Trabajos financial adviser en GloucesterCrear alertas

Reference: ORJ921958331_1784803252Solicitor - Private Client - GloucestershireLocation: GloucestershireType of Role: Full timeSalary: 50,000 to 95,000 (DOE),Partner level negotiable PQE: Open PQE - NQ to Senior Associate (Partner considered)A leading regional law firm is seeking a Solicitor, Associate or Partner to join its growing Lifetime Planning team in Stroud. This is an exciting opportunity to help shape a modern, relationship led Private Client offering within a forward thinking, people first practice.About the RoleThe Lifetime Planning team advises individuals, families and business owners on Wills, trusts, LPAs, succession planning and wider lifetime and wealth planning matters. The work is advisory led, forward looking and centred around helping clients make confident, informed decisions about their future.You'll be part of a specialist practice that has evolved to meet increasingly complex personal, financial and family needs. The focus is on high quality, relationship driven legal services rather than volume work, with an emphasis on trust, clarity and exceptional client care.What You'll Be DoingDepending on your level of experience, your role may include:Advising on Wills, trusts and LPAsSupporting succession and estate planning mattersProactively identifying clients' underlying needs, risks and objectivesBuilding strong relationships with clients and referrersNetworking and business development activitySupporting and mentoring junior colleaguesHelping shape and grow a modern Lifetime Planning offeringThis is a people focused role suited to someone who enjoys relationship building, communicating with empathy and becoming a trusted adviser over the long term.What We're Looking ForYou will be:Qualified, with experience in Lifetime Planning or wider Private Client workPersonable, engaging and empatheticAble to translate complex legal and financial concepts into clear, practical adviceSkilled at identifying underlying concerns and guiding clients through important decisionsCommercially aware and proactiveA collaborative team playerMotivated to build relationships and grow networksPassionate about delivering exceptional client experiencesWhat's in it for You?Flexible hours and hybrid workingMinimum 25 days' annual leaveHoliday buy and sell schemeCompetitive pensionLife assuranceContributions to gym membershipCareer development and progressionRewards scheme and additional benefitsHow to ApplyFor a confidential discussion or to express interest, please contact:Email: oliviareed@chadwicknott.co.ukPhone: 0117 917 1515 / 07711 799761The firm welcomes applicants from all backgrounds and provides reasonable adjustments throughout the recruitment process.At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.

Senior Finance Manager £50,000 - £53,000 FTE | 30-37.5 hours per week | Gloucestershire | Hybrid Working \n Some finance roles maintain the status quo. This isn't one of them. We're partnering with a highly respected, purpose-driven organisation that delivers life-changing support across communities and has ambitious plans for the future. As a key member of the senior leadership team, you'll have the opportunity to shape strategy, influence decision making at Board level, and help ensure the organisation remains financially strong, sustainable and ready to maximise its impact. This is an outstanding opportunity for a commercially minded finance leader who wants more than just month-end reporting. You'll be the trusted financial adviser to the CEO, Board and senior stakeholders, leading strategic financial planning while developing a high-performing finance function. The Opportunity \n Reporting directly to the Chief Executive and working closely with Board members and key committees, you will: \n\n • Lead the financial strategy of the organisation, ensuring long-term sustainability and growth.\n, • Drive budgeting, forecasting and financial planning processes.\n, • Deliver insightful management information that supports strategic decision making.\n, • Lead cashflow management, financial modelling and scenario planning.\n, • Oversee statutory reporting, audit and regulatory compliance.\n, • Develop and strengthen financial governance, controls and risk management.\n, • Manage and develop the finance team.\n, • Partner with operational leaders to improve financial understanding and accountability across the organisation.\n, • Support executive decision-making through robust analysis and clear commercial insight.\n\n About You \n We're looking for an experienced finance professional who combines technical excellence with strong leadership capability. You'll likely be: \n\n • A fully qualified accountant (CIMA, ACCA, ACA or equivalent).\n, • Experienced in a senior finance leadership position.\n, • Comfortable operating at both strategic and hands-on levels.\n, • A confident communicator with experience influencing senior stakeholders and boards.\n, • Highly analytical with exceptional financial planning and reporting skills.\n, • Advanced in Excel, including complex modelling and data analysis.\n, • Experienced in managing audits, compliance and financial controls.\n, • Passionate about using finance as a driver of organisational success and positive change.\n Experience within the charity, public sector or not-for-profit environment would be advantageous, but we are equally interested in candidates who can demonstrate transferable leadership and strategic finance experience from other sectors. Why Apply? This is a rare opportunity to join an organisation where finance has a genuine seat at the table. You'll work alongside an engaged leadership team, contribute to meaningful organisational outcomes and play a critical role in shaping future success. The role offers significant autonomy, strategic influence and the chance to see the direct impact of your work. If you're looking for a finance leadership position where your expertise can drive real organisational impact, we'd love to hear from you.Senior Finance ManagerGloucestershire | Hybrid Working£50,400 - £52,900 FTE30-37.5 hours per week For a confidential discussion, please get in touch.

