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Are you an experienced Financial Adviser seeking your next Financial Adviser job with an established wealth management firm? This Financial Adviser opportunity in Maidenhead offers you the chance to take ownership of an existing client bank and build lasting relationships. Our client, a growing wealth management business, has an urgent requirement for a Financial Adviser to look after an established portfolio of medium to high-value clients. This Financial Adviser role focuses primarily on client retention and servicing, allowing you to leverage your expertise in providing exceptional financial advice. What makes this Financial Adviser position stand out? - Take responsibility for an existing client bank requiring expert attention - Office-based role in Maidenhead (2-3 days per week in office) - Clients typically visit the office, with flexibility for home visits - Full administrative and support team based in the office - Be part of a supportive, collaborative culture - Performance-related bonus scheme rewarding your success As a Financial Adviser, you'll provide comprehensive financial planning advice, conduct regular client reviews, and ensure clients receive the highest standard of service. This is an excellent opportunity for a Financial Adviser who thrives on building client relationships and delivering quality outcomes. Financial Adviser Requirements: - Essential: Proven experience as a Financial Adviser with established client relationships - Essential: Strong track record in financial planning and client management - Essential: FCA approved (or ability to obtain approval) - Desirable: Level 4 Diploma in Financial Planning or equivalent - Desirable: Experience managing medium to high-value client portfolios The Company Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support. Financial Adviser Benefits: - Competitive salary: 60,000 - 65,000 - Attractive performance-related bonus - Office-based working (2-3 days per week) Location Maidenhead-based opportunity. Ideal candidates will be commutable to the Maidenhead office. Ready to take the next step in your Financial Adviser career? Apply today to discuss this exciting opportunity. 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.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. 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.

Are you an experienced IFA Administrator seeking your next job within a progressive financial planning firm? This IFA Administrator opportunity in Taunton offers genuine career development within a growing national business that values exceptional client support. As an IFA Administrator, you'll deliver seamless service to Financial Planners and clients, ensuring advice processes run smoothly from consultation through to implementation. Working alongside an established operations team, you'll act as a trusted liaison throughout the client journey. Your IFA Administrator responsibilities include: - Coordinating planner diaries and client meetings - Preparing comprehensive meeting documentation - Processing new business applications and liaising with providers - Producing illustrations, valuations and transfer documentation - Maintaining accurate records across back-office systems - Proactive client communication to progress cases efficiently This IFA Administrator role offers genuine variety across wealth management processes. The business is expanding its adviser base and recognises that quality administration underpins excellent outcomes, with clear scope to develop technical knowledge. IFA Administrator Requirements - Essential: Proven experience as an Administrator within an IFA or financial planning environment - Essential: Strong knowledge of financial planning processes and new business procedures - Essential: Confident communication skills for client and provider liaison - Desirable: Experience using systems such as Curo, Intelligent Office or similar platforms - Desirable: Understanding of pension transfers, investment platforms and protection processing The Company A well-established national financial planning business undergoing significant growth, investing heavily in technology and people to enhance efficiency and service delivery within a collaborative, supportive culture. IFA Administrator Benefits - Salary of 32,000 to 35,000 depending on experience - Full-time or part-time working patterns considered - Hybrid working with minimum 2 days per week in office - Comprehensive benefits including pension, life assurance and healthcare - Structured development plans with clear progression pathways Location Commutable to Taunton - minimum 2 days per week office attendance required. Apply today to join a forward-thinking firm that recognises the vital contribution IFA Administrators make to client success. 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.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. 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.

Are you an experienced Financial Advisor looking for your next career move? This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm. As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Devon, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection. What makes this Financial Advisor role stand out? This isn't just another advisory position. You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients. The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts. - Deliver face-to-face and virtual client meetings - Conduct comprehensive financial reviews and produce detailed reports - Develop new business through networking, referrals, and company leads - Maintain and grow client relationships through regular reviews - Leverage digital tools and CRM systems to enhance client service Financial Advisor Requirements: - Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent) - Essential: Experience as a practicing Financial Advisor with proven client management skills - Essential: Strong interpersonal and communication abilities - Desirable: Business development and networking experience - Desirable: Proficiency with financial planning software and Microsoft Teams The Company Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support. Financial Advisor Benefits: - Competitive salary: 50,000 - 75,000 - Attractive performance-related bonus - Flexible hybrid working arrangements - Full administrative and operational support - Comprehensive paraplanning assistance - Professional development opportunities Location Ideally based in or around the Devon area and surrounding regions. Some travel for client meetings is expected. Ready to take the next step in your advisory career? Apply now to discover how this Financial Advisor opportunity could be the perfect fit for you. 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.

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements - Essential experience as an Administrator within a financial planning or IFA firm - Strong understanding of financial planning processes and adviser workflows - Confidence dealing directly with clients by phone, email and online portals - Experience preparing meeting packs and processing new business - Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits - Salary of 28,000 to 32,000 depending on experience - Comprehensive benefits package including pension, protection and healthcare benefits - Hybrid working once signed off as competent - 37.5 hour working week - Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.

