Recruit UK is working with a rapidly growing, national Wealth Manager who are looking for a Paraplanner to join them in Wigan, to support a team of Financial Planners. This is a hands-on, technical paraplanning role where you will work on a wide range of client cases, gaining valuable exposure to many different areas of financial advice. This is a great opportunity for an ambitious Paraplanner looking to build a long-term career in financial planning. They invest heavily in their team, funding professional exams and offer numerous routes to progress internally, whether into Financial Adviser or Senior Operations. Responsibilities Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations Provide guidance to advisers on aspects of specific cases to support advice Conduct thorough research to support financial planning What's in it for you: Salary up £45,000 Hybrid working Clear progression route to Financial Adviser Funded exams and additional revision support Discretionary bonus Holiday: 25 days, plus Bank Holidays and Christmas closures DIS, Pension, Sick Pay Skills and experience required: Level 4 Diploma in Financial Planning Minimum 1 year of Paraplanning experience
Oct 02, 2026
Full time
Recruit UK is working with a rapidly growing, national Wealth Manager who are looking for a Paraplanner to join them in Wigan, to support a team of Financial Planners. This is a hands-on, technical paraplanning role where you will work on a wide range of client cases, gaining valuable exposure to many different areas of financial advice. This is a great opportunity for an ambitious Paraplanner looking to build a long-term career in financial planning. They invest heavily in their team, funding professional exams and offer numerous routes to progress internally, whether into Financial Adviser or Senior Operations. Responsibilities Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations Provide guidance to advisers on aspects of specific cases to support advice Conduct thorough research to support financial planning What's in it for you: Salary up £45,000 Hybrid working Clear progression route to Financial Adviser Funded exams and additional revision support Discretionary bonus Holiday: 25 days, plus Bank Holidays and Christmas closures DIS, Pension, Sick Pay Skills and experience required: Level 4 Diploma in Financial Planning Minimum 1 year of Paraplanning experience
Job Title: Junior Financial Adviser Location: London (Hybrid) Reference Number: 10535 Recruit UK is partnering with a well-established wealth management firm that is expanding its adviser team in London. Are you looking to take the next step towards becoming a fully qualified Financial Planner? This is an excellent opportunity to join a highly respected wealth management firm offering a structured development pathway, hands-on client exposure and full support towards achieving Chartered status. With a salary of up to £38,000 , hybrid working (3 days in the London office) and a clear progression route into an advisory role, this position is ideal for someone who has completed Level 4 or is actively working towards the Diploma and is eager to build a long-term career in financial planning. Why Apply? Up to £38,000 basic salary Hybrid working with just 3 days per week in the London office Structured career pathway towards becoming a Financial Adviser Full study support and ongoing professional development Exposure to client meetings, financial planning and technical research Opportunity to work alongside experienced Financial Planners and Advisers Clear progression towards Chartered status Excellent role for candidates from IFA Administration, Paraplanning or Financial Planning support backgrounds The Role You'll work closely with experienced Financial Planners, supporting them with client servicing, report preparation, research and implementation of recommendations. You'll gain valuable exposure to the full financial planning process, including client meetings, technical research, provider liaison and suitability report preparation. This is a hands-on development role designed to equip you with the technical knowledge, practical experience and qualifications needed to progress into a fully qualified adviser position. What We're Looking For Level 4 Diploma completed or actively working towards completion Experience within an IFA, wealth management or financial planning environment Strong communication and relationship-building skills Excellent organisation and attention to detail A genuine desire to progress into a Financial Adviser role Positive, proactive and client-focused approach Benefits Package 30 days annual leave , with the option to buy up to 3 additional days and carry over up to 5 days unused holiday. Hybrid working with just 3 days per week in the London office . Generous pension contribution Private Medical Insurance Life Assurance Income Protection Critical Illness Cover provided from day one. Full access to health and wellbeing support Funded professional qualifications and professional membership support Cycle to Work Scheme One paid volunteering day each year. This is a fantastic opportunity for an ambitious individual seeking a clear route into financial advice with the support, training and mentoring needed to build a successful long-term career. 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: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. 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. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Oct 02, 2026
Full time
Job Title: Junior Financial Adviser Location: London (Hybrid) Reference Number: 10535 Recruit UK is partnering with a well-established wealth management firm that is expanding its adviser team in London. Are you looking to take the next step towards becoming a fully qualified Financial Planner? This is an excellent opportunity to join a highly respected wealth management firm offering a structured development pathway, hands-on client exposure and full support towards achieving Chartered status. With a salary of up to £38,000 , hybrid working (3 days in the London office) and a clear progression route into an advisory role, this position is ideal for someone who has completed Level 4 or is actively working towards the Diploma and is eager to build a long-term career in financial planning. Why Apply? Up to £38,000 basic salary Hybrid working with just 3 days per week in the London office Structured career pathway towards becoming a Financial Adviser Full study support and ongoing professional development Exposure to client meetings, financial planning and technical research Opportunity to work alongside experienced Financial Planners and Advisers Clear progression towards Chartered status Excellent role for candidates from IFA Administration, Paraplanning or Financial Planning support backgrounds The Role You'll work closely with experienced Financial Planners, supporting them with client servicing, report preparation, research and implementation of recommendations. You'll gain valuable exposure to the full financial planning process, including client meetings, technical research, provider liaison and suitability report preparation. This is a hands-on development role designed to equip you with the technical knowledge, practical experience and qualifications needed to progress into a fully qualified adviser position. What We're Looking For Level 4 Diploma completed or actively working towards completion Experience within an IFA, wealth management or financial planning environment Strong communication and relationship-building skills Excellent organisation and attention to detail A genuine desire to progress into a Financial Adviser role Positive, proactive and client-focused approach Benefits Package 30 days annual leave , with the option to buy up to 3 additional days and carry over up to 5 days unused holiday. Hybrid working with just 3 days per week in the London office . Generous pension contribution Private Medical Insurance Life Assurance Income Protection Critical Illness Cover provided from day one. Full access to health and wellbeing support Funded professional qualifications and professional membership support Cycle to Work Scheme One paid volunteering day each year. This is a fantastic opportunity for an ambitious individual seeking a clear route into financial advice with the support, training and mentoring needed to build a successful long-term career. 