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Paraplanner (full-time or part-time)- Competitive Salary + Benefits - Hybrid-working Locations: You can be based in any of the following locations: Fareham, Kent, London, or Hampshire, with the option of hybrid working.The RoleDo you have proven experience as a paraplanner with strong technical knowledge of financial planning? Are you highly organised with excellent attention to detail and the ability to manage competing deadlines? If so, we have an exciting opportunity for you.MWA Financial is seeking a skilled Paraplanner to join our growing team. This role offers flexibility, as we will consider both full-time and part-time candidates.You will support Financial Advisers by delivering accurate, compliant, and tailored advice to clients. This includes producing detailed reports, conducting research, and providing technical expertise across a range of financial products. Working closely with advisers, client service officers, and fellow paraplanners, you will play a vital role in ensuring the delivery of high-quality financial planning.Key Responsibilities:<ul> <li>Create suitability reports for Investments, Pensions, Protection, and Inheritance Tax Planning.</li><li>Conduct research and performance analysis using the tools provided.</li><li>Provide technical support to IFAs enabling them to write business compliantly. This is to include conducting research, gap analysis of a client's circumstances, and reviewing existing arrangements.</li><li>Collaborate with financial advisers and support staff to ensure compliance with regulatory standards and firm procedures.</li><li>Liaise with providers and third parties to obtain information, quotes, illustrations, and product details for cases in order to formulate recommendations for clients.</li><li>Maintain Continuous Personal Development (CPD) by attending in-house training and keeping abreast of industry developments.</li><li>Interact and follow the internal Investment Committee (IC) guidelines when researching client solutions.</li></ul> The CompanyMWA Financial Advice was launched in 2016 with the vision to make financial advice accessible, understandable, and of value to as many people in the UK as possible. We offer flexible working terms and invest in the career development of our rapidly growing team.The Benefits:<ul> <li>Minimum of 33 days of holiday, inclusive of bank holidays</li><li>Private medical insurance</li><li>Life insurance</li><li>Pension contribution</li><li>Industry-specific exam funding</li><li>Professional development</li></ul> The Person:<ul> <li>At least two years' experience working as a paraplanner</li><li>Strong attention to detail</li><li>Good communication skills, both written and verbal</li><li>A solid understanding of compliance within an IFA environment</li><li>Knowledge of industry software (Intelliflo is what we use)</li><li>Good MS Office skills</li></ul> <ul> <li>Ideally a level 4 diploma</li></ul> JBRP1_UKTJ

Paraplanner

Job Title: Senior Risk Pricing Analyst Locations: Haywards Heath or Manchester (Hybrid, 1-2 days in the office) Role Overview Markerstudy Group are looking for a Senior Risk Pricing Analyst to join a quickly growing and developing pricing department across a range of insurance lines. Markerstudy is a leading provider of private insurance in the UK, insuring around 5% of the private cars on the UK roads, 20% of commercial vehicles and over 30% of motorcycles in total premium levels of circa £1.2b. The majority of business is written as the insurance pricing provider behind household names such as Co-op, Sainsbury's, O2, Halifax, AA, Saga and Lloyds Bank to list a few and Markerstudy also has a large and growing direct presence in the market as well. Having acquired and successfully integrated Co-op Insurance Services in 2021 &amp; BGLi in 2022, Markerstudy are now pursuing innovative pricing techniques, taking advantage of an award winning insurer hosted rating platform, whilst challenging existing embedded processes. As a Senior Pricing Analyst, you will use your advanced analytical skills to: <ul> <li>Be a key stakeholder influencing the direction &amp; outcome of projects across a range of personal lines products</li> <li>Create innovative data solutions finding new ways to mine insight &amp; present data</li> <li>Build and maintain sophisticated models, prioritising a range of data science techniques</li> <li>Develop reporting structures to monitor pricing performance in an automated fashion</li> </ul> Working with the technical pricing team and closely with underwriting, retail pricing &amp; data science teams, your insight and recommendations will enable improvements to products and prices giving Markerstudy a critical advantage in the increasingly competitive insurance market. Key Responsibilities: <ul> <li>Develop a suite of advanced pricing models using a combination of traditional &amp; data science techniques across Private Car, Commercial Vehicle &amp; Home accounts</li> <li>Advance the adoption of data science &amp; statistical techniques across pricing &amp; underwriting</li> <li>Research and leverage new and existing data sources; capturing and explaining trends with innovative data features</li> <li>Communicate results to key decision makers across the business for action based on the results of pricing analysis</li> <li>Review observed &amp; expected performance of key accounts</li> <li>Collaborate with peers in pricing, underwriting and data science</li> <li>Facilitate automation of repeatable tasks</li> <li>Using specialist software to monitor trends and review impact of pricing proposals</li> <li>Coaching and mentoring junior team members</li> </ul> Key Skills and Experience: <ul> <li>Previous experience within general insurance pricing</li> <li>Experience with some of the following predictive modelling techniques; Logistic Regression, GBMs, Elastic Net GLMs, GAMs, Decision Trees, Random Forests, Neural Nets and Clustering</li> <li>Experience in statistical and data science programming languages (e.g. R, Python, PySpark, SAS, SQL)</li> <li>A good quantitative degree (Mathematics, Statistics, Engineering, Physics, Computer Science, Actuarial Science)</li> <li>Experience of WTW's Radar software is preferred</li> <li>Proficient at communicating results in a concise manner both verbally and written</li> </ul> Behaviours: <ul> <li>Self-motivated with a drive to learn and develop</li> <li>Logical thinker with a professional and positive attitude</li> <li>Passion to innovate, improve processes and challenge the norm</li> <li>Personality and a sense of humour</li> </ul> JBRP1_UKTJ

