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A regional IFA practice in Liverpool are looking to add a paraplanner to their Client Management team. With offices in Liverpool and Chester, they are fully committed to staff development, and offer internal opportunities for both seniority and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package • You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects. The company • A regional IFA practices, with two offices in the Merseyside/Cheshire regions. Role • Undertaking reviews for clients, • Preparation of reports, both from standard paragraphs and free text, • Undertaking whole of the market research, • Working on a collaborative basis with the rest of the team, • Keeping up to date on market positions and global situations, • Using cash flow modelling and lifestyle planning as required, • Working with external DFMs as required, • Attending client meetings as required The candidate • Diploma Level 4 as a minimum, ideally working towards Chartered, • Experience of working with HNW and UHNW clients, • Writing reports and undertaking research. Next steps • Contact via email below for confidential discussion and review of opportunity and process

Financial Adviser / IFA Employee Benefits (Employed)Location: Faversham, Kent | Hybrid Working AvailableSalary: £45,000 £62,000 + Discretionary BonusPermanent | Full-Time | Employed RoleRecruitment NoticeWe are recruiting on behalf of a leading UK financial advisory practice for an experienced F

Are you an experienced financial professional who loves helping advisers elevate their skills? ThisFinancial Adviser Trainer jobcould be the perfect blend of technical expertise, people development and long term career opportunity. In this newly created position, you will play a key role in developi

This High End Divorce Specialist Financial Advisor job is an exceptional opportunity for an experienced divorce specialist adviser to take ownership of a specialist divorce planning service and build their own division within a respected, values driven wealth management firm.

Financial Services Administrator Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include: Provide high quality administrative support to the Wealth Services teams. Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser. Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements. Study towards the Diploma in Regulated Financial Planning Experience / Qualifications: Strong written and verbal communication skills Customer focussed attitude. Time management and ability to work to deadlines. Organisational skills. Good attention to detail. Accurate and numerate. Drive and initiative to work on own and as part of a team. Working knowledge of computer-based applications such as Word and Excel. Aspirations to succeed and develop a rewarding career that can lead to significant personal progression. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement If you are interested in this Financial Services job opportunity, please click to apply. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Financial Planning Compliance Officer Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm (35 hours per week) Contract: Permanent, Full Time Salary: Dependent on experience Essential: Level 4 Diploma in Financial Planning (or equivalent) Are you an experienced Financial Services professional with a Level 4 Diploma in Financial Planning and a strong knowledge of investments, pensions and UK regulation? This is an excellent opportunity to join a supportive and growing team in Liverpool City Centre, working as part of an established compliance function as a File Reviewer. These roles are ideal for applicants with backgrounds in: Financial Advising / Strategic Planning Adviser Team Management within banking Paraplanning File checking / quality assurance Investment & pensions compliance Individuals from high street banks such as HSBC, NatWest, Halifax, Santander, etc.What a Typical Day Might Look Like: Reviewing the incoming queue of cases and selecting those requiring attention Conducting detailed case assessments and grading findings Providing feedback to Financial Planners Undertaking routine monitoring tasks Signing off promotional/educational materials Responding to internal compliance queries Completing AML tasks Listening to adviser calls for quality and compliance checkingWhat We're Looking For Level 4 Diploma in Financial Planning or equivalent (Essential) Experience in pensions, investments and regulated advice Strong analytical and problem‑solving skills Practical file‑checking exposure (either formally or informally) Solid understanding of the UK regulatory landscape, including the FCA Handbook High attention to detail with a thorough, organised approach Ability to work under deadlines while remaining flexible and proactive Confident using MS Office and adapting to multiple systems A collaborative and supportive team playerWhat's on Offer: A dynamic role with genuine impact on the business's compliance framework. Opportunity to work with senior leadership and contribute to strategic improvements. Centrally located office in Liverpool with excellent transport links. Supportive team environment with strong focus on professional development. Regular staff events 25 days holiday Cycle to work scheme + much more! Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers. Recruit Wealth are delighted to be representing ou

Due to continued growth, an excellent opportunity has arisen for a Financial Adviser within a well-established, progressive and independently-owned financial advisory company. Proven experience as a Financial Adviser / IFA is essential (min 2-3 years), good technical knowledge, particularly in the a

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.

