Recruit UK

Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator for their office in Poole. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team. Responsibilities Include: Process complex new business, policy changes, transfers, withdrawals and valuations Provide high-level administrative support to Financial Advisers and Paraplanners Maintain accurate client records across CRM and back-office systems Liaise with providers to resolve complex case queries efficiently Review work, share knowledge and provide support to junior administrators Ensure all administration is completed in line with FCA regulations and internal procedures Benefits: Salary up to £38,000 DoE Hybrid working Full or part-time considered 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Requirements: 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required) Good knowledge of pensions, investments and protection products Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential) If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.

Job Title: Paraplanner Industry: Financial Planning / Financial Services Locations: Edgbaston / Warwick Salary: Up to £40,000 (dependent on experience) Job Description: Recruit UK are working on an exciting opportunity for an experienced Paraplanner to join a growing Independent Financial Advice firm within our Nationwide client. The purpose of this role is to work closely with Financial Planners to deliver a high-quality, compliant, and professional service to clients. You will play a key role in supporting the advice process by conducting research, producing suitability reports, and ensuring all recommendations meet regulatory and company standards. Key Responsibilities: Work closely with Financial Planners to understand client objectives and assist Financial Services Administrators in gathering required information Assist in identifying financial planning opportunities and sourcing suitable solutions, including preparation of tax calculations where required Ensure all required compliance documentation is present and correct prior to submission of suitability reports Prepare suitability reports and recommendations for Financial Planner approval in line with company policy Prepare associated client documentation and ensure signed declarations and authorisations are in place prior to any transactions What's in it for you? Salary up to £40,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Skills and Experience Required: Minimum of 2 years' experience in a Paraplanning role within an Independent Financial Adviser DipPFS qualified or equivalent Level 4 qualification Experience working across a broad range of financial products Strong understanding of the end-to-end financial planning process About Recruit UK: Recruit UK are specialists in financial services recruitment, offering deep market insight and access to a network of over 100,000 financial services professionals. We work closely with candidates to understand their experience, motivations, and long-term goals. Our commitment to you: Start every journey with an in-depth conversation Provide honest feedback on where you sit in the market Use our network to match you with the right opportunity Take a holistic approach - career happiness goes beyond salary UK-wide reach with a strong local presence Never pester you

Job Title: Associate Paraplanner Industry: Financial Services Location: Kettering Salary: up to £35,000 DOE Job reference: 10325 Job Description: Recruit UK is working on an exciting opportunity for an experienced Associate Paraplanner to join a successful and growing wealth management firm at their Kettering office. As an Associate Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Carry out research on products and providers Build and maintain cashflow models to support financial planning advice Benefits: Salary up to £35,000 (dependent on skills, qualifications, and experience) Private medical insurance 25 days' annual leave + 3 days Christmas closure Generous pension contribution Life assurance Health cash plan Performance bonus Employee Assistance Programme Excellent career progression opportunities Skills and experience required: Minimum of 1 years' experience (or equivalent) as an Administrator within Financial Services Holds a minimum of 1 RO exams Strong organisational skills, with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Birmingham on a Desk Based Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Financial Adviser Industry: Financial Services Location: Swindon Salary: Up to £75,000 + Bonus Job Ref: 10479 Job Description: An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Swindon. This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. You'll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams. This is a client bank-provided and growth-led position, sourcing new HNW client enquiries and utilising established introducer networks. You'll focus on developing and managing a client bank, with full support provided at every stage of the advice process. You'll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Advisers benefit from a strong compliance framework, modern technology, and robust marketing support that makes growing your client base both efficient and sustainable. Your responsibilities include: Providing fully independent financial advice and personalised recommendations Managing, developing, and retaining a portfolio of clients Collaborating closely with internal support teams to deliver exceptional service Working flexibly across home and local office environments to best meet client needs What's in it for you: Competitive starting salary up to £75,000 basic Client book provided but you must have a new business focus Highly achievable validation Attractive bonus scheme New business driven, able to utilise network and company support to generate clients Excellent benefits package, including: Salary sacrifice options on Private Medical Insurance (PMI) Death in Service (DIS) 25 days holiday + BH and Pension Study and professional development support Paraplanning, Compliance, and Admin support Hybrid and flexible working options - home and office-based balance Skills and experience required Diploma (Dip PFS) or equivalent Level 4 qualification (minimum) At least 1 year's experience in providing financial advice Proven ability to build and maintain trusted client relationships A proactive, client-focused approach with strong communication skills This is a fantastic opportunity to join a forward-thinking firm that truly values its advisers and invests in their success. If you're passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.