Senior Pricing Analyst (Risk)

We here at Siamo Recruitment are working with one of the UK's Wealth Management Powerhouses looking to grow with a strategic Paraplanner to join a family feel firm to push them and their clients to the next level. You will be the gel between your FA's and their clients to ensure the business runs smoothly. This is a development opportunity offering this Paraplanner stability, responsibility and variety within a well renowned firm. What benefits are attached to this Paraplanner opportunity? <ul><li>25 days holiday (plus additional one each year)</li><li>Buy additional holiday allowance</li><li>Up to a 20% annual bonus scheme (performance based)</li><li>Hybrid working offering 2 days from home</li><li>Early finish Friday's</li><li>Life cover 4x salary</li><li>Pay for relevant industry training materials, course and exams</li><li>Recruitment referrals bonus</li><li>2 hours off for your birthday</li><li>Fresh fruit, cereals and porridge provided daily</li></ul> This Paraplanner role will hold the below responsibilities: <ul><li>Work seamlessly with your allocated FA's</li><li>Produce Suitability Letters</li><li>Produce CFRs</li><li>Provide a point of contact for all queries pertinent to your role from the team</li><li>Provide technical support to the team</li><li>Use initiative to locate answers and helps others use their initiative to locate answers</li><li>Communicate with practice manager regarding any potential issues</li><li>Manage and resolve technical queries</li><li>Keep up with all industry and internal changes that will affect your role</li><li>Show willingness to expand and increase knowledge of all areas of financial services specifically pensions, investments and tax and trusts</li><li>Personally manage workflow</li></ul> The ideal candidate for this Paraplanner role will hold the below: <ul><li>Prior Paraplanning experience is essential</li><li>Comfortable with templated Suitability Letters</li><li>Comfortable with electronic data systems</li><li>The ability to balance conflicting demands in a calm and friendly manner</li><li>Ability to work autonomously, remotely and within a team</li><li>Analytical with precise attention to detail</li><li>Ability to accurately transpose information</li><li>Experience in maintaining systems, processes and procedures</li><li>Up to date knowledge of regulation, legislation and taxation</li><li>Full UK Driving License and Own Vehicle</li></ul> JBRP1_UKTJ

Independent Financial Adviser - Burgess Hill At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings. Key Responsibilities as our Independent Financial Adviser will include: <ul> <li>Follow the Six-Stage Advice Process to build long term relationships and deliver excellent client outcomes</li> <li>Reviewing and responding to clients' changing needs and financial circumstances, keeping Introducers and clients up to date with new financial products, or changes to legislation that may affect their clients' pensions, savings, investments and financial plans</li> <li>Acquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals and company lead generation programme</li> <li>Optimising the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business</li> <li>Developing and maintaining good client &amp; introducer relationships through client meetings, seminars and continuous feedback to the team and contact centre</li> <li>Contacting corporate and individual clients to set up meetings, either within an office environment, in the clients' homes or business premises or virtually via Microsoft Teams</li> <li>Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual clients' requirements covering all areas of advice</li> <li>Delivering accurate management information as requested</li> </ul> What we are looking for in our ideal Independent Financial Adviser: <ul> <li>Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations</li> <li>Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients</li> <li>Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients</li> <li>Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with affinity groups, business owners, entrepreneurs, professional and retail clients</li> </ul> Benefits as an Independent Financial Adviser at AFH: <ul> <li>Support to build your client base and future value</li> <li>End to end in house client journey and back-office support with full DIS, Admin and Paraplanning support</li> <li>Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture</li> <li>AFH Platform to deliver efficient and cost-effective solutions</li> <li>Established Practice Buy Out option on exit</li> <li>Consultative marketing support</li> <li>IT technology through XPlan our POS system</li> <li>Administration Support</li> </ul> With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms. If you or anyone that you know are interested in becoming a part of our growing community as an Independent Financial Adviser, get in touch and click 'APPLY' today or email us via . We look forward to hearing from you! JBRP1_UKTJ

