Financial Adviser Team Leader
2 months ago
We are currently recruiting on behalf of one of the UK’s largest and most successful financial planning organisations for a Financial Adviser Team Leader. This is a fantastic opportunity to lead a high-performing team while managing your own portfolio of clients and contributing to the growth of the business.
Role Overview:
- As the Financial Adviser Team Leader, you will be responsible for:
- Managing and developing a portfolio of high-net-worth clients, delivering exceptional financial planning advice and maintaining strong client relationships.
- Leading and mentoring a small team of successful financial planners, providing guidance, support, and development opportunities.
- Driving the organic growth of the business by identifying and capitalising on new business opportunities.
- Collaborate with internal Investment Managers and other partners to leverage leads and generate ongoing business growth.
- Ensuring compliance with all regulatory requirements and maintaining the highest standards of professionalism and integrity.
Key Requirements:
- A proven track record in financial advice, with a focus on high-net-worth clients.
- Experience in a leadership or mentoring role.
- Strong interpersonal and communication skills, with the ability to build and nurture client relationships.
- Relevant financial planning qualifications (e.g., Diploma in Financial Planning as a minimum; Chartered status desirable).
- Strategic mindset with a results-driven approach to business development.
What’s on Offer:
- Competitive basic salary of circa £100,000, plus bonuses.
- A comprehensive benefits package, including pension contributions, private healthcare, and more.
- Ongoing professional development and career progression opportunities within a market-leading organisation.
- The chance to work with a dynamic team in an established and reputable company.
-
Quilter Full-Time Financial Adviser Programme
5 months ago
UK, UK, United Kingdom Quilter Financial Planning Full timeQuilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...
-
Financial Adviser
2 weeks ago
UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Adviser positionIndustry: Financial ServicesLocation: BristolSalary: £50,000Job Reference: 9375Job Description: Recruit UK has an exciting opportunity for a Financial Adviser to join a prestigious, award-winning Independent Financial Advice firm—one of the UK’s largest Chartered Financial Planning companies! Step into a...
-
Financial Advisor
6 months ago
UK, UK, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Employed Trainee Financial Adviser
2 months ago
UK, UK, United Kingdom Andrew Skinner Wealth Management Ltd Full timeExciting New Financial Adviser Opportunity with Andrew Skinner Wealth Management LtdAndrew Skinner Wealth Management has a rewarding opportunity for a part qualified/qualified Financial Adviser to join its successful team in Billericay, Essex.The company is in the process of building on its recent success in obtaining new clients and increasing its assets...
-
Financial Advisor
6 months ago
London, UK, UK, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
2 months ago
UK, UK, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client...
-
Mortgage and Protection Adviser
3 weeks ago
UK, UK, United Kingdom Wealthmax Financial Advisers Private Limited Full timeMortgage and Protection Adviser - Self EmployedWealthmax Financial Advisers Ltd is one of the leading mortgage and protection intermediary, directly authorised and regulated by the Financial Conduct Authority. Are you looking for a new challenge?We are seeking driven, passionate, and ambitious individuals to join our member firms as a Self-Employed Mortgage...
-
Financial Advisor
6 months ago
London, UK, UK, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Planner
3 months ago
UK, UK, United Kingdom Tate Recruitment Full timeFinancial PlannerLocation: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client...
-
Head of Human Resources
2 weeks ago
UK, UK, United Kingdom Financial Services Part timePart-Time HR Opportunity (2 Days per Week)Robert Half is hiring a Head of HR for a fast-growing, FCA regulated investment research business in London. They are looking for someone to join them on a part-time basis and attend the office twice a week. Candidates outside of London will be considered, if travel to the London office is feasible and...
-
Independent Financial Advisor
2 months ago
UK, UK, United Kingdom Vision-FS Recruitment Full timePosition: Independent Financial AdvisorLocation: Sutton, Surrey (office based position)Minimum Requirements: At least 3 years’ experience as a Financial Advisor, Level 4 qualified, CAS status within the last 12 months ideal.Salary/package: Up to £70,000 salary (OTE £100K year 1) + competitive bonus structure + NO validation + clients provided + leads...
