Trabajos financial adviser en WembleyCrear alertas

Overview \n Join our growing team as a Mortgage Adviser and play a vital part in helping clients achieve their homeownership dreams. In this role, you'll guide clients through the mortgage process with clarity, confidence and genuine expert advice — empowering them to make well-informed financial decisions and delivering a smooth, positive experience from first conversation to offer. It's an opportuni... \n \n ZIPC1_UKTJ

Protection Adviser – 15–20 Warm Leads Per Week | Uncapped Earnings Self-Employed | Full-Time | Office-Based | Hammersmith, London Are you an experienced Protection Adviser who knows you could write significantly more business if you had more clients to speak to? At Capricorn Financial Mortgages, our Protection Advisers generally receive around 15–20 warm leads every week through our mortgage adviser referral model and wider introducer relationships. You will be speaking to clients who are already engaged in the mortgage process and have a clear need to protect themselves, their families and their homes. This is a self-employed opportunity with uncapped earning potential, but it is not a cold start . The model is designed to give advisers a consistent flow of opportunities without having to build their own lead source from scratch. Why join Capricorn? Opportunities across life insurance, critical illness cover, income protection and family protection Clients generated through our mortgage adviser referral model and wider introducer relationships Technology and systems designed to minimise administration Training and support through Sesame and in-house at Capricorn Supportive team leader, mentor and coaching structure A collaborative, adviser-led environment focused on performance and strong client outcomes Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and provider support. Who we are looking for We are particularly interested in speaking to: Existing Protection Advisers who could write more business with stronger lead flow Mortgage & Protection Advisers looking to focus more heavily on protection Experienced insurance advisers with strong protection sales experience You will be commercially ambitious, confident speaking to clients by phone or video, and comfortable managing a consistent flow of protection opportunities from referral through to application and completion. RO5 is preferred , although strong candidates close to completion will also be considered. If limited lead flow or capped earnings are holding you back, this could be an opportunity to significantly increase your production within an established platform. Not sure whether self-employment is right for you? Apply anyway. The first conversation is confidential and there is no obligation. We will explain the lead flow, earning model and support available so you can decide whether Capricorn is right for you. Applicants must have the right to work in the UK without the need for sponsorship. TPBN1_UKTJ

A financial advisory firm in Harrow seeks an experienced Wealth Advisor to provide independent financial advice, primarily in investments and retirement planning. The role involves maintaining client relationships, ensuring compliance with regulations, and utilizing client management systems. The ideal candidate has Competent Adviser status, strong teamwork skills, and an enthusiasm for helping clients achieve their financial goals. Flexible working practices are offered in a busy office environment. #J-18808-Ljbffr

Highly reputable and growing North West London Financial Advisors firm requires an experienced Wealth Advisor. You will be the first point of contact for your clients and will provide independent advice, mainly, but not limited to, the following areas: investments, pension funding, retirement planning, tax mitigation, Trusts and IHT, protection and later life planning. • Ensure your technical knowledge is kept up to date, utilising in-house resources and support, external training and/or continued exam study as relevant., • Build good working relationships with the rest of the team, the support staff and main contacts in the accountancy practice., • Follow internal compliance processes at all times, engaging with external file checks and in house guidance and procedures regarding best practice and regulatory developments., • Ensure that client annual reviews are delivered on time and to a good standard, any adhoc client needs are met and a good relationship is maintained., • Make appropriate use of our client management system to manage tasks and log activity., • The successful candidate will have Competent Adviser status, be experienced in managing client relationships and providing advice across the spectrum of financial products and planning areas., • Ability to discuss financial markets, economic developments, investment risks and asset allocation decisions with clients where necessary., • Enthusiasm for our industry, our profession and our role in helping individuals achieve their financial goals., • A strong team player, who works well alongside others, but also independently., • Enjoys a busy office environment, although flexible working practices apply. #J-18808-Ljbffr

