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Job Title: Mortgage Adviser \n Location: Whiteley, Hampshire \n Contract Type: Full-Time/Part-Time (Flexible) \n Salary: Salary circa £27,500 per annum plus performance-related bonus (Salary pro-rata for part-time). \n About Us: \n Park Gate (Mortgage and Protection) Ltd is a leading financial services provider specialising in mortgage and protection advice to a diverse range of clients. We pride ourselves on our com... \n \n ZIPC1_UKTJ

Templegate Recruitment \n Specialist Recruiters in Financial Services \n Job Title: \n Senior Paraplanner / Paraplanning Manager \n Location: \n Fareham \n Salary: \n £35,000 - £60,000 (depending on experience) \n Benefits: \n\n • Quarterly bonus scheme\n, • Pension scheme\n, • On-site parking\n, • Opportunity to lead and develop a small paraplanning team\n, • Potential for one day working from home per week (following successful probation and subject to business needs)\n\n About the Company: \n Templegate Recruitment is proud to be working with a well-established, independent financial planning firm seeking an experienced Senior Paraplanner or Paraplanning Manager to join their growing business. \n This opportunity has arisen as the current Senior Paraplanner is progressing into a Financial Adviser position, creating an exciting opening for someone looking to take the next step in their career. \n The business has a close-knit and collaborative culture, with a dedicated team of four paraplanners. This is an excellent opportunity for an experienced professional who enjoys remaining hands-on while also leading, mentoring and supporting a small team. \n Key Responsibilities: \n\n • Lead, manage and develop a team of four paraplanners.\n, • Produce high-quality suitability reports and financial planning documentation.\n, • Conduct technical research across pensions, investments and protection products.\n, • Work closely with Financial Advisers to deliver excellent client outcomes.\n, • Review and maintain high standards of report writing and technical accuracy.\n, • Provide guidance, mentoring and technical support to the paraplanning team.\n, • Assist with process improvements and ensure efficient workflow management.\n, • Utilise Salesforce and other internal systems effectively.\n, • Maintain up-to-date knowledge of industry legislation and regulatory changes.\n\n What We're Looking For: \n\n • Previous experience as a Senior Paraplanner or in a Paraplanning leadership role.\n, • Ability to lead, motivate and support a small team.\n, • Excellent technical knowledge across pensions, investments and financial planning.\n, • Strong report writing and analytical skills.\n, • Experience using Salesforce or similar CRM systems.\n, • Excellent communication and organisational skills.\n, • Ideally Chartered Financial Planner or Fellow qualified; however, candidates with significant paraplanning experience and strong technical ability will also be considered.\n\n Desirable Skills: \n\n • Chartered Status or Fellow qualification.\n, • Previous people management or mentoring experience.\n, • Strong technical and compliance knowledge.\n, • Ability to work collaboratively within a small, supportive team.\n, • Passion for developing colleagues and improving processes.\n\n How to Apply: \n Interested? Submit your CV today! \n If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss the role in more detail. We'll also take the time to understand your career goals and highlight other opportunities that may be a great fit. \n Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Technical Client Support Specialist / Paraplanner \n Fareham, Hampshire | Hybrid \n £38,000–£45,000 + discretionary bonus & benefits \n Our client is a growing Independent Financial Adviser firm looking for a Technical Financial Planning Administrator / Paraplanner who is working towards their exams to join their friendly and collaborative team. \n This is a great opportunity for someone who enjoys the technical side of financial planning and is keen to broaden their knowledge and progress chartered status. \n The Role \n Working closely with advisers, you will support the full financial planning process, including: \n\n • Reviewing client circumstances and existing arrangements.\n, • Conducting technical research across pensions, investments, protection, taxation and estate planning.\n, • Completing financial planning calculations.\n, • Preparing suitability reports and recommendation documentation.\n, • Supporting advisers with cashflow modelling and technical strategy.\n, • Managing cases through to completion and liaising with providers and colleagues.\n, • Contributing to improving technical processes and standards.\n, • Developing your knowledge and taking on increasingly complex cases over time. \n\n We're looking for someone with: \n\n • Level 4 Diploma in Regulated Financial Planning or equivalent.\n, • Experience in a Paraplanning, Technical Support or Financial Planning role within an IFA or wealth management environment.\n, • Good knowledge of pensions, investments, protection and taxation.\n, • Strong analytical, research and written communication skills.\n, • Excellent attention to detail and organisation.\n, • A genuine interest in continuing professional development.\n\n Level 6 / Chartered status isn't essential – support will be provided for the right person looking to progress. \n What's on Offer? \n\n • £38,000–£45,000 depending on experience.\n, • Discretionary bonus.\n, • Life & critical illness cover.\n, • Income protection.\n, • Pension scheme.\n, • Support towards professional development and Level 6 progression.\n, • Flexible hybrid or home-based working.\n, • Friendly, collaborative working environment.\n\n If you're a Level 4 qualified or working towards it, Paraplanner or Technical Financial Planning professional looking for your next step, we'd love to hear from you. \n For more information please apply or contact Tegan at Dynamite Recruitment \n #Financialservices2026

