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Zenith are looking to recruit a Financial Services Apprenticeship Trainer to deliver high‑quality teaching, learning and assessment for the Level 3 Financial Services Administrator (FSA) apprenticeship, providing both face‑to‑face and remote training. Manage a caseload of financial‑services learners and employers, ensuring timely achievement, regulatory compliance and progression. Support the organisation’s quality, audit and performance objectives. The role requires deep understanding of financial services administration, including regulatory frameworks, financial products, systems and processes, customer service excellence, and accurate data and record management as required by the apprenticeship standard. Role responsibilities and requirements: Teaching, Learning & Assessment Deliver engaging sessions covering all elements of the FSA standard, including: Financial services market structure Regulatory frameworks, ethics and principles of advice Financial products and their purpose Systems, processes and record‑keeping Customer service and communication expectations Deliver training 1‑to‑1, in groups, face‑to‑face and remotely, using varied delivery methods to suit learner needs. Develop personalised learning plans aligned to individual job roles (e.g., insurance admin, client services, operations support). Create schemes of learning, lesson plans and learning resources that meet awarding‑body and standard requirements. Set, assess and provide feedback on learner work, ensuring competence development across data processing, documentation, customer communications and compliance tasks. Ensure timely marking of learner work (weekly). Learner Progress & Quality Assurance Conduct regular progress reviews with apprentices and employers. Track, record and report on learner progress, predicted achievement and success rates. Complete monthly caseload reports and attend relevant meetings. Support the achievement of KPIs, including retention, timely completion and quality standards. Use initial assessment outcomes to inform delivery and support needs. Act on feedback from teaching observations, employers, learners and peers. Participate in internal quality assurance (IQA) activities and maintain high‑quality programme paperwork. Employer Engagement Liaise with employers to ensure training aligns with workplace systems, processes and regulatory expectations. Provide regular progress updates to employers and gather feedback to enhance the learning experience. Support the development of training programmes that meet employer requirements and add value. Compliance, Audit & Professional Standards Ensure all documentation meets internal and external audit requirements within timescales. Contribute to external audits from awarding organisations and funders. Maintain current knowledge of Ofsted, awarding‑body and industry expectations. Promote Safeguarding, Prevent, British Values, and Maths & English throughout delivery. Monitor and promote equality, diversity and inclusion. Demonstrate and promote the company values and team charter behaviours. Additional Responsibilities Deliver additional sessions or 1‑to‑1 support to maximise learner success. Contribute to the delivery of core skills and commercial training when required. Provide impartial advice and guidance to support learner progression. Maintain up‑to‑date knowledge of all apprenticeship and commercial training programmes. Provide exceptional customer service to learners and stakeholders. Work independently, managing workload and travel requirements effectively Experience & Skills Required Experience delivering apprenticeships, vocational qualifications or workplace training in financial services (insurance, banking, investments admin, mortgage admin, adviser support, client services, operations, etc.). Strong knowledge of FCA regulatory frameworks, treating customers fairly (TCF) and financial‑services operational processes. Excellent communication skills (written and verbal). Highly organised with strong administrative and IT skills. Confident using online learning systems, assessment platforms and e‑portfolio tools. Ability to differentiate teaching methods to suit different learning styles and abilities. Ability to work independently, meet targets and adapt to business needs. Motivational and supportive approach with a commitment to learner success. Full UK driving licence and access to a vehicle (business insurance required). Willingness to travel and work flexibly

Executive PA to Senior IFA Adviser Full-Time | Hybrid Salary: Up to £35k An established Independent Financial Advice firm is seeking a highly organised and discreet Executive PA to provide dedicated support to a Senior Adviser, alongside delivering high-quality IFA administrative and technical support. This is a pivotal, high-trust role supporting senior leadership in a growing financial services business. The Role You will combine first-class executive support with strong IFA administration experience, ensuring the Adviser is fully supported across diary management, client servicing, compliance and strategic priorities. Key Responsibilities Executive Support Full diary, inbox and task management Preparing meeting packs, briefing documents and follow-up actions Managing confidential information with discretion Coordinating meetings, travel and stakeholder communication Acting as gatekeeper and first point of contact IFA Administration & Technical Support Processing LOAs and liaising with providers Preparing valuations, portfolio comparisons and cashflow inputs Managing attitude-to-risk questionnaires and suitability documentation Preparing client meeting packs Processing new business applications and tracking to completion Fund switches and “no action” suitability letters Handling sensitive cases including death claims Ensuring FCA, AML and compliance adherence Experience Required Minimum 2 years’ experience within Financial Services (IFA experience essential) Minimum 5 years’ senior administrative or executive support experience Strong understanding of IFA processes, compliance and provider interactions Experience with cashflow modelling and analytics tools New business, pension and insurance submission experience advantageous Skills & Attributes Professional, discreet and trustworthy Highly organised and proactive Strong written and verbal communication skills Confident using Microsoft Office; back-office system experience preferred (Curo advantageous) Able to manage competing priorities with accuracy This is an excellent opportunity for an experienced IFA Administrator ready to step into a senior, high-responsibility Executive PA position. If you would like further information, please apply or get in touch for a confidential discussion

