Financial adviser jobs in United Kingdom - Page 2

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand. Our engineering team includes experienced software engineers and PhD-level AI specialists, with strong ties to the University of Edinburgh, giving you access to exceptional expertise and opportunities for continuous learning as part of the day-to-day work. The role We're looking for a Lead Software Engineer to be the most senior technical voice in one of our product squads, working as a technical co-leader alongside the Engineering Manager. You'll own the squad's technical direction and engineering quality end to end, from architectural decision making and hands-on delivery, to mentoring engineers and shaping how we build across the organisation. This role demands genuine depth in AI. You'll be leading LLM powered feature development and setting the standard for how AI tooling amplifies the whole engineering process, combined with the full-stack and cloud-native chops to back it up. What you'll be doing • Setting technical direction for your squad. Owning architectural decisions, managing technical risk, and representing the engineering perspective at our Architecture Review Board, • Driving adoption of AI coding tools across the full SDLC, from planning and design through code review, testing, deployment and setting the bar for how the squad works, • Delivering production grade code across the full stack: Node.js or Python backends, event-driven AWS architecture, and React where the squad needs it, • Mentoring and growing engineers across AI and full-stack domains, through code reviews, design documents, and day-to-day pairing, • Collaborating with platform teams to consume shared capabilities and contribute reusable patterns back, not building one-off solutions when a platform component will do, • Ensuring everything we ship is compliant-by-design, auditable, and built to the standards expected of software in FCA regulated financial services What we're looking for • A seasoned engineer with 10+ years of experience, including meaningful time building and operating AI/ML systems in production, • Real technical leadership. You've set direction, made architectural calls, mentored others, and influenced how a team builds, not just what it ships, • Strong hands-on AI/LLM skills: prompt engineering, RAG, model evaluation and agent frameworks. You know how these work in production, not just in demos, • Deep expertise in Node.js, with solid experience in the other; comfortable switching contexts depending on what the problem needs, • Cloud-native development on AWS. Serverless, event-driven, Lambda, with an instinct for well designed, maintainable systems, • A genuine curiosity about where AI is going and the judgment to separate signal from noise when recommending what to adopt, • An instinct for building responsibly. You care about auditability, compliance, and the downstream impact of what you ship Why Aveni • You'll work at the frontier of applied AI in a domain where it actually matters, helping financial services firms serve their clients better and meet growing regulatory obligations, • AI-native engineering culture: we use AI tools seriously, across the full development process, and we're always looking to push further, • High impact from day one. As a Staff Engineer, your technical decisions will shape the product, the platform, and the engineers around you, • A talented, collaborative team building something genuinely novel, with the backing, the architecture, and the proprietary models to do it properly Benefits at Aveni What you’ll love • Remote-first working across the UK., • Work abroad policy for when you want a change of scenery., • Co-working spaces available if you want an office buzz sometimes., • 34 days holiday (including flexible bank holidays) and your birthday off., • Company-wide off-sites (yes, karaoke may happen)., • Optional Personal Development Plan., • Flexible benefits platform: you choose the benefits that matter most to you (not the company)., • Protection essentials, because we know they matter - Life Insurance, Income protection, critical illness cover, Pension (up to 5% matched employer contribution and optional increased contributions)., • Private health- and dental care for your peace of mind., • Potential share options, have a stake in what you’re building., • Enhanced family leave. Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We've built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about technology and its ability to drive positive change for the future of financial services, we'd love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI.