-
Counsel - Financial Crime
1 month ago
UK, UK, United Kingdom Danos Group Full timeCounsel (EMEA), Financial CrimeGlobal Investment BankLondon (Canary Wharf)Our client is a top tier and highly regarded global US Investment Bank, which operates across every major financial jurisdiction.The bank's financial crime legal team operates on a global basis, both at a group and local level, providing advisory services on the full suite of...
-
Independent Financial Advisor
2 months ago
UK, UK, United Kingdom Chase de Vere Full timeChase de Vere Financial Advisers are known for being knowledgeable, trustworthy, and proactive. They listen, advise, and work diligently to help clients plan a financial future that suits their needs.Due to the company’s continued growth, We are looking for Financial Advisers to cover the Scotland area. Successful candidates will have a proven track record...
-
Agricultural / Rural Finance Mortgage Adviser
2 weeks ago
UK, UK, United Kingdom Pure Resourcing Limited Full timeAgricultural/Rural Finance Mortgage AdviserAre you a skilled Agricultural/Rural Finance Mortgage Adviser ready for a new opportunity?Our client, a prestigious and globally recognised brand, is seeking an experienced adviser to join their established Agricultural/Rural Property Finance team.In this role, you’ll play an essential part in expanding their...
-
Warehouse Team Leader
2 months ago
UK, UK, United Kingdom MandM Full timeWarehouse Team LeaderMoreton on Lugg, Herefordshire, United KingdomType: Permanent, full timeWorking Pattern: Onsite, 5/7 rota working two weekends out of three 1:45pm-10-15pmWho Are we?MandM is one of the biggest employers in Herefordshire and one of Europe’s leading online, off-price retailers.We offer our customers fantastic value by partnering with...
-
Ruminant Vet Adviser
2 months ago
UK, UK, United Kingdom Consult Full timeWe are seeking a Veterinary Adviser to join our clients dynamic livestock team, a global leader in Animal Health. This role is ideal for someone looking to diversify their expertise and work closely with both internal and external (North UK) stakeholders within the livestock sector.Responsibilities:Provide veterinary support and advice, ensuring technical...
-
Care Team Leader
2 weeks ago
UK, UK, United Kingdom Talent Finder Jobs Full timeCare Team Leader - Devon YelvertonAre you a natural leader with a passion for motivating others? Our client is looking for a Team Leader to join a fantastic organisation and lead a dedicated team.Contract: Permanent, 30-37.5 hours (to be agreed)Essential: Full UK driving licenceSalary: Up to £27,115 per annum + Sleepover (£70 per night)As a Team Leader,...
-
Materials Team Leader
2 weeks ago
UK, UK, United Kingdom Innovate Full timeStores / Materials Team LeaderExperience of managing complex stock levels in fast-paced manufacturing environments?Knowledge of using and optimising MRP systems and able to deliver best practice processes to reduce risk?We're seeking a highly motivated and experienced Materials Team Leader to join and lead our clients existing team. As a key player in...
-
Team Leader/Disputes Lawyer
2 months ago
UK, UK, United Kingdom Origin Legal Ltd Full timeAre you from a strong commercial litigation background and looking for your next challenge? Are you seeking the opportunity to lead a team within an innovative and forward thinking Legal 500 law Firm who pride themselves on their continued growth and recognising and rewarding colleagues?Our client are seeking to appoint an accomplished and experienced 8+...
-
Financial Director
4 weeks ago
UK, UK, United Kingdom Pink Giraffe Part timeThis is a part time role - ideally 3 days per week. Remote but ideally with an occassional meeting in Oxford. You must have marketing agency experience. You must live in the UK and cannot require sponsorship to work. The Role We are seeking an experienced Finance Director to join the team! You’re a great fit for the role if you have agency finance...