This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families. In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams. Home Based Financial Consultant Requirements Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary Candidates with experience of selling via Microsoft Teams would be preferred The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check The Company Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors! Home Based Financial Consultant Benefits Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+ Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings) Home based role with meetings undertaken via telephone or Teams You must be comfortable undertaking some evening appointments (TOIL provided) 35 hours per week, with autonomy to manage your diary / hours to maximise your performance Award winning point of sale system Start Date Early September 2025 Locations Home based Call us now on (phone number removed) or click Apply 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.
Jul 17, 2025
Full time
This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families. In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams. Home Based Financial Consultant Requirements Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary Candidates with experience of selling via Microsoft Teams would be preferred The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check The Company Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors! Home Based Financial Consultant Benefits Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+ Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings) Home based role with meetings undertaken via telephone or Teams You must be comfortable undertaking some evening appointments (TOIL provided) 35 hours per week, with autonomy to manage your diary / hours to maximise your performance Award winning point of sale system Start Date Early September 2025 Locations Home based Call us now on (phone number removed) or click Apply 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 employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families. In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams. Home Based Financial Consultant Requirements Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary Candidates with experience of selling via Microsoft Teams would be preferred The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check The Company Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors! Home Based Financial Consultant Benefits Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+ Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings) Home based role with meetings undertaken via telephone or Teams You must be comfortable undertaking some evening appointments (TOIL provided) 35 hours per week, with autonomy to manage your diary / hours to maximise your performance Award winning point of sale system Start Date Early September 2025 Locations Home based Call us now on (phone number removed) or click Apply 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.
Jul 17, 2025
Full time
This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families. In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams. Home Based Financial Consultant Requirements Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary Candidates with experience of selling via Microsoft Teams would be preferred The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check The Company Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors! Home Based Financial Consultant Benefits Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+ Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings) Home based role with meetings undertaken via telephone or Teams You must be comfortable undertaking some evening appointments (TOIL provided) 35 hours per week, with autonomy to manage your diary / hours to maximise your performance Award winning point of sale system Start Date Early September 2025 Locations Home based Call us now on (phone number removed) or click Apply 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 aspiring, money-motivated Finance Broker looking to join a growing business with a proven lead source? Our client is a boutique specialist Finance brokerage in North London. Established 6 years ago they have experienced continued growth and have a lucrative introducer network. From this you can expect at least 1 pre-qualified lead in your diary every day. They have a high performing team who specialise in UHNW clients and assisting offshore clients with their UK Property finance needs. The business has a great culture and a hands-on management team who focus on ensuring their brokers have the right tools to succeed. They have developed a slick CRM system to enable their brokers to see more clients whilst providing an excellent service. You will also benefit from full administration support meaning you can focus on speaking with clients and writing business. The Company Our client provides specialist advice to clients on business and property finance. The business has a growing and ambitious team of likeminded individuals. Finance Broker Requirements You must hold full CEMAP You must have 12+ months experience as a Mortgage Advisor/Specialist finance broker You should have a proactive approach to your work and want to provide the best service to your clients You must be able to work well within a team but also able to thrive as an individual Finance Broker Benefits Self-employed role with realistic earnings potential of 60,000 - 150,000 Our client is willing to provide financial support during your first 6 months Hybrid working with 1 day a week in their Islington office No fees Access to all types of lending Location Islington, London Call us now on (phone number removed) or click Apply 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
Jul 17, 2025
Full time
Are you an aspiring, money-motivated Finance Broker looking to join a growing business with a proven lead source? Our client is a boutique specialist Finance brokerage in North London. Established 6 years ago they have experienced continued growth and have a lucrative introducer network. From this you can expect at least 1 pre-qualified lead in your diary every day. They have a high performing team who specialise in UHNW clients and assisting offshore clients with their UK Property finance needs. The business has a great culture and a hands-on management team who focus on ensuring their brokers have the right tools to succeed. They have developed a slick CRM system to enable their brokers to see more clients whilst providing an excellent service. You will also benefit from full administration support meaning you can focus on speaking with clients and writing business. The Company Our client provides specialist advice to clients on business and property finance. The business has a growing and ambitious team of likeminded individuals. Finance Broker Requirements You must hold full CEMAP You must have 12+ months experience as a Mortgage Advisor/Specialist finance broker You should have a proactive approach to your work and want to provide the best service to your clients You must be able to work well within a team but also able to thrive as an individual Finance Broker Benefits Self-employed role with realistic earnings potential of 60,000 - 150,000 Our client is willing to provide financial support during your first 6 months Hybrid working with 1 day a week in their Islington office No fees Access to all types of lending Location Islington, London Call us now on (phone number removed) or click Apply 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 You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good technical 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 35,000 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.
