WEALTHLINK RECRUITMENT LTD

Financial Planning Administrator Location - Redditch Salary £25,000 - £28,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £28,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with 2.30 finish on Fridays Study Support and Sponsorship through financial planning exams What's Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

We are working with an IFA in Loughborough who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you. What's on offer? Salary up to £65,000 Bonus scheme on new and ongoing business Full Admin and Paraplanning support Hybrid work from home model 28 days annual leave bank holidays Generous benefits package Requirements Level 4 Diploma In Regulated Financial Planning 2 years in client facing financial advice position in the UK If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable. Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

Paraplanner Location: Aylesbury Salary: £40,000 - £50,000 DOE Duration: Permanent, Full time, Office-based Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension The Role We are working with an established financial services business who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm's Financial Advisers and Administrators to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation. Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future. What's on offer? Competitive base salary in line with experience and qualifications. 25 days annual leave Bank Holidays Discretionary Annual bonus 37.5 hour working week Study Support through financial planning exams Comprehensive insurance benefits Enhanced pension

We are working with an IFA in Meriden, Coventry who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you. What's on offer? Salary up to £75,000 Bonus scheme on new and ongoing business Full Admin and Paraplanning support Hybrid work from home model 28 days annual leave bank holidays Generous benefits package Requirements Level 4 Diploma In Regulated Financial Planning 2 years in client facing financial advice position in the UK If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable. Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Paraplanner Location: London (City), Flexible office attendance (1-3 days per week) Salary: £50,000 - £70,000 Duration: Full time, Permanent We are working exclusively with a Boutique IFA based in The City who are looking to bring on an experienced Paraplanner. The firm specialises in working with HNW past and present legal professionals and has an average client size of around £4 million Due to the nature of the clients you will be involved in a wide range of cases including complex tax and trust planning. The firm uses an interesting mix of traditional financial planning and institutional investment techniques to create client portfolios that are predominantly passive. Key duties of the Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Investment strategy and risk approach is arrived at through the use of our proprietary investment modelling which shows outcomes as real (after inflation) annual spending amounts within a range. Altering the risk approach, changes the range of outcomes. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. In time, for the right candidate, there is likely to be the opportunity to look after a number of their own clients. What's on Offer? Salary of up to £70,000 Flexible office attendance with no mandatory requirements 25 days annual leave + bank holidays, rising to 30 with service Potential to take on clients and move into an advisory role over time Study support Strong benefits package What's Next? If you are interested in the Paraplanner position then please submit your CV and if you meet the requirements one of our consultants will be in touch within 24 hours! Paraplanner, IFA, Report writing, Research & Analysis, Financial Planning, Wealth Manage, Financial Services

Are you an experienced Operations Manager looking to lead and improve business operations within a respected financial firm? Our client, based in Liverpool, is seeking a dedicated professional to manage operational efficiency, ensure compliance, and support a talented team in a fast-paced financial services environment. Location: Liverpool (Hybrid working available) Salary: Up to £65,000 Contract: Permanent, Full-Time About the Role As Operations Manager , you will oversee the smooth running of the firm's day-to-day operations, working closely with directors to support business growth while maintaining high standards of quality and compliance. This role combines leadership, process management, and people management responsibilities, offering the chance to make a significant impact on a well-established financial firm. Key Responsibilities Provide operational leadership, identifying areas for improvement to maintain excellent business standards. Ensure all business activities comply with relevant legislation and regulatory requirements. Manage weekly Management Information (MI) reporting and provide actionable insights to directors. Oversee staff training, development, and performance reviews to maximise team potential. Lead business projects to improve processes and implement new policies. Manage HR systems in line with current regulations to support employees and the business. Support recruitment, onboarding, and candidate engagement processes. Experience and Skills Required Minimum 3-5 years' experience in a financial services environment. Proven track record in effective people management. Strong understanding of financial products, legislation, and compliance standards. Operational knowledge of financial firm processes. Excellent computer literacy and attention to detail. Self-motivated, logical thinking, and commitment to continuous improvement. Dedication to professional development to meet regulatory and personal growth needs. Desirable: Knowledge of Intelligent Office software (training can be provided). Ability to work under pressure and meet deadlines. Excellent verbal and written communication skills. Why Join This Financial Firm? Be part of a respected, well-established firm in Liverpool with a strong reputation for excellence. Hybrid working options to support work-life balance. Competitive salary and opportunities for career growth. Collaborative and supportive team environment. Chance to lead operational improvements and have a direct impact on business success.

Are you an experienced Mortgage Advisor looking to take the next step in your career? We are seeking a dedicated Mortgage Advisor to join our expanding team in the Rotherham and Sheffield area. This is an excellent opportunity to grow your career, deliver expert mortgage advice, and maximise your earning potential with a competitive salary and uncapped OTE. Salary: £35,000 - £45,000 OTE Location: Rotherham/Sheffield Key Responsibilities Conduct in-depth consultations with clients across Rotherham and Sheffield to assess their financial needs and provide tailored mortgage advice. Recommend the best whole-of-market mortgage products, helping clients secure the right mortgage solution. Manage the end-to-end mortgage application process, from initial submission to completion. Build and maintain strong relationships with clients, lenders, and solicitors. Ensure full compliance with industry regulations and company standards. What We're Looking For Proven success as a Mortgage Advisor with a strong track record. Full CeMAP qualification or equivalent mortgage-related qualification. In-depth knowledge of whole-of-market mortgage products. Excellent communication and interpersonal skills. Proactive, client-focused approach and commitment to professional excellence. Why Join Us? This role offers the chance to advance your career as a Mortgage Advisor in a supportive and collaborative environment. You will work closely with clients across Rotherham and Sheffield, providing high-quality mortgage advice and helping them achieve their financial goals. We offer a forward-thinking workplace where your contributions are recognised and rewarded. You will have the opportunity to grow your client base, expand your mortgage advisory skills, and be part of a team that values technical expertise and professional development. If you are a qualified and ambitious Mortgage Advisor ready for a fresh challenge, this is your chance to join a dynamic team, provide expert mortgage advice, and take your career to the next level. Apply today to become a key member of our Rotherham/Sheffield mortgage advisory team.

Our client, a well-respected name within financial services, are seeking a client-focused IFA to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping HNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

Senior IFA Administrator Location: London Salary: £34,000 - £38,000 Duration: Permanent, Full time, hybrid working (2 days a week from home) Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support The Role We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What's on offer? Salary up to £38,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams

Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider. You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements. You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.