Financial adviser jobs in PortsmouthCreate job alerts

Independent Financial Adviser \n Fareham or Dorchester \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 poss... \n \n ZIPC1_UKTJ

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.

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

Benefits: Pension scheme with 6% employer contribution, 26 days holiday plus bank holidays, Private medical insurance, Life assurance (4x salary), Group income protection, Work From Anywhere policy \n About the Company \n A national wealth management practice known for providing comprehensive financial planning and investment management services. Operating from a collaborative regional hub in Fareham, the firm combines modern technology with high standards of client care, providing administrative and technical teams with direct adviser access and a supportive working environment. \n Role Summary \n If you are seeking closer day-to-day engagement with advice delivery rather than working in a detached back-office team, this role offers direct one-on-one collaboration with a Financial Planner. You will manage end-to-end administration across investments, pensions, and protection, providing a clear line of sight over client outcomes within a structured, modern practice. \n Key Responsibilities \n\n • Process new business across pensions, investments, and protection, tracking pipeline submissions through to completion to keep client onboarding efficient.\n, • Issue letters of authority, gather policy information, and liaise with providers such as Aegon, AJ Bell, Fidelity, and Aviva to ensure advisers have accurate data.\n, • Work alongside paraplanners and advisers to prepare client review packs, helping ensure suitability reports and supporting documents are ready well ahead of meetings.\n, • Maintain accurate and audit-ready records on Xplan, coordinating post-meeting actions and client communications within agreed service levels.\n\n Requirements \n\n • Prior administration experience within an IFA, wealth management, or financial planning practice.\n, • Working knowledge of financial products across pensions, investments, and protection.\n, • Experience using wealth management CRM systems, ideally Xplan, and platform provider portals.\n, • Professional communication skills for liaising effectively with clients, advisers, and product providers, with RO examination study considered an advantage.\n\n \n If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet. \n Related Job Titles: Financial Planning Administrator, Wealth Management Administrator, Client Support Administrator, Private Client Administrator, Client Service Administrator \n Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let u

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.

A reputable Wealth Management firm in Fareham is seeking a qualified Financial Adviser to take over existing client relationships and provide comprehensive financial advice.

Technical Client Support Specialist / Paraplanner.Fareham, Hampshire Hybrid / Home-Based considered.Our client is a growing Independent Financial Adviser firm looking for a Level 4 Qualified Technical Client Support Specialist / Paraplanner to join their friendly and collaborative team.This is a gre

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

Hampshire County Council is seeking a proactive Finance Adviser to join the Education Financial Services (EFS) team.

We’re looking for a motivated Finance Adviser with strong interpersonal skills to join our successful Education Financial Services (EFS) team at Hampshire County Council. Hampshire County Council is committed to safeguarding and promoting the welfare of children, young people and adults. You’ll

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 based in Fareham on a Financial Adviser role. Recruit UK are working on an excellent opportunity for a Financial Adviser

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

An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA.

An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA.

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

Most importantly, genuine ambition to progress into a Financial Adviser role. The opportunity in detail:A clear and supported pathway towards becoming a Financial Adviser. We are delighted to be partnering with a high profile, boutique financial planning firm in Chelten

Fram is working with a well‑established independent financial planning firm in Leicestershire seeking an experienced Financial Adviser to join their team and build trusted relationships with 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. They’ve developed over 40 advisers from scratch.

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

As a Financial Adviser, you will:. Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative and client-focused team. Financial Adviser – Inherit an Existing Client Bank | Hybrid Working | Wealth Management.

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.

Are you a financial advisor looking to be better than the average by growing your expertise, deepening your customer relationships and becoming a specialist in your field?. Do you want to help shape brighter financial futures for your customers whilst building your own success?. We will provide you

Trainee Financial Adviser - Blackpool. Are you an experienced Paraplanner looking for a clear route into a Financial Adviser role?. A desire to progress towards a Financial Adviser role and develop a personal client-facing skillset.

