Financial adviser jobs in United Kingdom - Page 3

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

Join us as a Careers Adviser : Empower Futures! Do you want to work for a company where wellbeing is more than a word, it's a commitment? Somewhere where the person matters as much as the professional? Well at Progress Careers, that's just the approach we take. Our top-notch benefits go beyond the basics-enjoy access to discounted gym memberships, a free wellbeing app that is jam packed with fitness, yoga and mindfulness resources and dedicated counselling support. Your work-life balance matters. That's why we offer generous holidays and flexibility wherever possible. And why do we do this? We want to invest in your personal and professional growth.. But that's not all, we also offer... Professional Development: Support for professional qualifications, in-house training, including paid qualifications. Last year we invested approx. £3.5k per colleague! Financial Security: Death in Service Insurance providing four times your salary. Family-Friendly Policies: Enhanced Maternity/Paternity Leave. Health and Wellbeing Cashback: Access to Medicash for you and your dependants, covering the costs of eye tests, optical, dental, prescriptions, and holistic treatments up to £900 annually. Recognition Awards: Monthly, Quarterly, and Annual Recognition Awards. Referral Bonus: £500 for referring top talent. Exclusive Discounts: MiRewards benefits platform, offering loads of discounts and rewards Weekly drop ins with Senior Leaders: Connect, clarify and communicate with weekly drop-ins with our Managing Director and organisation SLT Group Connection: Annual Group conference and a comprehensive benefits review. About Us: Progress Careers is a part of The Progress Group . The group is made up of six business units, each of which aspires to innovate, influence, and inspire others through high-quality and purposeful education and training. Purpose: To provide professional career guidance services, including personal guidance interviews, to improve young people's skills, knowledge, and understanding of career planning and management. Progress Careers is an award-winning employer having received the award for Most Supportive Employer 2023 and 2024 . Its objective is to provide high-quality impartial and independent career information, advice, and guidance in a range of sectors. This center's around students within the secondary school sector but also includes those at a later point in their career pathway. The aim is to provide the tools required to make informed choices about next progression moves, whilst supporting schools and multi-academy trusts (MATs) to meet their statutory requirements in relation to the Gatsby benchmarks. Main Duties: Personal Career Guidance To conduct client-focused, impartial, personal career guidance interviews, supporting students / clients to make informed, realistic career decisions. Delivered in 1:1 interviews and group sessions advisers are expected to encourage clients to demonstrate self and opportunity awareness, raise aspirations, motivate, and generate ongoing career conversations. To work closely with the career leads within each educational setting and to generate and maintain client records electronically in support of personal guidance interviews, including the creation and distribution of a summary of guidance. Careers Information Use expert knowledge of careers information and labour market information and Intelligence to enable students / clients to identify, access, interpret and utilise valid and current information that is relevant to them, including the appropriate use of information technology, e.g. social media and web-based information sources. To organise careers fairs and other relevant activities in conjunction with the Careers Leader. Career Guidance Programmes To provide advice to the Careers Leader on the range of resources and the role of opportunity providers, other education, training and employment providers and relevant others e.g. Enterprise Co-ordinator/Adviser in the development and delivery of the career guidance programme in school and the achievement of the Gatsby Benchmarks and where appropriate the Quality in Careers Standards Award. To facilitate career-related learning activities in groups with students / clients. To assist (where appropriate) with the monitoring, tracking and on-going support of school leavers and destinations, providing timely data to the operational team. Partnerships and Networking To refer to specialist services if required to support specific needs of students / clients e.g. young people with SEND. To communicate with relevant external agencies and networks for the benefit of students / clients and the enhancement of the career guidance programme. To involve parents and carers, where relevant, in the career guidance programme and support provided to their child and attend parents' evenings as required. Professionalism To abide by the relevant legislation, codes of professional practice, eg the CDI Code of Ethics and school policies. To abide by all measures to safeguard young people. To actively promote equality and diversity and challenge stereotyping. To reflect on practice and engage in continuous professional development to further develop the skills and knowledge required for professional practice and to keep up to date with developments in the sector. "The above list of job duties is not exclusive or exhaustive and the post holder will be required to undertake such tasks as may reasonably be expected within the scope and grading of the post. Job descriptions should be regularly reviewed to ensure they are an accurate representation of the post. Person Specification: The ideal candidate must demonstrate a passion for careers guidance, be enthusiastic and have experience of working in an information, advice and guidance setting ideally with young people. Essential To hold an appropriate qualification in careers guidance (level 6 or above) or working towards L6. Experience of working within an IAG setting. IT literate particularly around MS Outlook, Word, Excel and PowerPoint, and capability with other technology platforms. Ability to work to tight timelines and able to produce high quality work whilst under pressure. Strong organisation skills with the ability to prioritise and manage several different work streams at once without close supervision. Confident with working across multiple educational settings. Confident with presenting to large group sizes. Proactive and innovative in approach, thinks ahead and anticipates and deals with issues without being prompted. Numerate with a strong attention to detail, sets high standards for own work Good communication skills including written and verbal. Ability to build strong working relationships with senior members of staff within schools. Keen to learn and develop new skills and capabilities. Collaborative team player, supportive of colleagues and committed to the company mission. Ability to demonstrate awareness and compliance with GDPR legislation. Ability to represent Progress Careers in a professional manner at careers events. Desirable Ability to work flexibly - potential for occasional evening responsibilities. Experience of creating learning resources and lesson planning Existing registration on the CDI Professional Register Strong networks and awareness of provision within the relevant geographical territory Additional Information: Due to this post having access to children and/or vulnerable adults, the successful candidate will be required to undertake an Enhanced Disclosure and Barring Service check. Progress Careers are committed to the safeguarding of the young people we work with and place a high priority on the safer recruitment policies in place and the safer recruitment strategy adopted. Safeguarding is an ongoing priority for the company and as such, is committed to the highest expectations when recruiting into our company. The job holder is required to contribute to and support the overall aims and ethos of the company. All staff are required to participate in training and other learning activities and performance management and development as required by the Company's policies and practices. The duties and responsibilities listed above describe the post as it is at present. The post holder is expected to accept reasonable alterations that may from time to time be necessary and to undertake other duties appropriate to the post that may reasonably be required from time to time. This post will bring the job holder into contact with company confidential information relating to students and staff/contracted workers. The job holder must therefore be aware of the confidential nature of the issues and maintain absolute confidence at all times. We're not just offering a job - we're offering a holistic work experience that values you as an individual. Come be a part of our vibrant and supportive community! #WorkWithUs #BenefitsBeyondOrdinary #EmployeeWellbeing How to apply? Ready to be a part of our transformative educational journey? Submit your application by clicking APPLY. For further queries please email Let's redefine education together! #JoinOurTeam #EducationRevolution #CareersAdviser Diversity and Inclusion Statement: The Progress Group is an Equal Opportunities Employer. We are committed to equal employment opportunities regardless of age, sexual orientation, gender, pregnancy, religion, nationality, ethnic origin, disability, medical history, skin colour, marital status, genetic information, or parental status. All employment decisions are based on merit, job requirements, and business needs. We are committed to safeguarding and protecting all children and young people by implementing robust safer recruitment practices. For details of our commitment to safer recruitment please visit The Progress School's website. Note: We are unable to provide Visa sponsorship for this role. TPBN1_UKTJ

