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Paraplanner Location: Taunton, Full‑Time 35 hours per week Remote working (you will be required to go into the office one day per month). Salary £40,000 - £46,000 depending upon experience plus benefits. Are you an experienced Paraplanner who thrives in a fast‑paced, client‑focused financial planning environment? If you love producing high‑quality technical work and want to be part of a supportive, forward‑thinking team, this opportunity could be perfect for you. We're looking for a proactive, confident individual with a can‑do mindset to support Financial Advisers through exceptional research, analysis, and report writing. If you're driven, analytical, and passionate about delivering an outstanding client experience, we’d love to connect. Ideally you will live no more than an hour and half from the Taunton office. What You’ll Be Doing as Paraplanner • Managing communications with providers and colleagues to ensure smooth case progression, • Gathering illustrations, documents, and key information from provider platforms, • Producing detailed technical research and analysis to support adviser recommendations, • Writing high‑quality suitability reports across pensions, investments, and protection, • Developing your technical expertise with ongoing training, • Creating clear handover notes and contributing to process improvements, • Supporting senior paraplanners and operations with workflow, mailbox management, and change initiatives, • Helping cultivate a positive, collaborative team culture About You You pride yourself on accuracy, clarity, and professionalism. You enjoy working closely with advisers and paraplanners to deliver an exceptional client service and value being part of a supportive team. We’re looking for someone with: ✔️ 3+ years in Financial Advice Services (including 2+ years paraplanning) ✔️ Diploma in Financial Planning (Level 4) ✔️ Strong communication and client‑care skills ✔️ Excellent organisation and diary management ✔️ High attention to detail and a problem‑solving mindset ✔️ Experience with CRM/IT systems (Intelliflo & Financial Analytics desirable) ✔️ A positive, collaborative approach, leading by example Core benefits Financial benefits: • Group Pension with contributions via salary sacrifice, • Group life assurance - up to four times your core salary, • Health Cash Plan to help cover the costs of everyday healthcare, • 28 Days annual leave – plus bank holidays

Financial Advisor Location: Taunton. Desk Based Salary: up to £45k - £50k DOE plus generous bonus scheme. Full time in the office for first 2 months then hybrid, 2 days WFH and 3 days office. About the Company The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development. The Opportunity This is a very exciting opportunity for a Desk Based Financial Adviser to join an established growing financial planning firm. You we will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will assigned to you when you start with the firm. The proposition is our firms digital proposition designed to service clients remotely using our in house platform designed to service new and existing clients efficiently and traditional platform clients. Financial Advisor duties and responsibilities Willingness and focus to: Key Responsibilities • Deliver high‑quality telephone/video‑based reviews & holistic financial advice, • Manage and service an existing client bank, • Support the rollout of a new digital platform and collaborate in test‑and‑learn phases, • Move clients onto the appropriate service level, • Complete most admin/report writing (support provided for complex cases), • Create bespoke financial plans tailored to client goals, • Maintain accurate records & meet Consumer Duty requirements, • Represent the business professionally and work closely with your support team 🔹 What We’re Looking For • CAS status essential, • Minimum 2 years’ experience in an IFA/financial planning role, • Level 4 Diploma (Chartered progression desirable), • Networking: You are able to network with professional connections and cultivate new business introductions., • Strong technical knowledge across pensions, trusts & IHT, • Detail‑driven, client‑focused, proactive, and confident using CRMs/digital tools, • Strong relationship‑building skills, • Intelligent Office experience is a bonus