An exceptional opportunity to shape adviser performance, elevate quality, and play a pivotal role in a growing financial services business. If you’re passionate about developing people, strengthening compliance standards and influencing culture, this role places you at the centre of it all. About the Company Our client is a long‑established, highly respected Mortgage Brokerage based in Southampton. The company have a strong national presence, a reputation for outstanding customer outcomes and a culture built on integrity and continuous improvement, they are committed to developing their people and delivering best‑in‑class advice across the market. About the Role As the Training & Competence Monitoring Supervisor, you will play a crucial role in driving mortgage adviser development, ensuring adherence to regulatory standards, and strengthening the company’s Training & Competence framework. Working at the heart of the compliance and performance function, you will influence adviser capability, support business objectives, and ensure that every customer receives suitable, high‑quality advice. Key Responsibilities In this role, you will: • Maintain, embed and oversee all requirements within the company’s Training & Competence scheme., • Conduct adviser observations across all product areas, identifying developmental needs, • Lead regular 1:1s with advisers to review performance, KPIs and risks to drive improved customer outcomes., • Create, implement and manage adviser development plans, • Provide ongoing coaching to enhance advice quality and strengthen adviser capability., • Facilitate and deliver induction training aligned to the T&C scheme., • Build strong cross‑departmental relationships to support an effective end‑to‑end customer journey., • Ensure accurate, timely T&C record keeping and support first‑line defence activities., • Respond appropriately to complaints in line with company policy., • Promote and uphold high standards of conduct, customer focus and compliance across all activities. Skills & Experience • Minimum 2 years’ experience within a Regulated Mortgage environment, • At least 1 year in a Mortgage Training & Competence, coaching, supervisory or quality assurance role., • Strong understanding of FCA regulation and the UK regulatory environment., • Effective communicator with strong relationship‑building skills., • Highly organised, detail‑focused and able to work to challenging deadlines., • Confident in providing constructive challenge and working both independently and collaboratively., • CeMAP or equivalent qualification & a formal compliance qualification (Desirable) Package • Salary up to £43k, • Remote work, • Career development opportunities within a respected, growing organisation. Why Apply? If you want a role where your expertise directly shapes adviser quality, customer outcomes, and the success of the business, this position offers real influence and long‑term career progression. You’ll join a forward‑thinking organisation that values continuous improvement, invests in its people, and empowers you to make a genuine impact.

Mortgage Adviser Self-Employed Remote. Try Mortgage Network is part of a fully integrated ecosystem alongside Try Financial and The Deal Club, giving you access to income streams,.

THE OPPORTUNITY A rapidly growing, independently owned IFA firm in Horsham is recruiting an experienced Financial Paraplanner to join their busy, close-knit team. This is a newly created position driven by business growth the firm currently outsources a significant volume of paraplanning reports and needs dedicated in-house resource to manage that workload. With five financial advisers generating consistent client activity, a pipeline of practice acquisitions, and a director who actively invests in the team's professional development, this is an excellent opportunity for an experienced paraplanner who is ready to hit the ground running and grow with an ambitious firm. THE ROLE You will work directly with a team of five advisers, taking ownership of the paraplanning process end-to-end. Your core responsibilities will include: Preparing detailed suitability letters and reports for pension transfers, investments, trusts, and bonds Collaborating with financial advisers to gather and analyse client data income, assets, liabilities, insurance, and investment holdings Creating retirement projections, cash flow models, and fund analyses using planning tools such as Voyant Conducting product and fund research to support investment and pension recommendations Developing financial plans aligned to the client's risk profile and long-term objectives Ensuring all recommendations comply with FCA regulatory standards and internal compliance requirements Maintaining accurate and up-to-date client records within the CRM and planning systems (currently Xplan, transitioning to 360/Lifecycle) Providing general support to advisers where required, including pre- and post-meeting preparation WHAT WE'RE LOOKING FOR This is not an entry-level position. The firm needs someone who can step in, understand the advice journey confidently, and produce high-quality, compliant reports without significant hand-holding. That said, personality and cultural fit are equally important this is a close-knit office and they hire for attitude as much as technical ability. Essential: Paraplanning experience: solid, demonstrable experience as a paraplanner within an IFA, wealth management, or financial planning environment you know the advice process inside out Suitability report writing: confident and accurate in drafting suitability reports across pensions (including transfers), investments, trusts, and protection products Financial analysis skills: strong analytical capability comfortable working with client financial data, cashflow models, and retirement projections Product and fund knowledge: broad knowledge of financial services products including pensions, ISAs, bonds, and investment platforms FCA compliance awareness: thorough understanding of regulatory requirements and how they apply to the advice and report-writing process IT and software proficiency: competent in Microsoft Office; prior experience with Voyant, Xplan, or similar paraplanning/cashflow tools is highly advantageous Desirable: Diploma in Financial Planning (DipPFS), CII Advanced Diploma, or working towards equivalent qualifications Experience with Quilter network or similar network-based advisory structures Exposure to Xplan CRM; awareness of 360/Lifecycle platform an advantage Knowledge of trust structures, LPA, or estate planning Experience working in a high-volume paraplanning environment WHAT'S ON OFFER Salary of £50,000 per annum 23 days annual leave, rising by one day per year to a maximum of 25 days, plus bank holidays Company pension scheme Vitality Private Medical Insurance (PMI) employer covers 50% of the premium Discretionary bonus scheme and genuine bonus potential Early Friday finish option: leave at 3pm on Fridays by making up two hours earlier in the week Parking available nearby Supportive, ambitious firm culture director actively sponsors high-performing team members through professional qualifications and the Quilter Adviser Academy pathway TPBN1_UKTJ