Independent Financial Adviser \n Fareham or Dorchester or Chiswick (W. London) \n Hybrid or Office Based \n OTE £80,000 - £100,000+ \n An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients. \n The role can be office based, hybrid or possibly even remote. There are offices in Fareham, Dorchester and Chiswick which can be used for client meetings. The administration and management team are based at the head office in Fareham. \n In return there is a competitive, negotiable package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career. \n You will be minimum of Diploma and have experience as a Financial Adviser / Planner. This role may suit a Mortgage Adviser who is looking to move into Wealth Planning and has started working through the DipFA exams. \n Please send your CV to Douglas McDougall for more information on this opportunity.

The firm offers benefits such as private medical and a pension contribution, along with flexible working arrangements.

Recruit UK are working on an excellent opportunity for a Financial Adviser in Fareham to join a Wealth Management firm. Our client is a successful Financial Adviser that is seeking a qualified individual to join his firm. Right now, Recruit UK are pleased to be working with a Wealth Management firm

A growing and successful Quilter Financial Planning firm is looking to recruit an ambitious Financial Adviser at the beginning of their advisory career. Is passionate about building a career in financial advice. Enjoys engaging with clients and helping them achieve their financial goals.

Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established Wealth Management firm in Fareham. Due to continued growth, they are seeking a qualified adviser to take over existing client relationships while also supporting the development of new business oppor

Park Gate (Mortgage & Protection) Ltd, an independent mortgage intermediary based in Whiteley, Fareham, is seeking a Mortgage Adviser to provide tailored mortgage advice across the UK market. You will assess clients' financial situations and recommend suitable products from the full UK mortgage mark

Quilter Financial Planning is recruiting an ambitious Financial Adviser at the start of their career. You will receive comprehensive training, paraplanning support, and access to quality leads while progressing toward an advisory career with mentoring from experienced advisers.

Technical Client Support Specialist / Paraplanner Fareham, Hampshire | Hybrid £38,000–£45,000 + discretionary bonus & benefits Our client is a growing Independent Financial Adviser firm looking for a Technical Financial Planning Administrator / Paraplanner who is working towards their exams to join their friendly and collaborative team. This is a great opportunity for someone who enjoys the technical side of financial planning and is keen to broaden their knowledge and progress chartered status. The Role Working closely with advisers, you will support the full financial planning process, including: Reviewing client circumstances and existing arrangements. Conducting technical research across pensions, investments, protection, taxation and estate planning. Completing financial planning calculations. Preparing suitability reports and recommendation documentation. Supporting advisers with cashflow modelling and technical strategy. Managing cases through to completion and liaising with providers and colleagues. Contributing to improving technical processes and standards. Developing your knowledge and taking on increasingly complex cases over time. We're looking for someone with: Level 4 Diploma in Regulated Financial Planning or equivalent. Experience in a Paraplanning, Technical Support or Financial Planning role within an IFA or wealth management environment. Good knowledge of pensions, investments, protection and taxation. Strong analytical, research and written communication skills. Excellent attention to detail and organisation. A genuine interest in continuing professional development. Level 6 / Chartered status isn't essential – support will be provided for the right person looking to progress. What's on Offer? £38,000–£45,000 depending on experience. Discretionary bonus. Life & critical illness cover. Income protection. Pension scheme. Support towards professional development and Level 6 progression. Flexible hybrid or home-based working. Friendly, collaborative working environment. If you're a Level 4 qualified or working towards it, Paraplanner or Technical Financial Planning professional looking for your next step, we'd love to hear from you. For more information please apply or contact Tegan at Dynamite Recruitment #Financialservices2026