships, support business growth and help keep LV= front of mind. You’ll use your market knowledge and technical expertise to competently present the LV= Equity Release proposition, showing advisers how we can support them and deliver the right outcomes for their customers. This is a permanent role, based at our Hitchin office. We're able to consider hybrid working, in line with business need, so we can consider applications from candidates further afield. Please note that office presence will be required, ideally full-time, for your first six months within the role. • Achieve agreed business targets, including business volumes and the right mix of business from firms within your panel., • Work closely with a Business Development Manager to help your panel perform successfully., • Deliver against key business objectives and KPIs, including call volumes, quotations, applications and business retention., • Build and maintain strong relationships with advisers and firms through regular calls and Teams meetings, presenting the LV= proposition clearly and confidently., • Grow the number of advisers supporting LV= across your firms, panel and territory., • Keep your knowledge up to date across the LV= Equity Release proposition, competitor offerings and our position in the market., • Maintain and develop your technical skills to work effectively and efficiently., • Follow LV= standards, policies and procedures, including requirements relating to compliance and conduct risk., • Keep accurate records and reports in line with GDPR requirements., • Work collaboratively with colleagues to support shared company goals and business objectives. Our ideal candidate will have: • Knowledge of LV= products and an understanding of our wider Equity Release proposition, including the support and services we offer., • Strong communication skills, with the ability to present clearly over the phone and on Teams., • The ability to apply technical knowledge to adviser and client scenarios and explain information in a clear, practical way., • A good understanding of the wider market, competitor offerings and how LV= is positioned., • Experience of working in financial services, or another regulated environment., • Strong numeracy and literacy skills, with excellent attention to detail., • The ability to use tools such as PowerPoint, Microsoft Office and CRM systems., • A QCF Level 4 qualification or certificate in Equity Release, or a willingness to gain this within two years of starting the role., • An understanding of financial drivers and key business metrics. This role is a Band B in the LV= salary structure. At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes: • 26 days' holiday – increasing after two years of service to 28 days, • The opportunity to buy or sell up to five days of holiday, • An group bonus scheme based on company and personal performance, • Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance, • Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements), • Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover)Group Income Protection, once you reach 5 years of service, • Employee Assistance Programme (EAP) service for support when you need it, • Virtual GP service, • Shared parental leave, • Up to 20% discount on our life products for you and your immediate family. Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold. We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen. Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered. Go on, bring your true self to LV=. #J-18808-Ljbffr

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. Skybound Wealth UK is the FCA regulated arm of the business, operating since 2002 and advising clients UK-wide. We are headquartered in Bournemouth but open to advisers working with us anywhere in the country on a remote basis. We are looking for an experienced employed Private Wealth Adviser to join our UK team in Ferndown (Greater Bournemouth area), with a clear focus on retaining, servicing and building a client base across the UK. This role is suited to advisers who enjoy long-term relationship management with scope to grow an existing client book. You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, client service and growth. Success in this role is measured through positive client outcomes, retention, new client acquisition and recurring revenue growth. Fantastic compensation package with an OTE of £150,000. • Service an existing client base and look to grow this through referrals, professional networks and events, • Retain and deepen client relationships over time through high-quality advice and service, • Deliver holistic financial advice across investments, pensions, protection, tax and estate planning, • Review and adapt client plans in line with changing goals, circumstances and market conditions, • Unique to Skybound, have the ability to advise internationally mobile clients with assets, income or family across multiple jurisdictions, • Previous experience as a practising financial adviser, • Commercial mindset with a clear focus on retention, growth and client acquisition, • Ability to work autonomously while leveraging central support teams, • High standards of professionalism, organisation and follow-through, • An existing client base that can be transferred, with competitive terms offered, • Additional licences or willingness to obtain further regulatory permissions, • Experience advising expatriate or international clients We are licensed globally and support advisers with advising clients across multiple jurisdictions Plume technology designed to reduce administrative burden and maximise adviser time with clients Benefit from centralised compliance, operations and paraplanning Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background. #J-18808-Ljbffr

