Trabajos financial adviser en ColchesterCrear alertas

Time Appointments are currently recruiting on behalf of a company based in Colchester, who are currently recruiting for a Client Account Executive. This is a fantastic opportunity for an ambitious individual within experience within an IFA firm to take the next step within there career. Key Duties & Responsibilities: Monitor and progress client cases, providing regular updates. Liaise with clients and providers to resolve queries and ensure timely case completion. Maintain accurate client records using Intelligent Office (IO). Work across investment platforms including Aberdeen, Fidelity, and Quilter. Coordinate client payments and ensure all transactions are processed accurately and efficiently. Manage pension and ISA transfers through to completion. Handle trust applications and inheritance tax planning cases. Process tax wrapper switches, fund withdrawals, and income payments. Manage Letters of Authority and annuity applications. Submit accurate applications across multiple provider systems. Skills & Experience Required: At least two years of experience working within an Independent Financial Adviser (IFA) practice is essential. Solid experience processing new business across a wide range of financial products. Confident in managing client cases throughout the entire process, from initial submission to completion. Highly organised with exceptional attention to detail and the ability to prioritise workload effectively. Strong interpersonal and communication skills, with a proven ability to develop and maintain positive working relationships. A proactive and supportive team member who enjoys contributing to a collaborative, professional, and fast-paced working environment. Core Benefits (subject to eligibility): 23 days holiday + bank holidays (increasing to 25 days after 5 years) Office closure over Christmas workplace pension scheme Parking costs covered

A well-established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer-facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross-sell where appropriate. What you'll be doing Handling incoming calls and emails and providing a great customer experience Providing motor and home insurance quotations and converting quotes into new business Processing policy changes, updates and general insurance transactions Supporting renewals and helping retain existing customers Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant Keeping customer records up to date on the CRM system (Microsoft Dynamics) Supporting proactive outbound activity to generate new opportunitiesWhat we're looking for Experience in motor and home insurance (commercial exposure is a bonus, but not essential) Confident, friendly communication skills (phone, email and face-to-face) A genuine "can-do" attitude and pride in delivering excellent service Organised, reliable and able to manage your own workload and deadlines Comfortable using IT systems/CRM and happy learning new products and processes Minimum 5 GCSEs (or equivalent), including Maths and EnglishBenefits Full training and development (technical + sales skills) Support with CII qualifications Supportive, friendly team environment 25 days holiday + bank holidays Free parking Company pension scheme

Associate Financial Adviser - Build Your Future in a Firm That Invests in You Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity? A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team. Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working What Makes This Role Stand Out • Start with substance - Inherit a portfolio of mass affluent clients to build early momentum, • Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary, • Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income, • Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings, • Professional development - Ongoing training, supervision, and study support towards Chartered status What You’ll Get • Base salary: £35,000 - £45,000 depending on experience and qualifications, • Bonus scheme linked to advice activity and client outcomes, • Existing client bank + active lead generation support, • Paraplanning and admin support to keep your focus where it matters, • Full backing for CPD, further qualifications, and long-term career growth, • Hybrid working with access to modern offices in Coventry Your Responsibilities • Engage with clients virtually and in person to understand their financial goals, • Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning, • Follow up on qualified leads and maintain ongoing relationships with your allocated client base, • Prepare and present financial recommendations under supervision as needed, • Collaborate with paraplanners and compliance teams to ensure advice quality and governance, • Stay informed of market developments and regulatory changes to support informed advice delivery What You’ll Bring • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), • Experience in a paraplanner with client-facing experience, trainee adviser, • A genuine desire to progress into a client-facing advice role, • Strong communication and relationship-building skills

Things haven’t quite gone to plan have they? You love being a financial planner but you’re at the stage of your career where you need support. You need access to clients. You need direction. In short you need a business to invest in you and provide the structure and resources for you to develop. One that pays a salary and puts clients in front of you - not expect you to find them yourself. This firm will do all of that. This national business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 40 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. But that choice is yours. In the meantime you'll get a proper income. In year one you'll earn £48,750 - £50,750 and that's without a sales bonus. By year two that will be up to £53,000 per annum without sales bonus. It's a unique remuneration package that works like this: • A starting salary of £36,000 - £38,000 (depending on experience), • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards) Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment. It is one that has trained and developed over 30 advisers already who had no previous financial planning advice experience. Imagine how good they’ll be for you. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a profitable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around. WHAT YOU'LL NEED You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable level 4 qualifications. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. -------------------------------------------------------------------------------------- Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you! Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive. Here's what awaits you as an IFA. While you transfer into a Self Employed role within the business you will be provided with a guaranteed draw that will look after you while you move your clients across after covenants. Take home 1 st £250,000 = £100,000 (40% of revenue) Take home after £250,000 revenue includes a profit share of 12.5% so £300,000 = take home of £126,250. You will be supported by a Paraplanning and Admin team as well as a Marketing consultant who will put in place a strategy to win new business. Flexibility and Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment. Additionally, our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers. Unparalleled Support: Leave behind administrative burdens and focus on what truly matters – your clients. Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners. This unwavering support allows you to dedicate your time and expertise to meeting your clients' needs effectively. Cutting-Edge Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients. With access to advanced tools and resources, you'll be at the forefront of innovation in the industry. Unlimited Earning Potential: Take control of your financial future and unlock uncapped earnings. As you grow your client base and provide them with fully independent advice, products, and services, you'll see your personal earnings soar to new heights.

