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This Senior Technical Administrator to IFA Senior Adviser job offers a rare opportunity for an experienced career administrator to step into a trusted, senior support role working directly with a highly established Independent Financial Adviser with high net worth clients.This position sits at the heart of a professional financial planning business and combines senior level technical IFA administr... ZIPC1_UKTJ

Executive PA to Senior Advisor\nFull-time, office-based – Leicestershire (our ref AL1401)\nSalary: Competitive, dependent on experience\nIndustry: Independent Financial Advice (IFA)\nIf you’re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we’d love to hear from you.\nMy client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support.\nAbout the Role\nThis is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities.\nThis role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership.\nKey Responsibilities\nExecutive PA Support to the Senior Advisor\n * Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised.\n * Manage confidential and sensitive information with absolute discretion.\n * Prepare briefing documents, meeting packs, agendas and follow-up actions.\n * Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner.\n * Coordinate travel, meetings, events and key leadership engagements.\n * Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams.\n * Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities.\nIFA Technical Administration\n * Process LOAs and liaise with product providers.\n * Prepare valuations, portfolio comparison analytics and cashflow modelling inputs.\n * Manage attitude-to-risk questionnaires and support suitability documentation processes.\n * Produce and prepare client appointment packs for new and existing clients.\n * Carry out fund switches and “no action” suitability letters where required.\n * Manage adviser diary booking and scheduling for client meetings.\n * Process new business applications, ensuring accuracy and regulatory compliance.\n * Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor.\n * Handle death claims with professionalism, sensitivity and empathy.\n * Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures.\n * Keep up to date with product, legislative and industry changes.\nWhat We’re Looking For - Essential Experience\n * Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential).\n * Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion.\n * Strong understanding of IFA processes, compliance requirements and provider interactions.\nSkills & Attributes\n * Exceptional professionalism, confidentiality and judgement.\n * Highly organised, proactive and able to manage competing deadlines.\n * Confident communicator with excellent written and verbal skills.\n * Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage.\n * Able to work independently with minimal supervision while maintaining high accuracy.\n * Composed under pressure; able to navigate interruptions and shifting priorities.\n * A positive, solutions-focused team player who contributes ideas for improving processes and client service.\nWhy Apply?\n * Opportunity to work directly with the Senior Advisor in a trusted, high-impact position.\n * A supportive, professional environment committed to excellence in client service.\nIf this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

Paraplanner\n\nLeicestershire (Our Ref AL1390)\n\nHybrid option available – up to 2 days working from home after successful completion of probationary period.\n\nSalary £35,000 - £38,000 dep on exp + benefits\n\nMy client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.\n\nYou will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered.\n\nDuties and responsibilities include:\n\n * Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing\n\n * Managing your own workflow whilst using your initiative to meet agreed service levels\n\n * You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.\n\n * Excellent organisational and communication skills.\n\n * Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.\n\nSkills and experience required:\n\n * Experience of producing bespoke technical suitability reports.\n\n * An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems.\n\n * Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports.\n\n * Fund performance and risk analysis\n\n * Cash flow modelling.\n\n * Manage complex cases, from inception to completion and find solutions to technical problems.\n\n * Manage queries and provide suitable remedies.\n\n * Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.\n\n * You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.\n\nIf this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status. Youll be supported by strong lead generation, ded...

Mortgage & Protection Adviser Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. Location: Wigston, Leicester (Office-Based) Salary: £35,000 + OTE £55,000+ (Uncapped Bonus) Whats on Offer • Basic salary of £35,000, • Uncapped bonus with OTE £55,000+, • Dedicated Mortgage Support Team, • Strong flow of leads from internal referrals and client enquiries, • Professional development opportunities within an established firm, • Collaborative, team-focused working environment The Role As a Mortgage & Protection Adviser, you will provide high-quality, compliant advice to both new and existing clients. Youll work closely with an experienced Mortgage Support Team, allowing you to focus on delivering excellent client outcomes and maximising business opportunities. Key Responsibilities • Provide regulated mortgage and protection advice in line with FCA requirements, • Build and maintain strong client relationships, understanding needs and recommending suitable solutions, • Manage your pipeline effectively from initial enquiry through to completion, • Work closely with the in-house support team to ensure accurate and efficient processing of applications, • Stay up to date with mortgage products, lender criteria, and protection solutions, • Generate new business through referrals and proactive follow-ups, • Ensure all documentation and files meet compliance and quality standards, • CeMAP qualified (or equivalent) essential, • Minimum 3 years experience as a Mortgage & Protection Adviser, • Strong knowledge of residential, buy-to-let, and protection products, • Proven ability to manage a pipeline and meet targets, • Excellent communication and interpersonal skills, • Highly organised with strong attention to detail This is an excellent opportunity to join a respected and growing firm where youll benefit from strong support, high-quality leads, and the chance to build a successful and rewarding career. Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer no to key screening questions, we may not be able to contact you.

