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PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients. This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the centre of Folkestone. As part of the team your responsibilities will include (but not limited to): Preparing and maintaining client files including discussing clients’ objectives with the adviser. Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance. Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser. Implementing recommendations including packaging reports and making changes to investments as instructed. Assisting with completion of application forms, submitting applications and tracking and reporting progress. Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients. Experience, Skills and Qualifications: Essential: At least two years experience of working in a paraplanner position. Minimum qualifications RO1, RO2, RO3 and working towards Level 4. Experience of financial planning software. Proficient in use of MS Office with good typing skills. Confident and effective in communication by telephone. Good command of written English and it’s use in client communications. Highly numerate. Adaptable and able to manage shifting workload and client demands. Excellent organisational skills and ability to plan. Desirable FE Analytics Intelliflo Office Defaqto Level 4 qualified in financial services. What we can offer In return for the above experience and personal traits we can offer: Salary from £35,000 - £55,000 pa dependent on experience Salary increasing with experience & qualifications Funded training, exam costs and development support A flexible and supportive family business environment Discretionary Bonus NEST pension And above all the opportunity to progress and develop

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the Hampshire area and looking to accelerate your advisory career?. An established IFA are looking for a Financial Advisor with an impressive track record to join their team to provide first class f

In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. Diploma in Regulated Financial Planning (DipPFS). Shape Your Future in Financial Advice – Join a Leading Independent Wea

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the. Applicants must hold Level 4 Diploma in UK Financial Advice . Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals.

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products

The practice takes a relationship-led approach to financial planning, focusing on delivering high-quality holistic advice rather than product-led sales. Manage and service existing client relationships through a holistic financial planning approach. Financial Adviser, Wealth Planner or Paraplanner l

The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well-being. Review-Focused Financial Advisor. This role is ideal for an experienced advisor who enjoys nurturing exis

Nxtgen Recruitment Ltd is seeking a Financial Adviser to join a progressive financial services organisation in Cambridgeshire and Peterborough. The role offers structured training, a clear progression pathway, and a people-first culture, ideal for individuals from financial services backgrounds. The

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. Experience of, or demonstrable expertise in, financial services regulation and regulatory investigations, with the ability to provide pragmatic, risk‑based legal advice on complex regulatory mat

A leading recruitment agency in the UK is seeking an experienced Executive PA to provide dedicated support to a Senior Advisor within the financial services sector. The ideal candidate will have over 5 years of administration experience, including 2 years in financial services, demonstrating strong

This Experienced Financial Advisor job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. As an Experienced Financial Advisor, you will inherit an est

IG Index Limited is seeking a Compliance Advisory Manager in Greater London. The role involves reviewing financial promotions to ensure compliance with FCA regulations and supporting business initiatives while managing compliance and conduct risks. Candidates should have 5-8 years of compliance expe

Premier Jobs UK is seeking an Experienced Financial Advisor to join a well-funded firm in the East Midlands. Ideal candidates will have at least 3 years of regulated advisory experience and a Level 4 Diploma in Financial Planning.

Placr Recruitment is looking for a Wealth Administrator / Junior Financial Planning Consultant in the Hove / Brighton area. The role offers competitive salary, structured training, and genuine career progression into financial advice. Candidates must have experience in financial services or administ

The Adviser should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. Possess a strong awareness of regulatory regime and its application to an independent advisory firm. Financial Adviser Role Overview.

Though transfer pricing practises typically have a combination of advisory and compliance work, the team is heavily focused on advisory with most projects involving planning, policy setting, or dialogue and interaction with tax authorities through APAs or audits. Experience of working in transfer pr

Are you an experienced Financial Adviser looking to inherit a client bank from day one?. 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. Experienced Financial Adviser / Wealth Advise

The firm offers exceptional professional growth opportunities and a structured path toward full qualification as a Financial Planner, supported by a global footprint and a reputation for excellence in independent, advice-driven financial planning. The role involves providing comprehensive financial

Contact with HM Revenue & Customs and other third parties, including major financial institutions, lawyers and wealth advisory businesses. EY’s Private Capital Tax team provides a full suite of tax advisory and compliance services to non-listed (i. Financial Services businesses, dealing with the U

A leading banking group in Greater London seeks a Financial Crime Officer to oversee financial crime risks within a hybrid working environment. Candidates should have a strong knowledge of financial crime, excellent communication skills, and experience in a regulated environment.