Job Title: Recruitment Franchisee. (Self-Employed) Location:Remote Home Based (Work from anywhere in the UK.) Reward: Realistic, Year 1 earnings of £50K increasing too £75K in year 2, and year 3 of £85K+. Timing: June 2025 Start. Rayner Personnel are seeking Franchise Recruitment Directors with a hunger for success and a taste for the high life. If you've got a background as a Mortgage Adviser or in telephone sales, especially recruitment, then this opportunity is tailor-made for you. Becoming a Rayner Franchise owner, will give you the freedom to run your own business from home, set your own hours, and work the way you want. while maximising your earning potential, We offer unrivalled opportunities: Rayner Personnel have established clients in place, with jobs to fill immediately, and we are looking for hungry Sales Professionals that can deliver a customer centric service to the UK’S largest financial services providers. About Us: Rayner Personnel is one of the UK’s leading Talent Partners in the Property and Financial Services sectors and was established over 10 years ago. We are a team of over 30 Recruitment professionals that specialise in connecting exceptional talent with industry leading businesses and providing tailored recruitment solutions. The Role: As a Self-Employed Recruitment Director, you’ll have the autonomy to build and grow your own business, with the full support of Rayner Personnel and as part of our established brand which provides you with the full support of a team of dedicated Recruitment professionals who are committed to your success. You’ll focus on developing client relationships, sourcing top talent, and delivering exceptional recruitment services in the Financial Services sector. What We Offer: • Uncapped Earning Potential: You keep half of everything you bill, with no limits and no catches., • Established Brand Support: Leverage the reputation and tools of a leading recruitment business., • Flexibility: Work from anywhere and manage your own schedule., • Training and Development: Access to ongoing training, mentorship, and industry resources., • Collaboration: Be part of a supportive network of over 30 experienced recruitment professionals. What We’re Looking For: • Proven experience in direct telephone sales of a tangible service or product., • Self-motivated with an entrepreneurial mindset., • Strong business development and client management skills., • Excellent communication and relationship-building abilities., • A passion for helping businesses and candidates succeed., • Money hungry with a desire to create your own future success. Ready to Take Control of Your Career? Join us as a Self-Employed Recruitment Consultant and unlock your potential to shape your future while benefiting from the support of trusted industry professionals. Want to know more? Click apply now or feel free to give Darren Robins a call on 020-3989-9455 for a confidential chat and to learn more about this amazing opportunity !

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA £70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000. Why This Opportunity Stands Out This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you. What You’ll Get £70,000 – £80,000 basic salary depending on experience Realistic OTE of £100k+ through a transparent and rewarding bonus structure Immediate HNW client bank from retiring advisers (average portfolio size £500k+) Ongoing, high-quality leads from established introducer relationships and digital channels Hybrid working model – blend of remote and regional office work Paraplanning, admin & compliance support – so you can focus on advising Full tech stack and CRM to streamline your client work Pension, DIS, private medical, and other flexible benefits Chartered support – Full backing for further qualifications and CPD What You'll Be Doing Take ownership of a loyal HNW client bank and nurture long-term relationships Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning Convert warm, qualified leads into valuable client relationships Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery Contribute to ongoing growth, client retention, and service excellence What You’ll Bring Level 4 Diploma in Regulated Financial Planning (minimum) A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients Strong relationship-building skills and commercial awareness A commitment to high ethical standards and delivering exceptional outcomes Ideal for... Advisers currently limited by a lack of leads or support Those working in self-employed models seeking more stability IFAs with client-facing experience who want to grow with national backing If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.

You’re not asking for the earth. But you’re level 4 qualified and ready to be an adviser. You’re fed up of false promises, glass ceilings and waiting around. The best way to learn is to do, but no one is giving you the chance. They are now. This business buys clients from its retiring advisers. Those clients need an adviser. And that adviser will be you. You’ll join an existing team of over 30 to ensure existing clients continue to get an excellent level of service. And you’ll build trust with them, developing new business along the way. You’ll get access to some of the best technology on the market and have the support of a dedicated customer care function. Your time will be with clients, not admin. Long-term you’ll develop your own client base. And when you’re ready, you have the option of moving into a self-employed role with a firm that pays some of the best splits available. Three of the team have "graduated" already. In the meantime you'll get a proper income. In year one you'll earn £42,750 - £44,750 and that's without a sales bonus. It's a unique remuneration package that works like this: • A starting salary of £30,000 - £32,000 (depending on experience), • A KPI/compliance bonus (client care/retention/file quality, not bringing in sales) that adds £12,750 to your pay in year one (and £15,000 from year two onwards) Once you're up and running there's also a sales bonus where you earn additional income as new client monies are invested. In terms of onboarding and training you couldn't ask for a better, more structured environment. There's an initial residential 4 week training course. You'll then join the team under the supervision of the Training & Competence department. They'll supervise everything you do until you achieve Competent Adviser Status. There's no throwing you in at the deep end here. After your induction you can either work on a hybrid basis or from home, going into the office once or twice a month. If you apply, you’ll work for a stable, growing business. One with a track record of staff development and a positive work environment. And one with one of the best pathways around. WHAT YOU'LL NEED Level 4 status via the CII, LIBF or CISI. It's as simple as that. Industry experience is useful but we've placed people who are level 4 and don't have experience. You could be a mortgage/protection adviser, paraplanner or administrator. Or you could be a second careerist. It's more about you than your background. Depending on location you’ll either be hybrid or remote with travel to Newcastle 1-2 times a month. So it’s best if you’re in The North or Midlands. -------------------------------------------------------------------------------------- Feel ready to become the adviser you know you can be? Click apply and we'll be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo. Why Join This Wealth Management Firm? Remote-first flexibility with access to office space if preferred End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance A client-first advice proposition grounded in integrity and trust Consultative marketing and lead generation to support new business development A collaborative culture with continuous learning and development opportunities Cutting-edge tech including the XPlan POS system to streamline advice delivery Role Overview – Employed Independent Financial Adviser In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained. Key Responsibilities Deliver holistic financial planning using the Six-Stage Advice Process Regularly review clients’ circumstances and adapt plans accordingly Stay up to date with financial products, legislation, and market trends Develop new client relationships through referrals, business planning, and marketing initiatives Build strong connections with introducers and centres of influence Conduct thorough fact-finding and prepare compliant, bespoke financial reports Maintain accurate and timely management information What You'll Need to Succeed Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA Active CF30 status or the ability to obtain it A demonstrable client-centric approach and commitment to doing the right thing Strong interpersonal skills and professional communication Confidence in using technology and delivering advice in both digital and face-to-face settings Experience in growing and managing a client bank Package & Benefits Competitive employed salary structure Performance-based bonus and incentives Full Paraplanning, Admin, and Compliance support Access to a trusted investment platform with cost-effective solutions Ongoing CPD, training, and career progression opportunities Marketing and business development support to grow your client base

