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A highly respected and growing wealth management practice in Durham is seeking a detail-driven Financial Planning Administrator to join their professional support team. This is an excellent opportunity for someone who thrives in a structured, data-focused environment and enjoys working with investment and pension information. You’ll play a key role in supporting the Advice & Guidance process by gathering, analysing and accurately inputting scheme data from a range of third-party providers. If you’re someone who loves accuracy, organisation and problem-solving, this role will suit you perfectly. Whether you’re currently in wealth management admin, pension administration, investment operations, or a similar environment, this could be a great next step. There are opportunities to progress and develop within the company long-term. The Role You will be responsible for ensuring the smooth transition of client cases by: Requesting detailed information from investment and pension providers Extracting and transposing key data using both manual and automated tools Inputting and validating scheme information within internal systems Producing comparison reports and suitability documentation for adviser review Monitoring data accuracy and providing feedback for system improvements Maintaining strong communication with providers and internal teams Ensuring all records remain compliant, accurate and up to date About You We’re looking for someone who brings: Experience in financial services, pensions, investments, or a similar data-heavy admin role Strong analytical skills and the ability to interpret complex financial information Excellent attention to detail and accuracy in data handling Confident communication skills when liaising with providers and colleagues Strong organisational skills and the ability to manage competing deadlines Good working knowledge of Microsoft Office and confidence using multiple systems A proactive approach to learning, development and continuous improvement

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Mortgage Adviser Self-Employed Remote Build More Than a Client Bank. Try Mortgage Network is part of a fully integrated ecosystem alongside Try Financial and The Deal Club, giving you access to income streams,.

Old Mutual Limited is seeking a Commissioned Financial Adviser in Newcastle upon Tyne. This full-time role focuses on providing financial advice, identifying customer needs, and expanding sales through relationship building.

A growing financial services firm in the United Kingdom is seeking self-employed financial advisers to join their rapidly expanding team. The ideal candidates will possess a Level 4 Diploma in Financial Planning and have exceptional communication skills.

You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications. Those clients need an adviser, and that adviser will be you. It is one that has trained and developed over 30 advisers who had no previous financial planning advice experience.

A City-based financial planning firm is seeking a. This position is ideal for a Level 4 qualified adviser who is looking to build confidence, capability, and autonomy within a structured and well-supported environment. The successful individual will work with an existing portfolio of clients, suppor

A financial service provider is seeking individuals to join Quilter Academy as qualified financial advisers. This role focuses on building meaningful relationships with clients while undergoing comprehensive training to achieve a Level 4 Diploma in Regulated Financial Planning.

At least one year of experience operating as a Financial Adviser. A well-established financial planning firm based in Central London is looking to appoint a. This isan employed role andis ideal for a qualified adviser who enjoys managing existing client relationships while developing new opportuniti

Apply today and start your journey toward a fulfilling new career as a financial adviser. Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!. We are now recruiting individuals with the attitude, drive, and determination to

Financial Adviser – Relocation to Hong Kong / Dubai. At Eight Wealth International we are looking for an experienced, Diploma qualified Financial Adviser to join our Hong Kong or Dubai offices. This is a fantastic opportunity for an already experienced adviser looking to relocate.

Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be click apply for full job details.

A UK financial services recruitment firm is seeking a Junior Financial Adviser to join their expanding team in London. A strong background in financial services is preferred but not essential. You will build long-term relationships with clients and provide well-informed financial advice while mainta

A dynamic financial recruitment firm in the United Kingdom seeks a Self-Employed Protection Adviser.

A leading financial advisory firm in London is seeking driven Financial Advisers who are ready to break away from outdated wealth management. With a focus on client-first service, you will have autonomy in managing your client bank and utilize advanced technology for financial planning.

A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regulator as the quality benchmark others should aspire to. Our unique culture is one of high quality, hand‑picked, Indepe

I m working with a fast-growing advice business (circa 300 advisers) that operates across Protection, Mortgages & Wealth offering advisers the platform to not just write business, but build a long-term income and team. Introduce quality advisers build a second income stream. Experienced Protection A

Financial Adviser – South East London | Client-Focused, Relationship-Led Firm. They are now looking to add an additional Financial Adviser to the team – not just to handle demand, but to play a key role in the next phase of the business. Qualified Financial Advisers (Level 4 Diploma / CAS).

A leading financial planning firm is seeking a qualified Financial Adviser to deliver FCA-compliant financial advice across pensions, investments, and protection products. The ideal candidate will have a Level 4 Diploma and proven experience providing holistic financial advice.

