Recruit Wealth are partnered with a well-established, FCA-regulated financial planning firm with over 36 years’ heritage. They provide bespoke advice across pensions, investments, estate planning, and mortgages. As well as combine independent thinking and the infrastructure to deliver client-centred excellence. Currently looking for a driven and client-focused Financial Planner to join their...
You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.
You must hold your DipFA qualification or equivalent - Ideally, you should be a current Financial Advisor.
You will also be able to showcase: - Experience working in Financial Service functions, offering support and/or training - Significant technical understanding of financial services regulatory regimes, including COBS - Ability to deliver business process improvements and an efficient approach to your work
A leading staffing agency in the UK is seeking a skilled financial planner to provide tailored investment solutions for clients. In this role, you will offer financial planning support, work alongside investment professionals to build client relationships, and prepare accurate financial plans. The ideal candidate will possess a CII Diploma in Regulated Financial Planning or LIBF's DipFA,...
Job description My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit. By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management group. They empower their people to foster their entrepreneurial abilities in a...
Financial Advisor Location: South West England Contract: Permanent, Full-Time Salary: £35,000 - £40,000 per annum (DOE) Start Date: Flexible Contact: (url removed) Working Arrangements: Hybrid following probation Job Description Service Care Solutions are recruiting for an experienced Financial Advisor to join a reputable and growing Financial Advisory group in South West England. This role...
Location London Salary £38000 - £40000 TypePermanent WorkplaceOn-Site Ref88907 Junior Financial Adviser (IFA) Location: Central London Salary: £30,000 £35,000 per annum + up to 30% bonus Job Type: Permanent | Hybrid (3 days office-based, 2 days WFH) Working Hours: Full-time Job Description Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a...
You will work closely with a Regional Director and wider support teams, including paraplanners and administrators, to deliver high-quality, compliant financial advice to a broad client base, including high-net-worth individuals.
You will work closely with the Advisers to provide a high level of service with clients based in the UK and Europe. As well as supporting the Financial Advisers you will also work closely with their internal Tax Advisers and Pension Advisers, to ensure the service being provided to clients is always meeting their needs and resulting in the most effective outcomes.
Paraplanner Location: Somerset Contract: Permanent, Full-Time Salary: £40,000 - £45,000 per annum Start Date: Flexible Contact: (url removed) *Hybrid Working Arrangements* Job Description Service Care Solutions are working with a nationwide financial advisory network to recruit an experienced Paraplanner to one of their offices in Somerset. This post will play a key role in supporting Financial...
Location Shaftesbury Salary £35000 - £60000 TypePermanent WorkplaceOn-Site Ref89275 Financial Adviser Shaftesbury Salary: £35,000 £60,000 (DOE) I am working with a well-renowned and highly respected wealth management firm in Shaftesbury that is looking to appoint an experienced Financial Adviser. This is a rare opportunity, as the firm seldom recruits, but they are open to bringing in an...
You will also be able to showcase: Experience working in Financial Service functions, offering support and/or training Significant technical understanding of financial services regulatory regimes, including COBS Ability to deliver business process improvements and an efficient approach to your work
You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors.
You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial...
Financial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum + bonuses Start Date: Flexible Contact: (url removed) *Hybrid Working* Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from a...
Location Cambridge Salary £35000 - £45000 TypePermanent WorkplaceHybrid Ref89340 Recruiter Managing This Role Paraplanner Cambridge Hybrid working Up to £45,000 We are working with a highly respected national financial planning business that is seeking an experienced Paraplanner to join their Cambridge office. This is an excellent opportunity to become part of a growing organisation where...
You will have the opportunity to work in a supportive team environment where progression is strongly supported. There is a fantastic culture where everyone is treated as an individual. Holiday allowance increases with serviceExams and training paid for Income protection Bonus Easy to get to location if driving Hours: 9 5pm Start date New Year
Financial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum + bonuses Start Date: Flexible Contact: (url removed) Hybrid Working Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from a...
Financial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum + bonuses Start Date: Flexible Contact: (url removed) *Hybrid Working* Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from a...