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Job Title: Paraplanner Location: Gloucester (Hybrid Working) Salary: Negotiable An ambitious and growing financial planning firm is expanding its back-office team based in Gloucester and is looking to appoint an experienced Paraplanner. This role offers an excellent opportunity for a technically strong professional who thrives on close collaboration with Financial Advisers and delivering high-quality, compliant advice materials. The Role This role plays an important part in supporting advisers through detailed research, thorough analysis of client needs, and the delivery of detailed, clear, financial planning reports aligned to client objectives and offers a flexible, hybrid working structure also. Key Responsibilities • Produce compliant financial planning reports to support adviser recommendations, • Conduct technical research into products, providers, and planning strategies, • Support advisers with client servicing, reviews, and ongoing queries, • Serve as a point of contact for routine adviser and client enquiries, • Prepare review documentation and source illustrations where required, • Stay current with industry legislation, products, and regulatory requirements Key Requirements • Experience within a financial advice or wealth management firm, • Strong paraplanning and report-writing capability, • Diploma in Financial Planning (or currently studying towards) preferred, • Excellent organisational and workload management skills, • High level of accuracy and attention to detail Benefits • Hybrid working arrangements available, • Full support and funding for professional industry qualifications, • Up to 30 days’ annual leave (plus bank holidays), • Life insurance cover provided, • Opportunity to progress into a Financial Adviser role in the future

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment. You will work closely with Chartered Financial Planners, gaining exposure to complex cases, technical planning work, and high-quality client service delivery. The role offers genuine progression towards becoming an Adviser for the right individual. Benefits: • Exposure to Chartered-level financial planning work, • Career progression towards Adviser status, • Supportive and collaborative team environment, • Ongoing training and professional development, • Opportunity to work on complex, high-quality client cases

As well as financial strategy, financial governance, budgeting, forecasting, statutory compliance, risk management, and leadership of the finance function, the FD is a trusted adviser to the Diocesan Secretary, Bishops Senior Staff Team, and the Board of Finance, enabling informed and confident deci

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.

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

A client-centric financial firm in the West Midlands is seeking a Self Employed Financial Adviser to join their team. With a modern technology stack in place, you will deliver essential financial services such as pensions and ISAs.

Advisers feeding you qualified leads daily. Work closely with your adviser pod to maximise referral volumes and retention. A protection adviser who wants a bigger platform.

Proven working experience as a Financial Adviser, Financial Planner or relevant experience. Assess client’s overall financial picture, understand their needs and develop a solid financial plan. Keep abreast of new industry’s trends and research market to back up financial consulting.

A financial services organization in Broadland is seeking an experienced Financial Adviser to lead client meetings and provide tailored financial advice. Proven experience and a Level 4 Diploma in Regulated Financial Planning are essential.

Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity to specialise in divorce‑focused financial planning, working with high‑net‑worth individuals navigating one of the most critical financial moments of th

Clark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to compliment the existing team. Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objecti

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

A leading wealth management firm in Marlow seeks a Trainee Financial Adviser to support daily administration and client support. This role offers a structured pathway to becoming a qualified Financial Adviser, with responsibilities including client communication, documentation preparation, and maint

A leading insurance company in Africa is looking for self-motivated individuals to fill the role of Financial Adviser. Candidates will focus on identifying financial needs and implementing tailored financial plans. This position requires an entrepreneurial spirit and a passion for providing customer

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: East Londonposted on: Posted Todayjob requisition id: JR-71611Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The role at a gl

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 Mortg

A prominent financial advisory firm in the United Kingdom is seeking experienced and ambitious advisers to help grow their businesses. Candidates should have a minimum of 2 years in financial advisory and possess a Level 4 Diploma in Financial Planning.

A financial advisory firm is seeking a knowledgeable Financial Adviser to join its Private Wealth division in the UK. Key responsibilities include providing holistic financial advice, compiling investment reports, and identifying new business opportunities. Candidates must hold a Level 4 Diploma in

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 you'll be doing as Financial Adviser. What we're looking for as Financial Adviser.

