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Compliance Officer – Wealth Management \n\n West Midlands | Hybrid Working\n\nFull-time, permanent role (37.5 hours per week)\n\nHybrid working with flexible arrangements\n\nSalary: £45,000 – £50,000 per annum (dependent on experience and qualifications)\n\nWe have an exciting opportunity for a suitably qualified and experienced Compliance Officer to join a growing firm of Independent Financial Advisors based in the West Midlands.\n\n Currently celebrating 10 years in business, the firm has grown organically and now supports a team of 7 IFAs, with ambitious plans for further growth over the coming years. This includes opening additional sites, recruiting more IFAs, and adopting AI-driven solutions to automate back-office processes. Maintaining robust compliance frameworks during this period of change is a key priority.\n\nKey Responsibilities\n\nMaintain up-to-date knowledge of regulatory requirements and advise senior management on changes\n\nCompliance monitoring and reporting\n\nFile checking and client file reviews\n\nFCA reporting\n\nMaintaining the FCA Directory\n\nAdviser training and competency oversight\n\nFIT assessments\n\nPolicy review and updates\n\nMandatory training and CPD monitoring\n\nEnsuring adequate insurance cover, including PII and Cyber Security\n\nComplaints handling, resolution, and reporting\n\nUndertaking due diligence\n\nThe Right Person\n\n This role is ideal for an individual progressing toward a Compliance Manager position who has the experience, ambition, and drive to join the management team and play a key role in the firm’s continued growth as UK financial services evolve.\n\n The successful candidate will be:\n\nSelf-motivated and highly organised\n\nDetail-oriented with strong accuracy\n\nConfident, decisive, and influential\n\nResults-focused\n\nAble to multitask and meet deadlines\n\nStrong in interpersonal skills and emotional intelligence\n\nA professional and effective communicator\n\nEssential Requirements\n\nMinimum 2 years’ experience in an IFA Compliance Officer role\n\nLevel 4 Diploma in Regulated Financial Planning (CII or LIBF), or working towards completion\n\nStrong working knowledge of FCA regulations relating to IFA firms\n\nProficiency in Microsoft Office\n\nWorking knowledge of research and provider systems\n\nProfessional written and verbal communication skills\n\nPackage & Benefits\n\nFull-time, permanent role (37.5 hours per week)\n\nHybrid working with flexible arrangements\n\nSalary: £45,000 – £50,000 per annum (dependent on experience and qualifications)\n\nComprehensive employee benefits package following probation, including:\n\nCompany pension\n\nFlexitime\n\nHealth & wellbeing programme\n\nPrivate medical insurance\n\nHome working

Financial Services Administrator\n\nLocation: Market Harborough or Birmingham (Hybrid)\n\nEmployment Type: Full-Time (with an early Friday finish!)\n\nSalary: Up to £30,000 depending on experience\n\nWe are looking for an experienced Financial Services Administrator to join our Client Servicing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.\n\nYou will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training\n\nWhy Join Radiant?\n\nWe believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you’ll benefit from:\n\n * Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working\n\n * Generous time off: 28 days holiday + bank holidays + your birthday off\n\n * Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions\n\n * Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts\n\n * Career development & progression: Access to the Radiant Academy for structured training.\n\n * Team culture: Join a collaborative, approachable group of professionals who value both excellence and support\n\nWhat You’ll Be Doing\n\n * Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.\n\n * Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.\n\n * New Business Submission: use client database to track new business and current position, updating planner accordingly.\n\nWhat You’ll Bring\n\nKnowledge\n\n * Must have excellent understanding of the financial planning process.\n\n * Must have excellent communication skills and telephone manner\n\nExperience\n\n * Proven experience in an IFA Financial Services Administration Role\n\nSkills / Personal Attributes\n\n * Proficient IT skills, basic spread sheet and database knowledge.\n\n * Good planning and effective organisational skills.\n\n * Honesty and integrity.\n\n * Methodological approach to work.\n\n * Strong written and verbal English literacy skills are essential.\n\nApply Now!\n\nIf you’re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we’d love to hear from you.\n\nPlease note: All applicants must be willing to undergo background screening, including police and bankruptcy checks