Commercial Insurance Broker – Technology Clients \n Gloucestershire | Hybrid Working | £30,000 - £50,000 + 10% Bonus + Excellent Benefits \n Want to work with some of the UK's most exciting technology businesses? \n Our client is a fast-growing commercial insurance broker looking to recruit a Commercial Insurance Broker to join its specialist Technology team. \n This is a client-facing role where you'll manage insurance programmes for innovative businesses, building long-term relationships while delivering expert advice and outstanding service. \n No cold calling. No business development. Every enquiry is warm. \n The Role \n\n • Manage clients from enquiry through to renewal.\n, • Build tailored commercial insurance solutions.\n, • Identify gaps in cover and provide risk advice.\n, • Negotiate with insurers, including London Market placements where required.\n, • Become a trusted adviser to an exciting portfolio of technology clients.\n\n About You \n You'll already have commercial insurance experience within a broker environment and enjoy building strong client relationships. \n Experience of Financial Lines, Cyber, Professional Indemnity or Technology risks would be an advantage, but isn't essential. \n You'll be: \n\n • Customer focused.\n, • A confident communicator.\n, • Commercially minded.\n, • Well organised with excellent attention to detail.\n, • Keen to continue developing your technical knowledge.\n\n What's On Offer? \n\n • £30,000 - £50,000 salary.\n, • Individual bonus of up to 10%.\n, • Hybrid working.\n, • Private medical insurance.\n, • 28 days holiday plus Bank Holidays.\n, • Birthday off.\n, • Pension and life assurance.\n, • Wellbeing allowance.\n, • Excellent career progression within a rapidly growing business.\n\n If you're looking to specialise in an exciting sector, work with innovative clients and join a business with genuine long-term career opportunities, we'd love to hear from you. \n Contact: Stephen Mallaband \n Reference: SM/290726 \n Candidate care: \n By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. \n If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. \n Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. \n In the meantime, we would like to thank you for your interest in Cavendish Maine.

Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further.This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo.As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million. The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth. This Financial Adviser job suits someone who enjoys client facing work, spotting opportunities and building long term relationships.Key elements of the Financial Adviser role includeManaging and developing an existing client bank Delivering holistic financial planning advice Identifying new business and referral opportunities Building strong, long term client relationships Becoming a key part of the firms future adviser populationThere is clear progression for the right Financial Adviser, including support towards Chartered status and the potential to become a long term stakeholder in the business.Financial Adviser RequirementsLevel 4 Diploma qualified is essential2+ years experience as a practising Financial Adviser is essentialProven ability to manage and grow client relationshipsStrong investment and retirement planning experienceComfortable leading client meetings independentlyThe CompanyThis is a well established Chartered financial planning firm with a strong regional presence and a clear focus on quality advice, long term relationships and adviser development.Financial Adviser BenefitsEmployed or self employed options availableSalary of £50,000+ (Depending on Experience) with an OTE of £75,000+Bonus on all new businessDeath in service benefit and private medical coverEnhanced pension contributionsShare option scheme for long term commitmentFull support towards Chartered statusHybrid working with autonomy over diary managementLocation Clients are based across Cheltenham and Gloucester, so the Financial Adviser should live within sensible commuting distance and be present in the region most of the week.If you are a Financial Adviser looking for a role where you can truly make a client bank your own, apply now to find out more.Liability and DisclaimerWhilst 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