Job Title: Financial Adviser Industry: Financial Services Location: Newark Salary: up to £75,000 depending on experience Job reference: 10344 Job Description: Recruit UK is partnering with a successful and growing Independent Financial Advice firm to offer an exciting opportunity for an experienced Financial Adviser to join their Newark office. The firm provides tailored financial advice to individuals, businesses, and trustees across areas including investment management, retirement planning, pensions, tax planning, and corporate financial planning. In this role, you will deliver holistic, independent financial advice to high-net-worth and ultra-high-net-worth clients. You will benefit from a strong pipeline of high-quality inbound leads, as well as an established client bank to inherit. Benefits: Salary up to £75,000 (dependent on skills, qualifications, and experience) Generous bonus Private medical insurance 25 days' annual leave + 2 days Christmas closure + half day on birthday Purchase holiday scheme Hybrid working Strong benefit package Skills and experience required: Minimum of 1 years' experience (or equivalent) as Financial Adviser within an Independent Financial Adviser Experience working with high-net-worth clients Level 4 Diploma is essential Strong organisational skills, with the ability to plan and prioritise effectively About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Recruit UK is supporting a well-established Wealth Management firm in their search for a Client Services Team Leader. This is an excellent opportunity for an experienced Financial Services professional to lead a growing administration and PA support team, ensuring advisers receive first-class operational support while delivering an outstanding client experience. You'll be expected to travel to each of their offices on a monthly basis to support the delivery of training and 1-2-1s. This is a people-first leadership role where you'll look after a team of around 10, managing workloads, coaching individuals and driving continuous improvements across the support function. You'll work closely with advisers, paraplanners and senior management, making a real impact on both team performance and the wider business. Responsibilities Include: Lead, coach and develop a team of Wealth Administrators and PAs Manage workloads, team capacity and service levels across multiple offices Conduct regular 1-2-1s, performance reviews and support employee development across multiple offices Act as the main escalation point for complex client/wealth administration queries Work alongside advisers, paraplanners and compliance to deliver an outstanding client experience Identify opportunities to improve processes and increase operational efficiency Benefits: Hybrid working 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Business travel expenses fully covered About you: Full UK driving licence and willingness to travel to other office locations once a month (travel expenses covered) (Required) Previous experience within Wealth Management or Financial Planning (essential) Experience leading, supervising or mentoring a team within an administration or client support environment (desired) Great understanding of financial planning processes, FCA regulations and industry terminology Excellent communication and stakeholder management skills Comfortable coaching and delivering regular 1-2-1s Experience using Financial Planning back-office systems such as Intelligent Office or similar (advantageous) RO1 or other Financial Planning qualifications (advantageous) If you're looking to move into a leadership position where you can make a real impact on both people and processes, we'd love to hear from you.

Job Title: Financial Adviser Industry: Financial Planning Location: Hereford Salary: up to £60,000 + bonus Job Reference: 10500 Job Description: Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm near Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their client base continues to grow, they are looking to bring on a Financial Adviser who can take over an existing book of clients. They have an amazing support team of Paraplanners and Administrators, as well as strong management and leadership to support with your professional development. Benefits: Highly competitive salary of up to £60,000 Commission structure in place for high OTE Hybrid working / remote (manage your own diary) 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum 2 years experience working in a Financial Adviser role (ideally IFA) Strong knowledge of UK products Good relationship building skills