This is a role that will suit an experienced financial planner who understands that the best client relationships in this profession are built quietly, carefully and over many years. A founder-led financial planning firm with a loyal and established high-net-worth client base is looking for a financial planner to take ownership of a meaningful book of business and deliver the kind of holistic, personalised service that defines everything this firm does. The clients here are known as individuals - their families, their goals and their wider lives all inform the advice they receive - and the adviser stepping into this role will be expected to continue that approach without missing a beat. The founder has built something rare in an industry that often prioritises volume over depth. The culture is collaborative, thoughtful and genuinely enjoyable, and the work is substantive - spanning pensions and retirement planning, investment management, inheritance and tax planning and protection - underpinned by strong technical and paraplanning support. This is not a new business role. It is an opportunity to do meaningful work with clients who value the relationship as much as the advice, within a firm that feels the same way about them. Diploma qualified as a minimum, Chartered status preferred. Experience of working closely with high-net-worth clients in a holistic planning context is important. The right candidate will be as comfortable with the human side of this work as the technical. #J-18808-Ljbffr

Join to apply for the Paraplanner role at Skybound Wealth UK Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Skybound Wealth UK. Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Switzerland, UAE and Malaysia. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. Skybound Wealth UK handles all advice for UK-based clients and those repatriating back to the UK. Paraplanners are the engine room of our advice, helping deliver complex, high-value solutions for clients who trust us with their future. This role offers the opportunity to work alongside Private Wealth Advisers on pensions and retirement, investments, protection and estate planning, with cashflow modelling at the core of our proposition. The Paraplanner role requires excellent attention to detail and client service skills. We are seeking experienced candidates in the advice industry who could become a career Paraplanner or progress to a UK Private Wealth Adviser in the future. • Undertake detailed product and fund research across pensions, investments, protection, tax and estate planning, • Analyse client circumstances, objectives and existing arrangements to inform recommendations, • Use cashflow modelling tools to demonstrate outcomes and support adviser recommendations, • Prepare high-quality, detailed suitability letters and advice reports based on fact finds and information provided by Private Wealth Advisers, • Support Private Wealth Advisers through the end-to-end advice process, ensuring accurate and timely documentation, • Liaise with providers to obtain quotations, projections, policy information and technical details, • Ensure all work meets FCA standards, internal compliance requirements and company policies, • Keep up to date with regulatory, legislative and product changes, • Prepare meeting packs and relevant technical documents in advance, • Be a point of contact for technical queries from advisers and occasionally clients, • Monitor the provider matrix and model portfolios used for clients under Skybound Wealth UK, • Minimum of 3 years relevant financial services experience and experience in a financial advisory business in a similar role, • Level 4 Diploma ideally, or part qualified with a commitment to progress, • Strong technical knowledge across pensions, investments and protection, • High attention to detail with strong numeracy and written communication skills, • Good IT skills — intermediate level in Excel, Word and PowerPoint, • Experience with software packages such as FE Analytics is desirable, • Knowledge of cashflow modelling software (e.g. Voyant, Truth, CashCalc) advantageous, • Competitive basic salary, reviewed annually, • Exam and study sponsorship through to Chartered, • Flexibility to work from home, with visits to our Bournemouth Office in Ferndown, • Clear progression pathways: Senior Paraplanner, Technical Specialist or Private Wealth Adviser, • Opportunity to work with a global client base and complex cross-border cases, • Be part of a global business with recognition and awards across regions Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background. • Seniority level: Associate, • Employment type: Full-time, • Job function: Customer Service and Administrative Referrals increase your chances of interviewing at Skybound Wealth UK. Get notified about new Paraplanner jobs in Bournemouth, England, United Kingdom. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. Skybound Wealth UK is the FCA regulated arm of the business, operating since 2002 and advising clients UK-wide. We are headquartered in Bournemouth but open to advisers working with us anywhere in the country on a remote basis. We are looking for an experienced employed Private Wealth Adviser to join our UK team in Ferndown (Greater Bournemouth area), with a clear focus on retaining, servicing and building a client base across the UK. This role is suited to advisers who enjoy long-term relationship management with scope to grow an existing client book. You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, client service and growth. Success in this role is measured through positive client outcomes, retention, new client acquisition and recurring revenue growth. Fantastic compensation package with an OTE of £150,000. • Service an existing client base and look to grow this through referrals, professional networks and events, • Retain and deepen client relationships over time through high-quality advice and service, • Deliver holistic financial advice across investments, pensions, protection, tax and estate planning, • Review and adapt client plans in line with changing goals, circumstances and market conditions, • Unique to Skybound, have the ability to advise internationally mobile clients with assets, income or family across multiple jurisdictions, • Previous experience as a practising financial adviser, • Commercial mindset with a clear focus on retention, growth and client acquisition, • Ability to work autonomously while leveraging central support teams, • High standards of professionalism, organisation and follow-through, • An existing client base that can be transferred, with competitive terms offered, • Additional licences or willingness to obtain further regulatory permissions, • Experience advising expatriate or international clients We are licensed globally and support advisers with advising clients across multiple jurisdictions Plume technology designed to reduce administrative burden and maximise adviser time with clients Benefit from centralised compliance, operations and paraplanning Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background. #J-18808-Ljbffr