Jul 16, 2025
Full time
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 You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good technical 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 35,000 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.
This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Chartered Financial Advisor Requirements You must be a qualified and experienced Financial Advisor with strong technical expertise Ideally, you should be Chartered qualified or close to achieving this Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales Chartered Financial Advisor Benefits Salary of up to 80,000 (negotiable) plus discretionary bonus Company benefits include 10% company pension contribution, 25 days holiday plus bank holidays, PMI and cash plan Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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.
Jul 09, 2025
Full time
This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Chartered Financial Advisor Requirements You must be a qualified and experienced Financial Advisor with strong technical expertise Ideally, you should be Chartered qualified or close to achieving this Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales Chartered Financial Advisor Benefits Salary of up to 80,000 (negotiable) plus discretionary bonus Company benefits include 10% company pension contribution, 25 days holiday plus bank holidays, PMI and cash plan Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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 IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as an IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Salary of 28,000 - 40,000 plus discretionary bonus Company benefits include 10% company pension contribution, 25 days holiday plus bank holidays and cash plan Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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
Jul 09, 2025
Full time
This IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as an IFA Administrator, your duties will include: Processing of new business applications on all types of Pensions, Investments & Protection Liaising with product providers Producing illustrations, comparison quotations including the collating of literature and pre-population of applications Processing letters of authority Updating client portfolios for annual reviews and printing reports Completion of ad hoc administration and requests on behalf of the team Diary management- scheduling/rescheduling appointments Occasional meeting & greeting of clients/visitors to the office Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous but not essential Our client is focused on values driven individuals who are motivated by delivering great service to clients IFA Administrator Benefits Salary of 28,000 - 40,000 plus discretionary bonus Company benefits include 10% company pension contribution, 25 days holiday plus bank holidays and cash plan Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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 employed Mortgage Adviser job in Southampton provides opportunity to work a regular flow of remortgages from existing clients within a busy, highly rated mortgage brokerage From being established for over 2 decades and their continual focus on delivering quality service, they receive thousands of remortgage business year on year! As such, they have plenty of leads to provide to you to review product transfers and remortgages for their existing clients. Therefore, this is a pleasant opportunity to engage with clients who are already know and trust the company. You will be researching and presenting the best possible mortgage options to suit their needs and making the recommendation. This will regularly include product transfers Based on business opportunities available, you should aim to bank 10,000 business per month. However, they have several Mortgage Advisers in their team who bank in excess of 150,000 - 200,000 per annum Their Mortgage Advisers are heavily supported by their Case Managers. Once the mortgage is submitted, the Case Managers will chase this through to completion for you Mortgage Adviser Requirements You must hold full CeMAP or equivalent Our client is open to consider individuals keen to enter the mortgage industry or existing Mortgage Advisers The Company This professional multi-award winning national mortgage brokerage has an expert team of Mortgage Advisors offering advice to New Build purchasers. Having been established for over a decade, they are renowned with their clients for the excellent service provided. They have a large friendly team environment, each member is valued and plays a key part in their continued success. Mortgage Adviser Benefits Salary of 25,000 for non-CAS individuals Salary of 30,000 upon achieving CAS (or if already held) Plus tiered bonus structure with OTE of 34,000 - 43,000 Working hours of 9am - 6pm, Monday to Friday Office based role with up to 1 day from home Dynamic mortgage advice business that is regularly achieving success Locations Southampton 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
Feb 21, 2025
Full time
