WEALTHLINK RECRUITMENT LTD jobs

Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: - Assist financial planners in preparing financial plans, investment strategies, and recommendations. - Conduct research on investment products, pensions, tax, and other financial matters. - Analyse client data to support financial recommendations. - Prepare and maintain client documentation and reports. - Liaise with clients, providers, and other professionals as required. - Ensure that all work complies with regulatory requirements and company policies. - Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? - Salary of up to £55,000 - 2 days a week working from home - 25 days annual leave bank holidays - Company Bonus scheme - Study support to Chartered Status Requirements: - Level 4 diploma in regulated financial planning - 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Are you an ambitious Financial Adviser looking to grow your client bank and maximise your earnings with the support of an established wealth management firm? This is an exciting opportunity to join a growing practice in Manchester, offering qualified appointments, an existing client bank and full back-office support, allowing you to focus on advising clients and growing your business. What's on Offer - Existing client bank from day one. - 10-15 qualified client appointments per month , with appointment numbers increasing as your conversion grows. - Excellent commission structure with realistic OTE of £80,000-£100,000+ . - Full paraplanning and administrative support - you focus on meeting clients and providing advice, while the support team takes care of the rest. - PI insurance funded by the firm. - Access to market-leading technology and adviser support. - The opportunity to build your own client bank within an established and expanding business. About You - Diploma qualified (Level 4). - Ideally 1-3 years' experience as a Financial Adviser. - Ambitious, driven and committed to building long-term client relationships. - An existing client bank is advantageous, although advisers with restrictive covenants are encouraged to apply. If you're looking for a role where you can focus on advising clients, receive a steady flow of qualified appointments, and build a highly rewarding career with exceptional earning potential, we'd love to hear from you. Apply today for a confidential conversation.

We are working with an IFA in Nottingham who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you. What's on offer? Salary up to £65,000 Bonus scheme on new and ongoing business Full Admin and Paraplanning support Hybrid work from home model 28 days annual leave bank holidays Generous benefits package Requirements Level 4 Diploma In Regulated Financial Planning 2 years in client facing financial advice position in the UK If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable. Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

Location: Dorset (Office-Based) Salary: £50,000 - £58,000 DOE + Excellent Benefits Expected start date: December 2026 Are you an experienced Financial Adviser looking to focus on delivering outstanding financial advice rather than business development? Our client is a respected, established Wealth Management firm based in Dorset, offering an excellent opportunity for a Level 4 qualified Financial Adviser to join their growing team. With an existing client bank and a strong pipeline of enquiries, you'll be provided with clients to service from day one, allowing you to concentrate on providing high-quality, holistic financial advice. What's on Offer - Competitive salary of £50,000 - £58,000 depending on experience. - No requirement to bring clients with you. - Excellent benefits package. - Office-based role within a friendly and supportive team. - Paraplanning and administrative support. - Very occasional travel to the Northampton office - Join a successful and growing Wealth Management business with an excellent reputation. The Role As a Financial Adviser, you'll provide tailored financial planning advice to an established portfolio of clients, helping them achieve their financial objectives while maintaining the highest standards of professionalism and regulatory compliance. Key responsibilities include: - Providing holistic financial planning advice across pensions, investments, protection and retirement planning. - Managing and developing relationships with an existing portfolio of clients. - Conducting annual reviews and ongoing financial planning meetings. - Identifying clients' financial goals and recommending suitable solutions. - Preparing for client meetings alongside the administration and paraplanning teams. - Working closely with internal support teams to ensure an excellent client experience. - Ensuring all advice complies with FCA regulations and Consumer Duty requirements. - Maintaining accurate client records and documentation. - Building trusted, long-term relationships through exceptional service. About You We're looking for someone who enjoys building lasting client relationships and delivering quality advice rather than focusing on winning new business. You'll ideally have: - Minimum Level 4 Diploma in Financial Planning (or equivalent). - Previous experience as a Financial Adviser within an IFA, Wealth Management or Financial Planning firm. - Strong knowledge of pensions, investments and protection products. - Excellent communication and relationship-building skills. - A client-first approach with a commitment to delivering excellent outcomes. - Good understanding of FCA regulations and Consumer Duty. - Strong organisational skills and attention to detail. - Full UK driving licence.

Paraplanner Level 4 Diploma £45,000 - £50,000 Hybrid Manchester Career Paraplanner Manchester (Hybrid) £45,000 - £50,000 + Excellent Benefits A well-established and highly respected Wealth Management firm in Manchester is seeking an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a Level 4 Diploma qualified Paraplanner who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning within a supportive, professional environment. The Role Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning support by: - Preparing comprehensive suitability reports. - Conducting technical research across pensions, investments and protection. - Analysing client data and assisting with tailored financial planning recommendations. - Supporting client review meetings and report preparation. - Ensuring FCA compliance and maintaining accurate client records. - Working collaboratively with advisers to deliver exceptional client outcomes. About You To be successful, you'll have: - Level 4 Diploma in Regulated Financial Planning (essential). - A minimum of 2 years' paraplanning experience within a financial planning or wealth management environment. - Experience producing high-quality suitability reports. - Strong technical knowledge of pensions, investments and financial planning. - Excellent organisational, communication and report writing skills. - Proficiency with Microsoft Office and financial planning systems. What's on Offer? - £45,000 - £50,000 salary. - Hybrid working. - Company pension. - Gym membership. - Health & wellbeing programme. - Company events. - A collaborative and supportive team environment. Please note: This opportunity is ideally suited to a career paraplanner who enjoys the technical aspects of financial planning. The firm is looking for someone committed to paraplanning as a long-term career rather than using the role as a pathway into financial advice. If you're an experienced Paraplanner , Technical Paraplanner or Level 4 Diploma qualified Financial Planning professional looking for your next opportunity in Manchester, we'd love to hear from you.