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    Financial Adviser

    Recruit UK

    Finance
    Hybrid
    Cheshire, Chester
    Permanent
    Competitive

    Job Title: Financial Adviser Industry: Financial Advice Location: Chester Salary: £75,000 Reference Number: 10533 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join an Independent Financial Advice Firm in Chester. We are representing an excellent financial advice firm, well established 25yrs+ who specialise in providing financial advice to a diversity of Private clients. The company have a substantial HNW client base. They are growing and they are successfully increasing their gross annual revenue and have a secure and stable environment that is friendly and supportive. Our client has a strong regional presence, they are currently seeking an experienced Financial Adviser to join their firm to take over a retiring Advisers substantial HNW client book (£60mil FUM) and deal with regular HNW client leads providing whole of market financial advice on Pensions, Protection and Investments. This is a great proposition that is offering guaranteed access to HNW clients/leads. They have lots of professional connections providing many introductions. All advisers at the firm receive full professional support through a dedicated Paraplanning and Administration team, releasing their adviser's time to focus on building a strong business. What's in it for you: Financial Adviser - Financial Adviser position - Chester - Basic Salary up to £75,000 - Negotiable dependent on experience - Excellent bonuses - OTE £100k+ - Existing HNW Client bank (Circa £60mill FUM) - High Net Worth client leads - Excellent benefits package incl Car Allowance - Offices in Chester with Parking - Hybrid working - Paraplanning and Admin support - Excellent Opportunity to join friendly professional team Skills and experience required: Financial Adviser - Level 4 financial diploma qualified - CAS Status and SPS - Experienced Financial Adviser

    Financial Adviser

    Recruit UK

    Finance
    On-Site
    Berkshire, Maidenhead
    Permanent
    Competitive

    Job Title: Independent Financial Adviser Industry: Financial Services Location: Maidenhead Salary: £75,000 Job ref: 10534 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well established Independent Financial Advice firm with offices in Berkshire. This is an excellent opportunity to be part of a skilled group of Advisers and Support team. Role: Financial Adviser Manage an existing book of HNW clients, circa £45mill FUM and deal with HNW client leads. You will be an excellent relationship builder and understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role is hybrid home and office based. There is an expectation to attend face to face client meetings. The earnings potential is significant. Candidates will need to be ambitious, resourceful and have the right work ethic. What's in it for you: Financial Adviser - Competitive Starting Salary £75k+ - Excellent bonus scheme OTE £100k+ - Existing HNW Client book, Circa £45mill FUM - Excellent benefits - Local office - Full Admin and Paraplanning support. Skills and experience required: Financial Adviser - HNW Client facing Financial Advice Experience - Level 4 Diploma in financial advice, CAS & SPS - Good knowledge of financial planning

    Training and Competence Manager

    Recruit UK

    Finance
    Remote
    Gloucestershire, Gloucester
    Permanent
    Competitive

    Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: - Act as first-line supervisor for advisers across varying levels of experience - Support journeys to CAS - Complete competency assessments, role plays, live observations, and provide constructive feedback - Ensure advisers are supervised in line with the firm's T&C framework - Deliver training interventions and coaching sessions for development - Review KPIs to identify opportunities / agree appropriate CPD plans - Support the creation and improvement of training materials and procedures - Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: - Competitive salary of up to £75,000 - Discretionary performance-related bonus - Remote working with regional travel - PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure - Life assurance / Health plan Skills and Experience Required: - Current experience working within a Training & Competence role within Financial Services - Level 4 Qualification (minimum) advanced (desirable) - Experience supervising and developing advisers across pensions, investments, and protection - Strong understanding of Financial Planning and delivering client-focused advice - Proven coaching and mentoring experience - Strong knowledge of FCA regulations and compliance requirements - Understanding of complaints procedures, financial crime, GDPR, and relevant legislation - Experience reviewing and improving policies, procedures, and training materials - If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.