Minimum 3 years’ experience as a Financial Adviser/Wealth Adviser. Are you an experienced Financial Adviser looking to accelerate your career in a high‑performance, high‑support environment? Whether you’re ready to take ownership of an established HNW client book or eager to scale new height

Commissioned Financial Adviser page is loaded## Commissioned Financial Adviserlocations: East Londonposted on: Posted Todayjob requisition id: JR-74268Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The role

Kyrann Financial Recruitment is seeking an Experienced Financial Adviser for a hybrid role in Greater London and Swindon.

Proven working experience as a Financial Adviser, Financial Planner or relevant experience. Assess client’s overall financial picture, understand their needs and develop a solid financial plan. The ideal candidate will be able to research the marketplace on available products and services, identif

A prominent financial consultancy in Greater London seeks a Self Employed Protection Insurance Adviser.

Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions. Conduct comprehensive fact-finding to assess clients’ personal and fi

Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be click apply for full job details.

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. What you'll be doing as Financial Adviser. What we're looking for as Financial Adviser.

Self-Employed Mortgage Advisers. 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. As a Self-Employed Mortgage Adviser with Eight Mortg

A financial advisory firm is seeking a knowledgeable Financial Adviser to join its Private Wealth division in the UK. Key responsibilities include providing holistic financial advice, compiling investment reports, and identifying new business opportunities. Candidates must hold a Level 4 Diploma in

About the Role: We are seeking an experienced Independent Financial Adviser (IFA) to join our established financial planning firm in a full-time employed position. As an Independent Financial Adviser, you will deliver personalised financial planning solutions to clients, focusing on their unique nee

Type of Position: Financial Adviser - Hertfordshire. Financial Adviser - Hertfordshire. Our client is looking to welcome a Financial Adviser into their team in Hertfordshire, to advise clients as appropriate to their circumstances and objectives.

A protection adviser who wants a bigger platform. No cold calling — warm referrals from 150+ introducers + 70+ advisers. Self Employed Protection Insurance Adviser (Trainees welcome).

We are now entering an exciting phase of growth, delivered by developing future generations of Financial Advisers. Financial Adviser role with FLM. Job: Trainee Financial Adviser.

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. The Financial Management team has decades of experience in advising clients throughout all stages of life and can adv

Wealthmax Financial Advisers Ltd is a dedicated team of financial specialists focused on helping individuals and families protect and grow their wealth. Apply now to take the first step in a rewarding career with Wealthmax Financial Advisers Ltd. We are excited to offer a Trainee Mortgage & Protecti

A leading mortgage brokerage in Greater London seeks Self-Employed Mortgage Advisers, both experienced and trainees, to leverage warm leads and a high-performance culture for rapid income growth.

The role involves championing clients' financial goals through tailored financial advice and strategic planning. Candidates should possess a Senior Certificate and have a minimum of 24 months' experience in the financial industry.

Part Time Financial Adviser (Newcastle/ Vryheid and Surrounds) page is loaded## Part Time Financial Adviser (Newcastle/ Vryheid and Surrounds)locations: Newcastle: Vryheidtime type: Part timeposted on: Posted Todayjob requisition id: JR-78710Let's Write Africa's Story Together!Old Mutu

Mortgage advisers, estate agents, recruiters, and financial sales pros. Self-Employed Mortgage Adviser (Trainees welcome).

Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds) page is loaded## Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)locations: Newcastle: Vryheidtime type: Full timeposted on: Posted Todayjob requisition id: JR-78713Let's Write Africa's Story Together!Old Mutu

A progressive financial services firm in Greater London seeks a Financial Adviser to manage client relationships and deliver tailored financial advice in compliance with regulations. Ideal candidates have a Level 4 Diploma in Financial Planning and strong communication skills. This role involves bui

Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity to specialise in divorce-focused financial planning, working with high-net-worth individuals navigating one of the most critical financial moments of their li

Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!. We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.

Due to continued growth, we’re recruiting multiple Financial Advisors to join a well‑established and expanding advisory business with opportunities available across London and the surrounding counties. Provide holistic, regulated financial advice to new and existing clients. If you’re a Financ

A financial advisory training program is seeking motivated individuals for its comprehensive training programme to become qualified financial advisers. Apply now to start a fulfilling career as a financial adviser.

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. Apply today and start your journey toward a fulfilling new career as a financial adviser. Ready for a

At least 3-5 years of experience as a financial adviser, with a demonstrable record of success in advising clients on a wide range of financial matters. Manage a portfolio of clients effectively, ensuring that all aspects of their financial plans are reviewed regularly and appropriately. Ensure all

A wealth management firm in London is seeking an experienced Financial Adviser to specialise in divorce-focused financial planning. The ideal candidate will have a minimum of 3 years’ experience and a Level 4 Diploma, with a passion for helping high-net-worth clients navigate key financial moments