An exceptional opportunity has arisen for an experienced Finance Director to join the senior leadership team of a nationally recognised organisation operating a portfolio of prestigious venues. This is a high-impact commercial leadership role where you'll influence strategic decisions, drive financial performance and support significant investment across a complex, multi-site business. Joining during a period of transformation, you'll play a key role in building a more commercially focused finance function that partners closely with operational leaders to improve performance, challenge thinking and support future growth. As a key member of the senior leadership team, you'll provide commercial insight, strategic challenge and financial leadership across a portfolio of high-profile operations. Responsibilities include: • Leading budgeting, forecasting and long-term financial planning., • Providing commercial insight and constructive challenge to senior operational leaders., • Partnering with commercial teams to improve trading performance across multiple revenue streams., • Building robust business cases to support significant capital investment., • Delivering insightful financial reporting, forecasting and KPI analysis., • Leading and developing a high-performing finance team through a period of organisational change., • Driving continuous improvement across finance processes, governance and business partnering., • Supporting strategic decision making as a trusted adviser to the leadership team. We're looking for a commercially minded Finance Director who enjoys operating close to the business and influencing results. You’ll ideally have: • ACA, ACCA or CIMA qualification., • Experience operating as a Finance Director, Divisional Finance Director or senior commercial finance leader., • A background within retail, hospitality, leisure, consumer, venues, travel or another customer-facing multi-site environment., • Strong commercial finance and business partnering experience within a trading business., • The confidence to challenge senior stakeholders constructively and influence strategic decisions., • Experience leading finance teams through change and transformation., • Excellent communication skills with the ability to build credibility quickly across a diverse stakeholder group., • An interest in customer experience, hospitality, live events or destination businesses would be advantageous., • £130,000 to £150,000 basic salary., • Car allowance., • 20%+ annual bonus., • Excellent pension., • Healthcare benefits., • 25 days annual leave plus bank holidays., • Hybrid working, typically 3/4 days on-site., • Excellent long-term career opportunities within a nationally recognised organisation. Our client welcomes applications from all suitably qualified individuals regardless of race, sex, disability, religion or belief, sexual orientation, age or any other protected characteristic. We are committed to creating diverse and inclusive workplaces and are proud to be an equal opportunities employer. BH36972 #J-18808-Ljbffr

Reference: 1535Are you an experienced AML and Financial Crime professional looking for a role where you can shape strategy, influence senior stakeholders and help navigate complex regulatory challenges?We're looking for an AML & Financial Crime Lead to join our Risk & Best Practice team. This is a high-profile position at the heart of the firm, combining technical expertise, risk management, governance and innovation to help ensure we meet our regulatory obligations whilst delivering commercially focused support to the business.What you'll be doingAs our AML & Financial Crime Lead, you will act as a trusted adviser to partners, lawyers and business services teams on a broad range of financial crime matters.You will:-Provide expert guidance on AML, sanctions and wider financial crime risksAdvise on complex client and matter due diligence issuesMaintain and develop our AML and Financial Crime risk frameworkLead policy development and continuous improvement initiativesMonitor regulatory developments and assess their impact on the firmDeliver engaging training and awareness programmesSupport key governance activities, audits and regulatory reviewsIdentify opportunities to enhance processes through technology, data and AIWhat we're looking forIn depth knowledge of UK AML legislation and financial crime requirementsStrong commercial judgement and a pragmatic, risk-based approachExperience advising on complex due diligence and financial crime mattersThe confidence to work directly with partners and senior stakeholdersOutstanding stakeholder management and influencing skillsExperience leading, coaching and positively challenging experienced colleaguesExcellent communication skills and the ability to translate regulatory requirements into practical business adviceExperience of governance, risk assessment and control frameworksWhilst experience within the legal sector would be advantageous, we would also welcome applications from candidates from other highly regulated industries.We're open to both legally qualified and non-legally qualified professionals.Why Burges Salmon?At Burges Salmon, we believe in empowering our people to make a difference. You'll join a firm that values integrity, innovation, and inclusion. We offer hybrid working, a supportive culture, and opportunities to grow your career in a forward-thinking environment.We're proud to have recently been named "Law Firm of the Year" at the Legal Business Awards 2025 and RollOnFriday's ‘Best Law Firm to Work At' for four years running and one of The Times Top 50 Employers for Gender Equality 2024. We're also Platinum-accredited by Investors in People for our commitment to developing our people.We welcome applications from all backgrounds and identities. As a Disability Confident Leader, we offer an accessible recruitment process and guarantee interviews to disabled applicants who meet the minimum criteria. We're happy to discuss flexible working options for this role.Interested in applying or want to learn more?The full job description is linked below.If you have any questions about the role or the recruitment process, please don't hesitate to get in touch with Ayesha Arshad, Resourcing Specialist, at Ayesha.Arshad@burges-salmon.com.Applications will be reviewed as they are received, and we may close this vacancy early once we have received a sufficient number of applications. Early application is encouraged.INDBSCategory:Business professional Team:Risk Location:Bristol, Edinburgh Terms:Permanent