Independent Financial Adviser

Senior Independent Financial Adviser Empowering Financial Futures - UK wide locationAre you an experienced Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!About UsWe are working with aprivately owned Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.The RoleAs a Senior Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.Key Responsibilities<ul><li>Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.</li><li>Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.</li><li>Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.</li><li>Identify opportunities to grow the client base through referrals and networking.</li></ul>What Were Looking For<ul><li>Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.</li><li>Professional qualifications ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment </li><li>Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.</li><li>A proactive mindset, with strong analytical and problem-solving abilities.</li><li>A solid understanding of financial products, services, and industry regulations.</li><li>A results-driven attitude with a commitment to ethical practices and client satisfaction.</li></ul>Why Join ?<ul><li>If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.</li><li>Full administration and paraplanning support enabling you to focus on delivering client relationships and new business </li><li>Access to a broad range of financial products and resources to support your success.</li><li>Ongoing professional development and opportunities for career progression.</li><li>Flexible working arrangements to promote work-life balance.</li><li>A dynamic, inclusive environment where your expertise and input are valued.</li></ul> JBRP1_UKTJ

Independent Financial Advisor

Oakley Recruitment is working in partnership with an expanding organisation based in Warwick. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality The ideal candidate will have experience working with a variety of products and will have a good understanding of the whole financial process. You will demonstrating good client communication and relationships as well as quality service delivery. Reward<ul><li>23 days holiday including bank holidays, increasing in length of service to 25 days</li><li>Contributory pension</li><li>Sick pay probation (4 weeks)</li><li>Life insurance</li><li>Virtual doctor and mental health appointments</li><li>Salary sacrifice</li><li>Employee Assistance Programme</li></ul> Job Role:<ul><li>Working with the Financial Planner to discuss client objectives, identifying and where required, assist the Financial Services Administrators in obtaining information necessary to compile a comprehensive financial suitability report</li><li>Assisting in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives</li><li>Assisting in the preparation of tax calculations where necessary</li><li>Ensuring information collected and collated about (and from) the client is in accordance with the principles of know your client and company policy</li><li>Ensuring all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation</li><li>Preparing suitability reports and recommendations for approval by the Financial Planner, preparing associated accompanying documentation for client to sign</li><li>Ensuring client declaration and signed authorisation is on any advice piece before anything transactional occurs</li><li>Conducting fund research and analysis using FE Analytics in support of Financial Planner recommendations as well as other software systems such as Selectapension for pension switch business, Conquest for Cashflow reporting producing comprehensive cashflow reports for relevant clients and reviews (software systems available as at 2025)</li><li>Ensuring suitability report templates updated and compliant with regulatory/tax year change</li><li>Maintaining a suitability reports template library for use across the hub</li><li>Collating and maintaining up to date Due Diligence research on funds, providers, platforms</li><li>Preparing monthly Cumulative return tables and communicating these effectively to the Financial Planners, Team Leaders</li></ul> Skills and experience:<ul><li>Minimum 2 years experience in a Paraplanning role at an IFA firm</li><li>DipPFS qualified or equivalent Level 4 qualification</li><li>Team working and collaboration</li><li>Planning and Prioritising</li><li>Ability to work effectively and efficiently</li><li>Using IT software systems</li><li>Adhering to Operational and business processes</li><li>Demonstrate honesty and integrity</li><li>Adaptability, enthusiasm and dependability</li><li>Personal commitment</li><li>Ability to achieve agreed outcomes without supervision</li></ul> Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process. JBRP1_UKTJ