Job Title: Investment Associate Industry: Financial Services Location: Edinburgh Salary: Up to £35,000 DOE Reference Number: 10481 Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Associate to join their growing team. As an Investment Associate you will play a key role in supporting Investment Managers in delivering exceptional client service by preparing portfolio reviews, performance reports, investment presentations, client communications, and meeting documentation. Responsibilities: Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standards Build and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunities What's in it for you: Competitive salary up to £35,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working Skills and experience required: Previous experience in an administrative or client support role within the financial services is preferred Working towards or holding an RQF Level 3 CISI qualification is highly advantageous A commitment to achieving the RQF Level 4 CISI Investment Advice Diploma Strong proficiency in Word, Excel, and PowerPoint is required Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Paraplanner Industry: Financial Planner Location: Middlesbrough Salary: £35,000 - £45,000 (Depending on experience and qualifications) Remote on offer Job Reference: 10464 Job Description: Recruit UK are working with a prestigious client based in Middlesbrough, who are looking for a Paraplanner to join their team. As a paraplanner you will provide technical research services to the Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the practice to achieve its goals. This role is open to Technical Paraplanners and Paraplanners who are level 4 qualified. Duties will include but not limited to: Create suitability reports following annual reviews and new business client meetings Research products and preparing recommendations Responsible for technical research, cash flow modelling, producing recommendations Attending client meetings where appropriate Client focus ensuring clients receive the best possible service every single time Adhere to FCA regulations and ensure compliance Benefits: Competitive salary of £35,000 - £45,000 Remote working Pension contribution & lots more Skills and experience required: Experience working in a Paraplanning position Level 4 Diploma in Financial Planning, or equivalent (or working towards) Strong analytical and report writing skills Knowledge and experience of all areas of financial planning

Job Title: Administrator Industry: Financial Planning Location: Cardiff Salary: up to £32,000 Job Reference: 10487 Job Description: Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning firm in Cardiff. Our client is an independent financial planning firm, who specialise in offering advice to clients across Cardiff. As their office and client base continues to grow, they are looking to bring on an administrator to join the back office team. There is ample opportunity to progress your career within the industry too, so regardless what you are looking for, this could be the perfect role for you! Duties: Supporting the advisers in preparing for annual reviews and new business Putting together new business packs Supporting with valuations and quotations Updating the back office system General administration e.g. scanning, filing, answering the phone, greeting clients Benefits: Competitive salary of up to £32,000 (DOE) Flexible benefits scheme 25 days annual leave Birthday day off Hybrid working (if more experienced) Death in service 5% pension contribution Training opportunity to progress career Exam funding and support Cycle to work scheme Skills and experience required: Experience working in financial services e.g. IFA, banking, restricted advice Strong understanding of the financial planning process Good communication and IT skills

Financial Adviser - St Ives, Cambridgeshire Salary: £35,000 to £60,000 (depending on experience) Location: St Ives, Cambridgeshire Working Pattern: Hybrid About the Opportunity Recruit UK is partnering with a respected financial planning firm in St Ives that is looking to grow its adviser team. The business is open to speaking with both experienced Financial Advisers and Level 4 qualified professionals looking to take the next step in their careers. You'll join a supportive environment where advisers are backed by experienced paraplanners and administrators, allowing you to focus on delivering excellent client outcomes. The Role As a Financial Adviser, you will: Build strong relationships with clients. Deliver holistic financial planning advice across pensions, investments and protection. Manage an existing portfolio of clients. Identify opportunities to grow your client bank. Conduct annual reviews and ongoing servicing. Work closely with dedicated paraplanning and administration support. Deliver compliant, high quality advice. What They're Looking For Level 4 Diploma in Regulated Financial Planning. Advising experience or a desire to progress into advice. Strong interpersonal skills. Client focused mindset. Full UK driving licence. What's on Offer £35,000 to £60,000 depending on experience. Hybrid working. Existing client bank. Full administrative support. Salary reviews linked to progression. Long term career development.

