19 senior protection advisor jobs found

Client Contact Senior Consultant Location: Swindon (Hybrid - 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We're looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you'll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor , or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct...

An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Paraplanner to join the team. Senior Technical Paraplanner plays a critical role in supporting financial advisers by delivering high-quality technical research, analysis, and client-focused reports. This position requires advanced knowledge of financial planning, tax, pensions, investments, and compliance, combined with strong analytical and communication skills. The role involves mentoring junior paraplanners and ensuring technical accuracy across all planning outputs. In addition to producing complex advice, the Senior Paraplanner provides technical oversight, mentors paraplanners, and helps drive consistency, quality and continuous improvement across the paraplanning function. Skills and Knowledge Chartered or happy working towards Minimum of 5 years experience Strong understanding of...

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business & Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Taunton An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Barnstaple An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Audit Manager Hybrid Luton We are seeking an experienced and detail-oriented Audit Manager in Luton to lead high-impact audit engagements within a reputable accounting firm serving a diverse client base across the UK. This role is central to ensuring the accuracy, compliance, and integrity of financial statements in alignment with IFRS and UK GAAP standards. As an Audit Manager, you will oversee end-to-end audit processes-from planning and execution to reporting-while mentoring junior team members and maintaining rigorous quality control. With some personal tax advisory work, you'll also guide high-net-worth clients through complex tax planning, compliance, and structuring strategies, enhancing client outcomes and firm differentiation. The hybrid working model offers flexibility with regular on-site presence in Luton, supporting collaboration and career growth. Ideal candidates are qualified ACA professionals with a proven track record in audit...

Management Accountant Central London Hybrid working Salary: £55,000 - £63,000 We are delighted to partner with a Top 30 accountancy firm who are recruiting a detail-oriented and qualified Management Accountant to join their finance team, playing a critical role in maintaining financial accuracy, compliance and operational efficiency. This role will be to provide quality accounting and cloud advisory services to clients within the Business Services Team, with a particular focus on corporates and not-for-profit organisations. This position is central to the preparation of statutory and management accounts, month-end and year-end close processes, and audit readiness. The ideal candidate will have a strong foundation in UK GAAP and IFRS, along with professional qualifications such as ACCA, ACA or Chartered Accountant status. You will lead financial reporting, strengthen internal controls, drive process improvements, and mentor junior staff. This...

Tax Manager - Hybrid working Personal Tax Luton, Bedfordshire £Competitive salary The Tax Manager is a key leadership role within the Personal Tax department, responsible for driving strategic compliance and tax planning for high-net-worth individuals and complex private clients. Reporting to the Head of Personal Tax, this position ensures precise, timely, and HMRC-compliant delivery of personal income tax returns, including self-assessment, capital gains tax (CGT), inheritance tax (IHT), and annual tax on enveloped dwellings (ATED). The role involves leading a team of tax professionals, delivering tailored tax efficiency strategies, and maintaining rigorous quality controls. With a strong focus on regulatory compliance, client service excellence, and continuous improvement, the Tax Manager plays a vital role in enhancing the firm's reputation as a trusted advisor in personal tax. The ideal candidate combines deep technical expertise, proven leadership, and a...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take...

Pensions Administrator Governance Coordinator Senior Administrator Location: Hybrid (London & South East travel required) Working Pattern: Full-time About the Opportunity My client is expanding and looking for a highly organised Administrator or Governance Coordinator to support their pensions consulting team. This role is ideal for someone who thrives in a fast-paced, professional services environment and can hit the ground running , supporting senior stakeholders, clients, and trustee boards. Pensions experience is helpful but not essential. Strong administrators from corporate, financial services, or consulting environments are encouraged to apply. Key Responsibilities Meeting & Governance Support Prepare trustee board and committee meeting agendas Schedule and organise meetings across multiple stakeholders Distribute papers, reports and key documentation Take accurate minutes and maintain records of decisions Track actions and ensure...

Job Title Project Monitoring Surveyor Level Associate Director (Senior candidates ready to step up will be considered; Director-level appointments may also be considered with scope and remuneration aligned accordingly) Location Bristol or anywhere in the South West (fully remote, home-based) The Opportunity A specialist project monitoring consultancy operating at the top end of the development finance market is expanding its senior capability across the South West. The region includes a concentration of high-value, lender-funded developments, many of which are long-term, multi-phase schemes with extended delivery horizons. Reporting quality, professional judgement and credibility with funders sit at the core of these instructions, which are typically strategic in nature rather than transactional. This role is intended for an experienced Project Monitoring Surveyor seeking autonomy, regional ownership and deeper involvement in lender-led decision making. It will suit...