Financial adviser jobs in HalifaxCreate job alerts

Chief Finance Officer West Yorkshire An ambitious and values-led multi-academy trust in West Yorkshire is seeking an exceptional Chief Finance Officer (CFO) to join its executive leadership team during an exciting period of growth and development. About the Trust This established multi-academy trust operates across primary and secondary education, supporting academies in multiple local authorities across West Yorkshire and Greater Manchester. The Trust is driven by a clear moral purpose: to transform life chances and deliver excellence for every child, every day, underpinned by values of integrity, ambition, and inclusion. Operating through a collaborative partnership model, the Trust values strong leadership, high-performing staff, and deep community engagement. Each academy retains its unique identity while benefiting from central expertise, shared best practice, and robust school-to-school support. The Opportunity As Chief Finance Officer, you will play a pivotal strategic role in shaping the Trust’s long-term sustainability and growth. Reporting to the CEO and working closely with Trustees, you will lead all aspects of financial strategy, governance, and operational finance, ensuring that resources are deployed effectively to maximise educational impact. This role offers a rare opportunity to influence decision-making at the highest level of a mission-driven organisation and to be a key architect of its future success. Key Responsibilities • Lead the Trust’s financial strategy, ensuring long-term sustainability and value for money, • Oversee budgeting, forecasting, and financial performance across all academies, • Act as a strategic adviser to the CEO, Executive Team, and Board of Trustees, • Ensure strong financial governance, compliance, and risk management, • Lead and develop a high-performing central finance function, • Support growth opportunities, including academy development and strategic investment You will be a strategic, credible, and values-driven finance leader with: • Senior-level financial leadership experience (education or wider public sector advantageous), • Strong knowledge of financial governance, compliance, and risk, • Proven ability to operate effectively at board level, • Experience leading, developing, and inspiring finance teams, • Be part of a mission-led Trust with a clear and compelling vision, • Influence strategy at executive and trustee level, • Work within a culture that values integrity, ambition, and inclusion, • Make a tangible difference to children, young people, and communities, • Join a Trust that invests in leadership, partnership, and continuous improvement Safeguarding CommitmentThe Trust is committed to safeguarding and promoting the welfare of children and young people. All appointments are subject to appropriate safeguarding checks and an enhanced DBS check. If interested, please apply above, we would love to hear from you!

A financial services technology company is seeking a proactive Software Executive to join its Adviser Technology Team in Huddersfield. Key responsibilities include troubleshooting customer issues, enhancing technology offerings, and managing software licenses. Familiarity with financial software is

Member Experience Adviser — Simplybiz, Huddersfield. Simplybiz is part of Fintel Services, one of the UK’s leading providers of compliance, business and technology support for financial advisers.

If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career. In this Financial Adviser Performance Coach role, you will work closely with Financi

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). Financial Adviser – South East London | Client-Focused, Relationship-Led Firm.

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 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.

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. Experienced Protection Advisers only. Advisers who want control, scalability, and

Level 4 Diploma in Regulated Financial Planning (or equivalent professional qualification). Structured training programme designed to support progression to Competent Adviser Status. The successful individual will work with an existing portfolio of clients, supporting them through structured financi

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. You’ll have around 2 years post-CAS experience as a financial adviser/planner with suitable Level 4 qualifications.

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

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.

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.

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. The role involves delivering comprehensive, regulated financial advice to a broad client base, covering areas such as investments, retirement planning, personal protection, and estate planning. Take responsibility for an existing port

This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser. Apply today and start your journey toward a fulfilling new career as a financial adviser. This is your chance to join a fully supported career transition programme (funding available)

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

Our unique culture is one of high quality, hand‑picked, Independent Financial Advisers collaborating across the UK. 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 regula

This is a key hire for an experienced Financial Adviser ready to take ownership of a high-value client base and play a part in ambitious growth plans. Strong track record as a Financial Adviser with 5+ years experience. They are looking to hire multiple advisers due to tremendous growth, please feel

A leading financial advisory firm in the UK is looking for experienced, ambitious, and client-focused advisers to join their team. Candidates should have a minimum of 2 years experience in financial advisory and be qualified to at least Level 4 Diploma in Financial Planning. This role presents an ex

This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is imp

A leading recruitment agency is seeking a Chartered Financial Adviser to join their team in Greater London. The role involves providing financial planning for clients, ensuring compliance with FCA regulations, and developing client relations. This is an excellent opportunity for those looking to lev

If you’re looking to advance your career and achieve significant financial rewards, apply now. A leading mortgage brokerage in London is seeking a Self-Employed Mortgage Adviser.