Mortgage Adviser 1520 Warm Leads Per Week | £100k+ Earning Potential Self-Employed | Full-Time | Office-Based | Hammersmith, London Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to speak to? At Capricorn Financial Mortgages, advisers typically receive around 1520 warm leads every week through established introducer relationships, including Dexters Estate Agents, Barratt Homes and Berkeley Group . This is a self-employed role, but it is not a cold start. Our model is built around allocated introducer accounts and consistent client opportunities, allowing advisers to focus on advising clients, converting business and growing their earnings rather than having to generate their own pipeline from scratch. What makes this opportunity different? Established introducer accounts rather than relying on self-generation First-time buyer, residential purchase, buy-to-let and remortgage opportunities £100,000+ realistic earning potential for advisers who consistently convert the lead flow provided Increasing commission split as performance targets are achieved Technology and systems designed to minimise administration Training through Sesame and in-house at Capricorn Support to achieve CAS status Dedicated team leader, mentor and coach Access to an extensive range of mortgage products and lenders Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and lender support. Why office-based? Our Hammersmith model is designed around high lead flow, rapid client contact, close collaboration and strong introducer relationships. Advisers work closely with team leaders, support teams and introducers rather than operating independently from home. This helps create a fast-moving, collaborative environment focused on converting opportunities and building long-term adviser earnings. Who we are looking for You will be CeMAP qualified or equivalent , commercially ambitious and confident converting and managing a consistent flow of client opportunities. Existing mortgage advisory experience is strongly preferred, although exceptional newly qualified candidates with a proven sales background will also be considered. You should be comfortable managing clients from initial enquiry through to recommendation, application and completion, while maintaining high standards of advice and customer outcomes. This is not a traditional self-employed brokerage model where you are expected to find all of your own business. Capricorn provides the platform, introducer relationships and client opportunities; your focus is on advising clients and converting those opportunities. If limited lead flow, capped earnings or a lack of opportunity are holding you back, this could provide a significantly stronger platform for growth. Not sure whether self-employment is right for you? Apply anyway. The first conversation is confidential and there is no obligation. We will explain the lead flow, commission structure, support model and earning opportunity so you can decide whether Capricorn is right for you. Applicants must have the right to work in the UK without the need for sponsorship. TPBN1_UKTJ

St Luke’s Hospice seeks an experienced and values-driven Head of Finance to lead and develop its finance function during an important period of organisational evolution. As a respected local charity providing specialist palliative and end-of-life care across Harrow and Brent, St Luke’s relies on strong financial leadership to support its mission and long-term sustainability. The successful candidate will combine technical excellence with commercial awareness and compassionate leadership, ensuring robust financial stewardship while working closely with senior colleagues to help shape the future of the organisation and the services it provides to the community. St Luke’s provides free specialist care to around 2,000 patients annually and incurs care costs of approximately £11 million each year. It is a well-established independent charity dedicated to providing specialist palliative and end-of-life care to people living in Harrow and Brent. Its vision is a world where everyone with an incurable illness can access the care they need to live well, where families and carers receive support and where individuals can die with dignity in the place of their choice. All services are provided free of charge, made possible through NHS funding, retail operations, fundraising activities, volunteers and the generosity of the local community. For decades, St Luke’s has been making every moment matter for patients and their loved ones throughout some of life’s most challenging circumstances. Reporting to the Director of Finance & Commercial, the Head of Finance will play a pivotal role in strengthening the hospice’s financial operations and supporting its long-term sustainability. This is a hands‑on leadership role combining technical excellence, strategic business partnering and organisational change delivery. A particular focus of the role will be modernising finance processes and leading the implementation of a new financial accounting system, helping to improve reporting, efficiency and financial insight across the organisation. Key responsibilities include: • Leading the finance team and overseeing all day‑to‑day financial operations., • Delivering a finance systems implementation programme and embedding new ways of working., • Improving financial reporting, budgeting and forecasting capability., • Developing effective business partnering relationships across the organisation., • Ensuring strong governance, financial controls and compliance., • Supporting strategic decision‑making and organisational transformation initiatives. We are seeking an ambitious, CCAB‑qualified or qualified by experience finance professional who combines strong technical expertise with a collaborative and compassionate leadership style. You will be motivated by purpose and excited by the opportunity to use your skills to support an organisation making a genuine difference in people’s lives. You will be equally comfortable operating strategically and managing operational detail, bringing the credibility and confidence required to influence stakeholders at all levels. Experience gained within the charity, healthcare, public sector or broader not‑for‑profit environment would be valuable, although charity reporting experience is essential along with an understanding of mission‑led organisations. Most importantly, you will share St Luke’s values, possess excellent communication skills, and be able to translate complex financial information into clear, practical insight. This role offers the opportunity to be a trusted adviser, influential leader and key contributor to the continued success and sustainability of a highly respected hospice. We are particularly interested in candidates who have led finance transformation projects, including the implementation of financial reporting systems. You will have the ability to balance project delivery with day‑to‑day operational leadership, bringing both technical expertise and strong stakeholder management skills to ensure lasting organisational benefit. St Luke’s Hospice are working with Peridot Partners to recruit for this role St Luke’s Hospice are equal opportunity employers and particularly welcome applications from groups who are currently under‑represented in our staff. Please note:We will not be able to employ you if you are not eligible to work in the UK. We will not be able to obtain a work permit on your behalf. #J-18808-Ljbffr