IndependentFinancialAdviser FarehamorDorchester HybridorOfficeBased OTE - £100,000+ AnawardwinningCharteredIndependentFinancialPlanningfirmislookingtoappointafinancialadviserorIFA.Theyhavebeentradingforover20yearsandhaveanexcellentreputation,providingholisticadvicetoawiderangepersonalandcorporateclients. Therolecanbeofficebased,hybridorpossiblyevenremote.ThereareofficesinFareham,DorchesterandChiswickwhichcanbeusedforclientmeetings.TheadministrationandmanagementteamarebasedattheheadofficeinFareham. Inreturnthereisacompetitive,negotiablepackagewhichisaimedatrewardingtheIFA/FinancialPlannerforthehighlevelofservicerequired.Thisroleisanoutstandingopportunityforadriven,ambitiousandexperiencedindividualwhoislookingforthenextstepintheircareer. YouwillbeminimumofDiplomaandhaveexperienceasaFinancialAdviser/Planner.ThisrolemaysuitaMortgageAdviserwhoislookingtomoveintoWealthPlanningandhasstartedworkingthroughtheDipFAexams. PleasesendyourCVtoDouglasMcDougallformoreinformationonthisopportunity. TPBN1_UKTJ

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment. You will work closely with Chartered Financial Planners, gaining exposure to complex cases, technical planning work, and high-quality client service delivery. The role offers genuine progression towards becoming an Adviser for the right individual. Benefits: Exposure to Chartered-level financial planning work Career progression towards Adviser status Supportive and collaborative team environment Ongoing training and professional development Opportunity to work on complex, high-quality client cases Structured career development pathway About the Company: Our client is a respected and growing Independent Financial Advisory (IFA) firm with a strong focus on high-quality financial planning and client outcomes. The business is known for its professional, compliance-driven approach and commitment to delivering tailored advice solutions. You will be joining a collaborative team working alongside experienced Chartered Financial Planners and administration specialists. Key Responsibilities: Writing detailed client suitability reports and suitability letters Conducting pension switching and investment portfolio analysis Performing Lifetime Allowance and Carry Forward calculations Carrying out fund research and investment analysis Supporting and maintaining accurate financial questionnaires and client records Liaising with administrators to ensure efficient workflow and task completion Working closely with Chartered Financial Planners and administration teams Supporting ad-hoc investment campaigns as required Maintaining a clear audit trail across all client files to ensure compliance standards are met Managing personal task lists and prioritising workload effectively Liaising with clients throughout the advice process to support relationship management Ensuring report templates and internal documentation remain up to date What Were Looking For: Experience within a financial services environment with strong product and provider knowledge Previous experience producing suitability reports and client-facing documentation Strong organisational skills with the ability to manage workload effectively Excellent communication skills and ability to build strong client and team relationships High level of attention to detail and accuracy Strong compliance and regulatory awareness Ability to take initiative, problem-solve and work independently Confident IT skills, particularly Microsoft Word and Excel Ability to learn and adapt to different back-office systems and platforms Experience within an IFA environment (ideally Chartered) Currently working towards or holding a Level 4 Diploma in Financial Planning Desirable Skills: Exposure to Chartered Financial Planning environments Experience working towards Adviser status Strong analytical skills in pensions and investment planning Familiarity with back-office systems and financial planning tools Experience supporting complex financial planning cases How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion. TPBN1_UKTJ