Job Title: Paraplanner Industry: Financial Planning Location: Cardiff Salary: up to £45,000 Job Reference: 10486 Job Description: Recruit UK are working on an exciting opportunity for an Paraplanner to join a Financial Planning firm in Cardiff. Our client is an independent financial planning firm, who specialise in offering advice to clients across the South Wales region. As their office and client base continues to grow, they are looking to bring on an Paraplanner to join the back office team. You will work closely with a Financial Adviser to help manage their client book, and there is also lots of opportunity for progression, regardless of what you are ideally looking to do! Duties: Supporting the advisers in preparing for annual reviews and new business Putting together suitability reports Researching products pre and post meeting Cashflow modelling Working alongside the administration team to ensure client journey is smooth and efficient Benefits: Competitive salary of up to £45,000 (DOE) Flexible benefits scheme 25 days annual leave Birthday day off Hybrid working Death in service 5% pension contribution Training opportunity to progress career Exam funding and support Cycle to work scheme Skills and experience required: Experience working in a Paraplanning position. Senior IFA Admin looking to step up may be considered Solid understanding of the financial planning process and UK products Good communication and IT skills

Job Role: Paraplanner Location: Cambridge Salary: Up to £45,000 Job Reference: 10472 Recruit UK is working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. This is a fantastic opportunity for a diploma qualified paraplanner in Cambridge to join a fast-paced, client-focused environment where your work will directly contribute to the company's continued growth and reputation for excellent service. Do you want to have: A chance to be part of a growing and ambitious organisation? Work within a supportive team culture with opportunities for development? Earning a competitive salary, discretionary bonus, and flexible benefits? Work within a hybrid working model Career progression into advising or management within 18 months If this sounds like it could be of interest continue to read! Role responsibilities: Draft suitability reports with guidance. Liaise with Financial Planners to complete and accurate information for advice. Interpret adviser meeting notes and prepare appropriate recommendations. Support advisers with technical guidance to help deliver good consumer outcomes. Conduct research and maintain compliance throughout all casework. Keep workflows and records up to date to ensure accurate and timely reporting. Meet output targets for producing advice documents. Communicate effectively with advisers, client support, and colleagues. Manage personal caseload efficiently, maintaining accurate files and documentation. Gather and analyse policy data; produce illustrations and supporting documents. Assist with processing new business. Job Requirements: Experience in a Paraplanning role in Financial Services. Diploma in Financial Planning. Analytical mind and excellent attention to detail. Benefits: Competitive salary Attractive Employee Pension Scheme (7.5% employer C minimum 3% employee) 25 days Annual Leave + public holidays,- Buy and sell holidays up to 5 days Office Christmas close (3-days) A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. Hybrid working Further education and training support Discretionary performance related bonus Confidential Employee Assistance Programme 2 days per year for voluntary work And lots of flexible benefits to choose from! This is an excellent opportunity to take the next step in your career and grow as a confident, highly skilled paraplanner. With hands-on training, strong mentorship, and a clear path for development, you'll be supported every step of the way. If you're ready to build on your experience and join a forward-thinking firm that values your growth, apply today and start shaping your future in financial planning.