Fram is working with a growing independent financial planning firm to appoint a Trainee Financial Planner. The role offers a clear route into financial advice, working closely with an experienced Financial Planner while developing both technical knowledge and client-facing experience. The position p

As a financial adviser at Mattioli Woods, you'll have the opportunity for uncapped earnings and a highly rewarding long-term career. Build a career with purpose, variety and real earning potential through the Mattioli Woods Financial Adviser Academy. A clear pathway to becoming a Mattioli Woods fina

PM+M is seeking a Trainee Financial Adviser to join the Workplace Save + Protect team. You will gain structured training and coaching, with a clear path toward becoming a fully qualified financial adviser and pursuing professional qualifications. Based in the North West, the role supports advisers d

Independent Financial Advisers is seeking an experienced Chartered Financial Planner to join our established advice business, servicing clients across West Cumbria. You will manage a growing portfolio of private clients, delivering holistic financial planning and building long-term relationships in

Fram is partnering with an established independent financial planning firm in Cumbria to recruit an experienced Financial Adviser. You will manage an existing portfolio, provide holistic financial planning, and develop those relationships with independence and a commitment to high standards of servi

NJR Recruitment invites you to join an established independent financial planning firm in Grimsby as an Independent Financial Adviser specializing in group schemes and employee benefits.

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

An opportunity has arisen to join our Financial Planning team as a Trainee Financial Adviser, specialising in Workplace Pensions and Employee Benefits. This role would particularly suit an existing , financial services administrator, paraplanner, employee benefits consultant, or someone with experie

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

If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career. In this Financial Adviser Performance Coach role, you will work closely with Financi

We are delighted to be partnering with a high profile, boutique financial planning firm in Cheltenham to recruit a Financial Planning Associate. It provides a clear pathway towards becoming a Financial Adviser, while offering the opportunity to build a long term career within an established and resp

Experienced Financial Adviser needed to provide holistic financial planning advice to existing and new clients, focusing on pensions, investments, protection, and estate planning.

Provides one-to-one financial guidance and group presentations on pensions, investments, and employee benefits, focusing on quality advice and client experience without sales targets.

Financial Adviser needed to provide holistic financial planning advice to existing clients and develop new relationships, with a salary range of £75,000-£100,000.

Experienced Financial Adviser needed for a large Chartered IFA firm in Gatwick, offering a client portfolio, leads, and support.

Provide financial planning advice, manage client relationships, and generate new business.

Experienced Financial Adviser needed to provide holistic financial planning advice to existing and new clients, focusing on pensions, investments, protection, and estate planning.

Financial Adviser sought to provide holistic financial planning advice, manage client relationships, and generate new business.

An independent financial advisor is sought to provide holistic advice to personal and corporate clients, with flexible work options and high earning potential.

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Applications are open for our Financial Adviser Academy, a structured 12-month programme designed to take you from trainee to confident, credible financial adviser. Build a career through the Mattioli Woods Financial Adviser Academy. We deliver one of the most respected adviser development programme

Fixed Term until 15 August 2027.West Lothian Council reserve the right to close this post early depending on applicant response levels.Simpsons Primary School and Nursery Class is situated in Westerinch, Bathgate and is open 50 weeks per year with staff working flexibly across the opening hours.This

James’s Place Financial Adviser Academy are proving that diverse backgrounds are helping to move the dial and in effect, will make financial advice accessible to even more people. In addition, with UK financial advisers earning on average £100,000 a year once established, this could provide you w

Fixed Term until 11 April 2027.Eastertoun Primary is a non-denominational school in Armadale, which benefits from a mixed catchment area in terms of socio-economic background.The school currently has 12 primary classes and a nursery class.The Senior Leadership team consists of a Head Teacher, an Act

Amazon Flex Delivery Driver - Earn £14 to £18* per hour.Deliver packages on your schedule and get paid weekly.Flexible hours and get access to a wide range of deals & discounts.Deliver with us this winter as a seasonal delivery partner.To continue delivering smiles to all our customers, we’re op