Financial Adviser

Home or office-based, full time, case review role. Working as part of the Adviser Services Group including the Sense and Lyncombe financial adviser networks. We are looking to add to our team of case reviewers to support our growing adviser communities. Essential Qualifications: - Diploma in Financial Planning (or equivalent level 4...

Our client, a well established and growing financial planning firm help people across the UK improve or access their private pensions with solutions that are tailored to an individuals requirements. They also provide regulated financial advice on pensions to assist with aspects such as transfers, consolidating pensions, pension drawdown; retirement planning...

Job DescriptionWe are seeking an experienced Business Support Specialist to join our team at Bond Rec. As a Business Support Specialist, you will be responsible for processing new business, managing clients, and maintaining high levels of risk management and operational effectiveness.ResponsibilitiesAdministration support to the IFA Client Services Team and...

Job Title: Experienced Financial Planning Administrator£26,000 to £30,000 plus company bonus & company benefits packageWe are working with a boutique Financial Planning firm that has exciting growth plans and is looking for a new member of the client services team due to an internal promotion.The successful candidate will be supporting one of the senior...

Career Opportunity: Administrative Assistant for Financial ServicesWe are currently working alongside a boutique financial planning firm that has exciting growth plans and is seeking a new member of the client services team due to an internal promotion from this role into paraplanning.In this role, you will be responsible for supporting one of the senior...

Job Overview:Capio Recruitment is partnering with a reputable Financial Planning firm to find a skilled Support Services Professional. The ideal candidate will have previous experience in financial planning and be proficient in Intelligent Office (IO).This is an excellent opportunity for someone who wants to join a growing company and contribute to their...

We are seeking an experienced Financial Planning Support Specialist to join our team at Capio Recruitment. This role is ideal for someone with a passion for finance and administration, who is looking to take their career to the next level.In this exciting position, you will work closely with senior financial advisors and directors to provide administrative...

Job OverviewRobert Walters UK is seeking a skilled Financial Manager to support the financial health of our fast-growing business. As a pivotal member of our team, you will oversee daily accounting tasks, prepare financial and management accounts, and ensure compliance with relevant legislation.Daily OperationsLead processes across finance disciplines for...

Job OverviewBond Rec is expanding its Client Services team to support high net worth individuals and the employee benefit market. We are seeking an experienced Financial Planning Assistant to process new business, manage clients, and maintain high levels of risk management and operational effectiveness.Key ResponsibilitiesAdministration support to the IFA...

About the Role: NJR Recruitment Careers is seeking an experienced and skilled individual to fill a Senior Administrator position. This exciting opportunity offers the chance to work with a respected and growing firm of Financial Advisers, who form part of one of the largest firms of Wealth Managers in the UK.">The ideal candidate will have a strong...

A regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing...

The Programme: Our Retail Banking Apprenticeship Programme is a 12-18 month programme that provides you with the opportunity to gain hands-on experience in retail banking, while studying towards a university-level professional qualification. The programme includes a combination of theoretical learning and real-life practical work, allowing you to develop the...

About the Company">IDEX Consulting Ltd is a respected financial services firm based in the heart of Knutsford city centre.">The Role">To build trusted relationships with clients and deliver new instructions through effective ongoing service.Structure and lead client meetings to ensure all information and advice provided is up-to-date and meets clients'...

Company Overview: At Barclays, we strive to be a leading financial services provider. Our Retail Banking Apprenticeship Programme is designed to equip you with the skills and knowledge required to succeed in this exciting field.The programme combines theoretical learning with real-life practical work, allowing you to gain a university-level professional...

Job Overview">IDEX Consulting Ltd is seeking an experienced Financial Planner to join their team in Knutsford. As a key member of the team, you will be responsible for building and maintaining relationships with clients, delivering new instructions, and executing the annual Business Plan.">Key Responsibilities">Building trusted relationships with...

About the Role: NJR Recruitment Careers is seeking a highly skilled and organised individual to fill a Senior Administrator position. This exciting opportunity offers the chance to work with a respected and growing firm of Financial Advisers, who form part of one of the largest firms of Wealth Managers in the UK.">The ideal candidate will have a strong...

A prestigious regional IFA practice, Ferguson Dean, in Cheshire is seeking a skilled Paraplanner to join their team. The current role has become vacant due to one of the paraplanners transitioning into a trainee adviser position. With full support towards achieving Diploma and Chartered status, this opportunity presents an excellent chance for professional...

Job Title: Client Services Coordinator - Financial Planning FirmWe are currently recruiting for a Client Services Coordinator to join our team at a reputable financial planning firm. In this role, you will be responsible for providing administrative support to senior financial advisers and directors, as well as managing client relationships and processing...

Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They currently manage over £350m of assets for clients and was awarded Chartered statusfrom the Chartered Insurance Institute in 2013, showing their commitment to high levels of...

Due to the increasing demands within BUK Retail Financial Crime, there is a need to identify, co-ordinate, manage and report on increasing workloads. The scope of these roles is within the BUK Retail Financial Crime team which covers Current Accounts & Payments; Savings; Mortgages; Unsecured lending (loans and credit cards) and Wealth Banking & Credit. These...