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: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. 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. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Job Title: IFA Administrator Industry: Financial Planning Location: Coventry Salary: up to £34,000 Job Reference: 10616 Job Description: Recruit UK are working with on an exciting opportunity for an IFA Administrator to join a Financial Planning firm. Our client is a specialise Financial Planning firm, who have offices across the UK. As their Coventry office continues to grow and expand, they are looking to bring on an IFA Administrator to join their well established back office team. Duties: Helping prepare for client meetings, both new business and existing Updating the back office system with client information and documentation Sending out LOA Preparing cases for submission and processing new business applications Liaising with clients and advisers Benefits: Competitive salary of £34,000 (negotiable for the right candidate) Discretionary Bonus Private medical insurance 25 days annual leave +/- 5 days Christmas closure 7.5% pension contribution Continued professional development and career progression Exam funding and support Skills and experience required: Experience working as a Financial Planning Administrator (required) Experience using Intelligent Office Good knowledge of UK regulations and products 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: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. 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. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Sep 30, 2026
Full time
Job Title: IFA Administrator Industry: Financial Planning Location: Coventry Salary: up to £34,000 Job Reference: 10616 Job Description: Recruit UK are working with on an exciting opportunity for an IFA Administrator to join a Financial Planning firm. Our client is a specialise Financial Planning firm, who have offices across the UK. As their Coventry office continues to grow and expand, they are looking to bring on an IFA Administrator to join their well established back office team. Duties: Helping prepare for client meetings, both new business and existing Updating the back office system with client information and documentation Sending out LOA Preparing cases for submission and processing new business applications Liaising with clients and advisers Benefits: Competitive salary of £34,000 (negotiable for the right candidate) Discretionary Bonus Private medical insurance 25 days annual leave +/- 5 days Christmas closure 7.5% pension contribution Continued professional development and career progression Exam funding and support Skills and experience required: Experience working as a Financial Planning Administrator (required) Experience using Intelligent Office Good knowledge of UK regulations and products 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: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. 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. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Job Title: Financial Services Administrator Industry: Financial Planning Location: Sutton Coldfield Salary: up to £32,000 Job reference: 10617 Job Description: Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice. If you're passionate about giving individual clients guiding and support and a quality service, this is the company for you. My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Sutton Coldfield. As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs, updating the CRM system, liaising with clients over the telephone and much more. What's in it for you? Competitive Salary up to £32,000, dependent on experience. Professional Development - study support towards the Level 4 Diploma (if desirable) Work-Life Balance - flexible home and office working (post probation) Generous Holiday Package - 25 days of annual leave plus bank holidays Lovely office in the heart of Sutton Coldfield Brilliant work culture Great transport links near the office Skills and experience required: 2+ years' experience in an IFA Administration role Excellent communication skills, both written and verbal Good telephone manner Experience with Intelligent Office is desirable 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 an Independent Financial Advice firm based in Sutton Coldfield on an Financial Services Administrator 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.
Sep 30, 2026
Full time
Job Title: Financial Services Administrator Industry: Financial Planning Location: Sutton Coldfield Salary: up to £32,000 Job reference: 10617 Job Description: Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice. If you're passionate about giving individual clients guiding and support and a quality service, this is the company for you. My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Sutton Coldfield. As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs, updating the CRM system, liaising with clients over the telephone and much more. What's in it for you? Competitive Salary up to £32,000, dependent on experience. Professional Development - study support towards the Level 4 Diploma (if desirable) Work-Life Balance - flexible home and office working (post probation) Generous Holiday Package - 25 days of annual leave plus bank holidays Lovely office in the heart of Sutton Coldfield Brilliant work culture Great transport links near the office Skills and experience required: 2+ years' experience in an IFA Administration role Excellent communication skills, both written and verbal Good telephone manner Experience with Intelligent Office is desirable 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 an Independent Financial Advice firm based in Sutton Coldfield on an Financial Services Administrator 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 / Wealth Management Location: Manchester / Leeds / Harrogate Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary OTE of £100,000+ Established base of private and HNW clients Regional office support across Manchester, Leeds and Harrogate Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Chartered status advantageous Proven experience as a Financial Adviser Experience advising private and HNW clients Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Sep 30, 2026
Full time
Job Title: Financial Adviser Industry: Financial Services / Wealth Management Location: Manchester / Leeds / Harrogate Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary OTE of £100,000+ Established base of private and HNW clients Regional office support across Manchester, Leeds and Harrogate Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Chartered status advantageous Proven experience as a Financial Adviser Experience advising private and HNW clients Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Job Title: Financial Adviser Industry: Financial Services / Wealth Management Location: Manchester / Leeds / Harrogate Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary OTE of £100,000+ Established base of private and HNW clients Regional office support across Manchester, Leeds and Harrogate Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Chartered status advantageous Proven experience as a Financial Adviser Experience advising private and HNW clients Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Sep 30, 2026