Your details are being submitted.This may take up to 30 seconds so please be patient.Type of Position: Financial Adviser - Leicester.Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.You will be r

A financial services recruitment agency is seeking an experienced Executive PA to support a Senior Adviser. This is a full-time office-based position located in Blaby, offering long-term career potential and the opportunity to work closely with a Senior Adviser in a trusted role.

The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in Financial Services as a fully CII qualified Mortgage and Protection Adviser. An outstanding opportunity to commence a long‑term career in Financial Services becoming a full time, fu

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. It has an adviser and customer offering spanning financial a

A leading financial planning firm is seeking an Independent Financial Adviser in Leicester to manage an existing client bank worth £20m AUM.

A financial services firm is looking for a Self Employed Financial Adviser in the Midlands.

Self-Employed Protection Advisor (Domestic & Business) Exceptional Commission Structure No previous experience necessary full training will be given. This is your opportunity to join a market-leading company offering outstanding commission rates, full training, and the freedom of being your own boss. Our client, a well-established and trusted name in financial protection, is rapidly expanding across Great Britain and Northern Ireland. They are now looking for driven and experienced Sales Executives/Protection Advisers to join their high-performing team. With a reputation for stability, integrity, and success, our client supports people in achieving financial freedom while protecting them from lifes uncertainties. What You'll Be Doing: As a Protection Adviser , youll be: Generating and managing your own leads, full training provided on how to do this Providing expert advice and selling a range of protection products to individuals and businesses Products include: Accident Protection Accident & Sickness Cover Critical Illness Cover Income Protection Life Insurance What Were Looking For: Were seeking ambitious, self-motivated sales professionals with: Proven success in sales (financial services or protection experience highly desirable) A confident, resilient personality and strong closing skills Excellent communication and relationship-building abilities A drive to succeed and earn uncapped income Why Join This Opportunity? Uncapped earnings average first-year consultants earn £47,000 Top performers are earning £100,000+ Market-leading commission : Starting at 120% (4-year indemnity) Up to 175% (4-year indemnity) or 220% (non-indemnity) paid weekly All leads self-generated you're in control of your income Full product training and development provided No comparison quotes or retention account needed Online, paperless sales process can close sales on the first meeting Domestic & business protection products Automatic SODANs and suitability reports provided Renewals paid This Role Is Ideal For You If You: Have experience in Protection Sales / Sales / Customer Service / Telesales Motivated and looking for your first chance in sales. Are ready to take your career to the next level Want to work independently with high earning potential on a self employed commission only basis Are entrepreneurial and confident in generating your own leads Enjoy face-to-face and online client interactions If youre a driven sales professional ready to build a rewarding future in financial protection apply now and take control of your career and your income. TPBN1_UKTJ

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.

A financial planning firm in London seeks a Trainee Financial Adviser to join their training program, providing hands-on experience and the opportunity to achieve a Level 4 Diploma in Financial Planning. Ideal candidates should be self-motivated with strong communication skills, and the program lead

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 to join Foresters Financial as a Financial Advisor. Foresters Financ

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.

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

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.

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

A specialist recruitment agency seeks an Experienced Financial Adviser in Greater London.

A leading financial advisory firm based in London is seeking a highly driven Financial Adviser to join their Wealth Management team. The ideal candidate will have experience in financial planning and investment strategies. Responsibilities include assessing client needs, providing tailored financial

We are recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice. If you’re interested in building a long term career as a Financial Adviser with St. A fully funded professional development prog

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 regulator as the quality benchmark others should aspire to. Our unique culture is one of high quality, hand-picked, Independ

A innovative financial services firm in London is seeking a Trainee Financial Adviser to kick-start your career in financial planning. You'll work closely with seasoned advisers, gain qualifications, and progress towards managing your own client portfolio.

The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.

A financial services firm seeks an experienced Financial Adviser to relocate to Hong Kong or Dubai.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.

Minimum 3 years’ experience as a Financial Adviser / Wealth Adviser. Swarm Recruitment is working in partnership to appoint an experienced Financial Adviser to join a growing advisory team in London. Provide tailored, holistic financial planning advice to HNW clients across investments, pensions,

A leading mortgage brokerage is seeking experienced advisers or elite sales professionals to join their Mayfair office.

Deliver personal, compliant, and milestone-based financial advice to Clove clients. You’ll work with a small, senior team that’s rethinking how financial planning should work, supported by tools that give you superpowers. Join us to build the future of financial advice - personal, accessible, an

A dynamic financial recruitment firm in the United Kingdom seeks a Self-Employed Protection Adviser.

Are you a financial adviser with a strong client base, looking for greater ownership within a highly autonomous firm? This is an excellent opportunity to join a relatively new firm, established by two advisers who moved on from their roles at True Potential to focus on a client‑centric and persona

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.

I m working with a fast-growing advice business (circa 300 advisers) that operates across Protection, Mortgages & Wealth offering advisers the platform to not just write business, but build a long-term income and team. Introduce quality advisers build a second income stream. Experienced Protection A

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

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

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.

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).

At least one year of experience operating as a Financial Adviser. Background within financial services, with a minimum of three years industry experience. A well-established financial planning firm based in Central London is looking to appoint a.

Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!. 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 fina

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.

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