This Employee Benefits Administrator job offers the opportunity to join a well established and growing employee benefits firm supporting a diverse portfolio of corporate clients, just outside Coventry. If you enjoy structured administration, client interaction and developing your knowledge across pensions and group risk, this Employee Benefits Administrator job could be an excellent next step. As an Employee Benefits Administrator, you will play a central role in ensuring group benefit schemes operate smoothly and clients receive a consistently high level of service. You will support consultants and work closely with providers, giving you exposure across group pensions, group risk and employee wellbeing arrangements. Your day to day responsibilities as an Employee Benefits Administrator will include - Administering group pension, group risk and healthcare schemes - Processing joiners, leavers and member amendments - Responding to scheme and member queries - Liaising with insurers and providers - Supporting scheme renewals and rebroking activity - Preparing client documentation and maintaining accurate records This Employee Benefits Administrator role suits someone who enjoys being organised, takes pride in detail and wants to build long term expertise within employee benefits. There is genuine scope for progression as your experience grows. Employee Benefits Administrator Requirements - Experience administering employee benefits schemes is essential - Exposure to group pensions and or group risk schemes is essential - Experience within employee benefits or financial services administration - Industry qualifications are desirable but not required - Experience using employee benefits or pension administration systems is beneficial The Company This is a long established professional services firm with specialist teams across employee benefits and wealth management. They support corporate and personal clients nationwide and are known for their supportive culture and commitment to developing their people. Employee Benefits Administrator Benefits - Salary 30,000 to 40,000 negotiable depending on experience - 22 days holiday plus bank holidays with option purchase up to 5 additional days holiday - Office closed between Christmas and New Year at Director discretion - 4x death in service and 2x critical illness cover - Health cash plan - Office based Monday to Thursday with Friday home working - Working hours 8.30am to 5pm Monday to Thursday and 8.30am to 1.30pm Friday - Free on site parking Location This role is based near Meriden and is best suited to candidates within a reasonable commuting distance. 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

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements - This role is open to experienced or Trainee Paraplanners - You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis - You should have good understanding of investment, retirement and pension products in relation to financial planning - You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent - You should have an organised approach to your work and be able to handle multiple cases simultaneously - You should be confident working independently and within a team Paraplanner Benefits - Salary of up to 40,000 depending on experience - Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities - Up to 2 days from home, after completion of probation - 25 days holiday plus bank holidays - 37.5 hours per week, Monday to Friday - Working within a business that is passionate about helping their clients - Regular paid team events through the year to get involved in Locations South Leicester 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.

Are you an experienced Protection Advisor looking for your next career move? This Protection Advisor job offers the perfect opportunity to join a leading mortgage brokerage and build a rewarding career with genuine progression potential. As a Protection Advisor, you'll work with existing customers whose mortgage deals are approaching expiry, giving you warm leads and the platform to focus on what you do best delivering excellent advice and maximising protection opportunities. This Protection Advisor role is ideal for someone who enjoys building relationships and has a genuine passion for helping customers secure their financial futures. Your responsibilities as a Protection Advisor will include: - Speaking confidently with existing customers to identify opportunities to review and enhance their protection arrangements - Providing expert protection advice tailored to individual customer needs - Building strong, lasting relationships with clients - Working towards or completing CeMAP 2 & 3 qualifications with full support You'll benefit from qualified leads, ongoing training, and a supportive team environment where your success is recognised and rewarded. Protection Advisor Requirements - Essential: Experienced protection adviser - Essential: CeMAP 1 qualification - Essential: Confident communicating with customers and identifying protection opportunities - Essential: Excellent relationship-building skills - Desirable: Currently studying towards, or willing to study for, CeMAP 2 & 3 The Company Our client is a progressive, established mortgage brokerage with exciting growth plans. They're known for their supportive culture, commitment to professional development, and track record of helping their team members succeed. Protection Advisor Benefits - Competitive basic salary of 27,000 - Realistic OTE of 45,000 - 60,000 through an attractive commission structure - Ongoing training and support to achieve professional qualifications - Collaborative team culture where success is recognised and rewarded - Hybrid working available Location This Protection Advisor position is based in Hebburn. Candidates should be commutable to this location. Ready to take the next step in your protection career? Apply today to find out more about this exciting Protection Advisor opportunity. 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.

Are you an experienced Mortgage Broker looking for a fast paced, high achieving Mortgage Broker job where your focus is on sales rather than admin? This is an opportunity for a driven Mortgage Broker to join a performance led brokerage that rewards output. As a Mortgage Broker, you will be working with a consistent flow of qualified leads, allowing you to spend your time doing what you do best building rapport, advising clients and submitting quality applications. You will be supported by an established packaging and admin function that takes care of case progression, document chasing and lender queries. This Mortgage Broker job is ideal for someone who thrives in a lively office environment and enjoys working towards clear performance expectations. You will handle a high number of client conversations, convert enquiries into applications and have the opportunity to significantly increase your earnings through a transparent commission structure. There is genuine long term progression available for the right Mortgage Broker, with future opportunities as the business continues to grow and diversify into new lending areas. Mortgage Broker Requirements - Essential - CeMAP qualification - Essential - minimum 18 months mortgage advising experience - Essential - experience working in a high volume environment - Desirable - experience advising self employed clients - Desirable - protection sales experience The Company The company is a directly authorised mortgage brokerage operating a high performance model with strong lead generation and a clear focus on front end sales. The business has ambitious but measured growth plans and places equal importance on culture and results. Mortgage Broker Benefits - Basic salary between 30,000 and 40,000 depending on experience - Tiered commission structure up to 30% - Employed or self employed options available - Fully office based role with strong admin and underwriting support - High quality leads provided - Top performers achieving strong monthly take home figures - Standard pension and holiday entitlement Location Office based role in Basildon. You must be able to commute reliably and be comfortable working on site. If you are a Mortgage Broker who wants volume, support and earning potential without self generating leads, apply now to find out more. 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.

