Financial Adviser Team Leader

2 weeks ago


UK, UK, United Kingdom mbf Full time

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.


  • UK, UK, United Kingdom Quilter Financial Planning Full time

    Quilter 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

    4 weeks ago


    UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial ServicesLocation: Bishop's StortfordSalary: £50,000 plusJob Reference: 9281Job Description:Are you an experienced financial adviser looking to join a firm that truly puts its clients first?Would you like the opportunity to inherit leads and a established client base?Recruit UK is partnering with an...

  • Financial Advisor

    5 months ago


    UK, UK, United Kingdom Quilter Financial Planning Full time

    If 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...


  • UK, UK, United Kingdom Andrew Skinner Wealth Management Ltd Full time

    Exciting 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

    5 months ago


    London, UK, UK, United Kingdom Quilter Financial Advisers Full time

    Quilter 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 weeks 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...


  • UK, UK, United Kingdom Mather & Murray Financial Ltd Part time

    About usMather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.Location: SwindonSalary: Competitive,...

  • Financial Controller

    4 weeks ago


    UK, UK, United Kingdom Morgan Financial Search and Selection Full time

    My SME client is a fast growing owner-managed Marketing Agency based in modern offices in Central Manchester.This creative B2B business has a great culture - fast paced, vibrant and with a strong emphasis on all working as "one team". The dynamic and entrepreneurial MD/founder is looking for their first full-time Financial Controller.Operating a key member...

  • Financial Advisor

    5 months ago


    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe 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...

  • Team Leader

    2 months ago


    UK, UK, United Kingdom Angove Partners Full time

    Team Leader Angove Partners is seeking a team leader to join our London team. This role is perfect for experienced recruiters looking to step into a leadership position within a consultative and high-performing company specializing in the Insurance and Financial Services markets. As a Recruitment Agency Team Leader, you will oversee a team of high performing...

  • Financial Planner

    2 months ago


    UK, UK, United Kingdom Tate Recruitment Full time

    Financial 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...


  • UK, UK, United Kingdom Heronsgate Capital Full time

    We are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join our wealth management firm which delivers high quality financial planning and investment advice to individuals in the professional services industry.Our Client Service Manager will oversee the financial administrators, ensuring cohesive, controlled and...

  • Team Leader

    2 months ago


    UK, UK, United Kingdom Keoghs Full time

    The role of the Team Leader within Costs to ensure the team meets its financial and technical objectives, including KPIs and chargeable hours. The role is to encourage, mentor and develop all members of the team to their maximum potential and to continuously improve the quality of the team’s work. Key Accountabilities: Plan and distribute workload across...

  • Protection Specialist

    4 months ago


    UK, UK, United Kingdom Quilter Financial Planning Full time

    Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.They are offering an...


  • UK, UK, United Kingdom Vision-FS Recruitment Full time

    Position: 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...


  • UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial ServicesLocation: Nairn, ScotlandSalary: CompetitiveJob Ref: 9226Job Description: Financial AdviserRecruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Nairn, Scotland. Company: This is a UK wide company,...


  • UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Financial Adviser - ManagerIndustry: Financial ServicesLocation: BuckinghamshireSalary: £75,000Job Ref: 9234Job Description: Senior Financial Adviser - ManagerRecruit UK are working on an excellent opportunity for a Senior Financial Adviser - Manager to join a well-established UK Financial Advice company with offices in Buckinghamshire and...


  • UK, UK, United Kingdom Danos Group Full time

    Counsel (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...


  • UK, UK, United Kingdom Jigsaw Financial Full time

    Company DescriptionMy client is a global investment manager founded in 2002. More than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. The purpose of the role is to provide support to client's using the platform. Our goal is to increase the...

  • Production Team Leader

    2 months ago


    UK, UK, United Kingdom Elevation Recruitment Group Full time

    Elevation Recruitment Group are working with a rapidly growing manufacturing company to recruit for a dynamic and driven Production Team Leader to join their Leeds-based factory, on a permanent night shift. Salary: £22,895We are keen to speak with Production Team Leaders with the following skills & experience:Previous experience gained in a Production Team...