Full time
Job Title: Financial Adviser Industry: Financial Services / Wealth Management Location: Manchester / Leeds / Harrogate Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary OTE of £100,000+ Established base of private and HNW clients Regional office support across Manchester, Leeds and Harrogate Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Chartered status advantageous Proven experience as a Financial Adviser Experience advising private and HNW clients Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Job Title: Financial Adviser Industry: Financial Services / Wealth Management Location: Manchester / Leeds / Harrogate Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary OTE of £100,000+ Established base of private and HNW clients Regional office support across Manchester, Leeds and Harrogate Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Chartered status advantageous Proven experience as a Financial Adviser Experience advising private and HNW clients Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Sep 30, 2026
Full time
Job Title: Financial Adviser Industry: Financial Services / Wealth Management Location: Manchester / Leeds / Harrogate Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary OTE of £100,000+ Established base of private and HNW clients Regional office support across Manchester, Leeds and Harrogate Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Chartered status advantageous Proven experience as a Financial Adviser Experience advising private and HNW clients Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Desk Based Financial Planner Location: Manchester Salary: Up to £55,000 Working Pattern: Hybrid Are you an experienced Financial Planner looking for an exciting opportunity to develop your career within a growing wealth management business? We are looking for a Desk Based Financial Planner to join a successful and expanding financial planning team in Manchester. This is an excellent opportunity for an experienced adviser who enjoys building long-term client relationships, providing holistic financial planning advice and identifying new opportunities to support clients throughout their financial journey. The Role As a Desk Based Financial Planner, you will provide high-quality, independent financial advice and financial planning to private clients across a broad range of planning needs. You will be responsible for maintaining and developing existing client relationships, identifying new advice opportunities and delivering a consistently high level of client service. Key Responsibilities Manage and nurture an existing client portfolio, developing strong and lasting relationships. Proactively contact clients to introduce and convert them to the ongoing service proposition. Conduct regular client reviews and identify changing financial planning needs. Provide holistic financial planning advice across investments, pensions, retirement planning and wider wealth management solutions. Identify opportunities for additional advice and generate new business from existing and prospective clients. Achieve agreed revenue and business development targets. Proactively identify cross-selling opportunities and introduce clients to other areas of the wider business where appropriate. Generate new client enquiries and convert these into advice opportunities. Support local, regional and national sales and marketing initiatives. Provide independent advice in accordance with FCA regulations and internal policies and procedures. Produce high-quality client reports and recommendations using approved processes and documentation. Maintain accurate and compliant client records. Ensure advice and client files meet regulatory and internal compliance requirements. Deliver an excellent client experience, ensuring timely communication and responses throughout the advice journey. Develop strong relationships with professional connections and external introducers to generate additional opportunities. Maintain strong technical knowledge through continued professional development. Keep up to date with financial planning legislation, regulation and industry developments. Work collaboratively with colleagues across the wider business to create a seamless client experience. Contribute ideas and feedback to improve processes, service standards and client outcomes. About You We are looking for an experienced Financial Planner who combines strong technical knowledge with excellent relationship management and communication skills. You will be confident dealing with clients remotely and have the ability to understand their objectives, establish trust and deliver appropriate holistic financial planning solutions. Skills & Experience Previous experience working as a Financial Adviser or Financial Planner. Strong experience within wealth management or financial planning. Excellent client relationship management skills. Strong written and verbal communication skills. Technical competence across the key areas of financial planning. Strong analytical and decision-making skills. Excellent attention to detail. Good time management and the ability to work effectively to deadlines. Confident using Microsoft Word, Excel and client databases. Experience with cash-flow modelling would be advantageous. Previous paraplanning experience would be advantageous. Good knowledge and understanding of relevant FCA regulations. A proactive approach to business development and identifying new client opportunities. Qualifications Essential: Diploma in Regulated Financial Planning or equivalent. Desirable: Advanced Diploma in Financial Planning or Chartered Financial Planner status CAS Status Willingness to work towards further professional qualifications. What You'll Receive In addition to a competitive salary of up to £55,000 , the role offers a comprehensive benefits package including: Private Medical Insurance Employee Pension Scheme Dental Insurance Life Assurance Health Cash Plan Hybrid working Discretionary performance-related bonus 24 days' annual leave, increasing to 30 days with service, plus public holidays Employee Assistance Programme A range of flexible benefits to choose from
Sep 30, 2026
Full time
Desk Based Financial Planner Location: Manchester Salary: Up to £55,000 Working Pattern: Hybrid Are you an experienced Financial Planner looking for an exciting opportunity to develop your career within a growing wealth management business? We are looking for a Desk Based Financial Planner to join a successful and expanding financial planning team in Manchester. This is an excellent opportunity for an experienced adviser who enjoys building long-term client relationships, providing holistic financial planning advice and identifying new opportunities to support clients throughout their financial journey. The Role As a Desk Based Financial Planner, you will provide high-quality, independent financial advice and financial planning to private clients across a broad range of planning needs. You will be responsible for maintaining and developing existing client relationships, identifying new advice opportunities and delivering a consistently high level of client service. Key Responsibilities Manage and nurture an existing client portfolio, developing strong and lasting relationships. Proactively contact clients to introduce and convert them to the ongoing service proposition. Conduct regular client reviews and identify changing financial planning needs. Provide holistic financial planning advice across investments, pensions, retirement planning and wider wealth management