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Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages You will receive a good number of mortgage leads, plus pension and investment leads. This will enable you to be busy providing all types of advice and build your skillset as a Financial Advisor. Typically, their clients have adopted technology and are happy to have reviews via video calls or in person if convenient. In addition, they have a large book of legacy clients for contacting and converting onto client servicing agreements, which could significantly boost the client bank. On top of this, they have 4 successful Mortgage Advisors who could refer quality wealth business to you. Mortgage Advisor and/or Financial Advisor Requirements • You must fully CeMAP qualified (or equivalent) and experience as a Mortgage Advisor, • Plus, you should hold your full Level 4 Diploma in Regulated Financial Planning (or equivalent) This established financial advisory and mortgage brokerage based in the North West understands the importance of looking after their clients at all stages of their financial planning. They are looking to expand their team...

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well know institutions. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: • the legal right to work in the UK, • a demonstrable proven track record of consistent success within your current role

Ideas People Trust Were BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate todays changing world. Well broaden your horizons Our Advisory team provide a wide variety of services that deliver value-led advice and outcomes. They have an in-depth knowledge of business, industry sectors and markets and understand the constantly changing risks and opportunities at the heart of our clients affairs. The team work across strategy, operations and improvement as well as at a transactional and defined project level. From technology to risk advisory, theyre experts in following through on top-level instructions and resolving the finer details - all in one straight-forward package. When you join them, youll work on some of the worlds most exciting financial operations and business deals, building your experience and expertise alongside the brightest minds in the industry. Well help you succeed Join us as a Senior Manager in our Business Restructuring team, where your focus will be primarily on proactively managing advisory assignments. Youll manage complex client engagements, whilst supporting junior colleagues to ensure they grow and succeed. Alongside this you will continue to develop your existing relevant technical and accountancy knowledge through on-the-job experience and a variety of training opportunities. In addition, there are a range of opportunities to become involved in business development initiatives. This role is responsible to a designated director or partner on specific cases and ultimately to a dedicated people manager. The Business Restructuring team works on a wide variety of dynamic projects and the candidate will receive exposure to a large number of assignments. This is an exciting opportunity for anyone looking for a constant variety of unique challenges. What Were Looking For: Relevant professional qualification (ICAEW/ACCA, and an insolvency qualification is a plus but not essential). A demonstrable track record at Manager/Senior Manager level. Strong working knowledge of Excel, PowerPoint. Excellent written and numerical skills. Good organisational skills to manage your time effectively. Willingness to learn and embrace new challenges. Self-motivated and enthusiastic team player. Were in it together Mutual support and respect is one of BDOs core values and were proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, well support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, youll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so weve invested in state-of-the-art collaboration spaces in our offices. BDOs people represent a wealth of knowledge and expertise, and well encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, youll never stop learning at BDO. Were looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why were always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions Weve got a clear purpose, and were confident in our future, because were adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

This Financial Adviser opportunity is with a predominantly mortgage focused business, you would have the opportunity to work closely with the Mortgage Advisers for wealth leads and build on the existing pipeline. It puts the development of its colleagues, advisers and firm support staff first with i

Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Liverpool offices.The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing.Our client is a well-known, award winning a

The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning to expand the firm's wealth planning business.

Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Liverpool offices.The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing.Our client is a well-known, award winning a

Head of Corporate Solutions – Wealth Management - Salary £75,000 - £85,000 DOE + Excellent Benefits.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

Home-Based Wealth Advisor / Financial Advisor / Financial Planner – Thames Valley. Cameron James Professional Recruitment – Financial Services & Wealth Management Specialists. The existing Wealth Advisor earns over.

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investme

This role is based outside the UK and commences in January 2026 for for a training period before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advisory companies globally, offering a unique opportunity for ambitious indivi

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

Our clients Private Client (wealth) planning is a top tier department.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

They work across wealth & asset management, investment management, pensions, and retail investments to deliver long lasting change. Their clients include global asset managers, private banks, platform providers and scaling WealthTech firms. Wealth & Asset Management Consulting Director.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

An international consulting firm is seeking a Consulting Director to lead their expanding Wealth & Asset Management team in London.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

Candidates should have over 5 years of wealth management experience and relevant qualifications, offering a salary of £90,000 – £110,000 with performance bonuses.