From Level 4 Diploma qualified to Financial Adviser: Step into Advice with Warm Clients and Full Support You've spent the time to complete your exams and now you're ready to take the next step. If you are ready to start a client-facing Financial Adviser role, this is your opportunity to do so with structure, support, and a ready-made platform for success. We’re working with a respected, FCA-regulated Wealth Management firm that’s actively supporting qualified professionals into advice. With a strong flow of inbound client enquiries and an existing client base ready to be nurtured, there’s no pressure for cold business development — just a genuine focus on delivering high-quality, ethical advice. Salary & Benefits: Base salary is up to £45,000 + Bonus • No cold calling: You’ll be working with existing clients and inbound leads, • Mentoring by experienced advisers and structured training programme, • Full support for Chartered exams and CPD The Opportunity • This is a structured trainee route designed for paraplanners who are ready to become advisers but want to do it properly — with guidance, mentoring, and warm clients to work with. You’ll support experienced advisers in client meetings, contribute to advice strategies, and gradually take ownership of existing relationships and qualified leads., • You’ll have full access to the firm’s paraplanning and admin teams, allowing you to focus on building trust, delivering advice, and developing your presence as a Financial Planner. Your Role • Support advisers in meetings and advice preparation, • Start managing relationships with existing clients, ensuring continuity and care, • Follow up on warm inbound leads and new client referrals, • Build your own client base over time with full marketing and BD support, • Stay up to date on regulations, tax planning, and investment trends, • Deliver compliant, holistic financial advice with full back-office support About You • Level 4 Diploma in Financial Planning (essential), • Strong interpersonal and communication skills, • Eagerness to move into a client-facing role, • Passion for delivering ethical, long-term financial planning Why This Firm? You’ll work with warm clients, inbound leads, and no pressure to “sell” — just the space to learn, grow, and thrive. Apply now to explore how your transition into advice can be smooth, supported, and successful.

• OTE - £70,000 - £100,000+ in year 1, • 10+ pre-qualified appointments booked for you weekly, • Generous commission rates - uncapped earning potential Self-Employed Business Protection Adviser OTE - £70,000 - £100,000+ in year 1 ?? Specialising in Relevant Life Insurance & Executive Income Protection ?? UK-based | Remote/Hybrid/Office | 10+ Booked Appointments Per Week ?? Generous Commission Structure | High-Quality Leads Provided Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection for directors and SMEs across the UK. ?? What’s on Offer • 10+ pre-qualified appointments booked for you weekly – no cold calling, • Generous commission rates – uncapped earning potential, • Remote/Hybrid/Office working options – manage your own time, your way, • Admin and compliance support so you can focus on advising, • Access to market-leading providers and a comprehensive panel, • Opportunity to build your own client base with recurring income ?? Your Role You’ll be speaking directly with business owners, directors, and key decision-makers, providing tailored advice on: • Relevant Life Insurance – a tax-efficient solution for director and employee life cover, • Executive Income Protection – protecting income for company directors and key staff, • Additional protection options based on client needs With a steady flow of warm leads and booked appointments, you’ll have the tools and support to hit the ground running and focus purely on giving great advice. ? What You’ll Bring • Experience in protection advice – ideally in the business protection market, • Understanding of Relevant Life Plans and Executive Income Protection, • A consultative, client-first approach, • Ability to work independently and manage your pipeline, • FCA-authorised (or able to become authorised) ?? Why Join? This is a unique opportunity for advisers who want to work smarter, not harder. We take care of the lead generation, marketing, and admin – you focus on giving great advice and growing your income. Ready to elevate your protection career and earn what you’re really worth? How to Apply: Click APPLY NOW or feel free to call Kev on 0/7/8/8/4 4/6/2/6/9/5 for a confidential chat about this role and your career options. Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role. Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

• OTE - £70,000 - £100,000+ in year 1, • 10+ pre-qualified appointments booked for you weekly, • Generous commission rates - uncapped earning potential Self-Employed Business Protection Adviser OTE - £70,000 - £100,000+ in year 1 ?? Specialising in Relevant Life Insurance & Executive Income Protection ?? UK-based | Remote/Hybrid/Office | 10+ Booked Appointments Per Week ?? Generous Commission Structure | High-Quality Leads Provided Are you a confident protection adviser ready to take control of your earnings and focus on high-value business clients? We’re looking for a Self-Employed Business Protection Adviser to join our growing team of professionals, specialising in Relevant Life Insurance and Executive Income Protection for directors and SMEs across the UK. ?? What’s on Offer • 10+ pre-qualified appointments booked for you weekly – no cold calling, • Generous commission rates – uncapped earning potential, • Remote/Hybrid/Office working options – manage your own time, your way, • Admin and compliance support so you can focus on advising, • Access to market-leading providers and a comprehensive panel, • Opportunity to build your own client base with recurring income ?? Your Role You’ll be speaking directly with business owners, directors, and key decision-makers, providing tailored advice on: • Relevant Life Insurance – a tax-efficient solution for director and employee life cover, • Executive Income Protection – protecting income for company directors and key staff, • Additional protection options based on client needs With a steady flow of warm leads and booked appointments, you’ll have the tools and support to hit the ground running and focus purely on giving great advice. ? What You’ll Bring • Experience in protection advice – ideally in the business protection market, • Understanding of Relevant Life Plans and Executive Income Protection, • A consultative, client-first approach, • Ability to work independently and manage your pipeline, • FCA-authorised (or able to become authorised) ?? Why Join? This is a unique opportunity for advisers who want to work smarter, not harder. We take care of the lead generation, marketing, and admin – you focus on giving great advice and growing your income. Ready to elevate your protection career and earn what you’re really worth? How to Apply: Click APPLY NOW or feel free to call Kev on 0/7/8/8/4 4/6/2/6/9/5 for a confidential chat about this role and your career options. Please Note: We receive a high volume of applications, and we are only able to respond to applicants that match the required experience and qualifications for the role. Rayner Personnel, Financial Services Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍 London/Cardiff/UK Remote | 💰c.£190,000-£210,000 + Incentive Awards tied to your performance + | ⭐ Our Legal team and you We're looking for a Group Legal Director of Employment, Incentives & Pensions at Monzo. This role will have day-to-day responsibility for managing all legal matters associated with Monzo's employment, incentives and pensions (‘EIP’) matters in the UK and Europe. Reporting to Monzo's General Counsel for Group Centre and often working directly with Monzo’s Chief Legal & Administrative Officer, you will operate as the most senior legal leader for people, reward and workforce strategy globally. You will be at the intersection of people strategy, regulation, governance and technology, with direct impact on Monzo’s long-term success and operating model. You will work at Executive level in the organisation in close partnership with our Group Chief People Officer, our People team, Monzo's VP of Reward and our Chair of the Remuneration Committee. You’ll lead on a wide range of EIP related legal matters within a bank regulatory compensation framework (including but not limited to CRD V and SMCR). You’ll have a solid grounding in all types of incentive structures including but not limited to share options. This role will be a part of the leadership team for the Legal & Board Governance Collective. 🔑 You’ll play a key role by… • Providing strategic legal advice and commercial solutions on EIP matters impacting the Monzo Group as a whole, as well as its subsidiary legal entities (in the UK and EU)., • Being a trusted adviser and partner to the Group Chief People Officer, the Executive leadership and People team, including in developing policies, procedures, guidance, and templates relevant for a range of EIP legal matters., • Working with Monzo’s VP of Reward, the Reward team and our Chair of the Remuneration Committee on compensation arrangements and remuneration policies and practices with a sound understanding of different reward and compensation structures including share options., • Managing a team of two senior employment lawyers and helping to mentor and support other lawyers across the wider team., • Providing EIP advisory legal support to the business as required across the entire employee life cycle—from hiring (including executive service contracts), people processes, and departures, and managing any contentious EIP legal matters., • Supporting international EIP projects and matters in the EU and other jurisdictions as the business continues to scale, coordinating with in-country General Counsels and their teams., • Working proactively and collaboratively with members of the wider Legal, People, Reward, Tax, Risk & Compliance, & Finance Collectives on a variety of EIP related matters, ensuring coordination across control functions and business teams., • Developing and implementing internal frameworks, processes, and procedures to increase the efficiency and scalability of EIP legal advice across the Monzo Group and its subsidiary entities, including empowering the people and business teams with appropriate guidance and tools., • Delivering training, sharing insights from your work, and helping educate others on EIP matters, providing forward-looking guidance on key legal and regulatory developments, risks, and opportunities., • Managing relationships with our external legal counsel and working with others in the Collective to ensure we are optimising our legal spend on EIP matters and obtaining best value., • Supporting the broader Legal & Board Governance Collective in continuing to build a world-class and scalable, high-performing legal team, including championing technology innovations to streamline workflows and increase scalability (and yes, you get to work with us in developing our Generative AI based solutions!) 🤩 We’d love to hear from you if… • You have significant post-qualification experience in the field of employment law, and preferably also incentives and defined contribution pensions related matters (c.15 Yrs PQE+ as a guide, but not a prerequisite), • You have outstanding technical skills and strong knowledge of employment law, and preferably also incentives and pensions matters having spent time in private practice and ideally time in house. If you have spent time at a bank and/or financial technology company managing EIP matters that is a plus., • You are a strategic thinker, a strong communicator and a keen problem solver who knows how to assess risk and recommend solutions that balance business and risk perspectives, • You are happy handling the widest range of legal issues that may arise even where outside your core areas of expertise, and can sensibly assess when best to engage external counsel in a cost effective way, • You are comfortable operating at all levels of the organisation up to the Executive and Remuneration Committee, but can also roll your sleeves up and get things done, • You're passionate about the intersection of banking and technology and the transformation unfolding in consumer finance and the future world of work practices, and what we are doing here at Monzo excites you! Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating an inclusive and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! In-house experience in financial services is preferred, but is not essential for the right candidate. 🌈 The application journey has 3 key steps • Recruiter call, • Initial call, • Full loop: Technical, Behavioural & Leadership interviews Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on _ 🙌 What’s in it for you 💰circa £190,000-£210,000 salary range + Incentive Awards tied to your performance + Benefits ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team. 📚 Learning budget of £1,000 a year for books, training courses and conferences ➕ And much more, see our full list of benefits _ #LI-DH1 #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