solutions. Identify opportunities for additional advice and generate new business from existing and prospective clients. Achieve agreed revenue and business development targets. Proactively identify cross-selling opportunities and introduce clients to other areas of the wider business where appropriate. Generate new client enquiries and convert these into advice opportunities. Support local, regional and national sales and marketing initiatives. Provide independent advice in accordance with FCA regulations and internal policies and procedures. Produce high-quality client reports and recommendations using approved processes and documentation. Maintain accurate and compliant client records. Ensure advice and client files meet regulatory and internal compliance requirements. Deliver an excellent client experience, ensuring timely communication and responses throughout the advice journey. Develop strong relationships with professional connections and external introducers to generate additional opportunities. Maintain strong technical knowledge through continued professional development. Keep up to date with financial planning legislation, regulation and industry developments. Work collaboratively with colleagues across the wider business to create a seamless client experience. Contribute ideas and feedback to improve processes, service standards and client outcomes. About You We are looking for an experienced Financial Planner who combines strong technical knowledge with excellent relationship management and communication skills. You will be confident dealing with clients remotely and have the ability to understand their objectives, establish trust and deliver appropriate holistic financial planning solutions. Skills & Experience Previous experience working as a Financial Adviser or Financial Planner. Strong experience within wealth management or financial planning. Excellent client relationship management skills. Strong written and verbal communication skills. Technical competence across the key areas of financial planning. Strong analytical and decision-making skills. Excellent attention to detail. Good time management and the ability to work effectively to deadlines. Confident using Microsoft Word, Excel and client databases. Experience with cash-flow modelling would be advantageous. Previous paraplanning experience would be advantageous. Good knowledge and understanding of relevant FCA regulations. A proactive approach to business development and identifying new client opportunities. Qualifications Essential: Diploma in Regulated Financial Planning or equivalent. Desirable: Advanced Diploma in Financial Planning or Chartered Financial Planner status CAS Status Willingness to work towards further professional qualifications. What You'll Receive In addition to a competitive salary of up to £55,000 , the role offers a comprehensive benefits package including: Private Medical Insurance Employee Pension Scheme Dental Insurance Life Assurance Health Cash Plan Hybrid working Discretionary performance-related bonus 24 days' annual leave, increasing to 30 days with service, plus public holidays Employee Assistance Programme A range of flexible benefits to choose from
Recruit UK are supporting a busy financial services office and they're looking to hire an experienced Protection Adviser due to continued growth. Your focus will be providing tailored protection advice to clients generated through the mortgage team and you'll be provided with a consistent flow of warm leads, with no requirement for self-generated business. Responsibilities Providing advice on protection products (life, critical illness, and income protection) Working alongside Mortgage Advisers to maximise protection opportunities from clients Effectively managing cases from start to finish Building and maintaining client relationships Benefits Up to £35,000 basic salary Excellent earning potential (£80k plus) Quarterly bonuses All business written (non-indemnity basis over 48 months) Steady flow of high-quality leads Established team with great back-office support Requirements 3+ years' experience within Protection Advice Fully qualified and CAS (essential) If you are an experienced Protection Adviser looking for a role with reliable leads, back-office support and a lucrative bonus model, this could be the position for you! Get in touch today to find out more.
Sep 30, 2026
Full time
Recruit UK are supporting a busy financial services office and they're looking to hire an experienced Protection Adviser due to continued growth. Your focus will be providing tailored protection advice to clients generated through the mortgage team and you'll be provided with a consistent flow of warm leads, with no requirement for self-generated business. Responsibilities Providing advice on protection products (life, critical illness, and income protection) Working alongside Mortgage Advisers to maximise protection opportunities from clients Effectively managing cases from start to finish Building and maintaining client relationships Benefits Up to £35,000 basic salary Excellent earning potential (£80k plus) Quarterly bonuses All business written (non-indemnity basis over 48 months) Steady flow of high-quality leads Established team with great back-office support Requirements 3+ years' experience within Protection Advice Fully qualified and CAS (essential) If you are an experienced Protection Adviser looking for a role with reliable leads, back-office support and a lucrative bonus model, this could be the position for you! Get in touch today to find out more.
Job Title: Financial Adviser Location: Belfast Salary: £50,000 - £70,000 + Bonus REF: 10601 Are you an experienced Financial Adviser looking for an opportunity where you can inherit an established client bank while continuing to develop new business? We are working with an established Wealth Management firm in Belfast that is looking for a Financial Adviser to join its growing team. This is a combination of client servicing and new business, with an existing portfolio of clients to manage alongside a regular flow of leads and opportunities to develop further business. The majority of clients are based locally, making this a great opportunity for an Adviser who wants to build long-term relationships and establish themselves within the local market. You'll be fully supported by dedicated paraplanning and administration teams, allowing you to focus on advising clients, developing relationships and converting new opportunities. In addition to your salary, you'll receive a bonus based on issued initial fees/commission. Hybrid working is central to this role, offering flexibility alongside the benefits of being part of an established local team. What's in it for you? £50,000 - £70,000 basic salary, depending on experience Bonus based on issued initial fees/commission No validation target Existing client bank Leads and new business opportunities provided Full paraplanning and administration support Hybrid working Pension - 5% employee / 3% employer contribution Death in Service 25 days' holiday plus bank holidays Skills and experience required CAS status is essential Experience providing regulated financial advice Strong relationship management and client servicing skills Ability to identify and convert new business opportunities Excellent communication and interpersonal skills Comfortable managing an existing client bank while developing new relationships This is an excellent opportunity for an established Financial Adviser looking for a role that offers the security of an existing client bank, ongoing lead flow and a competitive basic salary without a validation target. If you're based in or around Belfast and would like to find out more, please get in touch or apply now for a confidential conversation.