    Training and Competence Manager

    Recruit UK

    Finance
    Remote
    Somerset, Bath
    Permanent
    Competitive

    Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: - Act as first-line supervisor for advisers across varying levels of experience - Support journeys to CAS - Complete competency assessments, role plays, live observations, and provide constructive feedback - Ensure advisers are supervised in line with the firm's T&C framework - Deliver training interventions and coaching sessions for development - Review KPIs to identify opportunities / agree appropriate CPD plans - Support the creation and improvement of training materials and procedures - Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: - Competitive salary of up to £75,000 - Discretionary performance-related bonus - Remote working with regional travel - PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure - Life assurance / Health plan Skills and Experience Required: - Current experience working within a Training & Competence role within Financial Services - Level 4 Qualification (minimum) advanced (desirable) - Experience supervising and developing advisers across pensions, investments, and protection - Strong understanding of Financial Planning and delivering client-focused advice - Proven coaching and mentoring experience - Strong knowledge of FCA regulations and compliance requirements - Understanding of complaints procedures, financial crime, GDPR, and relevant legislation - Experience reviewing and improving policies, procedures, and training materials - If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.

    Training and Competence Manager

    Recruit UK

    Finance
    Remote
    Wiltshire, Swindon
    Permanent
    Competitive

    Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: - Act as first-line supervisor for advisers across varying levels of experience - Support journeys to CAS - Complete competency assessments, role plays, live observations, and provide constructive feedback - Ensure advisers are supervised in line with the firm's T&C framework - Deliver training interventions and coaching sessions for development - Review KPIs to identify opportunities / agree appropriate CPD plans - Support the creation and improvement of training materials and procedures - Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: - Competitive salary of up to £75,000 - Discretionary performance-related bonus - Remote working with regional travel - PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure - Life assurance / Health plan Skills and Experience Required: - Current experience working within a Training & Competence role within Financial Services - Level 4 Qualification (minimum) advanced (desirable) - Experience supervising and developing advisers across pensions, investments, and protection - Strong understanding of Financial Planning and delivering client-focused advice - Proven coaching and mentoring experience - Strong knowledge of FCA regulations and compliance requirements - Understanding of complaints procedures, financial crime, GDPR, and relevant legislation - Experience reviewing and improving policies, procedures, and training materials - If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.

    Training and Competence Manager

    Recruit UK

    Finance
    Remote
    Somerset, Bristol
    Permanent
    Competitive

    Job Title: T&C Manager Industry: Financial Planning Location: Remote (South West) Salary: Up to £75,000 Job Reference: 10409 T&C Manager role with a rapidly growing Financial Planning business, offering the opportunity to shape adviser development, support future talent, and play a key role within an expanding wealth management organisation. Job Description: Recruit UK are working with a leading Financial Planning firm to recruit a remote-based T&C Manager to support advisers across the South West (Bristol, Gloucestershire and Wiltshire). This is an exciting opportunity to join a forward-thinking business experiencing significant growth through strategic expansion. The successful candidate will play a pivotal role in developing advisers, supporting trainees through to CAS, and ensuring high standards of adviser competency across the business. You will take ownership of a portfolio of advisers, acting as a trusted coach and supervisor while working closely with advisers, compliance teams, and internal stakeholders. This is a relationship-focused role, ideal for someone who enjoys mentoring, developing talent, and making a positive impact on adviser careers. The role is remote-based, with regular travel across your region required to build strong relationships and provide face-to-face support with advisers. Duties: - Act as first-line supervisor for advisers across varying levels of experience - Support journeys to CAS - Complete competency assessments, role plays, live observations, and provide constructive feedback - Ensure advisers are supervised in line with the firm's T&C framework - Deliver training interventions and coaching sessions for development - Review KPIs to identify opportunities / agree appropriate CPD plans - Support the creation and improvement of training materials and procedures - Maintain up-to-date knowledge of FCA requirements, legislation, and industry standards Benefits: - Competitive salary of up to £75,000 - Discretionary performance-related bonus - Remote working with regional travel - PMI / Pension up to 10% / 25 days leave + BH + buy/sell + Xmas closure - Life assurance / Health plan Skills and Experience Required: - Current experience working within a Training & Competence role within Financial Services - Level 4 Qualification (minimum) advanced (desirable) - Experience supervising and developing advisers across pensions, investments, and protection - Strong understanding of Financial Planning and delivering client-focused advice - Proven coaching and mentoring experience - Strong knowledge of FCA regulations and compliance requirements - Understanding of complaints procedures, financial crime, GDPR, and relevant legislation - Experience reviewing and improving policies, procedures, and training materials - If you are an experienced T&C professional looking for an opportunity to influence adviser development within a growing organisation, we would love to hear from you.