We are partnered with an Investment Management firm in supporting for a key hire in their UK Sales team. They are seeking a Business Development Manager to cover the Devon & Cornwall region within its South West team. The role focuses on growing the region through high-level relationship management with IFAs, wealth managers and key market influencers. You will represent the business at industry events, deliver impactful face-to-face meetings, and execute a regional business plan to meet sales targets. Working closely with internal sales, marketing, product and investment teams, you will help deliver tailored investment solutions. The role suits a commercially driven relationship manager based in Devon or Cornwall with strong client-facing experience and leadership capability. Responsibilities • Educate financial advisers on the firm's proposition through face-to-face and virtual meetings, events and specialist seminars., • Discover, develop and manage relationships with IFAs, wealth managers, and influential market leaders., • Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver exceptional investment solutions tailored to adviser needs., • Develop and execute a robust business plan for the South West region, delivering regional targets in partnership with team colleagues., • Negotiate favourable pricing and business terms for bespoke investment opportunities that benefit both clients and the organisation. Required Experience • Demonstrated success in managing high-value client relationships and delivering against regional sales targets., • Extensive experience in face-to-face client interactions and event attendance., • Familiarity with leading and mentoring junior team members., • Team-oriented with a flexible attitude and commitment to achieving shared goals., • Excellent interpersonal skills with the ability to engage at all levels, • Leadership qualities, with the ability to inspire and mentor team members., • Strong organizational skills to manage regional travel and in-person meetings.

Financial Adviser - relocation to Hong Kong / Dubai At Eight Wealth International we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Hong Kong or Dubai offices. We have a client bank ready for the right person but want this person to build their own bank over time. This is a fantastic opportunity for an already experienced adviser looking to relocate as we offer relocation, full visa support and a comprehensive admin team to allow you to adviser without drowning in paperwork! We have clear remuneration structures in place and can possibly provide initial support for the right candidate to assist with your transition to Eight. What you need to bring You will need ambition, because whilst we will provide you with the foundations, in time, we will expect you to generate and grow your own business opportunities. • DipFA or equivalent, • CAS status achieved, • Proven history of growing a client base, • Highly motivated, • Client centric, • Relocation package, • Client bank immediately available, • Full Paraplanning and Admin support, • Private medical, • Company events