Fairstone Group Ltd is seeking Independent Financial Advisers for its office network across the UK. Responsibilities include building relationships with clients, providing suitable financial advice, and keeping records informed.

To support this, they provide a non-refundable financial draw for up to 18 months, enabling you to build a sustainable recurring income without immediate financial pressure. Should this opportunity be of interest, please send your CV to Harry at Financial Divisions: harry@financialdivisions. Self-Em

Provide financial planning support to clients. Prepare financial plans and check their accuracy. CII Diploma in Regulated Financial Planning or LIBF's DipFA (Level 4).

This advisory-focused role involves handling financial crime escalations and conducting risk assessments. The candidate should have strong experience in a 2nd line Financial Crime role, particularly in escalations and advisory settings. MERJE is seeking a Financial Crime Officer for a well-establish

A leading financial services provider is seeking a Remote International Financial Advisor to guide clients through financial planning and wealth management strategies. This full-time position requires proven experience in financial planning, extensive knowledge of estate planning, and strong communi

Vere Group is part of a global financial services group operating across 100+ countries. Supporting experienced international advisors in a performance-driven environment. This position is not suitable for candidates seeking accounting, audit, financial analysis, or back-office roles.

Foresters Financial UK is seeking a Field Based Financial Advisor to cover the London region. The ideal candidate will possess exceptional sales skills, be comfortable with customer interactions, and have a strong understanding of financial services.

This role is ideal for motivated individuals interested in building a long-term career in financial services.

IDEX Consulting Ltd is seeking a Financial Advisor based in Kent, offering hybrid and home-based working options. The position allows you to inherit a substantial client base while providing first-class financial advice. With a supportive team and autonomy in your schedule, this role is tailored for

NXTGEN are pleased to be working in partnership with a progressive and forward‑thinking financial services organisation that is committed to developing the next generation of Financial Advisers. With structured training, clear progression, and a people‑first culture, this is an excellent opportu

A leading financial advisory firm seeks experienced Financial Advisers to work remotely, offering strong earning potential and access to international markets. Key responsibilities include providing tailored financial planning and wealth management solutions, assessing clients' financial situations,

Chatham Financial Europe Ltd is seeking an expert in derivatives documentation to join their Regulatory and Documentation team in London.

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

UK Branch is seeking a Financial Crime Officer (Advisory) to assess and address financial crime related issues while ensuring regulatory compliance. The role involves maintaining knowledge on financial crime regulations and supporting investigations, with responsibilities including managing complian

The successful candidate will provide expert financial advice, develop client relationships, and ensure compliance with financial regulations. Quilter is seeking a dedicated Employed Financial Adviser in Greater London. The role requires relevant qualifications such as QFA and experience in financia

We don’t simply hire employees.When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years.Chatham has worked hard to create a distinct work environment that values people, t

Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain. This means that our clients not only have access to a local financial professional (for convenience), but also some of the best financial advice avail

Barclays is seeking a Financial Crime Screening Advisory Manager in London.

Senior Advisor, International Tax and Transaction Services, Financial Services, London‑Leeds. You will join a team focused on banking, insurance, and wealth & asset management, delivering advisory services to clients ranging from smaller inbound customers to large multinational corporations. Devel

Assess clients’ financial situations and develop tailored financial plans. Our client is an established, British-run financial advisory firm with a modern, dynamic team of highly qualified professionals operating across Spain, Dubai, Belgium, and Switzerland. Proven experience as a Financial Advis

The ideal candidate has 5-8 years of experience in compliance within financial services and a strong background in financial promotions review. In this role, you will oversee financial promotions and guide stakeholders on compliance while ensuring customer-focused communications comply with regulato

This is an excellent opportunity for an advisor looking to inherit a client base in a structured succession environment, with the backing of a well-established and growing national firm. A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its establ

I'm excited to be partnering with a prestigious national firm, specialising in accounting, tax, audit, advisory and business services across the UK and Europe. They are looking for an experienced Financial Planner with a proven track record of working with HNW clients. This is a remarkable opportuni

In this role, you'll provide financial advice, education, and solutions to members, helping them navigate important financial decisions. Provincial Credit Union is seeking a Financial Services Officer to join our team in Kensington, PEI.

Contact with HM Revenue & Customs and other third parties, including major financial institutions, lawyers and wealth advisory businesses. Aligned to a portfolio of long‑term accounts, which you can build deep relationships with, and become their trusted advisor.

Premier Jobs UK in Fareham is seeking an experienced Financial Advisor to manage an existing client bank and provide ongoing financial planning services.