    Client Liaison Manager

    Recruit UK

    Finance
    On-Site
    Leicestershire, Leicester
    Permanent
    £30,000 - £35,000/year

    Job Title: Client Liaison Manager Industry: Financial Services Location: Leicester Salary: £30,000 - £35,000 Reference Number: 10519 Recruit UK is working on an exciting opportunity for an experienced Client Liaison Manager to join a well-respected Wealth Management firm at their Leicester office. As a Client Liaison Manager, you will act as a key point of contact for clients and support advisers in managing client administration. You will play an important role in ensuring client needs are met efficiently and in line with regulatory and internal requirements. Responsibilities - Work closely with advisers and internal teams to ensure the smooth delivery of client services. - Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures. What's in it for you: - A competitive salary up to £35,000 depending on experience - Hybrid working - 25 days of annual leave + Bank Holidays - Pension contribution - Strong benefit package - Fantastic workplace culture Skills and experience required: - A minimum of 1 year's experience as a Client Manager, IFA Administrator, Pensions Administrator, or in a similar role within the Financial Services industry. - A strong understanding of SIPP and SASS pension schemes. - Excellent communication skills, with the ability to communicate clearly and effectively at all levels. Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you - Start every journey with a conversation to find out about you in depth. - Provide honest feedback on where you fit in the jobs market. - Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. - Take a holistic mindfulness approach - career happiness is rarely just about the money. - Cover the whole of the UK with a local touch through our regional teams. - Never pester you.

    Head of Financial Planning

    Recruit UK

    Finance
    Remote
    Gloucestershire, Gloucester
    Permanent
    Competitive

    Job Title: Head of Financial Planning Industry: Financial Planning Location: Gloucester Salary: £80,000 (OTE £100K+) Job Reference: 10501 Job Description: Recruit UK are working on an exciting opportunity for a Financial Adviser OR Manager to join a Financial Planning firm in Gloucester. Are you currently working as an IFA but want to put your leadership/management skills into practice? Or are you currently managing a team of advisers but open to new opportunities? Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their client base and team of advisers continues to grow, they are looking to bring on a Head of Financial Planning to manage and develop the team. This is a non regulatory position so you won't be client facing, but you will still have ample opportunity to earn bonus on top of your base. Your role will see you managing a small team of IFAs, supporting them with training, mentoring, career development, and growing their client book. You will work around Gloucester area but have the autonomy to manage your own diary and adviser visits so you are not chained to your desk everyday. This is a really exciting time to join a growing and expanding firm, where you will be at the heart of it! Benefits: - Highly competitive salary of £80,000 - Commission structure in place for high OTE - Hybrid working / remote (manage your own diary) - 6% pension contribution - 25 days holiday - Birthday off - Buy and sell scheme - Private medical insurance - 4x DIS - Progression opportunities available if interested - Exam funding and support to continue qualifications Skills and experience required: - Level 4 Diploma, Chartered preferred - 5 years Adviser experience minimum - Experience mentoring, or managing advisers. Either officially or unofficially

    Client Services Team Leader

    Recruit UK

    Finance
    On-Site
    Dorset, Poole
    Permanent
    Competitive

    Recruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This is an excellent opportunity for an experienced Financial Services professional to lead a growing administration and PA support team, ensuring advisers receive first-class operational support while delivering an outstanding client experience. You'll be expected to travel to each of their offices on a monthly basis to support the delivery of training and 1-2-1s. This is a people-first leadership role where you'll look after a team of around 10, managing workloads, coaching individuals and driving continuous improvements across the support function. You'll work closely with advisers, paraplanners and senior management, making a real impact on both team performance and the wider business. Responsibilities Include: - Lead, coach and develop a team of Wealth Administrators and PAs - Manage workloads, team capacity and service levels across multiple offices - Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices - Act as the main escalation point for complex client/wealth administration queries - Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience - Identify opportunities to improve processes and increase operational efficiency Benefits: - Hybrid working - 25 days annual leave plus Bank Holidays, increasing with service up to 30 days - Performance-related bonus - Private healthcare - Business travel expenses fully covered About you: - Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered) (Required) - Previous experience within Wealth Management or Financial Planning (essential) - Experience leading, supervising or mentoring a team within an administration or client support environment (desired) - Great understanding of financial planning processes, FCA regulations and industry terminology - Excellent communication and stakeholder management skills - Comfortable coaching and delivering regular 1-2-1s - Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous) - RO1 or other Financial Planning qualifications (advantageous) If you're looking to move into a leadership position where you can make a real impact on both people and processes, we'd love to hear from you.