End DateFriday 21 August 2026Salary Range61,344 - 68,160We support flexible working – click here for more information on flexible working optionsFlexible Working OptionsFlexibility in when hours are worked, Hybrid Working, Job ShareJob Description Summary.Job DescriptionJOB TITLE: Organisational Effectiveness ManagerSALARY: 61,344 - 68,160LOCATION(S): Bristol, Edinburgh, Halifax, Leeds & LondonHOURS: Full-timeWORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policyAbout this opportunityAn exciting opportunity has arisen for an Organisational Effectiveness Manager to join our Future Ways of Working team.This is a high-impact role supporting how our organisation evolves to deliver its strategy. As an Organisational Effectiveness Manager, you’ll partner with programme leaders, senior business stakeholders and HR leaders to diagnose organisational challenges and design solutions that improve performance, effectiveness and efficiency.You’ll play a key role in translating strategic priorities into practical organisation design and operating model interventions—working across complex environments to enhance organisational health and deliver measurable business outcomes. From identifying root causes to implementing solutions, you’ll help shape how teams are structured, how decisions are made, and how work gets done across the business.What you’ll be doingLead the design and delivery of high-impact organisational effectiveness interventions aligned to business prioritiesPartner with programme leaders, People Directors and senior partners to address complex organisational challengesDiagnose root causes using data, insight and organisational effectiveness methodologiesDesign organisation structures and operating models that align capability, governance and ways of working to strategyEnsure interventions deliver measurable improvements in productivity, organisational health and business performanceAct as a trusted adviser, using insight and constructive challenge to influence senior partnersBuild organisational effectiveness capability by coaching leaders and People teams on tools, frameworks and approachesWhy join us?We’re transforming how we operate to meet the needs of the future—and this role puts you at the centre of that journey. You’ll work on meaningful, organisation-wide challenges, helping senior leaders shape how teams are structured and perform. With exposure to complex programmes and senior partners, this is an opportunity to build your expertise, expand your influence, and make a tangible impact on business outcomes.What we’re looking forExperience leading or playing a significant role in organisation design and operating model initiatives within complex organisations (typically 5+ years)Strong knowledge of organisation design, operating model frameworks and organisational effectiveness methodologiesProven ability to use data and analytics (e.g. Excel, Power BI or similar) to diagnose issues and support design decisionsExperience influencing senior partners and working effectively in a matrix environmentStrong commercial awareness with the ability to link organisational interventions to business performance outcomesWe know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.And any experience of these would be really useful: Experience applying organisational health or efficiency metrics in transformation programmesBackground in consulting, transformation or enterprise change environmentsExperience coaching leaders or People teams on organisational effectiveness approachesThis is a place for you…We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15%An annual performance-related bonusShare schemes including free sharesBenefits you can adapt to your lifestyle, such as discounted shopping30 days’ holiday, with bank holidays on topA range of wellbeing initiatives and generous parental leave policiesReady to make an impact? Apply today!At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.SummaryLocation: Bristol; Edinburgh; London; Halifax; LeedsType: Full time