A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information. You’ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you’re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you’re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term. The Role You will be responsible for ensuring the smooth transition of client cases by: Requesting detailed information from investment and pension providers Extracting and transposing key data using both manual and automated tools Inputting and validating scheme information within internal systems Producing comparison reports and suitability documentation for adviser review Monitoring data accuracy and providing feedback for system improvements Maintaining strong communication with providers and internal teams Ensuring all records remain compliant, accurate and up to date About You We’re looking for someone who brings: Experience in financial services, pensions, investments, or a similar data-heavy admin role Strong analytical skills and the ability to interpret complex financial information Excellent attention to detail and accuracy in data handling Confident communication skills when liaising with providers and colleagues Strong organisational skills and the ability to manage competing deadlines Good working knowledge of Microsoft Office and confidence using multiple systems A proactive approach to learning, development and continuous improvement

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.

Oury Clark is seeking an experienced Independent Financial Adviser in Slough to provide holistic financial planning advice and manage client relationships. The ideal candidate should have an existing client bank or fee following and possess the ability to deliver high-quality financial advice, makin

About the Role: We are seeking an experienced Independent Financial Adviser (IFA) to join our established financial planning firm in a full-time employed position. As an Independent Financial Adviser, you will deliver personalised financial planning solutions to clients, focusing on their unique nee

Self Employed Protection Insurance Adviser (Trainees welcome). Capricorn is London's largest independent mortgage brokerage and one of the UK's fastest-growing financial consultancies. Advisers feeding you qualified leads daily.

Join us as a Financial Planning Specialist - Adviser in Private Banking. Competent Adviser Status (CAS) held in your current role with experience of providing complex regulated financial advice to UHNW clients. Delivering regulated financial planning products to help us to achieve our overall sustai

Financial Adviser role with FLM. FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We are now entering an exciting phase of growth, delivered by developing future generations of Financial Advisers.

A prominent financial consultancy in Greater London seeks a Self Employed Protection Insurance Adviser.

We are looking to hire a highly driven Financial Adviser to join one of our successful Wealth Management team. As a Financial Adviser at Gilson Gray you’ll be responsible for:. The Financial Management team has decades of experience in advising clients throughout all stages of life and can advise

Kyrann Financial Recruitment is seeking an Experienced Financial Adviser for a hybrid role in Greater London and Swindon.

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. Aspires to be a Financial Adviser.

We are recruiting for an experienced Financial Planner to join our existing adviser team at a Canary Wharf office. Provide expert knowledge of investments, pensions, and related products to secure clients’ financial future. Currently working towards Chartered status or already qualified as a Chart

Financial reporting adviser (Financial Reporting & Valuations Team). Familiarity with valuations or financial modelling. Joining our Financial Reporting & Valuations (FRAV) team gives you the opportunity to work beyond the basics.

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

Position: Trainee Financial Adviser - Entry Level. Managing over £4 billion in assets, we combine cutting‑edge technology with tax‑led financial planning to deliver smarter, more efficient wealth solutions for our clients. From day one, you will be immersed in the industry, gaining exposure to

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

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

Aspiring Financial Adviser (Newcastle, Vryheid and Surrounds) page is loaded## Aspiring Financial Adviser (Newcastle, Vryheid and Surrounds)locations: Newcastle: Vryheidtime type: Full timeposted on: Posted Todayjob requisition id: JR-78752Let's Write Africa's Story Together!Old Mutual

Join us as a Financial Planning Specialist - Adviser in Private Banking. This is a client-focused financial planning role within one of the UK's leading private banks, providing specialist, regulated financial planning advice to private banking clients in the ultra high net worth (UHNW) segments for

Chase de Vere seeks recent graduates for its Graduate Programme in Greater London, aimed at developing Financial Advisers. The 18-month program combines practical training with a Level 4 Diploma in Regulated Financial Planning, preparing candidates for their future roles.