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our team to meet that demand. The Role We’re looking for a Senior AI Engineer (FinLLM / NLP) to help drive the next generation of AI systems powering financial services. This role focuses on developing, fine-tuning and deploying advanced language models that operate at production scale within highly regulated environments. You’ll work alongside our NLP team, software engineers, and product leaders to build cutting-edge solutions that transform how financial organisations use AI. This is a hands-on role where you’ll shape both the technical direction and practical deployment of large language models and NLP systems within our platform. What You’ll Do • Build and optimise LLM-powered systems, • Architect, fine-tune and optimise machine learning models including LLMs and classical ML approaches, • Experiment with modern architectures such as Transformers and Mixture-of-Experts, • Apply efficient training and fine-tuning techniques including LoRA and parameter-efficient methods, • Develop robust evaluation approaches to measure model quality and reliability, • Develop scalable AI systems, • Build and deploy production-grade NLP pipelines and services, • Ensure models operate efficiently with low latency and high availability, • Integrate models into scalable cloud infrastructure and real-world applications, • Data strategy and model training, • Lead the acquisition, processing and governance of large structured and unstructured datasets, • Apply exploratory data analysis and validation techniques to improve training pipelines, • Ensure data privacy and governance standards suitable for financial services, • Engineering best practices, • Contribute to DevOps and MLOps pipelines, • Implement robust version control, testing and CI/CD workflows, • Support reliable deployment and monitoring of models in production environments, • Technical leadership, • Mentor engineers and contribute to the technical growth of the team, • Work closely with product, engineering and data teams to deliver AI solutions, • Stay at the forefront of AI and NLP research, applying new approaches where they add value What We’re Looking For Essential experience • Significant experience building, training and deploying machine learning models, • Strong Python skills with experience using NumPy, Pandas, SciPy and modern ML frameworks such as PyTorch or TensorFlow, • Experience working with large-scale unstructured data, • Experience building and deploying production-ready NLP systems, • Familiarity with API integrations and data acquisition pipelines, • Experience implementing software engineering best practices including Git and agile development, • Experience working with cloud environments (preferably AWS) Nice to have • Experience with containerisation technologies such as Docker or Kubernetes, • Experience with frameworks such as vLLM or NeMo, • Knowledge of financial services NLP applications, • Experience designing evaluation methodologies for LLM outputs, • Experience building intelligent agents or multi-agent systems, • Skills and mindset, • Strong analytical problem-solving skills, • Ability to design scalable, production-ready AI systems, • Clear communication with both technical and non-technical stakeholders, • Passion for AI innovation and continuous learning, • Leadership and mentoring capability Qualifications • MSc or equivalent experience in a relevant field such as AI, Machine Learning, Computer Science, or Data Science Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI. Benefits at Aveni What you’ll love: • Remote-first working across the UK, • Work abroad policy, • Co-working spaces available, • 34 days holiday (including flexible bank holidays) and your birthday off, • Company-wide off-sites, • Optional Personal Development Plan, • Flexible benefits platform, • Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions), • Private health and dental care, • Potential share options, • Enhanced family leave

Benefits: Office based, with occasional remote working Hours: 9-5 Holidays: 30 plus stats and Xmas closure Pension: 8% company contribution DIS Study support, if desired Free parking Candidate Requirements: Must have some experience in paraplanning Possess sound technical knowledge in pensions, investments, tax and general financial planning Proficient with financial planning software, notably FE Analytics, Voyant, O&M Pension Profiler, Asset Adviser, Cash calc etc. Motivated with a genuine interest in Financial Services, ESG awareness would be desirable Possess a high level of accuracy, especially in writing reports Comfortable managing multiple tasks simultaneously and meeting tight deadlines Exceptional attention to detail, confident working in a fast-paced environment Excellent communication, organisation and teamwork skills Friendly, professional and client focused Role: Its rare to find superb benefits in a smaller, supportive IFA firm however, our client values employees and, as a result, has excellent staff retention. Due to progression (theres opportunities too), they have a requirement for a Paraplanner, to join their small and friendly team. Ideally, you will be a Diploma qualified Paraplanner however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice, for the right individual (if desired). This is an environment where youll be looked after. Where clients interests genuinely matter and they are treated as they should be. Youll work out of fabulous rural offices, located near Richmond, with an element of flexibility to occasionally work from home. Responsibilities will include:- Paraplanning and administrative support, as required Create comprehensive and compliant suitability reports Use research tools to analyse data and provide solutions to meet clients needs and objectives Work collaboratively with the team to support client outcomes Build and maintain relationships with clients Liaise with providers to obtain information Qualifications: Level 4 Diploma (DipPFS or equivalent) is desirable, not essential Know someone who the above job would be a perfect fit for? REFER THEM and receive £250 (in vouchers) when they start in their new role!c272c101-f45c-4783-b4a0-50ad222b87c0

As Finance Business Partner, you'll be embedded in the operation - acting as the financial conscience of the business and a trusted adviser to site leadership. Month FTC (Maternity Cover) Liverpool £50,000 - £53,000 Newly Qualified or Nearly Qualified? Want real commercial exposure, not just month

Job Description: Wealth Tech Architect 2 months contract £550 Outside IR35 Hybrid working London Our client is seeking an experienced Wealth Tech Architect to join their team on a short-term contract. As a Wealth Tech Architect, you will be a hands-on specialist in the Independent Financial Adviser

We are pleased to present an exciting home-based Financial Adviser opportunity, covering Swansea, Cardiff and Newport. Candidates need to be experience Financial Advisers either restricted or independent TPBN1_UKTJ.