    Client Services Team Leader

    Recruit UK

    Finance
    On-Site
    Wiltshire, Corsham
    Permanent
    Competitive

    Recruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This is an excellent opportunity for an experienced Financial Services professional to lead a growing administration and PA support team, ensuring advisers receive first-class operational support while delivering an outstanding client experience. You'll be expected to travel to each of their offices on a monthly basis to support the delivery of training and 1-2-1s. This is a people-first leadership role where you'll look after a team of around 10, managing workloads, coaching individuals and driving continuous improvements across the support function. You'll work closely with advisers, paraplanners and senior management, making a real impact on both team performance and the wider business. Responsibilities Include: - Lead, coach and develop a team of Wealth Administrators and PAs - Manage workloads, team capacity and service levels across multiple offices - Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices - Act as the main escalation point for complex client/wealth administration queries - Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience - Identify opportunities to improve processes and increase operational efficiency Benefits: - Hybrid working - 25 days annual leave plus Bank Holidays, increasing with service up to 30 days - Performance-related bonus - Private healthcare - Business travel expenses fully covered About you: - Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered) (Required) - Previous experience within Wealth Management or Financial Planning (essential) - Experience leading, supervising or mentoring a team within an administration or client support environment (desired) - Great understanding of financial planning processes, FCA regulations and industry terminology - Excellent communication and stakeholder management skills - Comfortable coaching and delivering regular 1-2-1s - Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous) - RO1 or other Financial Planning qualifications (advantageous) If you're looking to move into a leadership position where you can make a real impact on both people and processes, we'd love to hear from you.

    Financial Advisor

    Recruit UK

    Finance
    On-Site
    Nottinghamshire, Newark
    Permanent
    Competitive

    Job Title: Financial Adviser Industry: Financial Services Location: Newark Salary: up to £75,000 depending on experience Job reference: 10344 Job Description: Recruit UK is partnering with a successful and growing Independent Financial Advice firm to offer an exciting opportunity for an experienced Financial Adviser to join their Newark office. The firm provides tailored financial advice to individuals, businesses, and trustees across areas including investment management, retirement planning, pensions, tax planning, and corporate financial planning. In this role, you will deliver holistic, independent financial advice to high-net-worth and ultra-high-net-worth clients. You will benefit from a strong pipeline of high-quality inbound leads, as well as an established client bank to inherit. Benefits: - Salary up to £75,000 (dependent on skills, qualifications, and experience) - Generous bonus - Private medical insurance - 25 days' annual leave + 2 days Christmas closure + half day on birthday - Purchase holiday scheme - Hybrid working - Strong benefit package Skills and experience required: - Minimum of 1 years' experience (or equivalent) as Financial Adviser within an Independent Financial Adviser - Experience working with high-net-worth clients - Level 4 Diploma is essential - Strong organisational skills, with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: - Start every journey with a conversation to find out about you in-depth. - Provide honest feedback on where you fit in the jobs market. - Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. - Take a holistic mindfulness approach - career happiness is rarely just about the money. - Cover the whole of the UK with a local touch through our regional teams. - Never pester you.

    Financial Adviser

    Recruit UK

    Finance
    Remote
    Herefordshire, Hereford
    Permanent
    Competitive

    Job Title: Financial Adviser Industry: Financial Planning Location: Hereford Salary: up to £60,000 + bonus Job Reference: 10500 Job Description: Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm near Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their client base continues to grow, they are looking to bring on a Financial Adviser who can take over an existing book of clients. They have an amazing support team of Paraplanners and Administrators, as well as strong management and leadership to support with your professional development. Benefits: - Highly competitive salary of up to £60,000 - Commission structure in place for high OTE - Hybrid working / remote (manage your own diary) - 6% pension contribution - 25 days holiday - Birthday off - Buy and sell scheme - Private medical insurance - 4x DIS - Progression opportunities available if interested - Exam funding and support to continue qualifications Skills and experience required: - Level 4 Diploma minimum - 2 years experience working in a Financial Adviser role (ideally IFA) - Strong knowledge of UK products - Good relationship building skills