This employed Mortgage Adviser job in Southampton provides opportunity to work a regular flow of remortgages from existing clients within a busy, highly rated mortgage brokerage From being established for over 2 decades and their continual focus on delivering quality service, they receive thousands of remortgage business year on year! As such, they have plenty of leads to provide to you to review product transfers and remortgages for their existing clients. Therefore, this is a pleasant opportunity to engage with clients who are already know and trust the company. You will be researching and presenting the best possible mortgage options to suit their needs and making the recommendation. This will regularly include product transfers Based on business opportunities available, you should aim to bank 10,000 business per month. However, they have several Mortgage Advisers in their team who bank in excess of 150,000 - 200,000 per annum Their Mortgage Advisers are heavily supported by their Case Managers. Once the mortgage is submitted, the Case Managers will chase this through to completion for you Mortgage Adviser Requirements You must hold full CeMAP or equivalent Our client is open to consider individuals keen to enter the mortgage industry or existing Mortgage Advisers The Company This professional multi-award winning national mortgage brokerage has an expert team of Mortgage Advisors offering advice to New Build purchasers. Having been established for over a decade, they are renowned with their clients for the excellent service provided. They have a large friendly team environment, each member is valued and plays a key part in their continued success. Mortgage Adviser Benefits Salary of 25,000 for non-CAS individuals Salary of 30,000 upon achieving CAS (or if already held) Plus tiered bonus structure with OTE of 34,000 - 43,000 Working hours of 9am - 6pm, Monday to Friday Office based role with up to 1 day from home Dynamic mortgage advice business that is regularly achieving success Locations Southampton 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
Our client is a national IFA firm who are looking to hire a Head of Paraplanning to lead their team of Paraplanners based across multiple offices. You should have strong leadership skills and comfortable being part of the senior leadership team It is important you are used to managing Paraplanners towards SLAs, to ensure that the national business receives consistent support across the board. In addition, you should be strong at leading and mentoring your team to get the best out of them and maximise the quality and output of their work Head of Paraplanning Requirements You must have experience of leading a team of Paraplanners across multiple offices You must have strong leadership experience You must be comfortable travelling in line with the needs of the role Head of Paraplanning Benefits Salary of up to 85,000 plus comprehensive company benefits and annual bonus Travel and accommodation expenses reimbursed in line with the needs of the role Remote based position with 20% - 30% travel required Location Remote based 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.
Feb 18, 2025
Full time
Our client is a national IFA firm who are looking to hire a Head of Paraplanning to lead their team of Paraplanners based across multiple offices. You should have strong leadership skills and comfortable being part of the senior leadership team It is important you are used to managing Paraplanners towards SLAs, to ensure that the national business receives consistent support across the board. In addition, you should be strong at leading and mentoring your team to get the best out of them and maximise the quality and output of their work Head of Paraplanning Requirements You must have experience of leading a team of Paraplanners across multiple offices You must have strong leadership experience You must be comfortable travelling in line with the needs of the role Head of Paraplanning Benefits Salary of up to 85,000 plus comprehensive company benefits and annual bonus Travel and accommodation expenses reimbursed in line with the needs of the role Remote based position with 20% - 30% travel required Location Remote based 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 Chesterfield provides opportunity to join a growing IFA firm with a 5 year roadmap to scale the business. As a Paraplanner you will be focused on supporting their team of Financial Advisors, ensuring they have the right level of support so that they can focus on advising clients. You will have typical paraplanning duties of undertaking research, analysis and report writing. The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow. Our client also has a SIPP / SSAS administration division, therefore if you have experience in this area it would be beneficial, but not essential Paraplanner Requirements You should be a current Paraplanner with good knowledge of financial planning Ideally, you should hold qualifications towards your Diploma in Financial Planning, but not essential You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business The Company Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over 300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey. Paraplanner Benefits Salary of circa 35,000 - 40,000 depending on experience Office based role Standard company benefits at present with desire to add employee perks in due course Opportunity to join this business on their exciting next phase Location Chesterfield 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.