The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: • A steady stream of loyal, existing clients inherited through a gradual transition., • Full administrative and paraplanning support so you can focus on client relationships and business development., • A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels. Requirements: • Have proven experience advising in the high-net-worth space., • Be confident advising across the full spectrum of financial planning products., • Be a proactive team player who contributes to the firm's growth and reputation., • Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role. Why This Role Stands Out • Strong existing client base ready to be nurtured and grown., • Top-tier support from experienced admin and paraplanning teams., • The autonomy to develop your network and increase earnings significantly., • A collaborative, professional environment focused on client excellence. If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ London/Cardiff/UK Remote | 💰circa £100,000 + | ✨ 🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ _ ✨ ⭐Our Legal team We're looking for a Senior Legal Counsel - Insurance to join our team at Monzo and help us build one of the best, most innovative banks in the world. This role will be the lead lawyer for our new, and growing, insurance distribution business. This role will report to the Head of Legal for Wealth Products, and is part of the Monzo Bank Legal team in the Legal & Board Governance Collective at Monzo. In this role, you’ll work closely with the Insurance Squad to build and deliver Monzo’s insurance products, and support the team in making insurance accessible for everyone. You’ll work at all levels in the organisation and with a wide-range of stakeholders from Product Managers and Designers, to Operations professionals and Software Engineers, and Risk and Compliance. You will be the ‘go to’ for all things legal and regulatory, and an important part of a team trying to change the insurance market for the better. 🔑You’ll play a key role by... • Being a trusted adviser and partner to the Insurance team, helping them build beautiful products and create effective customer-journeys in the Monzo app whilst meeting our regulatory requirements., • Advising on the development of our insurance offering, including expanding the range of insurances we offer, and integrating services into the Monzo app., • Supporting the Insurance team in managing third parties involved in our insurance offering (e.g. underwriters and third-party administrators)., • Equipping the team to deal with developments in the regulatory landscape for insurance, working closely with Compliance colleagues on all things regulatory., • Working with Risk and Control closely to help the team identify and manage legal and regulatory risks relating to the insurance business, • Prioritising thoughtfully to continuously operate with the highest impact., • Developing and implementing processes and procedures to increase the efficiency and scalability of insurance legal advice across the Monzo Group., • Delivering training, sharing insights from your work, and helping educate others on insurance., • Managing relationships with our external legal counsel and ensuring we are optimising our legal spend on insurance matters. 🤩 We’d love to hear from you if… • You have experience advising on general insurance and/or life insurance, and a solid grounding in direct-to-customer distribution with a minimum of around 5 years relevant post qualification experience (or equivalent)., • You have outstanding technical skills and strong knowledge of regulatory and commercial issues in general insurance and insurance distribution, preferably having spent time both in private practice and in house at a financial institution or fintech., • You are a team player and natural collaborator who is passionate about effecting change whilst being goals-focussed and impact-driven., • You are a strategic thinker, a strong communicator and a keen problem solver who knows how to assess risk and recommend solutions that balance business and risk perspectives, • You are willing to jump in and handle a wide range of legal issues, even outside your core areas of expertise in a proactive, and resourceful way, and can sensibly assess when best to engage external counsel in a cost-effective way, • You are comfortable operating at all levels of the organisation up to the Executive and liaising with a variety of internal and external stakeholders, • You welcome diverse perspectives, think rigorously and critically and aren’t afraid to challenge assumptions, • You’ve an open and curious mind, you are passionate about the intersection of banking and technology, and what we are doing here at Monzo excites you! Not ticking every box? That’s totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we’re dedicated to creating an inclusive and welcoming team. If you’re passionate about this role and keen to learn and grow with us, we encourage you to apply - even if you don’t have everything that's listed just yet. Drop us your application, we’d love to hear from you! PQE is a guide only. 🌈 The interview journey has 3 key steps • Recruiter call (potentially followed by an initial call with the Head of Legal, Wealth Products), • Role specific interview, • Values interview You may also be asked to meet with key members of the Insurance and Legal teams after these stages for a ‘coffee chat’. Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on business-hiring@monzo.com. Your compensation package: 💰 c.£100,000 + base salary (subject to experience)➕ stock options ✅ We can sponsor visas 📍This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London). ⏰ We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team 📚Learning budget of £1,000 a year for books, training courses and conferences ➕And much more, see our full list of benefits _ #LI-DH1 #LI-REMOTE Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as and bank accounts, we offer , , a and in the UK, with more exciting things to come beyond. Our UK customers can also , and _ with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍Location Remote in the UK | 💰 £24,750 to £29,625 + | ✨ (If you are based in London the minimum salary offer will be £27,250) Please reference any literature that you may refer to, as applications that are highly plagiarised and not your own work. e.g. ChatGPT, will be declined. Your Day to Day; Our Collections team are the financial health heroes at the core of Monzo. They are here to identify and support customers who may be struggling with debt, offering them compassion and options to help. They do this with their top notch understanding of Monzo’s award winning lending products, credit file details and something we call a ‘decisioning process’ - something we’ll teach you all about! You should apply if: • You are able to start on 13th April 2026 and able to attend 7 weeks training, Monday to Friday 9am - 5.30pm, • Prior experience in Collections, Debt Recovery or Customer Service within a contact centre environment experience would be advantageous, • Have a background supporting customers with vulnerability, • You’ll need to have a background supporting customers, • The ability to communicate with customers to the highest standard because we only want the best for them, • You can ask open questions to understand their situation, listen and provide solutions via our in-app chat, outbound and inbound calls and emails, • From time to time things are complex so a keen eye for detail and a high standard of work will really help in this team, • Understanding and keeping up to date with our regulatory obligations and ensuring these are fulfilled in our customer outcomes (in line with the FCA).Most importantly - you live and breathe people and customers like we do The interview process: Our interview process involves 3 main stages: • Please answer the application questions and the 4 scenarios within, • Recruiter Call - 30 minutes, • Competency-based Values and Role Specific Interview - 60 mins approx. ⏰ Your working life and shift requirements • Working hours fall within Monday to Friday 8am to 8pm and Saturday and Sunday 9am - 6pm (37.5 hours a week, remote working)., • Your shift pattern will vary on a weekly basis, but don't worry, we give you plenty of notice in advance., • You're guaranteed 1 full weekend off each month., • We'll guarantee time off on your birthday (if you want it). This will come from your regular holiday balance and provided you have enough to cover it. 🙌 What’s in it for you 💰 £24,750 to £29,625 ➕ plus stock options & benefits 📚£1,000 learning budget each year to use on books, training courses and conferences. ➕ Plus lots more! _. We have some guidelines on using Artificial Intelligence (AI) to ace an application and interview at Monzo. _ You’ll hear from us throughout the application process, but if you’ve got any questions, please reach out to falahahmad@monzo.com. You can also use this email address to let us know if there’s anything we can do to make the process easier for you because of disability, neurodiversity or anything else. Please note we will close this role once we have enough applications for the next stages. Please submit your application asap to avoid any disappointment. #LI-REMOTE #LI-FA1 Equal opportunities for everyone Diversity and inclusion are a priority for us and we’re making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we’re embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our , 2024 and 2024 _ We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊

Our investment management client works in partnership with financial advisers and wealth managers delivering investment solutions and tax-efficient products for their clients. As a growing business, the sales team is pivotal to winning and retaining business therefore the team is known for providing excellent service providing product expertise and acting as brand ambassadors. As a key member, you will be promoting MPS propositions to intermediary clients based across the UK increasing brand awareness to develop both new clients and asset under management. As an Business Development Associate you will be able to demonstrate that you're highly motivated, articulate and enjoy developing strong B2B relationships. Primary Job Functions • Engaging financial advisers to build, maintain and develop relationships, • Outbound telephone calls to maintain relationships or schedule meetings, • Building and developing new relationships with prospective advisory / investment firms, • Becoming a key point of contact for all financial advisers across the region, • Providing an exceptional level of client service, • Implementing new sales and marketing campaigns for the region, • Helping educate financial advisers to enable them to solve their clients’ needs, • Enhance and develop existing relationships to increase business levels, • Proactively follow-up client meetings, • Provide all required support to financial advisers, • Maintain up-to-date records on the CRM system, • Constantly seeking new opportunities to develop the business, • Work collaboratively with fellow BDMs., • Share best practice and contribute feedback to help with continuous improvement, • Attend and support adviser and industry conferences and other events, as required, • Ensure a good flow of information between colleagues and teams, • Constantly improve product and industry knowledge Specific Requirements • Exceptional sales skills, • Strong and flexible work ethic, • High quality interpersonal skills, • Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom), • High quality well-written communications, • Attention to detail, • Highly organised and able to work alone efficiently and effectively

Mortgage Broker / Financial Services Advisor Join a thriving team at a market-leading firm! We are seeking a highly motivated and experienced CeMAP-qualified Mortgage Broker / Financial Services Advisor with CAS status and a proven track record to join our dynamic firm, where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). PARTNERSHIP OPPORTUNITIES For ambitious brokers the firms operates a "progression to partnership programme" where you can become a shareholder and executive within the business. WHY JOIN THIS FIRM? • All leads provided at no cost to adviser (60+ per month), • Guaranteed income for training period, • All system provided at no cost to adviser, • Equipment provided by firm, • A "Progression to Partner Programme" for ambitious advisers, • 121 training provided to up skill brokers in the firm’s area of expertise, • Uncapped commission scheme, • Full admin support, • Control your own diary, • DA firm with no network oversight, • Bespoke CRM, • Great team environment, • Work with complex finance cases and add real value to clients, • Hybrid / remote working available ADDITIONAL TRAINING PROVIDED The company will provide additional 121 up skill training focussing on their area of expertise covering specialist finance products and services. EARNINGS: YEAR 1: £65,000 OTE (uncapped commission structure) YEAR 2: £120,000 OTE (uncapped commission structure) LOCATION: Remote / Home Based or Hybrid Successful candidates will need to commit to the first month being fully office based in Exeter, Devon, whilst you are completing the firms internal training program (cost are covered by the firm). Once completed you’ll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in Exeter JOB TYPE: Full-Time, Self-Employed Contract JOB OVERVIEW We have a fantastic new job opportunity for a Mortgage Broker / Financial Services Advisor who is CeMap qualified with CAS status and has a proven track record of successfully managing a significant mortgage pipeline and delivering exceptional client service. Working as the Mortgage Broker / Financial Services Advisor you will join a successful, leading and established niche UK firm where the average case size across the team in 2024 was £4,097 (mortgage and broker fee only). As the Mortgage Broker / Financial Services Advisor you will be responsible for working with clients to secure finance for their self-build and property development projects. This will involve identifying the most suitable lending options for clients, negotiating terms with lenders, and managing the mortgage application process from start to finish. As a successful candidate you will join a market leading firm that can offer on-going training and development, full admin support and a great team environment. APPLY TODAY If you’re already an adviser who wants to earn more, is obsessed about delivering a great service and is ambitious to grow a business then this firm could be a fit for you. To be considered for this position please send in your CV as soon as possible for our Recruitment Team to review. DUTIES Your duties as a specialist Mortgage Advisor will include: • Become the trusted advisor: Guide clients through the entire financing journey for their unique projects, • Unleash the power of possibility: Identify and present the most innovative and competitive lending solutions tailored to each client's individual needs and circumstances, • Negotiate winning deals: Leverage your expertise to secure the best possible terms and conditions with lenders on behalf of your clients, • Streamline the process: Efficiently manage mortgage applications from start to finish, ensuring a smooth and seamless experience for all parties involved, • Stay ahead of the curve: Continuously enhance your knowledge by staying abreast of the latest industry trends and regulatory changes This is an exciting opportunity for a passionate and ambitious individual to make a real difference to clients. Join the team and build a fulfilling career in specialist finance. CANDIDATE REQUIREMENTS As the Mortgage Broker / Financial ServicesAdvisor you will have the following skills, experience and qualifications: • CAS status, • Full CeMap qualification, • Previous experience as a Mortgage Advisor, • Ability to manage a large mortgage pipeline, • Customer focused, • Ability to manage multiple leads a day, • Ability to plan own time/diary efficiently, • Full UK driving licence HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-C13336 Full-Time, Contract Jobs, Careers and Vacancies. Find a new job and work remotely from home. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. AWD-IN-SPJ

IFA Administrator – Join as an Investment Administrator Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named “Best Financial Adviser to Work For” three times by Professional Adviser. This role offers the chance to be part of a dynamic Investment Team where development is nurtured, voices are heard, and progression — including potential future equity ownership — is genuinely on offer. The Opportunity The Investment Administrator (officially titled Investment Accounts Executive) plays a pivotal role in supporting the firm’s high-net-worth client base, including individuals, pensions (SIPPs/SSAS), trusts, charities, and corporate clients. You’ll act as a key liaison for clients, ensuring exceptional administrative support across the full investment lifecycle — from account set-up and portfolio maintenance, to valuations and supporting reviews. You’ll also work closely with Financial Planners, Paraplanners, and Investment Managers to help deliver excellent outcomes, all in line with a collaborative and professional investment strategy. Why Apply? • Chartered Firm – Commitment to the highest professional standards., • People-First Approach – Supportive team environment, with hybrid working post-induction., • Growth-Oriented – Encouragement and support for qualifications and long-term development., • Modern Workplace Perks – Flexible benefits and a hybrid working model., • Clear Career Path – CII study support Salary & Benefits Salary: £25,000–£33,000 (DOE + qualifications), Discretionary performance bonus Pension: 5% employer contribution (increasing with service) + salary sacrifice Free Onsite Parking Hybrid Working: After training and induction Key Responsibilities • Administer investment accounts, ensuring accuracy and compliance., • Prepare application and transfer paperwork across multiple platforms (e.g. Pershing, Quilter, Aviva)., • Process investment deals, valuations, reviews, and client reporting., • Liaise with clients and professional connections via email, phone, and letter., • Produce investment meeting notes and monitor action points., • Support Investment Managers with technical tasks including CGT assessments and MWR calculations. To be considered: • Experience in a financial services admin role., • Knowledge of investment products and financial planning., • Excellent communication and IT skills.