Are you keen to find an exciting new role where you will be part of a dynamic, forward-thinking, agile team? If so, come and join us on the journey.Why Michelmores? Michelmores is the destination law firm for the ambitious, the imaginative and the distinctive. We help enterprises and individuals navigate change to find a positive future.We are a flexible, friendly and inclusive organisation with as clear a focus on fresh thinking as we have on growth and success. We value and nurture our people’s potential and inspiration and give them a creative, open and collaborative environment in which to develop a career and succeed.We believe that whatever your legal experience, you’ll find Michelmores different. From day one we encourage our people to forge relationships and expand their understanding and knowledge of areas that interest them – developing an understanding of commercial challenges and opportunities, rather than just knowing the law. We nurture creative and commercial thinking to help in your long-term career success – it mirrors our approach to ensuring the very best outcomes for our clients too.Finally, our culture really is something special to us. At Michelmores we take pride in how we all work together, whatever our role or seniority, and you’ll really grow and thrive because we encourage people to develop in areas that excite them or makes them different. That’s how we nurture the brightest and best lawyers.What sort of work? Our highly experienced Banking team is looking for a Managing Associate to join them in either Bristol or Exeter. In this role you will support the team in delivering first-class service to clients. This will include:-Leading and managing a wide variety of finance transactions, including real estate finance, acquisition finance, corporate lending, development finance, project finance and impact investment transactions.Drafting, negotiating and advising on facility agreements, security documents, intercreditor arrangements, loan notes and related finance documentation.Advising both lenders and borrowers on new lending arrangements, refinancings and restructurings.Managing transaction workstreams, coordinating multi-disciplinary teams and working collaboratively with colleagues across the firm, including corporate, real estate and private wealth teams.Supporting complex domestic and international transactions, working alongside overseas counsel where required.Developing and maintaining strong client relationships, acting as a trusted adviser and identifying opportunities for further collaboration and business development.Supervising, mentoring and developing junior lawyers, helping to maintain high technical standards across the team.Contributing to the team's strategic growth areas.Why this team? Our banking and finance team act for banks, financial institutions, alternative lenders, family offices, development finance institutions, impact funds, borrowers and other stake holders in a wide variety of banking and finance related matters, including support on the financial components of commercial property, projects and infrastructure transactions as well as corporate finance and banking transactions. The team is known for sustainable finance transactions, both domestically where it has advised in respect of groundbreaking nature-based projects and internationally, advising in respect of impact investments across the emerging markets.We offer a first rate, highly commercial, expedient and economic service based on our thorough knowledge of the subject, sector expertise and the unrivalled experience of our banking and finance team, with particular specialisms in renewable energy project finance, impact investment matters, private wealth, bridging, development and other property-based lending.Karen Williams heads up the firm's Banking team and is recognised as a "Next Generation Partner" in The Legal 500 and a "Notable Practitioner" in Chambers and Partners. The Banking team sits as part of the wider Corporate team.The team is well known for the high value and complex work it undertakes, particularly in the spheres of impact investment and private wealth, both domestically and internationally, which make it unique in the Southwest market.Our clients include HSBC, Triodos Bank, Standard Bank, Rebalance Earth, Impact Fund Denmark, Triple Point, Gresham House, Oxbury Bank, Octopus Real Estate, Finnish Fund for Industrial Cooperation, Norfund, all of whom we work with on some of the highest profile deals in the Southwest, nationally and internationally.How do we work? We take a flexible, agile approach to working patterns. As a team we agree together on the best working arrangements that will enable each of us to provide exceptional client service, to collaborate and connect with colleagues, and to achieve the right home/work balance.As a Firm we are committed to supporting our people across all levels to achieve the balance they need. We are open to talking about flexible working and empower any candidate to put forward a flexible working pattern to meet their needs.Who are we looking for? We are looking for somebody who will understand our values and thrive in our culture. An ambitious and commercially astute lawyer, you will have gained broad experience and be looking to develop your expertise further and help to grow the firm's offering this area. The role will be based at either our Bristol or Exeter office (on a hybrid basis) and the ideal candidate will have:A strong track record of leading banking and finance transactions, managing client relationships and supervising junior lawyersAt least 7 years' post-qualification experience advising on banking and finance transactionsSolid experience in sectors where we have a strong national reputation, such as the Sustainable Economy, Impact Investing, Financial Services, Private Wealth, Real Estate and InternationalStrong interpersonal skills, being an effective communicator at all levels (written and verbal)A commercial, pro-active and professional approach to workExcellent drafting skillsThe ability to master their business development skills and professional networks as well as their legal expertiseSelf-confidence, initiative, and be an innovative thinkerSelf-motivation and commitment to working towards goals with strong enthusiasm and career commitmentThis is a great opportunity to join a Firm which believes potential, inspiration, and teamwork should be valued and nurtured.We work hard to create and sustain an open and collaborative environment. We embrace change and constantly evolve to meet our people’s diverse needs, in the same way that we help our clients to navigate and stay ahead of developments, to move forward together.Next Steps To apply please click below or if you would like to talk to someone about the role, please call Lisa Gater (Recruitment Business Partner) on 07355677986.Michelmores LLP is an Equal Opportunities EmployerWe do not discriminate on grounds of race, gender, marital status, age, religion, colour, nationality, ethnic origin, disability or sexual orientation in the selection, recruitment and treatment of our staff.View our Inclusion and Belonging pages for more information.As part of our recruitment policy our candidates are subject to pre-employment screening checks. The Employee Screening Process includes DBS screening, adverse media checks, financial screening, and will also involve verification of employment history, your right to work in the UK and any relevant qualifications and memberships. If you would like further information around this, at this stage, please get in touch with our recruitment team (careers@michelmores.com)*No agencies please – any agency assistance will be via invitation only. Please note any speculative candidates submitted via agencies without invitation will not be considered as represented by that agent.