Operations Director 📍 Taunton 💼 Senior Leadership | IFA / Wealth Management 💰 Competitive salary + bonus + benefits Hybrid working: 4 days in the office and 1 day working from home after the probation period. Initially, you will be required to be in the office 5 days per week. We’re working with a highly regarded Independent Financial Advisory firm with c. £600m AUM, strong links to a well‑known accountancy practice, and a reputation for delivering high‑quality, holistic financial planning. As the business continues to grow, they’re looking to appoint an experienced Operations Director to help take the firm to the next level. Primary focus is on operations, administration, process improvement, and data/systems optimisation. Please note this person MUST have extensive, direct experience within an IFA (Independent Financial Adviser) business. The Opportunity of Operations Director: This is a senior, hands‑on leadership role working closely with the Managing Director / CEO. You’ll have full responsibility for driving operational excellence across the business, ensuring the smooth, compliant, and efficient delivery of advice while supporting long‑term growth and scalability. Key Responsibilities Operational Leadership • Develop and deliver operational strategy aligned to business goals, • Oversee day‑to‑day operations across administration, paraplanning, and client support, • Drive process improvement, efficiency, and cost optimisation, • Lead, mentor, and develop operations teams, • Set KPIs and monitor performance, • Support recruitment, onboarding, and training, • Work closely with the Compliance Officer to ensure FCA compliance, • Maintain robust internal controls and procedures, • Oversee audit readiness and regulatory reporting, • Ensure a consistently high standard of client service, • Improve client journey and onboarding processes, • Manage escalated client issues or complaints, • Ownership of CRM and operational systems (e.g. Intelliflo Office), • Drive digital transformation and automation initiatives, • Ensure strong data integrity and MI, • Monitor operational KPIs and MI, • Identify opportunities for cost savings and revenue enhancement, • Support strategic growth initiatives (including scaling and acquisitions), • Collaborate with finance on budgeting and forecasting About You Essential • Significant experience within an IFA / wealth management environment, • Strong understanding of UK financial services regulation, • Proven senior leadership and people management experience, • In‑depth knowledge of operational workflows within advice firms, • Highly organised, commercially aware, and solutions‑focused, • Strong working experience with Intelliflo Office, • Demonstrable operational management and leadership experience within the financial planning sector., • Strong competency in systems/process improvement, especially data and technology platforms relevant to IFAs., • Hands-on management approach; must be willing and able to implement as well as lead. Desirable • Chartered status or relevant professional qualifications, • Experience with platforms such as Aviva, Quilter, or similar, • Exposure to process improvement methodologies (Lean, Six Sigma, etc.)

Operations Director Taunton Senior Leadership | IFA / Wealth Management Competitive salary + bonus + benefits Hybrid - 4 days office 1-day WFH, after probation period. Initially you will be needed in the office 5 days per week. We're working with a highly regarded Independent Financial Advisory firm with c. £600m AUM, strong links to a well‑known accountancy practice, and a reputation for delivering high‑quality, holistic financial planning. As the business continues to grow, they're looking to appoint an experienced Operations Director to help take the firm to the next level. The Opportunity This is a senior, hands‑on leadership role working closely with the Managing Director / CEO. You'll have full responsibility for driving operational excellence across the business, ensuring the smooth, compliant, and efficient delivery of advice while supporting long‑term growth and scalability. Primary focus is on operations, administration, process improvement, and data/systems optimisation. Please note this person MUST have extensive, direct experience within an IFA (Independent Financial Adviser) business. Key Responsibilities Operational Leadership Develop and deliver operational strategy aligned to business goals Oversee day‑to‑day operations across administration, paraplanning, and client support Drive process improvement, efficiency, and cost optimisation Manage operational budgets and resourcesPeople & Team Management Lead, mentor, and develop operations teams Set KPIs and monitor performance Support recruitment, onboarding, and training Foster a high‑performance, client‑centric, and compliant cultureCompliance & Risk Work closely with the Compliance Officer to ensure FCA compliance Maintain robust internal controls and procedures Oversee audit readiness and regulatory reporting Embed Treating Customers Fairly (TCF) principles across operationsClient Service & Experience Ensure a consistently high standard of client service Improve client journey and onboarding processes Manage escalated client issues or complaints Enable advisers to deliver efficient, compliant adviceSystems & Technology Ownership of CRM and operational systems (e.g. Intelliflo Office) Drive digital transformation and automation initiatives Ensure strong data integrity and MI Evaluate and implement new operational toolsCommercial & Strategic Support Monitor operational KPIs and MI Identify opportunities for cost savings and revenue enhancement Support strategic growth initiatives (including scaling and acquisitions) Collaborate with finance on budgeting and forecasting About You Essential Significant experience within an IFA / wealth management environment Strong understanding of UK financial services regulation Proven senior leadership and people management experience In‑depth knowledge of operational workflows within advice firms Highly organised, commercially aware, and solutions‑focused Strong working experience with Intelliflo Office Demonstrable operational management and leadership experience within the financial planning sector. Strong competency in systems/process improvement, especially data and technology platforms relevant to IFAs. Hands-on management approach; must be willing and able to implement as well as lead.Desirable Chartered status or relevant professional qualifications Experience with platforms such as Aviva, Quilter, or similar Exposure to process improvement methodologies (Lean, Six Sigma, etc.) Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

