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Are you an experienced financial professional who loves helping advisers elevate their skills? ThisFinancial Adviser Trainer jobcould be the perfect blend of technical expertise, people development and long term career opportunity. In this newly created position, you will play a key role in developing advisers across a well established and growing financial planning business. Your work will help st... ZIPC1_UKTJ

Advice Business Growth Trainer An opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. The purpose of this role is to design, deliver, and evaluate training programmes that enhance the commercial performance, client acquisition capability, and business development skills of financial advisers. This role ensures that advisers have the knowledge, confidence, and techniques required to grow their client base ethically, sustainably, and in line with regulatory expectations. As our Advice Business Growth Trainer, you will typically: • Design and deliver structured training programmes tailored to advisers at different stages of experience, building and developing relevant skills to ensure good outcomes for our clients, • Develop supporting materials, toolkits, exercises and case studies that enhance practical application, and ensure all content is compliant with FCA regulations and internal policies, • Work closely with advisers to understand individual strengths, weaknesses and growth opportunities, • Develop coaching plans aimed at improving appointment conversion, client retention and business efficiency, • Track adviser progress and provide feedback to line managers, • Use insight from sales performance data, compliance data, adviser feedback and market trends to refine training programmes, • Evaluate effectiveness through assessments, feedback, and performance metrics, such as conversion rates, new client acquisition and adviser confidence indicators, • Work with our partner training company to design and deliver high quality, engaging training sessions focused on business growth, • Proven experience of delivering training and coaching within a financial services or regulated environment, • Strong understanding of financial advice models and the adviser/client relationship, • Familiarity with FCA Conduct Rules and expectations around ethical client acquisitions, • Level 4 Diploma qualified in Regulated Financial Planning would be an advantage, • Strong understanding of sales principles, client psychology and customer relationship management, • Proven experience of increasing business growth through delivering coaching and training, • Excellent presentation and engaging facilitation skills – through virtual, digital and face to face mechanisms, • Proficient in using training software and tools.

This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm. Adviser Development Manager Requirements. You will also play a key part in bringing new Advisers into the team, supporting

Are you an experienced financial professional who loves helping advisers elevate their skills? This.In this newly created position, you will play a key role in developing advisers across a well established and growing financial planning business.Your work will help strengthen adviser capability, imp

Paraplanner Up to £36,500 Location | Redditch Early finish on Friday's BENEFITS " Flexible working with a 2.30pm finish on Friday " Pension " Bonus Scheme " Professional Development " Competitive 26-day holiday allowance plus bank holidays and annual holiday purchase scheme. Our client is a well-established firm of Independent Financial Planners providing bespoke financial solutions to both private and corporate clients. Due to ongoing growth they are now seeking an experienced Paraplanner to join their expanding team in the Redditch area. They are looking for a driven and enthusiastic candidate who can provide exceptional level of support to they're advisers and clients. Key Responsibilities: " Reporting to the Paraplanning Team Supervisor. " You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports. " You will be required to prepare suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required. Working with the Business Support team this will include the pre-completi...

Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial

A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm’s learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people. Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community. The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with adviser...

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients.Key Responsibilities: • Processing new business applications across various providers and platforms, • Preparing valuation reports and performance documentation ahead of client reviews, • Producing review checklists and coordinating documentation for adviser meetings, • Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports, • Running risk profiler results and supporting fund research using FE Analytics, • Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements, • Processing fund switches directly with providers or via platforms and tracking progress, • Preparing bi-annual valuation reports and post-review summaries for clients, • Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed, • Maintaining ongoing client communication to keep them informed of progressCandidate Requirements:, • Previous experience within an ...

Financial Adviser Administrator. As a result of ongoing growth our Client now has an excellent opportunity for a Financial Adviser Administrator to join their established team based in the Redditch area.

This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm.You will be responsible for managing a central team of Financial Advisers who provide advice remotely to clients. The team is a blend of developing and highly experienced Advisers, and you will focus on driving commercial results while maintaining excellent client outcomes.Your role will centre on coaching, developing and supporting Advisers to meet and exceed their targets, identify new opportunities, and maintain high standards of advice quality and compliance. This will involve regular one to ones, call coaching, performance reviews, training sessions and group workshops.You will also play a key part in bringing new Advisers into the team, supporting their onboarding and development so they are confident, competent and productive as quickly as possible.This is a hybrid leadership role where you will spend three days per week in their Bromsgrove office with the team, with the remaining time working from home.Adviser Development Manager Requirements • Essential - Existing management experience within a Financial Planning or Wealth Management environment, leading Financial Advisers or Planners, • Essential - Level 4 Diploma in Financial Planning or equivalent, • Essential - Proven experience of Adviser supervision, performance management and T and C oversight, • Essential - Comfortable working in a target driven environment and using MI to drive performance, • Desirable - Background of working with a central or desk based advice teamThe CompanyThis is a well established, national independent financial planning firm with a strong track record of growth through both organic development and acquisition. They offer robust central support, modern systems and a collaborative culture, providing a strong platform for both advisers and managers to succeed.Adviser Development Manager Benefits, • Salary circa £60,000 to £80,000 depending on experience, • Car allowance of £4,800 per annum, • OTE in the region of £80,000 to £120,000, • Comprehensive benefits package including flexible working, option to buy and sell holiday, birthday off, contributory pension, DIS, discretionary annual bonus, cashback and healthcare benefits and regular social events, • Hybrid working with three days per week in Bromsgrove and the remainder from homeLocationHybrid role with three days per week in Bromsgrove. Ideal for candidates within a reasonable commute of Bromsgrove, Worcestershire and the wider West Midlands area.If this Adviser Development Manager opportunity sounds of interest, click apply todayLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ

Paraplanner Bromsgrove (Hybrid) - up to £55,000 Salary up to £50,000 We are working with a Chartered Independent Financial Adviser based in Bromsgrove who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: • Assist financial planners in preparing financial plans, investment strategies, and recommendations., • Conduct research on investment products, pensions, tax, and other financial matters., • Analyse client data to support financial recommendations., • Prepare and maintain client documentation and reports., • Liaise with clients, providers, and other professionals as required., • Ensure that all work complies with regulatory requirements and company policies., • Salary of up to £55,000, • 2 days a week working from home, • 25 days annual leave bank holidays, • Company Bonus scheme

A financial services firm in the UK seeks an experienced Financial Adviser Trainer to develop advisers and enhance their skills. Candidates should have a Level 4 Diploma in Regulated Financial Planning and experience in delivering coaching within a regulated environment.