We are delighted to be partnering with a high profile, boutique financial planning firm in Cheltenham to recruit a Financial Planning Associate. The firm has built a strong reputation over many years through providing thoughtful, personalised financial planning developing trusted, lasting client relationships. The role offers the opportunity to work alongside a highly experienced and supportive team, gaining valuable exposure to the wider financial planning and advice process. It provides a clear pathway towards becoming a Financial Adviser, while offering the opportunity to build a long term career within an established and respected practice. Experience required: • Solid experience as a Paraplanner or in a similar financial planning role., • A good understanding of the financial planning and advice process., • Working towards, or ideally holding, the Level 4 Diploma (CII or CISI)., • Excellent attention to detail and strong communication skills., • A proactive, client-focused approach., • Most importantly, genuine ambition to progress into a Financial Adviser role. The opportunity in detail: • A clear and supported pathway towards becoming a Financial Adviser., • Genuine exposure to clients and involvement in client meetings., • The opportunity to develop your advisory skills alongside experienced advisers., • Valuable exposure to the wider financial planning and advice process., • The chance to learn from an experienced team within a high profile financial planning business., • The opportunity to build a long term career within an established firm., • Competitive salary and excellent benefits.

A leading financial services group in Gloucester is seeking a Group Procurement Adviser to support IT procurement. This position offers a competitive salary, hybrid working options, and benefits focused on employee wellbeing. The role involves sourcing IT goods and services, managing supplier contra

We are looking for an Insurance Sales Adviser to join our established sales team. Proven phone-based sales experience, ideally in insurance or financial services. Usay Compare is one of the UKs leading comparison services for Health and Protection Insurance.

Due to growth, a new opportunity has arisen within a very well-established firm of IFAs for a Financial Adviser/Chartered Financial Planner. Proven experience as a Financial Adviser / IFA, a passion for ensuring advice is always in clients' interests, the ability to build long-term trusted relations

A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regulator as the quality benchmark others should aspire to. Our unique culture is one of high quality, hand-picked, Independ

Regional Recruitment is recruiting a Financial Services Administrator for a Hull-based, permanent, full-time role. The position supports advisers, manages client documentation, and helps deliver a high-quality client experience in a professional office environment. The ideal candidate has 5+ years i

Core-Asset Consulting is seeking a Financial Adviser to join a centralised advice function. The successful candidate will provide tailored financial planning solutions across investments, pensions, protection and estate planning, building long-term client relationships and supporting clients to achi

Fram Search is partnering with a well-established Wealth Management firm to appoint a Financial Adviser as part of its growth. This opportunity will appeal to individuals working toward a career in advice who want a fully supported adviser role within a reputable independent firm, with genuine mento

Capricorn Financial Mortgages is seeking a Self-Employed Mortgage Adviser to service clients across the Cambridgeshire region from a remote base, with occasional travel to Newmarket and the option to work from the office more regularly.

If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career. In this Financial Adviser Performance Coach role, you will work closely with Financi

Capricorn Financial Mortgages is offering a self-employed, commission-only mortgage adviser role with established introducer relationships.

A financial advisory firm in the UK is offering a Trainee Mortgage & Protection Adviser opportunity. Ideal for those passionate about finance, the role includes client appointments and providing tailored financial advice.

Financial Adviser – Inherit an Existing Client Bank | Hybrid Working | Wealth Management. Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative and client-focused team. As a Financial Adviser, you will:.

Synchronicity Group in Oxfordshire is seeking a qualified Financial Adviser to cover Oxfordshire and the surrounding areas. The role focuses on delivering holistic financial planning across pensions, investments and protection, while building and maintaining excellent client relationships.

Kyrann Financial Recruitment is partnering with a long-established financial planning firm to appoint an experienced Financial Adviser to take over an existing portfolio while building their own client base.