Job Title: Senior Paraplanner Industry: Financial Services Location: Edinburgh (Hybrid) Salary: £50,000 (DOE) Job Ref: 10467 Recruit UK are working on an excellent opportunity for a Senior Paraplanner to join a growing and highly regarded financial planning firm. This is an exciting opportunity for an experienced, Level 4 qualified Paraplanner who enjoys delivering high-quality technical support and working closely with Financial Advisers to provide outstanding client outcomes. This role offers the chance to work within a collaborative team, supporting a wide range of clients across investment, retirement, tax and estate planning, while contributing to the continued development of the firm's paraplanning function. The position is based in either the Edinburgh office, operating on a hybrid working model. Role: As a Senior Paraplanner, you will provide technical expertise and report-writing support throughout the advice process, helping advisers deliver tailored financial planning solutions while ensuring an exceptional client experience. Your responsibilities will include: Producing high-quality suitability reports tailored to individual client objectives. Undertaking detailed financial analysis and developing cashflow planning models. Researching and recommending suitable investment, pension, protection and tax planning solutions. Preparing financial planning reports, recommendation letters and supporting documentation. Taking ownership of client files and ensuring accurate maintenance of back-office systems throughout the advice process. Preparing annual review documentation, investment performance reports and updated cashflow models. Working closely with Advisers and Administrators to ensure new business is processed efficiently. Liaising directly with clients to support ongoing servicing and, where appropriate, attending client meetings. Building strong working relationships with professional connections, including Solicitors and Accountants, to support client planning strategies. Supporting the continual improvement of report templates, technical standards and paraplanning processes. Keeping up to date with industry developments, legislation and regulatory changes. What's in it for you? Competitive salary dependent on experience. Hybrid working arrangement. Opportunity to join a growing and ambitious financial planning business. Supportive and collaborative team environment. Ongoing professional development and support with continued learning. Exposure to complex financial planning cases and high-quality clients. Opportunity to further develop your technical expertise and progress your career. Skills and experience required: Senior Paraplanner Diploma in Financial Planning (Level 4) as a minimum. At least two years' experience in a Paraplanning role within Financial Services. Strong technical knowledge across pensions, investments, protection, taxation and estate planning. Excellent report-writing, research and analytical skills. Experience using cashflow modelling software. Strong communication skills with the ability to work effectively with Advisers, clients and third-party professionals. Highly organised with excellent attention to detail. Commitment to maintaining Continuing Professional Development (CPD) and keeping up to date with regulatory and legislative changes.

Job Title: Financial Adviser Industry: Financial Services Location: Farnborough Salary: Up to £75,000 + Bonus Job Ref: 10479 Job Description: An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices in Farnborough. This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. You'll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams. This is a growth-led position, sourcing new HNW client enquiries and utilising established introducer networks. You'll focus on developing and managing a client bank, with full support provided at every stage of the advice process. You'll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Advisers benefit from a strong compliance framework, modern technology, and robust marketing support that makes growing your client base both efficient and sustainable. Your responsibilities include: Providing fully independent financial advice and personalised recommendations Managing, developing, and retaining a portfolio of clients Collaborating closely with internal support teams to deliver exceptional service Working flexibly across home and local office environments to best meet client needs What's in it for you: Competitive starting salary up to £75,000 basic Highly achievable validation Attractive bonus scheme New business driven, able to utilise network and company support to generate client Excellent benefits package, including: Salary sacrifice options on Private Medical Insurance (PMI) Death in Service (DIS) 25 days holiday + BH and Pension Study and professional development support Paraplanning, Compliance, and Admin support Hybrid and flexible working options - home and office-based balance Skills and experience required Diploma (Dip PFS) or equivalent Level 4 qualification (minimum) At least 1 year's experience in providing financial advice Proven ability to build and maintain trusted client relationships A proactive, client-focused approach with strong communication skills This is a fantastic opportunity to join a forward-thinking firm that truly values its advisers and invests in their success. If you're passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.

RecruitUK is working with established and growing financial planning firm and they're looking to hire a Junior Paraplanner to join their team in Farnborough. You'll be working closely with Financial Advisers, providing technical support across research, report writing, and compliance processes. The Role Assisting with the preparation of suitability reports, financial plans, and cashflow modelling based on client information and adviser guidance Carrying out research into financial products, investment solutions, and technical planning areas Supporting the production of accurate, professional client reports and recommendations Liaising with clients by phone and in person where required Assisting advisers with meeting preparation and providing technical administrative support Supporting the implementation of advice, including completing and processing applications Experience and Skills Previous experience in an IFA Administration or Junior Paraplanning role Progress towards the Level 4 Diploma in Regulated Financial Planning (one exam minimum) Some exposure to report writing or supporting the production of suitability reports Eager to learn and keen to develop a career in paraplanning Experience with an industry relevant CRM / back-office system Benefits Competitive salary up to £38,000 Hybrid working after probation Attractive pension scheme Death in service cover 25 days annual leave plus bank holidays + birthday off (buy/sell scheme) Flexible benefits package Exam Support If you've been looking for a step up into paraplanning, and a company that values your contribution, this could be the role for you. Get in touch today to find out more!