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

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). Financial Adviser – South East London | Client-Focused, Relationship-Led Firm.

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

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.

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

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: East Londonposted on: Posted Todayjob requisition id: JR-77461Let'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

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 leading nationwide Independent Financial Advisory firm is looking for an experienced Financial Adviser to join their growing team in Cheshire. The ideal candidate will be fully qualified, with a Level 4 Diploma, and have experience in delivering high-quality financial advice.

Owl Financial operates under the trusted umbrella of Openwork, one of the UK’s largest financial adviser networks, ensuring high standards of quality and regulatory compliance for clients nationwide. Owl Financial is a UK-wide advice business committed to helping individuals secure the right level

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

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

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

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

Financial Divisions is seeking a Chartered Financial Advisor in Greater London to manage an established portfolio of UHNW clients. This unique opportunity allows you to deliver high-quality financial advice supported by a dedicated team, promoting collaboration and your personal brand. Candidates sh

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.

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. Keep up-to-date with the latest financial products, market trends, and regulatory changes to ensure advice is current, relevant, and impactful. Lev

The role involves championing customers to achieve their financial goals, providing financial advice, and implementing suitable plans. Candidates must have a Senior Certificate, 24 months' experience in the financial industry, and a valid Driver's License.

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 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

As a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice. We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. Conducting in‑depth reviews of clients��

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

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.

Mortgage advisers, estate agents, recruiters, and financial sales pros. Self-Employed Mortgage Adviser (Trainees welcome).

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

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

Addition, a respected Chartered financial planning firm, is seeking an experienced Financial Adviser to manage a high-value client portfolio. The position entails delivering holistic financial advice, ensuring compliance with regulations, and contributing to business growth. Candidates should posses

RecruitAbility Ltd is looking for a Financial Adviser to join their team in Dorking. The role involves providing holistic financial advice and managing client relationships while ensuring compliance with FCA regulations. Successful candidates should have proven experience in regulated financial advi

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 financial advisory firm in Southend-on-Sea is looking for an experienced Adviser to deliver first-class financial planning and advice while ensuring compliance with FCA regulations. The role entails developing customized financial strategies and maintaining relationships with clients. Candidates m

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

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. Level 4 Diploma in Financial Planning – essential.

We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships. An exciting opportunity has arisen t

We are seeking an experienced Senior Financial Adviser to join a dynamic advisory team. This is an opportunity for a trusted, client-focused professional to deliver high-quality financial planning and wealth management services, mentor junior advisers, and contribute to business growth. Proven exper

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

A financial services company based in the UK is seeking a full-time remote Mortgage & Protection Adviser. In this role, you will help clients identify suitable mortgage and financial protection products tailored to their individual needs. The ideal candidate will have expertise in mortgage marketing

Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leve

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 leading financial advisory firm in Southwest London is seeking a newly qualified Financial Adviser. Ideal candidates should possess a Level 4 Financial Advice Qualification and have strong compliance awareness.

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.

Join us to build the future of financial advice - personal, accessible, and built for today. Financial advice has been too expensive, exclusive, and out of reach for too long. Deep knowledge of UK financial planning frameworks and FCA standards.

Capricorn Financial Consultancy is seeking Experienced Advisers or Elite Sales Professionals to join their new office in Mayfair, London.