Financial Adviser East Midlands (Leicestershire / Derby / Lincoln focus) £55,000 - £75,000 DOE + Uncapped Bonus + Car Allowance An exciting opportunity has arisen to join a fast-growing, PE-backed Financial Planning and award-winning firm. Operating on an unrestricted employed model , this role offers genuine autonomy alongside the support, infrastructure, and lead flow of a high-performing national business. The Role You'll take ownership of an existing client bank (c.100-150 clients) while continuing to grow your portfolio through a combination of: Internal referrals and stakeholder relationships Inbound leads Self-generated business across the Midlands and beyond A key part of your success will be your ability to build trusted relationships with senior internal teams to unlock referral opportunities, alongside delivering a high-quality client experience that drives retention and growth. About You Level 4 Diploma qualified (Chartered status preferred) 10-20 years' experience within Financial Advice Proven track record of converting leads and growing a client bank Comfortable managing client portfolios of 100-150+ clients Proactive, commercially driven, and self-motivated Strong client feedback and references Experience in Employee Benefits is advantageous (not essential) Willingness to travel across the Midlands, Home Counties, and London What's on Offer Travel expenses covered High-quality lead flow and internal referral network Clear opportunity to grow within a scaling, well-backed business Strong benefits package including DIS, flexible annual leave, further qualification support, flexible working hours, Health/Medical insurance, EAP and more! If you're looking for a role where you can take real ownership of your client bank while being supported to grow , this is well worth a conversation.
May 17, 2026
Full time
Financial Adviser East Midlands (Leicestershire / Derby / Lincoln focus) £55,000 - £75,000 DOE + Uncapped Bonus + Car Allowance An exciting opportunity has arisen to join a fast-growing, PE-backed Financial Planning and award-winning firm. Operating on an unrestricted employed model , this role offers genuine autonomy alongside the support, infrastructure, and lead flow of a high-performing national business. The Role You'll take ownership of an existing client bank (c.100-150 clients) while continuing to grow your portfolio through a combination of: Internal referrals and stakeholder relationships Inbound leads Self-generated business across the Midlands and beyond A key part of your success will be your ability to build trusted relationships with senior internal teams to unlock referral opportunities, alongside delivering a high-quality client experience that drives retention and growth. About You Level 4 Diploma qualified (Chartered status preferred) 10-20 years' experience within Financial Advice Proven track record of converting leads and growing a client bank Comfortable managing client portfolios of 100-150+ clients Proactive, commercially driven, and self-motivated Strong client feedback and references Experience in Employee Benefits is advantageous (not essential) Willingness to travel across the Midlands, Home Counties, and London What's on Offer Travel expenses covered High-quality lead flow and internal referral network Clear opportunity to grow within a scaling, well-backed business Strong benefits package including DIS, flexible annual leave, further qualification support, flexible working hours, Health/Medical insurance, EAP and more! If you're looking for a role where you can take real ownership of your client bank while being supported to grow , this is well worth a conversation.
About the Firm A well-regarded, genuinely independent wealth management firm serving a high-net-worth client base in an affluent Surrey market. Despite being a small team, it punches above its weight and continues to grow through strong client demand rather than aggressive sales culture. The environment is close-knit, low-turnover and built around integrity and doing things properly. Role Summary This is an opportunity for a polished Financial Planner to take on a high-quality existing client bank in a supportive, well-resourced team with in-house paraplanning and admin. With no targets and strong cultural alignment at the heart of the hire, the role offers scope to develop long-term, deepen client relationships and be rewarded for any new introductions you choose to make. Key Responsibilities Provide holistic financial planning advice to an established portfolio of high-net-worth clients, allowing you to focus on quality outcomes rather than chasing targets Take ownership of servicing part of the MD's client bank, giving you immediate exposure to meaningful relationships and responsibility from day one Work closely with in-house paraplanning and administration support, enabling you to spend more time advising clients and less time on paperwork Collaborate with a small team of experienced planners in a low-turnover environment, benefiting from stability, shared standards and strong peer support Introduce new clients where appropriate and be rewarded for referrals you generate, without pressure or mandatory business development activity Requirements Diploma-level qualified (or working towards) with the credibility to advise high-net-worth clients in a professional setting Currently operating as a Financial Planner/IFA and able to hit the ground running in a client-facing advice role Strong communication style - polished, articulate and able to build trust with affluent professional clients High integrity and values-led approach aligned with genuine independence (not tied or sales-driven) Able to work from the office ideally around three days per week (with flexibility for those commuting from further afield) Job Synonyms Related Job Titles: Independent Financial Adviser (IFA), Financial Planner, Wealth Adviser, Private Client Adviser, Wealth Management Consultant
May 12, 2026
Full time