CCL are working with a client to recruit a Risk Management Adviser on a 12 month contract based in Surrey (60%) / Aberdeen (40%) with business trips to Iraq every 8 weeks for 7-10 days. (Inside IR35). Role: Report to the HSE Manager and will work closely with the projects department to ensure Health, Safety and Environmental issues are being addressed. Provide risk management expertise for all risk types, including safety and operations (S&O), strategic and commercial (S&C) and compliance and control (C&C)) to the rapidly growing new Oil and Gas business. Under the leadership of the HSE Manager, this role is to implement risk management processes and culture in the business. Key accountabilities: • Help the leadership team to embed a culture of continuous and proactive risk management and risk controls oversight., • Develop quality risk registers and risk action plans., • Support the competency and development of those involved in risk management across the business, including coaching of Local National personnel., • Facilitate continuous risk identification, assessment, planning, performance management and risk reporting activities., • Support and facilitate risk reviews at all levels of the business., • Engage subject matter experts to advise on risk identification and risk assessment/ planning (e.g., process safety, regulatory compliance, tax) and identification/verification of controls (barriers)., • Support the transition of risks between risk owners, where relevant., • Design and implement internal risk management processes., • Develop project risk management procedures and any associated business specific documentation and guidance., • Establish and manage self-verification programs where applicable in support of risk management within the business., • Ask inquisitive and probing questions and provide an effective challenge to organizational decision-making including where necessary the escalation of risk management issues., • Utilize risk management tools for example Bow Tie Methodology to support effective communication and understanding of risk management within the business., • Utilize software applications as appropriate to support the effective management of risk. Essential Experience and Job Requirements • 3 years of leading or implementing operational risk management programs to support business development, project management and ongoing operations., • Experience or knowledge of operational risk management methodologies, • A thorough understanding of the basic principles of risk management and control identification and assessment., • Practice in developing and managing approval of risk responses., • Experience utilizing risk recording and reporting tools and systems., • Performing analysis of risk monitoring/control KPIs including barrier health assessments., • Strong communication and influencing skills., • The ability to take initiative and lead in solving problems without a high degree of supervision., • Ability and flexibility to work across multiple time zones., • The courage to challenge existing processes and procedures for improvement., • Ability to communicate (verbally and written) using concise and accurate language. Desirable Criteria and Qualifications University Degree in a technical field (Engineering or Science) or equivalent work experience.Experience in high hazard industries e.g. Energy, Petrochemicals, Natural Resources, Pharmaceutical, Aerospace. Experience in the Joint Ventures. Exposure to front line operations. Knowledge of financial, business and control environments. Experience in HSE risk identification and assessment. Project, Program or Performance management experience. Management of change process experience