Feb 17, 2025
Full time
This Paraplanner job in Chesterfield provides opportunity to join a growing IFA firm with a 5 year roadmap to scale the business. As a Paraplanner you will be focused on supporting their team of Financial Advisors, ensuring they have the right level of support so that they can focus on advising clients. You will have typical paraplanning duties of undertaking research, analysis and report writing. The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow. Our client also has a SIPP / SSAS administration division, therefore if you have experience in this area it would be beneficial, but not essential Paraplanner Requirements You should be a current Paraplanner with good knowledge of financial planning Ideally, you should hold qualifications towards your Diploma in Financial Planning, but not essential You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business The Company Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over 300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey. Paraplanner Benefits Salary of circa 35,000 - 40,000 depending on experience Office based role Standard company benefits at present with desire to add employee perks in due course Opportunity to join this business on their exciting next phase Location Chesterfield 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 Senior Paraplanner job in Chesterfield provides opportunity to play a key role in a growing IFA firm with a 5 year roadmap to scale the business. As a Senior Paraplanner you will be focused on supporting their team of Financial Advisors (including Chartered Financial Advisors). You will provide support on a range of cases with a natural leaning towards the more technical / complex cases, making use of your knowledge and skillset. The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow. Our client also has a SIPP / SSAS administration division; therefore it is likely you will be involved in cases whereby clients have SIPPs / SSASs. As such, we are ideally seeking a Senior Paraplanner confident on this area of the market. Senior Paraplanner Requirements You should be a current Paraplanner with strong knowledge of the full range of financial planning You should be Diploma qualified in Financial Planning and ideally hold some advanced qualifications You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business The Company Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over 300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey. Senior Paraplanner Benefits Salary negotiable depending on experience (potential to consider up to 60,000) Hybrid role with some presence in their Chesterfield office (potential to consider fully remote, for the right individual) Standard company benefits at present with desire to add employee perks in due course Opportunity to join this business on their exciting next phase Location Chesterfield 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.
Feb 15, 2025
Full time
This Senior Paraplanner job in Chesterfield provides opportunity to play a key role in a growing IFA firm with a 5 year roadmap to scale the business. As a Senior Paraplanner you will be focused on supporting their team of Financial Advisors (including Chartered Financial Advisors). You will provide support on a range of cases with a natural leaning towards the more technical / complex cases, making use of your knowledge and skillset. The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow. Our client also has a SIPP / SSAS administration division; therefore it is likely you will be involved in cases whereby clients have SIPPs / SSASs. As such, we are ideally seeking a Senior Paraplanner confident on this area of the market. Senior Paraplanner Requirements You should be a current Paraplanner with strong knowledge of the full range of financial planning You should be Diploma qualified in Financial Planning and ideally hold some advanced qualifications You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business The Company Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over 300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey. Senior Paraplanner Benefits Salary negotiable depending on experience (potential to consider up to 60,000) Hybrid role with some presence in their Chesterfield office (potential to consider fully remote, for the right individual) Standard company benefits at present with desire to add employee perks in due course Opportunity to join this business on their exciting next phase Location Chesterfield 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 home based Financial Advisor job provides a good flow of leads and referrals for you to build a good client bank You will benefit from their strong lead source which has proven to generate a healthy conversion rate. The business aims to provide leads daily to you during your initial months whilst you build your portfolio of clients, with the option for you to reduce how many leads you receive as you get naturally busier. Typically, the initial advice to clients is on consolidating pension transfers, with an average pot of 200,000, however through a holistic approach, this often leads onto other areas of financial planning. The aim is for you to build up to a client bank of around 200. Given their average pension pot is 200k this equates to 40m of FuM! Upon obtaining CAS status, you will be provided with full admin and paraplanning, enabling you to focus on providing advice to clients. Our client is receiving leads across the South East region, so happy to consider Financial Advisors based anywhere within the South East Financial Advisor Requirements You should hold full Level 4 Diploma in Financial Planning or equivalent You should hold CAS status as a Financial Advisor Financial Advisor Benefits Self-employed role with Year 1 OTE of 80,000+ (uncapped earnings) Or potentially, employed role with salary of approximately 50,000 plus bonuses Home based role with occasional travel to meet clients face-to-face Location Working from home (seeking candidates based in South East) 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.