Sep 30, 2026
Full time
Job Title: Financial Adviser Location: Belfast Salary: £50,000 - £70,000 + Bonus REF: 10601 Are you an experienced Financial Adviser looking for an opportunity where you can inherit an established client bank while continuing to develop new business? We are working with an established Wealth Management firm in Belfast that is looking for a Financial Adviser to join its growing team. This is a combination of client servicing and new business, with an existing portfolio of clients to manage alongside a regular flow of leads and opportunities to develop further business. The majority of clients are based locally, making this a great opportunity for an Adviser who wants to build long-term relationships and establish themselves within the local market. You'll be fully supported by dedicated paraplanning and administration teams, allowing you to focus on advising clients, developing relationships and converting new opportunities. In addition to your salary, you'll receive a bonus based on issued initial fees/commission. Hybrid working is central to this role, offering flexibility alongside the benefits of being part of an established local team. What's in it for you? £50,000 - £70,000 basic salary, depending on experience Bonus based on issued initial fees/commission No validation target Existing client bank Leads and new business opportunities provided Full paraplanning and administration support Hybrid working Pension - 5% employee / 3% employer contribution Death in Service 25 days' holiday plus bank holidays Skills and experience required CAS status is essential Experience providing regulated financial advice Strong relationship management and client servicing skills Ability to identify and convert new business opportunities Excellent communication and interpersonal skills Comfortable managing an existing client bank while developing new relationships This is an excellent opportunity for an established Financial Adviser looking for a role that offers the security of an existing client bank, ongoing lead flow and a competitive basic salary without a validation target. If you're based in or around Belfast and would like to find out more, please get in touch or apply now for a confidential conversation.
Job Title: Financial Adviser Location: Bath Salary: £50,000 - £70,000 + Bonus REF: 10602 Are you an experienced Financial Adviser looking for an opportunity where you can inherit an established client bank while continuing to develop new business? We are working with an established Wealth Management firm in Bath that is looking for a Financial Adviser to join its growing team. This is a combination of client servicing and new business, with an existing portfolio of clients to manage alongside a regular flow of leads and opportunities to develop further business. The majority of clients are based locally across Bath and the surrounding areas, making this a great opportunity for an Adviser who wants to build long-term relationships and establish themselves within the local market. You'll be fully supported by dedicated paraplanning and administration teams, allowing you to focus on advising clients, developing relationships and converting new opportunities. In addition to your salary, you'll receive a bonus based on issued initial fees/commission. Hybrid working is central to this role, offering flexibility alongside the benefits of being part of an established local team. What's in it for you? £50,000 - £70,000 basic salary, depending on experience Bonus based on issued initial fees/commission No validation target Existing client bank Leads and new business opportunities provided Full paraplanning and administration support Hybrid working Pension - 5% employee / 3% employer contribution Death in Service 25 days' holiday plus bank holidays Skills and experience required CAS status is essential Experience providing regulated financial advice Strong relationship management and client servicing skills Ability to identify and convert new business opportunities Excellent communication and interpersonal skills Comfortable managing an existing client bank while developing new relationships This is an excellent opportunity for an established Financial Adviser looking for a role that offers the security of an existing client bank, ongoing lead flow and a competitive basic salary without a validation target. If you're based in or around Bath and would like to find out more, please get in touch or apply now for a confidential conversation.
Sep 30, 2026
Full time
Job Title: Financial Adviser Location: Bath Salary: £50,000 - £70,000 + Bonus REF: 10602 Are you an experienced Financial Adviser looking for an opportunity where you can inherit an established client bank while continuing to develop new business? We are working with an established Wealth Management firm in Bath that is looking for a Financial Adviser to join its growing team. This is a combination of client servicing and new business, with an existing portfolio of clients to manage alongside a regular flow of leads and opportunities to develop further business. The majority of clients are based locally across Bath and the surrounding areas, making this a great opportunity for an Adviser who wants to build long-term relationships and establish themselves within the local market. You'll be fully supported by dedicated paraplanning and administration teams, allowing you to focus on advising clients, developing relationships and converting new opportunities. In addition to your salary, you'll receive a bonus based on issued initial fees/commission. Hybrid working is central to this role, offering flexibility alongside the benefits of being part of an established local team. What's in it for you? £50,000 - £70,000 basic salary, depending on experience Bonus based on issued initial fees/commission No validation target Existing client bank Leads and new business opportunities provided Full paraplanning and administration support Hybrid working Pension - 5% employee / 3% employer contribution Death in Service 25 days' holiday plus bank holidays Skills and experience required CAS status is essential Experience providing regulated financial advice Strong relationship management and client servicing skills Ability to identify and convert new business opportunities Excellent communication and interpersonal skills Comfortable managing an existing client bank while developing new relationships This is an excellent opportunity for an established Financial Adviser looking for a role that offers the security of an existing client bank, ongoing lead flow and a competitive basic salary without a validation target. If you're based in or around Bath and would like to find out more, please get in touch or apply now for a confidential conversation.
Job Title: Financial Adviser Industry: Financial Services / Wealth Management Location: Manchester / Skipton/Blackburn Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary Established base of private and HNW clients Regional office support across Manchester, Skipton and Blackburn Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Proven experience as a Financial Adviser Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Sep 30, 2026
Full time
Job Title: Financial Adviser Industry: Financial Services / Wealth Management Location: Manchester / Skipton/Blackburn Salary: £65,000 - £70,000 + Bonus (OTE £100,000+) Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients. This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base. The Role You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business. What's in it for you: £65,000 - £70,000 basic salary Established base of private and HNW clients Regional office support across Manchester, Skipton and Blackburn Hybrid working options Full administrative support from experienced IFA Administrators and Paraplanners Collaborative, in-house working environment Prestigious and established wealth management firm Strong career development opportunities Skills & Experience Required: Level 4 Diploma in Financial Planning qualified as a minimum Proven experience as a Financial Adviser Strong technical knowledge and holistic advice experience Excellent communication and relationship-building skills Please apply if you are interested in hearing more about this opportunity.