Are you a self-employed Mortgage Advisor looking for a job that offers genuine flexibility, strong earning potential and the opportunity to grow your own client bank in a supportive environment? This Mortgage Advisor job is ideal for you if you want to focus on residential lending while building a sustainable pipeline through your own relationships alongside high quality, organically generated introductions. As a Mortgage Advisor, you ll work with a broad mix of clients including first time buyers, home movers and remortgage customers, giving you consistent and repeat business opportunities. In this Mortgage Advisor job, you will operate with a high degree of autonomy, managing your own workload and working hours to suit your lifestyle. Whether you want to maximise earnings or balance work around other commitments, this Mortgage Advisor opportunity allows you to structure your business accordingly while still benefiting from a collaborative team environment. You will receive introductions generated through referrals and repeat business, but success in this Mortgage Advisor role will come from your ability to generate your own clients and build long term relationships. With strong conversion rates and minimal restrictions, this Mortgage Advisor job offers a platform to grow your income without heavy compliance burden or network constraints. Mortgage Advisor Requirements - CeMAP qualified is essential - Minimum 2 years experience as a Mortgage Advisor - Proven ability to generate business and maintain a client bank - Comfortable working on a self employed, commission only basis - Willing to attend the office once per week The Company A well established, directly authorised brokerage with a long standing presence in the market. The business operates on a referral driven model and offers a stable, supportive environment with excellent staff retention. Mortgage Advisor Benefits - Self employed Mortgage Advisor role with OTE £80,000 to £90,000+ - 70% commission on self generated business and 60% on provided leads - No network deductions or monthly fees - Fully flexible, home based working model - Regular introductions from existing client bank and referral sources - Administrative support available Location Home based with one day per week in either the Guildford or New Milton office. If you are a driven Mortgage Advisor looking to build your own business within a supportive and highly respected brokerage, apply today to find out more. 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

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to 60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to 60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to 60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.

If you are a Mortgage Adviser looking for a brokerage where values genuinely matter just as much as performance, this could be a rare opportunity to join a growing, purpose led firm in the Bristol area. You will be joining a business that has built strong momentum through word of mouth, repeat clients and carefully invested lead generation. This is not a high churn, desk based or call centre style environment. Instead, as a Mortgage Adviser you will work with clients start to finish, supported by a collaborative team and a firm that focuses on doing things properly rather than quickly. As a Mortgage Adviser within this team, you will balance your own introducers and client relationships whilst also benefiting from quality leads provided by the business. This Mortgage Adviser job is designed for advisers who are comfortable generating some of their own business but value being part of a team that shares best practice, referrals and long term thinking. Key aspects of this Mortgage Adviser job include: - Providing whole of market mortgage advice to a broad client base including first time buyers and home movers - Managing clients end to end with a strong focus on long term relationships and repeat business - Having broader client conversations that go beyond rate and borrowing alone - Working alongside an in house protection specialist to maximise client outcomes and earnings - Using modern systems and processes designed to reduce friction and admin time - Playing an active role in a values driven firm that prioritises people and integrity There is long term progression for the right Mortgage Adviser, including the opportunity to take on greater responsibility, develop a local presence or move towards a more autonomous operating model over time. Mortgage Adviser Requirements - Experience working as a Mortgage Adviser - Fully CeMAP qualified or equivalent - Comfortable operating on a self employed basis - Ability to generate some business from existing contacts or introducers is desirable - Experience using CRM systems within a mortgage advice firm The Company Our client is an established and fast growing mortgage advisory firm with a strong ethical focus. They have invested heavily in their people, systems and processes, creating an environment where advisers are trusted, supported and not micromanaged. Culture and values genuinely influence how advice is delivered. Mortgage Adviser Benefits - Competitive self employed commission splits depending on lead source - Quality company generated leads provided alongside your own business - In house protection support to enhance overall earnings - No desk based sales environment - Flexible working approach - For Mortgage Advisers based locally to Bristol, ideally they like office presence of around two days per week, to encourage and maintain strong team collaboration - Long term progression opportunities for ambitious Mortgage Advisers Location This Mortgage Adviser job is ideally suited to candidates based in or around Bristol, or within reasonable commuting distance. If you are a Mortgage Adviser who wants more than just the next transaction, apply now for a confidential discussion. 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.