As a Financial Planner in our fast-growing team, your primary responsibility will be to onboard and serve clients with their financial advice needs, helping them achieve their lifetime financial goals. As part of our continued growth in this area, we have an opportunity for an experienced Financial

Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option).Q1/Q2 2026 (Looking specifically for the right delegate here ).Are you a driven and experienced.Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK.Based in the beautiful Cumbria

The Protection Adviser will be responsible for understanding client needs, providing tailored insurance and financial protection solutions, and supporting clients through the decision-making process. This is a full-time, on-site role located in the United Kingdom for a Protection Adviser. Responsibi

Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is mor

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.

Capricorn Financial is London s highest-performing mortgage brokerage, trusted by FTSE 100 developers and premium estate agents. We provide qualified leads, in-house support, and elite training to help ambitious advisers scale fast. Trainees from estate agency, recruitment, financial sales, or other

A financial advisory firm in the UK is offering a Trainee Mortgage & Protection Adviser opportunity. Ideal for those passionate about finance, the role includes client appointments and providing tailored financial advice.

Fram is working with a boutique financial planning firm in London that provides bespoke advice to a loyal client base of senior finance professionals, including hedge fund managers and private investors. The firm is looking to engage with an experienced IFA Administrator to support two advisers acro

ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?. Provide Financial Planning support to clients. Provide full holistic financial advice to a varied range of clie

A reputable financial services firm in the United Kingdom is seeking a Financial Adviser to provide clients with strategic financial guidance. The role requires proven experience in financial advising, excellent communication skills, and the ability to analyze market data. Candidates should have a f

We are recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice. If you’re interested in building a long term career as a Financial Adviser with St. James’s Place’s adviser development path

Assist the Senior Financial Planner in delivering tailored holistic financial planning solutions to clients by gathering and analysing information to identify needs and provide appropriate recommendations. Level 4 Diploma in Financial Planning (or equivalent). Our client is seeking a motivated and d

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. The role involves driving performance, m

A well-established financial planning firm in Central London is seeking a qualified Financial Adviser to manage an existing client portfolio while developing new opportunities. The role involves delivering comprehensive financial advice covering investments, retirement planning, and more. Candidates

A leading nationwide Independent Financial Advisory firm is looking for an experienced Financial Adviser to join their growing team in Cheshire. The ideal candidate will be fully qualified, with a Level 4 Diploma, and have experience in delivering high-quality financial advice.

A prominent financial advisory firm in the United Kingdom is seeking experienced and ambitious advisers to help grow their businesses. Candidates should have a minimum of 2 years in financial advisory and possess a Level 4 Diploma in Financial Planning.

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: East Londonposted on: Posted Todayjob requisition id: JR-77461Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. The role at a gl

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advising an existing client base, managing structured financial reviews, and enhances skills toward full C

Owl Financial operates under the trusted umbrella of Openwork, one of the UK’s largest financial adviser networks, ensuring high standards of quality and regulatory compliance for clients nationwide. Owl Financial is a UK-wide advice business committed to helping individuals secure the right level

James’s Place Financial Adviser Academy offers an industry-leading programme that supports and trains new advisers to achieve the qualifications and skills they need for a successful career in financial advice and the launchpad to grow your own business. You don’t need to be great at maths or ha

A financial planning firm in South East London is seeking a Financial Adviser to join their team. This role focuses on building trusted client relationships and delivering high-quality financial advice with a strong support system.

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

A minimum 12 months’ financial services experience as a Financial Adviser.