A leading mortgage brokerage in Greater London seeks Self-Employed Mortgage Advisers, both experienced and trainees, to leverage warm leads and a high-performance culture for rapid income growth.

A financial services organization in the United Kingdom is seeking an experienced Financial Adviser to oversee client portfolios and provide strategic financial advice across investments, pensions, and tax planning. Candidates should have a Level 4 Diploma in Regulated Financial Planning and proven

A minimum 12 months’ financial services experience as a Financial Adviser.

A leading financial advisory firm is seeking a Trainee Financial Adviser to manage and service existing client portfolios effectively. The ideal candidate will have a Level 4 diploma in Financial Planning and be a confident communicator capable of simplifying complex advice.

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advising an existing client base, managing structured financial reviews, and enhances skills toward full C

A financial planning firm in South East London is seeking a Financial Adviser to join their team. This role focuses on building trusted client relationships and delivering high-quality financial advice with a strong support system.

A well-established financial planning firm in Central London is seeking a qualified Financial Adviser to manage an existing client portfolio while developing new opportunities. The role involves delivering comprehensive financial advice covering investments, retirement planning, and more. Candidates

James’s Place Financial Adviser Academy offers an industry-leading programme that supports and trains new advisers to achieve the qualifications and skills they need for a successful career in financial advice and the launchpad to grow your own business. You don’t need to be great at maths or ha

A leading financial consultancy based in Norfolk is seeking an experienced Financial Adviser. Your responsibilities will include providing regulated financial advice, managing a client portfolio, and ensuring compliance with FCA standards. Ideal candidates will have a Level 4 Diploma in Financial Ad

A leading mortgage brokerage in Central London is looking for a Protection Adviser with a strong background in life sales and mortgage protection.

Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. Networking, presentation and business development s

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

Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity to specialise in divorce-focused financial planning, working with high-net-worth individuals navigating one of the most critical financial moments of their li

At least 3-5 years of experience as a financial adviser, with a demonstrable record of success in advising clients on a wide range of financial matters. Manage a portfolio of clients effectively, ensuring that all aspects of their financial plans are reviewed regularly and appropriately. Ensure all

A wealth management firm in London is seeking an experienced Financial Adviser to specialise in divorce-focused financial planning. The ideal candidate will have a minimum of 3 years’ experience and a Level 4 Diploma, with a passion for helping high-net-worth clients navigate key financial moments

A progressive financial services firm in Greater London seeks a Financial Adviser to manage client relationships and deliver tailored financial advice in compliance with regulations. This role involves building long-term client trust, conducting thorough financial reviews, and ensuring all advice me

A reputable financial advisory firm in the United Kingdom is seeking an Experienced Financial Adviser to take over and develop an existing client portfolio.

As a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice. Are you looking for a rewarding career in financial services with an expanding, forward-thinking company?. We are seeking advisers who combine strong

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.

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.

The role involves championing clients' financial goals through tailored financial advice and strategic planning. Candidates should possess a Senior Certificate and have a minimum of 24 months' experience in the financial industry.

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 advisory training program is seeking motivated individuals for its comprehensive training programme to become qualified financial advisers. Apply now to start a fulfilling career as a financial adviser.

Due to continued growth, we’re recruiting multiple Financial Advisors to join a well‑established and expanding advisory business with opportunities available across London and the surrounding counties. Provide holistic, regulated financial advice to new and existing clients. If you’re a Financ

Knowledge of financial products, protection policies, and experience in financial consulting or advisory. Your goal is to help individuals identify ways to eliminate financial risks and recommend the most appropriate products and services, ensuring clients are aware of the products that best meet th

The role involves writing Financial Planning Reports, supporting Advisers in client research, and ensuring compliance with industry standards. A national financial advisory firm is seeking an experienced Paraplanner to join their team in Grimsby. This position offers a dynamic work environment with

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

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