Lead the financial future of St Luke's Hospice, helping ensure exceptional palliative care services continue to support local families when they need them most., Reporting to the Director of Finance & Commercial, you will play a pivotal role in strengthening the hospice's financial operations and supporting its long-term sustainability. This is a hands-on leadership role combining technical excellence, strategic business partnering and organisational change delivery. A particular focus of the role will be modernising finance processes and leading the implementation of a new financial accounting system, helping to improve reporting, efficiency and financial insight across the organisation. We are seeking an ambitious, CCAB-qualified or qualified by experience finance professional with strong technical expertise and a collaborative and compassionate leadership style. You will be equally comfortable operating strategically and managing operational detail, bringing the credibility and confidence required to influence stakeholders at all levels. Experience gained within the charity, healthcare, public sector or broader not-for-profit environment would be valuable, although charity reporting experience is essential along with an understanding of mission-led organisations. We are particularly interested in candidates who have led finance transformation projects, including the implementation of financial reporting systems. Most importantly, you will share St Luke's values, possess excellent communication skills, and be able to translate complex financial information into clear, practical insight. If you're motivated to be a trusted adviser, influential leader and key contributor to the continued success and sustainability of a highly respected hospice, we welcome your application. St Luke's provides free specialist care to around 2,000 patients annually and incurs care costs of approximately £11 million each year. It is a well-established independent charity dedicated to providing specialist palliative and end-of-life care to people living in Harrow and Brent. All services are provided free of charge, made possible through NHS funding, retail operations, fundraising activities, volunteers and the generosity of the local community. For decades, St Luke's has been making every moment matter for patients and their loved ones throughout some of life's most challenging circumstances. Its vision is a world where everyone with an incurable illness can access the care they need to live well, where families and carers receive support and where individuals can die with dignity in the place of their choice - and this is your opportunity to support their vital work. #J-18808-Ljbffr

We are working with a highly successful and well-established financial advisory firm based in North London, with almost three decades of experience providing independent, whole-of-market mortgage and financial advice. A minimum of 2 years of previous experience as a Mortgage Adviser or Mortgage Brok