The Financial Adviser will be a Level 4 Diploma qualified Adviser, who will be responsible for one-to-one meetings with employees of various Companies (clients), involving discussions around how they can best utilise their Workplace Pension as part of their overall financial plan but. A wellrespecte

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Working closely with the Adviser, you will take full ownership of the paraplanning function and support the ongoing delivery of holistic financial planning to a HNW client base. Adviser and being part of a growing, entrepreneurial firm. Direct collaboration with the Adviser and leadership.

Job Description Client Servicing Financial Adviser Location: Sutton, Surrey - 4 days office attendance per weekSalary: £60,000 + Profit Share - Potential to increase for exceptional candidatesContract: Full time, Permanent An established, highly respected independent financial advisory firm in Sutt

Self-Employed Mortgage Advisor / Life & Protection Financial AdviserThis is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within a

Are you an experienced people leader in financial planning, looking for an Adviser Manager job where you can genuinely shape how an advice team grows and performs? If you enjoy working with strong personalities and building structure in a fast-moving environment, this could be ideal. In this role, y

Self-Employed Mortgage AdviserJoin Try Mortgage NetworkNow offering lead support to help bridge the gap from employed to self-employed making your transition smoother and more confident. Built for the current and next generation of mortgage advisers. At Try Mortgage Network (TryMN), we support ambi

A leading wealth management firm in London is seeking a Junior / Trainee Independent Financial Adviser to join their Adviser Academy. The ideal candidate is ambitious, eager to learn, and ready to commit to developing their career as a Financial Adviser. You will receive extensive training and mento

Brook Financial Services is part of. Flexibility, as a self-employed adviser, you’ll have the freedom to manage your time and workload to suit your lifestyle.

A leading financial consultancy in Greater London is seeking a Level 4-qualified Financial Adviser to join their part-time team. The role involves providing ongoing financial advice to clients regarding pensions and conducting annual reviews. Candidates should have a minimum of 5 years' experience i

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

Apply today and start your journey as an experienced Financial Adviser at Ascot Lloyd!. Recognition and reward: we provide market competitive compensation, performance bonuses, and longer-term incentives—plus the exciting chance to share in our success through the Adviser Equity Programme. We stan

Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: East Londonposted on: Posted Todayjob requisition id: JR-76522Let'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

Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. About the job Independent Financial Adviser. Comply w

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

Level 4 Diploma in Financial Advice (CII or equivalent). FCA Approved Person & Competent Adviser Status. Provide regulated financial advice and full needs analysis.

A financial consultancy firm in London seeks a Junior Financial Adviser to provide client-facing and administrative support. This role offers training in Corporate Financial Advice and involves working with SME corporate clients. Benefits include flexible working, a bonus scheme, and support for fin

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.

A London-based wealth management firm is seeking a Junior / Trainee Independent Financial Adviser to join their Adviser Academy. Candidates will undergo comprehensive training, gaining experience across various financial aspects while working closely with a Senior Adviser mentor. This position is id

A leading financial consultancy based in Norfolk is seeking an experienced Financial Adviser. Your responsibilities will include providing regulated financial advice, managing a client portfolio, and ensuring compliance with FCA standards. Ideal candidates will have a Level 4 Diploma in Financial Ad

A leading financial services recruitment firm is seeking an ambitious In-House Senior VAT Manager for a global business in London.

A respected financial planning firm in London is seeking two Trainee Financial Advisers as part of their comprehensive training program. Successful candidates will receive full funding for necessary qualifications and 1:1 mentorship from senior advisers. This is an exciting opportunity for driven in

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 reputable financial services firm in the UK is seeking an experienced Financial Adviser (IFA) to deliver high-quality financial advice and support existing clients.

Experience as a mortgage adviser. To arrange a conversation: email info@rhfinancial. RH Mortgage & Financial Solutions is a growing, independent mortgage and protection brokerage based north of York in brand new office space.