Feb 07, 2025
Full time
This home based Financial Advisor job provides a good flow of leads and referrals for you to build a good client bank You will benefit from their strong lead source which has proven to generate a healthy conversion rate. The business aims to provide leads daily to you during your initial months whilst you build your portfolio of clients, with the option for you to reduce how many leads you receive as you get naturally busier. Typically, the initial advice to clients is on consolidating pension transfers, with an average pot of 200,000, however through a holistic approach, this often leads onto other areas of financial planning. The aim is for you to build up to a client bank of around 200. Given their average pension pot is 200k this equates to 40m of FuM! Upon obtaining CAS status, you will be provided with full admin and paraplanning, enabling you to focus on providing advice to clients. Our client is receiving leads across the South East region, so happy to consider Financial Advisors based anywhere within the South East Financial Advisor Requirements You should hold full Level 4 Diploma in Financial Planning or equivalent You should hold CAS status as a Financial Advisor Financial Advisor Benefits Self-employed role with Year 1 OTE of 80,000+ (uncapped earnings) Or potentially, employed role with salary of approximately 50,000 plus bonuses Home based role with occasional travel to meet clients face-to-face Location Working from home (seeking candidates based in South East) 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 employed, Mortgage Advisor job is a fantastic opportunity to receive a regular flow of pre-qualified appointments and leads per week. This amazing Mortgage Advisor role includes the following benefits: Pre-qualified leads per week which are booked into your diary Their team on averaging, are achieving 2 mortgages per week with 50% protection cross sale, with many writing far more! Bonuses on all banked income due to no salary validation! Access to branch enquiries to proactively generate further appointments for yourself Provided with leads for current mortgage policyholders who are nearing the end of their term You will be providing advice through a mixture of different methods including face to face, video and telephone You will be provided with mortgage administration support Full induction training to ensure you are confident and knowledgeable, plus ongoing mentoring Mortgage Advisor Requirements You must have full CeMAP or equivalent and have 12+ months' experience as a Mortgage Advisor You should have experience of written business of 75,000+ You should have excellent customer service standards You should have full driving licence and access to own transport The Company This company was first established over 75 years ago and are 100% owned by a charitable trust. Due to this, some of their profits go to causes that tackle big issues in their communities and overseas including education, employment, and shelter. They have a friendly team and are keen to continue to grow. Mortgage Advisor Benefits Salary of 25,000 - 35,000 plus 3,000 travel allowance OTE of 40,000 - 60,000+ Tiered bonus structure with no salary validation Happy to consider 2 days branch based and 3 days from home Working 5 days per week, with some Saturdays with day off in lieu provided (regularity of Saturdays to be discussed on individual basis) Locations Mitcham & Morden 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.