Job Title: Financial Administrator Industry: Financial Services Location: Blackpool Salary: Up to 27,500 Reference Number: 10610 Job Description: Recruit UK is working on an exciting opportunity for an experienced Financial Administrator to join a well-established Independent Financial Advice firm based in Blackpool. As a Financial Administrator, you will be responsible for supporting the administrative aspects of VCT activities, ensuring all processes are completed accurately and in line with organisational and regulatory requirements. Responsibilities: Handle shareholder and intermediary enquiries, process transactions and payments, maintain creditor records, and manage agency transfer requests, ensuring accurate and timely administration. Support VCT applications, including pre- and post-allotment administration, buybacks and related disclosures. Assist with weekly Net Asset Value disclosures to the London Stock Exchange and maintain the relevant website updates. Conduct anti-money laundering checks and risk reviews for VCT applicants, obtain additional information where required, and assist with KPI tracking, departmental MI, analysis and reporting. What's in it for you: Salary up to £27,500 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: A minimum of 1 year's experience working as an Administrator or in a similar role within financial services and a regulated environment Proficiency in Word, Excel and Outlook Experience with Avaloq 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.
Sep 30, 2026
Full time
Job Title: Financial Administrator Industry: Financial Services Location: Blackpool Salary: Up to 27,500 Reference Number: 10610 Job Description: Recruit UK is working on an exciting opportunity for an experienced Financial Administrator to join a well-established Independent Financial Advice firm based in Blackpool. As a Financial Administrator, you will be responsible for supporting the administrative aspects of VCT activities, ensuring all processes are completed accurately and in line with organisational and regulatory requirements. Responsibilities: Handle shareholder and intermediary enquiries, process transactions and payments, maintain creditor records, and manage agency transfer requests, ensuring accurate and timely administration. Support VCT applications, including pre- and post-allotment administration, buybacks and related disclosures. Assist with weekly Net Asset Value disclosures to the London Stock Exchange and maintain the relevant website updates. Conduct anti-money laundering checks and risk reviews for VCT applicants, obtain additional information where required, and assist with KPI tracking, departmental MI, analysis and reporting. What's in it for you: Salary up to £27,500 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: A minimum of 1 year's experience working as an Administrator or in a similar role within financial services and a regulated environment Proficiency in Word, Excel and Outlook Experience with Avaloq 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.
Job Title: Client Service Manager Location: Birmingham, Bristol or Wimborne Salary: Up to £55,000 Reference: 10611 Are you an experienced Client Service Manager with a background in Wealth Management and strong experience leading and developing client support teams? We are working with an established UK Wealth Management firm that is looking for a Client Service Manager to take responsibility for a team of administrators across their South offices. You can be based from any of the three offices, but flexibility to travel between locations is essential. Typically, you'll visit Bristol and Birmingham every other week, with travel to the Dorset office around once or twice per month. All travel costs between offices will be covered. This is a hands-on leadership role focused on ensuring the team delivers an excellent level of service to both Financial Advisers and their clients. You'll take ownership of team performance, workloads and service standards, while coaching and developing individuals through regular 1-2-1s, appraisals and ongoing training. Beyond day-to-day management, you'll have the opportunity to improve processes, introduce best practice and work closely with senior management, Financial Advisers and other areas of the business to improve operational efficiency and client outcomes. What's in it for you? Salary of up to £55,000 25 days holiday +/- 5, plus wellness days Paid volunteering days PMI Up to 10% pension IP / Life assurance / enhanced PAT/MAT Flexibility to be based from Bristol, Birmingham or Wimborne Travel costs between offices covered What will you be doing? Managing, coaching and developing a team of Client Service Executives Overseeing workloads and priorities across multiple locations Ensuring SLAs and client service standards are consistently achieved Holding regular 1-2-1s, appraisals and performance reviews Identifying training and development requirements Recruiting and onboarding new team members when required Identifying opportunities to improve processes and operational efficiency Working closely with Financial Advisers and senior management Supporting the integration of acquired businesses Skills and experience required Strong line management experience is essential, ideally within a similar client service or adviser support environment Experience within Wealth Management, Financial Planning, Asset Management or a closely related sector Proven experience coaching, developing and performance-managing teams Strong understanding of front-to-back Wealth Management processes Ability to manage workloads, priorities and service standards across multiple teams Confident communicator who can work with and influence stakeholders at all levels Strong problem-solving and process improvement skills Flexibility to travel regularly between Bristol, Birmingham and Wimborne This is an excellent opportunity for an experienced Client Service Manager or Wealth Management Team Leader looking to take responsibility for a sizeable regional team and have a genuine influence on how the client service function operates. If you have strong people-management experience within Wealth Management and would like to find out more, please get in touch or apply now for a confidential conversation.