• 1 years minimum regulated financial planning experience. Earnings: Employed (£35,000–£45,000 basic + 10% bonus + 30% IAF on new business – no validation). Client bank: 150-200. About Twelve At Twelve Wealth Management, our primary focus is our clients. We look to establish strong, long lasting relationships with individuals/businesses based on trust and honesty. We do our upmost to ensure that clients meet their financial goals and aspirations in a tax efficient manner. We’re a dynamic company supported by a hard-working, ambitious and knowledgeable team. We focus on long-term planning outcomes that are right for our clients. We do not try to time the markets with short-term strategies. Building a better future requires loyalty and commitment, and we look for the same qualities in our clients. Are you: • Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious., • Someone who has a client-centric approach and mindset., • Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely., • Someone who cares deeply about service, strong team spirit and positive client outcomes. How Twelve Wealth Management will support you: • Access to an established portfolio of high-quality clients, with the opportunity to develop trusted, long-term relationships., • Comprehensive administrative support and industry-leading technology, enabling you to focus on delivering outstanding client outcomes, • Strong opportunities for career progression and earnings growth, alongside the flexibility to explore self-employment in the future if that aligns with your ambitions., • A supportive and collaborative culture, working alongside ambitious, knowledgeable and like-minded professionals This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives. #J-18808-Ljbffr

Location: Bournemouth Town Centre Job Type: Full-time | Permanent | Monday to Friday | No weekends At Better Health, we’ve been helping people protect their health for over 12 years. Now, we’re also helping our clients protect their families, their income and their future. This is an exciting time to join a growing company who are on a mission to expand and succeed. We’re looking for a Senior Protection Adviser to join our Bournemouth based team and help clients secure the right life insurance, critical illness cover and income protection. All leads are warm referrals from our medical insurance brokers and from enquiries through our website. This is a great opportunity for someone who wants to offer real advice, build trust with clients, and grow their income along the way. • Contact clients to explore protection needs, • Provide tailored advice across life cover, critical illness, and income protection, • Offer quotes and explain products clearly, • Maintain FCA‑compliant records and keep clients informed, • Build lasting relationships that go beyond one‑off sales, • Experience in protection advice and a strong record of achieving targets, • Excellent communication, listening, and client‑relationship skills, • Confidence explaining financial products in a simple, relatable way, • Self‑motivated and well‑organised, • R05 desirable, but not essential, • All warm leads – no cold calling, • A friendly, comfortable office environment, • A focus on quality advice and service, not quick sales, • Group Life Insurance, • Group Private Medical Insurance, • Company pension, • Discounted town centre parking, • Up to 28 days holiday + bank holidays + your birthday off, • Free breakfast, fruit and drinks, • Company events, • Monthly & quarterly bonus scheme Apply now or reach out for a confidential chat, we’d love to hear from you. Better Health Insurance Advice is committed to encouraging equality, diversity and inclusion among our workforce, where individual differences and the contributions of all staff are recognised, respected and valued. You must be authorised to work in the UK. No agencies please. #J-18808-Ljbffr