Financial Adviser - Harlow Salary: £35,000 to £60,000 (depending on experience) Location: Harlow Working Pattern: Hybrid About the Opportunity Recruit UK is delighted to be supporting a growing financial planning firm in Harlow as they expand their adviser team. They're keen to speak with experienced Advisers as well as ambitious Level 4 qualified professionals looking to transition into an adviser role. This is a fantastic opportunity to join a collaborative business that invests in its people and provides excellent support to help advisers succeed. The Role As a Financial Adviser, you will: Meet with clients and build lasting relationships. Deliver holistic advice across pensions, investments and protection. Understand clients' financial goals and recommend suitable solutions. Manage an existing client bank while developing new business opportunities. Carry out annual reviews. Work alongside experienced paraplanners and administrators. Maintain high compliance and regulatory standards. What They're Looking For Level 4 Diploma in Regulated Financial Planning. Advising experience or a strong desire to move into an adviser position. Excellent communication skills. Client focused and commercially aware. Full UK driving licence. What's on Offer £35,000 to £60,000 depending on experience. Hybrid working. Existing client bank. Full back office support. Structured career development and salary progression. Friendly and supportive team.

Financial Adviser - Westerham Salary: £35,000 to £60,000 (depending on experience) Location: Westerham Working Pattern: Hybrid About the Opportunity Recruit UK is proud to be working with a growing financial planning firm in Westerham as they continue to expand their adviser team. They are looking for experienced Financial Advisers as well as Level 4 qualified professionals ready to build a successful career within a supportive business. With an existing client bank, dedicated support teams and clear progression opportunities, this is an excellent chance to develop your career. The Role As a Financial Adviser, you will: Meet clients and build long term relationships. Provide holistic advice across pensions, investments and protection. Manage and develop an existing client portfolio. Generate new business opportunities. Carry out regular client reviews. Work closely with experienced support teams. Ensure all advice is delivered in line with FCA regulations. What They're Looking For Level 4 Diploma in Regulated Financial Planning. Experienced Adviser or someone looking to step into advising. Excellent communication skills. Strong client relationship management. Full UK driving licence. What's on Offer £35,000 to £60,000 depending on experience. Hybrid working. Existing client bank. Full paraplanning and administration support. Regular salary reviews and career progression. Collaborative and supportive culture

Job Title: Administration Team Leader Location: Leeds Salary: £35,000 - £45,000 + Bonus Job Type: Full-time Reference: 10375 About the Role Recruit UK is working with a well-established and highly respected financial planning firm who are looking for a Team Leader in wealth management. Looking for an experienced and motivated Team Leader to lead their Client Administration team based in Leeds. You will lead, coach and develop a team of Client Administrators, ensuring they provide comprehensive and proactive administrative support to Financial Planners and maintain strong, professional relationships with clients and internal stakeholders. With a strong focus on quality, accuracy and regulatory compliance, you will ensure all processes are delivered to the highest standards. Working closely with the Managing Partner / Team Head, you will support capacity planning, performance management and continuous improvement initiatives, helping to optimise team performance and enhance efficiency across the function. This is an excellent opportunity for a proven people leader who is passionate about client service, team development and operational excellence within a regulated environment. Key Responsibilities Administration/client servicing leadership experience in an independent financial planning firm. Line management experience preferred (coaching, development, performance) Strong organisation, prioritisation and workload planning skills Clear communication with strong stakeholder and client relationship skills Confident with CRM/workflow systems and Microsoft office (especially Outlook and Excel) Able to use basic MI (volumes, turnaround times, errors) to improve service Willing to travel between sites Benefits Competitive salary: £35,000 -£45,000 Hybrid working Private medical insurance Life assurance Pension contributions Generous holiday allowance + option to purchase additional days Shared parental leave Ongoing study support and professional development opportunities

Job Title: IFA Administrator Industry: Financial Advice Location: Market Harborough (Hybrid) Salary: Up to 30,000 Reference Number: 10369 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Market Harborough. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience 28 days' holiday plus bank holidays Birthday off Early finish on Fridays Pension contributions Strong benefits package Ongoing development and career progression Supportive and collaborative team Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office or Xplan is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.