Commercial Manager - Home Claims Location - Leicester, London or Bexhill- Hybrid (one day a week in your chosen office) Welcome to Hastings Direct - From our Group HR Director Pam Angel We're a digital insurance provider with ambitious plans to become The Best and Biggest in the UK market. We've made huge investments in our data and tech capabilities over the past few years, along with nurturing our 4Cs culture. We're proud of the journey we're on as a company and know that our continued success will rely on the contribution of our talented colleagues. We provide insurance for over three million customers, but we know there's even bigger opportunity out there. The fact you're now reading this job advert means we've tempted you to find out more about - we really hope you like what you see, and you'll join us to share in the success of the exciting chapter that lies ahead. We understand some people may not apply for jobs unless they feel they tick every box. If you're excited about joining us and think you have some of what we're looking for, even if you're not 100% sure we would love to hear from you. Role overview As one of our Commercial Managers in Home Claims, you'll be delivering the execution of our commercial and trading strategy. You'll work with both internal and external stakeholders to deliver bold and ambitious targets, supporting our transformation into a market leading Home Claims function. This role will focus on all aspects of the Home Claims strategy. Job details - you'll need to have demonstrable experience in: <ul><li>Supporting the delivery of our Home Claims strategy to maximise commercial outcomes </li></ul><ul><li>Driving data led performance improvement opportunities, working across the Hastings Direct matrix (e.g. Commercial, SRM, In-House Surveyors, Operations, Audit etc.) and external suppliers to prioritise, secure resource and deliver outcomes as appropriate </li></ul><ul><li>Managing contractual relationships with external suppliers to achieve great commercial and customer outcomes </li></ul><ul><li>Managing risk and business continuity with business area, developing appropriate strategies to mitigate threats </li></ul><ul><li>Owning the commercial performance of a key component of Home Claims </li></ul><ul><li>Identifying trading performance improvement opportunities </li></ul>Essential skills we would love you to have: <ul><li>Demonstrable experience of delivering commercial initiatives in a regulated setting (financial services, insurance, utilities etc.) with home claims knowledge being highly desirable for at least one of our vacant positions </li></ul><ul><li>Strong and demonstrable commercial aptitude combined with analytical capability - able to translate complex data and concepts into a logical and structured fashion, and articulate these concepts clearly and effectively </li></ul><ul><li>Excellent communication skills (written and verbal) with experience in presenting and influencing senior stakeholders, both internally and externally </li></ul> The interview process Our interview process involves the below: <ul><li>Recruiter screening call </li></ul><ul><li>1st stage intro call with hiring leader </li></ul><ul><li>2nd stage interview with hiring leader and peer, involving a case study </li></ul> As a Disability Confident employer, we're committed to ensuring our recruitment processes are fully inclusive - what this means to you is if you're applying for a job with us, you'll have fair access to support and adjustments throughout your recruitment journey. We also welcome applications through the Disability Confident Scheme (DCS).For more information on the DCS, please visit our inclusive business page on our careers website. Regrettably we are unable to offer sponsorship for this role. Benefits: in addition to a competitive salary and £5k car allowance you will also receive Flexible working - we champion a flexible hybrid working approach - please speak to your recruiter to discuss in more detail Competitive bonus scheme - all colleagues are eligible for our annual 4Cs performance bonus Physical wellbeing - as a Band 4 colleague, Hastings pay for you to receive private medical Insurance (also known as PMI). This gives you flexibility and convenience to see a specialist or consultant and allows you to decide when and where you will be seen Financial wellbeing - as well as providing you with 4x your salary with our life assurance cover, income protection at no extra cost, and matched pension contributions up to 10%, we are proud to provide you with an award winning package which includes - discounts, cashback, free independent mortgage advice and free access to financial wellbeing support Mental wellbeing programme - we have the thrive mental health app, our colleague assistance programme available 24/7, our own in-house mental health first aiders, support groups and a dedicated team to make sure we are covering your needs There's more! - 27 days annual leave + bank holidays, with the option to buy or sell one of your weeks, access to our health care cash back plans, dental plans, discounted health assessments, Cycle to work and tech schemes, discounted and free onsite facilities, social events throughout the year and much more . Join us and you'll find a different way of doing things. We call it the 4Cs. We focus on getting it right for our colleagues, customers, company and community. As one of our colleagues, you'll be helping to drive our growth, so in return, we'll give you all the support, training and development you need. Our 4Cs principles are simple: we believe by creating the right culture for our colleagues and giving them the right tools to do their job, we'll deliver good outcomes for every customer, helping us to grow the company profitably and sustainably and allowing us to invest in the communities we serve. Hastings Group is an equal opportunities employer which means we treat people fairly. We welcome applications from all suitably skilled persons regardless of their gender, age, race, disability, ethnic background, religion/belief, sexual orientation, gender reassignment or marital/family status. Please also note that we have a thorough referencing process, which includes credit and criminal record checks. JBRP1_UKTJ

