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Role Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group. This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing relationships with professional introducers. It's a proper balance - you'll have an established client bank to work with from day one, giving you immediate engagement opportunities, but also the scope and support to grow your own book through your connections and business development skills. The business is growing rapidly with strong financial backing and a clear vision for the future. They focus on helping clients plan for a life well lived, supporting them through every stage of their financial journey. What's Required? • Level 4 qualified as a minimum (ideally working towards Chartered or already Chartered), • Minimum 5 years' experience as an Independent Financial Adviser, • Experience managing HNW clients, • Strong technical financial planning knowledge across wealth management, pensions, protection, and investments, • Excellent client relationship and communication skills, • Entrepreneurial attitude with ability to adapt to changing market requirements, • This role suits someone who's confident with existing clients but also enjoys getting out there, building connections, and developing the business. Why Join? The package: • Salary of £70,000 - £90,000 depending on experience, • Performance-based bonus on client fee income, • Full benefits package including pension, holiday, holiday trading scheme, healthcare benefits, life cover and other flexible benefits, • 25 days annual leave plus bank holidays, • Community involvement opportunities, • Shopping discount platform, • Support with networking through company-sponsored events, • Access to leading financial planning software and tools Our client is serious about creating a place where people belong and can grow. The culture is collaborative with honest feedback and shared success. They're committed to making a positive impact both for clients and in the wider community. If you're an experienced Financial Planner looking for your next move and this sounds like the kind of role you'd be interested in, get in touch or apply with an up-to-date CV.

A well-established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer-facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross-sell where appropriate. What you'll be doing Handling incoming calls and emails and providing a great customer experience Providing motor and home insurance quotations and converting quotes into new business Processing policy changes, updates and general insurance transactions Supporting renewals and helping retain existing customers Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant Keeping customer records up to date on the CRM system (Microsoft Dynamics) Supporting proactive outbound activity to generate new opportunitiesWhat we're looking for Experience in motor and home insurance (commercial exposure is a bonus, but not essential) Confident, friendly communication skills (phone, email and face-to-face) A genuine "can-do" attitude and pride in delivering excellent service Organised, reliable and able to manage your own workload and deadlines Comfortable using IT systems/CRM and happy learning new products and processes Minimum 5 GCSEs (or equivalent), including Maths and EnglishBenefits Full training and development (technical + sales skills) Support with CII qual...

The Financial Adviser will provide expert advice to clients, assist in developing tailored financial plans and support individuals and families with investment and retirement planning. Appropriate financial qualifications such as Diploma in Financial Planning (DipPFS) or equivalent. Relevant experie

A leading financial advisory firm in Colchester seeks an ambitious Financial Adviser to provide expert financial planning advice to clients. The role offers access to an existing client bank and utilizes leading financial planning software. Ideal candidates have strong UK financial services knowledg

Saltus is a privately owned financial planning and discretionary investment management house, managing and advising on over £9 billion of client assets. Whether you’re ready to apply, have questions, or simply want to find out more, feel free to get in touch with our recruitment team atrecruitmen