IFA Administrator Remote working Salary £31,000 - £32,000 This role is ideal for someone who thrives in a fast-paced environment and has previous experience providing high-level administrative support to financial advisers and or paraplanners. If you're organised, proactive, and passionate about delivering outstanding service, this could be the next step in your career. The Firm You’ll be joining a forward-thinking, purpose-driven financial services organisation with a strong reputation for innovation and inclusivity. Based all over the UK, they are known for their collaborative culture and commitment to professional development. You’ll work alongside a team of dedicated paraplanners and financial advisors who are passionate about making a positive impact for their clients. The Role As an IFA Administrator, you will be at the heart of the organisation’s operations, supporting Financial Advisers and Heads of Service with diary management, client communication, and documentation. A typical day could involve: • Managing adviser calendars and client communication to keep everything running smoothly, • Preparing reports, documentation, and meeting packs, • Liaising with product providers and clients with professionalism, • Tracking cases and applications to ensure timely delivery, • Supporting compliance and governance processes Your role will be varied and engaging, requiring a high level of attention to detail and excellent communication skills. Benefits • Salary: £31,000 - £32,000 per annum, • Remote working, • Yearly bonus based on company and personal performance (up to 10%), • BUPA Private Medical Insurance, • Pension Plan (5% ER and minimum 3% EE), • Medicash Health Cash Plan, • Group Income Protection (75% of base salary), • Group Life Assurance (4x base salary), • 28 days holiday (rising to 30 after 2 years service) Plus bank holidays Requirements • Previous experience in an administrative role supporting financial advisors is a must have, • Organisational and communicative skills How to apply Simply click "Apply Now" to submit your CV. The process includes an initial screening call followed by a two-stage interview (first via Teams, second in-person). We aim to make the process smooth and supportive every step of the way. Synonyms IFA admin, associate, administrator, support, service, IFA Administrator, administration

Mortgage Adviser Self Employed We are growing our mortgage team, offering full admin support, a large book of potential clients and the ability to write your own business without any of the hassles of owning a business! We looking for experienced and motivated Self-Employed Mortgage Advisers to join our team. Whether you’re an established broker looking for a better deal or an adviser ready to take control of your earnings and work life balance, Eight Mortgages offers the tools, support, and freedom to help you succeed. The Role: As a Self-Employed Mortgage Adviser with Eight Mortgages, you’ll have the autonomy to manage your own clients while benefiting from our strong brand and full compliance support.. You’ll deliver professional, FCA-compliant mortgage and protection advice, providing clients with tailored solutions to meet their financial needs. Key Responsibilities: • Provide expert, whole-of-market mortgage advice to clients., • Build and maintain strong, long-term client relationships., • Manage your own pipeline from lead generation through to completion., • Keep up to date with lender criteria, market developments, and FCA regulations., • Ensure all advice and documentation meets compliance and quality standards., • Deliver an exceptional client experience built on trust, transparency, and service., • CeMAP (or equivalent) qualification – essential. Equity release desirable, RO5 desirable, • Current or recent FCA authorisation (directly authorised or appointed representative)., • Proven experience as a Mortgage Adviser, • Excellent product knowledge and understanding of mortgage market trends., • Ability to manage your own time, workload, and client relationships., • Self-motivated, professional, and committed to delivering outstanding service., • Competitive split structure between your own business and referrals DOE, • Write your own business while we handle the hassles of running a business, • Full admin support to allow you to focus on seeing clients, • Large book of potential clients available from day 1, • Support and mentorship

Independent Financial Adviser (IFA) – Remote, Hybrid or Office-Based Build a Better Future – Flexible, Fully Supported Financial Adviser Role with Lead Generation Included A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work. Location: Leamington Spa & West Midlands Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support Sector: Financial Services | Wealth Management | Financial Advice As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly. Why This Role Stands Out: • Remote Financial Adviser role with flexible office access if preferred, • High-quality leads provided – warm leads through digital marketing and referrals, • Full paraplanning and administrative support – spend more time advising, less time on admin, • Technology-driven advice process – using XPlan CRM and Microsoft Teams, • Ongoing CPD and compliance support – stay ahead with professional development, • Marketing support – including branded digital assets and consultative planning Key Responsibilities: • Deliver regulated financial advice across pensions, investments, protection, and retirement planning, • Work with a mixed client bank and actively grow your client portfolio through warm leads and networking, • Build long-term client relationships using a structured Six-Stage Advice Process, • Conduct remote or face-to-face financial planning meetings with individual and corporate clients, • Stay informed on financial legislation, market trends, and tax planning opportunities, • Create tailored financial reports with assistance from the in-house paraplanning team, • Comply with FCA regulations and maintain accurate client and performance records What You’ll Need: • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), • FCA-authorised and approved as a CF30 adviser (or eligible), • A client-centric approach with strong interpersonal and presentation skills, • Experience as a Financial Adviser or Wealth Manager in a regulated environment, • Confident using virtual platforms (e.g. Microsoft Teams) and CRM systems like XPlan, • Self-motivated, organised, and driven to develop your client bank This Role Suits: • An experienced IFA looking to reduce admin and focus on client outcomes, • A self-employed Financial Adviser seeking better support and lead flow, • A Financial Planner who values autonomy with professional infrastructure, • A relationship-led adviser aiming to grow a wealth management client base Ready to take your Financial Planning career to the next level – with the freedom and support to match? Apply now and start building your future with a firm that truly backs its Advisers.