Job Description\n\nAdvice Checker / File Reviewer\n\n 📍 Location: Birmingham or Barnstaple or Market Harborough (Hybrid)\n\n 🕒 Employment Type: Full-Time (with an early Friday finish!)\n\n 💰 Salary: Up to £(phone number removed) depending on experience\n\nWe are seeking a diligent and detail-oriented Advice Checker / File Reviewer to join our regulated IFA business. The successful candidate will be responsible for reviewing client files and advice cases to ensure compliance with the standards set by the Financial Conduct Authority (FCA) and the firm’s internal Compliance procedures. This is a key role in maintaining the integrity and quality of our advice process.\n\nYou will work from our Birmingham or Market Harborough office, but with the ability to work from home.\n\nWhat You'll Bring\n\nLevel 4 Diploma in Financial Planning (or equivalent) is essential.\nPrevious experience in a compliance, file checking, or paraplanning role within a regulated IFA environment is essential.\nExcellent written and verbal communication skills, with the ability to provide feedback in a clear, professional, and constructive manner.\nStrong organisational skills and the ability to work autonomously, managing a varied workload to defined deadlines.\nMeticulous attention to detail and a sound understanding of FCA requirements and best practice in financial advice.\n\nWhat You'll Be Doing\n\nConduct thorough reviews of advice files to a defined standard, ensuring all recommendations and documentation meet FCA and company requirements.\nDeliver clear, constructive, and developmental feedback in both written and verbal forms to Planners and Paraplanners, supporting continual development across the team.\nIndependently manage and prioritise a personal workload, meeting review deadlines and maintaining accurate records of outcomes and actions required.\nStay up to date with regulatory changes and internal process updates, applying these consistently in file reviews.\nProactively identify trends and systemic issues and liaise with compliance and management teams to escalate any concerns identified during the review process.*Principle 11 – A firm must deal with its regulators in an open and cooperative way and must disclose to the Regulator appropriately anything relating to the firm of which they would reasonably expect notice.\n\nWhy Join Radiant?\n\nWe believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you’ll benefit from:\n\nWork-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day in the office required.\n\nGenerous holiday package: 28 days annual leave + bank holidays, plus your birthday off.\n Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions.\n\nHealth & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts.\n\nProfessional growth: Ongoing training and career development through the Radiant Academy.\nFriendly team culture: Join a collaborative, approachable group of professionals who value both excellence and support.\n\nApply Now\n\nIf you’re ready to take the next step in your paraplanning career—developing your technical skills, working alongside a team that values you, and helping clients achieve their goals—we’d love to hear from you.\n\nPlease note: All applicants must be willing to undergo background screening, including police and bankruptcy checks

IFA Administrator\n Warwick Based\n Hybrid Working (2 Days WFH)\n Up to £35,000 DOE\n 23 Days Holiday + Bank Holidays (increasing with service)\n Pension, income protection, life assurance, employee assistance program (EAP), wellness support, and financial wellbeing services\n \nDo you want to work for a company with a strong identity, clear values, an exceptional culture, and a meaningful purpose? Are you looking for better work-life balance? Then this could be the role for you.\n My client believes financial planning is about more than just advice – it’s about creating a roadmap for a life well-lived. They are a team of values-driven professionals passionate about independent financial planning, united by a common goal: to enrich the lives of the people they work with.\n \nResponsibilities\n \nObtaining and compiling provider information and client-specific illustrations \nRunning risk profiling via FE Analytics and assisting with research \nProcessing and tracking new business submissions across investments, pensions, protection, and mortgages \nCommunicating with clients, updating them on progress, and providing exceptional service \nPreparing valuation reports, performance documentation, and review checklists \nManaging fund switches, ensuring compliance with MIFID II requirements \nCompleting withdrawal instructions and maintaining accurate client records \nSupporting and mentoring colleagues where required Required Experience\n \nMinimum 5 years’ IFA administration experience \nExcellent communication skills with a client-focused approach \nStrong product knowledge and compliance awareness \nHighly organised with exceptional attention to detail \nTeam-oriented, proactive, and adaptable Apply now for this exciting IFA Administrator role

Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names.\n\nOur client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly.\n\nDue to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams.\n\nTHE ROLE:\n\nWorking closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service.\n\nYour responsibilities will include:\n\nObtaining provider information (LOAs) and client illustrations\n\nProcessing new business across pensions, investments and protection\n\nSubmitting applications to providers and platforms\n\nRunning risk profiler results via FE Analytics\n\nAssisting with research and fund switch reports\n\nPreparing client valuation reports and review documentation\n\nProcessing withdrawals and client instructions\n\nMaintaining accurate client records on the back-office system\n\nLiaising with clients and providers to resolve queries\n\nWHAT WE'RE LOOKING FOR:\n\nExperience within an IFA/Financial Planning environment\n\nStrong knowledge of pensions and investment products\n\nExcellent organisation and attention to detail\n\nStrong communication and client service skills\n\nA proactive and collaborative approach\n\nWHAT'S ON OFFER:\n\nCompetitive salary\n\nHybrid working – 3 days office/2 days home\n\nPrivate pension\n\nGenerous holiday allowance, increasing with service\n\nGroup life cover, x4 salary\n\nIncome protection\n\nCompany sick pay\n\nEmployee Assistance Programme\n\nFinancial wellbeing support\n\nExam support and ongoing professional development\n\nClear progression opportunities, including Paraplanning for example\n\nThis is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity.\n\nIf you’re an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we’d love to hear from you.\n\nPlease apply to us here at Recruit Wealth for an immediate response

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and collaborative team on a shared journey of success. The work environment is hybrid, offering flexibility to balance office and home working. When in the office, youll be based in an iconic, professional, and inviting corporate space that reflects the companys high standards and progressive outlook. Personality This role is suitable for an individual with previous experience in Wealth Management, in a paraplanning or senior IFA Support role. You will focus on complex areas of financial planning and provide robust technical support to ensure the business standards are cautiously met whi...

IndependentFinancialAdviser Remote/HomeBased ClientBaseProvided Salary plusbonusesOTE£80,000-£100,000 AIndependentFinancialPlanningfirm islookingtoappointanexperiencedFinancialAdviserorIFA.Theyhavebuiltthefirmonthebackofthelifelongpartnershipsandclosepersonalconnectionstheyhavecreatedwiththeirclients.Theyputtheclientattheforefrontofeverythingthefirmdoes. The roleisremote/homebased andtherewillbeaclients toserviceandnurture.Theadvicecanbegivenbyvideo,facetofaceorbyphoneifrequired.TheyalsoofferfullparaplanningandadministrationsupportalongwithmarketleadingITandsoftware. Inreturnthereisacompetitivepackagewith abonusstructuregenuineOTEof£80,000-£100,000 whichisaimedatrewardingtheIFA/FinancialPlannerforthehighlevelofservicerequired. Thisroleisanoutstandingopportunityforadriven,ambitiousandexperiencedindividualwhoislookingforthenextstepintheircareer. YouwillbeminimumofDiplomaandhaveexperienceasaFinancialAdviser/Planner/IFA. PleasesendyourCVtoDouglasMcDougallformoreinformationonthisopportunity. TPBN1_UKTJ

Interested in this role You can find all the relevant information in the description below.Specialist Recruiters in Financial Services.Staffordshire (Office-based with some flexibility).Pension (3% employer / 5% employee contribution).Office xrnqpay closure over Christmas period (discretionary).Priv

Independent Financial Adviser (IFA) Experienced Adviser Wanted A highly reputable and well-established financial services firm is currently seeking an experienced Independent Financial Adviser (IFA) to join their growing team. What Were Looking For Proven experience as an Independent Financial

Radiant Financial is on the lookout for an experienced Financial Services Administrator to join their Client Relationship team in Birmingham. Ideal candidates will have proven experience in financial services and effective communication skills.

A regulated IFA firm is seeking a diligent Advice Checker / File Reviewer to ensure client files meet compliance standards.