Responsibilities:- Contacting existing and potential clients to offer financial planning services Conducting in-depth reviews of clients financial circumstances, current provision and future aims Research and analysing information with which to design financial strategies and prepare proposals to be

Financial Adviser Administrator Salary up to £28,000 Location | Redditch " Flexible working & holidays - Enjoy flexible 35 hour working week with a 2. As a result of ongoing growth our Client now has an excellent opportunity for a Financial Adviser Administrator to join their established team based

Trainee Financial Adviser Location: Marlow Starting Salary: £25,000 - £27,000 pa Start your career in financial planning We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. You will have confident communication skills (written and verbal) and st

A fast-growing financial advisory firm in the UK is seeking qualified Financial Advisers to join their innovative team. This role focuses on building client relationships, providing holistic financial advice, and leveraging technology to enhance service delivery.

Type of Position: Financial Adviser (Self-Employed) - London.Financial Adviser (Self-Employed) - London.Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives.You will be joining a well-established SJP pr

Amberside Advisors - Financial Advisory Transaction Lead. We are seeking a highly motivated and client-focused Independent Financial Adviser to provide impartial financial advice and planning services. Sign in to set job alerts for “Independent Financial Advisor” roles.

The role offers a competitive base salary of £40,000, combined with 100% OAF on self-generated business and 70% IAF on advice fees.

A financial advisory firm in London seeks a Financial Adviser to provide holistic financial advice to clients.

A local governmental authority in the UK is seeking an experienced Finance Business Partner to join their Finance team.This role involves acting as a trusted adviser to service areas, leading financial planning and analysis, and supporting budget holders with strategic decisions.Applicants should be

In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. Reviewing and responding to clients' changing needs and financial circumstances, keeping Introducers and clients u

You will join and learn from a group of experienced Senior Strategy Consultants and Managers with expertise across customer and adviser strategy, wealth management, financial planning and taking new products to market. Alongside strong strategy skills, we particularly welcome applications from candi

A leading financial services firm in London seeks a Trainee Investment Manager to support their Adviser teams.

About the Role: Our team is a leading international tax adviser to the largest multinational companies operating in the UK.Our clients include many household names and are from all industry sectors (except Financial Services).The work is cutting edge tax advice; it is technically demanding and creat

A leading financial advisory firm in London is seeking a Financial Adviser to manage high-net-worth client relationships.The role offers a base salary of £70,000 with significant commission potential, totaling over £200,000 on-target earnings.Successful candidates will have at least 2 years of exp

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. Canada Life UK is transforming to create a more customer-focused business by leveraging Salesforce Financial Services Cloud (FSC) to support adviser, customer and operational journeys across o

A financial advice firm in the City of London is seeking a dedicated Shadow Adviser to work alongside advisers and a paraplanner. Candidates must hold or be pursuing Chartered status and have experience with specific financial software.

A financial services firm is seeking a trainee financial adviser for an 18-month program. This full-time role includes responsibilities such as client communication, administration, and compliance management. Successful applicants will join the SJP Adviser Academy for specialized training.

A leading independent financial advisory firm based in the UK is seeking an Independent Financial Adviser. In this role, you will build client relationships, review their financial needs, and optimize business opportunities. The ideal candidate will hold a Diploma in Regulated Financial Planning and

Type of Position: Financial Adviser (IFA) - London, Harrow.The client is looking to welcome a.This will be an office based opportunity with a high earning potential.You will advise clients as appropriate to their circumstances and objectives.Prospecting and contacting potential clients in accordance

A fast-growing wealth management firm in the UK is seeking a Financial Adviser / Wealth Manager to provide comprehensive wealth management services to clients. You will advise high-net-worth individuals, engaging in financial planning and investment strategies.

A fast-growing wealth management firm in the UK is seeking a Financial Adviser/Wealth Manager to provide a full spectrum of advice. Responsibilities include investment advice, financial planning, and client development across Oxfordshire and London.

Money Marketing, the award-winning title for the UK’s financial adviser profession, is looking for a sharp, driven and digitally minded Senior Reporter to drive our news agenda and help shape the future of our editorial output.

Type of Position: Financial Administrator (IFA) - London, Harrow. The Administrator will help provide admin support to both the office manager and financial adviser. Experience of working within financial services preferable.

