Financial Advice Wealth Builder
2 weeks ago
Wealth Builder / Financial Adviser Salary: Up to £50,000 (depending on experience and qualifications)Location: Harrogate, North Yorkshire Job Type: Full-time | Permanent | Hybrid (3 days in office, 2 days remote)Are you a newly qualified Financial Adviser looking to build your career in a supportive, client-focused environment? We’re working with a national financial planning firm with multiple offices across the UK, currently seeking a Wealth Builder to join their Harrogate team.The Role:This is an ideal opportunity for a CAS-signed-off adviser who enjoys building relationships and helping clients achieve their financial goals. You’ll be working with a portfolio of lower-complexity clients, focusing on telephone/virtual based advice rather than face-to-face meetings. The role is perfect for someone at the trainee adviser level who is ready to take the next step in their career.Key Responsibilities:Provide holistic financial advice to clients with straightforward needsConduct telephone-based reviews and fact-findingHelp clients plan for their financial goals, including savings, pensions, and protectionMaintain accurate records and ensure compliance with regulatory standardsCollaborate with interna...
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Financial Adviser – Wealth Builder
1 week ago
Harrogate, United Kingdom Ellis Bates Financial Advisers (now Shackleton) Full timeFinancial Adviser – Wealth Builder Ellis Bates Financial Advisers (now Shackleton) Harrogate Job details Job title: Financial Adviser – Wealth Builder Reporting to: Regional Manager Date of Issue: October 2025 Role Objective Deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to...
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Compliance Officer
2 weeks ago
Harrogate, United Kingdom Titan Wealth Full timeCompany Overview The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to its clients, allowing them to adjust their business models as needed. Titan Wealth...
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Compliance Officer
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Titan Wealth Full time £45,000 - £65,000 per yearThe Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...
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Compliance Monitoring Analyst
3 days ago
Harrogate, United Kingdom Titan Wealth Full timeOverviewTitan Wealth is a fast‑growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model structured to deliver leading advice‑led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.RoleReporting...
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Financial Services Administrator
2 weeks ago
Harrogate, United Kingdom SUCCESSION GROUP LTD TA Succession Wealth Full timeFrom "start-up" in 2009, Succession Wealth is now one of the leading, independent financial planning and wealth management business’ in the UK. We have over 600 employees and 170 Wealth Advisors providing wealth management and financial planning servicesto individuals and corporate clients across the UK via our network of offices. Due to our continued...
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Compliance Manager
2 weeks ago
Harrogate, United Kingdom Titan Wealth Holdings Limited Full timeOverviewThe Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose...
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Compliance Manager
2 weeks ago
Harrogate, North Yorkshire, United Kingdom Titan Wealth Full time £40,000 - £70,000 per yearThe Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...
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Senior Compliance Advisor: FCA
2 weeks ago
Harrogate, United Kingdom Titan Wealth Full timeA leading financial advisory firm in Harrogate is seeking an experienced Compliance Officer to join their Compliance Advisory function. The ideal candidate will have significant experience in compliance roles within large advisory firms and a deep understanding of FCA regulations. Responsibilities include managing complaint processes, providing compliance...
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Wealth Client Support Specialist
2 weeks ago
Harrogate, United Kingdom Titan Wealth Full timeA financial services firm in Harrogate seeks a Client Support Coordinator to assist financial advisers. Responsibilities include maintaining client information, preparing client reviews, and ensuring timely communication. Ideal candidates will have prior experience in the financial industry, strong attention to detail, and excellent communication skills. The...
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FCA Compliance Monitoring Analyst | Hybrid
3 days ago
Harrogate, United Kingdom Titan Wealth Full timeA fast-growing wealth management company in Harrogate seeks a Compliance Monitoring Assistant to support reviews and ensure adherence to FCA regulations. Responsibilities include planning compliance reviews, drafting findings, and collaborating across teams to foster a compliance culture. Ideal candidates will have experience in compliance within financial...