Regional Sales Executive - North Midlands Harron Homes is looking for an ambitious Regional Sales Executive with experience in the New Home Sales Market. This is an excellent opportunity to join a successful and growing housebuilder where you will be at the forefront of delivering exceptional customer experiences and achieving strong sales results. This role will be covering our sites across Nottinghamshire. In this role, you will manage the full customer journey, from initial enquiry through to completion. Ensuring every buyer receives a professional, supportive, and positive experience. You will be responsible for driving sales, following up leads, presenting the sales or show area, to the highest standard, and maximising revenue opportunities. We are seeking a motivated sales professional with a proven track record in new build sales, excellent communication skills, and a strong knowledge of the housing market. What’s on offer? Competitive salary Clear commission structure 5% commission on all extras Extra earning potential to use recommended solicitors, IFA and 6 week exchange! We believe Harron Homes is a place for everyone, no matter where you come from, what you look like or how you identify. Please note due to the volume of applicants, if you have not heard from us within 14 days, please accept this as confirmation that we will not be progressing with your application further on this occasion

A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries.The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.Candidates should have at

A progressive investment firm in the UK seeks an Internal Business Development Executive/Manager to enhance client relationships and achieve sales targets.The ideal candidate will show exceptional customer service skills, ideally with experience in a phone-based sales environment, and a strong under

Experience within an IFA/Financial Planning environment. If you’re an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we’d love to hear from you. Due to continued expansion and increasing client demand, they are now looking to recruit e

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a

Position: Senior IFA Administrator.

Understanding the IFA landscape and delivering presentations, insights, and updates consistent with industry best practise. Working with the marketing team to produce collateral for an IFA audience, e. The successful candidate will be confident talking about financial markets and Saltus investment p

The ideal candidate will have experience in an IFA environment, strong knowledge of investment products, and excellent communication skills. Recruit Wealth Limited is looking for an experienced IFA Administrator to join their team in West Bromwich, UK.

Integro Partners in the Coventry area is looking for a Hybrid IFA Administrator / Paraplanner to join their team.

Proven IFA/financial advisory experience (essential). If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you. Senior Administrator – IFA Experience Essential.

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills.

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre.

Our client, a sustainable, rewarding, and award-winning company dedicated to enhancing clients’ lives and financial well-being, is seeking Wealth Managers for their Moscow-based role, requiring relocation.They invite individuals who aspire to join them on their journey of continued growth.In addit

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candida

Prestige IFA are seeking a highly skilled and motivated Remote International Financial Advisor,.

A leading financial planning firm in Liverpool is seeking a Financial Administrator to support Financial Advisors with compliance and administration tasks.The ideal candidate will have experience in financial services and ideally be working towards a Diploma in Financial Planning.This role offers a

A leading digital media organisation in Greater London seeks a Business Development Manager to drive growth in the Wealth Management sector.This hybrid position requires a sales-oriented professional with strong relationship-building skills.Responsibilities include securing new business and managing

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their high-performing team in Braintree, Essex.

A financial services recruitment agency is offering a Paraplanner role in Gloucestershire.This position allows for more autonomy and is ideal for candidates looking for a part-time opportunity.The successful applicant will have at least two years of Paraplanner experience and will work closely with

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a n

The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong knowledge of the UK IFA landscape. This role involves selling Aviva Investors’ products, developing relationships with Independent Financial Advisers (IFAs), and meeting sales targets across various asset cl

Lead the team supporting the IFA channel, including:. IFAs clearly understand and confidently recommend Penfold. Penfold’s strategy, growth, and commercial performance across the IFA channel.

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team.

A leading financial services provider is seeking a Remote International Financial Advisor to guide clients through financial planning and wealth management strategies.This full-time position requires proven experience in financial planning, extensive knowledge of estate planning, and strong communic

Candidates should have a Level 4 Diploma or be working towards it, with a background in financial services, particularly within IFA environments.

Are you an organised, people-focused Sales Co-ordinator who thrives in a fast-paced environment?.Our client is a leading UK manufacturer with a proud family heritage, offering a supportive team, and standout perks like your birthday off and early Friday finishes! Apply today!.Salary up to £27,000 p

The role is suitable for candidates with 1–2 years of experience in financial services administration, ideally within an Independent Financial Adviser (IFA) environment.

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to deta

A financial planning firm seeks an experienced IFA Relationship Manager / Product Specialist in their London office.

A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm.

A leading fintech company in the UK is looking for a Head of IFA Partnerships to spearhead their IFA strategy and drive revenue growth.

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast.They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in thei