Financial Adviser – Self-Employed (Independent). Are you looking for the freedom of self-employment with the support of an established independent financial planning firm?. We’re not backed by private equity which means we prioritise client service and adviser relationships over shareholder retu

Tagged as: DipFA, DipPFS, Finance Jobs, FInancial Adviser Careers, Financial Advisor, IFA Consultant, International Financial Advisor, International IFA, International Wealth Manager, investments, Offshore IFA, QROPS, Spain, Wealth Manager. The business is looking to grow their Diploma Qualified Fin

Target start date: 1st February 2028 to join the SJP Adviser Academy for 2 months, joining in term 2 and fine‑tuning skills to become an adviser. Once appointed and the SJP Academy complete, you will then embark upon the Green Park WM adviser training, including monthly 121 and weekly adviser trai

A leading financial advice company in the UK is seeking an experienced Mortgage & Protection Adviser to join their growing team. The ideal candidate should have over 3 years of mortgage advising experience, a relevant qualification, and a strong client-focused approach.

Marsh is the world’s leading insurance broker and risk adviser, with its UK Specialty business handling some of the most complex, high-value risks globally across Aviation, Marine, Energy, Financial Lines, and other specialty classes via the London Market, Lloyd’s, and international markets. Sig

Self-Employed Mortgage Adviser (Trainees welcome). Mortgage advisers, estate agents, recruiters, and financial sales pros. London's highest-performing mortgage brokerage.

Job Title: Service Charge Accountant Location: Stockwell, London, SW9 Job Type: £50,000 Per annum Job Type: Full Time, Permanent About SW9 Community Housing: SW9 Community Housing is a resident-led social housing charity responsible for the delivery of housing management and maintenance services for around 1,800 homes and several commercial and community buildings in Stockwell/Brixton on behalf of a G15 Housing Association, Sovereign Network Group (SNG). About The Role: We are seeking a detail-oriented and experienced Service Charge Accountant to manage and oversee all financial activities related to service charge accounts. The successful candidate will ensure accurate budgeting, timely reconciliation, and compliance with relevant regulations for service charge funds, primarily within a residential property portfolio. Key Responsibilities: Budgeting & Financial Reporting Prepare and reconcile annual service charge budgets and actuals. Produce and issue year-end service charge accounts in line with lease agreements and statutory guidelines (Landlord and Tenant Act 1985). Manage and report on reserve funds, ensuring correct contributions and balances. Monitor expenditure, compare against budgets, and post adjustments as needed. Provide service charge budgets for new developments at design stage.Billing & System Management Calculate and issue service charge estimates, actuals, major works charges, and ground rent in line with lease terms and within set timescales. Lead on the rent increase process, ensuring accurate calculations and communications. Troubleshoot and improve service charge billing systems to ensure accuracy and efficiency. Maintain service charge ledgers and ensure accurate postings in financial systems.Stakeholder Engagement & Queries Liaise with SNG to ensure the bank balance is topped up with the correct amounts. Reconcile the individual leaseholder accounts and produce and send out yearly financial statements Handle leaseholder and tenant queries on service charge estimates, statements, and variances. Liaise with internal teams (Repairs, Development, Finance) to ensure correct cost allocations and billing for works and new developments. Support internal and external audits, tribunals, and court proceedings with required financial data. Collaborate with the Leasehold Adviser to improve communication with residents, including welcome packs and service charge handbooks.Governance & Compliance Ensure compliance with relevant legislation and obtain dispensation where necessary. Review lease agreements to ensure all service charge elements are captured. Identify non-collectable charges and prepare write-off documentation as required. Conduct Land Registry checks to confirm leaseholder ownership status.Engagement & Representation Arrange and attend leaseholder service charge meetings and community events. Provide input to legal and tribunal cases as required. Represent the organisation at First Tier Tribunals and in County Court when necessaryAbout you: Experience, Qualifications & Skills: Part-qualified or qualified (ACCA, CIMA, AAT) or equivalent relevant experience. Possession of or working towards a recognised accounting qualification is desirable. Experience in Service Charge accounting and general leasehold management preferable within housing or property sector. Experience of creating performance reports and implementing service improvements is desirable. Experience of working in social housing or local authority is desirable. Knowledge of leases and understanding of the issues of leasehold management. Good knowledge of IT and Housing systems including Word, advanced Excel and Outlook. Excellent interpersonal skills to support work with customers across a range of circumstances. Strong verbal communication skills and the ability to adapt this approach for different audiences. Excellent analytical skills to identify a range of issues from information gathered. Excellent customer focus and a genuine desire to achieve excellence in all areas of responsibility. Excellent numerical skills to calculate estimated and actual service charges. Demonstrable knowledge of Section 20 and other leasehold legislation. Ability to manage difficult conversation Able to manage and prioritise demanding workload Meet deadline and KPIs Calm and professional Self-motivated and personal with a 'can do' approach Seeks opportunities for improvements Actively demonstrates interest in all aspects of the businessFull details of the role profile available on request. Please click on the APPLY button to send your CV for this role. Candidates with the experience or relevant job titles of; Property Finance Accountant, Service Charge Finance Specialist, Accounts Coordinator, Qualified Accountant and Leasehold Accounting Analyst may also be considered