Sep 30, 2026
Full time
Job Title: Client Service Manager Location: Birmingham, Bristol or Wimborne Salary: Up to £55,000 Reference: 10611 Are you an experienced Client Service Manager with a background in Wealth Management and strong experience leading and developing client support teams? We are working with an established UK Wealth Management firm that is looking for a Client Service Manager to take responsibility for a team of administrators across their South offices. You can be based from any of the three offices, but flexibility to travel between locations is essential. Typically, you'll visit Bristol and Birmingham every other week, with travel to the Dorset office around once or twice per month. All travel costs between offices will be covered. This is a hands-on leadership role focused on ensuring the team delivers an excellent level of service to both Financial Advisers and their clients. You'll take ownership of team performance, workloads and service standards, while coaching and developing individuals through regular 1-2-1s, appraisals and ongoing training. Beyond day-to-day management, you'll have the opportunity to improve processes, introduce best practice and work closely with senior management, Financial Advisers and other areas of the business to improve operational efficiency and client outcomes. What's in it for you? Salary of up to £55,000 25 days holiday +/- 5, plus wellness days Paid volunteering days PMI Up to 10% pension IP / Life assurance / enhanced PAT/MAT Flexibility to be based from Bristol, Birmingham or Wimborne Travel costs between offices covered What will you be doing? Managing, coaching and developing a team of Client Service Executives Overseeing workloads and priorities across multiple locations Ensuring SLAs and client service standards are consistently achieved Holding regular 1-2-1s, appraisals and performance reviews Identifying training and development requirements Recruiting and onboarding new team members when required Identifying opportunities to improve processes and operational efficiency Working closely with Financial Advisers and senior management Supporting the integration of acquired businesses Skills and experience required Strong line management experience is essential, ideally within a similar client service or adviser support environment Experience within Wealth Management, Financial Planning, Asset Management or a closely related sector Proven experience coaching, developing and performance-managing teams Strong understanding of front-to-back Wealth Management processes Ability to manage workloads, priorities and service standards across multiple teams Confident communicator who can work with and influence stakeholders at all levels Strong problem-solving and process improvement skills Flexibility to travel regularly between Bristol, Birmingham and Wimborne This is an excellent opportunity for an experienced Client Service Manager or Wealth Management Team Leader looking to take responsibility for a sizeable regional team and have a genuine influence on how the client service function operates. If you have strong people-management experience within Wealth Management and would like to find out more, please get in touch or apply now for a confidential conversation.
Job Title: Client Service Manager Location: Birmingham, Bristol or Wimborne Salary: Up to £55,000 Reference: 10611 Are you an experienced Client Service Manager with a background in Wealth Management and strong experience leading and developing client support teams? We are working with an established UK Wealth Management firm that is looking for a Client Service Manager to take responsibility for a team of administrators across their South offices. You can be based from any of the three offices, but flexibility to travel between locations is essential. Typically, you'll visit Bristol and Birmingham every other week, with travel to the Dorset office around once or twice per month. All travel costs between offices will be covered. This is a hands-on leadership role focused on ensuring the team delivers an excellent level of service to both Financial Advisers and their clients. You'll take ownership of team performance, workloads and service standards, while coaching and developing individuals through regular 1-2-1s, appraisals and ongoing training. Beyond day-to-day management, you'll have the opportunity to improve processes, introduce best practice and work closely with senior management, Financial Advisers and other areas of the business to improve operational efficiency and client outcomes. What's in it for you? Salary of up to £55,000 25 days holiday +/- 5, plus wellness days Paid volunteering days PMI Up to 10% pension IP / Life assurance / enhanced PAT/MAT Flexibility to be based from Bristol, Birmingham or Wimborne Travel costs between offices covered What will you be doing? Managing, coaching and developing a team of Client Service Executives Overseeing workloads and priorities across multiple locations Ensuring SLAs and client service standards are consistently achieved Holding regular 1-2-1s, appraisals and performance reviews Identifying training and development requirements Recruiting and onboarding new team members when required Identifying opportunities to improve processes and operational efficiency Working closely with Financial Advisers and senior management Supporting the integration of acquired businesses Skills and experience required Strong line management experience is essential, ideally within a similar client service or adviser support environment Experience within Wealth Management, Financial Planning, Asset Management or a closely related sector Proven experience coaching, developing and performance-managing teams Strong understanding of front-to-back Wealth Management processes Ability to manage workloads, priorities and service standards across multiple teams Confident communicator who can work with and influence stakeholders at all levels Strong problem-solving and process improvement skills Flexibility to travel regularly between Bristol, Birmingham and Wimborne This is an excellent opportunity for an experienced Client Service Manager or Wealth Management Team Leader looking to take responsibility for a sizeable regional team and have a genuine influence on how the client service function operates. If you have strong people-management experience within Wealth Management and would like to find out more, please get in touch or apply now for a confidential conversation.
Sep 30, 2026
Full time
Job Title: Client Service Manager Location: Birmingham, Bristol or Wimborne Salary: Up to £55,000 Reference: 10611 Are you an experienced Client Service Manager with a background in Wealth Management and strong experience leading and developing client support teams? We are working with an established UK Wealth Management firm that is looking for a Client Service Manager to take responsibility for a team of administrators across their South offices. You can be based from any of the three offices, but flexibility to travel between locations is essential. Typically, you'll visit Bristol and Birmingham every other week, with travel to the Dorset office around once or twice per month. All travel costs between offices will be covered. This is a hands-on leadership role focused on ensuring the team delivers an excellent level of service to both Financial Advisers and their clients. You'll take ownership of team performance, workloads and service standards, while coaching and developing individuals through regular 1-2-1s, appraisals and ongoing training. Beyond day-to-day management, you'll have the opportunity to improve processes, introduce best practice and work closely with senior management, Financial Advisers and other areas of the business to improve operational efficiency and client outcomes. What's in it for you? Salary of up to £55,000 25 days holiday +/- 5, plus wellness days Paid volunteering days PMI Up to 10% pension IP / Life assurance / enhanced PAT/MAT Flexibility to be based from Bristol, Birmingham or Wimborne Travel costs between offices covered What will you be doing? Managing, coaching and developing a team of Client Service Executives Overseeing workloads and priorities across multiple locations Ensuring SLAs and client service standards are consistently achieved Holding regular 1-2-1s, appraisals and performance reviews Identifying training and development requirements Recruiting and onboarding new team members when required Identifying opportunities to improve processes and operational efficiency Working closely with Financial Advisers and senior management Supporting the integration of acquired businesses Skills and experience required Strong line management experience is essential, ideally within a similar client service or adviser support environment Experience within Wealth Management, Financial Planning, Asset Management or a closely related sector Proven experience coaching, developing and performance-managing teams Strong understanding of front-to-back Wealth Management processes Ability to manage workloads, priorities and service standards across multiple teams Confident communicator who can work with and influence stakeholders at all levels Strong problem-solving and process improvement skills Flexibility to travel regularly between Bristol, Birmingham and Wimborne This is an excellent opportunity for an experienced Client Service Manager or Wealth Management Team Leader looking to take responsibility for a sizeable regional team and have a genuine influence on how the client service function operates. If you have strong people-management experience within Wealth Management and would like to find out more, please get in touch or apply now for a confidential conversation.