The Wealth team specialises in high‑quality qualitative & quantitative research with wealthy audiences across different categories, with a particular focus on luxury and wealth management sectors. Global Head of Wealth | Market Research. Shape and implement a comprehensive global wealth strategy t

A leading events company in the UK is seeking an Event Sales Director to drive revenue across a portfolio of asset and wealth management events.

Director of Investor Relations – Private Wealth & Institutional Capital – Private Equity | UK. Candidate Profile: Private Wealth Capital Formation. Skilled at providing strategic investment guidance to sophisticated private wealth stakeholders.

Our client is a UK Wealth Manager with an internal ACD structure seeking a board-level leader to head fund services and investment operations.

An exciting opportunity to join this top-tier Legal 500 and established Private Wealth team at Director level. The opportunity is within their Private Wealth team; you will be working with an established team of experts who specialise in trust and tax work, estate/will planning, and a broad range of

This will span the Private Wealth EMEA private banking and wealth management investor base for Blackstone’s closed-ended and open-ended funds across all asset classes. Proactively support the team in building and maintaining home office relationships at private banks and wealth management platform

Wealth Management Administrator. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

Wealth Manager — Gloucestershire, United Kingdom (Hybrid Working). Wealth Manager role with an established Financial Advisory firm in Gloucestershire.

In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses. Referrals increase your chances of interviewing at Succession Wealth by 2x. This range is provided by Succession Wealth.

This role is ideal for a high‑achieving Wealth Manager or Financial Adviser who can deliver full‑spectrum, HNW/UHNW wealth management advice. We are a fast‑growing, owner‑managed wealth management and private office firm located in Oxfordshire and London. Financial Advisor / Wealth Manager �

A financial services company in Greater Lincolnshire is seeking a qualified Level 4 Paraplanner for a sales-focused position.The role involves identifying new sales opportunities and selling financial products to individual and corporate clients.A sales background and knowledge of the financial mark

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

A financial services firm is seeking an Onboarding Officer to manage the onboarding journey for clients.The role involves guiding clients through documentation requirements and ensuring compliance with investment standards.Ideal candidates will have experience in client onboarding or financial servi

Recruitment Consultant at deVere Group for Europe, Africa & Latin America.Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group

Know your customer (KYC), source of wealth (SoW), IFA / wealth management. As an Onboarding Officer, you’ll guide new and existing clients through the post-report stages of their investment journey, ensuring all documentation, Source of Wealth (SoW) requirements, and application forms are accurate

A well-established financial planning firm in West Midlands is seeking an ambitious Independent Financial Adviser to join their growing Private Client team.You will provide holistic financial advice across various areas and manage a well-established client portfolio.The ideal candidate should have a

Product Owner Wealth Management. We’re looking for a Product Owner - Wealth Management who will lead the creation of this proposition from the ground up. Be the expert and central point of contact on wealth management;.

Get notified about new Wealth Management Associate jobs in. Private Wealth Management, Interest Rate Strategist, Associate, London.

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide, providing products and services that include current accounts, credit cards, personal loans, mortgages, savings, investments, insurance and wealth management.

A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to work remotely.

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high‑potential trainees to join our elite programme.Flights to Malta

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation.

HR Officer – Wealth Management. Our client is an established Wealth Management company, highly recognised with a fantastic reputation.

A financial services company is seeking an Onboarding Officer to guide clients through the investment process, ensuring compliance with KYC and SoW requirements.The role involves engaging with clients, verifying documentation, and maintaining clear communication throughout the onboarding journey.Can

A leading wealth management firm in Liverpool is seeking an experienced Paraplanner to join their team.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical

Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. Effective delegation of workflow to the Wealth Planning administrator. Maintain a thorough technical knowledge and awareness of latest developments in the Wealth

Please note:This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary tr