Job Title: Trainee Mortgage Adviser. We now have an additional opportunity to join Partridge Mortgage Services, part of The New Homes Group, the UK’S leading new homes mortgage provider as a Trainee Mortgage Adviser and start a long term career in Financial Services. Location: During the training period which is expected to last 24 months you will be based full time at our Colchester office. Please ensure you are in commutable distance to CO3 0JS. Once your training is complete and you have your full CeMAP qualifications you will gain promotion to become a full time home based Mortgage and Protection Adviser** Target: Candidates with a strong desire to work within the Financial Services arena, with a strong demonstrable track record in customer service and or sales. Year One Rewards: During the first 6 month you will receive a guaranteed salary of £30,000 (£26,600 basic and £3,400 guarantee), then reducing to a basic salary of £26,600 after 6 months but with a generous commission and benefits package which then provides a realistically and achievable first year OTE £30K-£32K, plus you can increase your earnings by taking advantage of overtime which is regularly available and paid at £150 per day. After 24 Months: You will have the opportunity to become a fully CeMAP Qualified, Home Based Mortgage Adviser, with a basic salary of up to £35K and an expected OTE of £70K** CeMAP Support: We will provide full financial support to gain CeMAP Mortgage Adviser qualifications, including full provision for study materials with all exam entry costs paid for by us. Working hours: Working a 4 week rotating rota including early and late starts, working every other weekend is required. Main purpose of the role: During your 24 month training period, you will be responsible for making and receiving calls to customers referred to us by our national house-builder clients. Your role will require you to accurately record their details as part of their mortgage application, partially completing a fact find and researching lenders affordability and criteria, utilising your excellent sales and customer service experience with the intention of arranging an appointment with one of our specialist Mortgage Advisers. Required Knowledge, skills and qualifications: A strong desire to work within the Financial Services Industry, particularly within mortgages and protection. A strong track record in customer service and sales. Excellent inter-personal and presentation skills, with outstanding communication and listening skills, with the ability to explain complex information in a clear and simple format. Organised, and adopts a disciplined and structured approach to work. Highly competent user of IT and a competent Microsoft Office user, including Excel, Word and Outlook. You must have a full driving license and use of your own vehicle to be able to get to and from our offices as required. Benefits*: Unrivaled opportunities for progression, promotion and personal development in an expanding and market leading business. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24 hour Well-being Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discount on Nuffield Gym Membership. Discounts on estate agency, mortgage and surveying services. Salary Sacrifice Personal Car Leasing Scheme available. (*Subject to T&C’s) (**Subject to CeMAP qualification and meeting agreed targets and standards) If this role sounds of interest please forward your CV by clicking Apply Now, or feel free to call Amelia Jenkins on 01206- (phone number removed) for a confidential chat

Owl Financial is part of one of the UK’s largest networks of financial advisers and advise on protection products from a selected panel of leading insurers.

Our client, a very well-established organization with over 30 years in the industry and centred upon providing the highest possible service to its clients is seeking an experienced Independent Financial Adviser to join the team. This is a full time office based role, with the purpose being to provid

Join Our Winning Team in the Financial Industry! 🚀. We’re seeking people who are confident in generating their own leads, passionate about growth, and eager to excel in the financial industry.

Financial Adviser – South East London | Client-Focused, Relationship-Led Firm. They are now looking to add an additional Financial Adviser to the team — not just to handle demand, but to play a key role in the next phase of the business. Qualified Financial Advisers (Level 4 Diploma / CAS).

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What we're looking for as Financial Adviser. What you'll be doing as Financial Adviser.

Our support, systems, and service are all set up to enable you to become a happier, more successful financial adviser. We are looking for self-motivated, self-employed independent financial advisers who meet the following minimum criteria:. We have a host of office systems set up to help you ensure

Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. Just quality financial planning, proper support, and the time to do the job right.

A financial planning firm in the United Kingdom is seeking a Junior Financial Adviser committed to progressing toward Chartered status. The role involves supporting senior advisers, preparing for client meetings, and contributing to financial planning recommendations.

Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. Just quality financial planning, proper support, and the time to do the job right.

At Wealthmax Financial Advisers Ltd, we are a dedicated and experienced team of financial specialists focused on helping individuals and families protect and grow their wealth. Apply now to take the first step in a rewarding career with Wealthmax Financial Advisers Ltd. We are excited to offer a Tra

Strong, proven experience in providing holistic financial advice within a regulated environment. Familiarity with financial planning software such as Intelliflo, Xplan, or Voyant. The successful candidate will provide comprehensive financial planning and investment advice, managing client portfolios

A City-based financial planning firm is seeking a. This position is ideal for a Level 4 qualified adviser who is looking to build confidence, capability, and autonomy within a structured and well-supported environment. The role offers a clear pathway toward achieving full Competent Adviser Status.

A UK financial services recruitment firm is seeking a Junior Financial Adviser to join their expanding team in London. You will build long-term relationships with clients and provide well-informed financial advice while maintaining the company’s standards. A strong background in financial services

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. This is your chance to join a fully supported career transition programme (funding available) that wi

Financial Adviser – Relocation to Hong Kong / Dubai. At Eight Wealth International we are looking for an experienced, Diploma qualified Financial Adviser to join our Hong Kong or Dubai offices. This is a fantastic opportunity for an already experienced adviser looking to relocate.