Commercial Manager - Home Claims

RMK Talent Solutions is pleased to partner with a reputable Wealth Management company based in Edinburgh, Scotland, to source an experienced Paraplanner. This organisation specialises in delivering bespoke financial solutions to a diverse client portfolio. With a client-centric approach, they prioritise personalised service, professional integrity, and a collaborative working environment. The role offers hybrid working flexibility, supporting a balanced approach to remote and office-based work, and provides an excellent opportunity for a driven individual to thrive within a supportive professional setting.Responsibilities<ul><li>Preparing and reviewing comprehensive financial planning reports and recommendations for clients.</li><li>Gathering and analysing client data to develop tailored financial strategies.</li><li>Collaborating and supporting Financial Advisers to ensure smooth client service delivery.</li><li>Assisting in the review and maintenance of client financial plans.</li><li>Keeping up-to-date with industry regulations, products, and market developments.</li><li>Ensuring compliance with relevant legislative and regulatory requirements.</li><li>Managing and maintaining accurate client records and documentation.</li></ul>Requirements<ul><li>Proven experience as a Paraplanner within a financial planning or wealth management environment.</li><li>Strong understanding of financial products, legislation, and compliance standards.</li><li>Excellent organisational skills with the ability to manage multiple client files efficiently.</li><li>Attention to detail and high-quality report-writing capabilities.</li><li>Qualifications such as level 4 CII/LIBD/CISIare highly desirable.</li><li>Effective communication skills, both verbal and written.</li><li>Proactive attitude with a commitment to ongoing professional development.</li></ul>This role offers a competitive salary package, supporting your professional growth within a friendly and dynamic team. Benefits include flexible hybrid working arrangements, ongoing training opportunities, and a supportive work environment dedicated to your success.If you are seeking to advance your career as a Paraplanner within a friendly and professional company, we encourage you to apply now to join this vibrant Edinburgh-based team. Take the next step in your financial planning career with us today. JBRP1_UKTJ

Are you a current or previous Mortgage Advisor looking to join a business with no micromanagement?In this role as a Mortgage Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Mortgage Advisors.You should also be proactive and look to self-generate business where possible. The most effective Mortgage Advisors write a business plan to help structure their business development.The Practice Principal believes his team of Mortgage Advisors should work at their own pace and will not micro manage you.Mortgage Advisor Requirements<ul><li>You must hold your CeMAP qualification</li><li>Ideally, you should be a current Mortgage Advisor. However, they would consider individuals looking to return to Financial Services</li><li>Individuals who can self-generate some business would be advantageous</li></ul>The CompanyOur client is a long-established Financial Planning and Mortgage Advisory firm of nearly 30 years. Through their successful model, they have undertaken a period of growth and now have a team of over 40 Financial Advisors and Mortgage Advisors. Premier Jobs UK has worked closely with their Management team and has introduced over 70% of their team!Financial Advisors and Mortgage Advisors who join this firm consistently are delighted with their decision and appreciate the support the business provides.Mortgage AdvisorBenefits<ul><li>Self-employed role with OTE of £60,000+</li><li>Clear commission structure with no fees</li><li>Home based Mortgage Advisor job</li><li>Our client is an appointed representative of one of the UKs leading networks which provides excellent induction training to enable you to achieve a flying start and on-going support and development</li></ul>LocationsHome basedLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information JBRP1_UKTJ

Mortgage Advisor

Our client is seeking an experienced Financial Advisor in Burgess Hill / Brighton to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering.They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further.They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients.The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs.Excellent remuneration package provided to reward your productivity.This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.Financial Advisor Requirements<ul><li>You should hold full Level 4 Diploma in financial planning or equivalent</li><li>You should have 5+ years experience as a Financial Advisor (ideally with CAS status)</li><li>You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities</li><li>You should have a client centric approach and have dedication to doing the right thing for clients</li><li>You should have excellent interpersonal skills, approachability, professionalism and good IT skills</li></ul>Financial Advisor SupportOur client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.Financial Advisor Benefits<ul><li>Salary of £50,000 - £75,000 subject to experience and qualifications</li><li>Potential to consider higher salary on case-by-case basis</li><li>Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime</li><li>Home based role with travel to meet clients in person and use of their regional offices</li><li>Self-employed option available, if you would prefer</li></ul>LocationsBurgess Hill / BrightonLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ

15 Private Banking Jobs in Brighton, Brighton and Hove, UK