Independent Financial Adviser - Fully Remote Location: Fully Remote (UK-based) Salary: Competitive Basic + Bonus + Full Benefits Package ?? Client-Focused | Flexible Working | Strong Infrastructure NJR Recruitment is currently working with a well-established and forward-thinking wealth management business offering a rare opportunity for an experienced and self-sufficient IndependentFinancial Adviser to join their team on a fully employed, fully remote basis. This role is ideal for a high-calibre adviser who brings with them a transferable client bank and is looking for the structure, support, and long-term security of an employed model without the office commute. The Role: You will be responsible for managing and developing a portfolio of existing and new clients, providing high-quality financial advice across investments, pensions, protection, and retirement planning. Key Responsibilities: • Provide holistic financial advice to a diverse client base, • Manage and grow your portfolio with full compliance and service excellence, • Maintain strong ongoing relationships with clients, • Operate remotely with full access to support, systems, and compliance, • Collaborate with internal teams including paraplanning, admin, and marketing What We’re Looking For: • Level 4 Diploma in Regulated Financial Planning (minimum), • A proven track record of delivering compliant advice, • A transferable client bank that generates ongoing revenue, • Comfortable working independently in a fully remote environment, • Self-motivated, professional and client-focused What’s on Offer: • Employed role with competitive basic salary of up to 85% of ongoing fees, • Full remote working setup - flexibility without compromise, • Ongoing admin and paraplanning support, • Excellent Bonus Structure for New Business of 50%, • Modern tech stack and CRM systems, • Share Options with an excellent 5 year plan, • Enhanced Pension, • PMI, • Death In Service cover ?? If you’re an experienced adviser looking to combine flexibility with security — and want to bring your clients into a well-supported, fully remote environment — we’d love to speak to you. Apply today or contact NJR Recruitment for a confidential discussion quoting NJR15880

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: Preparing suitability reports and conducting detailed research Supporting financial advisers with new and existing client work Producing and interpreting cashflow modelling Working to deadlines within a busy environment Collaborating with colleagues across multi...

DallasWylde Recruitment is delighted to be representing a highly respected specialist probate and estates business that has built an outstanding reputation for supporting solicitors, executors and personal representatives across the UK. Our client provides expert advice and services related to estate property management, vacant property solutions, and probate property sales. With a people-first culture, exceptional service standards and ambitious growth plans, they are now looking to appoint an experienced Senior Relationship Manager to play a pivotal role in expanding their professional network. This is an exciting opportunity for an experienced relationship builder who enjoys developing long-term partnerships, generating new business opportunities and becoming a trusted adviser within the legal and professional services sector. The Role As Senior Relationship Manager, you will be responsible for developing and nurturing relationships with solicitors, probate practitioners, financial advisers and other professional introducers across the UK. You'll act as the face of the business, building trust with key stakeholders, identifying opportunities for collaboration and generating high-quality referrals. This is a consultative, relationship-led role where credibility, professionalism and outstanding communication skills are essential. Key Responsibilities * Build, manage and grow a network of solicitors, probate professionals,...

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: Preparing suitability reports and conducting detailed research Supporting financial advisers with new and existing client work Producing and interpreting cashflow modelling Working to deadlines within a busy environment Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements Essential: Diploma in Financial Planning Essential: Proven Paraplanner experience within financial services Essential: Cashflow modelling experience Desirable: Experience with IO or similar systems Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits Salary £40,000 to £50,000 (depending on experience) Hybrid working, typically 3 days office and 2 days home 25 days annual leave (plus birthday off) Option to purchase additional holiday Discretionary Christmas bonus Death in service benefit Structured progression and support towards Chartered status Location Roles available across: Ashford Frimley Battle Hadleigh Bognor Regis Sunningdale Ongar Colchester You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information TPBN1_UKTJ

An excellent advisory opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Adviser. The role will suit an experienced adviser who enjoys client servicing without the pressure to find new clients and is looking for a role which will provide the opportunity to ear

Financial Adviser £28,842 basic (OTE £45,000 First Year) Scotland Full-Time Permanent The Opportunity We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Scotlandregion. Utilising your exceptional sales experience, you wil

Cap Resourcing Ltd invites an Employed Independent Financial Adviser (IFA) to join an award-winning firm in Taunton, Somerset. Diploma qualifications with CAS/SPS are required; bring client-first service and strong advisory skills to drive compliant, tailored financial plans.

WEALTHLINK RECRUITMENT LTD is seeking a Financial Adviser to manage a bank of 90 clients valued at approximately £20m AUM. You will provide comprehensive financial planning services including investments, pensions, and trusts.

Oury Clark is seeking an experienced Independent Financial Adviser to join their growing financial planning division in Slough. With full paraplanning and administrative support, you can focus on delivering tailored financial solutions while enjoying attractive earnings potential.

Financial Adviser needed to provide holistic financial planning advice to existing clients and develop new relationships, with a salary range of £75,000-£100,000.

Specialist Recruiters in Financial Services.

Protection Adviser needed to provide financial advice on life, critical illness, and income protection products.

Financial Adviser sought to provide holistic financial planning advice, manage client relationships, and generate new business.

Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in this office. The role involves providing holistic financial planning advice to high-net-worth private clients.

Experienced Paraplanner needed to support financial advisers by conducting research, analyzing portfolios, and writing suitability reports. Requires technical knowledge of financial products and strong analytical skills.

Experienced Financial Advisor needed to manage client portfolios, provide financial advice, and build long-term relationships.

Experienced Financial Adviser needed to provide holistic financial planning, covering pensions, investments, protection, and estate planning for an existing client base and developing new relationships.

We're looking for a passionate, compassionate and resilient Support Worker to join our Learning Disabilities Social Care Service in Kent.Want to feel like you have an exciting future? You'll feel at home here.Making you feel at home here means helping you thrive in every way.That's why we offer a wi

Do you embody friendliness, approachability, courtesy, and helpfulness, coupled with exceptional communication skills?.We are looking for a Receptionist that thrives on taking initiative, possesses a flexible work approach, excels at multitasking, and adeptly prioritises tasks.If this sounds like yo

This is a 52 week non-sessional post i.Monday - Thursday, 09:00-17:00.We are looking for a motivated early years support workers to join the team at Wallyford to help deliver high quality childcare.To work in support of early years 'staff by contributing towards the creation of a warm, friendly, saf

Experienced Residential Support Worker (RSW).West Midlands (Multiple locations).We are seeking a compassionate, experienced, and dedicated Residential Support Worker to join our children's residential home.You will play a vital role in providing high-quality care and support to children and young pe

Warehouse Operative / Colchester / £30,000 Per Annum & Benefits.A growing, successful and well-established family owned educational supplies business is looking to hire experienced Warehouse Staff at their Chelmsford Distribution Centre.This is an exciting opportunity to join a key company in t

Support Worker - SEN School - Wirral.We are recruiting for a Support Worker to work as a SEN Teaching Assistant within specialist schools.This role involves supporting children with special educational needs (SEN) in an education setting, including:.SEMH (social, emotional and mental health needs).Y

You’ll also enjoy shopping, travel and leisure discounts – as well as a range of healthcare and financial benefits – to support you to be happy both in and out of work.