Job Title: Manager Location: Ruislip Package: £55,000-£70,000, 28 days holiday, auto enrolment pension, and more Working Hours: Full time, Monday-Friday, 9am-5:30pm A highly experienced Accountancy Practice in Ruislip, are hiring for an Accounts and Tax Manager, to join their growing team. A small-medium sized practice, made up of 15 members of staff, they are maintain their reputation by servicing an ever-growing portfolio of clients This role is crucial to this practice. The successful candidate will be working closely with the 2 directors in the practice, and will be overseeing the accounts and tax teams, 70/30 split between accounts and tax. This will include delegating tasks, reviewing work, providing mentoring, as well as hands on client management and support. If you are an experienced and tax professional looking for a management role within a well established firm then look no further Accounts & Tax Manager Job Responsibilities • Manage a portfolio of clients, overseeing the preparation and review of statutory accounts, management accounts, and financial reporting assignments., • Oversee personal, corporate and partnership tax compliance, ensuring returns are prepared accurately and submitted within deadlines., • Provide proactive tax planning and advisory services to individuals, owner-managed businesses and corporate clients., • Lead, manage and develop the accounts and tax teams, including workflow management, delegation of work, performance reviews, training and mentoring., • Review work completed by team members, providing technical guidance and ensuring compliance with professional and regulatory standards., • Build and maintain strong client relationships, acting as a trusted adviser and primary point of contact for accounting and tax matters., • Identify opportunities for additional services, process improvements and business development, contributing to the growth of the practice., • Support partners and directors with complex technical matters, practice management initiatives, HMRC enquiries and strategic advisory projects. Accounts & Tax Manager Job Requirements • ACA, ACCA, are preferred. Qualified by experience can be considered, • Minimum of 5 years accountancy practice experience, • Must be comfortably able to commute to Ruislip, • Should be a self-motivated, enthusiastic, and proactive individual, • Should have portfolio management experience, and experience reviewing accounts and tax work completed by juniors, • Experience in Sage, QuickBooks, IRIS, and Xero is advantageous Accounts & Tax Manager Salary and Benefits • Salary is dependent on experience, and will range anywhere from £55,000-£70,000 (depending on experience), • 28 days holiday including bank holidays, • Flexibility in working hours, • Auto-enrolment to company pension, • Standard sick pay contribution, • Private Medical Scheme, • On-site parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for. JBRP1_UKTJ

Join our growing team as a Mortgage Adviser and play a vital part in helping clients achieve their homeownership dreams.In this role, you'll guide clients through the mortgage process with clarity, confidence and genuine expert advice empowering them to make well-informed financial decisions and del

Plenty of good advisers leave the industry for reasons that have nothing to do with how good they were.

The Candidate Level 4 Diploma in Financial Planning is essential and a coaching qualification is desirable Experience working within the Wealth Management or Financial Planning industry either as an Adviser coach or Adviser Development Manager, or a Financial Adviser who would like to move into a

Looking to expand the team and take on an adviser support. An exam or two towards the level 4 diploma in regulated financial planning would be great along with experience using. Act as the primary point of contact for clients on behalf of the Adviser.

Level 6 / Chartered Financial Planner status (desirable)Proven background as a Financial Adviser or Wealth Planner, ideally within personal injury, medical negligence, or court of protection work. We are looking for an experienced and empathetic Specialist Financial Adviser to join our growing team

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. Working alongside other Financial Advisers, you will be required to manage existing client relationships along with generating revenue through the acquisi

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. Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportuni

You’ll contribute to research and report writing across pensions, investments, tax planning, trusts and protection, with close collaboration to Financial Advisers. Exchange Street Claims & Financial Services is seeking a paraplanner to join a busy technical planning team. A Level 4 Diploma in Fina

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

As a Corporate Financial Planner, you will take ownership of a portfolio of corporate clients, providing expert advice across the full range of workplace and business financial planning disciplines. Skilled at translating complex financial concepts into clear, practical advice. Experience preparing

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

My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate. Our client has not had an Adviser leave the business since 2000 and all advisers, within their

RGH-Global Ltd is recruiting a Financial Adviser in Bournemouth to join an established wealth management practice. You'll provide high-quality financial planning and ongoing advice, with a hybrid working arrangement and a competitive package including a bonus. A Level 4 Diploma in Financial Planning

Octopus Legacy is seeking a Financial Adviser to deliver holistic, planning-led advice within a high-growth team. This role offers autonomy within a broader financial services function, with a strong emphasis on client-centric service, regulatory compliance, and career growth as you scale your advis

Castle Wealth is looking for an Independent Financial Adviser to take responsibility for an established and manageable client bank within our growing independent financial planning business. You will be a Level 4 Diploma-qualified Financial Adviser with experience of working directly with clients an

Exchange Street Claims ltd is recruiting a financial adviser to service an existing client base with full paraplanning and admin support. You’ll become part of a national firm that acquires client banks from retiring advisers.

Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and lender support. Mortgage Adviser Cambridgeshire. Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to sp

Are you an experienced Financial Adviser looking to join a growing, independent financial planning business where you can play a genuine role in the next stage of its growth?. As part of this continued expansion, they are looking to appoint experienced Financial Advisers who want to do more than sim

We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser, who are looking to take the next step into a client-facing financial advice role. Job Title: Junior Financial Adviser. This is an excellent

Carry out structured financial reviews and implement suitable planning strategies. Background within financial services, with a minimum of 2-3 years industry experience. Structured training programme designed to support progression to Competent Adviser Status.

London seeks a Chartered Financial Adviser to join a well-established, client-facing team and manage an existing portfolio with high-net-worth clients.

Exchange Street Claims & Financial Services is seeking a level 4 qualified financial planner (IFA or restricted) to advise clients on pensions and investments. You’ll be empowered as a self-starter, with CAS and 2+ years of adviser experience.

Shelter is seeking a Financial Resilience Adviser to deliver debt, housing and welfare benefits advice and advocacy.

A leading financial training provider in the UK seeks motivated individuals for its program to become qualified financial advisers. Successful candidates will receive structured training and support to develop their careers in financial planning, focusing on interpersonal relationships and networkin

As a Financial Adviser, the work centres on be responsible for a customer database in your area, which you will build. We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Scotlandregion. Understanding of the financial servic

James's Place in London is seeking ambitious financial advisers to join our expanding operations. You will provide holistic financial planning advice to private and corporate clients across the UK, building quality, long-term relationships and delivering true financial guidance. We support your tran

IDEX Consulting Ltd is seeking an experienced Financial Adviser to take ownership of an established Colchester-based client book in East Anglia, delivering holistic financial planning and investment advice across a substantial portfolio (up to £50m AUM).

Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and lender support. Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to speak to?. For the right adviser, t

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, Independ

A financial advisory firm in London seeks a Financial Adviser to provide holistic financial advice to clients. The ideal candidate has a Level 4 Diploma in Financial Advice and at least 3 years of experience.

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

Are you an experienced Financial Adviser looking to join a growing, independent financial planning business where you can play a genuine role in the next stage of its growth?. As part of this continued expansion, they are looking to appoint experienced Financial Advisers who want to do more than sim

A leading financial advisory firm in Southwest London is seeking a newly qualified Financial Adviser. Ideal candidates should possess a Level 4 Financial Advice Qualification and have strong compliance awareness.

This role will be part of our ongoing work with our Hero Partner which aims to build financial resilience and break the cycles that lead to financial exclusion and poor financial health negatively impacting people’s housing situations. Join Shelter as a Financial Resilience Adviser in our mission

LGBT Great in Greater London is seeking a dedicated Employed Financial Adviser to provide expert financial advice and planning services. You will deliver tailored financial solutions, develop strong client relationships, and maintain up-to-date knowledge of financial regulations. Suitable candidates

I'm currently working with a highly regarded boutique Independent Financial Advice firm in London that is looking to appoint an employed Financial Adviser to join its growing team. This would suit an ambitious Financial Adviser who wants the security of an existing client bank combined with the oppo

Financial Planning Firm in London is seeking a Desk-Based Financial Adviser to work with an existing client base using video, telephone and in-person meetings. You will help clients achieve long-term financial wellbeing and build strong relationships, while advancing toward Chartered Financial Plann