Twelve Wealth Management in the United Kingdom is seeking an experienced financial adviser to join a client-focused team. You will deliver tailored financial guidance to clients, building trusted, long-term relationships and helping clients meet their financial goals. You will manage an established portfolio, provide strategic planning, and work with supportive administration and leading technology to enable outstanding client outcomes. #J-18808-Ljbffr

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. Skybound Wealth UK is the FCA regulated arm of the business, operating since 2002 and advising clients UK-wide. We are headquartered in Bournemouth but open to advisers working with us anywhere in the country on a remote basis. We are looking for an experienced self‑employed Private Wealth Adviser to join our UK team, with a clear focus on building and growing a client base across the UK. This role is suited to advisers who enjoy client acquisition and long‑term relationship management. You will be supported by a fully licensed, multi‑jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth. Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth. • Develop and grow your own client book through referrals, professional networks, events and proactive outreach, • Convert prospects into long‑term advisory relationships, • Retain and deepen client relationships over time through high‑quality advice and service, • Advisers are expected to generate their own opportunities, supported by the group’s brand, network, marketing activity and professional introducer relationships, • Deliver holistic financial advice across investments, pensions, protection, tax and estate planning, • Review and adapt client plans in line with changing goals, circumstances and market conditions, • Unique to Skybound, have the ability to advise internationally mobile clients with assets, income or family across multiple jurisdictions, • Level 4 qualification in financial advice or equivalent, • Previous experience as a practising financial adviser, • Commercial mindset with a clear focus on growth and client acquisition, • Ability to work autonomously while leveraging central support teams, • High standards of professionalism, organisation and follow‑through, • An existing client base that can be transferred, with competitive terms offered, • Additional licences or willingness to obtain further regulatory permissions, • Experience advising expatriate or international clients We are licensed globally and support advisers with advising clients across multiple jurisdictions. Plume technology designed to reduce administrative burden and maximise adviser time with clients. Build your own book while benefiting from centralised compliance, operations and paraplanning. Competitive remuneration designed to reward advisers who build, retain and grow successful client relationships. Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background. #J-18808-Ljbffr

The role offers full training, exposure to client reports and financial planning, and a clear route into Financial Advice as you progress.

Provide holistic, regulated financial advice to new and existing clients. If you’re a Financial Advisor considering your next move—or simply open to a confidential conversation—apply via LinkedIn or message directly to find out more. Due to continued growth, we’re recruiting multiple Financi

Are you an experienced Financial Adviser looking to join a growing, independent financial planning business where you can play a genuine role in the next stage of its growth?. As part of this continued expansion, they are looking to appoint experienced Financial Advisers who want to do more than sim

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. The role involves driving performance, m

Eden Rose in Dorset is seeking an experienced Financial Adviser to join a growing, family-run wealth management practice.

A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices n Colchester. Exposure to pensions, drawdown, or holistic financial planning is a plus.

Exchange Street Claims & Financial Services is seeking a seasoned financial planner to advise an established client base and generate value through thorough client engagement. You’ll join a national firm that values structured onboarding and a track record of developing advisers from scratch.

Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and lender support. Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to speak to?. For the right adviser, t

IDEX Consulting Ltd is seeking an experienced Financial Adviser to take ownership of an established Colchester-based client book in East Anglia, delivering holistic financial planning and investment advice across a substantial portfolio (up to £50m AUM).

Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and lender support. Mortgage Adviser Cambridgeshire. Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to sp

You’ll contribute to research and report writing across pensions, investments, tax planning, trusts and protection, with close collaboration to Financial Advisers. Exchange Street Claims & Financial Services is seeking a paraplanner to join a busy technical planning team. A Level 4 Diploma in Fina

You will have previous experience in financial services administration, sales, financial planning. You will deliver expert financial advice, strategic planning, and personalised wealth solutions. You will hold the CII/LIBF Level 4 Diploma in Regulated Financial Planning.