Feb 07, 2025
Full time
This employed, Mortgage Advisor job is a fantastic opportunity to receive a regular flow of pre-qualified appointments and leads per week. This amazing Mortgage Advisor role includes the following benefits: Pre-qualified leads per week which are booked into your diary Their team on averaging, are achieving 2 mortgages per week with 50% protection cross sale, with many writing far more! Bonuses on all banked income due to no salary validation! Access to branch enquiries to proactively generate further appointments for yourself Provided with leads for current mortgage policyholders who are nearing the end of their term You will be providing advice through a mixture of different methods including face to face, video and telephone You will be provided with mortgage administration support Full induction training to ensure you are confident and knowledgeable, plus ongoing mentoring Mortgage Advisor Requirements You must have full CeMAP or equivalent and have 12+ months' experience as a Mortgage Advisor You should have experience of written business of 75,000+ You should have excellent customer service standards You should have full driving licence and access to own transport The Company This company was first established over 75 years ago and are 100% owned by a charitable trust. Due to this, some of their profits go to causes that tackle big issues in their communities and overseas including education, employment, and shelter. They have a friendly team and are keen to continue to grow. Mortgage Advisor Benefits Salary of 25,000 - 35,000 plus 3,000 travel allowance OTE of 40,000 - 60,000+ Tiered bonus structure with no salary validation Happy to consider 2 days branch based and 3 days from home Working 5 days per week, with some Saturdays with day off in lieu provided (regularity of Saturdays to be discussed on individual basis) Locations Mitcham & Morden 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 employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established, the business would have a long term aim for you to be writing £300k gross pa. This exciting position is well suited to individuals on route or already holding Chartered Financial Planner status. There is no requirement to bring clients / FuM with you, due to the excellent opportunities available. You will be provided with existing clients ready for you to takeover servicing, plus have access to new clients for you to sign onto ongoing servicing agreements. The group company has specialist departments, including accountancy, tax planning and investment management. Therefore, you will regularly work closely with your fellow professionals, to provide holistic service to clients. Due to the nature of their international parent company, they regularly have both domestic and international clients. Financial Advisor Requirements You must be qualified to minimum Level 4 Diploma in Financial Planning Individuals working towards Chartered status would be preferred You must have circa 5 years' experience as a Financial Advisor You must have experience working with HNW and UHNW clients The Company Our client is a highly respected specialist Financial Planning firm, backed by a leading Accountancy firm of nearly 1,000 team members in their UK company. They are keen to expand their Financial Planning firm through recruiting individuals with desire of becoming Chartered and capable of delivering first class financial planning to HNW clients. Financial Advisor Benefits Salary of £50,000 - £60,000 depending on experience plus bonus Plus, company benefits Hybrid working Excellent planned growth within the team, creating career progression opportunities 2 Financial Advisors to 1 Paraplanner ratio Location Birmingham / Coventry London Northampton Call us now on or click Apply 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.
Dec 15, 2022
Full time
This employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established, the business would have a long term aim for you to be writing £300k gross pa. This exciting position is well suited to individuals on route or already holding Chartered Financial Planner status. There is no requirement to bring clients / FuM with you, due to the excellent opportunities available. You will be provided with existing clients ready for you to takeover servicing, plus have access to new clients for you to sign onto ongoing servicing agreements. The group company has specialist departments, including accountancy, tax planning and investment management. Therefore, you will regularly work closely with your fellow professionals, to provide holistic service to clients. Due to the nature of their international parent company, they regularly have both domestic and international clients. Financial Advisor Requirements You must be qualified to minimum Level 4 Diploma in Financial Planning Individuals working towards Chartered status would be preferred You must have circa 5 years' experience as a Financial Advisor You must have experience working with HNW and UHNW clients The Company Our client is a highly respected specialist Financial Planning firm, backed by a leading Accountancy firm of nearly 1,000 team members in their UK company. They are keen to expand their Financial Planning firm through recruiting individuals with desire of becoming Chartered and capable of delivering first class financial planning to HNW clients. Financial Advisor Benefits Salary of £50,000 - £60,000 depending on experience plus bonus Plus, company benefits Hybrid working Excellent planned growth within the team, creating career progression opportunities 2 Financial Advisors to 1 Paraplanner ratio Location Birmingham / Coventry London Northampton Call us now on or click Apply 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.