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. Passionate about providing holistic financia

Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds) page is loaded## Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds)locations: Newcastle: Vryheidtime type: Full timeposted on: Posted Todayjob requisition id: JR-78714Let's Write Africa's Story Together!Ol

This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is imp

Assist the Senior Financial Planner in delivering tailored holistic financial planning solutions to clients by gathering and analysing information to identify needs and provide appropriate recommendations. The successful candidate will work closely with a Senior Financial Planner, providing research

Financial Adviser / Personal Wealth Manager. Providing financial advice and service to individual and corporate clients for wealth protection, growth and transfer: life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning,

Joining our Financial Reporting & Valuations (FRAV) team gives you the opportunity to work beyond the basics. You’ll tackle intellectually rewarding work, advise on high-impact financial issues, and collaborate directly with clients and senior stakeholders on important projects. Supporting the pre

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Newcastle: Durban: Vryheidtime type: Full timeposted on: Posted Todayjob requisition id: JR-78369Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diver

Self-Employed Mortgage Adviser. Capricorn Financial is London s highest-performing mortgage brokerage, trusted by FTSE 100 developers and premium estate agents. We provide qualified leads, in-house support, and elite training to help ambitious advisers scale fast.

Assist the Senior Financial Planner in delivering tailored holistic financial planning solutions to clients by gathering and analysing information to identify needs and provide appropriate recommendations. Attain and maintain competent status as defined by the Financial Conduct Authority (FCA) and h

A leading mortgage brokerage in London is seeking a Self-Employed Mortgage Adviser. If you’re looking to advance your career and achieve significant financial rewards, apply now.

Join a leading firm within the Financial Planning & Wealth Management sector and enjoy a rewarding career.

As a Financial Adviser, you will work with individuals, families and businesses to help them plan for a financially secure future. Experienced Professionals – Financial Adviser Career Pathway. James’s Place Financial Adviser Academy.

Paraplanner with clear pathway to Financial Adviser. Supporting Advisers in building tailored financial plans. Working closely with Advisers and Administrators to deliver a seamless client experience.

A financial planning firm is looking for an Independent Financial Adviser to provide tailored financial solutions to clients. Candidates should hold a Level 4 Diploma in Financial Planning and possess strong communication skills. The successful Adviser will maintain client relationships, comply with

Experienced Advisers or Elite Sales Professionals. Capricorn Financial is one of London’s highest-performing mortgage brokerages, trusted by premium estate agencies, leading developers and high-net-worth clients across the UK and internationally. Advisers who join Capricorn don’t start from scra

Elevate Your Legacy as a Financial Adviser – Join a Trailblazing, Tech-Powered Firm in London and Secure Your Future Today!. Are you ready to break away from outdated wealth management and embrace a transformative opportunity that redefines success? An authoritative industry leader renowned for in

A fast growing financial advisory startup in the UK is seeking forward-thinking Partners (Financial Advisers) to transform client relationships. Ideal candidates will have a Level 4 diploma in financial advice, at least 2 years of relevant experience, and a mindset geared toward entrepreneurship and

Old Mutual Limited is looking for a Part-Time Financial Adviser in Newcastle upon Tyne. This role allows individuals to supplement their existing income through financial advice while retaining their current job. The position ensures you can leverage your existing network in the financial sector.

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're currently recruiting for forward thinking Partners (Financial Advisers), who are frustrated with the st

This fully supported career transition programme aims to train new financial advisers, offering extensive training and mentoring support. A financial training program in the UK is seeking motivated individuals for its Academy.

A respected financial advisory firm in Greater London is seeking an Experienced Financial Adviser to manage and grow an existing client bank. Experience in financial advising and strong relationship-building skills are essential.

A reputable financial advisory firm in London is looking for a Financial Adviser to join their team. The ideal candidate should have at least 3 years of experience, hold a Level 4 Diploma in Financial Planning, and be driven to deliver high-quality financial advice.

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

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

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 financial adviser with Quilter. This is your chance to join a fully supported career transition programme (funding available) that wi