About the Firm A well-regarded, genuinely independent wealth management firm serving a high-net-worth client base in an affluent Surrey market. Despite being a small team, it punches above its weight and continues to grow through strong client demand rather than aggressive sales culture. The environment is close-knit, low-turnover and built around integrity and doing things properly. Role Summary This is an opportunity for a polished Financial Planner to take on a high-quality existing client bank in a supportive, well-resourced team with in-house paraplanning and admin. With no targets and strong cultural alignment at the heart of the hire, the role offers scope to develop long-term, deepen client relationships and be rewarded for any new introductions you choose to make. Key Responsibilities Provide holistic financial planning advice to an established portfolio of high-net-worth clients, allowing you to focus on quality outcomes rather than chasing targets Take ownership of servicing part of the MD's client bank, giving you immediate exposure to meaningful relationships and responsibility from day one Work closely with in-house paraplanning and administration support, enabling you to spend more time advising clients and less time on paperwork Collaborate with a small team of experienced planners in a low-turnover environment, benefiting from stability, shared standards and strong peer support Introduce new clients where appropriate and be rewarded for referrals you generate, without pressure or mandatory business development activity Requirements Diploma-level qualified (or working towards) with the credibility to advise high-net-worth clients in a professional setting Currently operating as a Financial Planner/IFA and able to hit the ground running in a client-facing advice role Strong communication style - polished, articulate and able to build trust with affluent professional clients High integrity and values-led approach aligned with genuine independence (not tied or sales-driven) Able to work from the office ideally around three days per week (with flexibility for those commuting from further afield) Job Synonyms Related Job Titles: Independent Financial Adviser (IFA), Financial Planner, Wealth Adviser, Private Client Adviser, Wealth Management Consultant
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Oct 07, 2025
Full time
Training & Competence (T&C) Supervisor Location: Leeds Salary: £45,000 - £50,000 + bonus The Opportunity We are seeking a motivated and detail-oriented T&C Supervisor to lead the delivery of our Training & Competence scheme across the business. You will be responsible for supervising Appointed Representative firms, self-employed and employed advisers, and regulated individuals, ensuring competence and high standards are maintained through coaching, feedback, and evaluation. This role is primarily desk-based, with most supervision conducted remotely across the UK, but occasional field-based visits will be required. Key Responsibilities Supervise advisers through initial and ongoing stages of the T&C scheme via coaching, meetings, and KPI evaluation Deliver one-to-one sessions and annual role-plays, analyzing results to drive development Maintain accurate adviser records and facilitate induction courses Support advisers via phone and email, addressing queries on financial planning, technical, product, and T&C matters Supervise trainee advisers, including field-based client work Participate in regional meetings, company events, and training sessions Ensure compliance with procedures, AML, and regulatory requirements Identify trends and contribute to continuous improvement initiatives Build relationships with key internal and external stakeholders What You Will Need Qualifications & Experience: Level 4 Diploma in Financial Planning (essential) Ideally, 3+ years' experience in a financial services T&C or supervisory role Working towards higher-level industry qualifications (e.g., Chartered) is advantageous Desirable: Supervisory qualification H15 or J07 Knowledge: COBS, ICOB, and MCOB product and sales processes Consumer Duty and AR regime FCA regulations, Data Protection, and AML Working knowledge of SUP regulations Skills & Competencies: Strong financial planning and technical knowledge Coaching, feedback, and people development skills Excellent organisation and risk awareness Ability to manage multiple projects and priorities Calm under pressure, with strong communication and problem-solving skills Willingness to develop broad skills and knowledge Benefits: On-target bonus of 7.5% Pension contributions up to 10% Critical illness cover, income protection, and death in service benefits 27 days holiday plus bank holidays (option to buy up to 10 additional days) Private medical and dental insurance, plus a range of flexible benefits Why Join Us? We are a dynamic and growing financial services organisation, committed to delivering outstanding client outcomes and developing our people. We offer a supportive and inclusive culture, where personal and professional growth is encouraged, and colleagues are trusted to bring their best selves to work. If you are passionate about adviser development, regulatory excellence, and continuous improvement, this is the role for you.
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
Oct 01, 2025
Full time
Job Title: Business Development Director - Investment Distribution Reporting to: Senior Distribution Lead Locations & Salary: £110,000 - £115,000 Benefits: Competitive bonus scheme, pension, private medical insurance, life cover, professional development support, flexible working/hybrid options, wellness support, and a comprehensive discretionary benefits package. About the Company This is a leading UK investment and wealth management business, recognised for its strong performance, adviser partnerships, and award-winning propositions. With offices across the country, the firm has built a reputation for excellence in discretionary investment management and multi-asset solutions, while maintaining a client-first culture and a clear focus on growth. Role Summary We are looking for a senior Business Development Director (Investment Distribution) to spearhead growth across adviser, institutional, and intermediary channels. Working in close collaboration with senior leadership and investment teams, you'll be responsible for expanding distribution reach, building deep market relationships, and ensuring the business remains a trusted partner to advisers and clients alike. Key Responsibilities Shape and deliver distribution strategies to drive adoption of investment propositions Build and maintain strong relationships with IFAs, wealth platforms, institutions, and intermediary partners Partner with investment and marketing teams to refine products and ensure strong market positioning Monitor competitor activity, regulatory changes, and adviser needs to keep distribution ahead of the curve Report performance against agreed KPIs and present insights to senior stakeholders Act as a senior ambassador for the business in the UK marketplace Requirements Senior distribution/business development experience within asset management, wealth, or IFA platform distribution Strong knowledge of UK adviser and intermediary markets Proven success promoting multi-asset funds, model portfolios, or discretionary investment solutions Exceptional commercial acumen, influencing and negotiation skills Ability to engage confidently with senior decision-makers and clients Strategic thinker with excellent communication and presentation skills Comfortable with UK travel to support national distribution activity Why Apply? Lead distribution strategy for a highly respected, nationally recognised wealth management brand Opportunity to work directly with senior leadership and investment teams Hybrid model offering flexibility across multiple UK hubs Attractive base salary, bonus potential, and comprehensive benefits package Career-defining role at a firm experiencing continued growth and innovation