Are you an experienced Financial Adviser looking for a genuine long-term opportunity with a growing, independent wealth management business where you can inherit an established client bank and play an important role in its succession strategy?. As part of its continued expansion, they are looking to

RGH-Global Ltd is recruiting a Financial Adviser in Bournemouth to join an established wealth management practice. You'll provide high-quality financial planning and ongoing advice, with a hybrid working arrangement and a competitive package including a bonus. A Level 4 Diploma in Financial Planning

Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option).Q1/Q2 2026 (Looking specifically for the right delegate here ).Are you a driven and experienced.Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK.Based in the beautiful Cumbria

We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser, who are looking to take the next step into a client-facing financial advice role. Job Title: Junior Financial Adviser. Recruit UK is partne

Exchange Street Claims ltd is recruiting a financial adviser to service an existing client base with full paraplanning and admin support. You’ll become part of a national firm that acquires client banks from retiring advisers.

Are you an experienced Financial Adviser looking to join a growing, independent financial planning business where you can play a genuine role in the next stage of its growth?. As part of this continued expansion, they are looking to appoint experienced Financial Advisers who want to do more than sim

Castle Wealth is looking for an Independent Financial Adviser to take responsibility for an established and manageable client bank within our growing independent financial planning business. You will be a Level 4 Diploma-qualified Financial Adviser with experience of working directly with clients an

Exchange Street Claims & Financial Services is seeking a level 4 qualified financial planner (IFA or restricted) to advise clients on pensions and investments. You’ll be empowered as a self-starter, with CAS and 2+ years of adviser experience.

Eden Rose is seeking an experienced Financial Adviser to join its Midlands hybrid operation across multiple locations.

Recruit UK is sourcing a Financial Adviser in Manchester to join a leading UK-wide Independent Financial Advice firm. You will manage existing clients, nurture leads, and attract new business while guiding clients toward financial independence.

Capricorn Financial Mortgages is seeking a CeMAP-qualified Mortgage Adviser for a self-employed, introducer-led role.

Eight Financial Advice in the United Kingdom is seeking an experienced Diploma-qualified Financial Adviser to join our team.

Candidates should have a minimum of 2 years experience in financial advisory and be qualified to at least Level 4 Diploma in Financial Planning. A leading financial advisory firm in the UK is looking for experienced, ambitious, and client-focused advisers to join their team. This role presents an ex

Capricorn Financial Group is seeking a Mortgage Adviser for a self-employed role with introductory-led leads and remote work options, plus access to the Newmarket office.

Working alongside a team of Financial Advisers, you will provide high-quality technical paraplanning support across a varied range of financial planning cases. This is a fantastic opportunity for an experienced paraplanner who enjoys the technical side of financial planning, wants to work closely wi

Eight Financial Advice is growing, and we're looking for an experienced, Diploma-qualified Financial Adviser to join our team in Whiteley. With £5bn in funds under management and more than 20,000 clients across the UK, Eight Financial Advice has built a successful advice business around putting cli

You can't become a great financial planner if you're not seeing enough clients. This is a national firm that acquires client banks from retiring advisers. You'll join a team of 50+ advisers focused on servicing an existing client base properly.

Eight Financial Advice in Whiteley is expanding and seeks a Diploma-qualified Financial Adviser to join as a self-employed professional. The model includes in-house paraplanning, personal assistance and compliance support so you can focus on delivering great financial advice and developing long-term

You can’t become a great financial planner if you’re not seeing enough clients. This is a national firm that acquires client banks from retiring advisers. You’ll join a team of 50+ advisers focused on servicing an existing client base properly.

Self-Employed Financial Adviser Build your future with Eight Financial Advice Eight Financial Advice is growing, and we're looking for an experienced, Diploma-qualified Financial Adviser to join our team in Whiteley. You'll also benefit from: A clear and transparent remuneration structure Potential

We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Medical professionals. Experience of providing financial planning in a regulated environment and ideally working with complex advice and wealth management. Are you a financial a