Reed is offering an Independent Financial Adviser role with an established client bank and comprehensive admin plus paraplanning support. You will inherit an existing client portfolio and provide holistic financial planning across pensions, investments, and protection, supported by an efficient back

A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help c

Capricorn Financial Mortgages is growing its presence across Newmarket, Cambridge and the wider Cambridgeshire region. We are looking for ambitious, relationship-driven Mortgage Advisers who want the freedom and earning potential of a self-employed role, but with the support, structure and introduce

Exchange Street Claims & Financial Services is seeking an experienced financial planner to join its growing advisory team in the UK.

The successful Financial Adviser will build relationships with clients and deliver holistic financial planning across pensions, investments and protection. Recruit UK is partnering with a respected financial planning firm in St Ives, Cambridgeshire, to grow its adviser team.

Junior Financial Adviser to join its Kent-based advice team. You’ll inherit an established client bank from day one and provide holistic financial planning with mentoring support, starting your advisory career with a strong client-focused foundation.

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. The role involves driving performance, m

Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option).Q1/Q2 2026 (Looking specifically for the right delegate here ).Are you a driven and experienced.Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK.Based in the beautiful Cumbria

This is a servicing-focused Financial Adviser role within a growing wealth management business, managing an established client portfolio and delivering ongoing financial planning advice across pensions, investments and wider wealth planning needs. The role will suit either a newly qualified adviser

Grove Talent Solutions in Gloucester is hiring an experienced Paraplanner to support financial advisers by producing compliant financial planning reports and conducting detailed research. The role offers a hybrid working environment and the opportunity for progression into a Financial Adviser positi

Wealthmax Financial Advisers Ltd is a dedicated team of financial specialists focused on helping individuals and families protect and grow their wealth. We are excited to offer a Trainee Mortgage & Protection Adviser opportunity for aspiring financial professionals who are passionate about building

A leading financial advisory firm in the UK is looking for experienced, ambitious, and client-focused advisers to join their team. Candidates should have a minimum of 2 years experience in financial advisory and be qualified to at least Level 4 Diploma in Financial Planning. This role presents an ex

Trulife Financial is recruiting ambitious Mortgage & Protection Advisers who want to grow with us. As part of The Openwork Partnership, you’ll access industry-leading training, market-leading technology, and dedicated compliance and operational support to help you develop beyond mortgages into pro

Astral Recruitment is seeking a Financial Services Administrator to support a Financial Adviser.

At least 3-5 years of experience as a financial adviser, with a demonstrable record of success in advising clients on a wide range of financial matters. Deliver bespoke, high-quality financial advice across a wide range of areas, including retirement planning, investment strategies, tax mitigation,

Do you want to help shape brighter financial futures for your customers whilst building your own success?. We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Medical professionals. Experience of providing financial planning in a

The Openwork Partnership is seeking self-employed Financial Advisers to join a flexible, remote/hybrid network with uncapped earnings potential. Join a supportive network that helps you generate new business, build your client portfolio, and deliver holistic financial planning advice aligned with FC

Due to continued growth, we’re recruiting multiple Financial Advisors to join a well‑established and expanding advisory business with opportunities available across London and the surrounding counties. Provide holistic, regulated financial advice to new and existing clients. If you’re a Financ

The Openwork Partnership is seeking self-employed Financial Advisers to join a growing network that offers flexible remote or hybrid working and uncapped earnings potential for ambitious professionals. As an Adviser, you will deliver holistic financial planning, nurture client relationships, and bui

A leading financial advisory firm in Southwest London is seeking a newly qualified Financial Adviser. Ideal candidates should possess a Level 4 Financial Advice Qualification and have strong compliance awareness.

Unknown is seeking an Experienced Independent Financial Adviser to join its growing team. You will provide holistic financial advice to existing clients, tailoring planning solutions, and building lasting relationships while ensuring compliance and high-quality client service across in-person and re

Strong experience providing holistic financial advice. Level 4 Diploma in Financial Planning minimum. Recruit UK are working alongside a leading national wealth management firm, looking to bring on a Financial Planner in the South Wales region.

Lewington Wealth Management Limited is offering a hybrid role (2-3 days in the office in Badbury) for a level 4 qualified financial adviser working toward Chartered status with a minimum of two years’ financial planning experience.

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

Fram Search is proud to be partnering with a small but highly successful and well-established Wealth Management firm that is looking to appoint a Financial Adviser as part of its continued growth. A Trainee or Junior Adviser ready to step up. Or an adviser early in your journey seeking stronger ment