We have an exciting opportunity for you to join Foresters Financial as a Financial Advisor. Our referencing process includes 6 years of employment references plus financial and criminal record checks. In this role, you will use your sales expertise to help families and individuals achieve their fina

Our unique culture is one of high quality, hand‑picked, Independent Financial Advisers collaborating across the UK. A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regula

A leading financial planning firm is seeking a qualified Financial Adviser to deliver FCA-compliant financial advice across pensions, investments, and protection products. The ideal candidate will have a Level 4 Diploma and proven experience providing holistic financial advice.

A growing financial services firm in the United Kingdom is seeking self-employed financial advisers to join their rapidly expanding team. The ideal candidates will possess a Level 4 Diploma in Financial Planning and have exceptional communication skills.

Foresters Financial is not your typical financial services provider. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley. We have an several exciting opportunity for you

A financial advisory firm in London is seeking an experienced Financial Adviser to specialise in divorce-focused financial planning for high-net-worth clients. You will provide empathetic financial advice, support clients through complex transitions, and build strong relationships during sensitive s

A growing financial services company in the UK is seeking self-employed independent financial advisers with at least 2 years of experience to join their team. Advisers will benefit from a unique payment structure where they can retain 70-95% of their gross income based on performance. Ideal candidat

At least one year of experience operating as a Financial Adviser. Take responsibility for an existing portfolio of clients, providing ongoing, compliant financial planning advice. Strong administrative and paraplanning support to allow advisers to focus on clients.

A financial services provider is seeking a Financial Adviser for a home-based role.

A leading financial advisory firm in London is seeking driven Financial Advisers who are ready to break away from outdated wealth management. With a focus on client-first service, you will have autonomy in managing your client bank and utilize advanced technology for financial planning.

A financial service provider is seeking individuals to join Quilter Academy as qualified financial advisers. This role focuses on building meaningful relationships with clients while undergoing comprehensive training to achieve a Level 4 Diploma in Regulated Financial Planning.

The successful candidate will have a Level 4 Diploma in Regulated Financial Planning and experience in financial planning. A recruitment agency is seeking an Independent Financial Adviser in the York or Leeds areas. The role involves providing financial advice primarily to private clients and some c

Experience within a wealth management / financial planning environment. Exposure to high‑quality clients and experienced advisers.

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. This is your chance to join a fully supported career transition programme (funding available) that wi

A reputable financial advisory firm in London is looking for a Financial Adviser to join their team. The ideal candidate should have at least 3 years of experience, hold a Level 4 Diploma in Financial Planning, and be driven to deliver high-quality financial advice.

Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leve

Level 6 / Chartered Financial Planner status (desirable)Proven background as a Financial Adviser or Wealth Planner, ideally within personal injury, medical negligence, or court of protection work. We are looking for an experienced and empathetic Specialist Financial Adviser to join our growing team

A financial services company in the United Kingdom is seeking experienced Self-Employed Mortgage Advisers to join their growing team.

Are you an experienced Financial adviser?. Have experience in Financial services and understand the adviser client journey. They are looking for an experienced Financial Adviser to join their team based in Norfolk.

The role involves writing Financial Planning Reports, supporting Advisers in client research, and ensuring compliance with industry standards. This position offers a dynamic work environment with a focus on delivering high-quality financial services. A national financial advisory firm is seeking an

A financial training organization in the UK seeks individuals ready for a career change into financial advising. They offer a structured training programme to achieve a Level 4 Diploma in Regulated Financial Planning and provide business support for successful candidates.

This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser. Apply today and start your journey toward a fulfilling new career as a financial adviser. Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Op

A financial advice firm in Greater London is seeking a focused Shadow Adviser to join their team. You will learn directly from experienced advisers and a paraplanner, developing client relationships over time. The role requires Chartered status or a commitment to achieving it, along with experience

This fully supported career transition programme aims to train new financial advisers, offering extensive training and mentoring support. A financial training program in the UK is seeking motivated individuals for its Academy.

A structured career pathway to becoming a qualified Financial Adviser. My client will invest in your development every step of the way – with training, mentoring, and full support towards becoming a qualified Financial Adviser. Work closely with senior advisers, joining client meetings and seeing

A financial planning firm is seeking a Financial Adviser Team Manager in London to drive team performance and support advisers. Ideal candidates have a background in financial services and experience leading people.