Job Title: Client Service Manager Location: Bristol Salary: Up to £55,000 Reference: 10611 Are you an experienced Client Service Manager with a background in Wealth Management and strong experience leading and developing client support teams? We are working with an established UK Wealth Management firm that is looking for a Client Service Manager to take responsibility for a team of administrators across their South offices. You can be based from any of the three offices, but flexibility to travel between locations is essential. Typically, you'll visit Bristol and Birmingham every other week, with travel to the Dorset office around once or twice per month. All travel costs between offices will be covered. This is a hands-on leadership role focused on ensuring the team delivers an excellent level of service to both Financial Advisers and their clients. You'll take ownership of team performance, workloads and service standards, while coaching and developing individuals through regular 1-2-1s, appraisals and ongoing training. Beyond day-to-day management, you'll have the opportunity to improve processes, introduce best practice and work closely with senior management, Financial Advisers and other areas of the business to improve operational efficiency and client outcomes. What's in it for you? Salary of up to £55,000 25 days holiday +/- 5, plus wellness days Paid volunteering days PMI Up to 10% pension IP / Life assurance / enhanced PAT/MAT Flexibility to be based from Bristol, Birmingham or Wimborne Travel costs between offices covered What will you be doing? Managing, coaching and developing a team of Client Service Executives Overseeing workloads and priorities across multiple locations Ensuring SLAs and client service standards are consistently achieved Holding regular 1-2-1s, appraisals and performance reviews Identifying training and development requirements Recruiting and onboarding new team members when required Identifying opportunities to improve processes and operational efficiency Working closely with Financial Advisers and senior management Supporting the integration of acquired businesses Skills and experience required Strong line management experience is essential, ideally within a similar client service or adviser support environment Experience within Wealth Management, Financial Planning, Asset Management or a closely related sector Proven experience coaching, developing and performance-managing teams Strong understanding of front-to-back Wealth Management processes Ability to manage workloads, priorities and service standards across multiple teams Confident communicator who can work with and influence stakeholders at all levels Strong problem-solving and process improvement skills Flexibility to travel regularly between Bristol, Birmingham and Wimborne This is an excellent opportunity for an experienced Client Service Manager or Wealth Management Team Leader looking to take responsibility for a sizeable regional team and have a genuine influence on how the client service function operates. If you have strong people-management experience within Wealth Management and would like to find out more, please get in touch or apply now for a confidential conversation.
Sep 30, 2026
Full time
Job Title: Client Service Manager Location: Bristol Salary: Up to £55,000 Reference: 10611 Are you an experienced Client Service Manager with a background in Wealth Management and strong experience leading and developing client support teams? We are working with an established UK Wealth Management firm that is looking for a Client Service Manager to take responsibility for a team of administrators across their South offices. You can be based from any of the three offices, but flexibility to travel between locations is essential. Typically, you'll visit Bristol and Birmingham every other week, with travel to the Dorset office around once or twice per month. All travel costs between offices will be covered. This is a hands-on leadership role focused on ensuring the team delivers an excellent level of service to both Financial Advisers and their clients. You'll take ownership of team performance, workloads and service standards, while coaching and developing individuals through regular 1-2-1s, appraisals and ongoing training. Beyond day-to-day management, you'll have the opportunity to improve processes, introduce best practice and work closely with senior management, Financial Advisers and other areas of the business to improve operational efficiency and client outcomes. What's in it for you? Salary of up to £55,000 25 days holiday +/- 5, plus wellness days Paid volunteering days PMI Up to 10% pension IP / Life assurance / enhanced PAT/MAT Flexibility to be based from Bristol, Birmingham or Wimborne Travel costs between offices covered What will you be doing? Managing, coaching and developing a team of Client Service Executives Overseeing workloads and priorities across multiple locations Ensuring SLAs and client service standards are consistently achieved Holding regular 1-2-1s, appraisals and performance reviews Identifying training and development requirements Recruiting and onboarding new team members when required Identifying opportunities to improve processes and operational efficiency Working closely with Financial Advisers and senior management Supporting the integration of acquired businesses Skills and experience required Strong line management experience is essential, ideally within a similar client service or adviser support environment Experience within Wealth Management, Financial Planning, Asset Management or a closely related sector Proven experience coaching, developing and performance-managing teams Strong understanding of front-to-back Wealth Management processes Ability to manage workloads, priorities and service standards across multiple teams Confident communicator who can work with and influence stakeholders at all levels Strong problem-solving and process improvement skills Flexibility to travel regularly between Bristol, Birmingham and Wimborne This is an excellent opportunity for an experienced Client Service Manager or Wealth Management Team Leader looking to take responsibility for a sizeable regional team and have a genuine influence on how the client service function operates. If you have strong people-management experience within Wealth Management and would like to find out more, please get in touch or apply now for a confidential conversation.
Job Title: Investment Assistant Industry: Financial Services Location: Norwich Salary: Up to £38,000 DOE Reference Number: 10575 Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Assistant to join their growing team. As an Investment Assistant 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 £38,000 (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.
Sep 11, 2026
Full time
Job Title: Investment Assistant Industry: Financial Services Location: Norwich Salary: Up to £38,000 DOE Reference Number: 10575 Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Assistant to join their growing team. As an Investment Assistant 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 £38,000 (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.