As Financial Adviser you will provide quality and holistic financial advice to clients to help them meet their needs and objectives. To nurture and grow existing client relationships and funds under management. Key Responsibilities as Financial Adviser include: • Provide tailored advice to clients on aspects of financial planning including but not limited to investments, pensions, tax planning, inheritance and protection., • Conduct regular client reviews, ensuring suitability of advice and keeping financial plans aligned with changing circumstances., • Maintain and develop long-term relationships with clients., • Create new opportunities for business growth through networking and referrals, arranging appointments with prospective clients to discuss their financial needs and objectives., • Adopt the use of advice tools and documents for the provision and evidencing of advice., • Ensure all activity is compliant with business standards and recorded appropriately on the CRM., • Keep up to date with regulatory changes in the industry to ensure your clients receive the most up-to-date guidance., • Effectively work with our internal teams to ensure business is processed in line with compliance standards set by the business., • Undertake any other relevant tasks and duties as required. Requirements as Financial Adviser include: • Holds at least a Level 4 Diploma in Financial Advice, • Previous experience as a Financial Adviser with a minimum of 3 years’ experience, providing holistic and full financial advice, • Experience advising clients on most aspects of financial planning including investments, pensions, inheritance tax and protection (excluding mortgage products), • Experience using cashflow modelling software, • Excellent communication skills (written and oral), • Committed to delivering first-class client service and maintaining their professional knowledge and development, • Honesty and integrity, • Ability to work under pressure and meet deadlines, • Highly motivated, with a great work ethic, • Being agile and adaptable, • Emotional intelligence, • Resilient If you are interested in this role, our friendly team are awaiting your application

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, dedicated paraplanning, and a wider team of specialist support functionsso you can focus on advice, client outcomes and rewards With a home-based proposition and advice delivered mainly via digital channels, this role offers genuine opportunity for an adviser who seeks new client generation on an employed remuneration package To succeed, youll bring strong activity levels, commercial drive, and a disciplined work ethic. In return, you can expect a busy pipeline, high earning potential, and a negotiable basic salary with significant upside. TPBN1_UKTJ

My client is a highly regarded boutique tax advisory practice specialising in complex UK and international tax and wealth structuring. They advise a prestigious client base including high and ultra-high net worth individuals, business owners, trustees, and financial institutions. Due to continued growth, they are seeking a Chartered Tax Adviser to join their specialist team. This role is strongly advisory-focused, offering exposure to high-value, complex tax matters in a confidential and technically demanding environment. Key Responsibilities: • Conduct research on complex UK and international tax issues • Prepare clear, concise tax advisory reports • Support senior professionals on advisory and contentious matters • Advise on private client, corporate, trust, and property-related tax issues • Assist with enquiries, disputes, and regulatory matters • Liaise with clients and professional advisers • Manage multiple assignments independently under time pressure Requirements: • CTA qualified with post-qualified advisory experience • Strong background in tax advisory within professional services • Excellent academic record (minimum 2:1 or equivalent) • Experience across key taxes (IT, CGT, IHT, Corporate Tax, VAT) • Knowledge of UK legal principles (trusts, companies, land law, etc.) • Strong report writing and analytical skills • Excellent communication and ability to work independently Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful

Paraplanner If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommendations. You will be involved throughout the advice process, producing tailored suitability reports, undertaking detailed research and supporting ongoing annual reviews. You will handle a wide variety of cases across pensions, investments, protection and estate planning, giving you the chance to broaden your technical exposure. This role is well suited to someone who enjoys getting into the detail, thrives on accuracy, and wants to be part of a growing advice function where ideas for improvement are genuinely welcomed. The firm continues to expand nationally, meaning future opportunities may include progression into senior paraplanning, technical specialisms or adviser routes, depending on your ambitions. Paraplanner Requirements Essential - Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential - Minimum 2 years Paraplanning experience within a UK financial planning environment Essential - Strong technical knowledge across pensions, investments and protection Essential - Experience producing suitability reports and supporting advisers throughout the advice process Desirable - Experience using financial planning software or research tools The Company You will be joining a successful, growing UK financial planning business known for its supportive environment, structured development and commitment to delivering high quality advice. The company blends a collaborative office culture with flexible working arrangements. Paraplanner Benefits Salary up to £50,000 depending on experience Hybrid working with minimum 1 day per week in the office (fully remote considered for strong candidates living outside a reasonable commute) Employer pension contributions from day one, matched up to 5% Life assurance (multiple of basic salary after qualifying period) Access to 24/7 GP health support Income protection Health cash plan and wellbeing support Optional private medical insurance Long service rewards, paid volunteering day and cycle to work scheme Location Hybrid working with access to a Bristol based office. Strong remote candidates from other UK regions may be considered. If you feel this opportunity aligns with your skills and ambitions, please apply today. Liability and Disclaimer Whilst 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 TPBN1_UKTJ

Operations Manager - Financial Advice London EC1A £45,000 – £55,000 + Bonus & Benefits We’re looking for an experienced Operations Manager to oversee day-to-day business operations, ensuring efficiency, compliance, and profitability, of our Independant Financial Advisory business. This role bridges strategy and execution, supporting business growth and smooth internal processes. Key Responsibilities Finance & Operations • Oversee income reconciliation, payroll, and bank reconciliation, • Support management accounts and financial reporting, • Manage CRM systems and third-party tech stack Compliance & Regulation • Ensure FCA and regulatory compliance (GABRIEL, PII, CPD, T&C), • Liaise with compliance consultants and regulatory bodies, • Monitor file reviews and management information (MI), • Lead internal committees and adviser reviews HR & Administration • Manage recruitment, contracts, and staff reviews, • Oversee incentives and team performance, • Support business planning, board meetings, and IT/security, • Coordinate marketing activity and supplier relationships About You • 5+ years’ experience in operations or senior admin within a regulated financial environment, • Experience managing teams, • Degree educated (preferred), • Professional qualifications (Level 4 Diploma, Prince2, or accounting – desirable), • Strong Excel and financial systems knowledge You’re organised, detail-oriented, proactive, and a strong team player with a positive, can-do attitude. Benefits • Quarterly bonus (up to £11,000 p.a.), • Private medical & travel insurance, • Gym membership, • Excellent pension, • Flexible working (2 days from home), • Generous holiday allowance

Experienced Financial Adviser West London / Swindon | Hybrid (Office & Client Facing) £55,000 – £60,000 Basic + Uncapped Commission + Benefits Are you an experienced Financial Adviser looking to inherit a client bank from day one? Do you want to focus on advice and client relationships — not admin and paraplanning? Or are you in a role where you’re bringing in business… but not fully benefiting from it? A long-established and highly respected advice firm is looking to appoint an Experienced Financial Adviser to take over and develop an existing portfolio of clients. This is a role focused on servicing, retaining and growing relationships — not starting from scratch. What you’ll be doing • Managing and developing an existing client bank, • Providing advice across pensions, investments & protection, • Conducting regular client reviews, • Identifying new opportunities within an established portfolio, • Building long-term, trusted client relationships What’s on offer • £55,000 – £60,000 basic salary, • Uncapped commission, • Client bank provided from day one, • Full paraplanning & technical support, • Hybrid working (West London / Swindon), • A stable, long-term opportunity within a well-established firm What they’re looking for • Experienced Financial Adviser / Wealth Adviser, • Confident advising across core financial planning areas, • Strong focus on client servicing and relationship building, • Able to attend the office and meet clients when required Why this role stands out You’ll be stepping into a warm client base, with the support and infrastructure in place to let you do what you do best — advise, build relationships and grow income

Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture. The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role. To start you off, you will be: Attending client meetings alongside Wealth Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO exams (or equivalent) Strong attention to detail and organisational skills Confident communicator with a professional approach Motivated, proactive, and keen to progress into an advisory role Why This Role Clear pathway to becoming a Chartered Financial Planner Exposure to high-quality clients and experienced advisers Strong internal support and training structure A collaborative, social, and high-performing team environment Benefits Competitive bonus structure Hybrid working Pension scheme Private medical cover Employee wellbeing support (including GP access, discounts, gym benefits) Additional time off including: Extra days over Christmas Monthly early finish ("Family Friday") Additional leave with service Regular team socials and company events Daily breakfast in the office